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, Q3 2023
Institutional positions in CBIZ, Inc. as of Sep 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
- 245
- +15 vs. Q2 2023
- Shares held
- 43.8M
- −483.6K (−1.1%) vs. Q2 2023
- Total value
- $2.27B
- −$85.2M (−3.6%) vs. Q2 2023
- New holders
- 37
- 79 more added
- Sold out
- 22
- 84 more reduced
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding CBIZ, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 3,877,315 | $201.2M | 0.02% | −71,365−1.8% | Reduced |
| BlackRock Inc. | 3,358,900 | $174.3M | 0.01% | −82,014−2.4% | Reduced |
| Vanguard Group Inc | 2,667,189 | $138.4M | 0.00% | +31,477+1.2% | Added |
| P2 Capital Partners, LLC | 2,579,219 | $133.9M | 17.65% | −109,745−4.1% | Reduced |
| Dimensional Fund Advisors LP | 2,544,969 | $132.1M | 0.04% | −309,398−10.8% | Reduced |
| Burgundy Asset Management Ltd. | 2,039,382 | $105.8M | 1.30% | +154,498+8.2% | Added |
| Allspring Global Investments Holdings, LLC | 1,360,322 | $70.6M | 0.13% | −54,287−3.8% | Reduced |
| Silvercrest Asset Management Group LLC | 1,105,208 | $57.4M | 0.44% | −161,370−12.7% | Reduced |
| FIL Ltd | 1,063,471 | $55.2M | 0.07% | −814,305−43.4% | Reduced |
| State Street Corp | 1,036,487 | $53.8M | 0.00% | +9,839+1.0% | Added |
| Mawer Investment Management Ltd. | 1,034,300 | $53.7M | 0.29% | −44,400−4.1% | Reduced |
| BloombergSen Inc. | 1,028,113 | $53.4M | 4.73% | +148,774+16.9% | Added |
| GW&K Investment Management, LLC | 1,026,695 | $53.3M | 0.54% | +68,451+7.1% | Added |
| Macquarie Group Ltd | 984,156 | $51.1M | 0.06% | +119,419+13.8% | Added |
| Geode Capital Management, LLC | 978,757 | $50.8M | 0.01% | +33,041+3.5% | Added |
| Northern Trust Corp | 937,823 | $48.7M | 0.01% | −14,224−1.5% | Reduced |
| Price T Rowe Associates Inc | 861,799 | $44.7M | 0.01% | −29,626−3.3% | Reduced |
| Victory Capital Management Inc | 816,129 | $42.4M | 0.05% | −392,977−32.5% | Reduced |
| Cardinal Capital Management LLC | 721,877 | $37.5M | 1.61% | −97,264−11.9% | Reduced |
| Neumeier Poma Investment Counsel LLC | 721,155 | $37.4M | 3.65% | +19,655+2.8% | Added |
| Granite Investment Partners, LLC | 709,834 | $36.8M | 1.54% | −474−0.1% | Reduced |
| Premier Fund Managers Ltd | 615,942 | $32.4M | 1.53% | +527,448+596.0% | Added |
| Paradice Investment Management LLC | 621,217 | $32.2M | 2.76% | −55,267−8.2% | Reduced |
| William Blair Investment Management, LLC | 591,991 | $30.7M | 0.10% | −160,160−21.3% | Reduced |
| Fenimore Asset Management Inc | 533,109 | $27.7M | 0.72% | +1,510+0.3% | Added |
| Charles Schwab Investment Management Inc | 495,356 | $25.7M | 0.01% | +11,634+2.4% | Added |
| Neuberger Berman Group LLC | 470,282 | $24.4M | 0.02% | +342,690+268.6% | Added |
| Goldman Sachs Group Inc | 453,251 | $23.5M | 0.01% | +94,600+26.4% | Added |
| ArrowMark Colorado Holdings LLC | 445,599 | $23.1M | 0.28% | +74,854+20.2% | Added |
| FMR LLC | 438,129 | $22.7M | 0.00% | −36,303−7.7% | Reduced |
| Bank of America Corp | 382,978 | $19.9M | 0.00% | +28,681+8.1% | Added |
| Norges Bank | 367,875 | $19.1M | 0.00% | −27,827−7.0% | Reduced |
| Bessemer Group Inc | 320,179 | $16.6M | 0.04% | +14,478+4.7% | Added |
| Nuveen Asset Management, LLC | 264,919 | $13.7M | 0.00% | −148,736−36.0% | Reduced |
| Public Employees Retirement Association of Colorado | 257,560 | $13.4M | 0.07% | +257,560 | New |
| JPMorgan Chase & Co | 241,143 | $12.5M | 0.00% | −7,710−3.1% | Reduced |
| Royal Bank of Canada | 214,813 | $11.2M | 0.00% | −10,729−4.8% | Reduced |
| Bank of New York Mellon Corp | 212,813 | $11.0M | 0.00% | +2,050+1.0% | Added |
| Fiera Capital Corp | 186,950 | $9.70M | 0.03% | +90,600+94.0% | Added |
| Invesco Ltd. | 168,348 | $8.74M | 0.00% | −14,780−8.1% | Reduced |
| First Manhattan Co | 152,135 | $7.90M | 0.03% | −3,500−2.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 134,581 | $6.99M | 0.01% | −56,832−29.7% | Reduced |
| Boston Partners | 134,401 | $6.98M | 0.01% | −20,386−13.2% | Reduced |
| Segall Bryant & Hamill, LLC | 126,842 | $6.58M | 0.08% | −807−0.6% | Reduced |
| Deutsche Bank AG | 125,341 | $6.51M | 0.00% | +43,897+53.9% | Added |
| Great Lakes Advisors, LLC | 117,498 | $6.10M | 0.06% | −6,203−5.0% | Reduced |
| Public Employees Retirement System of Ohio | 112,155 | $5.82M | 0.03% | −130.0% | Reduced |
| STRS Ohio | 106,800 | $5.54M | 0.02% | −14,500−12.0% | Reduced |
| Alberta Investment Management Corp | 105,468 | $5.47M | 0.06% | 00.0% | Unchanged |
| Swiss National Bank | 99,100 | $5.14M | 0.00% | +400+0.4% | Added |
| Susquehanna International Group, LLP | 95,679 | $4.97M | 0.01% | +43,655+83.9% | Added |
| New York State Common Retirement Fund | 85,563 | $4.44M | 0.01% | +13,307+18.4% | Added |
| Panagora Asset Management Inc | 79,820 | $4.14M | 0.03% | −10,389−11.5% | Reduced |
| Laurus Investment Counsel Inc. | 59,200 | $4.14M | 1.74% | 00.0% | Unchanged |
| Royce & Associates LP | 79,666 | $4.13M | 0.04% | +46,265+138.5% | Added |
| Qube Research & Technologies Ltd | 78,412 | $4.07M | 0.01% | +60,073+327.6% | Added |
| UBS Asset Management Americas Inc | 73,023 | $3.79M | 0.00% | −6,578−8.3% | Reduced |
| First Trust Advisors LP | 72,990 | $3.79M | 0.00% | +2,153+3.0% | Added |
| Janus Henderson Group PLC | 72,899 | $3.78M | 0.00% | +9,567+15.1% | Added |
| Rhumbline Advisers | 72,851 | $3.78M | 0.00% | +3,156+4.5% | Added |
| Retirement Systems of Alabama | 72,299 | $3.75M | 0.02% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 70,957 | $3.68M | 0.00% | −12,829−15.3% | Reduced |
| American Century Companies Inc | 69,996 | $3.63M | 0.00% | +12,146+21.0% | Added |
| UBS Group AG | 68,482 | $3.55M | 0.00% | +1,266+1.9% | Added |
| Manatuck Hill Partners, LLC | 68,000 | $3.53M | 1.76% | +68,000 | New |
| D. E. Shaw & Co., Inc. | 65,138 | $3.38M | 0.01% | −13,057−16.7% | Reduced |
| Pacific Capital Partners Ltd | 62,500 | $3.24M | 1.96% | +62,500 | New |
| Rice Hall James & Associates, LLC | 61,717 | $3.20M | 0.20% | −539−0.9% | Reduced |
| King Luther Capital Management Corp | 61,330 | $3.18M | 0.02% | +61,330 | New |
| Russell Investments Group, Ltd. | 61,138 | $3.17M | 0.01% | −52,581−46.2% | Reduced |
| Two Sigma Advisers, LP | 59,223 | $3.07M | 0.01% | −19,400−24.7% | Reduced |
| Blair William & Co | 58,616 | $3.04M | 0.01% | +58,616 | New |
| Alliancebernstein L.P. | 57,761 | $3.00M | 0.00% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 57,645 | $2.99M | 1.02% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 56,047 | $2.91M | 0.01% | −33,500−37.4% | Reduced |
| California State Teachers Retirement System | 50,486 | $2.62M | 0.00% | −5,428−9.7% | Reduced |
| Legal & General Group Plc | 50,161 | $2.60M | 0.00% | +377+0.8% | Added |
| Argent Capital Management LLC | 49,653 | $2.58M | 0.09% | −7,227−12.7% | Reduced |
| Chatham Capital Group, Inc. | 48,352 | $2.51M | 0.56% | −245−0.5% | Reduced |
| BNP Paribas Arbitrage, SA | 47,170 | $2.45M | 0.01% | +24,682+109.8% | Added |
| Roundview Capital LLC | 45,881 | $2.38M | 0.24% | 00.0% | Unchanged |
| Martingale Asset Management L P | 43,239 | $2.24M | 0.05% | −900−2.0% | Reduced |
| Credit Suisse AG | 43,233 | $2.24M | 0.00% | −3,462−7.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 43,200 | $2.24M | 0.04% | +43,200 | New |
| SEI Investments Co | 42,733 | $2.22M | 0.00% | −26,613−38.4% | Reduced |
| Private Advisor Group, LLC | 42,257 | $2.19M | 0.02% | 00.0% | Unchanged |
| Great West Life Assurance Co | 40,543 | $2.10M | 0.01% | +5,721+16.4% | Added |
| Wells Fargo & Company | 40,523 | $2.10M | 0.00% | −7,482−15.6% | Reduced |
| Bridge City Capital, LLC | 40,065 | $2.08M | 1.05% | +40,065 | New |
| Teacher Retirement System of Texas | 38,832 | $2.02M | 0.01% | −10,981−22.0% | Reduced |
| Calamos Advisors LLC | 38,674 | $2.01M | 0.01% | −29,684−43.4% | Reduced |
| Envestnet Asset Management Inc | 37,953 | $1.97M | 0.00% | +14,606+62.6% | Added |
| Assenagon Asset Management S.A. | 34,994 | $1.82M | 0.01% | −52,673−60.1% | Reduced |
| Chase Investment Counsel Corp | 32,391 | $1.68M | 0.84% | +32,391 | New |
| Cubist Systematic Strategies, LLC | 30,886 | $1.60M | 0.02% | +29,407+1,988.3% | Added |
| Millington Financial Advisors, LLC | 30,696 | $1.59M | 1.43% | +882+3.0% | Added |
| Kestra Advisory Services, LLC | 30,058 | $1.56M | 0.02% | +30,058 | New |
| Occudo Quantitative Strategies LP | 29,926 | $1.55M | 0.20% | −3,253−9.8% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 28,282 | $1.47M | 0.34% | 00.0% | Unchanged |
| AXA S.A. | 27,900 | $1.45M | 0.01% | −1,500−5.1% | Reduced |