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 |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 2,601 | $135.0K | 0.00% | 00.0% | Unchanged |
| Point72 Middle East FZE | 2,521 | $130.8K | 0.01% | −5,870−70.0% | Reduced |
| Advisor Group Holdings, Inc. | 2,069 | $107.4K | 0.00% | +722+53.6% | Added |
| Trust Co of Vermont | 1,950 | $101.2K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 1,567 | $81.3K | 0.00% | −37−2.3% | Reduced |
| Covestor Ltd | 1,150 | $60.0K | 0.05% | −4−0.3% | Reduced |
| Systematic Alpha Investments, LLC | 1,118 | $58.0K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 875 | $45.4K | 0.01% | +875 | New |
| Tower Research Capital LLC (TRC) | 830 | $43.1K | 0.00% | −9,332−91.8% | Reduced |
| Comerica Bank | 794 | $41.2K | 0.00% | +794 | New |
| Assetmark, Inc | 725 | $37.6K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 572 | $29.7K | 0.00% | +125+28.0% | Added |
| Quarry LP | 549 | $28.5K | 0.02% | +549 | New |
| KBC Group NV | 542 | $28.0K | 0.00% | +542 | New |
| Ancora Advisors, LLC | 500 | $25.9K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 500 | $25.9K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 406 | $20.8K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 293 | $15.2K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 304 | $15.0K | 0.00% | +304 | New |
| First Horizon Advisors, Inc. | 268 | $13.9K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 201 | $10.4K | 0.00% | −22−9.9% | Reduced |
| Lindbrook Capital, LLC | 201 | $10.4K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 189 | $9.81K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 144 | $7.47K | 0.00% | +144 | New |
| KB Financial Partners, LLC | 126 | $7.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 99 | $5.14K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 85 | $4.41K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 82 | $4.26K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 72 | $3.74K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 44 | $2.28K | 0.00% | +5+12.8% | Added |
| GWM Advisors LLC | 26 | $1.35K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 22 | $1.14K | 0.00% | +5+29.4% | Added |
| Capital Advisors, Ltd. LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 25 | $1.00K | 0.00% | +25 | New |
| SRS Capital Advisors, Inc. | 18 | $935 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 14 | $726 | 0.00% | +14 | New |
| JFS Wealth Advisors, LLC | 13 | $675 | 0.00% | +1+8.3% | Added |
| Bell Investment Advisors, Inc | 11 | $571 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $416 | 0.00% | +1+14.3% | Added |
| AdvisorNet Financial, Inc | 6 | $311 | 0.00% | +1+20.0% | Added |
| Versant Capital Management, Inc | 5 | $260 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 5 | $260 | 0.00% | +5 | New |
| Global Retirement Partners, LLC | 3 | $157 | 0.00% | +3 | New |
| Tfo-TDC, LLC | 1 | $53 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 1 | $52 | 0.00% | 00.0% | Unchanged |
| 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 |