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, Q2 2024
Institutional positions in CBIZ, Inc. as of Jun 30, 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
- 276
- +8 vs. Q1 2024
- Shares held
- 46.3M
- −5.75M (−11.0%) vs. Q1 2024
- Total value
- $3.43B
- −$654.4M (−16.0%) vs. Q1 2024
- New holders
- 31
- 95 more added
- Sold out
- 23
- 92 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 | 263 | $2.72B |
| Q2 2025 | 277 | $3.47B |
| Q1 2025 | 290 | $3.39B |
| Q4 2024 | 282 | $3.74B |
| Q3 2024 | 286 | $3.06B |
| Q2 2024 | 276 | $3.43B |
| Q1 2024 | 269 | $4.09B |
| Q4 2023 | 260 | $3.01B |
| Q3 2023 | 245 | $2.27B |
| Q2 2023 | 233 | $2.36B |
| Q1 2023 | 227 | $2.23B |
| Q4 2022 | 228 | $2.09B |
| Q3 2022 | 209 | $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, Q2 2024
Shares, value and share of portfolio for each institution holding CBIZ, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,639,484 | $343.8M | 0.01% | +934,394+25.2% | Added |
| Capital Research Global Investors | 3,817,579 | $282.9M | 0.06% | +688,841+22.0% | Added |
| BlackRock Inc. | 3,530,704 | $261.6M | 0.01% | +85,604+2.5% | Added |
| Morgan Stanley | 2,947,122 | $218.4M | 0.02% | −7,151,070−70.8% | Reduced |
| Burgundy Asset Management Ltd. | 2,220,013 | $164.5M | 1.74% | +40,215+1.8% | Added |
| Dimensional Fund Advisors LP | 1,613,501 | $119.6M | 0.03% | −403,971−20.0% | Reduced |
| JPMorgan Chase & Co | 1,311,818 | $97.2M | 0.00% | +919,914+234.7% | Added |
| Neuberger Berman Group LLC | 1,189,190 | $88.1M | 0.07% | +4,581+0.4% | Added |
| Select Equity Group, L.P. | 1,130,568 | $83.8M | 0.33% | −131,103−10.4% | Reduced |
| State Street Corp | 1,120,293 | $83.0M | 0.00% | +45,288+4.2% | Added |
| Allspring Global Investments Holdings, LLC | 1,114,365 | $82.6M | 0.13% | −61,333−5.2% | Reduced |
| P2 Capital Partners, LLC | 1,104,008 | $81.8M | 9.75% | −295,003−21.1% | Reduced |
| Geode Capital Management, LLC | 1,097,459 | $81.3M | 0.01% | +41,298+3.9% | Added |
| BloombergSen Inc. | 1,040,332 | $77.1M | 7.32% | −27,444−2.6% | Reduced |
| Northern Trust Corp | 921,541 | $68.3M | 0.01% | −2,978−0.3% | Reduced |
| Silvercrest Asset Management Group LLC | 877,980 | $65.1M | 0.45% | −62,553−6.7% | Reduced |
| GW&K Investment Management, LLC | 839,729 | $62.2M | 0.57% | −35,535−4.1% | Reduced |
| Capital World Investors | 823,322 | $61.0M | 0.01% | +306,258+59.2% | Added |
| Mawer Investment Management Ltd. | 791,562 | $58.7M | 0.28% | −238,366−23.1% | Reduced |
| Price T Rowe Associates Inc | 777,569 | $57.6M | 0.01% | −50,630−6.1% | Reduced |
| Premier Fund Managers Ltd | 713,698 | $52.6M | 2.11% | 00.0% | Unchanged |
| Neumeier Poma Investment Counsel LLC | 662,240 | $49.1M | 4.49% | −24,875−3.6% | Reduced |
| Granite Investment Partners, LLC | 580,902 | $43.0M | 1.78% | −74,627−11.4% | Reduced |
| Macquarie Group Ltd | 516,698 | $38.3M | 0.04% | −51,347−9.0% | Reduced |
| Charles Schwab Investment Management Inc | 515,458 | $38.2M | 0.01% | +9,355+1.8% | Added |
| FMR LLC | 466,838 | $34.6M | 0.00% | +4,741+1.0% | Added |
| Fenimore Asset Management Inc | 448,536 | $33.2M | 0.73% | −78,253−14.9% | Reduced |
| Bank of America Corp | 412,538 | $30.6M | 0.00% | +26,904+7.0% | Added |
| Goldman Sachs Group Inc | 358,846 | $26.6M | 0.01% | −194,299−35.1% | Reduced |
| Bessemer Group Inc | 341,199 | $25.3M | 0.04% | +11,842+3.6% | Added |
| Public Employees Retirement Association of Colorado | 340,124 | $25.2M | 0.11% | +37,028+12.2% | Added |
| FIL Ltd | 318,776 | $23.6M | 0.02% | −359,000−53.0% | Reduced |
| Blair William & Co | 305,016 | $22.6M | 0.07% | +174,825+134.3% | Added |
| Norges Bank | 292,720 | $21.7M | 0.00% | 00.0% | Unchanged |
| Artemis Investment Management LLP | 270,780 | $20.1M | 0.27% | +52,249+23.9% | Added |
| ArrowMark Colorado Holdings LLC | 219,893 | $16.3M | 0.19% | −28,994−11.6% | Reduced |
| Summit Creek Advisors LLC | 216,768 | $16.1M | 2.20% | +110,153+103.3% | Added |
| Invesco Ltd. | 206,346 | $15.3M | 0.00% | +15,377+8.1% | Added |
| WCM Investment Management, LLC | 202,136 | $14.9M | 0.04% | +202,136 | New |
| Royce & Associates LP | 195,181 | $14.5M | 0.14% | −5,000−2.5% | Reduced |
| Bank of New York Mellon Corp | 187,498 | $13.9M | 0.00% | +4,602+2.5% | Added |
| Fiera Capital Corp | 174,880 | $13.0M | 0.04% | +11,205+6.8% | Added |
| Royal Bank of Canada | 172,136 | $12.8M | 0.00% | −8,714−4.8% | Reduced |
| Nuveen Asset Management, LLC | 168,685 | $12.5M | 0.00% | −67,834−28.7% | Reduced |
| Qube Research & Technologies Ltd | 163,744 | $12.1M | 0.02% | +142,421+667.9% | Added |
| Paradice Investment Management LLC | 160,227 | $11.9M | 2.10% | 00.0% | Unchanged |
| First Manhattan Co | 146,405 | $10.8M | 0.03% | −250−0.2% | Reduced |
| Jane Street Group, LLC | 131,649 | $9.76M | 0.01% | +124,810+1,825.0% | Added |
| Segall Bryant & Hamill, LLC | 128,955 | $9.56M | 0.17% | +3,498+2.8% | Added |
| UBS Asset Management Americas Inc | 128,941 | $9.55M | 0.00% | +57,771+81.2% | Added |
| Deutsche Bank AG | 122,316 | $9.06M | 0.00% | −3,240−2.6% | Reduced |
| Rockefeller Capital Management L.P. | 115,325 | $8.55M | 0.02% | +115,325 | New |
| Two Sigma Investments, LP | 107,338 | $7.95M | 0.02% | +56,013+109.1% | Added |
| Public Employees Retirement System of Ohio | 107,288 | $7.95M | 0.03% | −180.0% | Reduced |
| Two Sigma Advisers, LP | 100,623 | $7.46M | 0.02% | −14,700−12.7% | Reduced |
| Bancreek Capital Management, LP | 100,583 | $7.45M | 5.82% | +30,604+43.7% | Added |
| Cardinal Capital Management LLC | 97,203 | $7.20M | 1.97% | −235,397−70.8% | Reduced |
| Swiss National Bank | 88,300 | $6.54M | 0.00% | 00.0% | Unchanged |
| Pacific Capital Partners Ltd | 87,500 | $6.48M | 4.29% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 86,986 | $6.45M | 0.01% | +1,411+1.6% | Added |
| Edgestream Partners, L.P. | 84,936 | $6.29M | 0.30% | +84,936 | New |
| Janus Henderson Group PLC | 83,300 | $6.17M | 0.00% | +6,563+8.6% | Added |
| Envestnet Asset Management Inc | 83,263 | $6.17M | 0.00% | +41,257+98.2% | Added |
| Retirement Systems of Alabama | 78,162 | $5.79M | 0.02% | +13,424+20.7% | Added |
| Laurus Investment Counsel Inc. | 56,600 | $5.74M | 2.37% | 00.0% | Unchanged |
| STRS Ohio | 73,800 | $5.47M | 0.02% | +4,500+6.5% | Added |
| King Luther Capital Management Corp | 73,410 | $5.44M | 0.02% | +3,183+4.5% | Added |
| Argent Capital Management LLC | 73,214 | $5.43M | 0.16% | +22,256+43.7% | Added |
| Rhumbline Advisers | 72,298 | $5.36M | 0.01% | +2,620+3.8% | Added |
| First Trust Advisors LP | 61,233 | $4.54M | 0.00% | −4,501−6.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 60,539 | $4.49M | 0.00% | −6,645−9.9% | Reduced |
| Susquehanna International Group, LLP | 58,624 | $4.34M | 0.01% | +58,624 | New |
| Russell Investments Group, Ltd. | 58,196 | $4.31M | 0.01% | −12,971−18.2% | Reduced |
| Woodard & Co Asset Management Group Inc | 57,645 | $4.27M | 1.07% | 00.0% | Unchanged |
| UBS Group AG | 57,632 | $4.27M | 0.00% | −43,027−42.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 57,612 | $4.27M | 0.07% | +912+1.6% | Added |
| Bridge City Capital, LLC | 56,958 | $4.22M | 1.42% | +11,177+24.4% | Added |
| Rice Hall James & Associates, LLC | 55,172 | $4.09M | 0.25% | −3,753−6.4% | Reduced |
| Alliancebernstein L.P. | 53,391 | $3.96M | 0.00% | +710+1.3% | Added |
| Legal & General Group Plc | 51,551 | $3.82M | 0.00% | +396+0.8% | Added |
| Chatham Capital Group, Inc. | 51,437 | $3.81M | 0.67% | −200.0% | Reduced |
| Roundview Capital LLC | 50,411 | $3.74M | 0.29% | +4,530+9.9% | Added |
| Boston Partners | 49,961 | $3.70M | 0.00% | −22,307−30.9% | Reduced |
| California State Teachers Retirement System | 44,138 | $3.27M | 0.00% | −1,028−2.3% | Reduced |
| Wells Fargo & Company | 44,118 | $3.27M | 0.00% | +401+0.9% | Added |
| AXA S.A. | 43,600 | $3.23M | 0.00% | +21,800+100.0% | Added |
| Private Advisor Group, LLC | 43,316 | $3.21M | 0.02% | −149−0.3% | Reduced |
| Ameriprise Financial Inc | 43,001 | $3.19M | 0.00% | −1,884−4.2% | Reduced |
| Teacher Retirement System of Texas | 42,520 | $3.15M | 0.02% | −12,748−23.1% | Reduced |
| Victory Capital Management Inc | 39,248 | $2.91M | 0.00% | −4,045−9.3% | Reduced |
| Manatuck Hill Partners, LLC | 35,800 | $2.65M | 1.17% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 33,060 | $2.45M | 0.01% | +1,749+5.6% | Added |
| Chase Investment Counsel Corp | 32,845 | $2.43M | 0.86% | +978+3.1% | Added |
| HighTower Advisors, LLC | 31,815 | $2.36M | 0.00% | −4,999−13.6% | Reduced |
| SEI Investments Co | 31,218 | $2.31M | 0.00% | −943−2.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 31,199 | $2.31M | 0.02% | +31,199 | New |
| Millington Financial Advisors, LLC | 29,328 | $2.17M | 1.51% | +391+1.4% | Added |
| BNP Paribas Arbitrage, SA | 29,197 | $2.16M | 0.00% | −20,807−41.6% | Reduced |
| MetLife Investment Management | 27,656 | $2.05M | 0.01% | +2,958+12.0% | Added |
| Manufacturers Life Insurance Company, The | 27,279 | $2.02M | 0.00% | +357+1.3% | Added |