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 |
|---|---|---|---|---|---|
| Glenmede Trust Co NA | 26,966 | $1.40M | 0.01% | −610−2.2% | Reduced |
| Millennium Management LLC | 26,909 | $1.40M | 0.00% | +21,842+431.1% | Added |
| Marshall Wace, LLP | 26,561 | $1.38M | 0.00% | +9,600+56.6% | Added |
| MetLife Investment Management | 25,378 | $1.32M | 0.01% | −410−1.6% | Reduced |
| Manufacturers Life Insurance Company, The | 24,882 | $1.29M | 0.00% | +5,542+28.7% | Added |
| CWM, LLC | 24,819 | $1.29M | 0.01% | −4,614−15.7% | Reduced |
| American International Group, Inc. | 23,937 | $1.24M | 0.01% | +851+3.7% | Added |
| Jane Street Group, LLC | 23,163 | $1.20M | 0.00% | +5,376+30.2% | Added |
| AQR Capital Management LLC | 22,632 | $1.17M | 0.00% | +1,337+6.3% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 22,400 | $1.16M | 0.01% | +11,200+100.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 21,904 | $1.14M | 0.00% | −136−0.6% | Reduced |
| Burton Enright Welch | 21,478 | $1.11M | 0.34% | 00.0% | Unchanged |
| LPL Financial LLC | 21,179 | $1.10M | 0.00% | +1,036+5.1% | Added |
| Voya Investment Management LLC | 19,490 | $1.01M | 0.00% | +185+1.0% | Added |
| Commonwealth Equity Services, LLC | 18,767 | $974.0K | 0.00% | +30+0.2% | Added |
| Jennison Associates LLC | 18,042 | $936.4K | 0.00% | +160+0.9% | Added |
| Ensign Peak Advisors, Inc | 17,740 | $920.7K | 0.00% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 17,647 | $915.9K | 0.00% | −29,711−62.7% | Reduced |
| Chicago Wealth Management, Inc. | 17,000 | $882.3K | 0.70% | 00.0% | Unchanged |
| Barclays PLC | 16,799 | $871.9K | 0.00% | −962−5.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 16,014 | $831.1K | 0.00% | +16,014 | New |
| ClariVest Asset Management LLC | 15,767 | $819.0K | 0.04% | −2,451−13.5% | Reduced |
| HighTower Advisors, LLC | 15,169 | $789.0K | 0.00% | +1,000+7.1% | Added |
| Column Capital Advisors, LLC | 14,786 | $767.4K | 0.11% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 14,475 | $751.3K | 0.03% | +9,935+218.8% | Added |
| Edgestream Partners, L.P. | 14,136 | $733.7K | 0.06% | −29,254−67.4% | Reduced |
| Renaissance Technologies LLC | 14,126 | $733.0K | 0.00% | −8,700−38.1% | Reduced |
| Legato Capital Management LLC | 13,832 | $717.9K | 0.10% | +13,832 | New |
| State Board of Administration of Florida Retirement System | 13,688 | $710.4K | 0.00% | +70+0.5% | Added |
| Handelsbanken Fonder AB | 13,400 | $695.0K | 0.00% | +2,300+20.7% | Added |
| Apexium Financial, LP | 13,246 | $687.5K | 0.07% | 00.0% | Unchanged |
| Arizona State Retirement System | 12,845 | $666.7K | 0.01% | +90+0.7% | Added |
| Captrust Financial Advisors | 12,661 | $657.1K | 0.00% | +6,461+104.2% | Added |
| Tudor Investment Corp Et Al | 12,454 | $646.4K | 0.01% | +12,454 | New |
| Principal Financial Group Inc | 12,390 | $643.0K | 0.00% | +1,947+18.6% | Added |
| Los Angeles Capital Management LLC | 11,791 | $612.0K | 0.00% | 00.0% | Unchanged |
| Meritage Portfolio Management | 11,148 | $579.0K | 0.04% | 00.0% | Unchanged |
| Next Capital Management LLC | 11,000 | $570.9K | 0.26% | 00.0% | Unchanged |
| Truist Financial Corp | 10,874 | $564.4K | 0.00% | −21−0.2% | Reduced |
| Shell Asset Management Co | 10,629 | $552.0K | 0.02% | −184−1.7% | Reduced |
| Creative Planning | 10,585 | $549.4K | 0.00% | +806+8.2% | Added |
| Federated Hermes, Inc. | 10,368 | $538.1K | 0.00% | −8,130−44.0% | Reduced |
| Dark Forest Capital Management LP | 10,319 | $535.6K | 0.04% | +10,319 | New |
| Empowered Funds, LLC | 10,053 | $521.8K | 0.02% | +525+5.5% | Added |
| RBF Capital, LLC | 10,000 | $519.0K | 0.03% | 00.0% | Unchanged |
| Diversified Trust Co | 9,881 | $512.8K | 0.02% | +251+2.6% | Added |
| CAPROCK Group, Inc. | 9,809 | $509.1K | 0.04% | −30.0% | Reduced |
| Valtinson Bruner Financial Planning LLC | 9,017 | $468.0K | 0.26% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 8,588 | $445.7K | 0.00% | −4,181−32.7% | Reduced |
| DekaBank Deutsche Girozentrale | 8,059 | $423.0K | 0.00% | +8,059 | New |
| Virginia Retirement Systems Et Al | 8,100 | $420.4K | 0.00% | +8,100 | New |
| Engineers Gate Manager LP | 8,082 | $419.5K | 0.02% | +8,082 | New |
| Lazard Asset Management LLC | 8,059 | $418.0K | 0.00% | +4,358+117.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 7,820 | $405.9K | 0.04% | +7,820 | New |
| Quantbot Technologies LP | 7,782 | $403.9K | 0.03% | +7,106+1,051.2% | Added |
| Capstone Investment Advisors, LLC | 7,693 | $399.3K | 0.01% | +7,693 | New |
| Amalgamated Bank | 7,413 | $385.0K | 0.00% | +139+1.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,356 | $381.8K | 0.00% | +1,167+18.9% | Added |
| Commerce Bank | 7,243 | $375.9K | 0.00% | −10,116−58.3% | Reduced |
| New York Life Investment Management LLC | 7,194 | $373.4K | 0.00% | −1,134−13.6% | Reduced |
| JustInvest LLC | 7,185 | $372.9K | 0.01% | +85+1.2% | Added |
| Gotham Asset Management, LLC | 7,155 | $371.3K | 0.01% | −55−0.8% | Reduced |
| HMS Capital Management, LLC | 7,117 | $369.4K | 0.24% | −175−2.4% | Reduced |
| First Republic Investment Management, Inc. | 7,075 | $367.2K | 0.00% | −20.0% | Reduced |
| CBIZ Investment Advisory Services, LLC | 7,024 | $364.5K | 0.03% | 00.0% | Unchanged |
| Country Club Bank | 6,613 | $348.3K | 0.03% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 6,666 | $346.0K | 0.11% | −56−0.8% | Reduced |
| Yarbrough Capital, LLC | 6,601 | $342.6K | 0.02% | +6,601 | New |
| Janney Montgomery Scott LLC | 6,299 | $327.0K | 0.00% | −1,000−13.7% | Reduced |
| ProShare Advisors LLC | 6,231 | $323.4K | 0.00% | −8−0.1% | Reduced |
| Sawgrass Asset Management LLC | 6,074 | $315.2K | 0.04% | +528+9.5% | Added |
| Mayflower Financial Advisors, LLC | 6,060 | $314.5K | 0.05% | +1,060+21.2% | Added |
| Citigroup Inc | 6,004 | $311.6K | 0.00% | −23,697−79.8% | Reduced |
| CWM Advisors, LLC | 5,947 | $308.6K | 0.04% | +38+0.6% | Added |
| Mariner, LLC | 5,634 | $292.4K | 0.00% | +143+2.6% | Added |
| Inceptionr LLC | 5,483 | $284.6K | 0.16% | +5,483 | New |
| Aquatic Capital Management LLC | 5,400 | $280.0K | 0.01% | +5,400 | New |
| Pictet Asset Management Holding SA | 5,358 | $278.1K | 0.00% | +5,358 | New |
| The PNC Financial Services Group, Inc. | 5,327 | $276.5K | 0.00% | +747+16.3% | Added |
| Cresset Asset Management, LLC | 5,293 | $274.7K | 0.00% | +787+17.5% | Added |
| HSBC Holdings PLC | 5,176 | $268.3K | 0.00% | −458−8.1% | Reduced |
| State of Wyoming | 4,991 | $259.0K | 0.06% | +1,767+54.8% | Added |
| State of Wisconsin Investment Board | 4,980 | $258.5K | 0.00% | +790+18.9% | Added |
| Moran Wealth Management, LLC | 4,904 | $254.5K | 0.01% | −527−9.7% | Reduced |
| Ameritas Investment Partners, Inc. | 4,765 | $247.3K | 0.01% | +929+24.2% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 4,672 | $242.5K | 0.00% | −17,676−79.1% | Reduced |
| ExodusPoint Capital Management, LP | 4,648 | $241.0K | 0.00% | +4,648 | New |
| Vestcor Inc | 4,624 | $240.0K | 0.01% | 00.0% | Unchanged |
| HRT Financial LP | 4,614 | $239.0K | 0.00% | +4,614 | New |
| Petrus Trust Company, LTA | 4,516 | $234.4K | 0.03% | −249−5.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 4,381 | $227.4K | 0.00% | +257+6.2% | Added |
| Aigen Investment Management, LP | 4,225 | $219.3K | 0.04% | −1,852−30.5% | Reduced |
| Compass Ion Advisors, LLC | 3,897 | $202.3K | 0.03% | +3,897 | New |
| Keybank National Association | 3,888 | $201.8K | 0.00% | −2,070−34.7% | Reduced |
| Flaharty Asset Management, LLC | 3,492 | $181.2K | 0.03% | +3,492 | New |
| Citadel Advisors LLC | 3,322 | $172.4K | 0.00% | −7,925−70.5% | Reduced |
| Huntington National Bank | 3,229 | $167.6K | 0.00% | −18−0.6% | Reduced |
| TD Waterhouse Canada Inc. | 3,025 | $155.1K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,759 | $143.2K | 0.01% | +168+6.5% | Added |
| Point72 Asset Management, L.P. | 2,700 | $140.1K | 0.00% | +2,700 | New |