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 |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 26,922 | $2.11M | 0.00% | +2,469+10.1% | Added |
| Arrowstreet Capital, Limited Partnership | 26,914 | $2.11M | 0.00% | −26,229−49.4% | Reduced |
| MetLife Investment Management | 24,698 | $1.94M | 0.01% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 24,333 | $1.91M | 0.44% | −3,949−14.0% | Reduced |
| Captrust Financial Advisors | 24,119 | $1.89M | 0.01% | +10,957+83.2% | Added |
| Canada Pension Plan Investment Board | 23,698 | $1.86M | 0.00% | +13,200+125.7% | Added |
| American International Group, Inc. | 23,638 | $1.86M | 0.01% | −202−0.8% | Reduced |
| AXA S.A. | 21,800 | $1.71M | 0.01% | −6,915−24.1% | Reduced |
| Assenagon Asset Management S.A. | 21,600 | $1.70M | 0.00% | −71,943−76.9% | Reduced |
| Citadel Advisors LLC | 21,340 | $1.68M | 0.00% | +20,901+4,761.0% | Added |
| Qube Research & Technologies Ltd | 21,323 | $1.67M | 0.00% | −22,391−51.2% | Reduced |
| Ensign Peak Advisors, Inc | 20,648 | $1.62M | 0.00% | −1,042−4.8% | Reduced |
| LPL Financial LLC | 20,246 | $1.59M | 0.00% | −1,166−5.4% | Reduced |
| Principal Financial Group Inc | 19,459 | $1.53M | 0.00% | +3,179+19.5% | Added |
| Pathstone Holdings, LLC | 19,442 | $1.53M | 0.01% | +14,933+331.2% | Added |
| D. E. Shaw & Co., Inc. | 19,424 | $1.52M | 0.00% | −55,149−74.0% | Reduced |
| CWM, LLC | 19,217 | $1.51M | 0.01% | −2,787−12.7% | Reduced |
| Kensington Investment Counsel, LLC | 19,207 | $1.51M | 0.69% | +3,673+23.6% | Added |
| Commonwealth Equity Services, LLC | 18,894 | $1.48M | 0.00% | −26−0.1% | Reduced |
| Jump Financial, LLC | 17,265 | $1.36M | 0.04% | −8,381−32.7% | Reduced |
| Cerity Partners LLC | 17,125 | $1.34M | 0.00% | +17,125 | New |
| Wealth Enhancement Advisory Services, LLC | 16,050 | $1.26M | 0.00% | +11+0.1% | Added |
| Voya Investment Management LLC | 15,746 | $1.24M | 0.00% | −3,713−19.1% | Reduced |
| Exchange Traded Concepts, LLC | 15,745 | $1.24M | 0.03% | +12,991+471.7% | Added |
| Marshall Wace, LLP | 15,737 | $1.24M | 0.00% | −4,700−23.0% | Reduced |
| Kestra Advisory Services, LLC | 15,058 | $1.18M | 0.01% | −15,000−49.9% | Reduced |
| Creative Planning | 14,920 | $1.17M | 0.00% | +3,881+35.2% | Added |
| AQR Capital Management LLC | 14,784 | $1.16M | 0.00% | −1,926−11.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 21,901 | $1.10M | 0.00% | −1,328−5.7% | Reduced |
| Chicago Wealth Management, Inc. | 14,000 | $1.10M | 0.65% | −3,000−17.6% | Reduced |
| Legato Capital Management LLC | 13,832 | $1.09M | 0.13% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 13,669 | $1.07M | 0.04% | −806−5.6% | Reduced |
| Empowered Funds, LLC | 13,527 | $1.06M | 0.02% | +1,349+11.1% | Added |
| Apexium Financial, LP | 13,246 | $1.04M | 0.08% | 00.0% | Unchanged |
| Arizona State Retirement System | 12,328 | $967.7K | 0.01% | −207−1.7% | Reduced |
| Handelsbanken Fonder AB | 12,300 | $966.0K | 0.00% | 00.0% | Unchanged |
| Meritage Portfolio Management | 11,148 | $875.0K | 0.06% | 00.0% | Unchanged |
| Next Capital Management LLC | 11,000 | $863.5K | 0.35% | 00.0% | Unchanged |
| Algert Global LLC | 10,960 | $860.4K | 0.03% | +6,770+161.6% | Added |
| State Board of Administration of Florida Retirement System | 16,848 | $833.8K | 0.00% | +3,160+23.1% | Added |
| CI Private Wealth, LLC | 10,293 | $808.0K | 0.00% | −257−2.4% | Reduced |
| Truist Financial Corp | 10,255 | $805.0K | 0.00% | −6−0.1% | Reduced |
| RBF Capital, LLC | 10,000 | $785.0K | 0.04% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 9,810 | $770.1K | 0.04% | +20.0% | Added |
| Aquatic Capital Management LLC | 9,700 | $761.5K | 0.02% | +6,700+223.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,619 | $755.1K | 0.00% | −1,141−10.6% | Reduced |
| Valtinson Bruner Financial Planning LLC | 9,017 | $707.8K | 0.30% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 8,771 | $688.5K | 0.00% | +4,518+106.2% | Added |
| Dodds Wealth, LLC | 8,742 | $686.2K | 0.28% | 00.0% | Unchanged |
| ProShare Advisors LLC | 8,617 | $676.4K | 0.00% | +678+8.5% | Added |
| JustInvest LLC | 7,804 | $612.6K | 0.01% | +650+9.1% | Added |
| Commerce Bank | 7,263 | $570.1K | 0.00% | −1,641−18.4% | Reduced |
| HMS Capital Management, LLC | 7,087 | $556.3K | 0.31% | +53+0.8% | Added |
| Jane Street Group, LLC | 6,839 | $536.9K | 0.00% | −4,498−39.7% | Reduced |
| Country Club Bank | 6,613 | $519.1K | 0.04% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 6,601 | $518.2K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 6,624 | $509.2K | 0.00% | +100+1.5% | Added |
| Ifrah Financial Services, Inc. | 6,417 | $503.7K | 0.14% | −161−2.4% | Reduced |
| State of Wyoming | 6,315 | $495.7K | 0.08% | +506+8.7% | Added |
| Mayflower Financial Advisors, LLC | 6,118 | $480.3K | 0.08% | +58+1.0% | Added |
| Gotham Asset Management, LLC | 5,926 | $465.2K | 0.01% | +4+0.1% | Added |
| Pictet Asset Management Holding SA | 5,922 | $464.8K | 0.00% | +587+11.0% | Added |
| Mariner, LLC | 5,901 | $463.2K | 0.00% | +246+4.4% | Added |
| HSBC Holdings PLC | 5,756 | $451.8K | 0.00% | +5,756 | New |
| Susquehanna Fundamental Investments, LLC | 5,600 | $439.6K | 0.02% | +5,600 | New |
| Cresset Asset Management, LLC | 5,549 | $435.6K | 0.00% | −475−7.9% | Reduced |
| CBIZ Investment Advisory Services, LLC | 5,454 | $428.1K | 0.03% | −1,400−20.4% | Reduced |
| Moran Wealth Management, LLC | 5,379 | $422.3K | 0.01% | +286+5.6% | Added |
| Burton Enright Welch | 5,284 | $414.8K | 0.10% | −14,466−73.2% | Reduced |
| Sawgrass Asset Management LLC | 4,950 | $388.6K | 0.04% | −930−15.8% | Reduced |
| Ameritas Investment Partners, Inc. | 4,783 | $375.5K | 0.01% | −182−3.7% | Reduced |
| The PNC Financial Services Group, Inc. | 4,658 | $365.7K | 0.00% | −619−11.7% | Reduced |
| New York Life Investment Management LLC | 4,569 | $358.7K | 0.00% | −2,409−34.5% | Reduced |
| CWM Advisors, LLC | 4,567 | $358.5K | 0.04% | −1,576−25.7% | Reduced |
| Landscape Capital Management, L.L.C. | 4,520 | $354.8K | 0.03% | +4,520 | New |
| Janney Montgomery Scott LLC | 4,500 | $353.0K | 0.00% | −1,799−28.6% | Reduced |
| Kavar Capital Partners Group, LLC | 4,285 | $336.4K | 0.06% | +4,285 | New |
| Stifel Financial Corp | 4,114 | $323.0K | 0.00% | +754+22.4% | Added |
| Cynosure Management, LLC | 4,035 | $316.7K | 0.06% | +4,035 | New |
| O'Shaughnessy Asset Management, LLC | 3,970 | $311.6K | 0.00% | −250−5.9% | Reduced |
| 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 |
| Aristides Capital LLC | 3,793 | $297.8K | 0.13% | +3,793 | New |
| Huntington National Bank | 3,743 | $293.8K | 0.00% | +492+15.1% | Added |
| Mackenzie Financial Corp | 3,720 | $292.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 3,719 | $291.9K | 0.00% | +563+17.8% | Added |
| Inceptionr LLC | 3,628 | $284.8K | 0.07% | +3,628 | New |
| Prudential Financial Inc | 3,616 | $283.9K | 0.00% | −225−5.9% | Reduced |
| Glenmede Trust Co NA | 3,594 | $282.1K | 0.00% | −32−0.9% | Reduced |
| Flaharty Asset Management, LLC | 3,492 | $274.1K | 0.04% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 3,400 | $266.9K | 0.05% | +3,400 | New |
| Welch & Forbes LLC | 3,383 | $265.6K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 3,316 | $260.3K | 0.04% | +3,316 | New |
| Compass Ion Advisors, LLC | 3,297 | $258.8K | 0.04% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 3,142 | $246.6K | 0.01% | +3,142 | New |
| Lazard Asset Management LLC | 3,040 | $238.0K | 0.00% | −7,755−71.8% | Reduced |
| DekaBank Deutsche Girozentrale | 3,040 | $236.0K | 0.00% | −5,019−62.3% | Reduced |
| Cross Staff Investments Inc | 3,000 | $235.5K | 0.20% | +3,000 | New |
| One Wealth Advisors, LLC | 2,973 | $233.4K | 0.04% | +2,973 | New |
| Advisors Capital Management, LLC | 2,900 | $228.0K | 0.00% | +2,900 | New |