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
- −357.2K (−0.8%) vs. Q1 2023
- Total value
- $2.36B
- +$149.8M (+6.8%) 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 | 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, 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 |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 1 | $53 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 1 | $53 | 0.00% | +1 | New |
| AdvisorNet Financial, Inc | 5 | $266 | 0.00% | +1+25.0% | Added |
| Disciplined Investments, LLC | 5 | $266 | 0.00% | +1+25.0% | Added |
| Versant Capital Management, Inc | 5 | $266 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 7 | $373 | 0.00% | +2+40.0% | Added |
| Bell Investment Advisors, Inc | 11 | $587 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 12 | $640 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 17 | $906 | 0.00% | +17 | New |
| SRS Capital Advisors, Inc. | 18 | $960 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 26 | $1.39K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 39 | $2.08K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 72 | $3.84K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 68 | $4.00K | 0.00% | +68 | New |
| Hillsdale Investment Management Inc. | 80 | $4.26K | 0.00% | −17,320−99.5% | Reduced |
| Manchester Capital Management LLC | 82 | $4.37K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 85 | $4.53K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 99 | $5.28K | 0.00% | −7−6.6% | Reduced |
| KB Financial Partners, LLC | 126 | $7.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 189 | $10.1K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 201 | $10.7K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 223 | $11.9K | 0.00% | +81+57.0% | Added |
| First Horizon Advisors, Inc. | 268 | $14.3K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 293 | $15.6K | 0.00% | +293 | New |
| Brown Brothers Harriman & Co | 373 | $19.9K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 406 | $21.8K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 447 | $23.8K | 0.00% | −16−3.5% | Reduced |
| Ancora Advisors, LLC | 500 | $26.6K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 500 | $26.6K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 676 | $36.0K | 0.00% | +12+1.8% | Added |
| Assetmark, Inc | 725 | $38.6K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 876 | $46.7K | 0.03% | +876 | New |
| Systematic Alpha Investments, LLC | 1,118 | $59.6K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 1,159 | $61.8K | 0.00% | +403+53.3% | Added |
| Covestor Ltd | 1,154 | $62.0K | 0.05% | +666+136.5% | Added |
| Advisor Group Holdings, Inc. | 1,347 | $71.8K | 0.00% | +88+7.0% | Added |
| Cubist Systematic Strategies, LLC | 1,479 | $78.8K | 0.00% | −18,808−92.7% | Reduced |
| US Bancorp | 1,604 | $85.5K | 0.00% | −81−4.8% | Reduced |
| Ridgewood Investments LLC | 1,850 | $98.6K | 0.06% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,950 | $103.9K | 0.01% | −175−8.2% | Reduced |
| Metropolitan Life Insurance Co | 2,591 | $138.0K | 0.01% | +63+2.5% | Added |
| Nisa Investment Advisors, LLC | 2,601 | $138.6K | 0.00% | −90−3.3% | Reduced |
| Exchange Traded Concepts, LLC | 2,693 | $143.5K | 0.00% | +2,693 | New |
| TD Waterhouse Canada Inc. | 3,025 | $161.9K | 0.00% | +3,025 | New |
| State of Wyoming | 3,224 | $171.8K | 0.05% | +1,131+54.0% | Added |
| Huntington National Bank | 3,247 | $173.0K | 0.00% | +240+8.0% | Added |
| Lazard Asset Management LLC | 3,701 | $197.0K | 0.00% | +3,701 | New |
| Ameritas Investment Partners, Inc. | 3,836 | $204.4K | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 4,124 | $219.7K | 0.00% | +4,124 | New |
| State of Wisconsin Investment Board | 4,190 | $223.2K | 0.00% | −1,573−27.3% | Reduced |
| Sawtooth Solutions, LLC | 4,322 | $230.3K | 0.01% | −1,303−23.2% | Reduced |
| Bleakley Financial Group, LLC | 4,322 | $230.3K | 0.01% | −1,303−23.2% | Reduced |
| Cresset Asset Management, LLC | 4,506 | $240.1K | 0.00% | +4,506 | New |
| Valeo Financial Advisors, LLC | 4,540 | $241.9K | 0.01% | +4,540 | New |
| The PNC Financial Services Group, Inc. | 4,580 | $244.0K | 0.00% | +251+5.8% | Added |
| Vestcor Inc | 4,624 | $246.0K | 0.01% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 4,630 | $247.0K | 0.03% | +4,630 | New |
| Mackenzie Financial Corp | 4,670 | $250.6K | 0.00% | −13,613−74.5% | Reduced |
| Petrus Trust Company, LTA | 4,765 | $253.9K | 0.03% | +4,765 | New |
| Mayflower Financial Advisors, LLC | 5,000 | $266.4K | 0.03% | 00.0% | Unchanged |
| Millennium Management LLC | 5,067 | $270.0K | 0.00% | −51,653−91.1% | Reduced |
| Moran Wealth Management, LLC | 5,431 | $289.4K | 0.01% | +887+19.5% | Added |
| Mariner, LLC | 5,491 | $292.6K | 0.00% | −10.0% | Reduced |
| Sawgrass Asset Management LLC | 5,546 | $295.5K | 0.04% | 00.0% | Unchanged |
| HSBC Holdings PLC | 5,634 | $300.6K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 5,909 | $314.8K | 0.04% | +401+7.3% | Added |
| Keybank National Association | 5,958 | $317.4K | 0.00% | −6,495−52.2% | Reduced |
| Aigen Investment Management, LP | 6,077 | $323.8K | 0.05% | −923−13.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,189 | $329.8K | 0.00% | +689+12.5% | Added |
| Captrust Financial Advisors | 6,200 | $330.3K | 0.00% | +18+0.3% | Added |
| ProShare Advisors LLC | 6,239 | $332.4K | 0.00% | +673+12.1% | Added |
| Pictet Asset Management SA | 6,293 | $335.3K | 0.00% | +32+0.5% | Added |
| Country Club Bank | 6,613 | $350.5K | 0.03% | −4,906−42.6% | Reduced |
| Ifrah Financial Services, Inc. | 6,722 | $358.1K | 0.11% | −12−0.2% | Reduced |
| CBIZ Investment Advisory Services, LLC | 7,024 | $374.2K | 0.03% | −1,755−20.0% | Reduced |
| First Republic Investment Management, Inc. | 7,077 | $377.1K | 0.00% | −26,550−79.0% | Reduced |
| JustInvest LLC | 7,100 | $378.3K | 0.01% | +308+4.5% | Added |
| Gotham Asset Management, LLC | 7,210 | $384.1K | 0.01% | −2,312−24.3% | Reduced |
| Amalgamated Bank | 7,274 | $388.0K | 0.00% | +604+9.1% | Added |
| HMS Capital Management, LLC | 7,292 | $388.5K | 0.24% | +16+0.2% | Added |
| Janney Montgomery Scott LLC | 7,299 | $389.0K | 0.00% | +7,299 | New |
| Schonfeld Strategic Advisors LLC | 7,700 | $410.3K | 0.00% | −17,131−69.0% | Reduced |
| New York Life Investment Management LLC | 8,328 | $443.7K | 0.00% | −1,258−13.1% | Reduced |
| Point72 Middle East FZE | 8,391 | $447.1K | 0.02% | +8,254+6,024.8% | Added |
| Jump Financial, LLC | 8,588 | $457.6K | 0.02% | +8,588 | New |
| Valtinson Bruner Financial Planning LLC | 9,017 | $480.4K | 0.26% | 00.0% | Unchanged |
| Empowered Funds, LLC | 9,528 | $507.7K | 0.02% | +545+6.1% | Added |
| EA Series Trust | 9,528 | $507.7K | 0.02% | +9,528 | New |
| Diversified Trust Co | 9,630 | $513.1K | 0.02% | +278+3.0% | Added |
| Creative Planning | 9,779 | $521.0K | 0.00% | +726+8.0% | Added |
| CAPROCK Group, Inc. | 9,812 | $522.8K | 0.04% | 00.0% | Unchanged |
| RBF Capital, LLC | 10,000 | $532.8K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 10,162 | $541.4K | 0.02% | +8,795+643.4% | Added |
| Principal Financial Group Inc | 10,443 | $556.4K | 0.00% | −983−8.6% | Reduced |
| Shell Asset Management Co | 10,813 | $576.0K | 0.02% | −3,030−21.9% | Reduced |
| Harvest Investment Services, LLC | 10,880 | $579.7K | 0.33% | −2,596−19.3% | Reduced |
| Truist Financial Corp | 10,895 | $580.5K | 0.00% | +336+3.2% | Added |
| Next Capital Management LLC | 11,000 | $586.1K | 0.27% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 11,100 | $591.0K | 0.00% | +11,100 | New |