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 |
|---|---|---|---|---|---|
| Burton Enright Welch | 5,284 | $414.8K | 0.10% | −14,466−73.2% | Reduced |
| Moran Wealth Management, LLC | 5,379 | $422.3K | 0.01% | +286+5.6% | Added |
| CBIZ Investment Advisory Services, LLC | 5,454 | $428.1K | 0.03% | −1,400−20.4% | Reduced |
| Cresset Asset Management, LLC | 5,549 | $435.6K | 0.00% | −475−7.9% | Reduced |
| Susquehanna Fundamental Investments, LLC | 5,600 | $439.6K | 0.02% | +5,600 | New |
| HSBC Holdings PLC | 5,756 | $451.8K | 0.00% | +5,756 | New |
| Mariner, LLC | 5,901 | $463.2K | 0.00% | +246+4.4% | Added |
| Pictet Asset Management Holding SA | 5,922 | $464.8K | 0.00% | +587+11.0% | Added |
| Gotham Asset Management, LLC | 5,926 | $465.2K | 0.01% | +4+0.1% | Added |
| Mayflower Financial Advisors, LLC | 6,118 | $480.3K | 0.08% | +58+1.0% | Added |
| State of Wyoming | 6,315 | $495.7K | 0.08% | +506+8.7% | Added |
| Ifrah Financial Services, Inc. | 6,417 | $503.7K | 0.14% | −161−2.4% | Reduced |
| TD Waterhouse Canada Inc. | 6,624 | $509.2K | 0.00% | +100+1.5% | Added |
| Yarbrough Capital, LLC | 6,601 | $518.2K | 0.02% | 00.0% | Unchanged |
| Country Club Bank | 6,613 | $519.1K | 0.04% | 00.0% | Unchanged |
| Jane Street Group, LLC | 6,839 | $536.9K | 0.00% | −4,498−39.7% | Reduced |
| HMS Capital Management, LLC | 7,087 | $556.3K | 0.31% | +53+0.8% | Added |
| Commerce Bank | 7,263 | $570.1K | 0.00% | −1,641−18.4% | Reduced |
| JustInvest LLC | 7,804 | $612.6K | 0.01% | +650+9.1% | Added |
| ProShare Advisors LLC | 8,617 | $676.4K | 0.00% | +678+8.5% | Added |
| Dodds Wealth, LLC | 8,742 | $686.2K | 0.28% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 8,771 | $688.5K | 0.00% | +4,518+106.2% | Added |
| Valtinson Bruner Financial Planning LLC | 9,017 | $707.8K | 0.30% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,619 | $755.1K | 0.00% | −1,141−10.6% | Reduced |
| Aquatic Capital Management LLC | 9,700 | $761.5K | 0.02% | +6,700+223.3% | Added |
| CAPROCK Group, Inc. | 9,810 | $770.1K | 0.04% | +20.0% | Added |
| RBF Capital, LLC | 10,000 | $785.0K | 0.04% | 00.0% | Unchanged |
| Truist Financial Corp | 10,255 | $805.0K | 0.00% | −6−0.1% | Reduced |
| CI Private Wealth, LLC | 10,293 | $808.0K | 0.00% | −257−2.4% | Reduced |
| State Board of Administration of Florida Retirement System | 16,848 | $833.8K | 0.00% | +3,160+23.1% | Added |
| Algert Global LLC | 10,960 | $860.4K | 0.03% | +6,770+161.6% | Added |
| Next Capital Management LLC | 11,000 | $863.5K | 0.35% | 00.0% | Unchanged |
| Meritage Portfolio Management | 11,148 | $875.0K | 0.06% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 12,300 | $966.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 12,328 | $967.7K | 0.01% | −207−1.7% | Reduced |
| Apexium Financial, LP | 13,246 | $1.04M | 0.08% | 00.0% | Unchanged |
| Empowered Funds, LLC | 13,527 | $1.06M | 0.02% | +1,349+11.1% | Added |
| Valeo Financial Advisors, LLC | 13,669 | $1.07M | 0.04% | −806−5.6% | Reduced |
| Legato Capital Management LLC | 13,832 | $1.09M | 0.13% | 00.0% | Unchanged |
| Chicago Wealth Management, Inc. | 14,000 | $1.10M | 0.65% | −3,000−17.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 21,901 | $1.10M | 0.00% | −1,328−5.7% | Reduced |
| AQR Capital Management LLC | 14,784 | $1.16M | 0.00% | −1,926−11.5% | Reduced |
| Creative Planning | 14,920 | $1.17M | 0.00% | +3,881+35.2% | Added |
| Kestra Advisory Services, LLC | 15,058 | $1.18M | 0.01% | −15,000−49.9% | Reduced |
| Marshall Wace, LLP | 15,737 | $1.24M | 0.00% | −4,700−23.0% | Reduced |
| Exchange Traded Concepts, LLC | 15,745 | $1.24M | 0.03% | +12,991+471.7% | Added |
| Voya Investment Management LLC | 15,746 | $1.24M | 0.00% | −3,713−19.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 16,050 | $1.26M | 0.00% | +11+0.1% | Added |
| Cerity Partners LLC | 17,125 | $1.34M | 0.00% | +17,125 | New |
| Jump Financial, LLC | 17,265 | $1.36M | 0.04% | −8,381−32.7% | Reduced |
| Commonwealth Equity Services, LLC | 18,894 | $1.48M | 0.00% | −26−0.1% | Reduced |
| Kensington Investment Counsel, LLC | 19,207 | $1.51M | 0.69% | +3,673+23.6% | Added |
| CWM, LLC | 19,217 | $1.51M | 0.01% | −2,787−12.7% | Reduced |
| D. E. Shaw & Co., Inc. | 19,424 | $1.52M | 0.00% | −55,149−74.0% | Reduced |
| Pathstone Holdings, LLC | 19,442 | $1.53M | 0.01% | +14,933+331.2% | Added |
| Principal Financial Group Inc | 19,459 | $1.53M | 0.00% | +3,179+19.5% | Added |
| LPL Financial LLC | 20,246 | $1.59M | 0.00% | −1,166−5.4% | Reduced |
| Ensign Peak Advisors, Inc | 20,648 | $1.62M | 0.00% | −1,042−4.8% | Reduced |
| Qube Research & Technologies Ltd | 21,323 | $1.67M | 0.00% | −22,391−51.2% | Reduced |
| Citadel Advisors LLC | 21,340 | $1.68M | 0.00% | +20,901+4,761.0% | Added |
| Assenagon Asset Management S.A. | 21,600 | $1.70M | 0.00% | −71,943−76.9% | Reduced |
| AXA S.A. | 21,800 | $1.71M | 0.01% | −6,915−24.1% | Reduced |
| American International Group, Inc. | 23,638 | $1.86M | 0.01% | −202−0.8% | Reduced |
| Canada Pension Plan Investment Board | 23,698 | $1.86M | 0.00% | +13,200+125.7% | Added |
| Captrust Financial Advisors | 24,119 | $1.89M | 0.01% | +10,957+83.2% | Added |
| Schneider Downs Wealth Management Advisors, LP | 24,333 | $1.91M | 0.44% | −3,949−14.0% | Reduced |
| MetLife Investment Management | 24,698 | $1.94M | 0.01% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 26,914 | $2.11M | 0.00% | −26,229−49.4% | Reduced |
| Manufacturers Life Insurance Company, The | 26,922 | $2.11M | 0.00% | +2,469+10.1% | Added |
| Millington Financial Advisors, LLC | 28,937 | $2.27M | 1.62% | +872+3.1% | Added |
| Panagora Asset Management Inc | 31,311 | $2.46M | 0.01% | −4,246−11.9% | Reduced |
| Chase Investment Counsel Corp | 31,867 | $2.50M | 0.93% | −958−2.9% | Reduced |
| SEI Investments Co | 32,161 | $2.52M | 0.00% | −6,675−17.2% | Reduced |
| Calamos Advisors LLC | 33,445 | $2.63M | 0.01% | −4,773−12.5% | Reduced |
| Martingale Asset Management L P | 34,275 | $2.69M | 0.05% | −6,462−15.9% | Reduced |
| Manatuck Hill Partners, LLC | 35,800 | $2.81M | 1.24% | −64,200−64.2% | Reduced |
| HighTower Advisors, LLC | 36,814 | $2.89M | 0.00% | +21,533+140.9% | Added |
| American Century Companies Inc | 39,994 | $3.14M | 0.00% | −110−0.3% | Reduced |
| Envestnet Asset Management Inc | 42,006 | $3.30M | 0.00% | +1,472+3.6% | Added |
| Barclays PLC | 42,594 | $3.34M | 0.00% | −32,198−43.1% | Reduced |
| Victory Capital Management Inc | 43,293 | $3.40M | 0.00% | −542,594−92.6% | Reduced |
| Private Advisor Group, LLC | 43,465 | $3.41M | 0.02% | +1,130+2.7% | Added |
| Great West Life Assurance Co | 43,475 | $3.42M | 0.01% | −1,302−2.9% | Reduced |
| Wells Fargo & Company | 43,717 | $3.43M | 0.00% | +311+0.7% | Added |
| Ameriprise Financial Inc | 44,885 | $3.52M | 0.00% | −26,187−36.8% | Reduced |
| California State Teachers Retirement System | 45,166 | $3.55M | 0.00% | −2,683−5.6% | Reduced |
| Credit Suisse AG | 45,621 | $3.58M | 0.00% | +8,669+23.5% | Added |
| Bridge City Capital, LLC | 45,781 | $3.59M | 1.31% | +359+0.8% | Added |
| Roundview Capital LLC | 45,881 | $3.60M | 0.29% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 50,004 | $3.93M | 0.00% | +14,173+39.6% | Added |
| Argent Capital Management LLC | 50,958 | $4.00M | 0.12% | +879+1.8% | Added |
| Legal & General Group Plc | 51,155 | $4.02M | 0.00% | +764+1.5% | Added |
| Two Sigma Investments, LP | 51,325 | $4.03M | 0.01% | −110,428−68.3% | Reduced |
| Chatham Capital Group, Inc. | 51,457 | $4.04M | 0.74% | +5,690+12.4% | Added |
| Trexquant Investment LP | 51,843 | $4.07M | 0.08% | +38,876+299.8% | Added |
| Alliancebernstein L.P. | 52,681 | $4.14M | 0.00% | −3,030−5.4% | Reduced |
| Teacher Retirement System of Texas | 55,268 | $4.34M | 0.03% | +37,935+218.9% | Added |
| Great Lakes Advisors, LLC | 56,061 | $4.40M | 0.04% | −13,909−19.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 56,700 | $4.45M | 0.07% | −3,000−5.0% | Reduced |
| Woodard & Co Asset Management Group Inc | 57,645 | $4.53M | 1.21% | 00.0% | Unchanged |