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, Q1 2023
Institutional positions in CBIZ, Inc. as of Mar 31, 2023. 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
- 227
- −1 vs. Q4 2022
- Shares held
- 44.6M
- −77.6K (−0.2%) vs. Q4 2022
- Total value
- $2.21B
- +$116.2M (+5.6%) vs. Q4 2022
- New holders
- 22
- 84 more added
- Sold out
- 23
- 73 more reduced
Compare with Q4 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 | 263 | $2.72B |
| Q2 2025 | 277 | $3.47B |
| Q1 2025 | 290 | $3.39B |
| Q4 2024 | 282 | $3.74B |
| Q3 2024 | 286 | $3.06B |
| Q2 2024 | 276 | $3.43B |
| Q1 2024 | 269 | $4.09B |
| Q4 2023 | 260 | $3.01B |
| Q3 2023 | 245 | $2.27B |
| Q2 2023 | 233 | $2.36B |
| Q1 2023 | 227 | $2.23B |
| Q4 2022 | 228 | $2.09B |
| Q3 2022 | 209 | $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, Q1 2023
Shares, value and share of portfolio for each institution holding CBIZ, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 3,899,582 | $193.0M | 0.02% | +28,166+0.7% | Added |
| BlackRock Inc. | 3,256,908 | $161.2M | 0.00% | −41,520−1.3% | Reduced |
| Dimensional Fund Advisors LP | 3,207,439 | $158.7M | 0.05% | −284,193−8.1% | Reduced |
| P2 Capital Partners, LLC | 2,759,595 | $136.6M | 17.51% | 00.0% | Unchanged |
| Vanguard Group Inc | 2,625,387 | $129.9M | 0.00% | +18,599+0.7% | Added |
| FIL Ltd | 1,877,776 | $92.9M | 0.11% | −2,819−0.1% | Reduced |
| Burgundy Asset Management Ltd. | 1,807,936 | $89.5M | 1.11% | +11,479+0.6% | Added |
| Allspring Global Investments Holdings, LLC | 1,602,303 | $79.3M | 0.13% | −242,726−13.2% | Reduced |
| Victory Capital Management Inc | 1,502,027 | $74.3M | 0.08% | −157,804−9.5% | Reduced |
| Silvercrest Asset Management Group LLC | 1,275,077 | $63.1M | 0.48% | −39,287−3.0% | Reduced |
| Northern Trust Corp | 1,163,237 | $57.6M | 0.01% | −22,789−1.9% | Reduced |
| Mawer Investment Management Ltd. | 1,095,000 | $54.2M | 0.30% | −172,400−13.6% | Reduced |
| Cardinal Capital Management LLC | 1,061,326 | $52.5M | 1.86% | −132,093−11.1% | Reduced |
| State Street Corp | 1,015,671 | $50.3M | 0.00% | +19,986+2.0% | Added |
| GW&K Investment Management, LLC | 949,688 | $47.0M | 0.45% | +605,342+175.8% | Added |
| Geode Capital Management, LLC | 908,515 | $45.0M | 0.01% | +32,977+3.8% | Added |
| BloombergSen Inc. | 871,427 | $43.1M | 3.65% | +237,983+37.6% | Added |
| Price T Rowe Associates Inc | 852,655 | $42.2M | 0.01% | +175,133+25.8% | Added |
| William Blair Investment Management, LLC | 737,864 | $36.5M | 0.13% | −143,641−16.3% | Reduced |
| Granite Investment Partners, LLC | 716,194 | $35.4M | 1.48% | −6,520−0.9% | Reduced |
| Paradice Investment Management LLC | 701,063 | $34.7M | 2.64% | −10,916−1.5% | Reduced |
| Macquarie Group Ltd | 690,264 | $34.2M | 0.04% | +482,779+232.7% | Added |
| Neumeier Poma Investment Counsel LLC | 682,010 | $33.8M | 3.15% | +115,520+20.4% | Added |
| Fenimore Asset Management Inc | 565,860 | $28.0M | 0.73% | +664+0.1% | Added |
| Nuveen Asset Management, LLC | 490,967 | $24.3M | 0.01% | +46,346+10.4% | Added |
| Charles Schwab Investment Management Inc | 487,211 | $24.1M | 0.01% | −7,981−1.6% | Reduced |
| Goldman Sachs Group Inc | 403,495 | $20.0M | 0.01% | +19,743+5.1% | Added |
| Norges Bank | 400,589 | $19.8M | 0.00% | −100,800−20.1% | Reduced |
| ArrowMark Colorado Holdings LLC | 399,555 | $19.8M | 0.22% | +40,455+11.3% | Added |
| Bank of America Corp | 391,819 | $19.4M | 0.00% | −7,045−1.8% | Reduced |
| Bessemer Group Inc | 291,008 | $14.4M | 0.03% | −94,994−24.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 268,004 | $13.3M | 0.02% | −38,431−12.5% | Reduced |
| Bank of New York Mellon Corp | 215,910 | $10.7M | 0.00% | −10,676−4.7% | Reduced |
| Royal Bank of Canada | 214,492 | $10.6M | 0.00% | −30,608−12.5% | Reduced |
| First Manhattan Co | 192,530 | $9.53M | 0.04% | −37,030−16.1% | Reduced |
| Great Lakes Advisors, LLC | 187,755 | $9.29M | 0.08% | +187,755 | New |
| Invesco Ltd. | 184,762 | $9.14M | 0.00% | +41,025+28.5% | Added |
| Boston Partners | 163,731 | $8.10M | 0.01% | +28,923+21.5% | Added |
| STRS Ohio | 135,400 | $6.70M | 0.03% | −24,100−15.1% | Reduced |
| Segall Bryant & Hamill, LLC | 127,061 | $6.29M | 0.07% | +1,587+1.3% | Added |
| Assenagon Asset Management S.A. | 123,110 | $6.09M | 0.02% | −13,433−9.8% | Reduced |
| Public Employees Retirement System of Ohio | 112,205 | $5.55M | 0.02% | −220.0% | Reduced |
| Panagora Asset Management Inc | 106,920 | $5.29M | 0.03% | +5,829+5.8% | Added |
| Alberta Investment Management Corp | 105,468 | $5.22M | 0.05% | 00.0% | Unchanged |
| Castleark Management LLC | 102,970 | $5.10M | 0.25% | +20,940+25.5% | Added |
| Swiss National Bank | 98,700 | $4.88M | 0.00% | −13,000−11.6% | Reduced |
| JPMorgan Chase & Co | 90,004 | $4.45M | 0.00% | −8,618−8.7% | Reduced |
| Ameriprise Financial Inc | 83,774 | $4.15M | 0.00% | −16,519−16.5% | Reduced |
| SEI Investments Co | 83,206 | $4.12M | 0.01% | +66,987+413.0% | Added |
| Two Sigma Advisers, LP | 80,423 | $3.98M | 0.01% | −24,200−23.1% | Reduced |
| UBS Asset Management Americas Inc | 79,601 | $3.94M | 0.00% | +4,711+6.3% | Added |
| New York State Common Retirement Fund | 77,896 | $3.86M | 0.01% | −10,898−12.3% | Reduced |
| FMR LLC | 76,456 | $3.78M | 0.00% | +5,273+7.4% | Added |
| Neuberger Berman Group LLC | 74,906 | $3.71M | 0.00% | +7,368+10.9% | Added |
| Laurus Investment Counsel Inc. | 55,270 | $3.70M | 1.32% | +2,340+4.4% | Added |
| First Trust Advisors LP | 74,791 | $3.70M | 0.00% | −14,198−16.0% | Reduced |
| Rice Hall James & Associates, LLC | 69,847 | $3.46M | 0.20% | −1,469−2.1% | Reduced |
| Russell Investments Group, Ltd. | 69,348 | $3.43M | 0.01% | −33,924−32.8% | Reduced |
| Rhumbline Advisers | 67,336 | $3.33M | 0.00% | −518−0.8% | Reduced |
| D. E. Shaw & Co., Inc. | 64,561 | $3.20M | 0.01% | −13,357−17.1% | Reduced |
| Alliancebernstein L.P. | 61,386 | $3.04M | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 60,042 | $2.97M | 0.00% | +5,269+9.6% | Added |
| California State Teachers Retirement System | 57,785 | $2.86M | 0.00% | −1,610−2.7% | Reduced |
| Fiera Capital Corp | 57,745 | $2.86M | 0.01% | +57,745 | New |
| Woodard & Co Asset Management Group Inc | 57,645 | $2.85M | 0.99% | 00.0% | Unchanged |
| Millennium Management LLC | 56,720 | $2.81M | 0.00% | +13,902+32.5% | Added |
| Argent Capital Management LLC | 55,955 | $2.77M | 0.10% | +219+0.4% | Added |
| Teacher Retirement System of Texas | 54,841 | $2.71M | 0.02% | +14,193+34.9% | Added |
| Burton Enright Welch | 52,807 | $2.61M | 1.00% | +5,932+12.7% | Added |
| American Century Companies Inc | 49,325 | $2.42M | 0.00% | −77,252−61.0% | Reduced |
| Chatham Capital Group, Inc. | 48,547 | $2.40M | 0.54% | +922+1.9% | Added |
| Legal & General Group Plc | 48,414 | $2.40M | 0.00% | +4,367+9.9% | Added |
| Qube Research & Technologies Ltd | 47,663 | $2.36M | 0.01% | −9,878−17.2% | Reduced |
| Voloridge Investment Management, LLC | 46,859 | $2.32M | 0.01% | −36,845−44.0% | Reduced |
| Martingale Asset Management L P | 46,339 | $2.29M | 0.04% | 00.0% | Unchanged |
| Roundview Capital LLC | 45,881 | $2.27M | 0.24% | +5,376+13.3% | Added |
| EAM Investors, LLC | 45,532 | $2.25M | 0.44% | −15,735−25.7% | Reduced |
| Private Advisor Group, LLC | 42,257 | $2.09M | 0.02% | 00.0% | Unchanged |
| Calamos Advisors LLC | 41,794 | $2.07M | 0.01% | −14,789−26.1% | Reduced |
| Credit Suisse AG | 41,738 | $2.07M | 0.00% | +970+2.4% | Added |
| Janus Henderson Group PLC | 38,535 | $1.91M | 0.00% | +30,636+387.8% | Added |
| Wells Fargo & Company | 37,750 | $1.87M | 0.00% | −10,633−22.0% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 34,400 | $1.70M | 0.01% | +200+0.6% | Added |
| Deutsche Bank AG | 34,150 | $1.69M | 0.00% | +9,069+36.2% | Added |
| First Republic Investment Management, Inc. | 33,627 | $1.66M | 0.00% | +6,495+23.9% | Added |
| CWM, LLC | 33,377 | $1.65M | 0.01% | −1,441−4.1% | Reduced |
| Millington Financial Advisors, LLC | 30,224 | $1.50M | 1.38% | −1,346−4.3% | Reduced |
| AXA S.A. | 29,400 | $1.46M | 0.01% | +6,100+26.2% | Added |
| BNP Paribas Arbitrage, SA | 29,312 | $1.45M | 0.00% | +16,109+122.0% | Added |
| Aviva PLC | 29,227 | $1.45M | 0.01% | +8,534+41.2% | Added |
| Susquehanna Fundamental Investments, LLC | 29,026 | $1.44M | 0.03% | −6,833−19.1% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 28,676 | $1.42M | 0.29% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 27,576 | $1.36M | 0.01% | +195+0.7% | Added |
| MetLife Investment Management | 25,368 | $1.26M | 0.01% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 24,831 | $1.23M | 0.01% | +14,262+134.9% | Added |
| Susquehanna International Group, LLP | 24,238 | $1.20M | 0.00% | +3,492+16.8% | Added |
| Barclays PLC | 23,923 | $1.18M | 0.00% | +11,059+86.0% | Added |
| Envestnet Asset Management Inc | 23,232 | $1.15M | 0.00% | +2,213+10.5% | Added |
| American International Group, Inc. | 22,825 | $1.13M | 0.01% | +164+0.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 22,035 | $1.09M | 0.00% | +1,183+5.7% | Added |