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 |
|---|---|---|---|---|---|
| West Tower Group, LLC | 876 | $46.7K | 0.03% | +876 | New |
| Assetmark, Inc | 725 | $38.6K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 676 | $36.0K | 0.00% | +12+1.8% | Added |
| Ancora Advisors, LLC | 500 | $26.6K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 500 | $26.6K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 447 | $23.8K | 0.00% | −16−3.5% | Reduced |
| Global Financial Private Client, LLC | 406 | $21.8K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 373 | $19.9K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 293 | $15.6K | 0.00% | +293 | New |
| First Horizon Advisors, Inc. | 268 | $14.3K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 223 | $11.9K | 0.00% | +81+57.0% | Added |
| Lindbrook Capital, LLC | 201 | $10.7K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 189 | $10.1K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 126 | $7.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 99 | $5.28K | 0.00% | −7−6.6% | Reduced |
| Private Trust Co NA | 85 | $4.53K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 82 | $4.37K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 80 | $4.26K | 0.00% | −17,320−99.5% | Reduced |
| Ci Investments Inc. | 68 | $4.00K | 0.00% | +68 | New |
| Park Place Capital Corp | 72 | $3.84K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 39 | $2.08K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 26 | $1.39K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 18 | $960 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 17 | $906 | 0.00% | +17 | New |
| JFS Wealth Advisors, LLC | 12 | $640 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 11 | $587 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $373 | 0.00% | +2+40.0% | Added |
| 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 |
| Tfo-TDC, LLC | 1 | $53 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 1 | $53 | 0.00% | +1 | New |
| 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 |