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 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 248,853 | $13.3M | 0.00% | +158,849+176.5% | Added |
| Bessemer Group Inc | 305,701 | $16.3M | 0.03% | +14,693+5.0% | Added |
| Bank of America Corp | 354,297 | $18.9M | 0.00% | −37,522−9.6% | Reduced |
| Goldman Sachs Group Inc | 358,651 | $19.1M | 0.00% | −44,844−11.1% | Reduced |
| ArrowMark Colorado Holdings LLC | 370,745 | $19.8M | 0.22% | −28,810−7.2% | Reduced |
| Norges Bank | 395,702 | $21.1M | 0.00% | −4,887−1.2% | Reduced |
| Nuveen Asset Management, LLC | 413,655 | $22.0M | 0.01% | −77,312−15.7% | Reduced |
| FMR LLC | 474,432 | $25.3M | 0.00% | +397,976+520.5% | Added |
| Charles Schwab Investment Management Inc | 483,722 | $25.8M | 0.01% | −3,489−0.7% | Reduced |
| Fenimore Asset Management Inc | 531,599 | $28.3M | 0.71% | −34,261−6.1% | Reduced |
| Paradice Investment Management LLC | 676,484 | $36.0M | 2.68% | −24,579−3.5% | Reduced |
| Neumeier Poma Investment Counsel LLC | 701,500 | $37.4M | 3.42% | +19,490+2.9% | Added |
| Granite Investment Partners, LLC | 710,308 | $37.8M | 1.51% | −5,886−0.8% | Reduced |
| William Blair Investment Management, LLC | 752,151 | $40.1M | 0.13% | +14,287+1.9% | Added |
| Cardinal Capital Management LLC | 819,141 | $43.6M | 1.65% | −242,185−22.8% | Reduced |
| Macquarie Group Ltd | 864,737 | $46.1M | 0.05% | +174,473+25.3% | Added |
| BloombergSen Inc. | 879,339 | $46.9M | 4.15% | +7,912+0.9% | Added |
| Price T Rowe Associates Inc | 891,425 | $47.5M | 0.01% | +38,770+4.5% | Added |
| Geode Capital Management, LLC | 945,716 | $50.4M | 0.01% | +37,201+4.1% | Added |
| Northern Trust Corp | 952,047 | $50.7M | 0.01% | −211,190−18.2% | Reduced |
| GW&K Investment Management, LLC | 958,244 | $51.1M | 0.48% | +8,556+0.9% | Added |
| State Street Corp | 1,026,648 | $54.7M | 0.00% | +10,977+1.1% | Added |
| Mawer Investment Management Ltd. | 1,078,700 | $57.5M | 0.30% | −16,300−1.5% | Reduced |
| Victory Capital Management Inc | 1,209,106 | $64.4M | 0.07% | −292,921−19.5% | Reduced |
| Silvercrest Asset Management Group LLC | 1,266,578 | $67.5M | 0.48% | −8,499−0.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,414,609 | $75.4M | 0.12% | −187,694−11.7% | Reduced |
| FIL Ltd | 1,877,776 | $100.0M | 0.11% | 00.0% | Unchanged |
| Burgundy Asset Management Ltd. | 1,884,884 | $100.4M | 1.18% | +76,948+4.3% | Added |
| Vanguard Group Inc | 2,635,712 | $140.4M | 0.00% | +10,325+0.4% | Added |
| P2 Capital Partners, LLC | 2,688,964 | $143.3M | 16.67% | −70,631−2.6% | Reduced |
| Dimensional Fund Advisors LP | 2,854,367 | $152.1M | 0.05% | −353,072−11.0% | Reduced |
| BlackRock Inc. | 3,440,914 | $183.3M | 0.01% | +184,006+5.6% | Added |
| Morgan Stanley | 3,948,680 | $210.4M | 0.02% | +49,098+1.3% | Added |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −29,026−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −18,089−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −12,178−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −12,163−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −11,200−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −9,124−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −7,352−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −6,441−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −4,400−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −4,400−100.0% | Sold out |
| Systematic Financial Management LP | 0 | $0 | 0.00% | −2,898−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −364−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −142−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −18−100.0% | Sold out |