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 |
|---|---|---|---|---|---|
| Goldman Sachs Group Inc | 383,752 | $18.0M | 0.01% | +123,779+47.6% | Added |
| Bessemer Group Inc | 386,002 | $18.1M | 0.04% | +16,313+4.4% | Added |
| Bank of America Corp | 398,864 | $18.7M | 0.00% | −40,259−9.2% | Reduced |
| Nuveen Asset Management, LLC | 444,621 | $20.8M | 0.01% | +94,166+26.9% | Added |
| Charles Schwab Investment Management Inc | 495,192 | $23.2M | 0.01% | −2,533−0.5% | Reduced |
| Norges Bank | 501,389 | $23.5M | 0.01% | 00.0% | Unchanged |
| Fenimore Asset Management Inc | 565,196 | $26.5M | 0.71% | −24,396−4.1% | Reduced |
| Neumeier Poma Investment Counsel LLC | 566,490 | $26.5M | 2.46% | +377,455+199.7% | Added |
| BloombergSen Inc. | 633,444 | $29.7M | 2.57% | −34,002−5.1% | Reduced |
| Price T Rowe Associates Inc | 677,522 | $31.7M | 0.01% | +81,942+13.8% | Added |
| Paradice Investment Management LLC | 711,979 | $33.4M | 2.58% | −8,008−1.1% | Reduced |
| Granite Investment Partners, LLC | 722,714 | $33.9M | 1.41% | −21,052−2.8% | Reduced |
| Geode Capital Management, LLC | 875,538 | $41.0M | 0.01% | +17,627+2.1% | Added |
| William Blair Investment Management, LLC | 881,505 | $41.3M | 0.16% | −30,513−3.3% | Reduced |
| State Street Corp | 995,685 | $46.6M | 0.00% | −6,271−0.6% | Reduced |
| Northern Trust Corp | 1,186,026 | $55.6M | 0.01% | +5220.0% | Added |
| Cardinal Capital Management LLC | 1,193,419 | $55.9M | 1.80% | −94,255−7.3% | Reduced |
| Mawer Investment Management Ltd. | 1,267,400 | $59.4M | 0.33% | −2,300−0.2% | Reduced |
| Silvercrest Asset Management Group LLC | 1,314,364 | $61.6M | 0.47% | −45,746−3.4% | Reduced |
| Victory Capital Management Inc | 1,659,831 | $77.8M | 0.09% | −255,227−13.3% | Reduced |
| Burgundy Asset Management Ltd. | 1,796,457 | $84.2M | 1.09% | −7,534−0.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,845,029 | $86.4M | 0.15% | −681,076−27.0% | Reduced |
| FIL Ltd | 1,880,595 | $88.1M | 0.11% | −1,573−0.1% | Reduced |
| Vanguard Group Inc | 2,606,788 | $122.1M | 0.00% | +1,847+0.1% | Added |
| P2 Capital Partners, LLC | 2,759,595 | $129.3M | 17.09% | −726,436−20.8% | Reduced |
| BlackRock Inc. | 3,298,428 | $154.5M | 0.00% | +141,848+4.5% | Added |
| Dimensional Fund Advisors LP | 3,491,632 | $163.6M | 0.06% | −56,573−1.6% | Reduced |
| Morgan Stanley | 3,871,416 | $181.4M | 0.02% | +3,465,585+853.9% | Added |
| Jump Financial, LLC | 0 | $0 | 0.00% | −24,714−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −13,245−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −12,485−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −7,002−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −4,953−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −4,783−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −4,695−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Smithfield Trust Co | 0 | $0 | 0.00% | −321−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| Almanack Investment Partners, LLC. | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| IMA Wealth, Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Eaton Vance Management | – | – | – | – | Not filed |
| Atlanta Capital Management Co L L C | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |