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 | 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, 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 |
|---|---|---|---|---|---|
| RBF Capital, LLC | 10,000 | $519.0K | 0.03% | 00.0% | Unchanged |
| Empowered Funds, LLC | 10,053 | $521.8K | 0.02% | +525+5.5% | Added |
| Dark Forest Capital Management LP | 10,319 | $535.6K | 0.04% | +10,319 | New |
| Federated Hermes, Inc. | 10,368 | $538.1K | 0.00% | −8,130−44.0% | Reduced |
| Creative Planning | 10,585 | $549.4K | 0.00% | +806+8.2% | Added |
| Shell Asset Management Co | 10,629 | $552.0K | 0.02% | −184−1.7% | Reduced |
| Truist Financial Corp | 10,874 | $564.4K | 0.00% | −21−0.2% | Reduced |
| Next Capital Management LLC | 11,000 | $570.9K | 0.26% | 00.0% | Unchanged |
| Meritage Portfolio Management | 11,148 | $579.0K | 0.04% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 11,791 | $612.0K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 12,390 | $643.0K | 0.00% | +1,947+18.6% | Added |
| Tudor Investment Corp Et Al | 12,454 | $646.4K | 0.01% | +12,454 | New |
| Captrust Financial Advisors | 12,661 | $657.1K | 0.00% | +6,461+104.2% | Added |
| Arizona State Retirement System | 12,845 | $666.7K | 0.01% | +90+0.7% | Added |
| Apexium Financial, LP | 13,246 | $687.5K | 0.07% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 13,400 | $695.0K | 0.00% | +2,300+20.7% | Added |
| State Board of Administration of Florida Retirement System | 13,688 | $710.4K | 0.00% | +70+0.5% | Added |
| Legato Capital Management LLC | 13,832 | $717.9K | 0.10% | +13,832 | New |
| Renaissance Technologies LLC | 14,126 | $733.0K | 0.00% | −8,700−38.1% | Reduced |
| Edgestream Partners, L.P. | 14,136 | $733.7K | 0.06% | −29,254−67.4% | Reduced |
| Valeo Financial Advisors, LLC | 14,475 | $751.3K | 0.03% | +9,935+218.8% | Added |
| Column Capital Advisors, LLC | 14,786 | $767.4K | 0.11% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 15,169 | $789.0K | 0.00% | +1,000+7.1% | Added |
| ClariVest Asset Management LLC | 15,767 | $819.0K | 0.04% | −2,451−13.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 16,014 | $831.1K | 0.00% | +16,014 | New |
| Barclays PLC | 16,799 | $871.9K | 0.00% | −962−5.4% | Reduced |
| Chicago Wealth Management, Inc. | 17,000 | $882.3K | 0.70% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 17,647 | $915.9K | 0.00% | −29,711−62.7% | Reduced |
| Ensign Peak Advisors, Inc | 17,740 | $920.7K | 0.00% | 00.0% | Unchanged |
| Jennison Associates LLC | 18,042 | $936.4K | 0.00% | +160+0.9% | Added |
| Commonwealth Equity Services, LLC | 18,767 | $974.0K | 0.00% | +30+0.2% | Added |
| Voya Investment Management LLC | 19,490 | $1.01M | 0.00% | +185+1.0% | Added |
| LPL Financial LLC | 21,179 | $1.10M | 0.00% | +1,036+5.1% | Added |
| Burton Enright Welch | 21,478 | $1.11M | 0.34% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 21,904 | $1.14M | 0.00% | −136−0.6% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 22,400 | $1.16M | 0.01% | +11,200+100.0% | Added |
| AQR Capital Management LLC | 22,632 | $1.17M | 0.00% | +1,337+6.3% | Added |
| Jane Street Group, LLC | 23,163 | $1.20M | 0.00% | +5,376+30.2% | Added |
| American International Group, Inc. | 23,937 | $1.24M | 0.01% | +851+3.7% | Added |
| CWM, LLC | 24,819 | $1.29M | 0.01% | −4,614−15.7% | Reduced |
| Manufacturers Life Insurance Company, The | 24,882 | $1.29M | 0.00% | +5,542+28.7% | Added |
| MetLife Investment Management | 25,378 | $1.32M | 0.01% | −410−1.6% | Reduced |
| Marshall Wace, LLP | 26,561 | $1.38M | 0.00% | +9,600+56.6% | Added |
| Millennium Management LLC | 26,909 | $1.40M | 0.00% | +21,842+431.1% | Added |
| Glenmede Trust Co NA | 26,966 | $1.40M | 0.01% | −610−2.2% | Reduced |
| AXA S.A. | 27,900 | $1.45M | 0.01% | −1,500−5.1% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 28,282 | $1.47M | 0.34% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 29,926 | $1.55M | 0.20% | −3,253−9.8% | Reduced |
| Kestra Advisory Services, LLC | 30,058 | $1.56M | 0.02% | +30,058 | New |
| Millington Financial Advisors, LLC | 30,696 | $1.59M | 1.43% | +882+3.0% | Added |
| Cubist Systematic Strategies, LLC | 30,886 | $1.60M | 0.02% | +29,407+1,988.3% | Added |
| Chase Investment Counsel Corp | 32,391 | $1.68M | 0.84% | +32,391 | New |
| Assenagon Asset Management S.A. | 34,994 | $1.82M | 0.01% | −52,673−60.1% | Reduced |
| Envestnet Asset Management Inc | 37,953 | $1.97M | 0.00% | +14,606+62.6% | Added |
| Calamos Advisors LLC | 38,674 | $2.01M | 0.01% | −29,684−43.4% | Reduced |
| Teacher Retirement System of Texas | 38,832 | $2.02M | 0.01% | −10,981−22.0% | Reduced |
| Bridge City Capital, LLC | 40,065 | $2.08M | 1.05% | +40,065 | New |
| Wells Fargo & Company | 40,523 | $2.10M | 0.00% | −7,482−15.6% | Reduced |
| Great West Life Assurance Co | 40,543 | $2.10M | 0.01% | +5,721+16.4% | Added |
| Private Advisor Group, LLC | 42,257 | $2.19M | 0.02% | 00.0% | Unchanged |
| SEI Investments Co | 42,733 | $2.22M | 0.00% | −26,613−38.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 43,200 | $2.24M | 0.04% | +43,200 | New |
| Credit Suisse AG | 43,233 | $2.24M | 0.00% | −3,462−7.4% | Reduced |
| Martingale Asset Management L P | 43,239 | $2.24M | 0.05% | −900−2.0% | Reduced |
| Roundview Capital LLC | 45,881 | $2.38M | 0.24% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 47,170 | $2.45M | 0.01% | +24,682+109.8% | Added |
| Chatham Capital Group, Inc. | 48,352 | $2.51M | 0.56% | −245−0.5% | Reduced |
| Argent Capital Management LLC | 49,653 | $2.58M | 0.09% | −7,227−12.7% | Reduced |
| Legal & General Group Plc | 50,161 | $2.60M | 0.00% | +377+0.8% | Added |
| California State Teachers Retirement System | 50,486 | $2.62M | 0.00% | −5,428−9.7% | Reduced |
| Two Sigma Investments, LP | 56,047 | $2.91M | 0.01% | −33,500−37.4% | Reduced |
| Woodard & Co Asset Management Group Inc | 57,645 | $2.99M | 1.02% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 57,761 | $3.00M | 0.00% | 00.0% | Unchanged |
| Blair William & Co | 58,616 | $3.04M | 0.01% | +58,616 | New |
| Two Sigma Advisers, LP | 59,223 | $3.07M | 0.01% | −19,400−24.7% | Reduced |
| Russell Investments Group, Ltd. | 61,138 | $3.17M | 0.01% | −52,581−46.2% | Reduced |
| King Luther Capital Management Corp | 61,330 | $3.18M | 0.02% | +61,330 | New |
| Rice Hall James & Associates, LLC | 61,717 | $3.20M | 0.20% | −539−0.9% | Reduced |
| Pacific Capital Partners Ltd | 62,500 | $3.24M | 1.96% | +62,500 | New |
| D. E. Shaw & Co., Inc. | 65,138 | $3.38M | 0.01% | −13,057−16.7% | Reduced |
| Manatuck Hill Partners, LLC | 68,000 | $3.53M | 1.76% | +68,000 | New |
| UBS Group AG | 68,482 | $3.55M | 0.00% | +1,266+1.9% | Added |
| American Century Companies Inc | 69,996 | $3.63M | 0.00% | +12,146+21.0% | Added |
| Ameriprise Financial Inc | 70,957 | $3.68M | 0.00% | −12,829−15.3% | Reduced |
| Retirement Systems of Alabama | 72,299 | $3.75M | 0.02% | 00.0% | Unchanged |
| Rhumbline Advisers | 72,851 | $3.78M | 0.00% | +3,156+4.5% | Added |
| Janus Henderson Group PLC | 72,899 | $3.78M | 0.00% | +9,567+15.1% | Added |
| First Trust Advisors LP | 72,990 | $3.79M | 0.00% | +2,153+3.0% | Added |
| UBS Asset Management Americas Inc | 73,023 | $3.79M | 0.00% | −6,578−8.3% | Reduced |
| Qube Research & Technologies Ltd | 78,412 | $4.07M | 0.01% | +60,073+327.6% | Added |
| Royce & Associates LP | 79,666 | $4.13M | 0.04% | +46,265+138.5% | Added |
| Laurus Investment Counsel Inc. | 59,200 | $4.14M | 1.74% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 79,820 | $4.14M | 0.03% | −10,389−11.5% | Reduced |
| New York State Common Retirement Fund | 85,563 | $4.44M | 0.01% | +13,307+18.4% | Added |
| Susquehanna International Group, LLP | 95,679 | $4.97M | 0.01% | +43,655+83.9% | Added |
| Swiss National Bank | 99,100 | $5.14M | 0.00% | +400+0.4% | Added |
| Alberta Investment Management Corp | 105,468 | $5.47M | 0.06% | 00.0% | Unchanged |
| STRS Ohio | 106,800 | $5.54M | 0.02% | −14,500−12.0% | Reduced |
| Public Employees Retirement System of Ohio | 112,155 | $5.82M | 0.03% | −130.0% | Reduced |
| Great Lakes Advisors, LLC | 117,498 | $6.10M | 0.06% | −6,203−5.0% | Reduced |