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 |
|---|---|---|---|---|---|
| Thompson Siegel & Walmsley LLC | 57,612 | $4.27M | 0.07% | +912+1.6% | Added |
| UBS Group AG | 57,632 | $4.27M | 0.00% | −43,027−42.7% | Reduced |
| Woodard & Co Asset Management Group Inc | 57,645 | $4.27M | 1.07% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 58,196 | $4.31M | 0.01% | −12,971−18.2% | Reduced |
| Susquehanna International Group, LLP | 58,624 | $4.34M | 0.01% | +58,624 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 60,539 | $4.49M | 0.00% | −6,645−9.9% | Reduced |
| First Trust Advisors LP | 61,233 | $4.54M | 0.00% | −4,501−6.8% | Reduced |
| Rhumbline Advisers | 72,298 | $5.36M | 0.01% | +2,620+3.8% | Added |
| Argent Capital Management LLC | 73,214 | $5.43M | 0.16% | +22,256+43.7% | Added |
| King Luther Capital Management Corp | 73,410 | $5.44M | 0.02% | +3,183+4.5% | Added |
| STRS Ohio | 73,800 | $5.47M | 0.02% | +4,500+6.5% | Added |
| Laurus Investment Counsel Inc. | 56,600 | $5.74M | 2.37% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 78,162 | $5.79M | 0.02% | +13,424+20.7% | Added |
| Envestnet Asset Management Inc | 83,263 | $6.17M | 0.00% | +41,257+98.2% | Added |
| Janus Henderson Group PLC | 83,300 | $6.17M | 0.00% | +6,563+8.6% | Added |
| Edgestream Partners, L.P. | 84,936 | $6.29M | 0.30% | +84,936 | New |
| New York State Common Retirement Fund | 86,986 | $6.45M | 0.01% | +1,411+1.6% | Added |
| Pacific Capital Partners Ltd | 87,500 | $6.48M | 4.29% | 00.0% | Unchanged |
| Swiss National Bank | 88,300 | $6.54M | 0.00% | 00.0% | Unchanged |
| Cardinal Capital Management LLC | 97,203 | $7.20M | 1.97% | −235,397−70.8% | Reduced |
| Bancreek Capital Management, LP | 100,583 | $7.45M | 5.82% | +30,604+43.7% | Added |
| Two Sigma Advisers, LP | 100,623 | $7.46M | 0.02% | −14,700−12.7% | Reduced |
| Public Employees Retirement System of Ohio | 107,288 | $7.95M | 0.03% | −180.0% | Reduced |
| Two Sigma Investments, LP | 107,338 | $7.95M | 0.02% | +56,013+109.1% | Added |
| Rockefeller Capital Management L.P. | 115,325 | $8.55M | 0.02% | +115,325 | New |
| Deutsche Bank AG | 122,316 | $9.06M | 0.00% | −3,240−2.6% | Reduced |
| UBS Asset Management Americas Inc | 128,941 | $9.55M | 0.00% | +57,771+81.2% | Added |
| Segall Bryant & Hamill, LLC | 128,955 | $9.56M | 0.17% | +3,498+2.8% | Added |
| Jane Street Group, LLC | 131,649 | $9.76M | 0.01% | +124,810+1,825.0% | Added |
| First Manhattan Co | 146,405 | $10.8M | 0.03% | −250−0.2% | Reduced |
| Paradice Investment Management LLC | 160,227 | $11.9M | 2.10% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 163,744 | $12.1M | 0.02% | +142,421+667.9% | Added |
| Nuveen Asset Management, LLC | 168,685 | $12.5M | 0.00% | −67,834−28.7% | Reduced |
| Royal Bank of Canada | 172,136 | $12.8M | 0.00% | −8,714−4.8% | Reduced |
| Fiera Capital Corp | 174,880 | $13.0M | 0.04% | +11,205+6.8% | Added |
| Bank of New York Mellon Corp | 187,498 | $13.9M | 0.00% | +4,602+2.5% | Added |
| Royce & Associates LP | 195,181 | $14.5M | 0.14% | −5,000−2.5% | Reduced |
| WCM Investment Management, LLC | 202,136 | $14.9M | 0.04% | +202,136 | New |
| Invesco Ltd. | 206,346 | $15.3M | 0.00% | +15,377+8.1% | Added |
| Summit Creek Advisors LLC | 216,768 | $16.1M | 2.20% | +110,153+103.3% | Added |
| ArrowMark Colorado Holdings LLC | 219,893 | $16.3M | 0.19% | −28,994−11.6% | Reduced |
| Artemis Investment Management LLP | 270,780 | $20.1M | 0.27% | +52,249+23.9% | Added |
| Norges Bank | 292,720 | $21.7M | 0.00% | 00.0% | Unchanged |
| Blair William & Co | 305,016 | $22.6M | 0.07% | +174,825+134.3% | Added |
| FIL Ltd | 318,776 | $23.6M | 0.02% | −359,000−53.0% | Reduced |
| Public Employees Retirement Association of Colorado | 340,124 | $25.2M | 0.11% | +37,028+12.2% | Added |
| Bessemer Group Inc | 341,199 | $25.3M | 0.04% | +11,842+3.6% | Added |
| Goldman Sachs Group Inc | 358,846 | $26.6M | 0.01% | −194,299−35.1% | Reduced |
| Bank of America Corp | 412,538 | $30.6M | 0.00% | +26,904+7.0% | Added |
| Fenimore Asset Management Inc | 448,536 | $33.2M | 0.73% | −78,253−14.9% | Reduced |
| FMR LLC | 466,838 | $34.6M | 0.00% | +4,741+1.0% | Added |
| Charles Schwab Investment Management Inc | 515,458 | $38.2M | 0.01% | +9,355+1.8% | Added |
| Macquarie Group Ltd | 516,698 | $38.3M | 0.04% | −51,347−9.0% | Reduced |
| Granite Investment Partners, LLC | 580,902 | $43.0M | 1.78% | −74,627−11.4% | Reduced |
| JPMorgan Chase & Co | 655,909 | $48.6M | 0.00% | +459,957+234.7% | Added |
| Neumeier Poma Investment Counsel LLC | 662,240 | $49.1M | 4.49% | −24,875−3.6% | Reduced |
| Premier Fund Managers Ltd | 713,698 | $52.6M | 2.11% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 777,569 | $57.6M | 0.01% | −50,630−6.1% | Reduced |
| Mawer Investment Management Ltd. | 791,562 | $58.7M | 0.28% | −238,366−23.1% | Reduced |
| Capital World Investors | 823,322 | $61.0M | 0.01% | +306,258+59.2% | Added |
| GW&K Investment Management, LLC | 839,729 | $62.2M | 0.57% | −35,535−4.1% | Reduced |
| Silvercrest Asset Management Group LLC | 877,980 | $65.1M | 0.45% | −62,553−6.7% | Reduced |
| Northern Trust Corp | 921,541 | $68.3M | 0.01% | −2,978−0.3% | Reduced |
| BloombergSen Inc. | 1,040,332 | $77.1M | 7.32% | −27,444−2.6% | Reduced |
| Geode Capital Management, LLC | 1,097,459 | $81.3M | 0.01% | +41,298+3.9% | Added |
| P2 Capital Partners, LLC | 1,104,008 | $81.8M | 9.75% | −295,003−21.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,114,365 | $82.6M | 0.13% | −61,333−5.2% | Reduced |
| State Street Corp | 1,120,293 | $83.0M | 0.00% | +45,288+4.2% | Added |
| Select Equity Group, L.P. | 1,130,568 | $83.8M | 0.33% | −131,103−10.4% | Reduced |
| Neuberger Berman Group LLC | 1,189,190 | $88.1M | 0.07% | +4,581+0.4% | Added |
| Dimensional Fund Advisors LP | 1,613,501 | $119.6M | 0.03% | −403,971−20.0% | Reduced |
| Burgundy Asset Management Ltd. | 2,220,013 | $164.5M | 1.74% | +40,215+1.8% | Added |
| Morgan Stanley | 2,947,122 | $218.4M | 0.02% | −418,942−12.4% | Reduced |
| BlackRock Inc. | 3,530,704 | $261.6M | 0.01% | +85,604+2.5% | Added |
| Capital Research Global Investors | 3,817,579 | $282.9M | 0.06% | +688,841+22.0% | Added |
| Vanguard Group Inc | 4,639,484 | $343.8M | 0.01% | +934,394+25.2% | Added |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −329,557−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −51,843−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −23,638−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −21,340−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −17,265−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −21,901−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −9,700−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −4,569−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −4,520−100.0% | Sold out |
| Aristides Capital LLC | 0 | $0 | 0.00% | −3,793−100.0% | Sold out |
| Welch & Forbes LLC | 0 | $0 | 0.00% | −3,383−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −3,316−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −2,675−100.0% | Sold out |
| Sound View Wealth Advisors Group, LLC | 0 | $0 | 0.00% | −2,550−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −2,549−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −2,517−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −693−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Riggs Asset Managment Co. Inc. | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |