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 |
|---|---|---|---|---|---|
| Deutsche Bank AG | 125,341 | $6.51M | 0.00% | +43,897+53.9% | Added |
| Segall Bryant & Hamill, LLC | 126,842 | $6.58M | 0.08% | −807−0.6% | Reduced |
| Boston Partners | 134,401 | $6.98M | 0.01% | −20,386−13.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 134,581 | $6.99M | 0.01% | −56,832−29.7% | Reduced |
| First Manhattan Co | 152,135 | $7.90M | 0.03% | −3,500−2.2% | Reduced |
| Invesco Ltd. | 168,348 | $8.74M | 0.00% | −14,780−8.1% | Reduced |
| Fiera Capital Corp | 186,950 | $9.70M | 0.03% | +90,600+94.0% | Added |
| Bank of New York Mellon Corp | 212,813 | $11.0M | 0.00% | +2,050+1.0% | Added |
| Royal Bank of Canada | 214,813 | $11.2M | 0.00% | −10,729−4.8% | Reduced |
| JPMorgan Chase & Co | 241,143 | $12.5M | 0.00% | −7,710−3.1% | Reduced |
| Public Employees Retirement Association of Colorado | 257,560 | $13.4M | 0.07% | +257,560 | New |
| Nuveen Asset Management, LLC | 264,919 | $13.7M | 0.00% | −148,736−36.0% | Reduced |
| Bessemer Group Inc | 320,179 | $16.6M | 0.04% | +14,478+4.7% | Added |
| Norges Bank | 367,875 | $19.1M | 0.00% | −27,827−7.0% | Reduced |
| Bank of America Corp | 382,978 | $19.9M | 0.00% | +28,681+8.1% | Added |
| FMR LLC | 438,129 | $22.7M | 0.00% | −36,303−7.7% | Reduced |
| ArrowMark Colorado Holdings LLC | 445,599 | $23.1M | 0.28% | +74,854+20.2% | Added |
| Goldman Sachs Group Inc | 453,251 | $23.5M | 0.01% | +94,600+26.4% | Added |
| Neuberger Berman Group LLC | 470,282 | $24.4M | 0.02% | +342,690+268.6% | Added |
| Charles Schwab Investment Management Inc | 495,356 | $25.7M | 0.01% | +11,634+2.4% | Added |
| Fenimore Asset Management Inc | 533,109 | $27.7M | 0.72% | +1,510+0.3% | Added |
| William Blair Investment Management, LLC | 591,991 | $30.7M | 0.10% | −160,160−21.3% | Reduced |
| Paradice Investment Management LLC | 621,217 | $32.2M | 2.76% | −55,267−8.2% | Reduced |
| Premier Fund Managers Ltd | 615,942 | $32.4M | 1.53% | +527,448+596.0% | Added |
| Granite Investment Partners, LLC | 709,834 | $36.8M | 1.54% | −474−0.1% | Reduced |
| Neumeier Poma Investment Counsel LLC | 721,155 | $37.4M | 3.65% | +19,655+2.8% | Added |
| Cardinal Capital Management LLC | 721,877 | $37.5M | 1.61% | −97,264−11.9% | Reduced |
| Victory Capital Management Inc | 816,129 | $42.4M | 0.05% | −392,977−32.5% | Reduced |
| Price T Rowe Associates Inc | 861,799 | $44.7M | 0.01% | −29,626−3.3% | Reduced |
| Northern Trust Corp | 937,823 | $48.7M | 0.01% | −14,224−1.5% | Reduced |
| Geode Capital Management, LLC | 978,757 | $50.8M | 0.01% | +33,041+3.5% | Added |
| Macquarie Group Ltd | 984,156 | $51.1M | 0.06% | +119,419+13.8% | Added |
| GW&K Investment Management, LLC | 1,026,695 | $53.3M | 0.54% | +68,451+7.1% | Added |
| BloombergSen Inc. | 1,028,113 | $53.4M | 4.73% | +148,774+16.9% | Added |
| Mawer Investment Management Ltd. | 1,034,300 | $53.7M | 0.29% | −44,400−4.1% | Reduced |
| State Street Corp | 1,036,487 | $53.8M | 0.00% | +9,839+1.0% | Added |
| FIL Ltd | 1,063,471 | $55.2M | 0.07% | −814,305−43.4% | Reduced |
| Silvercrest Asset Management Group LLC | 1,105,208 | $57.4M | 0.44% | −161,370−12.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,360,322 | $70.6M | 0.13% | −54,287−3.8% | Reduced |
| Burgundy Asset Management Ltd. | 2,039,382 | $105.8M | 1.30% | +154,498+8.2% | Added |
| Dimensional Fund Advisors LP | 2,544,969 | $132.1M | 0.04% | −309,398−10.8% | Reduced |
| P2 Capital Partners, LLC | 2,579,219 | $133.9M | 17.65% | −109,745−4.1% | Reduced |
| Vanguard Group Inc | 2,667,189 | $138.4M | 0.00% | +31,477+1.2% | Added |
| BlackRock Inc. | 3,358,900 | $174.3M | 0.01% | −82,014−2.4% | Reduced |
| Morgan Stanley | 3,877,315 | $201.2M | 0.02% | −71,365−1.8% | Reduced |
| Castleark Management LLC | 0 | $0 | 0.00% | −90,730−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −27,009−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −17,096−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −16,176−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −15,598−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −14,457−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −13,408−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −10,880−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −8,588−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −7,700−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −4,670−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −4,630−100.0% | Sold out |
| Sawtooth Solutions, LLC | 0 | $0 | 0.00% | −4,322−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −4,322−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −2,693−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −1,850−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −1,159−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −876−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −373−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| First Capital Advisors Group, LLC. | – | – | – | – | Not filed |
| EA Series Trust | – | – | – | – | Not filed |
| Pictet Asset Management SA | – | – | – | – | Not filed |