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Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2024: 269 institutions
Q1 2021: 168 institutionsQ2 2021: 168 institutionsQ3 2021: 161 institutionsQ4 2021: 169 institutionsQ1 2022: 173 institutionsQ2 2022: 188 institutionsQ3 2022: 208 institutionsQ4 2022: 228 institutionsQ1 2023: 227 institutionsQ2 2023: 233 institutionsQ3 2023: 245 institutionsQ4 2023: 260 institutionsQ1 2024: 269 institutionsQ2 2024: 276 institutionsQ3 2024: 286 institutionsQ4 2024: 282 institutionsQ1 2025: 290 institutionsQ2 2025: 277 institutionsQ3 2025: 262 institutionsQ4 2025: 265 institutionsQ1 2026: 263 institutionsQ2 2026: 260 institutions
Value heldQ1 2024: $3.55B
Q1 2021: $1.56BQ2 2021: $1.55BQ3 2021: $1.51BQ4 2021: $1.82BQ1 2022: $1.98BQ2 2022: $1.86BQ3 2022: $1.95BQ4 2022: $2.09BQ1 2023: $2.21BQ2 2023: $2.36BQ3 2023: $2.27BQ4 2023: $2.76BQ1 2024: $3.55BQ2 2024: $3.38BQ3 2024: $3.01BQ4 2024: $3.74BQ1 2025: $3.39BQ2 2025: $3.43BQ3 2025: $2.69BQ4 2025: $2.73BQ1 2026: $1.43BQ2 2026: $1.64B
Institutions holding CBZ and their total value by quarter
QuarterHoldersValue
Q2 2026260$1.64B
Q1 2026263$1.43B
Q4 2025265$2.73B
Q3 2025262$2.69B
Q2 2025277$3.43B
Q1 2025290$3.39B
Q4 2024282$3.74B
Q3 2024286$3.01B
Q2 2024276$3.38B
Q1 2024269$3.55B
Q4 2023260$2.76B
Q3 2023245$2.27B
Q2 2023233$2.36B
Q1 2023227$2.21B
Q4 2022228$2.09B
Q3 2022208$1.95B
Q2 2022188$1.86B
Q1 2022173$1.98B
Q4 2021169$1.82B
Q3 2021161$1.51B
Q2 2021168$1.55B
Q1 2021168$1.56B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding CBIZ, Inc.; share changes are against Q4 2023.

Institutions holding CBZ in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Xponance, Inc.2,897$227.4K0.00%+2,897New
Vestcor Inc2,774$218.0K0.01%−1,850−40.0%Reduced
ExodusPoint Capital Management, LP2,675$210.0K0.00%+2,675New
Sound View Wealth Advisors Group, LLC2,550$200.2K0.02%+2,550New
Seven Eight Capital, LP2,549$200.1K0.02%+2,549New
Metropolitan Life Insurance Co2,517$197.6K0.01%−242−8.8%Reduced
nVerses Capital, LLC2,200$172.7K0.41%+2,200New
Nisa Investment Advisors, LLC2,139$167.9K0.00%+38+1.8%Added
IFP Advisors, Inc2,130$167.2K0.01%+2,130New
Tower Research Capital LLC (TRC)1,700$133.4K0.00%−12,582−88.1%Reduced
SG Americas Securities, LLC1,690$133.0K0.00%−4,439−72.4%Reduced
Trust Co of Vermont1,650$129.5K0.01%−300−15.4%Reduced
Harvest Fund Management Co., Ltd1,627$128.0K0.01%+1,627New
Amalgamated Bank1,618$127.0K0.00%−5,313−76.7%Reduced
US Bancorp1,578$123.9K0.00%+56+3.7%Added
KBC Group NV1,197$94.0K0.00%+655+120.8%Added
Advisor Group Holdings, Inc.997$78.3K0.00%−196−16.4%Reduced
Fortis Group Advisors, LLC875$68.7K0.01%−875−50.0%Reduced
Assetmark, Inc755$59.3K0.00%−150−16.6%Reduced
Covestor Ltd707$56.0K0.04%+221+45.5%Added
Whittier Trust Co693$54.4K0.00%+693New
Signaturefd, LLC599$47.0K0.00%+12+2.0%Added
Federated Hermes, Inc.510$40.0K0.00%−269−34.5%Reduced
Ancora Advisors, LLC500$39.3K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC500$39.3K0.02%00.0%Unchanged
Trust Co500$39.3K0.01%+500New
Global Financial Private Client, LLC406$31.6K0.01%00.0%Unchanged
VisionPoint Advisory Group, LLC394$30.9K0.01%+152+62.8%Added
First Horizon Advisors, Inc.300$23.5K0.00%−59−16.4%Reduced
Silicon Valley Capital Partners293$23.0K0.00%00.0%Unchanged
McIlrath & Eck, LLC244$19.2K0.00%+186+320.7%Added
SYSTM Wealth Solutions LLC240$18.8K0.00%+23+10.6%Added
Quadrant Capital Group LLC202$15.9K0.00%−1−0.5%Reduced
EverSource Wealth Advisors, LLC221$15.7K0.00%+22+11.1%Added
Lindbrook Capital, LLC189$14.8K0.00%00.0%Unchanged
National Bank of Canada188$14.5K0.00%00.0%Unchanged
Parallel Advisors, LLC167$13.1K0.00%+106+173.8%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.144$11.3K0.00%00.0%Unchanged
Principal Securities, Inc.110$8.63K0.00%00.0%Unchanged
Park Place Capital Corp104$8.16K0.00%−23−18.1%Reduced
Farther Finance Advisors, LLC91$7.08K0.00%+5+5.8%Added
Quarry LP79$6.20K0.00%−163−67.4%Reduced
Crewe Advisors LLC77$6.04K0.00%00.0%Unchanged
Mather Group, LLC.90$5.63K0.00%+90New
CIBC Private Wealth Group, LLC64$4.98K0.00%+64New
GAMMA Investing LLC62$4.87K0.00%+15+31.9%Added
Creative Financial Designs Inc55$4.32K0.00%+55New
Manchester Capital Management LLC46$3.61K0.00%00.0%Unchanged
WealthCollab, LLC45$3.53K0.00%00.0%Unchanged
Hexagon Capital Partners LLC42$3.30K0.00%+42New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC41$3.22K0.00%+41New
Massmutual Trust Co FSB31$2.43K0.00%+9+40.9%Added
GWM Advisors LLC26$2.04K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co21$1.65K0.00%+21New
SRS Capital Advisors, Inc.19$1.49K0.00%−4−17.4%Reduced
Quest Partners LLC15$1.18K0.00%−8,204−99.8%Reduced
Proequities, Inc.14$1.10K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC13$1.00K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC12$9420.00%00.0%Unchanged
Bell Investment Advisors, Inc11$8640.00%00.0%Unchanged
SJS Investment Consulting Inc.8$6280.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.6$4710.00%+6New
Versant Capital Management, Inc5$3930.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.5$3930.00%00.0%Unchanged
Rothschild Investment LLC5$3930.00%+5New
Bokf, NA5$3890.00%00.0%Unchanged
Global Retirement Partners, LLC3$2360.00%00.0%Unchanged
Allworth Financial LP3$2360.00%+3New
Tfo-TDC, LLC1$790.00%00.0%Unchanged
Susquehanna International Group, LLP0$00.00%−74,419−100.0%Sold out
Alberta Investment Management Corp0$00.00%−66,797−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−46,392−100.0%Sold out
Millennium Management LLC0$00.00%−27,098−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−24,515−100.0%Sold out
Old Mission Capital LLC0$00.00%−23,780−100.0%Sold out
Brown Advisory Inc0$00.00%−23,118−100.0%Sold out
Skandinaviska Enskilda Banken AB (publ)0$00.00%−22,400−100.0%Sold out
Jennison Associates LLC0$00.00%−18,032−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−16,000−100.0%Sold out
ClariVest Asset Management LLC0$00.00%−11,240−100.0%Sold out
Los Angeles Capital Management LLC0$00.00%−10,441−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−8,377−100.0%Sold out
Shell Asset Management Co0$00.00%−8,178−100.0%Sold out
Aigen Investment Management, LP0$00.00%−6,867−100.0%Sold out
Petrus Trust Company, LTA0$00.00%−4,516−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−4,400−100.0%Sold out
Susquehanna Portfolio Strategies, LLC0$00.00%−3,419−100.0%Sold out
Acorn Creek Capital LLC0$00.00%−3,250−100.0%Sold out
Systematic Alpha Investments, LLC0$00.00%−1,118−100.0%Sold out
Johnson Financial Group, Inc.0$00.00%−1,005−100.0%Sold out
West Tower Group, LLC0$00.00%−134−100.0%Sold out
Advisory Services Network, LLC0$00.00%−100−100.0%Sold out
Simplex Trading, LLC0$00.00%−79−100.0%Sold out
AdvisorNet Financial, Inc0$00.00%−8−100.0%Sold out
Gradient Investments LLC0$00.00%−1−100.0%Sold out
Sawtooth Solutions, LLC––––Not filed