CBIZ, Inc.
CBZ- Exchange
- NYSE
- Industry
- Services-Business Services, NEC
- SEC CIK
- 0000944148
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.
13F holders, Q4 2022
Institutional positions in CBIZ, Inc. as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 228
- +23 vs. Q3 2022
- Shares held
- 44.7M
- +2.69M (+6.4%) vs. Q3 2022
- Total value
- $2.09B
- +$295.5M (+16.4%) vs. Q3 2022
- New holders
- 36
- 68 more added
- Sold out
- 13
- 89 more reduced
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CBZ on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 260 | $1.64B |
| Q1 2026 | 263 | $1.43B |
| Q4 2025 | 265 | $2.73B |
| Q3 2025 | 262 | $2.69B |
| Q2 2025 | 277 | $3.43B |
| Q1 2025 | 290 | $3.39B |
| Q4 2024 | 282 | $3.74B |
| Q3 2024 | 286 | $3.01B |
| Q2 2024 | 276 | $3.38B |
| Q1 2024 | 269 | $3.55B |
| Q4 2023 | 260 | $2.76B |
| Q3 2023 | 245 | $2.27B |
| Q2 2023 | 233 | $2.36B |
| Q1 2023 | 227 | $2.21B |
| Q4 2022 | 228 | $2.09B |
| Q3 2022 | 208 | $1.95B |
| Q2 2022 | 188 | $1.86B |
| Q1 2022 | 173 | $1.98B |
| Q4 2021 | 169 | $1.82B |
| Q3 2021 | 161 | $1.51B |
| Q2 2021 | 168 | $1.55B |
| Q1 2021 | 168 | $1.56B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding CBIZ, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 1 | $45 | 0.00% | +1 | New |
| AdvisorNet Financial, Inc | 3 | $141 | 0.00% | +3 | New |
| Disciplined Investments, LLC | 4 | $187 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $328 | 0.00% | +5+250.0% | Added |
| JFS Wealth Advisors, LLC | 11 | $515 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 11 | $515 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 18 | $843 | 0.00% | −2−10.0% | Reduced |
| Capital Advisors, Ltd. LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 22 | $1.03K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 39 | $1.83K | 0.00% | +39 | New |
| Private Advisor Group, LLC | 42,257 | $1.98K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| Point72 Middle East FZE | 57 | $2.67K | 0.00% | +57 | New |
| GWM Advisors LLC | 90 | $3.00K | 0.00% | +90 | New |
| First Horizon Advisors, Inc. | 77 | $3.61K | 0.00% | +77 | New |
| Manchester Capital Management LLC | 83 | $3.89K | 0.00% | +18+27.7% | Added |
| Advisory Services Network, LLC | 100 | $4.68K | 0.00% | +100 | New |
| Parallel Advisors, LLC | 110 | $5.15K | 0.00% | +11+11.1% | Added |
| KB Financial Partners, LLC | 126 | $6.00K | 0.00% | −31−19.7% | Reduced |
| Belpointe Asset Management LLC | 142 | $6.65K | 0.00% | +142 | New |
| Lindbrook Capital, LLC | 193 | $9.04K | 0.00% | +138+250.9% | Added |
| Quadrant Capital Group LLC | 206 | $9.65K | 0.00% | +24+13.2% | Added |
| Signaturefd, LLC | 288 | $13.5K | 0.00% | +37+14.7% | Added |
| Covestor Ltd | 314 | $15.0K | 0.01% | +308+5,133.3% | Added |
| TCI Wealth Advisors, Inc. | 364 | $17.1K | 0.00% | +1+0.3% | Added |
| Brown Brothers Harriman & Co | 373 | $17.5K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 406 | $19.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 434 | $20.3K | 0.01% | −1,844−80.9% | Reduced |
| Ancora Advisors, LLC | 500 | $23.0K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 500 | $23.4K | 0.01% | +500 | New |
| The PNC Financial Services Group, Inc. | 695 | $32.6K | 0.00% | +62+9.8% | Added |
| Pinebridge Investments, L.P. | 756 | $35.4K | 0.00% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 1,000 | $46.9K | 0.02% | +1,000 | New |
| Rockefeller Capital Management L.P. | 1,114 | $52.0K | 0.00% | −84−7.0% | Reduced |
| Tower Research Capital LLC (TRC) | 1,177 | $55.0K | 0.00% | −2,127−64.4% | Reduced |
| Dark Forest Capital Management LP | 1,179 | $55.2K | 0.01% | −2,056−63.6% | Reduced |
| Advisor Group Holdings, Inc. | 1,206 | $56.6K | 0.00% | +675+127.1% | Added |
| Money Concepts Capital Corp | 1,386 | $64.9K | 0.00% | +1,386 | New |
| US Bancorp | 1,714 | $80.3K | 0.00% | −58−3.3% | Reduced |
| Trust Co of Vermont | 2,125 | $99.6K | 0.01% | −375−15.0% | Reduced |
| PEAK6 Investments LLC | 2,376 | $111.3K | 0.01% | −1,068−31.0% | Reduced |
| Nisa Investment Advisors, LLC | 2,691 | $126.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2,942 | $137.8K | 0.00% | −10−0.3% | Reduced |
| Metropolitan Life Insurance Co | 2,979 | $139.6K | 0.01% | +141+5.0% | Added |
| One Wealth Advisors, LLC | 3,041 | $142.5K | 0.03% | +3,041 | New |
| Ameritas Investment Partners, Inc. | 3,836 | $181.3K | 0.01% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 4,400 | $206.1K | 0.08% | +4,400 | New |
| Vestcor Inc | 4,624 | $217.0K | 0.01% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 5,000 | $234.3K | 0.03% | +5,000 | New |
| CWM Advisors, LLC | 5,013 | $234.9K | 0.03% | +157+3.2% | Added |
| Petrus Trust Company, LTA | 5,142 | $240.9K | 0.03% | +5,142 | New |
| Mariner, LLC | 5,351 | $251.0K | 0.00% | −37−0.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,500 | $257.7K | 0.00% | −874−13.7% | Reduced |
| Bleakley Financial Group, LLC | 5,581 | $261.5K | 0.01% | +5,581 | New |
| Kavar Capital Partners Group, LLC | 5,585 | $261.7K | 0.06% | 00.0% | Unchanged |
| HSBC Holdings PLC | 5,634 | $264.0K | 0.00% | −217−3.7% | Reduced |
| Centiva Capital, LP | 5,666 | $265.5K | 0.02% | +5,666 | New |
| State of Wisconsin Investment Board | 5,768 | $270.2K | 0.00% | −2,982−34.1% | Reduced |
| Moran Wealth Management, LLC | 5,888 | $275.9K | 0.01% | +5,888 | New |
| Creative Planning | 5,957 | $279.1K | 0.00% | +5,957 | New |
| Captrust Financial Advisors | 6,115 | $286.5K | 0.00% | +71+1.2% | Added |
| ProShare Advisors LLC | 6,167 | $288.9K | 0.00% | +826+15.5% | Added |
| Pictet Asset Management SA | 6,261 | $293.0K | 0.00% | +6,261 | New |
| Balyasny Asset Management LLC | 6,468 | $303.0K | 0.00% | +6,468 | New |
| Citigroup Inc | 6,796 | $318.4K | 0.00% | −42−0.6% | Reduced |
| Aigen Investment Management, LP | 6,918 | $324.1K | 0.05% | +6,918 | New |
| HMS Capital Management, LLC | 6,931 | $324.7K | 0.22% | +417+6.4% | Added |
| Ifrah Financial Services, Inc. | 6,955 | $325.8K | 0.11% | −191−2.7% | Reduced |
| Jane Street Group, LLC | 7,231 | $338.8K | 0.00% | −7,547−51.1% | Reduced |
| ExodusPoint Capital Management, LP | 7,387 | $346.0K | 0.01% | −70,700−90.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 7,749 | $363.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 7,784 | $365.0K | 0.00% | −15−0.2% | Reduced |
| Mackenzie Financial Corp | 7,899 | $370.1K | 0.00% | −159−2.0% | Reduced |
| Janus Henderson Group PLC | 7,899 | $370.1K | 0.00% | +7,899 | New |
| Renaissance Technologies LLC | 8,000 | $375.0K | 0.00% | +8,000 | New |
| Acadian Asset Management LLC | 8,313 | $389.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 8,582 | $402.0K | 0.01% | −3,820−30.8% | Reduced |
| Empowered Funds, LLC | 8,725 | $408.8K | 0.03% | +879+11.2% | Added |
| Valtinson Bruner Financial Planning LLC | 9,017 | $419.8K | 0.24% | 00.0% | Unchanged |
| Diversified Trust Co | 9,127 | $428.0K | 0.02% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 9,300 | $436.0K | 0.16% | 00.0% | Unchanged |
| Quantbot Technologies LP | 9,623 | $450.8K | 0.03% | +5,023+109.2% | Added |
| RBF Capital, LLC | 10,000 | $469.0K | 0.04% | 00.0% | Unchanged |
| Commerce Bank | 10,024 | $469.6K | 0.00% | +5,000+99.5% | Added |
| Truist Financial Corp | 10,338 | $484.3K | 0.00% | −110−1.1% | Reduced |
| Inceptionr LLC | 10,503 | $492.1K | 0.26% | +10,503 | New |
| Schonfeld Strategic Advisors LLC | 10,569 | $495.2K | 0.00% | +10,569 | New |
| PDT Partners, LLC | 10,783 | $505.2K | 0.08% | +10,783 | New |
| Next Capital Management LLC | 11,000 | $515.0K | 0.28% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 11,005 | $515.6K | 0.01% | +3,397+44.7% | Added |
| Meritage Portfolio Management | 11,148 | $522.0K | 0.04% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 11,200 | $524.7K | 0.00% | +11,200 | New |
| Country Club Bank | 11,519 | $539.7K | 0.05% | −250−2.1% | Reduced |
| Los Angeles Capital Management LLC | 11,791 | $552.4K | 0.00% | −384−3.2% | Reduced |
| Harvest Investment Services, LLC | 12,696 | $594.8K | 0.64% | +12,696 | New |
| Barclays PLC | 12,864 | $602.7K | 0.00% | +10,306+402.9% | Added |
| Principal Financial Group Inc | 12,932 | $605.9K | 0.00% | −3,080−19.2% | Reduced |
| Arizona State Retirement System | 13,059 | $611.8K | 0.01% | +306+2.4% | Added |
| BNP Paribas Arbitrage, SA | 13,203 | $618.6K | 0.00% | −12,445−48.5% | Reduced |