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
- 45.7M
- +511.7K (+1.1%) vs. Q1 2024
- Total value
- $3.38B
- −$159.7M (−4.5%) vs. Q1 2024
- New holders
- 31
- 94 more added
- Sold out
- 23
- 91 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 | 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, 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 |
|---|---|---|---|---|---|
| Avion Wealth | 6 | $0 | 0.00% | +6 | New |
| Global Retirement Partners, LLC | 3 | $222 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $371 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 5 | $371 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $445 | 0.00% | +1+20.0% | Added |
| SJS Investment Consulting Inc. | 8 | $593 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 11 | $816 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 12 | $890 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 16 | $1.19K | 0.00% | +16 | New |
| Quarry LP | 17 | $1.26K | 0.00% | −62−78.5% | Reduced |
| Innealta Capital, LLC | 18 | $1.33K | 0.00% | +18 | New |
| Proequities, Inc. | 20 | $1.48K | 0.00% | +6+42.9% | Added |
| Massmutual Trust Co FSB | 26 | $1.93K | 0.00% | −5−16.1% | Reduced |
| GWM Advisors LLC | 26 | $1.93K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 24 | $2.02K | 0.00% | +21+700.0% | Added |
| Hexagon Capital Partners LLC | 37 | $2.74K | 0.00% | −5−11.9% | Reduced |
| WealthCollab, LLC | 45 | $3.33K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 46 | $3.41K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 51 | $3.78K | 0.00% | +46+920.0% | Added |
| CIBC Private Wealth Group, LLC | 64 | $4.74K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 75 | $5.56K | 0.00% | −92−55.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 78 | $5.78K | 0.00% | +37+90.2% | Added |
| Mather Group, LLC. | 80 | $6.28K | 0.00% | −10−11.1% | Reduced |
| Park Place Capital Corp | 104 | $7.71K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 110 | $8.15K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 120 | $8.84K | 0.00% | +29+31.9% | Added |
| GAMMA Investing LLC | 125 | $9.26K | 0.00% | +63+101.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 144 | $10.7K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 152 | $11.2K | 0.00% | +152 | New |
| Jones Financial Companies LLLP | 180 | $13.3K | 0.00% | +180 | New |
| Lindbrook Capital, LLC | 189 | $14.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 203 | $14.9K | 0.00% | +15+8.0% | Added |
| Ashton Thomas Private Wealth, LLC | 203 | $15.0K | 0.00% | +203 | New |
| Quadrant Capital Group LLC | 206 | $15.3K | 0.00% | +4+2.0% | Added |
| EverSource Wealth Advisors, LLC | 240 | $16.7K | 0.00% | +19+8.6% | Added |
| SRS Capital Advisors, Inc. | 244 | $18.1K | 0.00% | +225+1,184.2% | Added |
| First Horizon Advisors, Inc. | 289 | $21.4K | 0.00% | −11−3.7% | Reduced |
| Silicon Valley Capital Partners | 293 | $21.7K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 406 | $30.1K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 462 | $34.2K | 0.00% | +447+2,980.0% | Added |
| McIlrath & Eck, LLC | 473 | $35.0K | 0.01% | +229+93.9% | Added |
| Federated Hermes, Inc. | 483 | $35.8K | 0.00% | −27−5.3% | Reduced |
| Ancora Advisors, LLC | 500 | $37.0K | 0.00% | 00.0% | Unchanged |
| Trust Co | 500 | $37.0K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 500 | $37.0K | 0.02% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 544 | $40.3K | 0.01% | +150+38.1% | Added |
| Signaturefd, LLC | 617 | $45.7K | 0.00% | +18+3.0% | Added |
| Covestor Ltd | 619 | $46.0K | 0.03% | −88−12.4% | Reduced |
| Harvest Fund Management Co., Ltd | 635 | $47.0K | 0.00% | −992−61.0% | Reduced |
| Assetmark, Inc | 755 | $55.9K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 875 | $64.8K | 0.01% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 882 | $72.8K | 0.00% | +882 | New |
| Johnson Financial Group, Inc. | 1,005 | $74.5K | 0.00% | +1,005 | New |
| Picton Mahoney Asset Management | 1,095 | $82.0K | 0.00% | +1,095 | New |
| KBC Group NV | 1,197 | $89.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,547 | $114.6K | 0.00% | −31−2.0% | Reduced |
| Trust Co of Vermont | 1,650 | $122.3K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 1,684 | $125.0K | 0.00% | +66+4.1% | Added |
| Ridgewood Investments LLC | 1,850 | $137.1K | 0.07% | +1,850 | New |
| Huntington National Bank | 2,026 | $150.1K | 0.00% | −1,717−45.9% | Reduced |
| Advisor Group Holdings, Inc. | 2,098 | $155.4K | 0.00% | +1,101+110.4% | Added |
| IFP Advisors, Inc | 2,130 | $157.8K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,175 | $161.2K | 0.00% | +36+1.7% | Added |
| One Wealth Advisors, LLC | 2,946 | $200.5K | 0.04% | −27−0.9% | Reduced |
| Mercer Global Advisors Inc | 2,738 | $202.9K | 0.00% | +2,738 | New |
| Vestcor Inc | 2,774 | $206.0K | 0.01% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 2,843 | $210.7K | 0.00% | +2,843 | New |
| Nebula Research & Development LLC | 2,862 | $212.1K | 0.03% | +2,862 | New |
| Advisors Capital Management, LLC | 2,900 | $215.0K | 0.00% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 3,000 | $222.3K | 0.19% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 3,040 | $223.0K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 3,039 | $225.2K | 0.00% | +142+4.9% | Added |
| Pinnacle Financial Partners Inc | 3,142 | $232.8K | 0.00% | 00.0% | Unchanged |
| Two West Capital Advisors LLC | 3,317 | $245.8K | 0.23% | +3,317 | New |
| Thoroughbred Financial Services, LLC | 3,342 | $247.0K | 0.02% | +3,342 | New |
| Sanders Morris Harris LLC | 3,400 | $251.9K | 0.04% | 00.0% | Unchanged |
| Prudential Financial Inc | 3,441 | $255.0K | 0.00% | −175−4.8% | Reduced |
| Flaharty Asset Management, LLC | 3,492 | $258.8K | 0.04% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 3,297 | $258.8K | 0.04% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 3,500 | $259.4K | 0.01% | −2,100−37.5% | Reduced |
| Quantbot Technologies LP | 3,662 | $271.4K | 0.01% | +3,662 | New |
| Mackenzie Financial Corp | 3,720 | $275.7K | 0.00% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 3,783 | $280.3K | 0.01% | −12−0.3% | Reduced |
| Bleakley Financial Group, LLC | 3,783 | $280.3K | 0.01% | −12−0.3% | Reduced |
| Glenmede Trust Co NA | 3,792 | $281.0K | 0.00% | +198+5.5% | Added |
| Campbell & CO Investment Adviser LLC | 3,862 | $286.2K | 0.02% | +3,862 | New |
| O'Shaughnessy Asset Management, LLC | 4,061 | $300.9K | 0.00% | +91+2.3% | Added |
| Kavar Capital Partners Group, LLC | 4,285 | $317.5K | 0.06% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 4,500 | $333.0K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 4,536 | $336.1K | 0.01% | −6,424−58.6% | Reduced |
| Sawgrass Asset Management LLC | 4,620 | $342.3K | 0.04% | −330−6.7% | Reduced |
| CWM Advisors, LLC | 4,757 | $352.5K | 0.04% | +190+4.2% | Added |
| Ameritas Investment Partners, Inc. | 4,783 | $354.4K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,787 | $354.7K | 0.00% | +129+2.8% | Added |
| Cynosure Management, LLC | 4,953 | $367.0K | 0.06% | +918+22.8% | Added |
| Avantax Planning Partners, Inc. | 5,000 | $370.5K | 0.01% | +5,000 | New |
| State of Wisconsin Investment Board | 5,223 | $387.0K | 0.00% | −3,548−40.5% | Reduced |
| Burton Enright Welch | 5,284 | $391.5K | 0.09% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 5,289 | $391.9K | 0.00% | −260−4.7% | Reduced |