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 | 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, 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 |
|---|---|---|---|---|---|
| Arizona State Retirement System | 13,256 | $656.0K | 0.01% | +197+1.5% | Added |
| Harvest Investment Services, LLC | 13,476 | $666.9K | 0.52% | +780+6.1% | Added |
| Shell Asset Management Co | 13,843 | $685.0K | 0.03% | −48−0.3% | Reduced |
| HighTower Advisors, LLC | 14,220 | $704.0K | 0.00% | −860−5.7% | Reduced |
| Zacks Investment Management | 14,247 | $705.1K | 0.01% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 15,598 | $771.9K | 0.50% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 15,598 | $772.0K | 0.18% | 00.0% | Unchanged |
| Royce & Associates LP | 16,791 | $831.0K | 0.01% | −4,200−20.0% | Reduced |
| State Board of Administration of Florida Retirement System | 16,848 | $833.8K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 17,400 | $861.1K | 0.07% | 00.0% | Unchanged |
| Commerce Bank | 17,459 | $864.0K | 0.01% | +7,435+74.2% | Added |
| Ensign Peak Advisors, Inc | 17,740 | $878.0K | 0.00% | +2,750+18.3% | Added |
| Stifel Financial Corp | 18,089 | $895.2K | 0.00% | +18,089 | New |
| Two Sigma Investments, LP | 18,101 | $895.8K | 0.00% | −81,977−81.9% | Reduced |
| Mackenzie Financial Corp | 18,283 | $904.8K | 0.00% | +10,384+131.5% | Added |
| Commonwealth Equity Services, LLC | 18,737 | $927.0K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 18,733 | $927.1K | 0.00% | +521+2.9% | Added |
| Voya Investment Management LLC | 19,061 | $943.3K | 0.00% | −113−0.6% | Reduced |
| Manufacturers Life Insurance Company, The | 19,449 | $962.5K | 0.00% | +87+0.4% | Added |
| ClariVest Asset Management LLC | 19,618 | $971.0K | 0.04% | +57+0.3% | Added |
| LPL Financial LLC | 20,116 | $995.5K | 0.00% | −1,507−7.0% | Reduced |
| Federated Hermes, Inc. | 20,200 | $999.7K | 0.00% | +4,349+27.4% | Added |
| Great West Life Assurance Co | 20,224 | $1.00M | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 20,287 | $1.00M | 0.01% | −33,964−62.6% | Reduced |
| AQR Capital Management LLC | 20,851 | $1.03M | 0.00% | −3,539−14.5% | Reduced |
| Jennison Associates LLC | 21,647 | $1.07M | 0.00% | −362−1.6% | Reduced |
| Chicago Wealth Management, Inc. | 22,000 | $1.09M | 0.87% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 22,035 | $1.09M | 0.00% | +1,183+5.7% | Added |
| American International Group, Inc. | 22,825 | $1.13M | 0.01% | +164+0.7% | Added |
| Envestnet Asset Management Inc | 23,232 | $1.15M | 0.00% | +2,213+10.5% | Added |
| Barclays PLC | 23,923 | $1.18M | 0.00% | +11,059+86.0% | Added |
| Susquehanna International Group, LLP | 24,238 | $1.20M | 0.00% | +3,492+16.8% | Added |
| Schonfeld Strategic Advisors LLC | 24,831 | $1.23M | 0.01% | +14,262+134.9% | Added |
| MetLife Investment Management | 25,368 | $1.26M | 0.01% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 27,576 | $1.36M | 0.01% | +195+0.7% | Added |
| Schneider Downs Wealth Management Advisors, LP | 28,676 | $1.42M | 0.29% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 29,026 | $1.44M | 0.03% | −6,833−19.1% | Reduced |
| Aviva PLC | 29,227 | $1.45M | 0.01% | +8,534+41.2% | Added |
| BNP Paribas Arbitrage, SA | 29,312 | $1.45M | 0.00% | +16,109+122.0% | Added |
| AXA S.A. | 29,400 | $1.46M | 0.01% | +6,100+26.2% | Added |
| Millington Financial Advisors, LLC | 30,224 | $1.50M | 1.38% | −1,346−4.3% | Reduced |
| CWM, LLC | 33,377 | $1.65M | 0.01% | −1,441−4.1% | Reduced |
| First Republic Investment Management, Inc. | 33,627 | $1.66M | 0.00% | +6,495+23.9% | Added |
| Deutsche Bank AG | 34,150 | $1.69M | 0.00% | +9,069+36.2% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 34,400 | $1.70M | 0.01% | +200+0.6% | Added |
| Wells Fargo & Company | 37,750 | $1.87M | 0.00% | −10,633−22.0% | Reduced |
| Janus Henderson Group PLC | 38,535 | $1.91M | 0.00% | +30,636+387.8% | Added |
| Credit Suisse AG | 41,738 | $2.07M | 0.00% | +970+2.4% | Added |
| Calamos Advisors LLC | 41,794 | $2.07M | 0.01% | −14,789−26.1% | Reduced |
| Private Advisor Group, LLC | 42,257 | $2.09M | 0.02% | 00.0% | Unchanged |
| EAM Investors, LLC | 45,532 | $2.25M | 0.44% | −15,735−25.7% | Reduced |
| Roundview Capital LLC | 45,881 | $2.27M | 0.24% | +5,376+13.3% | Added |
| Martingale Asset Management L P | 46,339 | $2.29M | 0.04% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 46,859 | $2.32M | 0.01% | −36,845−44.0% | Reduced |
| Qube Research & Technologies Ltd | 47,663 | $2.36M | 0.01% | −9,878−17.2% | Reduced |
| Legal & General Group Plc | 48,414 | $2.40M | 0.00% | +4,367+9.9% | Added |
| Chatham Capital Group, Inc. | 48,547 | $2.40M | 0.54% | +922+1.9% | Added |
| American Century Companies Inc | 49,325 | $2.42M | 0.00% | −77,252−61.0% | Reduced |
| Burton Enright Welch | 52,807 | $2.61M | 1.00% | +5,932+12.7% | Added |
| Teacher Retirement System of Texas | 54,841 | $2.71M | 0.02% | +14,193+34.9% | Added |
| Argent Capital Management LLC | 55,955 | $2.77M | 0.10% | +219+0.4% | Added |
| Millennium Management LLC | 56,720 | $2.81M | 0.00% | +13,902+32.5% | Added |
| Woodard & Co Asset Management Group Inc | 57,645 | $2.85M | 0.99% | 00.0% | Unchanged |
| Fiera Capital Corp | 57,745 | $2.86M | 0.01% | +57,745 | New |
| California State Teachers Retirement System | 57,785 | $2.86M | 0.00% | −1,610−2.7% | Reduced |
| UBS Group AG | 60,042 | $2.97M | 0.00% | +5,269+9.6% | Added |
| Alliancebernstein L.P. | 61,386 | $3.04M | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 64,561 | $3.20M | 0.01% | −13,357−17.1% | Reduced |
| Rhumbline Advisers | 67,336 | $3.33M | 0.00% | −518−0.8% | Reduced |
| Russell Investments Group, Ltd. | 69,348 | $3.43M | 0.01% | −33,924−32.8% | Reduced |
| Rice Hall James & Associates, LLC | 69,847 | $3.46M | 0.20% | −1,469−2.1% | Reduced |
| First Trust Advisors LP | 74,791 | $3.70M | 0.00% | −14,198−16.0% | Reduced |
| Laurus Investment Counsel Inc. | 55,270 | $3.70M | 1.32% | +2,340+4.4% | Added |
| Neuberger Berman Group LLC | 74,906 | $3.71M | 0.00% | +7,368+10.9% | Added |
| FMR LLC | 76,456 | $3.78M | 0.00% | +5,273+7.4% | Added |
| New York State Common Retirement Fund | 77,896 | $3.86M | 0.01% | −10,898−12.3% | Reduced |
| UBS Asset Management Americas Inc | 79,601 | $3.94M | 0.00% | +4,711+6.3% | Added |
| Two Sigma Advisers, LP | 80,423 | $3.98M | 0.01% | −24,200−23.1% | Reduced |
| SEI Investments Co | 83,206 | $4.12M | 0.01% | +66,987+413.0% | Added |
| Ameriprise Financial Inc | 83,774 | $4.15M | 0.00% | −16,519−16.5% | Reduced |
| JPMorgan Chase & Co | 90,004 | $4.45M | 0.00% | −8,618−8.7% | Reduced |
| Swiss National Bank | 98,700 | $4.88M | 0.00% | −13,000−11.6% | Reduced |
| Castleark Management LLC | 102,970 | $5.10M | 0.25% | +20,940+25.5% | Added |
| Alberta Investment Management Corp | 105,468 | $5.22M | 0.05% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 106,920 | $5.29M | 0.03% | +5,829+5.8% | Added |
| Public Employees Retirement System of Ohio | 112,205 | $5.55M | 0.02% | −220.0% | Reduced |
| Assenagon Asset Management S.A. | 123,110 | $6.09M | 0.02% | −13,433−9.8% | Reduced |
| Segall Bryant & Hamill, LLC | 127,061 | $6.29M | 0.07% | +1,587+1.3% | Added |
| STRS Ohio | 135,400 | $6.70M | 0.03% | −24,100−15.1% | Reduced |
| Boston Partners | 163,731 | $8.10M | 0.01% | +28,923+21.5% | Added |
| Invesco Ltd. | 184,762 | $9.14M | 0.00% | +41,025+28.5% | Added |
| Great Lakes Advisors, LLC | 187,755 | $9.29M | 0.08% | +187,755 | New |
| First Manhattan Co | 192,530 | $9.53M | 0.04% | −37,030−16.1% | Reduced |
| Royal Bank of Canada | 214,492 | $10.6M | 0.00% | −30,608−12.5% | Reduced |
| Bank of New York Mellon Corp | 215,910 | $10.7M | 0.00% | −10,676−4.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 268,004 | $13.3M | 0.02% | −38,431−12.5% | Reduced |
| Bessemer Group Inc | 291,008 | $14.4M | 0.03% | −94,994−24.6% | Reduced |
| Bank of America Corp | 391,819 | $19.4M | 0.00% | −7,045−1.8% | Reduced |
| ArrowMark Colorado Holdings LLC | 399,555 | $19.8M | 0.22% | +40,455+11.3% | Added |
| Norges Bank | 400,589 | $19.8M | 0.00% | −100,800−20.1% | Reduced |