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 |
|---|---|---|---|---|---|
| Goldman Sachs Group Inc | 403,495 | $20.0M | 0.01% | +19,743+5.1% | Added |
| Charles Schwab Investment Management Inc | 487,211 | $24.1M | 0.01% | −7,981−1.6% | Reduced |
| Nuveen Asset Management, LLC | 490,967 | $24.3M | 0.01% | +46,346+10.4% | Added |
| Fenimore Asset Management Inc | 565,860 | $28.0M | 0.73% | +664+0.1% | Added |
| Neumeier Poma Investment Counsel LLC | 682,010 | $33.8M | 3.15% | +115,520+20.4% | Added |
| Macquarie Group Ltd | 690,264 | $34.2M | 0.04% | +482,779+232.7% | Added |
| Paradice Investment Management LLC | 701,063 | $34.7M | 2.64% | −10,916−1.5% | Reduced |
| Granite Investment Partners, LLC | 716,194 | $35.4M | 1.48% | −6,520−0.9% | Reduced |
| William Blair Investment Management, LLC | 737,864 | $36.5M | 0.13% | −143,641−16.3% | Reduced |
| Price T Rowe Associates Inc | 852,655 | $42.2M | 0.01% | +175,133+25.8% | Added |
| BloombergSen Inc. | 871,427 | $43.1M | 3.65% | +237,983+37.6% | Added |
| Geode Capital Management, LLC | 908,515 | $45.0M | 0.01% | +32,977+3.8% | Added |
| GW&K Investment Management, LLC | 949,688 | $47.0M | 0.45% | +605,342+175.8% | Added |
| State Street Corp | 1,015,671 | $50.3M | 0.00% | +19,986+2.0% | Added |
| Cardinal Capital Management LLC | 1,061,326 | $52.5M | 1.86% | −132,093−11.1% | Reduced |
| Mawer Investment Management Ltd. | 1,095,000 | $54.2M | 0.30% | −172,400−13.6% | Reduced |
| Northern Trust Corp | 1,163,237 | $57.6M | 0.01% | −22,789−1.9% | Reduced |
| Silvercrest Asset Management Group LLC | 1,275,077 | $63.1M | 0.48% | −39,287−3.0% | Reduced |
| Victory Capital Management Inc | 1,502,027 | $74.3M | 0.08% | −157,804−9.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,602,303 | $79.3M | 0.13% | −242,726−13.2% | Reduced |
| Burgundy Asset Management Ltd. | 1,807,936 | $89.5M | 1.11% | +11,479+0.6% | Added |
| FIL Ltd | 1,877,776 | $92.9M | 0.11% | −2,819−0.1% | Reduced |
| Vanguard Group Inc | 2,625,387 | $129.9M | 0.00% | +18,599+0.7% | Added |
| P2 Capital Partners, LLC | 2,759,595 | $136.6M | 17.51% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 3,207,439 | $158.7M | 0.05% | −284,193−8.1% | Reduced |
| BlackRock Inc. | 3,256,908 | $161.2M | 0.00% | −41,520−1.3% | Reduced |
| Morgan Stanley | 3,899,582 | $193.0M | 0.02% | +28,166+0.7% | Added |
| Man Group plc | 0 | $0 | 0.00% | −253,731−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −55,307−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −47,238−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −46,520−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −32,192−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −16,630−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −13,443−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −10,783−100.0% | Sold out |
| Morse Asset Management, Inc | 0 | $0 | 0.00% | −9,300−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −8,313−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −7,749−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −7,387−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −5,666−100.0% | Sold out |
| Kavar Capital Partners Group, LLC | 0 | $0 | 0.00% | −5,585−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −5,142−100.0% | Sold out |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,041−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −2,376−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −1,386−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −1,179−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −1,114−100.0% | Sold out |
| McElhenny Sheffield Capital Management, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −22−100.0% | Sold out |