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 |
|---|---|---|---|---|---|
| Rice Hall James & Associates, LLC | 58,925 | $4.63M | 0.26% | −202−0.3% | Reduced |
| Retirement Systems of Alabama | 64,738 | $5.08M | 0.02% | −12,818−16.5% | Reduced |
| First Trust Advisors LP | 65,734 | $5.16M | 0.01% | +2,844+4.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 67,184 | $5.27M | 0.01% | +37,213+124.2% | Added |
| STRS Ohio | 69,300 | $5.44M | 0.02% | −25,400−26.8% | Reduced |
| Rhumbline Advisers | 69,678 | $5.47M | 0.01% | −2,230−3.1% | Reduced |
| Bancreek Capital Management, LP | 69,979 | $5.49M | 4.09% | +69,979 | New |
| King Luther Capital Management Corp | 70,227 | $5.51M | 0.02% | +178+0.3% | Added |
| Russell Investments Group, Ltd. | 71,167 | $5.59M | 0.01% | +2,380+3.5% | Added |
| UBS Asset Management Americas Inc | 71,170 | $5.59M | 0.00% | −1,697−2.3% | Reduced |
| Boston Partners | 72,268 | $5.67M | 0.01% | −11,315−13.5% | Reduced |
| Laurus Investment Counsel Inc. | 56,600 | $6.02M | 2.11% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 76,737 | $6.02M | 0.00% | −2,186−2.8% | Reduced |
| New York State Common Retirement Fund | 85,575 | $6.72M | 0.01% | −200.0% | Reduced |
| Pacific Capital Partners Ltd | 87,500 | $6.87M | 4.49% | −5,000−5.4% | Reduced |
| Swiss National Bank | 88,300 | $6.93M | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 100,659 | $7.90M | 0.00% | −1,108−1.1% | Reduced |
| Summit Creek Advisors LLC | 106,615 | $8.37M | 1.05% | +23,632+28.5% | Added |
| Public Employees Retirement System of Ohio | 107,306 | $8.42M | 0.03% | −12,953−10.8% | Reduced |
| Two Sigma Advisers, LP | 115,323 | $9.05M | 0.02% | −45,800−28.4% | Reduced |
| Segall Bryant & Hamill, LLC | 125,457 | $9.85M | 0.18% | −1,800−1.4% | Reduced |
| Deutsche Bank AG | 125,556 | $9.86M | 0.00% | +713+0.6% | Added |
| Blair William & Co | 130,191 | $10.2M | 0.03% | +65,968+102.7% | Added |
| Citigroup Inc | 136,484 | $10.7M | 0.01% | +122,338+864.8% | Added |
| First Manhattan Co | 146,655 | $11.5M | 0.04% | −4,645−3.1% | Reduced |
| Paradice Investment Management LLC | 160,227 | $12.6M | 2.18% | −99,045−38.2% | Reduced |
| Fiera Capital Corp | 163,675 | $12.8M | 0.04% | −8,685−5.0% | Reduced |
| Royal Bank of Canada | 180,850 | $14.2M | 0.00% | −35,633−16.5% | Reduced |
| Bank of New York Mellon Corp | 182,896 | $14.4M | 0.00% | −16,125−8.1% | Reduced |
| Invesco Ltd. | 190,969 | $15.0M | 0.00% | −2,025−1.0% | Reduced |
| JPMorgan Chase & Co | 195,952 | $15.4M | 0.00% | −25,683−11.6% | Reduced |
| Royce & Associates LP | 200,181 | $15.7M | 0.14% | +100,000+99.8% | Added |
| Artemis Investment Management LLP | 218,531 | $17.1M | 0.22% | +218,531 | New |
| Nuveen Asset Management, LLC | 236,519 | $18.6M | 0.01% | −40,149−14.5% | Reduced |
| ArrowMark Colorado Holdings LLC | 248,887 | $19.5M | 0.22% | −112,900−31.2% | Reduced |
| Norges Bank | 292,720 | $23.0M | 0.00% | −24,805−7.8% | Reduced |
| Public Employees Retirement Association of Colorado | 303,096 | $23.8M | 0.10% | +18,638+6.6% | Added |
| Bessemer Group Inc | 329,357 | $25.9M | 0.05% | +20,567+6.7% | Added |
| William Blair Investment Management, LLC | 329,557 | $25.9M | 0.07% | −253,645−43.5% | Reduced |
| Cardinal Capital Management LLC | 332,600 | $26.1M | 1.31% | −149,730−31.0% | Reduced |
| Bank of America Corp | 385,634 | $30.3M | 0.00% | −38,253−9.0% | Reduced |
| FMR LLC | 462,097 | $36.3M | 0.00% | +4,247+0.9% | Added |
| Charles Schwab Investment Management Inc | 506,103 | $39.7M | 0.01% | +3,098+0.6% | Added |
| Capital World Investors | 517,064 | $40.6M | 0.01% | +517,064 | New |
| Fenimore Asset Management Inc | 526,789 | $41.4M | 0.87% | +950+0.2% | Added |
| Goldman Sachs Group Inc | 553,145 | $43.4M | 0.01% | +45,321+8.9% | Added |
| Macquarie Group Ltd | 568,045 | $44.6M | 0.05% | −400,385−41.3% | Reduced |
| Granite Investment Partners, LLC | 655,529 | $51.5M | 1.96% | −24,781−3.6% | Reduced |
| FIL Ltd | 677,776 | $53.2M | 0.05% | 00.0% | Unchanged |
| Neumeier Poma Investment Counsel LLC | 687,115 | $53.9M | 4.95% | −78,740−10.3% | Reduced |
| Premier Fund Managers Ltd | 713,698 | $55.7M | 2.21% | −2,244−0.3% | Reduced |
| Price T Rowe Associates Inc | 828,199 | $65.0M | 0.01% | −6,509−0.8% | Reduced |
| GW&K Investment Management, LLC | 875,264 | $68.7M | 0.61% | −229,946−20.8% | Reduced |
| Northern Trust Corp | 924,519 | $72.6M | 0.01% | −16,125−1.7% | Reduced |
| Silvercrest Asset Management Group LLC | 940,533 | $73.8M | 0.50% | −157,549−14.3% | Reduced |
| Mawer Investment Management Ltd. | 1,029,928 | $80.8M | 0.37% | −3,072−0.3% | Reduced |
| Geode Capital Management, LLC | 1,056,161 | $82.9M | 0.01% | +29,769+2.9% | Added |
| BloombergSen Inc. | 1,067,776 | $83.8M | 7.24% | −21,175−1.9% | Reduced |
| State Street Corp | 1,075,005 | $84.4M | 0.00% | +4,203+0.4% | Added |
| Allspring Global Investments Holdings, LLC | 1,175,698 | $92.3M | 0.14% | −120,134−9.3% | Reduced |
| Neuberger Berman Group LLC | 1,184,609 | $93.0M | 0.08% | +387,544+48.6% | Added |
| Select Equity Group, L.P. | 1,261,671 | $99.0M | 0.36% | +996,694+376.1% | Added |
| P2 Capital Partners, LLC | 1,399,011 | $109.8M | 12.98% | −1,096,186−43.9% | Reduced |
| Dimensional Fund Advisors LP | 2,017,472 | $158.4M | 0.04% | −300,764−13.0% | Reduced |
| Burgundy Asset Management Ltd. | 2,179,798 | $171.1M | 1.76% | +28,299+1.3% | Added |
| Capital Research Global Investors | 3,128,738 | $245.6M | 0.06% | +2,364,545+309.4% | Added |
| Morgan Stanley | 3,366,064 | $264.2M | 0.02% | −292,089−8.0% | Reduced |
| BlackRock Inc. | 3,445,100 | $270.4M | 0.01% | −97,596−2.8% | Reduced |
| Vanguard Group Inc | 3,705,090 | $290.8M | 0.01% | +986,774+36.3% | Added |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −74,419−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −66,797−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −46,392−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −27,098−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −24,515−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −23,780−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −23,118−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −22,400−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −18,032−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −11,240−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −10,441−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −8,377−100.0% | Sold out |
| Shell Asset Management Co | 0 | $0 | 0.00% | −8,178−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −6,867−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −4,516−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −4,400−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −3,419−100.0% | Sold out |
| Acorn Creek Capital LLC | 0 | $0 | 0.00% | −3,250−100.0% | Sold out |
| Systematic Alpha Investments, LLC | 0 | $0 | 0.00% | −1,118−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −1,005−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −134−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Sawtooth Solutions, LLC | – | – | – | – | Not filed |