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 |
|---|---|---|---|---|---|
| Global Financial Private Client, LLC | 406 | $20.2K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 373 | $18.5K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 364 | $18.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 268 | $13.3K | 0.00% | +191+248.1% | Added |
| Lindbrook Capital, LLC | 201 | $9.95K | 0.00% | +8+4.1% | Added |
| EverSource Wealth Advisors, LLC | 189 | $9.35K | 0.00% | +189 | New |
| Quadrant Capital Group LLC | 142 | $7.03K | 0.00% | −64−31.1% | Reduced |
| Belpointe Asset Management LLC | 142 | $7.03K | 0.00% | 00.0% | Unchanged |
| Point72 Middle East FZE | 137 | $6.78K | 0.00% | +80+140.4% | Added |
| KB Financial Partners, LLC | 126 | $6.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 106 | $5.25K | 0.00% | −4−3.6% | Reduced |
| Advisory Services Network, LLC | 100 | $4.95K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 85 | $4.21K | 0.00% | +85 | New |
| Manchester Capital Management LLC | 82 | $4.06K | 0.00% | −1−1.2% | Reduced |
| Ronald Blue Trust, Inc. | 95 | $4.00K | 0.00% | +64+206.5% | Added |
| Park Place Capital Corp | 72 | $3.56K | 0.00% | +72 | New |
| Farther Finance Advisors, LLC | 39 | $1.93K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 26 | $1.29K | 0.00% | −64−71.1% | Reduced |
| Capital Advisors, Ltd. LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 18 | $891 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 18 | $891 | 0.00% | +18 | New |
| JFS Wealth Advisors, LLC | 12 | $594 | 0.00% | +1+9.1% | Added |
| Bell Investment Advisors, Inc | 11 | $545 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $248 | 0.00% | −2−28.6% | Reduced |
| Disciplined Investments, LLC | 4 | $198 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4 | $198 | 0.00% | +1+33.3% | Added |
| Tfo-TDC, LLC | 1 | $49 | 0.00% | 00.0% | Unchanged |
| 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 |