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, Q4 2023
Institutional positions in CBIZ, Inc. as of Dec 31, 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
- 260
- +20 vs. Q3 2023
- Shares held
- 44.1M
- +395.3K (+0.9%) vs. Q3 2023
- Total value
- $2.76B
- +$491.8M (+21.7%) vs. Q3 2023
- New holders
- 38
- 86 more added
- Sold out
- 18
- 94 more reduced
5 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding CBIZ, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 3,658,153 | $229.0M | 0.02% | −219,162−5.7% | Reduced |
| BlackRock Inc. | 3,542,696 | $221.7M | 0.01% | +183,796+5.5% | Added |
| Vanguard Group Inc | 2,718,316 | $170.1M | 0.00% | +51,127+1.9% | Added |
| P2 Capital Partners, LLC | 2,495,197 | $156.2M | 17.19% | −84,022−3.3% | Reduced |
| Dimensional Fund Advisors LP | 2,318,236 | $145.1M | 0.04% | −226,733−8.9% | Reduced |
| Burgundy Asset Management Ltd. | 2,151,499 | $134.7M | 1.49% | +112,117+5.5% | Added |
| Allspring Global Investments Holdings, LLC | 1,295,832 | $81.1M | 0.13% | −64,490−4.7% | Reduced |
| GW&K Investment Management, LLC | 1,105,210 | $69.2M | 0.65% | +78,515+7.6% | Added |
| Silvercrest Asset Management Group LLC | 1,098,082 | $68.7M | 0.49% | −7,126−0.6% | Reduced |
| BloombergSen Inc. | 1,088,951 | $68.2M | 5.50% | +60,838+5.9% | Added |
| State Street Corp | 1,070,802 | $67.0M | 0.00% | +34,315+3.3% | Added |
| Mawer Investment Management Ltd. | 1,033,000 | $64.7M | 0.33% | −1,300−0.1% | Reduced |
| Geode Capital Management, LLC | 1,026,392 | $64.2M | 0.01% | +47,635+4.9% | Added |
| Macquarie Group Ltd | 968,430 | $60.6M | 0.07% | −15,726−1.6% | Reduced |
| Northern Trust Corp | 940,644 | $58.9M | 0.01% | +2,821+0.3% | Added |
| Price T Rowe Associates Inc | 834,708 | $52.2M | 0.01% | −27,091−3.1% | Reduced |
| Neuberger Berman Group LLC | 797,065 | $49.9M | 0.04% | +326,783+69.5% | Added |
| Neumeier Poma Investment Counsel LLC | 765,855 | $47.9M | 4.27% | +44,700+6.2% | Added |
| Capital Research Global Investors | 764,193 | $47.8M | 0.01% | +764,193 | New |
| Premier Fund Managers Ltd | 715,942 | $44.8M | 1.93% | +100,000+16.2% | Added |
| Granite Investment Partners, LLC | 680,310 | $42.6M | 1.66% | −29,524−4.2% | Reduced |
| FIL Ltd | 677,776 | $42.4M | 0.04% | −385,695−36.3% | Reduced |
| Victory Capital Management Inc | 585,887 | $36.7M | 0.04% | −230,242−28.2% | Reduced |
| William Blair Investment Management, LLC | 583,202 | $36.5M | 0.11% | −8,789−1.5% | Reduced |
| Fenimore Asset Management Inc | 525,839 | $32.9M | 0.76% | −7,270−1.4% | Reduced |
| Goldman Sachs Group Inc | 507,824 | $31.8M | 0.01% | +54,573+12.0% | Added |
| Charles Schwab Investment Management Inc | 503,005 | $31.5M | 0.01% | +7,649+1.5% | Added |
| Cardinal Capital Management LLC | 482,330 | $30.2M | 1.39% | −239,547−33.2% | Reduced |
| FMR LLC | 457,850 | $28.7M | 0.00% | +19,721+4.5% | Added |
| Bank of America Corp | 423,887 | $26.5M | 0.00% | +40,909+10.7% | Added |
| ArrowMark Colorado Holdings LLC | 361,787 | $22.6M | 0.25% | −83,812−18.8% | Reduced |
| Norges Bank | 317,525 | $19.9M | 0.00% | −50,350−13.7% | Reduced |
| Bessemer Group Inc | 308,790 | $19.3M | 0.04% | −11,389−3.6% | Reduced |
| Public Employees Retirement Association of Colorado | 284,458 | $17.8M | 0.08% | +26,898+10.4% | Added |
| Nuveen Asset Management, LLC | 276,668 | $17.3M | 0.01% | +11,749+4.4% | Added |
| Select Equity Group, L.P. | 264,977 | $16.6M | 0.06% | +264,977 | New |
| Paradice Investment Management LLC | 259,272 | $16.2M | 2.04% | −361,945−58.3% | Reduced |
| JPMorgan Chase & Co | 221,635 | $13.9M | 0.00% | −19,508−8.1% | Reduced |
| Royal Bank of Canada | 216,483 | $13.6M | 0.00% | +1,670+0.8% | Added |
| Bank of New York Mellon Corp | 199,021 | $12.5M | 0.00% | −13,792−6.5% | Reduced |
| Invesco Ltd. | 192,994 | $12.1M | 0.00% | +24,646+14.6% | Added |
| Fiera Capital Corp | 172,360 | $10.8M | 0.03% | −14,590−7.8% | Reduced |
| Two Sigma Investments, LP | 161,753 | $10.1M | 0.02% | +105,706+188.6% | Added |
| Two Sigma Advisers, LP | 161,123 | $10.1M | 0.02% | +101,900+172.1% | Added |
| First Manhattan Co | 151,300 | $9.47M | 0.03% | −835−0.5% | Reduced |
| Segall Bryant & Hamill, LLC | 127,257 | $7.97M | 0.15% | +415+0.3% | Added |
| Deutsche Bank AG | 124,843 | $7.81M | 0.00% | −498−0.4% | Reduced |
| Public Employees Retirement System of Ohio | 120,259 | $7.53M | 0.03% | +8,104+7.2% | Added |
| UBS Group AG | 101,767 | $6.37M | 0.00% | +33,285+48.6% | Added |
| Royce & Associates LP | 100,181 | $6.27M | 0.06% | +20,515+25.8% | Added |
| Manatuck Hill Partners, LLC | 100,000 | $6.26M | 2.68% | +32,000+47.1% | Added |
| STRS Ohio | 94,700 | $5.93M | 0.02% | −12,100−11.3% | Reduced |
| Assenagon Asset Management S.A. | 93,543 | $5.85M | 0.02% | +58,549+167.3% | Added |
| Pacific Capital Partners Ltd | 92,500 | $5.79M | 4.37% | +30,000+48.0% | Added |
| Swiss National Bank | 88,300 | $5.53M | 0.00% | −10,800−10.9% | Reduced |
| New York State Common Retirement Fund | 85,595 | $5.36M | 0.01% | +320.0% | Added |
| Boston Partners | 83,583 | $5.23M | 0.01% | −50,818−37.8% | Reduced |
| Summit Creek Advisors LLC | 82,983 | $5.19M | 0.70% | +82,983 | New |
| Janus Henderson Group PLC | 78,923 | $4.94M | 0.00% | +6,024+8.3% | Added |
| Retirement Systems of Alabama | 77,556 | $4.85M | 0.02% | +5,257+7.3% | Added |
| Laurus Investment Counsel Inc. | 56,600 | $4.70M | 1.70% | −2,600−4.4% | Reduced |
| Barclays PLC | 74,792 | $4.68M | 0.00% | +57,993+345.2% | Added |
| D. E. Shaw & Co., Inc. | 74,573 | $4.67M | 0.01% | +9,435+14.5% | Added |
| Susquehanna International Group, LLP | 74,419 | $4.66M | 0.01% | −21,260−22.2% | Reduced |
| UBS Asset Management Americas Inc | 72,867 | $4.56M | 0.00% | −156−0.2% | Reduced |
| Rhumbline Advisers | 71,908 | $4.50M | 0.00% | −943−1.3% | Reduced |
| Ameriprise Financial Inc | 71,072 | $4.45M | 0.00% | +115+0.2% | Added |
| King Luther Capital Management Corp | 70,049 | $4.38M | 0.02% | +8,719+14.2% | Added |
| Great Lakes Advisors, LLC | 69,970 | $4.38M | 0.04% | −47,528−40.5% | Reduced |
| Russell Investments Group, Ltd. | 68,787 | $4.31M | 0.01% | +7,649+12.5% | Added |
| Alberta Investment Management Corp | 66,797 | $4.18M | 0.04% | −38,671−36.7% | Reduced |
| Blair William & Co | 64,223 | $4.02M | 0.01% | +5,607+9.6% | Added |
| First Trust Advisors LP | 62,890 | $3.94M | 0.00% | −10,100−13.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 59,700 | $3.74M | 0.06% | +16,500+38.2% | Added |
| Rice Hall James & Associates, LLC | 59,127 | $3.70M | 0.21% | −2,590−4.2% | Reduced |
| Woodard & Co Asset Management Group Inc | 57,645 | $3.61M | 1.05% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 55,711 | $3.49M | 0.00% | −2,050−3.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 53,143 | $3.33M | 0.00% | −81,438−60.5% | Reduced |
| Legal & General Group Plc | 50,391 | $3.15M | 0.00% | +230+0.5% | Added |
| Argent Capital Management LLC | 50,079 | $3.13M | 0.10% | +426+0.9% | Added |
| California State Teachers Retirement System | 47,849 | $2.99M | 0.00% | −2,637−5.2% | Reduced |
| Voloridge Investment Management, LLC | 46,392 | $2.90M | 0.01% | +28,745+162.9% | Added |
| Roundview Capital LLC | 45,881 | $2.87M | 0.26% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 45,767 | $2.86M | 0.58% | −2,585−5.3% | Reduced |
| Bridge City Capital, LLC | 45,422 | $2.84M | 1.10% | +5,357+13.4% | Added |
| Great West Life Assurance Co | 44,777 | $2.79M | 0.01% | +4,234+10.4% | Added |
| Qube Research & Technologies Ltd | 43,714 | $2.74M | 0.01% | −34,698−44.3% | Reduced |
| Wells Fargo & Company | 43,406 | $2.72M | 0.00% | +2,883+7.1% | Added |
| Private Advisor Group, LLC | 42,335 | $2.65M | 0.02% | +78+0.2% | Added |
| Martingale Asset Management L P | 40,737 | $2.55M | 0.05% | −2,502−5.8% | Reduced |
| Envestnet Asset Management Inc | 40,534 | $2.54M | 0.00% | +2,581+6.8% | Added |
| American Century Companies Inc | 40,104 | $2.51M | 0.00% | −29,892−42.7% | Reduced |
| SEI Investments Co | 38,836 | $2.43M | 0.00% | −3,897−9.1% | Reduced |
| Calamos Advisors LLC | 38,218 | $2.39M | 0.01% | −456−1.2% | Reduced |
| Credit Suisse AG | 36,952 | $2.31M | 0.00% | −6,281−14.5% | Reduced |
| BNP Paribas Arbitrage, SA | 35,831 | $2.24M | 0.00% | −11,339−24.0% | Reduced |
| Panagora Asset Management Inc | 35,557 | $2.23M | 0.01% | −44,263−55.5% | Reduced |
| Chase Investment Counsel Corp | 32,825 | $2.05M | 0.91% | +434+1.3% | Added |
| Kestra Advisory Services, LLC | 30,058 | $1.88M | 0.02% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 29,971 | $1.88M | 0.00% | +29,971 | New |