Skip to main content
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, 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.

Institutional holdersQ1 2023: 227 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 heldQ1 2023: $2.21B
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, Q1 2023

Shares, value and share of portfolio for each institution holding CBIZ, Inc.; share changes are against Q4 2022.

Institutions holding CBZ in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Tfo-TDC, LLC1$490.00%00.0%Unchanged
Disciplined Investments, LLC4$1980.00%00.0%Unchanged
AdvisorNet Financial, Inc4$1980.00%+1+33.3%Added
SJS Investment Consulting Inc.5$2480.00%−2−28.6%Reduced
Bell Investment Advisors, Inc11$5450.00%00.0%Unchanged
JFS Wealth Advisors, LLC12$5940.00%+1+9.1%Added
Schubert & Co18$8910.00%00.0%Unchanged
SRS Capital Advisors, Inc.18$8910.00%+18New
Capital Advisors, Ltd. LLC13$1.00K0.00%00.0%Unchanged
GWM Advisors LLC26$1.29K0.00%−64−71.1%Reduced
Farther Finance Advisors, LLC39$1.93K0.00%00.0%Unchanged
Park Place Capital Corp72$3.56K0.00%+72New
Ronald Blue Trust, Inc.95$4.00K0.00%+64+206.5%Added
Manchester Capital Management LLC82$4.06K0.00%−1−1.2%Reduced
Private Trust Co NA85$4.21K0.00%+85New
Advisory Services Network, LLC100$4.95K0.00%00.0%Unchanged
Parallel Advisors, LLC106$5.25K0.00%−4−3.6%Reduced
KB Financial Partners, LLC126$6.00K0.00%00.0%Unchanged
Point72 Middle East FZE137$6.78K0.00%+80+140.4%Added
Quadrant Capital Group LLC142$7.03K0.00%−64−31.1%Reduced
Belpointe Asset Management LLC142$7.03K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC189$9.35K0.00%+189New
Lindbrook Capital, LLC201$9.95K0.00%+8+4.1%Added
First Horizon Advisors, Inc.268$13.3K0.00%+191+248.1%Added
TCI Wealth Advisors, Inc.364$18.0K0.00%00.0%Unchanged
Brown Brothers Harriman & Co373$18.5K0.00%00.0%Unchanged
Global Financial Private Client, LLC406$20.2K0.01%00.0%Unchanged
Signaturefd, LLC463$22.9K0.00%+175+60.8%Added
Covestor Ltd488$24.0K0.02%+174+55.4%Added
Cassady Schiller Wealth Management, LLC500$24.7K0.01%00.0%Unchanged
Ancora Advisors, LLC500$24.7K0.00%00.0%Unchanged
Quantbot Technologies LP664$32.9K0.00%−8,959−93.1%Reduced
Assetmark, Inc725$35.9K0.00%+725New
Pinebridge Investments, L.P.756$37.4K0.00%00.0%Unchanged
Systematic Alpha Investments, LLC1,118$55.3K0.00%+1,118New
Aquatic Capital Management LLC1,200$59.0K0.00%+1,200New
Advisor Group Holdings, Inc.1,259$62.3K0.00%+53+4.4%Added
Tower Research Capital LLC (TRC)1,367$68.0K0.00%+190+16.1%Added
US Bancorp1,685$83.4K0.00%−29−1.7%Reduced
Ridgewood Investments LLC1,850$91.6K0.06%+1,850New
State of Wyoming2,093$103.6K0.03%+1,659+382.3%Added
Trust Co of Vermont2,125$105.2K0.01%00.0%Unchanged
Metropolitan Life Insurance Co2,528$125.1K0.01%−451−15.1%Reduced
Nisa Investment Advisors, LLC2,691$133.0K0.00%00.0%Unchanged
Systematic Financial Management LP2,898$143.4K0.00%+2,898New
Huntington National Bank3,007$148.8K0.00%+65+2.2%Added
Ameritas Investment Partners, Inc.3,836$189.8K0.01%00.0%Unchanged
The PNC Financial Services Group, Inc.4,329$214.2K0.00%+3,634+522.9%Added
Sanders Morris Harris LLC4,400$217.8K0.08%00.0%Unchanged
Bank of Montreal4,400$218.0K0.00%+4,400New
Moran Wealth Management, LLC4,544$224.9K0.01%−1,344−22.8%Reduced
Vestcor Inc4,624$229.0K0.01%00.0%Unchanged
Mayflower Financial Advisors, LLC5,000$247.4K0.03%00.0%Unchanged
Mariner, LLC5,492$272.0K0.00%+141+2.6%Added
Zurcher Kantonalbank (Zurich Cantonalbank)5,500$272.2K0.00%00.0%Unchanged
CWM Advisors, LLC5,508$272.6K0.03%+495+9.9%Added
Sawgrass Asset Management LLC5,546$274.5K0.04%+5,546New
ProShare Advisors LLC5,566$275.5K0.00%−601−9.7%Reduced
Bleakley Financial Group, LLC5,625$278.4K0.01%+44+0.8%Added
Sawtooth Solutions, LLC5,625$278.4K0.01%+5,625New
HSBC Holdings PLC5,634$279.2K0.00%00.0%Unchanged
State of Wisconsin Investment Board5,763$285.2K0.00%−5−0.1%Reduced
Captrust Financial Advisors6,182$305.9K0.00%+67+1.1%Added
Pictet Asset Management SA6,261$309.9K0.00%00.0%Unchanged
SG Americas Securities, LLC6,441$319.0K0.00%−2,141−24.9%Reduced
Balyasny Asset Management LLC6,582$325.7K0.00%+114+1.8%Added
Amalgamated Bank6,670$330.0K0.00%−1,114−14.3%Reduced
Ifrah Financial Services, Inc.6,734$333.3K0.11%−221−3.2%Reduced
JustInvest LLC6,792$336.1K0.01%+6,792New
Aigen Investment Management, LP7,000$346.4K0.05%+82+1.2%Added
HMS Capital Management, LLC7,276$360.1K0.23%+345+5.0%Added
Thrivent Financial for Lutherans7,352$364.0K0.00%−23,772−76.4%Reduced
Citigroup Inc8,033$397.6K0.00%+1,237+18.2%Added
CBIZ Investment Advisory Services, LLC8,779$434.5K0.04%+8,779New
Empowered Funds, LLC8,983$444.6K0.03%+258+3.0%Added
Citadel Advisors LLC8,991$445.0K0.00%−4,804−34.8%Reduced
Valtinson Bruner Financial Planning LLC9,017$446.3K0.25%00.0%Unchanged
Creative Planning9,053$448.0K0.00%+3,096+52.0%Added
Engineers Gate Manager LP9,124$451.5K0.02%−18,226−66.6%Reduced
Diversified Trust Co9,352$462.8K0.02%+225+2.5%Added
Gotham Asset Management, LLC9,522$471.2K0.01%−1,483−13.5%Reduced
New York Life Investment Management LLC9,586$474.4K0.01%−3,930−29.1%Reduced
CAPROCK Group, Inc.9,812$485.6K0.04%+9,812New
RBF Capital, LLC10,000$494.9K0.04%00.0%Unchanged
Renaissance Technologies LLC10,000$495.0K0.00%+2,000+25.0%Added
Truist Financial Corp10,559$522.6K0.00%+221+2.1%Added
Next Capital Management LLC11,000$544.4K0.26%00.0%Unchanged
Meritage Portfolio Management11,148$552.0K0.04%00.0%Unchanged
Canada Pension Plan Investment Board11,200$554.3K0.00%00.0%Unchanged
Country Club Bank11,519$565.2K0.05%00.0%Unchanged
Principal Financial Group Inc11,426$565.5K0.00%−1,506−11.6%Reduced
Column Capital Advisors, LLC11,573$572.7K0.09%+11,573New
Occudo Quantitative Strategies LP11,704$579.2K0.05%+11,704New
Los Angeles Capital Management LLC11,791$583.5K0.00%00.0%Unchanged
Jane Street Group, LLC12,109$599.3K0.00%+4,878+67.5%Added
Trexquant Investment LP12,163$601.9K0.02%+12,163New
Inceptionr LLC12,178$602.7K0.19%+1,675+15.9%Added
Keybank National Association12,453$616.3K0.00%−1,930−13.4%Reduced
CI Private Wealth, LLC12,802$633.8K0.00%+12,802New
Apexium Financial, LP13,246$655.5K0.06%00.0%Unchanged