Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2023: 233 institutions
Q1 2021: 168 institutionsQ2 2021: 168 institutionsQ3 2021: 161 institutionsQ4 2021: 169 institutionsQ1 2022: 173 institutionsQ2 2022: 188 institutionsQ3 2022: 208 institutionsQ4 2022: 228 institutionsQ1 2023: 227 institutionsQ2 2023: 233 institutionsQ3 2023: 245 institutionsQ4 2023: 260 institutionsQ1 2024: 269 institutionsQ2 2024: 276 institutionsQ3 2024: 286 institutionsQ4 2024: 282 institutionsQ1 2025: 290 institutionsQ2 2025: 277 institutionsQ3 2025: 262 institutionsQ4 2025: 265 institutionsQ1 2026: 263 institutionsQ2 2026: 260 institutions
Value heldQ2 2023: $2.36B
Q1 2021: $1.56BQ2 2021: $1.55BQ3 2021: $1.51BQ4 2021: $1.82BQ1 2022: $1.98BQ2 2022: $1.86BQ3 2022: $1.95BQ4 2022: $2.09BQ1 2023: $2.21BQ2 2023: $2.36BQ3 2023: $2.27BQ4 2023: $2.76BQ1 2024: $3.55BQ2 2024: $3.38BQ3 2024: $3.01BQ4 2024: $3.74BQ1 2025: $3.39BQ2 2025: $3.43BQ3 2025: $2.69BQ4 2025: $2.73BQ1 2026: $1.43BQ2 2026: $1.64B
Institutions holding CBZ and their total value by quarter
QuarterHoldersValue
Q2 2026260$1.64B
Q1 2026263$1.43B
Q4 2025265$2.73B
Q3 2025262$2.69B
Q2 2025277$3.43B
Q1 2025290$3.39B
Q4 2024282$3.74B
Q3 2024286$3.01B
Q2 2024276$3.38B
Q1 2024269$3.55B
Q4 2023260$2.76B
Q3 2023245$2.27B
Q2 2023233$2.36B
Q1 2023227$2.21B
Q4 2022228$2.09B
Q3 2022208$1.95B
Q2 2022188$1.86B
Q1 2022173$1.98B
Q4 2021169$1.82B
Q3 2021161$1.51B
Q2 2021168$1.55B
Q1 2021168$1.56B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding CBIZ, Inc.; share changes are against Q1 2023.

Institutions holding CBZ in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Mirae Asset Global Investments Co., Ltd.22,040$1.17M0.00%+50.0%Added
Burton Enright Welch21,478$1.14M0.36%−31,329−59.3%Reduced
AQR Capital Management LLC21,295$1.13M0.00%+444+2.1%Added
LPL Financial LLC20,143$1.07M0.00%+27+0.1%Added
Manufacturers Life Insurance Company, The19,340$1.03M0.00%−109−0.6%Reduced
Voya Investment Management LLC19,305$1.03M0.00%+244+1.3%Added
Commonwealth Equity Services, LLC18,737$998.0K0.00%00.0%Unchanged
Federated Hermes, Inc.18,498$985.6K0.00%−1,702−8.4%Reduced
Qube Research & Technologies Ltd18,339$977.1K0.00%−29,324−61.5%Reduced
ClariVest Asset Management LLC18,218$971.0K0.05%−1,400−7.1%Reduced
Jennison Associates LLC17,882$952.8K0.00%−3,765−17.4%Reduced
Jane Street Group, LLC17,787$947.7K0.00%+5,678+46.9%Added
Barclays PLC17,761$946.3K0.00%−6,162−25.8%Reduced
Ensign Peak Advisors, Inc17,740$945.2K0.00%00.0%Unchanged
Commerce Bank17,359$924.9K0.01%−100−0.6%Reduced
Illinois Municipal Retirement Fund17,096$911.0K0.02%+17,096New
Chicago Wealth Management, Inc.17,000$905.8K0.69%−5,000−22.7%Reduced
Marshall Wace, LLP16,961$903.7K0.00%−1,772−9.5%Reduced
Balyasny Asset Management LLC16,176$861.9K0.00%+9,594+145.8%Added
First Capital Advisors Group, LLC.15,598$831.1K0.43%00.0%Unchanged
SkyView Investment Advisors, LLC15,598$831.0K0.21%00.0%Unchanged
Column Capital Advisors, LLC14,786$787.8K0.11%+3,213+27.8%Added
EAM Investors, LLC14,457$770.3K0.14%−31,075−68.2%Reduced
HighTower Advisors, LLC14,169$755.0K0.00%−51−0.4%Reduced
State Board of Administration of Florida Retirement System13,618$725.6K0.00%−3,230−19.2%Reduced
Zacks Investment Management13,408$714.4K0.01%−839−5.9%Reduced
Apexium Financial, LP13,246$705.7K0.06%00.0%Unchanged
CI Private Wealth, LLC12,769$680.3K0.00%−33−0.3%Reduced
Arizona State Retirement System12,755$679.6K0.01%−501−3.8%Reduced
Los Angeles Capital Management LLC11,791$628.2K0.00%00.0%Unchanged
Citadel Advisors LLC11,247$599.2K0.00%+2,256+25.1%Added
Skandinaviska Enskilda Banken AB (publ)11,200$597.0K0.00%+11,200New
Meritage Portfolio Management11,148$594.0K0.04%00.0%Unchanged
Handelsbanken Fonder AB11,100$591.0K0.00%+11,100New
Next Capital Management LLC11,000$586.1K0.27%00.0%Unchanged
Truist Financial Corp10,895$580.5K0.00%+336+3.2%Added
Harvest Investment Services, LLC10,880$579.7K0.33%−2,596−19.3%Reduced
Shell Asset Management Co10,813$576.0K0.02%−3,030−21.9%Reduced
Principal Financial Group Inc10,443$556.4K0.00%−983−8.6%Reduced
Tower Research Capital LLC (TRC)10,162$541.4K0.02%+8,795+643.4%Added
RBF Capital, LLC10,000$532.8K0.03%00.0%Unchanged
CAPROCK Group, Inc.9,812$522.8K0.04%00.0%Unchanged
Creative Planning9,779$521.0K0.00%+726+8.0%Added
Diversified Trust Co9,630$513.1K0.02%+278+3.0%Added
Empowered Funds, LLC9,528$507.7K0.02%+545+6.1%Added
EA Series Trust9,528$507.7K0.02%+9,528New
Valtinson Bruner Financial Planning LLC9,017$480.4K0.26%00.0%Unchanged
Jump Financial, LLC8,588$457.6K0.02%+8,588New
Point72 Middle East FZE8,391$447.1K0.02%+8,254+6,024.8%Added
New York Life Investment Management LLC8,328$443.7K0.00%−1,258−13.1%Reduced
Schonfeld Strategic Advisors LLC7,700$410.3K0.00%−17,131−69.0%Reduced
Janney Montgomery Scott LLC7,299$389.0K0.00%+7,299New
HMS Capital Management, LLC7,292$388.5K0.24%+16+0.2%Added
Amalgamated Bank7,274$388.0K0.00%+604+9.1%Added
Gotham Asset Management, LLC7,210$384.1K0.01%−2,312−24.3%Reduced
JustInvest LLC7,100$378.3K0.01%+308+4.5%Added
First Republic Investment Management, Inc.7,077$377.1K0.00%−26,550−79.0%Reduced
CBIZ Investment Advisory Services, LLC7,024$374.2K0.03%−1,755−20.0%Reduced
Ifrah Financial Services, Inc.6,722$358.1K0.11%−12−0.2%Reduced
Country Club Bank6,613$350.5K0.03%−4,906−42.6%Reduced
Pictet Asset Management SA6,293$335.3K0.00%+32+0.5%Added
ProShare Advisors LLC6,239$332.4K0.00%+673+12.1%Added
Captrust Financial Advisors6,200$330.3K0.00%+18+0.3%Added
Zurcher Kantonalbank (Zurich Cantonalbank)6,189$329.8K0.00%+689+12.5%Added
Aigen Investment Management, LP6,077$323.8K0.05%−923−13.2%Reduced
Keybank National Association5,958$317.4K0.00%−6,495−52.2%Reduced
CWM Advisors, LLC5,909$314.8K0.04%+401+7.3%Added
HSBC Holdings PLC5,634$300.6K0.00%00.0%Unchanged
Sawgrass Asset Management LLC5,546$295.5K0.04%00.0%Unchanged
Mariner, LLC5,491$292.6K0.00%−10.0%Reduced
Moran Wealth Management, LLC5,431$289.4K0.01%+887+19.5%Added
Millennium Management LLC5,067$270.0K0.00%−51,653−91.1%Reduced
Mayflower Financial Advisors, LLC5,000$266.4K0.03%00.0%Unchanged
Petrus Trust Company, LTA4,765$253.9K0.03%+4,765New
Mackenzie Financial Corp4,670$250.6K0.00%−13,613−74.5%Reduced
Dynamic Technology Lab Private Ltd4,630$247.0K0.03%+4,630New
Vestcor Inc4,624$246.0K0.01%00.0%Unchanged
The PNC Financial Services Group, Inc.4,580$244.0K0.00%+251+5.8%Added
Valeo Financial Advisors, LLC4,540$241.9K0.01%+4,540New
Cresset Asset Management, LLC4,506$240.1K0.00%+4,506New
Sawtooth Solutions, LLC4,322$230.3K0.01%−1,303−23.2%Reduced
Bleakley Financial Group, LLC4,322$230.3K0.01%−1,303−23.2%Reduced
State of Wisconsin Investment Board4,190$223.2K0.00%−1,573−27.3%Reduced
O'Shaughnessy Asset Management, LLC4,124$219.7K0.00%+4,124New
Ameritas Investment Partners, Inc.3,836$204.4K0.01%00.0%Unchanged
Lazard Asset Management LLC3,701$197.0K0.00%+3,701New
Huntington National Bank3,247$173.0K0.00%+240+8.0%Added
State of Wyoming3,224$171.8K0.05%+1,131+54.0%Added
TD Waterhouse Canada Inc.3,025$161.9K0.00%+3,025New
Exchange Traded Concepts, LLC2,693$143.5K0.00%+2,693New
Nisa Investment Advisors, LLC2,601$138.6K0.00%−90−3.3%Reduced
Metropolitan Life Insurance Co2,591$138.0K0.01%+63+2.5%Added
Trust Co of Vermont1,950$103.9K0.01%−175−8.2%Reduced
Ridgewood Investments LLC1,850$98.6K0.06%00.0%Unchanged
US Bancorp1,604$85.5K0.00%−81−4.8%Reduced
Cubist Systematic Strategies, LLC1,479$78.8K0.00%−18,808−92.7%Reduced
Advisor Group Holdings, Inc.1,347$71.8K0.00%+88+7.0%Added
Covestor Ltd1,154$62.0K0.05%+666+136.5%Added
Pinebridge Investments, L.P.1,159$61.8K0.00%+403+53.3%Added
Systematic Alpha Investments, LLC1,118$59.6K0.00%00.0%Unchanged