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 |
|---|---|---|---|---|---|
| CBIZ Investment Advisory Services, LLC | 5,389 | $399.3K | 0.02% | −65−1.2% | Reduced |
| Lazard Asset Management LLC | 5,634 | $417.0K | 0.00% | +2,594+85.3% | Added |
| Moran Wealth Management, LLC | 5,701 | $422.4K | 0.01% | +322+6.0% | Added |
| Pictet Asset Management Holding SA | 5,732 | $424.7K | 0.00% | −190−3.2% | Reduced |
| TD Waterhouse Canada Inc. | 5,807 | $427.6K | 0.00% | −817−12.3% | Reduced |
| HSBC Holdings PLC | 5,852 | $431.6K | 0.00% | +96+1.7% | Added |
| First Financial Bankshares Inc | 5,846 | $433.2K | 0.01% | +5,846 | New |
| Mariner, LLC | 5,878 | $435.6K | 0.00% | −23−0.4% | Reduced |
| Gotham Asset Management, LLC | 5,918 | $438.5K | 0.01% | −8−0.1% | Reduced |
| Mayflower Financial Advisors, LLC | 6,113 | $453.0K | 0.07% | −5−0.1% | Reduced |
| Ifrah Financial Services, Inc. | 6,190 | $458.7K | 0.13% | −227−3.5% | Reduced |
| Inceptionr LLC | 6,199 | $459.3K | 0.13% | +2,571+70.9% | Added |
| Country Club Bank | 6,294 | $464.1K | 0.03% | −319−4.8% | Reduced |
| State of Wyoming | 6,377 | $472.5K | 0.08% | +62+1.0% | Added |
| ProShare Advisors LLC | 6,425 | $476.1K | 0.00% | −2,192−25.4% | Reduced |
| Harvest Investment Services, LLC | 6,498 | $481.5K | 0.19% | +6,498 | New |
| Comerica Bank | 6,706 | $496.9K | 0.00% | +2,987+80.3% | Added |
| HMS Capital Management, LLC | 7,087 | $525.1K | 0.27% | 00.0% | Unchanged |
| Commerce Bank | 7,263 | $538.2K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,380 | $546.9K | 0.00% | −2,239−23.3% | Reduced |
| JustInvest LLC | 8,807 | $644.2K | 0.01% | +1,003+12.9% | Added |
| Dodds Wealth, LLC | 8,742 | $645.9K | 0.25% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 8,841 | $655.1K | 0.01% | +7,141+420.1% | Added |
| Yarbrough Capital, LLC | 8,884 | $658.3K | 0.03% | +2,283+34.6% | Added |
| Valtinson Bruner Financial Planning LLC | 9,017 | $668.2K | 0.27% | 00.0% | Unchanged |
| Stifel Financial Corp | 9,051 | $670.7K | 0.00% | +4,937+120.0% | Added |
| CI Private Wealth, LLC | 9,361 | $693.6K | 0.00% | −932−9.1% | Reduced |
| CAPROCK Group, Inc. | 9,903 | $733.8K | 0.03% | +93+0.9% | Added |
| RBF Capital, LLC | 10,000 | $741.0K | 0.04% | 00.0% | Unchanged |
| Cerity Partners LLC | 10,775 | $798.4K | 0.00% | −6,350−37.1% | Reduced |
| Truist Financial Corp | 10,978 | $813.5K | 0.00% | +723+7.1% | Added |
| Next Capital Management LLC | 11,000 | $815.1K | 0.34% | 00.0% | Unchanged |
| Meritage Portfolio Management | 11,148 | $826.0K | 0.05% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 11,604 | $859.9K | 0.00% | +11,604 | New |
| Man Group plc | 11,616 | $860.7K | 0.00% | +11,616 | New |
| Handelsbanken Fonder AB | 12,000 | $889.0K | 0.00% | −300−2.4% | Reduced |
| Valeo Financial Advisors, LLC | 12,069 | $894.3K | 0.03% | −1,600−11.7% | Reduced |
| D. E. Shaw & Co., Inc. | 12,581 | $932.3K | 0.00% | −6,843−35.2% | Reduced |
| Canada Pension Plan Investment Board | 12,598 | $933.5K | 0.00% | −11,100−46.8% | Reduced |
| Arizona State Retirement System | 12,603 | $933.9K | 0.01% | +275+2.2% | Added |
| Apexium Financial, LP | 13,246 | $981.5K | 0.07% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 13,321 | $987.0K | 0.01% | +11,631+688.2% | Added |
| Twinbeech Capital LP | 13,566 | $1.01M | 0.02% | +13,566 | New |
| State Board of Administration of Florida Retirement System | 13,648 | $1.01M | 0.00% | −3,200−19.0% | Reduced |
| Legato Capital Management LLC | 13,832 | $1.02M | 0.14% | 00.0% | Unchanged |
| Chicago Wealth Management, Inc. | 14,000 | $1.04M | 0.60% | 00.0% | Unchanged |
| AQR Capital Management LLC | 14,960 | $1.11M | 0.00% | +176+1.2% | Added |
| Kestra Advisory Services, LLC | 15,058 | $1.12M | 0.01% | 00.0% | Unchanged |
| Creative Planning | 15,932 | $1.18M | 0.00% | +1,012+6.8% | Added |
| Voya Investment Management LLC | 16,069 | $1.19M | 0.00% | +323+2.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 16,235 | $1.20M | 0.00% | +185+1.2% | Added |
| CWM, LLC | 16,562 | $1.23M | 0.01% | −2,655−13.8% | Reduced |
| Barclays PLC | 17,032 | $1.26M | 0.00% | −25,562−60.0% | Reduced |
| Citigroup Inc | 17,436 | $1.29M | 0.00% | −119,048−87.2% | Reduced |
| SYSTM Wealth Solutions LLC | 17,564 | $1.30M | 0.29% | +17,324+7,218.3% | Added |
| Martingale Asset Management L P | 18,823 | $1.39M | 0.03% | −15,452−45.1% | Reduced |
| Dark Forest Capital Management LP | 18,830 | $1.40M | 0.26% | +18,830 | New |
| Commonwealth Equity Services, LLC | 18,867 | $1.40M | 0.00% | −27−0.1% | Reduced |
| Kensington Investment Counsel, LLC | 19,412 | $1.44M | 0.64% | +205+1.1% | Added |
| Marshall Wace, LLP | 20,064 | $1.49M | 0.00% | +4,327+27.5% | Added |
| LPL Financial LLC | 20,213 | $1.50M | 0.00% | −33−0.2% | Reduced |
| Ensign Peak Advisors, Inc | 20,648 | $1.53M | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 20,718 | $1.54M | 0.01% | +1,276+6.6% | Added |
| Exchange Traded Concepts, LLC | 20,955 | $1.55M | 0.04% | +5,210+33.1% | Added |
| American Century Companies Inc | 21,566 | $1.60M | 0.00% | −18,428−46.1% | Reduced |
| Assenagon Asset Management S.A. | 21,600 | $1.60M | 0.00% | 00.0% | Unchanged |
| AXA S.A. | 21,800 | $1.62M | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 22,143 | $1.64M | 0.00% | +2,684+13.8% | Added |
| Calamos Advisors LLC | 22,149 | $1.64M | 0.01% | −11,296−33.8% | Reduced |
| Captrust Financial Advisors | 23,644 | $1.75M | 0.01% | −475−2.0% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 23,998 | $1.78M | 0.40% | −335−1.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 24,643 | $1.83M | 0.00% | −2,271−8.4% | Reduced |
| Great West Life Assurance Co | 24,822 | $1.84M | 0.00% | −18,653−42.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 25,292 | $1.87M | 0.00% | +25,292 | New |
| Empowered Funds, LLC | 25,587 | $1.90M | 0.03% | +12,060+89.2% | Added |
| Corebridge Financial, Inc. | 25,784 | $1.91M | 0.01% | +25,784 | New |
| Great Lakes Advisors, LLC | 27,127 | $2.01M | 0.02% | −28,934−51.6% | Reduced |
| Manufacturers Life Insurance Company, The | 27,279 | $2.02M | 0.00% | +357+1.3% | Added |
| MetLife Investment Management | 27,656 | $2.05M | 0.01% | +2,958+12.0% | Added |
| BNP Paribas Arbitrage, SA | 29,197 | $2.16M | 0.00% | −20,807−41.6% | Reduced |
| Millington Financial Advisors, LLC | 29,328 | $2.17M | 1.51% | +391+1.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 31,199 | $2.31M | 0.02% | +31,199 | New |
| SEI Investments Co | 31,218 | $2.31M | 0.00% | −943−2.9% | Reduced |
| HighTower Advisors, LLC | 31,815 | $2.36M | 0.00% | −4,999−13.6% | Reduced |
| Chase Investment Counsel Corp | 32,845 | $2.43M | 0.86% | +978+3.1% | Added |
| Panagora Asset Management Inc | 33,060 | $2.45M | 0.01% | +1,749+5.6% | Added |
| Manatuck Hill Partners, LLC | 35,800 | $2.65M | 1.17% | 00.0% | Unchanged |
| Victory Capital Management Inc | 39,248 | $2.91M | 0.00% | −4,045−9.3% | Reduced |
| Teacher Retirement System of Texas | 42,520 | $3.15M | 0.02% | −12,748−23.1% | Reduced |
| Ameriprise Financial Inc | 43,001 | $3.19M | 0.00% | −1,884−4.2% | Reduced |
| Private Advisor Group, LLC | 43,316 | $3.21M | 0.02% | −149−0.3% | Reduced |
| Wells Fargo & Company | 44,118 | $3.27M | 0.00% | +401+0.9% | Added |
| California State Teachers Retirement System | 44,138 | $3.27M | 0.00% | −1,028−2.3% | Reduced |
| Boston Partners | 49,961 | $3.70M | 0.00% | −22,307−30.9% | Reduced |
| Roundview Capital LLC | 50,411 | $3.74M | 0.29% | +4,530+9.9% | Added |
| Chatham Capital Group, Inc. | 51,437 | $3.81M | 0.67% | −200.0% | Reduced |
| Legal & General Group Plc | 51,551 | $3.82M | 0.00% | +396+0.8% | Added |
| Alliancebernstein L.P. | 53,391 | $3.96M | 0.00% | +710+1.3% | Added |
| Rice Hall James & Associates, LLC | 55,172 | $4.09M | 0.25% | −3,753−6.4% | Reduced |
| Bridge City Capital, LLC | 56,958 | $4.22M | 1.42% | +11,177+24.4% | Added |