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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.

Q4 2023 vs. Q3 2023

How the institutions holding CBIZ, Inc. changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of CBZ: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders2455260+20
Shares43.8M30.1K44.1M+395.3K (+0.9%)
Value$2.27B$1.56M$2.76B+$491.8M (+21.7%)

5 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (38)

Institutions that held CBIZ, Inc. at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to CBZ in Q4 2023
InstitutionSharesValue% of portfolio
Capital Research Global Investors764,193$47.8M0.01%
Select Equity Group, L.P.264,977$16.6M0.06%
Summit Creek Advisors LLC82,983$5.19M0.70%
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main29,971$1.88M0.00%
Jump Financial, LLC25,646$1.61M0.05%
Old Mission Capital LLC23,780$1.49M0.04%
Brown Advisory Inc23,118$1.45M0.00%
Healthcare of Ontario Pension Plan Trust Fund16,000$1.00M0.00%
Kensington Investment Counsel, LLC15,534$972.3K0.51%
Trexquant Investment LP12,967$811.6K0.02%
Canada Pension Plan Investment Board10,498$657.1K0.00%
Dodds Wealth, LLC8,742$547.2K0.28%
Quest Partners LLC8,219$514.4K0.11%
SG Americas Securities, LLC6,129$384.0K0.00%
Pathstone Holdings, LLC4,509$282.2K0.00%
Brevan Howard Capital Management LP4,400$275.4K0.03%
Algert Global LLC4,190$262.3K0.01%
Prudential Financial Inc3,841$240.4K0.00%
Sawtooth Solutions, LLC3,805$238.2K0.01%
Bleakley Financial Group, LLC3,805$238.2K0.01%
Mackenzie Financial Corp3,720$232.8K0.00%
Susquehanna Portfolio Strategies, LLC3,419$214.0K0.00%
Welch & Forbes LLC3,383$211.7K0.00%
Stifel Financial Corp3,360$210.3K0.00%
Acorn Creek Capital LLC3,250$203.4K0.09%
Exchange Traded Concepts, LLC2,754$172.4K0.00%
Johnson Financial Group, Inc.1,005$62.9K0.00%
VisionPoint Advisory Group, LLC242$15.1K0.01%
SYSTM Wealth Solutions LLC217$13.6K0.00%
National Bank of Canada188$11.6K0.00%
West Tower Group, LLC134$8.39K0.02%
Principal Securities, Inc.110$6.88K0.00%
Advisory Services Network, LLC100$6.26K0.00%
Crewe Advisors LLC77$4.82K0.00%
McIlrath & Eck, LLC58$3.63K0.00%
GAMMA Investing LLC47$2.99K0.00%
WealthCollab, LLC45$2.82K0.00%
DiNuzzo Private Wealth, Inc.5$3130.00%

Sold out (18)

Institutions that held CBIZ, Inc. at the end of Q3 2023 and filed for Q4 2023 without it.

Not filed for Q4 2023 yet (5)

Institutions that held CBIZ, Inc. at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CBZ in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Column Capital Advisors, LLC14,786$767.4K
Virginia Retirement Systems Et Al8,100$420.4K
First Republic Investment Management, Inc.7,075$367.2K
KB Financial Partners, LLC126$7.00K
Steward Financial Group LLC25$1.00K