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 |
|---|---|---|---|---|---|
| Compass Ion Advisors, LLC | 3,297 | $206.4K | 0.03% | −600−15.4% | Reduced |
| Huntington National Bank | 3,251 | $203.5K | 0.00% | +22+0.7% | Added |
| Acorn Creek Capital LLC | 3,250 | $203.4K | 0.09% | +3,250 | New |
| Comerica Bank | 3,156 | $197.5K | 0.00% | +2,362+297.5% | Added |
| Aquatic Capital Management LLC | 3,000 | $188.0K | 0.00% | −2,400−44.4% | Reduced |
| Metropolitan Life Insurance Co | 2,759 | $172.7K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 2,754 | $172.4K | 0.00% | +2,754 | New |
| Nisa Investment Advisors, LLC | 2,101 | $131.5K | 0.00% | −500−19.2% | Reduced |
| Trust Co of Vermont | 1,950 | $122.1K | 0.01% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 1,750 | $109.5K | 0.03% | +875+100.0% | Added |
| US Bancorp | 1,522 | $95.3K | 0.00% | −45−2.9% | Reduced |
| Advisor Group Holdings, Inc. | 1,193 | $74.7K | 0.00% | −876−42.3% | Reduced |
| Systematic Alpha Investments, LLC | 1,118 | $70.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,005 | $62.9K | 0.00% | +1,005 | New |
| Assetmark, Inc | 905 | $56.6K | 0.00% | +180+24.8% | Added |
| Federated Hermes, Inc. | 779 | $48.8K | 0.00% | −9,589−92.5% | Reduced |
| Signaturefd, LLC | 587 | $36.7K | 0.00% | +15+2.6% | Added |
| KBC Group NV | 542 | $34.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 500 | $31.3K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 500 | $31.3K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 486 | $30.0K | 0.02% | −664−57.7% | Reduced |
| Citadel Advisors LLC | 439 | $27.5K | 0.00% | −2,883−86.8% | Reduced |
| Global Financial Private Client, LLC | 406 | $25.4K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 359 | $22.5K | 0.00% | +91+34.0% | Added |
| Silicon Valley Capital Partners | 293 | $18.3K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 242 | $15.1K | 0.01% | −307−55.9% | Reduced |
| VisionPoint Advisory Group, LLC | 242 | $15.1K | 0.01% | +242 | New |
| SYSTM Wealth Solutions LLC | 217 | $13.6K | 0.00% | +217 | New |
| Quadrant Capital Group LLC | 203 | $12.7K | 0.00% | +2+1.0% | Added |
| EverSource Wealth Advisors, LLC | 199 | $12.5K | 0.00% | +10+5.3% | Added |
| Lindbrook Capital, LLC | 189 | $11.8K | 0.00% | −12−6.0% | Reduced |
| National Bank of Canada | 188 | $11.6K | 0.00% | +188 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 144 | $8.77K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 134 | $8.39K | 0.02% | +134 | New |
| Park Place Capital Corp | 127 | $7.95K | 0.00% | +55+76.4% | Added |
| Principal Securities, Inc. | 110 | $6.88K | 0.00% | +110 | New |
| Advisory Services Network, LLC | 100 | $6.26K | 0.00% | +100 | New |
| Farther Finance Advisors, LLC | 86 | $5.38K | 0.00% | +42+95.5% | Added |
| Crewe Advisors LLC | 77 | $4.82K | 0.00% | +77 | New |
| Simplex Trading, LLC | 79 | $4.00K | 0.00% | −225−74.0% | Reduced |
| Parallel Advisors, LLC | 61 | $3.82K | 0.00% | −38−38.4% | Reduced |
| McIlrath & Eck, LLC | 58 | $3.63K | 0.00% | +58 | New |
| GAMMA Investing LLC | 47 | $2.99K | 0.00% | +47 | New |
| Manchester Capital Management LLC | 46 | $2.88K | 0.00% | −36−43.9% | Reduced |
| WealthCollab, LLC | 45 | $2.82K | 0.00% | +45 | New |
| GWM Advisors LLC | 26 | $1.63K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 23 | $1.44K | 0.00% | +5+27.8% | Added |
| Massmutual Trust Co FSB | 22 | $1.38K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 14 | $876 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 12 | $752 | 0.00% | −1−7.7% | Reduced |
| Bell Investment Advisors, Inc | 11 | $689 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $501 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 8 | $501 | 0.00% | +2+33.3% | Added |
| Versant Capital Management, Inc | 5 | $313 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $313 | 0.00% | +5 | New |
| Bokf, NA | 5 | $312 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3 | $188 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $63 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 1 | $63 | 0.00% | 00.0% | Unchanged |
| 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 |