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Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2022: 228 institutions
Q1 2021: 168 institutionsQ2 2021: 168 institutionsQ3 2021: 161 institutionsQ4 2021: 169 institutionsQ1 2022: 173 institutionsQ2 2022: 188 institutionsQ3 2022: 208 institutionsQ4 2022: 228 institutionsQ1 2023: 227 institutionsQ2 2023: 233 institutionsQ3 2023: 245 institutionsQ4 2023: 260 institutionsQ1 2024: 269 institutionsQ2 2024: 276 institutionsQ3 2024: 286 institutionsQ4 2024: 282 institutionsQ1 2025: 290 institutionsQ2 2025: 277 institutionsQ3 2025: 262 institutionsQ4 2025: 265 institutionsQ1 2026: 263 institutionsQ2 2026: 260 institutions
Value heldQ4 2022: $2.09B
Q1 2021: $1.56BQ2 2021: $1.55BQ3 2021: $1.51BQ4 2021: $1.82BQ1 2022: $1.98BQ2 2022: $1.86BQ3 2022: $1.95BQ4 2022: $2.09BQ1 2023: $2.21BQ2 2023: $2.36BQ3 2023: $2.27BQ4 2023: $2.76BQ1 2024: $3.55BQ2 2024: $3.38BQ3 2024: $3.01BQ4 2024: $3.74BQ1 2025: $3.39BQ2 2025: $3.43BQ3 2025: $2.69BQ4 2025: $2.73BQ1 2026: $1.43BQ2 2026: $1.64B
Institutions holding CBZ and their total value by quarter
QuarterHoldersValue
Q2 2026260$1.64B
Q1 2026263$1.43B
Q4 2025265$2.73B
Q3 2025262$2.69B
Q2 2025277$3.43B
Q1 2025290$3.39B
Q4 2024282$3.74B
Q3 2024286$3.01B
Q2 2024276$3.38B
Q1 2024269$3.55B
Q4 2023260$2.76B
Q3 2023245$2.27B
Q2 2023233$2.36B
Q1 2023227$2.21B
Q4 2022228$2.09B
Q3 2022208$1.95B
Q2 2022188$1.86B
Q1 2022173$1.98B
Q4 2021169$1.82B
Q3 2021161$1.51B
Q2 2021168$1.55B
Q1 2021168$1.56B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding CBIZ, Inc.; share changes are against Q3 2022.

Institutions holding CBZ in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
LPL Financial LLC21,623$1.01M0.00%00.0%Unchanged
Envestnet Asset Management Inc21,019$984.7K0.00%+4,197+24.9%Added
Royce & Associates LP20,991$983.4K0.01%+6,400+43.9%Added
Mirae Asset Global Investments Co., Ltd.20,852$976.9K0.00%00.0%Unchanged
Susquehanna International Group, LLP20,746$972.0K0.00%−12,777−38.1%Reduced
Aviva PLC20,693$969.5K0.00%+20,693New
Great West Life Assurance Co20,224$953.0K0.00%+8,899+78.6%Added
ClariVest Asset Management LLC19,561$917.0K0.04%−31−0.2%Reduced
Manufacturers Life Insurance Company, The19,362$907.1K0.00%−324−1.6%Reduced
Voya Investment Management LLC19,174$898.3K0.00%−46−0.2%Reduced
Commonwealth Equity Services, LLC18,737$877.0K0.00%−2,470−11.6%Reduced
Marshall Wace, LLP18,212$853.2K0.00%−11,944−39.6%Reduced
Hillsdale Investment Management Inc.17,400$815.2K0.07%00.0%Unchanged
State Board of Administration of Florida Retirement System16,848$789.3K0.00%−7,990−32.2%Reduced
Dynamic Technology Lab Private Ltd16,630$779.0K0.08%−21,780−56.7%Reduced
SEI Investments Co16,219$759.8K0.00%−11,162−40.8%Reduced
Federated Hermes, Inc.15,851$742.6K0.00%+14,734+1,319.1%Added
SkyView Investment Advisors, LLC15,598$731.0K0.22%00.0%Unchanged
First Capital Advisors Group, LLC.15,598$730.8K0.50%00.0%Unchanged
HighTower Advisors, LLC15,080$705.0K0.00%+6,737+80.8%Added
Ensign Peak Advisors, Inc14,990$702.3K0.00%+9,700+183.4%Added
Keybank National Association14,383$673.8K0.00%−1,605−10.0%Reduced
Zacks Investment Management14,247$667.5K0.01%−4,808−25.2%Reduced
Shell Asset Management Co13,891$651.0K0.03%−2,763−16.6%Reduced
Citadel Advisors LLC13,795$646.3K0.00%−38,351−73.5%Reduced
New York Life Investment Management LLC13,516$633.2K0.01%+1,450+12.0%Added
HRT Financial LP13,443$629.0K0.01%+5,531+69.9%Added
Apexium Financial, LP13,246$620.6K0.06%00.0%Unchanged
BNP Paribas Arbitrage, SA13,203$618.6K0.00%−12,445−48.5%Reduced
Arizona State Retirement System13,059$611.8K0.01%+306+2.4%Added
Principal Financial Group Inc12,932$605.9K0.00%−3,080−19.2%Reduced
Barclays PLC12,864$602.7K0.00%+10,306+402.9%Added
Harvest Investment Services, LLC12,696$594.8K0.64%+12,696New
Los Angeles Capital Management LLC11,791$552.4K0.00%−384−3.2%Reduced
Country Club Bank11,519$539.7K0.05%−250−2.1%Reduced
Canada Pension Plan Investment Board11,200$524.7K0.00%+11,200New
Meritage Portfolio Management11,148$522.0K0.04%00.0%Unchanged
Gotham Asset Management, LLC11,005$515.6K0.01%+3,397+44.7%Added
Next Capital Management LLC11,000$515.0K0.28%00.0%Unchanged
PDT Partners, LLC10,783$505.2K0.08%+10,783New
Schonfeld Strategic Advisors LLC10,569$495.2K0.00%+10,569New
Inceptionr LLC10,503$492.1K0.26%+10,503New
Truist Financial Corp10,338$484.3K0.00%−110−1.1%Reduced
Commerce Bank10,024$469.6K0.00%+5,000+99.5%Added
RBF Capital, LLC10,000$469.0K0.04%00.0%Unchanged
Quantbot Technologies LP9,623$450.8K0.03%+5,023+109.2%Added
Morse Asset Management, Inc9,300$436.0K0.16%00.0%Unchanged
Diversified Trust Co9,127$428.0K0.02%00.0%Unchanged
Valtinson Bruner Financial Planning LLC9,017$419.8K0.24%00.0%Unchanged
Empowered Funds, LLC8,725$408.8K0.03%+879+11.2%Added
SG Americas Securities, LLC8,582$402.0K0.01%−3,820−30.8%Reduced
Acadian Asset Management LLC8,313$389.0K0.00%00.0%Unchanged
Renaissance Technologies LLC8,000$375.0K0.00%+8,000New
Janus Henderson Group PLC7,899$370.1K0.00%+7,899New
Mackenzie Financial Corp7,899$370.1K0.00%−159−2.0%Reduced
Amalgamated Bank7,784$365.0K0.00%−15−0.2%Reduced
Sumitomo Mitsui Trust Holdings, Inc.7,749$363.0K0.00%00.0%Unchanged
ExodusPoint Capital Management, LP7,387$346.0K0.01%−70,700−90.5%Reduced
Jane Street Group, LLC7,231$338.8K0.00%−7,547−51.1%Reduced
Ifrah Financial Services, Inc.6,955$325.8K0.11%−191−2.7%Reduced
HMS Capital Management, LLC6,931$324.7K0.22%+417+6.4%Added
Aigen Investment Management, LP6,918$324.1K0.05%+6,918New
Citigroup Inc6,796$318.4K0.00%−42−0.6%Reduced
Balyasny Asset Management LLC6,468$303.0K0.00%+6,468New
Pictet Asset Management SA6,261$293.0K0.00%+6,261New
ProShare Advisors LLC6,167$288.9K0.00%+826+15.5%Added
Captrust Financial Advisors6,115$286.5K0.00%+71+1.2%Added
Creative Planning5,957$279.1K0.00%+5,957New
Moran Wealth Management, LLC5,888$275.9K0.01%+5,888New
State of Wisconsin Investment Board5,768$270.2K0.00%−2,982−34.1%Reduced
Centiva Capital, LP5,666$265.5K0.02%+5,666New
HSBC Holdings PLC5,634$264.0K0.00%−217−3.7%Reduced
Kavar Capital Partners Group, LLC5,585$261.7K0.06%00.0%Unchanged
Bleakley Financial Group, LLC5,581$261.5K0.01%+5,581New
Zurcher Kantonalbank (Zurich Cantonalbank)5,500$257.7K0.00%−874−13.7%Reduced
Mariner, LLC5,351$251.0K0.00%−37−0.7%Reduced
Petrus Trust Company, LTA5,142$240.9K0.03%+5,142New
CWM Advisors, LLC5,013$234.9K0.03%+157+3.2%Added
Mayflower Financial Advisors, LLC5,000$234.3K0.03%+5,000New
Vestcor Inc4,624$217.0K0.01%00.0%Unchanged
Sanders Morris Harris LLC4,400$206.1K0.08%+4,400New
Ameritas Investment Partners, Inc.3,836$181.3K0.01%00.0%Unchanged
One Wealth Advisors, LLC3,041$142.5K0.03%+3,041New
Metropolitan Life Insurance Co2,979$139.6K0.01%+141+5.0%Added
Huntington National Bank2,942$137.8K0.00%−10−0.3%Reduced
Nisa Investment Advisors, LLC2,691$126.0K0.00%00.0%Unchanged
PEAK6 Investments LLC2,376$111.3K0.01%−1,068−31.0%Reduced
Trust Co of Vermont2,125$99.6K0.01%−375−15.0%Reduced
US Bancorp1,714$80.3K0.00%−58−3.3%Reduced
Money Concepts Capital Corp1,386$64.9K0.00%+1,386New
Advisor Group Holdings, Inc.1,206$56.6K0.00%+675+127.1%Added
Dark Forest Capital Management LP1,179$55.2K0.01%−2,056−63.6%Reduced
Tower Research Capital LLC (TRC)1,177$55.0K0.00%−2,127−64.4%Reduced
Rockefeller Capital Management L.P.1,114$52.0K0.00%−84−7.0%Reduced
McElhenny Sheffield Capital Management, LLC1,000$46.9K0.02%+1,000New
Pinebridge Investments, L.P.756$35.4K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.695$32.6K0.00%+62+9.8%Added
Cassady Schiller Wealth Management, LLC500$23.4K0.01%+500New
Ancora Advisors, LLC500$23.0K0.00%00.0%Unchanged
State of Wyoming434$20.3K0.01%−1,844−80.9%Reduced