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, Q2 2023
Institutional positions in CBIZ, Inc. as of Jun 30, 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
- 233
- +6 vs. Q1 2023
- Shares held
- 44.3M
- −704.4K (−1.6%) vs. Q1 2023
- Total value
- $2.36B
- +$132.6M (+6.0%) vs. Q1 2023
- New holders
- 23
- 80 more added
- Sold out
- 17
- 84 more reduced
Compare with Q1 2023: 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 | 263 | $2.72B |
| Q2 2025 | 277 | $3.47B |
| Q1 2025 | 290 | $3.39B |
| Q4 2024 | 282 | $3.74B |
| Q3 2024 | 286 | $3.06B |
| Q2 2024 | 276 | $3.43B |
| Q1 2024 | 269 | $4.09B |
| Q4 2023 | 260 | $3.01B |
| Q3 2023 | 245 | $2.27B |
| Q2 2023 | 233 | $2.36B |
| Q1 2023 | 227 | $2.23B |
| Q4 2022 | 228 | $2.09B |
| Q3 2022 | 209 | $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, Q2 2023
Shares, value and share of portfolio for each institution holding CBIZ, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 3,948,680 | $210.4M | 0.02% | +49,098+1.3% | Added |
| BlackRock Inc. | 3,440,914 | $183.3M | 0.01% | +184,006+5.6% | Added |
| Dimensional Fund Advisors LP | 2,854,367 | $152.1M | 0.05% | −353,072−11.0% | Reduced |
| P2 Capital Partners, LLC | 2,688,964 | $143.3M | 16.67% | −70,631−2.6% | Reduced |
| Vanguard Group Inc | 2,635,712 | $140.4M | 0.00% | +10,325+0.4% | Added |
| Burgundy Asset Management Ltd. | 1,884,884 | $100.4M | 1.18% | +76,948+4.3% | Added |
| FIL Ltd | 1,877,776 | $100.0M | 0.11% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,414,609 | $75.4M | 0.12% | −187,694−11.7% | Reduced |
| Silvercrest Asset Management Group LLC | 1,266,578 | $67.5M | 0.48% | −8,499−0.7% | Reduced |
| Victory Capital Management Inc | 1,209,106 | $64.4M | 0.07% | −292,921−19.5% | Reduced |
| Mawer Investment Management Ltd. | 1,078,700 | $57.5M | 0.30% | −16,300−1.5% | Reduced |
| State Street Corp | 1,026,648 | $54.7M | 0.00% | +10,977+1.1% | Added |
| GW&K Investment Management, LLC | 958,244 | $51.1M | 0.48% | +8,556+0.9% | Added |
| Northern Trust Corp | 952,047 | $50.7M | 0.01% | −211,190−18.2% | Reduced |
| Geode Capital Management, LLC | 945,716 | $50.4M | 0.01% | +37,201+4.1% | Added |
| Price T Rowe Associates Inc | 891,425 | $47.5M | 0.01% | +38,770+4.5% | Added |
| BloombergSen Inc. | 879,339 | $46.9M | 4.15% | +7,912+0.9% | Added |
| Macquarie Group Ltd | 864,737 | $46.1M | 0.05% | +174,473+25.3% | Added |
| Cardinal Capital Management LLC | 819,141 | $43.6M | 1.65% | −242,185−22.8% | Reduced |
| William Blair Investment Management, LLC | 752,151 | $40.1M | 0.13% | +14,287+1.9% | Added |
| Granite Investment Partners, LLC | 710,308 | $37.8M | 1.51% | −5,886−0.8% | Reduced |
| Neumeier Poma Investment Counsel LLC | 701,500 | $37.4M | 3.42% | +19,490+2.9% | Added |
| Paradice Investment Management LLC | 676,484 | $36.0M | 2.68% | −24,579−3.5% | Reduced |
| Fenimore Asset Management Inc | 531,599 | $28.3M | 0.71% | −34,261−6.1% | Reduced |
| Charles Schwab Investment Management Inc | 483,722 | $25.8M | 0.01% | −3,489−0.7% | Reduced |
| FMR LLC | 474,432 | $25.3M | 0.00% | +321,520+210.3% | Added |
| Nuveen Asset Management, LLC | 413,655 | $22.0M | 0.01% | −77,312−15.7% | Reduced |
| Norges Bank | 395,702 | $21.1M | 0.00% | −4,887−1.2% | Reduced |
| ArrowMark Colorado Holdings LLC | 370,745 | $19.8M | 0.22% | −28,810−7.2% | Reduced |
| Goldman Sachs Group Inc | 358,651 | $19.1M | 0.00% | −44,844−11.1% | Reduced |
| Bank of America Corp | 354,297 | $18.9M | 0.00% | −37,522−9.6% | Reduced |
| Bessemer Group Inc | 305,701 | $16.3M | 0.03% | +14,693+5.0% | Added |
| JPMorgan Chase & Co | 248,853 | $13.3M | 0.00% | +158,849+176.5% | Added |
| Royal Bank of Canada | 225,542 | $12.0M | 0.00% | +11,050+5.2% | Added |
| Bank of New York Mellon Corp | 210,763 | $11.2M | 0.00% | −5,147−2.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 191,413 | $10.2M | 0.01% | −76,591−28.6% | Reduced |
| Invesco Ltd. | 183,128 | $9.76M | 0.00% | −1,634−0.9% | Reduced |
| First Manhattan Co | 155,635 | $8.29M | 0.03% | −36,895−19.2% | Reduced |
| Boston Partners | 154,787 | $8.25M | 0.01% | −8,944−5.5% | Reduced |
| Segall Bryant & Hamill, LLC | 127,649 | $6.80M | 0.07% | +588+0.5% | Added |
| Neuberger Berman Group LLC | 127,592 | $6.80M | 0.01% | +52,686+70.3% | Added |
| Great Lakes Advisors, LLC | 123,701 | $6.59M | 0.07% | −64,054−34.1% | Reduced |
| STRS Ohio | 121,300 | $6.46M | 0.03% | −284,900−70.1% | Reduced |
| Russell Investments Group, Ltd. | 113,719 | $6.06M | 0.01% | +44,371+64.0% | Added |
| Public Employees Retirement System of Ohio | 112,168 | $5.98M | 0.02% | −370.0% | Reduced |
| Alberta Investment Management Corp | 105,468 | $5.62M | 0.05% | 00.0% | Unchanged |
| Swiss National Bank | 98,700 | $5.26M | 0.00% | 00.0% | Unchanged |
| Fiera Capital Corp | 96,350 | $5.13M | 0.01% | +38,605+66.9% | Added |
| Castleark Management LLC | 90,730 | $4.83M | 0.22% | −12,240−11.9% | Reduced |
| Panagora Asset Management Inc | 90,209 | $4.81M | 0.03% | −16,711−15.6% | Reduced |
| Two Sigma Investments, LP | 89,547 | $4.77M | 0.01% | +71,446+394.7% | Added |
| Premier Fund Managers Ltd | 88,494 | $4.69M | 0.19% | +88,494 | New |
| Assenagon Asset Management S.A. | 87,667 | $4.67M | 0.02% | −35,443−28.8% | Reduced |
| Ameriprise Financial Inc | 83,786 | $4.46M | 0.00% | +120.0% | Added |
| Deutsche Bank AG | 81,444 | $4.34M | 0.00% | +47,294+138.5% | Added |
| Two Sigma Advisers, LP | 78,623 | $4.19M | 0.01% | −1,800−2.2% | Reduced |
| Laurus Investment Counsel Inc. | 59,200 | $4.18M | 1.50% | +3,930+7.1% | Added |
| D. E. Shaw & Co., Inc. | 78,195 | $4.17M | 0.01% | +13,634+21.1% | Added |
| UBS Asset Management Americas Inc | 79,601 | $3.94M | 0.00% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 72,299 | $3.85M | 0.02% | +72,299 | New |
| New York State Common Retirement Fund | 72,256 | $3.85M | 0.00% | −5,640−7.2% | Reduced |
| First Trust Advisors LP | 70,837 | $3.77M | 0.00% | −3,954−5.3% | Reduced |
| Rhumbline Advisers | 69,695 | $3.71M | 0.00% | +2,359+3.5% | Added |
| SEI Investments Co | 69,346 | $3.69M | 0.01% | −13,860−16.7% | Reduced |
| Calamos Advisors LLC | 68,358 | $3.64M | 0.02% | +26,564+63.6% | Added |
| UBS Group AG | 67,216 | $3.58M | 0.00% | +7,174+11.9% | Added |
| Janus Henderson Group PLC | 63,332 | $3.37M | 0.00% | +24,797+64.3% | Added |
| Rice Hall James & Associates, LLC | 62,256 | $3.32M | 0.19% | −7,591−10.9% | Reduced |
| American Century Companies Inc | 57,850 | $3.08M | 0.00% | +8,525+17.3% | Added |
| Alliancebernstein L.P. | 57,761 | $3.08M | 0.00% | −3,625−5.9% | Reduced |
| Woodard & Co Asset Management Group Inc | 57,645 | $3.07M | 1.02% | 00.0% | Unchanged |
| Argent Capital Management LLC | 56,880 | $3.03M | 0.10% | +925+1.7% | Added |
| California State Teachers Retirement System | 55,914 | $2.98M | 0.00% | −1,871−3.2% | Reduced |
| Susquehanna International Group, LLP | 52,024 | $2.77M | 0.00% | +27,786+114.6% | Added |
| Teacher Retirement System of Texas | 49,813 | $2.65M | 0.02% | −5,028−9.2% | Reduced |
| Legal & General Group Plc | 49,784 | $2.65M | 0.00% | +1,370+2.8% | Added |
| Chatham Capital Group, Inc. | 48,597 | $2.59M | 0.54% | +50+0.1% | Added |
| Wells Fargo & Company | 48,005 | $2.56M | 0.00% | +10,255+27.2% | Added |
| Voloridge Investment Management, LLC | 47,358 | $2.52M | 0.01% | +499+1.1% | Added |
| Credit Suisse AG | 46,695 | $2.49M | 0.00% | +4,957+11.9% | Added |
| Roundview Capital LLC | 45,881 | $2.44M | 0.24% | 00.0% | Unchanged |
| Martingale Asset Management L P | 44,139 | $2.35M | 0.05% | −2,200−4.7% | Reduced |
| Edgestream Partners, L.P. | 43,390 | $2.31M | 0.21% | +43,390 | New |
| Private Advisor Group, LLC | 42,257 | $2.25M | 0.02% | 00.0% | Unchanged |
| Great West Life Assurance Co | 34,822 | $1.87M | 0.00% | +14,598+72.2% | Added |
| Royce & Associates LP | 33,401 | $1.78M | 0.02% | +16,610+98.9% | Added |
| Occudo Quantitative Strategies LP | 33,179 | $1.77M | 0.18% | +21,475+183.5% | Added |
| Millington Financial Advisors, LLC | 29,814 | $1.59M | 1.41% | −410−1.4% | Reduced |
| Citigroup Inc | 29,701 | $1.58M | 0.00% | +21,668+269.7% | Added |
| CWM, LLC | 29,433 | $1.57M | 0.01% | −3,944−11.8% | Reduced |
| AXA S.A. | 29,400 | $1.57M | 0.01% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 28,282 | $1.51M | 0.34% | −394−1.4% | Reduced |
| Aviva PLC | 27,009 | $1.44M | 0.01% | −2,218−7.6% | Reduced |
| MetLife Investment Management | 25,788 | $1.37M | 0.01% | +420+1.7% | Added |
| Glenmede Trust Co NA | 27,576 | $1.36M | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 23,347 | $1.24M | 0.00% | +115+0.5% | Added |
| American International Group, Inc. | 23,086 | $1.23M | 0.01% | +261+1.1% | Added |
| Renaissance Technologies LLC | 22,826 | $1.22M | 0.00% | +12,826+128.3% | Added |
| BNP Paribas Arbitrage, SA | 22,488 | $1.20M | 0.00% | −6,824−23.3% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 22,348 | $1.19M | 0.01% | −12,052−35.0% | Reduced |