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 |
|---|---|---|---|---|---|
| AXA S.A. | 28,715 | $1.80M | 0.01% | +815+2.9% | Added |
| Schneider Downs Wealth Management Advisors, LP | 28,282 | $1.77M | 0.46% | 00.0% | Unchanged |
| Millington Financial Advisors, LLC | 28,065 | $1.76M | 1.41% | −2,631−8.6% | Reduced |
| Millennium Management LLC | 27,098 | $1.70M | 0.00% | +189+0.7% | Added |
| Jump Financial, LLC | 25,646 | $1.61M | 0.05% | +25,646 | New |
| MetLife Investment Management | 24,698 | $1.55M | 0.01% | −680−2.7% | Reduced |
| Occudo Quantitative Strategies LP | 24,515 | $1.53M | 0.21% | −5,411−18.1% | Reduced |
| Manufacturers Life Insurance Company, The | 24,453 | $1.53M | 0.00% | −429−1.7% | Reduced |
| American International Group, Inc. | 23,840 | $1.49M | 0.01% | −97−0.4% | Reduced |
| Old Mission Capital LLC | 23,780 | $1.49M | 0.04% | +23,780 | New |
| Mirae Asset Global Investments Co., Ltd. | 23,229 | $1.45M | 0.00% | +1,325+6.0% | Added |
| Brown Advisory Inc | 23,118 | $1.45M | 0.00% | +23,118 | New |
| Skandinaviska Enskilda Banken AB (publ) | 22,400 | $1.40M | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 22,004 | $1.38M | 0.01% | −2,815−11.3% | Reduced |
| Ensign Peak Advisors, Inc | 21,690 | $1.36M | 0.00% | +3,950+22.3% | Added |
| LPL Financial LLC | 21,412 | $1.34M | 0.00% | +233+1.1% | Added |
| Marshall Wace, LLP | 20,437 | $1.28M | 0.00% | −6,124−23.1% | Reduced |
| Burton Enright Welch | 19,750 | $1.24M | 0.33% | −1,728−8.0% | Reduced |
| Voya Investment Management LLC | 19,459 | $1.22M | 0.00% | −31−0.2% | Reduced |
| Commonwealth Equity Services, LLC | 18,920 | $1.18M | 0.00% | +153+0.8% | Added |
| Jennison Associates LLC | 18,032 | $1.13M | 0.00% | −10−0.1% | Reduced |
| Teacher Retirement System of Texas | 17,333 | $1.08M | 0.01% | −21,499−55.4% | Reduced |
| Chicago Wealth Management, Inc. | 17,000 | $1.06M | 0.73% | 00.0% | Unchanged |
| AQR Capital Management LLC | 16,710 | $1.05M | 0.00% | −5,922−26.2% | Reduced |
| Principal Financial Group Inc | 16,280 | $1.02M | 0.00% | +3,890+31.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 16,039 | $1.00M | 0.00% | +25+0.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 16,000 | $1.00M | 0.00% | +16,000 | New |
| Kensington Investment Counsel, LLC | 15,534 | $972.3K | 0.51% | +15,534 | New |
| HighTower Advisors, LLC | 15,281 | $956.0K | 0.00% | +112+0.7% | Added |
| Valeo Financial Advisors, LLC | 14,475 | $906.0K | 0.04% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 14,282 | $893.9K | 0.01% | +13,452+1,620.7% | Added |
| Citigroup Inc | 14,146 | $885.4K | 0.00% | +8,142+135.6% | Added |
| Legato Capital Management LLC | 13,832 | $865.7K | 0.11% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 13,688 | $856.7K | 0.00% | 00.0% | Unchanged |
| Apexium Financial, LP | 13,246 | $829.1K | 0.06% | 00.0% | Unchanged |
| Captrust Financial Advisors | 13,162 | $823.8K | 0.00% | +501+4.0% | Added |
| Trexquant Investment LP | 12,967 | $811.6K | 0.02% | +12,967 | New |
| Arizona State Retirement System | 12,535 | $784.6K | 0.01% | −310−2.4% | Reduced |
| Handelsbanken Fonder AB | 12,300 | $770.0K | 0.00% | −1,100−8.2% | Reduced |
| Empowered Funds, LLC | 12,178 | $762.2K | 0.02% | +2,125+21.1% | Added |
| Jane Street Group, LLC | 11,337 | $709.6K | 0.00% | −11,826−51.1% | Reduced |
| ClariVest Asset Management LLC | 11,240 | $703.5K | 0.04% | −4,527−28.7% | Reduced |
| Meritage Portfolio Management | 11,148 | $698.0K | 0.05% | 00.0% | Unchanged |
| Creative Planning | 11,039 | $690.9K | 0.00% | +454+4.3% | Added |
| Next Capital Management LLC | 11,000 | $688.5K | 0.30% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 10,795 | $675.0K | 0.00% | +2,736+33.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,760 | $673.5K | 0.00% | +3,404+46.3% | Added |
| CI Private Wealth, LLC | 10,550 | $660.3K | 0.00% | +1,962+22.8% | Added |
| Canada Pension Plan Investment Board | 10,498 | $657.1K | 0.00% | +10,498 | New |
| Los Angeles Capital Management LLC | 10,441 | $653.5K | 0.00% | −1,350−11.4% | Reduced |
| Truist Financial Corp | 10,261 | $642.2K | 0.00% | −613−5.6% | Reduced |
| RBF Capital, LLC | 10,000 | $625.9K | 0.04% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 9,808 | $613.9K | 0.04% | −10.0% | Reduced |
| Valtinson Bruner Financial Planning LLC | 9,017 | $564.4K | 0.29% | 00.0% | Unchanged |
| Commerce Bank | 8,904 | $557.3K | 0.00% | +1,661+22.9% | Added |
| Dodds Wealth, LLC | 8,742 | $547.2K | 0.28% | +8,742 | New |
| Dark Forest Capital Management LP | 8,377 | $524.3K | 0.08% | −1,942−18.8% | Reduced |
| Quest Partners LLC | 8,219 | $514.4K | 0.11% | +8,219 | New |
| Shell Asset Management Co | 8,178 | $512.0K | 0.02% | −2,451−23.1% | Reduced |
| DekaBank Deutsche Girozentrale | 8,059 | $503.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 7,939 | $496.9K | 0.00% | +1,708+27.4% | Added |
| JustInvest LLC | 7,154 | $447.8K | 0.01% | −31−0.4% | Reduced |
| HMS Capital Management, LLC | 7,034 | $440.3K | 0.27% | −83−1.2% | Reduced |
| New York Life Investment Management LLC | 6,978 | $436.8K | 0.00% | −216−3.0% | Reduced |
| Amalgamated Bank | 6,931 | $434.0K | 0.00% | −482−6.5% | Reduced |
| Aigen Investment Management, LP | 6,867 | $429.8K | 0.08% | +2,642+62.5% | Added |
| CBIZ Investment Advisory Services, LLC | 6,854 | $429.0K | 0.03% | −170−2.4% | Reduced |
| Country Club Bank | 6,613 | $414.0K | 0.03% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 6,601 | $413.2K | 0.02% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 6,578 | $411.7K | 0.12% | −88−1.3% | Reduced |
| TD Waterhouse Canada Inc. | 6,524 | $398.2K | 0.00% | +3,499+115.7% | Added |
| Janney Montgomery Scott LLC | 6,299 | $394.0K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 6,143 | $384.5K | 0.04% | +196+3.3% | Added |
| SG Americas Securities, LLC | 6,129 | $384.0K | 0.00% | +6,129 | New |
| Mayflower Financial Advisors, LLC | 6,060 | $379.3K | 0.05% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 6,024 | $377.0K | 0.00% | +731+13.8% | Added |
| Gotham Asset Management, LLC | 5,922 | $370.7K | 0.01% | −1,233−17.2% | Reduced |
| Sawgrass Asset Management LLC | 5,880 | $368.0K | 0.04% | −194−3.2% | Reduced |
| State of Wyoming | 5,809 | $363.6K | 0.07% | +818+16.4% | Added |
| Mariner, LLC | 5,655 | $353.9K | 0.00% | +21+0.4% | Added |
| Pictet Asset Management Holding SA | 5,335 | $333.9K | 0.00% | −23−0.4% | Reduced |
| The PNC Financial Services Group, Inc. | 5,277 | $330.3K | 0.00% | −50−0.9% | Reduced |
| Moran Wealth Management, LLC | 5,093 | $318.8K | 0.01% | +189+3.9% | Added |
| Ameritas Investment Partners, Inc. | 4,965 | $310.8K | 0.01% | +200+4.2% | Added |
| Vestcor Inc | 4,624 | $289.0K | 0.01% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 4,516 | $282.7K | 0.03% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 4,509 | $282.2K | 0.00% | +4,509 | New |
| Brevan Howard Capital Management LP | 4,400 | $275.4K | 0.03% | +4,400 | New |
| State of Wisconsin Investment Board | 4,253 | $266.2K | 0.00% | −727−14.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 4,220 | $264.1K | 0.00% | −161−3.7% | Reduced |
| Algert Global LLC | 4,190 | $262.3K | 0.01% | +4,190 | New |
| Prudential Financial Inc | 3,841 | $240.4K | 0.00% | +3,841 | 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 |
| Mackenzie Financial Corp | 3,720 | $232.8K | 0.00% | +3,720 | New |
| Glenmede Trust Co NA | 3,626 | $227.0K | 0.00% | −23,340−86.6% | Reduced |
| Flaharty Asset Management, LLC | 3,492 | $218.6K | 0.03% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 3,419 | $214.0K | 0.00% | +3,419 | New |
| Welch & Forbes LLC | 3,383 | $211.7K | 0.00% | +3,383 | New |
| Stifel Financial Corp | 3,360 | $210.3K | 0.00% | +3,360 | New |