CBIZ, Inc.

CBZ

Exchange: NYSE
Industry: Services-Business Services, NEC
SEC CIK: 0000944148

SEC filings (opens in a new tab)

No open-market purchases or sales by CBIZ, Inc. insiders were filed in the last 90 days; 260 institutions reported holding it in 13F filings for Q2 2026, worth $1.64B in total; no superinvestor holds it.

Q4 2022 vs. Q3 2022

How the institutions holding CBIZ, Inc. changed between Q3 2022 and Q4 2022.

All holders in Q4 2022 All holders in Q3 2022

13F holders of CBZ: Q3 2022 compared with Q4 2022
Measure	Q3 2022	Of which not filed for Q4 2022	Q4 2022	Change
Holders	208	3	228	+23
Shares	45.6M	3.62M	44.7M	+2.69M (+6.4%)
Value	$1.95B	$155.0M	$2.09B	+$295.5M (+16.4%)

3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (36)

Institutions that held CBIZ, Inc. at the end of Q4 2022 but not at the end of Q3 2022.

Institutions new to CBZ in Q4 2022
Institution	Shares	Value	% of portfolio
Segall Bryant & Hamill, LLC	125,474	$5.88M	0.07%
Castleark Management LLC	82,030	$3.84M	0.20%
Neuberger Berman Group LLC	67,538	$3.16M	0.00%
Graham Capital Management, L.P.	32,192	$1.51M	0.06%
Millington Financial Advisors, LLC	31,570	$1.48M	1.44%
AXA S.A.	23,300	$1.09M	0.00%
Aviva PLC	20,693	$969.5K	0.00%
Harvest Investment Services, LLC	12,696	$594.8K	0.64%
Canada Pension Plan Investment Board	11,200	$524.7K	0.00%
PDT Partners, LLC	10,783	$505.2K	0.08%
Schonfeld Strategic Advisors LLC	10,569	$495.2K	0.00%
Inceptionr LLC	10,503	$492.1K	0.26%
Renaissance Technologies LLC	8,000	$375.0K	0.00%
Janus Henderson Group PLC	7,899	$370.1K	0.00%
Aigen Investment Management, LP	6,918	$324.1K	0.05%
Balyasny Asset Management LLC	6,468	$303.0K	0.00%
Pictet Asset Management SA	6,261	$293.0K	0.00%
Creative Planning	5,957	$279.1K	0.00%
Moran Wealth Management, LLC	5,888	$275.9K	0.01%
Centiva Capital, LP	5,666	$265.5K	0.02%
Bleakley Financial Group, LLC	5,581	$261.5K	0.01%
Petrus Trust Company, LTA	5,142	$240.9K	0.03%
Mayflower Financial Advisors, LLC	5,000	$234.3K	0.03%
Sanders Morris Harris LLC	4,400	$206.1K	0.08%
One Wealth Advisors, LLC	3,041	$142.5K	0.03%
Money Concepts Capital Corp	1,386	$64.9K	0.00%
McElhenny Sheffield Capital Management, LLC	1,000	$46.9K	0.02%
Cassady Schiller Wealth Management, LLC	500	$23.4K	0.01%
Belpointe Asset Management LLC	142	$6.65K	0.00%
Advisory Services Network, LLC	100	$4.68K	0.00%
First Horizon Advisors, Inc.	77	$3.61K	0.00%
GWM Advisors LLC	90	$3.00K	0.00%
Point72 Middle East FZE	57	$2.67K	0.00%
Farther Finance Advisors, LLC	39	$1.83K	0.00%
AdvisorNet Financial, Inc	3	$141	0.00%
Tfo-TDC, LLC	1	$45	0.00%

Sold out (13)

Institutions that held CBIZ, Inc. at the end of Q3 2022 and filed for Q4 2022 without it.

Institutions that sold out of CBZ in Q4 2022
Institution	Shares, Q3 2022	Value, Q3 2022
Jump Financial, LLC	24,714	$1.06M
Squarepoint Ops LLC	13,245	$567.0K
Gsa Capital Partners LLP	12,485	$534.0K
Gyon Technologies Capital Management, LP	7,002	$300.0K
Y-Intercept (Hong Kong) Ltd	4,953	$211.9K
Versor Investments LP	4,783	$205.0K
Tudor Investment Corp Et Al	4,695	$201.0K
Aquatic Capital Management LLC	1,300	$56.0K
Smithfield Trust Co	321	$15.0K
Crewe Advisors LLC	85	$4.00K
Point72 Hong Kong Ltd	73	$3.00K
Almanack Investment Partners, LLC.	40	$2.00K
IMA Wealth, Inc.	4	$0

Not filed for Q4 2022 yet (3)

Institutions that held CBIZ, Inc. at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CBZ in Q3 2022 that haven't filed for Q4 2022
Institution	Shares, Q3 2022	Value, Q3 2022
Eaton Vance Management	2,424,944	$103.7M
Atlanta Capital Management Co L L C	1,195,082	$51.1M
Wipfli Financial Advisors LLC,	3,133	$134.0K