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 |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 1 | $79 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3 | $236 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3 | $236 | 0.00% | +3 | New |
| Bokf, NA | 5 | $389 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 5 | $393 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $393 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $393 | 0.00% | +5 | New |
| Riggs Asset Managment Co. Inc. | 6 | $471 | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 8 | $628 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 11 | $864 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 12 | $942 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 14 | $1.10K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 15 | $1.18K | 0.00% | −8,204−99.8% | Reduced |
| SRS Capital Advisors, Inc. | 19 | $1.49K | 0.00% | −4−17.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 21 | $1.65K | 0.00% | +21 | New |
| GWM Advisors LLC | 26 | $2.04K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 31 | $2.43K | 0.00% | +9+40.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 41 | $3.22K | 0.00% | +41 | New |
| Hexagon Capital Partners LLC | 42 | $3.30K | 0.00% | +42 | New |
| WealthCollab, LLC | 45 | $3.53K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 46 | $3.61K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 55 | $4.32K | 0.00% | +55 | New |
| GAMMA Investing LLC | 62 | $4.87K | 0.00% | +15+31.9% | Added |
| CIBC Private Wealth Group, LLC | 64 | $4.98K | 0.00% | +64 | New |
| Mather Group, LLC. | 90 | $5.63K | 0.00% | +90 | New |
| Crewe Advisors LLC | 77 | $6.04K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 79 | $6.20K | 0.00% | −163−67.4% | Reduced |
| Farther Finance Advisors, LLC | 91 | $7.08K | 0.00% | +5+5.8% | Added |
| Park Place Capital Corp | 104 | $8.16K | 0.00% | −23−18.1% | Reduced |
| Principal Securities, Inc. | 110 | $8.63K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 144 | $11.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 167 | $13.1K | 0.00% | +106+173.8% | Added |
| National Bank of Canada | 188 | $14.5K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 189 | $14.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 221 | $15.7K | 0.00% | +22+11.1% | Added |
| Quadrant Capital Group LLC | 202 | $15.9K | 0.00% | −1−0.5% | Reduced |
| SYSTM Wealth Solutions LLC | 240 | $18.8K | 0.00% | +23+10.6% | Added |
| McIlrath & Eck, LLC | 244 | $19.2K | 0.00% | +186+320.7% | Added |
| Silicon Valley Capital Partners | 293 | $23.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 300 | $23.5K | 0.00% | −59−16.4% | Reduced |
| VisionPoint Advisory Group, LLC | 394 | $30.9K | 0.01% | +152+62.8% | Added |
| Global Financial Private Client, LLC | 406 | $31.6K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 500 | $39.3K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 500 | $39.3K | 0.02% | 00.0% | Unchanged |
| Trust Co | 500 | $39.3K | 0.01% | +500 | New |
| Federated Hermes, Inc. | 510 | $40.0K | 0.00% | −269−34.5% | Reduced |
| Signaturefd, LLC | 599 | $47.0K | 0.00% | +12+2.0% | Added |
| Whittier Trust Co | 693 | $54.4K | 0.00% | +693 | New |
| Covestor Ltd | 707 | $56.0K | 0.04% | +221+45.5% | Added |
| Assetmark, Inc | 755 | $59.3K | 0.00% | −150−16.6% | Reduced |
| Fortis Group Advisors, LLC | 875 | $68.7K | 0.01% | −875−50.0% | Reduced |
| Advisor Group Holdings, Inc. | 997 | $78.3K | 0.00% | −196−16.4% | Reduced |
| KBC Group NV | 1,197 | $94.0K | 0.00% | +655+120.8% | Added |
| US Bancorp | 1,578 | $123.9K | 0.00% | +56+3.7% | Added |
| Amalgamated Bank | 1,618 | $127.0K | 0.00% | −5,313−76.7% | Reduced |
| Harvest Fund Management Co., Ltd | 1,627 | $128.0K | 0.01% | +1,627 | New |
| Trust Co of Vermont | 1,650 | $129.5K | 0.01% | −300−15.4% | Reduced |
| SG Americas Securities, LLC | 1,690 | $133.0K | 0.00% | −4,439−72.4% | Reduced |
| Tower Research Capital LLC (TRC) | 1,700 | $133.4K | 0.00% | −12,582−88.1% | Reduced |
| IFP Advisors, Inc | 2,130 | $167.2K | 0.01% | +2,130 | New |
| Nisa Investment Advisors, LLC | 2,139 | $167.9K | 0.00% | +38+1.8% | Added |
| nVerses Capital, LLC | 2,200 | $172.7K | 0.41% | +2,200 | New |
| Metropolitan Life Insurance Co | 2,517 | $197.6K | 0.01% | −242−8.8% | Reduced |
| Seven Eight Capital, LP | 2,549 | $200.1K | 0.02% | +2,549 | New |
| Sound View Wealth Advisors Group, LLC | 2,550 | $200.2K | 0.02% | +2,550 | New |
| ExodusPoint Capital Management, LP | 2,675 | $210.0K | 0.00% | +2,675 | New |
| Vestcor Inc | 2,774 | $218.0K | 0.01% | −1,850−40.0% | Reduced |
| Xponance, Inc. | 2,897 | $227.4K | 0.00% | +2,897 | New |
| Advisors Capital Management, LLC | 2,900 | $228.0K | 0.00% | +2,900 | New |
| One Wealth Advisors, LLC | 2,973 | $233.4K | 0.04% | +2,973 | New |
| Cross Staff Investments Inc | 3,000 | $235.5K | 0.20% | +3,000 | New |
| DekaBank Deutsche Girozentrale | 3,040 | $236.0K | 0.00% | −5,019−62.3% | Reduced |
| Lazard Asset Management LLC | 3,040 | $238.0K | 0.00% | −7,755−71.8% | Reduced |
| Pinnacle Financial Partners Inc | 3,142 | $246.6K | 0.01% | +3,142 | New |
| Compass Ion Advisors, LLC | 3,297 | $258.8K | 0.04% | 00.0% | Unchanged |
| XTX Topco Ltd | 3,316 | $260.3K | 0.04% | +3,316 | New |
| Welch & Forbes LLC | 3,383 | $265.6K | 0.00% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 3,400 | $266.9K | 0.05% | +3,400 | New |
| Flaharty Asset Management, LLC | 3,492 | $274.1K | 0.04% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 3,594 | $282.1K | 0.00% | −32−0.9% | Reduced |
| Prudential Financial Inc | 3,616 | $283.9K | 0.00% | −225−5.9% | Reduced |
| Inceptionr LLC | 3,628 | $284.8K | 0.07% | +3,628 | New |
| Comerica Bank | 3,719 | $291.9K | 0.00% | +563+17.8% | Added |
| Mackenzie Financial Corp | 3,720 | $292.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 3,743 | $293.8K | 0.00% | +492+15.1% | Added |
| Aristides Capital LLC | 3,793 | $297.8K | 0.13% | +3,793 | New |
| Bleakley Financial Group, LLC | 3,795 | $297.9K | 0.01% | −10−0.3% | Reduced |
| Simplicity Wealth,LLC | 3,795 | $297.9K | 0.01% | +3,795 | New |
| O'Shaughnessy Asset Management, LLC | 3,970 | $311.6K | 0.00% | −250−5.9% | Reduced |
| Cynosure Management, LLC | 4,035 | $316.7K | 0.06% | +4,035 | New |
| Stifel Financial Corp | 4,114 | $323.0K | 0.00% | +754+22.4% | Added |
| Kavar Capital Partners Group, LLC | 4,285 | $336.4K | 0.06% | +4,285 | New |
| Janney Montgomery Scott LLC | 4,500 | $353.0K | 0.00% | −1,799−28.6% | Reduced |
| Landscape Capital Management, L.L.C. | 4,520 | $354.8K | 0.03% | +4,520 | New |
| CWM Advisors, LLC | 4,567 | $358.5K | 0.04% | −1,576−25.7% | Reduced |
| New York Life Investment Management LLC | 4,569 | $358.7K | 0.00% | −2,409−34.5% | Reduced |
| The PNC Financial Services Group, Inc. | 4,658 | $365.7K | 0.00% | −619−11.7% | Reduced |
| Ameritas Investment Partners, Inc. | 4,783 | $375.5K | 0.01% | −182−3.7% | Reduced |
| Sawgrass Asset Management LLC | 4,950 | $388.6K | 0.04% | −930−15.8% | Reduced |