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 |
|---|---|---|---|---|---|
| Retirement Systems of Alabama | 77,556 | $4.85M | 0.02% | +5,257+7.3% | Added |
| Janus Henderson Group PLC | 78,923 | $4.94M | 0.00% | +6,024+8.3% | Added |
| Summit Creek Advisors LLC | 82,983 | $5.19M | 0.70% | +82,983 | New |
| Boston Partners | 83,583 | $5.23M | 0.01% | −50,818−37.8% | Reduced |
| New York State Common Retirement Fund | 85,595 | $5.36M | 0.01% | +320.0% | Added |
| Swiss National Bank | 88,300 | $5.53M | 0.00% | −10,800−10.9% | Reduced |
| Pacific Capital Partners Ltd | 92,500 | $5.79M | 4.37% | +30,000+48.0% | Added |
| Assenagon Asset Management S.A. | 93,543 | $5.85M | 0.02% | +58,549+167.3% | Added |
| STRS Ohio | 94,700 | $5.93M | 0.02% | −12,100−11.3% | Reduced |
| Manatuck Hill Partners, LLC | 100,000 | $6.26M | 2.68% | +32,000+47.1% | Added |
| Royce & Associates LP | 100,181 | $6.27M | 0.06% | +20,515+25.8% | Added |
| UBS Group AG | 101,767 | $6.37M | 0.00% | +33,285+48.6% | Added |
| Public Employees Retirement System of Ohio | 120,259 | $7.53M | 0.03% | +8,104+7.2% | Added |
| Deutsche Bank AG | 124,843 | $7.81M | 0.00% | −498−0.4% | Reduced |
| Segall Bryant & Hamill, LLC | 127,257 | $7.97M | 0.15% | +415+0.3% | Added |
| First Manhattan Co | 151,300 | $9.47M | 0.03% | −835−0.5% | Reduced |
| Two Sigma Advisers, LP | 161,123 | $10.1M | 0.02% | +101,900+172.1% | Added |
| Two Sigma Investments, LP | 161,753 | $10.1M | 0.02% | +105,706+188.6% | Added |
| Fiera Capital Corp | 172,360 | $10.8M | 0.03% | −14,590−7.8% | Reduced |
| Invesco Ltd. | 192,994 | $12.1M | 0.00% | +24,646+14.6% | Added |
| Bank of New York Mellon Corp | 199,021 | $12.5M | 0.00% | −13,792−6.5% | Reduced |
| Royal Bank of Canada | 216,483 | $13.6M | 0.00% | +1,670+0.8% | Added |
| JPMorgan Chase & Co | 221,635 | $13.9M | 0.00% | −19,508−8.1% | Reduced |
| Paradice Investment Management LLC | 259,272 | $16.2M | 2.04% | −361,945−58.3% | Reduced |
| Select Equity Group, L.P. | 264,977 | $16.6M | 0.06% | +264,977 | New |
| Nuveen Asset Management, LLC | 276,668 | $17.3M | 0.01% | +11,749+4.4% | Added |
| Public Employees Retirement Association of Colorado | 284,458 | $17.8M | 0.08% | +26,898+10.4% | Added |
| Bessemer Group Inc | 308,790 | $19.3M | 0.04% | −11,389−3.6% | Reduced |
| Norges Bank | 317,525 | $19.9M | 0.00% | −50,350−13.7% | Reduced |
| ArrowMark Colorado Holdings LLC | 361,787 | $22.6M | 0.25% | −83,812−18.8% | Reduced |
| Bank of America Corp | 423,887 | $26.5M | 0.00% | +40,909+10.7% | Added |
| FMR LLC | 457,850 | $28.7M | 0.00% | +19,721+4.5% | Added |
| Cardinal Capital Management LLC | 482,330 | $30.2M | 1.39% | −239,547−33.2% | Reduced |
| Charles Schwab Investment Management Inc | 503,005 | $31.5M | 0.01% | +7,649+1.5% | Added |
| Goldman Sachs Group Inc | 507,824 | $31.8M | 0.01% | +54,573+12.0% | Added |
| Fenimore Asset Management Inc | 525,839 | $32.9M | 0.76% | −7,270−1.4% | Reduced |
| William Blair Investment Management, LLC | 583,202 | $36.5M | 0.11% | −8,789−1.5% | Reduced |
| Victory Capital Management Inc | 585,887 | $36.7M | 0.04% | −230,242−28.2% | Reduced |
| FIL Ltd | 677,776 | $42.4M | 0.04% | −385,695−36.3% | Reduced |
| Granite Investment Partners, LLC | 680,310 | $42.6M | 1.66% | −29,524−4.2% | Reduced |
| Premier Fund Managers Ltd | 715,942 | $44.8M | 1.93% | +100,000+16.2% | Added |
| Capital Research Global Investors | 764,193 | $47.8M | 0.01% | +764,193 | New |
| Neumeier Poma Investment Counsel LLC | 765,855 | $47.9M | 4.27% | +44,700+6.2% | Added |
| Neuberger Berman Group LLC | 797,065 | $49.9M | 0.04% | +326,783+69.5% | Added |
| Price T Rowe Associates Inc | 834,708 | $52.2M | 0.01% | −27,091−3.1% | Reduced |
| Northern Trust Corp | 940,644 | $58.9M | 0.01% | +2,821+0.3% | Added |
| Macquarie Group Ltd | 968,430 | $60.6M | 0.07% | −15,726−1.6% | Reduced |
| Geode Capital Management, LLC | 1,026,392 | $64.2M | 0.01% | +47,635+4.9% | Added |
| Mawer Investment Management Ltd. | 1,033,000 | $64.7M | 0.33% | −1,300−0.1% | Reduced |
| State Street Corp | 1,070,802 | $67.0M | 0.00% | +34,315+3.3% | Added |
| BloombergSen Inc. | 1,088,951 | $68.2M | 5.50% | +60,838+5.9% | Added |
| Silvercrest Asset Management Group LLC | 1,098,082 | $68.7M | 0.49% | −7,126−0.6% | Reduced |
| GW&K Investment Management, LLC | 1,105,210 | $69.2M | 0.65% | +78,515+7.6% | Added |
| Allspring Global Investments Holdings, LLC | 1,295,832 | $81.1M | 0.13% | −64,490−4.7% | Reduced |
| Burgundy Asset Management Ltd. | 2,151,499 | $134.7M | 1.49% | +112,117+5.5% | Added |
| Dimensional Fund Advisors LP | 2,318,236 | $145.1M | 0.04% | −226,733−8.9% | Reduced |
| P2 Capital Partners, LLC | 2,495,197 | $156.2M | 17.19% | −84,022−3.3% | Reduced |
| Vanguard Group Inc | 2,718,316 | $170.1M | 0.00% | +51,127+1.9% | Added |
| BlackRock Inc. | 3,542,696 | $221.7M | 0.01% | +183,796+5.5% | Added |
| Morgan Stanley | 3,658,153 | $229.0M | 0.02% | −219,162−5.7% | Reduced |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −30,886−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −14,136−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −14,126−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −12,454−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −9,881−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −8,082−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −7,820−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −7,782−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −7,693−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −5,483−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −5,176−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −4,672−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −4,648−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −4,614−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −3,888−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −2,521−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| Column Capital Advisors, LLC | – | – | – | – | Not filed |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| KB Financial Partners, LLC | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |