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 |
|---|---|---|---|---|---|
| Global Financial Private Client, LLC | 406 | $19.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 373 | $17.5K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 364 | $17.1K | 0.00% | +1+0.3% | Added |
| Covestor Ltd | 314 | $15.0K | 0.01% | +308+5,133.3% | Added |
| Signaturefd, LLC | 288 | $13.5K | 0.00% | +37+14.7% | Added |
| Quadrant Capital Group LLC | 206 | $9.65K | 0.00% | +24+13.2% | Added |
| Lindbrook Capital, LLC | 193 | $9.04K | 0.00% | +138+250.9% | Added |
| Belpointe Asset Management LLC | 142 | $6.65K | 0.00% | +142 | New |
| KB Financial Partners, LLC | 126 | $6.00K | 0.00% | −31−19.7% | Reduced |
| Parallel Advisors, LLC | 110 | $5.15K | 0.00% | +11+11.1% | Added |
| Advisory Services Network, LLC | 100 | $4.68K | 0.00% | +100 | New |
| Manchester Capital Management LLC | 83 | $3.89K | 0.00% | +18+27.7% | Added |
| First Horizon Advisors, Inc. | 77 | $3.61K | 0.00% | +77 | New |
| GWM Advisors LLC | 90 | $3.00K | 0.00% | +90 | New |
| Point72 Middle East FZE | 57 | $2.67K | 0.00% | +57 | New |
| IFP Advisors, Inc | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 42,257 | $1.98K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 39 | $1.83K | 0.00% | +39 | New |
| Ellevest, Inc. | 22 | $1.03K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 18 | $843 | 0.00% | −2−10.0% | Reduced |
| JFS Wealth Advisors, LLC | 11 | $515 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 11 | $515 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $328 | 0.00% | +5+250.0% | Added |
| Disciplined Investments, LLC | 4 | $187 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3 | $141 | 0.00% | +3 | New |
| Tfo-TDC, LLC | 1 | $45 | 0.00% | +1 | New |
| 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 |