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, Q1 2024
Institutional positions in CBIZ, Inc. as of Mar 31, 2024. 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
- 269
- +10 vs. Q4 2023
- Shares held
- 45.2M
- +1.07M (+2.4%) vs. Q4 2023
- Total value
- $3.55B
- +$784.9M (+28.4%) vs. Q4 2023
- New holders
- 36
- 77 more added
- Sold out
- 26
- 114 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding CBIZ, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,705,090 | $290.8M | 0.01% | +986,774+36.3% | Added |
| BlackRock Inc. | 3,445,100 | $270.4M | 0.01% | −97,596−2.8% | Reduced |
| Morgan Stanley | 3,366,064 | $264.2M | 0.02% | −292,089−8.0% | Reduced |
| Capital Research Global Investors | 3,128,738 | $245.6M | 0.06% | +2,364,545+309.4% | Added |
| Burgundy Asset Management Ltd. | 2,179,798 | $171.1M | 1.76% | +28,299+1.3% | Added |
| Dimensional Fund Advisors LP | 2,017,472 | $158.4M | 0.04% | −300,764−13.0% | Reduced |
| P2 Capital Partners, LLC | 1,399,011 | $109.8M | 12.98% | −1,096,186−43.9% | Reduced |
| Select Equity Group, L.P. | 1,261,671 | $99.0M | 0.36% | +996,694+376.1% | Added |
| Neuberger Berman Group LLC | 1,184,609 | $93.0M | 0.08% | +387,544+48.6% | Added |
| Allspring Global Investments Holdings, LLC | 1,175,698 | $92.3M | 0.14% | −120,134−9.3% | Reduced |
| State Street Corp | 1,075,005 | $84.4M | 0.00% | +4,203+0.4% | Added |
| BloombergSen Inc. | 1,067,776 | $83.8M | 7.24% | −21,175−1.9% | Reduced |
| Geode Capital Management, LLC | 1,056,161 | $82.9M | 0.01% | +29,769+2.9% | Added |
| Mawer Investment Management Ltd. | 1,029,928 | $80.8M | 0.37% | −3,072−0.3% | Reduced |
| Silvercrest Asset Management Group LLC | 940,533 | $73.8M | 0.50% | −157,549−14.3% | Reduced |
| Northern Trust Corp | 924,519 | $72.6M | 0.01% | −16,125−1.7% | Reduced |
| GW&K Investment Management, LLC | 875,264 | $68.7M | 0.61% | −229,946−20.8% | Reduced |
| Price T Rowe Associates Inc | 828,199 | $65.0M | 0.01% | −6,509−0.8% | Reduced |
| Premier Fund Managers Ltd | 713,698 | $55.7M | 2.21% | −2,244−0.3% | Reduced |
| Neumeier Poma Investment Counsel LLC | 687,115 | $53.9M | 4.95% | −78,740−10.3% | Reduced |
| FIL Ltd | 677,776 | $53.2M | 0.05% | 00.0% | Unchanged |
| Granite Investment Partners, LLC | 655,529 | $51.5M | 1.96% | −24,781−3.6% | Reduced |
| Macquarie Group Ltd | 568,045 | $44.6M | 0.05% | −400,385−41.3% | Reduced |
| Goldman Sachs Group Inc | 553,145 | $43.4M | 0.01% | +45,321+8.9% | Added |
| Fenimore Asset Management Inc | 526,789 | $41.4M | 0.87% | +950+0.2% | Added |
| Capital World Investors | 517,064 | $40.6M | 0.01% | +517,064 | New |
| Charles Schwab Investment Management Inc | 506,103 | $39.7M | 0.01% | +3,098+0.6% | Added |
| FMR LLC | 462,097 | $36.3M | 0.00% | +4,247+0.9% | Added |
| Bank of America Corp | 385,634 | $30.3M | 0.00% | −38,253−9.0% | Reduced |
| Cardinal Capital Management LLC | 332,600 | $26.1M | 1.31% | −149,730−31.0% | Reduced |
| William Blair Investment Management, LLC | 329,557 | $25.9M | 0.07% | −253,645−43.5% | Reduced |
| Bessemer Group Inc | 329,357 | $25.9M | 0.05% | +20,567+6.7% | Added |
| Public Employees Retirement Association of Colorado | 303,096 | $23.8M | 0.10% | +18,638+6.6% | Added |
| Norges Bank | 292,720 | $23.0M | 0.00% | −24,805−7.8% | Reduced |
| ArrowMark Colorado Holdings LLC | 248,887 | $19.5M | 0.22% | −112,900−31.2% | Reduced |
| Nuveen Asset Management, LLC | 236,519 | $18.6M | 0.01% | −40,149−14.5% | Reduced |
| Artemis Investment Management LLP | 218,531 | $17.1M | 0.22% | +218,531 | New |
| Royce & Associates LP | 200,181 | $15.7M | 0.14% | +100,000+99.8% | Added |
| JPMorgan Chase & Co | 195,952 | $15.4M | 0.00% | −25,683−11.6% | Reduced |
| Invesco Ltd. | 190,969 | $15.0M | 0.00% | −2,025−1.0% | Reduced |
| Bank of New York Mellon Corp | 182,896 | $14.4M | 0.00% | −16,125−8.1% | Reduced |
| Royal Bank of Canada | 180,850 | $14.2M | 0.00% | −35,633−16.5% | Reduced |
| Fiera Capital Corp | 163,675 | $12.8M | 0.04% | −8,685−5.0% | Reduced |
| Paradice Investment Management LLC | 160,227 | $12.6M | 2.18% | −99,045−38.2% | Reduced |
| First Manhattan Co | 146,655 | $11.5M | 0.04% | −4,645−3.1% | Reduced |
| Citigroup Inc | 136,484 | $10.7M | 0.01% | +122,338+864.8% | Added |
| Blair William & Co | 130,191 | $10.2M | 0.03% | +65,968+102.7% | Added |
| Deutsche Bank AG | 125,556 | $9.86M | 0.00% | +713+0.6% | Added |
| Segall Bryant & Hamill, LLC | 125,457 | $9.85M | 0.18% | −1,800−1.4% | Reduced |
| Two Sigma Advisers, LP | 115,323 | $9.05M | 0.02% | −45,800−28.4% | Reduced |
| Public Employees Retirement System of Ohio | 107,306 | $8.42M | 0.03% | −12,953−10.8% | Reduced |
| Summit Creek Advisors LLC | 106,615 | $8.37M | 1.05% | +23,632+28.5% | Added |
| UBS Group AG | 100,659 | $7.90M | 0.00% | −1,108−1.1% | Reduced |
| Swiss National Bank | 88,300 | $6.93M | 0.00% | 00.0% | Unchanged |
| Pacific Capital Partners Ltd | 87,500 | $6.87M | 4.49% | −5,000−5.4% | Reduced |
| New York State Common Retirement Fund | 85,575 | $6.72M | 0.01% | −200.0% | Reduced |
| Janus Henderson Group PLC | 76,737 | $6.02M | 0.00% | −2,186−2.8% | Reduced |
| Laurus Investment Counsel Inc. | 56,600 | $6.02M | 2.11% | 00.0% | Unchanged |
| Boston Partners | 72,268 | $5.67M | 0.01% | −11,315−13.5% | Reduced |
| UBS Asset Management Americas Inc | 71,170 | $5.59M | 0.00% | −1,697−2.3% | Reduced |
| Russell Investments Group, Ltd. | 71,167 | $5.59M | 0.01% | +2,380+3.5% | Added |
| King Luther Capital Management Corp | 70,227 | $5.51M | 0.02% | +178+0.3% | Added |
| Bancreek Capital Management, LP | 69,979 | $5.49M | 4.09% | +69,979 | New |
| Rhumbline Advisers | 69,678 | $5.47M | 0.01% | −2,230−3.1% | Reduced |
| STRS Ohio | 69,300 | $5.44M | 0.02% | −25,400−26.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 67,184 | $5.27M | 0.01% | +37,213+124.2% | Added |
| First Trust Advisors LP | 65,734 | $5.16M | 0.01% | +2,844+4.5% | Added |
| Retirement Systems of Alabama | 64,738 | $5.08M | 0.02% | −12,818−16.5% | Reduced |
| Rice Hall James & Associates, LLC | 58,925 | $4.63M | 0.26% | −202−0.3% | Reduced |
| Woodard & Co Asset Management Group Inc | 57,645 | $4.53M | 1.21% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 56,700 | $4.45M | 0.07% | −3,000−5.0% | Reduced |
| Great Lakes Advisors, LLC | 56,061 | $4.40M | 0.04% | −13,909−19.9% | Reduced |
| Teacher Retirement System of Texas | 55,268 | $4.34M | 0.03% | +37,935+218.9% | Added |
| Alliancebernstein L.P. | 52,681 | $4.14M | 0.00% | −3,030−5.4% | Reduced |
| Trexquant Investment LP | 51,843 | $4.07M | 0.08% | +38,876+299.8% | Added |
| Chatham Capital Group, Inc. | 51,457 | $4.04M | 0.74% | +5,690+12.4% | Added |
| Two Sigma Investments, LP | 51,325 | $4.03M | 0.01% | −110,428−68.3% | Reduced |
| Legal & General Group Plc | 51,155 | $4.02M | 0.00% | +764+1.5% | Added |
| Argent Capital Management LLC | 50,958 | $4.00M | 0.12% | +879+1.8% | Added |
| BNP Paribas Arbitrage, SA | 50,004 | $3.93M | 0.00% | +14,173+39.6% | Added |
| Roundview Capital LLC | 45,881 | $3.60M | 0.29% | 00.0% | Unchanged |
| Bridge City Capital, LLC | 45,781 | $3.59M | 1.31% | +359+0.8% | Added |
| Credit Suisse AG | 45,621 | $3.58M | 0.00% | +8,669+23.5% | Added |
| California State Teachers Retirement System | 45,166 | $3.55M | 0.00% | −2,683−5.6% | Reduced |
| Ameriprise Financial Inc | 44,885 | $3.52M | 0.00% | −26,187−36.8% | Reduced |
| Wells Fargo & Company | 43,717 | $3.43M | 0.00% | +311+0.7% | Added |
| Great West Life Assurance Co | 43,475 | $3.42M | 0.01% | −1,302−2.9% | Reduced |
| Private Advisor Group, LLC | 43,465 | $3.41M | 0.02% | +1,130+2.7% | Added |
| Victory Capital Management Inc | 43,293 | $3.40M | 0.00% | −542,594−92.6% | Reduced |
| Barclays PLC | 42,594 | $3.34M | 0.00% | −32,198−43.1% | Reduced |
| Envestnet Asset Management Inc | 42,006 | $3.30M | 0.00% | +1,472+3.6% | Added |
| American Century Companies Inc | 39,994 | $3.14M | 0.00% | −110−0.3% | Reduced |
| HighTower Advisors, LLC | 36,814 | $2.89M | 0.00% | +21,533+140.9% | Added |
| Manatuck Hill Partners, LLC | 35,800 | $2.81M | 1.24% | −64,200−64.2% | Reduced |
| Martingale Asset Management L P | 34,275 | $2.69M | 0.05% | −6,462−15.9% | Reduced |
| Calamos Advisors LLC | 33,445 | $2.63M | 0.01% | −4,773−12.5% | Reduced |
| SEI Investments Co | 32,161 | $2.52M | 0.00% | −6,675−17.2% | Reduced |
| Chase Investment Counsel Corp | 31,867 | $2.50M | 0.93% | −958−2.9% | Reduced |
| Panagora Asset Management Inc | 31,311 | $2.46M | 0.01% | −4,246−11.9% | Reduced |
| Millington Financial Advisors, LLC | 28,937 | $2.27M | 1.62% | +872+3.1% | Added |