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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.

Q1 2024 vs. Q4 2023

How the institutions holding CBIZ, Inc. changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of CBZ: Q4 2023 compared with Q1 2024
MeasureQ4 2023Of which not filed for Q1 2024Q1 2024Change
Holders2601269+10
Shares44.1M3.81K45.2M+1.07M (+2.4%)
Value$2.76B$238.2K$3.55B+$784.9M (+28.4%)

1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (36)

Institutions that held CBIZ, Inc. at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to CBZ in Q1 2024
InstitutionSharesValue% of portfolio
Capital World Investors517,064$40.6M0.01%
Artemis Investment Management LLP218,531$17.1M0.22%
Bancreek Capital Management, LP69,979$5.49M4.09%
Cerity Partners LLC17,125$1.34M0.00%
HSBC Holdings PLC5,756$451.8K0.00%
Susquehanna Fundamental Investments, LLC5,600$439.6K0.02%
Landscape Capital Management, L.L.C.4,520$354.8K0.03%
Kavar Capital Partners Group, LLC4,285$336.4K0.06%
Cynosure Management, LLC4,035$316.7K0.06%
Simplicity Wealth,LLC3,795$297.9K0.01%
Aristides Capital LLC3,793$297.8K0.13%
Inceptionr LLC3,628$284.8K0.07%
Sanders Morris Harris LLC3,400$266.9K0.05%
XTX Topco Ltd3,316$260.3K0.04%
Pinnacle Financial Partners Inc3,142$246.6K0.01%
Cross Staff Investments Inc3,000$235.5K0.20%
One Wealth Advisors, LLC2,973$233.4K0.04%
Advisors Capital Management, LLC2,900$228.0K0.00%
Xponance, Inc.2,897$227.4K0.00%
ExodusPoint Capital Management, LP2,675$210.0K0.00%
Sound View Wealth Advisors Group, LLC2,550$200.2K0.02%
Seven Eight Capital, LP2,549$200.1K0.02%
nVerses Capital, LLC2,200$172.7K0.41%
IFP Advisors, Inc2,130$167.2K0.01%
Harvest Fund Management Co., Ltd1,627$128.0K0.01%
Whittier Trust Co693$54.4K0.00%
Trust Co500$39.3K0.01%
Mather Group, LLC.90$5.63K0.00%
CIBC Private Wealth Group, LLC64$4.98K0.00%
Creative Financial Designs Inc55$4.32K0.00%
Hexagon Capital Partners LLC42$3.30K0.00%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC41$3.22K0.00%
Northwestern Mutual Wealth Management Co21$1.65K0.00%
Riggs Asset Managment Co. Inc.6$4710.00%
Rothschild Investment LLC5$3930.00%
Allworth Financial LP3$2360.00%

Sold out (26)

Institutions that held CBIZ, Inc. at the end of Q4 2023 and filed for Q1 2024 without it.

Not filed for Q1 2024 yet (1)

Institutions that held CBIZ, Inc. at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CBZ in Q4 2023 that haven't filed for Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Sawtooth Solutions, LLC3,805$238.2K