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.
Q1 2023 vs. Q4 2022
How the institutions holding CBIZ, Inc. changed between Q4 2022 and Q1 2023.
All holders in Q1 2023All holders in Q4 2022
| Measure | Q4 2022 | Q1 2023 | Change |
|---|---|---|---|
| Holders | 228 | 227 | −1 |
| Shares | 44.7M | 44.6M | −77.6K (−0.2%) |
| Value | $2.09B | $2.21B | +$116.2M (+5.6%) |
New holders (22)
Institutions that held CBIZ, Inc. at the end of Q1 2023 but not at the end of Q4 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Great Lakes Advisors, LLC | 187,755 | $9.29M | 0.08% |
| Fiera Capital Corp | 57,745 | $2.86M | 0.01% |
| Stifel Financial Corp | 18,089 | $895.2K | 0.00% |
| CI Private Wealth, LLC | 12,802 | $633.8K | 0.00% |
| Trexquant Investment LP | 12,163 | $601.9K | 0.02% |
| Occudo Quantitative Strategies LP | 11,704 | $579.2K | 0.05% |
| Column Capital Advisors, LLC | 11,573 | $572.7K | 0.09% |
| CAPROCK Group, Inc. | 9,812 | $485.6K | 0.04% |
| CBIZ Investment Advisory Services, LLC | 8,779 | $434.5K | 0.04% |
| JustInvest LLC | 6,792 | $336.1K | 0.01% |
| Sawtooth Solutions, LLC | 5,625 | $278.4K | 0.01% |
| Sawgrass Asset Management LLC | 5,546 | $274.5K | 0.04% |
| Bank of Montreal | 4,400 | $218.0K | 0.00% |
| Systematic Financial Management LP | 2,898 | $143.4K | 0.00% |
| Ridgewood Investments LLC | 1,850 | $91.6K | 0.06% |
| Aquatic Capital Management LLC | 1,200 | $59.0K | 0.00% |
| Systematic Alpha Investments, LLC | 1,118 | $55.3K | 0.00% |
| Assetmark, Inc | 725 | $35.9K | 0.00% |
| EverSource Wealth Advisors, LLC | 189 | $9.35K | 0.00% |
| Private Trust Co NA | 85 | $4.21K | 0.00% |
| Park Place Capital Corp | 72 | $3.56K | 0.00% |
| SRS Capital Advisors, Inc. | 18 | $891 | 0.00% |
Sold out (23)
Institutions that held CBIZ, Inc. at the end of Q4 2022 and filed for Q1 2023 without it.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Man Group plc | 253,731 | $11.9M |
| Lazard Asset Management LLC | 55,307 | $2.59M |
| State of New Jersey Common Pension Fund D | 47,238 | $2.21M |
| EAM Global Investors LLC | 46,520 | $2.18M |
| Graham Capital Management, L.P. | 32,192 | $1.51M |
| Dynamic Technology Lab Private Ltd | 16,630 | $779.0K |
| HRT Financial LP | 13,443 | $629.0K |
| PDT Partners, LLC | 10,783 | $505.2K |
| Morse Asset Management, Inc | 9,300 | $436.0K |
| Acadian Asset Management LLC | 8,313 | $389.0K |
| Sumitomo Mitsui Trust Holdings, Inc. | 7,749 | $363.0K |
| ExodusPoint Capital Management, LP | 7,387 | $346.0K |
| Centiva Capital, LP | 5,666 | $265.5K |
| Kavar Capital Partners Group, LLC | 5,585 | $261.7K |
| Petrus Trust Company, LTA | 5,142 | $240.9K |
| One Wealth Advisors, LLC | 3,041 | $142.5K |
| PEAK6 Investments LLC | 2,376 | $111.3K |
| Money Concepts Capital Corp | 1,386 | $64.9K |
| Dark Forest Capital Management LP | 1,179 | $55.2K |
| Rockefeller Capital Management L.P. | 1,114 | $52.0K |
| McElhenny Sheffield Capital Management, LLC | 1,000 | $46.9K |
| IFP Advisors, Inc | 43 | $2.00K |
| Ellevest, Inc. | 22 | $1.03K |