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 |
|---|---|---|---|---|---|
| Apexium Financial, LP | 13,246 | $620.6K | 0.06% | 00.0% | Unchanged |
| HRT Financial LP | 13,443 | $629.0K | 0.01% | +5,531+69.9% | Added |
| New York Life Investment Management LLC | 13,516 | $633.2K | 0.01% | +1,450+12.0% | Added |
| Citadel Advisors LLC | 13,795 | $646.3K | 0.00% | −38,351−73.5% | Reduced |
| Shell Asset Management Co | 13,891 | $651.0K | 0.03% | −2,763−16.6% | Reduced |
| Zacks Investment Management | 14,247 | $667.5K | 0.01% | −4,808−25.2% | Reduced |
| Keybank National Association | 14,383 | $673.8K | 0.00% | −1,605−10.0% | Reduced |
| Ensign Peak Advisors, Inc | 14,990 | $702.3K | 0.00% | +9,700+183.4% | Added |
| HighTower Advisors, LLC | 15,080 | $705.0K | 0.00% | +6,737+80.8% | Added |
| First Capital Advisors Group, LLC. | 15,598 | $730.8K | 0.50% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 15,598 | $731.0K | 0.22% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 15,851 | $742.6K | 0.00% | +14,734+1,319.1% | Added |
| SEI Investments Co | 16,219 | $759.8K | 0.00% | −11,162−40.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 16,630 | $779.0K | 0.08% | −21,780−56.7% | Reduced |
| State Board of Administration of Florida Retirement System | 16,848 | $789.3K | 0.00% | −7,990−32.2% | Reduced |
| Hillsdale Investment Management Inc. | 17,400 | $815.2K | 0.07% | 00.0% | Unchanged |
| Marshall Wace, LLP | 18,212 | $853.2K | 0.00% | −11,944−39.6% | Reduced |
| Commonwealth Equity Services, LLC | 18,737 | $877.0K | 0.00% | −2,470−11.6% | Reduced |
| Voya Investment Management LLC | 19,174 | $898.3K | 0.00% | −46−0.2% | Reduced |
| Manufacturers Life Insurance Company, The | 19,362 | $907.1K | 0.00% | −324−1.6% | Reduced |
| ClariVest Asset Management LLC | 19,561 | $917.0K | 0.04% | −31−0.2% | Reduced |
| Great West Life Assurance Co | 20,224 | $953.0K | 0.00% | +8,899+78.6% | Added |
| Aviva PLC | 20,693 | $969.5K | 0.00% | +20,693 | New |
| Susquehanna International Group, LLP | 20,746 | $972.0K | 0.00% | −12,777−38.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 20,852 | $976.9K | 0.00% | 00.0% | Unchanged |
| Royce & Associates LP | 20,991 | $983.4K | 0.01% | +6,400+43.9% | Added |
| Envestnet Asset Management Inc | 21,019 | $984.7K | 0.00% | +4,197+24.9% | Added |
| LPL Financial LLC | 21,623 | $1.01M | 0.00% | 00.0% | Unchanged |
| Chicago Wealth Management, Inc. | 22,000 | $1.03M | 0.89% | 00.0% | Unchanged |
| Jennison Associates LLC | 22,009 | $1.03M | 0.00% | −558−2.5% | Reduced |
| American International Group, Inc. | 22,661 | $1.06M | 0.01% | −347−1.5% | Reduced |
| AXA S.A. | 23,300 | $1.09M | 0.00% | +23,300 | New |
| AQR Capital Management LLC | 24,390 | $1.14M | 0.00% | −2,269−8.5% | Reduced |
| Deutsche Bank AG | 25,081 | $1.18M | 0.00% | +2,900+13.1% | Added |
| MetLife Investment Management | 25,368 | $1.19M | 0.01% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 27,132 | $1.27M | 0.00% | +33+0.1% | Added |
| Engineers Gate Manager LP | 27,350 | $1.28M | 0.08% | −3,255−10.6% | Reduced |
| Glenmede Trust Co NA | 27,381 | $1.28M | 0.01% | +8,174+42.6% | Added |
| Schneider Downs Wealth Management Advisors, LP | 28,676 | $1.34M | 0.29% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 31,124 | $1.46M | 0.00% | −34,424−52.5% | Reduced |
| Millington Financial Advisors, LLC | 31,570 | $1.48M | 1.44% | +31,570 | New |
| Graham Capital Management, L.P. | 32,192 | $1.51M | 0.06% | +32,192 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 34,200 | $1.60M | 0.01% | +24,600+256.3% | Added |
| CWM, LLC | 34,818 | $1.63M | 0.01% | −2,739−7.3% | Reduced |
| Susquehanna Fundamental Investments, LLC | 35,859 | $1.68M | 0.03% | −1,794−4.8% | Reduced |
| Roundview Capital LLC | 40,505 | $1.90M | 0.22% | −3,600−8.2% | Reduced |
| Teacher Retirement System of Texas | 40,648 | $1.90M | 0.01% | +6,191+18.0% | Added |
| Credit Suisse AG | 40,768 | $1.91M | 0.00% | −1,321−3.1% | Reduced |
| Millennium Management LLC | 42,818 | $2.01M | 0.00% | −247,718−85.3% | Reduced |
| Legal & General Group Plc | 44,047 | $2.06M | 0.00% | −1,081−2.4% | Reduced |
| Martingale Asset Management L P | 46,339 | $2.17M | 0.04% | −1,831−3.8% | Reduced |
| EAM Global Investors LLC | 46,520 | $2.18M | 0.56% | −6,548−12.3% | Reduced |
| Burton Enright Welch | 46,875 | $2.20M | 0.91% | +5,262+12.6% | Added |
| State of New Jersey Common Pension Fund D | 47,238 | $2.21M | 0.01% | −5,670−10.7% | Reduced |
| Chatham Capital Group, Inc. | 47,625 | $2.23M | 0.52% | −100−0.2% | Reduced |
| Wells Fargo & Company | 48,383 | $2.27M | 0.00% | +14,522+42.9% | Added |
| Cubist Systematic Strategies, LLC | 54,251 | $2.54M | 0.02% | −95,612−63.8% | Reduced |
| UBS Group AG | 54,773 | $2.57M | 0.00% | +12,612+29.9% | Added |
| Lazard Asset Management LLC | 55,307 | $2.59M | 0.00% | −3,454−5.9% | Reduced |
| Argent Capital Management LLC | 55,736 | $2.61M | 0.09% | +1,275+2.3% | Added |
| Calamos Advisors LLC | 56,583 | $2.65M | 0.01% | +5,540+10.9% | Added |
| Qube Research & Technologies Ltd | 57,541 | $2.70M | 0.02% | +15,576+37.1% | Added |
| Woodard & Co Asset Management Group Inc | 57,645 | $2.70M | 0.96% | 00.0% | Unchanged |
| California State Teachers Retirement System | 59,395 | $2.78M | 0.00% | −126−0.2% | Reduced |
| EAM Investors, LLC | 61,267 | $2.87M | 0.59% | −9,081−12.9% | Reduced |
| Alliancebernstein L.P. | 61,386 | $2.88M | 0.00% | −3,100−4.8% | Reduced |
| Neuberger Berman Group LLC | 67,538 | $3.16M | 0.00% | +67,538 | New |
| Rhumbline Advisers | 67,854 | $3.18M | 0.00% | +3,074+4.7% | Added |
| FMR LLC | 71,183 | $3.33M | 0.00% | +17,029+31.4% | Added |
| Rice Hall James & Associates, LLC | 71,316 | $3.34M | 0.19% | −32,306−31.2% | Reduced |
| Laurus Investment Counsel Inc. | 52,930 | $3.36M | 1.25% | +26,840+102.9% | Added |
| UBS Asset Management Americas Inc | 74,890 | $3.51M | 0.00% | +2,058+2.8% | Added |
| D. E. Shaw & Co., Inc. | 77,918 | $3.65M | 0.01% | −22,253−22.2% | Reduced |
| Castleark Management LLC | 82,030 | $3.84M | 0.20% | +82,030 | New |
| Voloridge Investment Management, LLC | 83,704 | $3.92M | 0.02% | +26,490+46.3% | Added |
| New York State Common Retirement Fund | 88,794 | $4.16M | 0.01% | −340.0% | Reduced |
| First Trust Advisors LP | 88,989 | $4.17M | 0.00% | −7,259−7.5% | Reduced |
| JPMorgan Chase & Co | 98,622 | $4.62M | 0.00% | +34,899+54.8% | Added |
| Two Sigma Investments, LP | 100,078 | $4.69M | 0.02% | +66,206+195.5% | Added |
| Ameriprise Financial Inc | 100,293 | $4.70M | 0.00% | −2,040−2.0% | Reduced |
| Panagora Asset Management Inc | 101,091 | $4.74M | 0.03% | −2,278−2.2% | Reduced |
| Russell Investments Group, Ltd. | 103,272 | $4.84M | 0.01% | +23,529+29.5% | Added |
| Two Sigma Advisers, LP | 104,623 | $4.90M | 0.01% | +43,400+70.9% | Added |
| Alberta Investment Management Corp | 105,468 | $4.94M | 0.04% | −19,426−15.6% | Reduced |
| Swiss National Bank | 111,700 | $5.23M | 0.00% | +400+0.4% | Added |
| Public Employees Retirement System of Ohio | 112,227 | $5.26M | 0.02% | −15,268−12.0% | Reduced |
| Segall Bryant & Hamill, LLC | 125,474 | $5.88M | 0.07% | +125,474 | New |
| American Century Companies Inc | 126,577 | $5.93M | 0.00% | +5,499+4.5% | Added |
| Boston Partners | 134,808 | $6.32M | 0.01% | −8,107−5.7% | Reduced |
| Assenagon Asset Management S.A. | 136,543 | $6.40M | 0.03% | +26,259+23.8% | Added |
| Invesco Ltd. | 143,737 | $6.73M | 0.00% | −29,485−17.0% | Reduced |
| STRS Ohio | 159,500 | $7.47M | 0.03% | +136,100+581.6% | Added |
| Macquarie Group Ltd | 207,485 | $9.72M | 0.01% | +206,652+24,808.2% | Added |
| Bank of New York Mellon Corp | 226,586 | $10.6M | 0.00% | −15,734−6.5% | Reduced |
| First Manhattan Co | 229,560 | $10.8M | 0.04% | −117,895−33.9% | Reduced |
| Royal Bank of Canada | 245,100 | $11.5M | 0.00% | +3,536+1.5% | Added |
| Man Group plc | 253,731 | $11.9M | 0.04% | +5,317+2.1% | Added |
| Arrowstreet Capital, Limited Partnership | 306,435 | $14.4M | 0.02% | +4,460+1.5% | Added |
| GW&K Investment Management, LLC | 344,346 | $16.1M | 0.16% | +117,030+51.5% | Added |
| ArrowMark Colorado Holdings LLC | 359,100 | $16.8M | 0.20% | −45,115−11.2% | Reduced |