CBIZ, Inc.

CBZ

Exchange: NYSE
Industry: Services-Business Services, NEC
SEC CIK: 0000944148

SEC filings (opens in a new tab)

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.

Q2 2024 vs. Q1 2024

How the institutions holding CBIZ, Inc. changed between Q1 2024 and Q2 2024.

All holders in Q2 2024 All holders in Q1 2024

13F holders of CBZ: Q1 2024 compared with Q2 2024
Measure	Q1 2024	Of which not filed for Q2 2024	Q2 2024	Change
Holders	269	1	276	+8
Shares	45.2M	45.6K	45.7M	+511.7K (+1.1%)
Value	$3.55B	$3.58M	$3.38B	−$159.7M (−4.5%)

1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (31)

Institutions that held CBIZ, Inc. at the end of Q2 2024 but not at the end of Q1 2024.

Institutions new to CBZ in Q2 2024
Institution	Shares	Value	% of portfolio
WCM Investment Management, LLC	202,136	$14.9M	0.04%
Rockefeller Capital Management L.P.	115,325	$8.55M	0.02%
Edgestream Partners, L.P.	84,936	$6.29M	0.30%
Susquehanna International Group, LLP	58,624	$4.34M	0.01%
B. Metzler seel. Sohn & Co. AG	31,199	$2.31M	0.02%
Corebridge Financial, Inc.	25,784	$1.91M	0.01%
Mirae Asset Global ETFs Holdings Ltd.	25,292	$1.87M	0.00%
Dark Forest Capital Management LP	18,830	$1.40M	0.26%
Twinbeech Capital LP	13,566	$1.01M	0.02%
Man Group plc	11,616	$860.7K	0.00%
Voloridge Investment Management, LLC	11,604	$859.9K	0.00%
Harvest Investment Services, LLC	6,498	$481.5K	0.19%
First Financial Bankshares Inc	5,846	$433.2K	0.01%
Avantax Planning Partners, Inc.	5,000	$370.5K	0.01%
Campbell & CO Investment Adviser LLC	3,862	$286.2K	0.02%
Quantbot Technologies LP	3,662	$271.4K	0.01%
Thoroughbred Financial Services, LLC	3,342	$247.0K	0.02%
Two West Capital Advisors LLC	3,317	$245.8K	0.23%
Nebula Research & Development LLC	2,862	$212.1K	0.03%
Engineers Gate Manager LP	2,843	$210.7K	0.00%
Mercer Global Advisors Inc	2,738	$202.9K	0.00%
Ridgewood Investments LLC	1,850	$137.1K	0.07%
Picton Mahoney Asset Management	1,095	$82.0K	0.00%
Johnson Financial Group, Inc.	1,005	$74.5K	0.00%
Bank Julius Baer & Co. Ltd, Zurich	882	$72.8K	0.00%
Ashton Thomas Private Wealth, LLC	203	$15.0K	0.00%
Jones Financial Companies LLLP	180	$13.3K	0.00%
Smartleaf Asset Management LLC	152	$11.2K	0.00%
Innealta Capital, LLC	18	$1.33K	0.00%
J.Safra Asset Management Corp	16	$1.19K	0.00%
Avion Wealth	6	$0	0.00%

Sold out (23)

Institutions that held CBIZ, Inc. at the end of Q1 2024 and filed for Q2 2024 without it.

Institutions that sold out of CBZ in Q2 2024
Institution	Shares, Q1 2024	Value, Q1 2024
William Blair Investment Management, LLC	329,557	$25.9M
Trexquant Investment LP	51,843	$4.07M
American International Group, Inc.	23,638	$1.86M
Citadel Advisors LLC	21,340	$1.68M
Jump Financial, LLC	17,265	$1.36M
Mirae Asset Global Investments Co., Ltd.	21,901	$1.10M
Aquatic Capital Management LLC	9,700	$761.5K
New York Life Investment Management LLC	4,569	$358.7K
Landscape Capital Management, L.L.C.	4,520	$354.8K
Aristides Capital LLC	3,793	$297.8K
Welch & Forbes LLC	3,383	$265.6K
XTX Topco Ltd	3,316	$260.3K
ExodusPoint Capital Management, LP	2,675	$210.0K
Sound View Wealth Advisors Group, LLC	2,550	$200.2K
Seven Eight Capital, LP	2,549	$200.1K
Metropolitan Life Insurance Co	2,517	$197.6K
nVerses Capital, LLC	2,200	$172.7K
Whittier Trust Co	693	$54.4K
Crewe Advisors LLC	77	$6.04K
Creative Financial Designs Inc	55	$4.32K
Northwestern Mutual Wealth Management Co	21	$1.65K
Riggs Asset Managment Co. Inc.	6	$471
Tfo-TDC, LLC	1	$79

Not filed for Q2 2024 yet (1)

Institutions that held CBIZ, Inc. at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CBZ in Q1 2024 that haven't filed for Q2 2024
Institution	Shares, Q1 2024	Value, Q1 2024
Credit Suisse AG	45,621	$3.58M