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 |
|---|---|---|---|---|---|
| DekaBank Deutsche Girozentrale | 8,059 | $503.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 8,178 | $512.0K | 0.02% | −2,451−23.1% | Reduced |
| Quest Partners LLC | 8,219 | $514.4K | 0.11% | +8,219 | New |
| Dark Forest Capital Management LP | 8,377 | $524.3K | 0.08% | −1,942−18.8% | Reduced |
| Dodds Wealth, LLC | 8,742 | $547.2K | 0.28% | +8,742 | New |
| Commerce Bank | 8,904 | $557.3K | 0.00% | +1,661+22.9% | Added |
| Valtinson Bruner Financial Planning LLC | 9,017 | $564.4K | 0.29% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 9,808 | $613.9K | 0.04% | −10.0% | Reduced |
| RBF Capital, LLC | 10,000 | $625.9K | 0.04% | 00.0% | Unchanged |
| Truist Financial Corp | 10,261 | $642.2K | 0.00% | −613−5.6% | Reduced |
| Los Angeles Capital Management LLC | 10,441 | $653.5K | 0.00% | −1,350−11.4% | Reduced |
| Canada Pension Plan Investment Board | 10,498 | $657.1K | 0.00% | +10,498 | New |
| CI Private Wealth, LLC | 10,550 | $660.3K | 0.00% | +1,962+22.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,760 | $673.5K | 0.00% | +3,404+46.3% | Added |
| Lazard Asset Management LLC | 10,795 | $675.0K | 0.00% | +2,736+33.9% | Added |
| Next Capital Management LLC | 11,000 | $688.5K | 0.30% | 00.0% | Unchanged |
| Creative Planning | 11,039 | $690.9K | 0.00% | +454+4.3% | Added |
| Meritage Portfolio Management | 11,148 | $698.0K | 0.05% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 11,240 | $703.5K | 0.04% | −4,527−28.7% | Reduced |
| Jane Street Group, LLC | 11,337 | $709.6K | 0.00% | −11,826−51.1% | Reduced |
| Empowered Funds, LLC | 12,178 | $762.2K | 0.02% | +2,125+21.1% | Added |
| Handelsbanken Fonder AB | 12,300 | $770.0K | 0.00% | −1,100−8.2% | Reduced |
| Arizona State Retirement System | 12,535 | $784.6K | 0.01% | −310−2.4% | Reduced |
| Trexquant Investment LP | 12,967 | $811.6K | 0.02% | +12,967 | New |
| Captrust Financial Advisors | 13,162 | $823.8K | 0.00% | +501+4.0% | Added |
| Apexium Financial, LP | 13,246 | $829.1K | 0.06% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 13,688 | $856.7K | 0.00% | 00.0% | Unchanged |
| Legato Capital Management LLC | 13,832 | $865.7K | 0.11% | 00.0% | Unchanged |
| Citigroup Inc | 14,146 | $885.4K | 0.00% | +8,142+135.6% | Added |
| Tower Research Capital LLC (TRC) | 14,282 | $893.9K | 0.01% | +13,452+1,620.7% | Added |
| Valeo Financial Advisors, LLC | 14,475 | $906.0K | 0.04% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 15,281 | $956.0K | 0.00% | +112+0.7% | Added |
| Kensington Investment Counsel, LLC | 15,534 | $972.3K | 0.51% | +15,534 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 16,000 | $1.00M | 0.00% | +16,000 | New |
| Wealth Enhancement Advisory Services, LLC | 16,039 | $1.00M | 0.00% | +25+0.2% | Added |
| Principal Financial Group Inc | 16,280 | $1.02M | 0.00% | +3,890+31.4% | Added |
| AQR Capital Management LLC | 16,710 | $1.05M | 0.00% | −5,922−26.2% | Reduced |
| Chicago Wealth Management, Inc. | 17,000 | $1.06M | 0.73% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 17,333 | $1.08M | 0.01% | −21,499−55.4% | Reduced |
| Jennison Associates LLC | 18,032 | $1.13M | 0.00% | −10−0.1% | Reduced |
| Commonwealth Equity Services, LLC | 18,920 | $1.18M | 0.00% | +153+0.8% | Added |
| Voya Investment Management LLC | 19,459 | $1.22M | 0.00% | −31−0.2% | Reduced |
| Burton Enright Welch | 19,750 | $1.24M | 0.33% | −1,728−8.0% | Reduced |
| Marshall Wace, LLP | 20,437 | $1.28M | 0.00% | −6,124−23.1% | Reduced |
| LPL Financial LLC | 21,412 | $1.34M | 0.00% | +233+1.1% | Added |
| Ensign Peak Advisors, Inc | 21,690 | $1.36M | 0.00% | +3,950+22.3% | Added |
| CWM, LLC | 22,004 | $1.38M | 0.01% | −2,815−11.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 22,400 | $1.40M | 0.01% | 00.0% | Unchanged |
| Brown Advisory Inc | 23,118 | $1.45M | 0.00% | +23,118 | New |
| Mirae Asset Global Investments Co., Ltd. | 23,229 | $1.45M | 0.00% | +1,325+6.0% | Added |
| Old Mission Capital LLC | 23,780 | $1.49M | 0.04% | +23,780 | New |
| American International Group, Inc. | 23,840 | $1.49M | 0.01% | −97−0.4% | Reduced |
| Manufacturers Life Insurance Company, The | 24,453 | $1.53M | 0.00% | −429−1.7% | Reduced |
| Occudo Quantitative Strategies LP | 24,515 | $1.53M | 0.21% | −5,411−18.1% | Reduced |
| MetLife Investment Management | 24,698 | $1.55M | 0.01% | −680−2.7% | Reduced |
| Jump Financial, LLC | 25,646 | $1.61M | 0.05% | +25,646 | New |
| Millennium Management LLC | 27,098 | $1.70M | 0.00% | +189+0.7% | Added |
| Millington Financial Advisors, LLC | 28,065 | $1.76M | 1.41% | −2,631−8.6% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 28,282 | $1.77M | 0.46% | 00.0% | Unchanged |
| AXA S.A. | 28,715 | $1.80M | 0.01% | +815+2.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 29,971 | $1.88M | 0.00% | +29,971 | New |
| Kestra Advisory Services, LLC | 30,058 | $1.88M | 0.02% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 32,825 | $2.05M | 0.91% | +434+1.3% | Added |
| Panagora Asset Management Inc | 35,557 | $2.23M | 0.01% | −44,263−55.5% | Reduced |
| BNP Paribas Arbitrage, SA | 35,831 | $2.24M | 0.00% | −11,339−24.0% | Reduced |
| Credit Suisse AG | 36,952 | $2.31M | 0.00% | −6,281−14.5% | Reduced |
| Calamos Advisors LLC | 38,218 | $2.39M | 0.01% | −456−1.2% | Reduced |
| SEI Investments Co | 38,836 | $2.43M | 0.00% | −3,897−9.1% | Reduced |
| American Century Companies Inc | 40,104 | $2.51M | 0.00% | −29,892−42.7% | Reduced |
| Envestnet Asset Management Inc | 40,534 | $2.54M | 0.00% | +2,581+6.8% | Added |
| Martingale Asset Management L P | 40,737 | $2.55M | 0.05% | −2,502−5.8% | Reduced |
| Private Advisor Group, LLC | 42,335 | $2.65M | 0.02% | +78+0.2% | Added |
| Wells Fargo & Company | 43,406 | $2.72M | 0.00% | +2,883+7.1% | Added |
| Qube Research & Technologies Ltd | 43,714 | $2.74M | 0.01% | −34,698−44.3% | Reduced |
| Great West Life Assurance Co | 44,777 | $2.79M | 0.01% | +4,234+10.4% | Added |
| Bridge City Capital, LLC | 45,422 | $2.84M | 1.10% | +5,357+13.4% | Added |
| Chatham Capital Group, Inc. | 45,767 | $2.86M | 0.58% | −2,585−5.3% | Reduced |
| Roundview Capital LLC | 45,881 | $2.87M | 0.26% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 46,392 | $2.90M | 0.01% | +28,745+162.9% | Added |
| California State Teachers Retirement System | 47,849 | $2.99M | 0.00% | −2,637−5.2% | Reduced |
| Argent Capital Management LLC | 50,079 | $3.13M | 0.10% | +426+0.9% | Added |
| Legal & General Group Plc | 50,391 | $3.15M | 0.00% | +230+0.5% | Added |
| Arrowstreet Capital, Limited Partnership | 53,143 | $3.33M | 0.00% | −81,438−60.5% | Reduced |
| Alliancebernstein L.P. | 55,711 | $3.49M | 0.00% | −2,050−3.5% | Reduced |
| Woodard & Co Asset Management Group Inc | 57,645 | $3.61M | 1.05% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 59,127 | $3.70M | 0.21% | −2,590−4.2% | Reduced |
| Thompson Siegel & Walmsley LLC | 59,700 | $3.74M | 0.06% | +16,500+38.2% | Added |
| First Trust Advisors LP | 62,890 | $3.94M | 0.00% | −10,100−13.8% | Reduced |
| Blair William & Co | 64,223 | $4.02M | 0.01% | +5,607+9.6% | Added |
| Alberta Investment Management Corp | 66,797 | $4.18M | 0.04% | −38,671−36.7% | Reduced |
| Russell Investments Group, Ltd. | 68,787 | $4.31M | 0.01% | +7,649+12.5% | Added |
| Great Lakes Advisors, LLC | 69,970 | $4.38M | 0.04% | −47,528−40.5% | Reduced |
| King Luther Capital Management Corp | 70,049 | $4.38M | 0.02% | +8,719+14.2% | Added |
| Ameriprise Financial Inc | 71,072 | $4.45M | 0.00% | +115+0.2% | Added |
| Rhumbline Advisers | 71,908 | $4.50M | 0.00% | −943−1.3% | Reduced |
| UBS Asset Management Americas Inc | 72,867 | $4.56M | 0.00% | −156−0.2% | Reduced |
| Susquehanna International Group, LLP | 74,419 | $4.66M | 0.01% | −21,260−22.2% | Reduced |
| D. E. Shaw & Co., Inc. | 74,573 | $4.67M | 0.01% | +9,435+14.5% | Added |
| Barclays PLC | 74,792 | $4.68M | 0.00% | +57,993+345.2% | Added |
| Laurus Investment Counsel Inc. | 56,600 | $4.70M | 1.70% | −2,600−4.4% | Reduced |