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 | 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, 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 |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 1 | $63 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 1 | $63 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3 | $188 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 5 | $312 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 5 | $313 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $313 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 8 | $501 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 8 | $501 | 0.00% | +2+33.3% | Added |
| Bell Investment Advisors, Inc | 11 | $689 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 12 | $752 | 0.00% | −1−7.7% | Reduced |
| Proequities, Inc. | 14 | $876 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 22 | $1.38K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 23 | $1.44K | 0.00% | +5+27.8% | Added |
| GWM Advisors LLC | 26 | $1.63K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 45 | $2.82K | 0.00% | +45 | New |
| Manchester Capital Management LLC | 46 | $2.88K | 0.00% | −36−43.9% | Reduced |
| GAMMA Investing LLC | 47 | $2.99K | 0.00% | +47 | New |
| McIlrath & Eck, LLC | 58 | $3.63K | 0.00% | +58 | New |
| Parallel Advisors, LLC | 61 | $3.82K | 0.00% | −38−38.4% | Reduced |
| Simplex Trading, LLC | 79 | $4.00K | 0.00% | −225−74.0% | Reduced |
| Crewe Advisors LLC | 77 | $4.82K | 0.00% | +77 | New |
| Farther Finance Advisors, LLC | 86 | $5.38K | 0.00% | +42+95.5% | Added |
| Advisory Services Network, LLC | 100 | $6.26K | 0.00% | +100 | New |
| Principal Securities, Inc. | 110 | $6.88K | 0.00% | +110 | New |
| Park Place Capital Corp | 127 | $7.95K | 0.00% | +55+76.4% | Added |
| West Tower Group, LLC | 134 | $8.39K | 0.02% | +134 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 144 | $8.77K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 188 | $11.6K | 0.00% | +188 | New |
| Lindbrook Capital, LLC | 189 | $11.8K | 0.00% | −12−6.0% | Reduced |
| EverSource Wealth Advisors, LLC | 199 | $12.5K | 0.00% | +10+5.3% | Added |
| Quadrant Capital Group LLC | 203 | $12.7K | 0.00% | +2+1.0% | Added |
| SYSTM Wealth Solutions LLC | 217 | $13.6K | 0.00% | +217 | New |
| Quarry LP | 242 | $15.1K | 0.01% | −307−55.9% | Reduced |
| VisionPoint Advisory Group, LLC | 242 | $15.1K | 0.01% | +242 | New |
| Silicon Valley Capital Partners | 293 | $18.3K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 359 | $22.5K | 0.00% | +91+34.0% | Added |
| Global Financial Private Client, LLC | 406 | $25.4K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 439 | $27.5K | 0.00% | −2,883−86.8% | Reduced |
| Covestor Ltd | 486 | $30.0K | 0.02% | −664−57.7% | Reduced |
| Ancora Advisors, LLC | 500 | $31.3K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 500 | $31.3K | 0.02% | 00.0% | Unchanged |
| KBC Group NV | 542 | $34.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 587 | $36.7K | 0.00% | +15+2.6% | Added |
| Federated Hermes, Inc. | 779 | $48.8K | 0.00% | −9,589−92.5% | Reduced |
| Assetmark, Inc | 905 | $56.6K | 0.00% | +180+24.8% | Added |
| Johnson Financial Group, Inc. | 1,005 | $62.9K | 0.00% | +1,005 | New |
| Systematic Alpha Investments, LLC | 1,118 | $70.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,193 | $74.7K | 0.00% | −876−42.3% | Reduced |
| US Bancorp | 1,522 | $95.3K | 0.00% | −45−2.9% | Reduced |
| Fortis Group Advisors, LLC | 1,750 | $109.5K | 0.03% | +875+100.0% | Added |
| Trust Co of Vermont | 1,950 | $122.1K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,101 | $131.5K | 0.00% | −500−19.2% | Reduced |
| Exchange Traded Concepts, LLC | 2,754 | $172.4K | 0.00% | +2,754 | New |
| Metropolitan Life Insurance Co | 2,759 | $172.7K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 3,000 | $188.0K | 0.00% | −2,400−44.4% | Reduced |
| Comerica Bank | 3,156 | $197.5K | 0.00% | +2,362+297.5% | Added |
| Acorn Creek Capital LLC | 3,250 | $203.4K | 0.09% | +3,250 | New |
| Huntington National Bank | 3,251 | $203.5K | 0.00% | +22+0.7% | Added |
| Compass Ion Advisors, LLC | 3,297 | $206.4K | 0.03% | −600−15.4% | Reduced |
| Stifel Financial Corp | 3,360 | $210.3K | 0.00% | +3,360 | New |
| Welch & Forbes LLC | 3,383 | $211.7K | 0.00% | +3,383 | New |
| Susquehanna Portfolio Strategies, LLC | 3,419 | $214.0K | 0.00% | +3,419 | New |
| Flaharty Asset Management, LLC | 3,492 | $218.6K | 0.03% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 3,626 | $227.0K | 0.00% | −23,340−86.6% | Reduced |
| Mackenzie Financial Corp | 3,720 | $232.8K | 0.00% | +3,720 | New |
| Sawtooth Solutions, LLC | 3,805 | $238.2K | 0.01% | +3,805 | New |
| Bleakley Financial Group, LLC | 3,805 | $238.2K | 0.01% | +3,805 | New |
| Prudential Financial Inc | 3,841 | $240.4K | 0.00% | +3,841 | New |
| Algert Global LLC | 4,190 | $262.3K | 0.01% | +4,190 | New |
| O'Shaughnessy Asset Management, LLC | 4,220 | $264.1K | 0.00% | −161−3.7% | Reduced |
| State of Wisconsin Investment Board | 4,253 | $266.2K | 0.00% | −727−14.6% | Reduced |
| Brevan Howard Capital Management LP | 4,400 | $275.4K | 0.03% | +4,400 | New |
| Pathstone Holdings, LLC | 4,509 | $282.2K | 0.00% | +4,509 | New |
| Petrus Trust Company, LTA | 4,516 | $282.7K | 0.03% | 00.0% | Unchanged |
| Vestcor Inc | 4,624 | $289.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,965 | $310.8K | 0.01% | +200+4.2% | Added |
| Moran Wealth Management, LLC | 5,093 | $318.8K | 0.01% | +189+3.9% | Added |
| The PNC Financial Services Group, Inc. | 5,277 | $330.3K | 0.00% | −50−0.9% | Reduced |
| Pictet Asset Management Holding SA | 5,335 | $333.9K | 0.00% | −23−0.4% | Reduced |
| Mariner, LLC | 5,655 | $353.9K | 0.00% | +21+0.4% | Added |
| State of Wyoming | 5,809 | $363.6K | 0.07% | +818+16.4% | Added |
| Sawgrass Asset Management LLC | 5,880 | $368.0K | 0.04% | −194−3.2% | Reduced |
| Gotham Asset Management, LLC | 5,922 | $370.7K | 0.01% | −1,233−17.2% | Reduced |
| Cresset Asset Management, LLC | 6,024 | $377.0K | 0.00% | +731+13.8% | Added |
| Mayflower Financial Advisors, LLC | 6,060 | $379.3K | 0.05% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 6,129 | $384.0K | 0.00% | +6,129 | New |
| CWM Advisors, LLC | 6,143 | $384.5K | 0.04% | +196+3.3% | Added |
| Janney Montgomery Scott LLC | 6,299 | $394.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 6,524 | $398.2K | 0.00% | +3,499+115.7% | Added |
| Ifrah Financial Services, Inc. | 6,578 | $411.7K | 0.12% | −88−1.3% | Reduced |
| Yarbrough Capital, LLC | 6,601 | $413.2K | 0.02% | 00.0% | Unchanged |
| Country Club Bank | 6,613 | $414.0K | 0.03% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 6,854 | $429.0K | 0.03% | −170−2.4% | Reduced |
| Aigen Investment Management, LP | 6,867 | $429.8K | 0.08% | +2,642+62.5% | Added |
| Amalgamated Bank | 6,931 | $434.0K | 0.00% | −482−6.5% | Reduced |
| New York Life Investment Management LLC | 6,978 | $436.8K | 0.00% | −216−3.0% | Reduced |
| HMS Capital Management, LLC | 7,034 | $440.3K | 0.27% | −83−1.2% | Reduced |
| JustInvest LLC | 7,154 | $447.8K | 0.01% | −31−0.4% | Reduced |
| ProShare Advisors LLC | 7,939 | $496.9K | 0.00% | +1,708+27.4% | Added |