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 |
|---|---|---|---|---|---|
| Corebridge Financial, Inc. | 25,784 | $1.91M | 0.01% | +25,784 | New |
| Empowered Funds, LLC | 25,587 | $1.90M | 0.03% | +12,060+89.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 25,292 | $1.87M | 0.00% | +25,292 | New |
| Great West Life Assurance Co | 24,822 | $1.84M | 0.00% | −18,653−42.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 24,643 | $1.83M | 0.00% | −2,271−8.4% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 23,998 | $1.78M | 0.40% | −335−1.4% | Reduced |
| Captrust Financial Advisors | 23,644 | $1.75M | 0.01% | −475−2.0% | Reduced |
| Calamos Advisors LLC | 22,149 | $1.64M | 0.01% | −11,296−33.8% | Reduced |
| Principal Financial Group Inc | 22,143 | $1.64M | 0.00% | +2,684+13.8% | Added |
| AXA S.A. | 21,800 | $1.62M | 0.00% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 21,600 | $1.60M | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 21,566 | $1.60M | 0.00% | −18,428−46.1% | Reduced |
| Exchange Traded Concepts, LLC | 20,955 | $1.55M | 0.04% | +5,210+33.1% | Added |
| Pathstone Holdings, LLC | 20,718 | $1.54M | 0.01% | +1,276+6.6% | Added |
| Ensign Peak Advisors, Inc | 20,648 | $1.53M | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 20,213 | $1.50M | 0.00% | −33−0.2% | Reduced |
| Marshall Wace, LLP | 20,064 | $1.49M | 0.00% | +4,327+27.5% | Added |
| Kensington Investment Counsel, LLC | 19,412 | $1.44M | 0.64% | +205+1.1% | Added |
| Commonwealth Equity Services, LLC | 18,867 | $1.40M | 0.00% | −27−0.1% | Reduced |
| Dark Forest Capital Management LP | 18,830 | $1.40M | 0.26% | +18,830 | New |
| Martingale Asset Management L P | 18,823 | $1.39M | 0.03% | −15,452−45.1% | Reduced |
| SYSTM Wealth Solutions LLC | 17,564 | $1.30M | 0.29% | +17,324+7,218.3% | Added |
| Citigroup Inc | 17,436 | $1.29M | 0.00% | −119,048−87.2% | Reduced |
| Barclays PLC | 17,032 | $1.26M | 0.00% | −25,562−60.0% | Reduced |
| CWM, LLC | 16,562 | $1.23M | 0.01% | −2,655−13.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 16,235 | $1.20M | 0.00% | +185+1.2% | Added |
| Voya Investment Management LLC | 16,069 | $1.19M | 0.00% | +323+2.1% | Added |
| Creative Planning | 15,932 | $1.18M | 0.00% | +1,012+6.8% | Added |
| Kestra Advisory Services, LLC | 15,058 | $1.12M | 0.01% | 00.0% | Unchanged |
| AQR Capital Management LLC | 14,960 | $1.11M | 0.00% | +176+1.2% | Added |
| Chicago Wealth Management, Inc. | 14,000 | $1.04M | 0.60% | 00.0% | Unchanged |
| Legato Capital Management LLC | 13,832 | $1.02M | 0.14% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 13,648 | $1.01M | 0.00% | −3,200−19.0% | Reduced |
| Twinbeech Capital LP | 13,566 | $1.01M | 0.02% | +13,566 | New |
| SG Americas Securities, LLC | 13,321 | $987.0K | 0.01% | +11,631+688.2% | Added |
| Apexium Financial, LP | 13,246 | $981.5K | 0.07% | 00.0% | Unchanged |
| Arizona State Retirement System | 12,603 | $933.9K | 0.01% | +275+2.2% | Added |
| Canada Pension Plan Investment Board | 12,598 | $933.5K | 0.00% | −11,100−46.8% | Reduced |
| D. E. Shaw & Co., Inc. | 12,581 | $932.3K | 0.00% | −6,843−35.2% | Reduced |
| Valeo Financial Advisors, LLC | 12,069 | $894.3K | 0.03% | −1,600−11.7% | Reduced |
| Handelsbanken Fonder AB | 12,000 | $889.0K | 0.00% | −300−2.4% | Reduced |
| Man Group plc | 11,616 | $860.7K | 0.00% | +11,616 | New |
| Voloridge Investment Management, LLC | 11,604 | $859.9K | 0.00% | +11,604 | New |
| Meritage Portfolio Management | 11,148 | $826.0K | 0.05% | 00.0% | Unchanged |
| Next Capital Management LLC | 11,000 | $815.1K | 0.34% | 00.0% | Unchanged |
| Truist Financial Corp | 10,978 | $813.5K | 0.00% | +723+7.1% | Added |
| Cerity Partners LLC | 10,775 | $798.4K | 0.00% | −6,350−37.1% | Reduced |
| RBF Capital, LLC | 10,000 | $741.0K | 0.04% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 9,903 | $733.8K | 0.03% | +93+0.9% | Added |
| CI Private Wealth, LLC | 9,361 | $693.6K | 0.00% | −932−9.1% | Reduced |
| Stifel Financial Corp | 9,051 | $670.7K | 0.00% | +4,937+120.0% | Added |
| Valtinson Bruner Financial Planning LLC | 9,017 | $668.2K | 0.27% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 8,884 | $658.3K | 0.03% | +2,283+34.6% | Added |
| Tower Research Capital LLC (TRC) | 8,841 | $655.1K | 0.01% | +7,141+420.1% | Added |
| Dodds Wealth, LLC | 8,742 | $645.9K | 0.25% | 00.0% | Unchanged |
| JustInvest LLC | 8,807 | $644.2K | 0.01% | +1,003+12.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,380 | $546.9K | 0.00% | −2,239−23.3% | Reduced |
| Commerce Bank | 7,263 | $538.2K | 0.00% | 00.0% | Unchanged |
| HMS Capital Management, LLC | 7,087 | $525.1K | 0.27% | 00.0% | Unchanged |
| Comerica Bank | 6,706 | $496.9K | 0.00% | +2,987+80.3% | Added |
| Harvest Investment Services, LLC | 6,498 | $481.5K | 0.19% | +6,498 | New |
| ProShare Advisors LLC | 6,425 | $476.1K | 0.00% | −2,192−25.4% | Reduced |
| State of Wyoming | 6,377 | $472.5K | 0.08% | +62+1.0% | Added |
| Country Club Bank | 6,294 | $464.1K | 0.03% | −319−4.8% | Reduced |
| Inceptionr LLC | 6,199 | $459.3K | 0.13% | +2,571+70.9% | Added |
| Ifrah Financial Services, Inc. | 6,190 | $458.7K | 0.13% | −227−3.5% | Reduced |
| Mayflower Financial Advisors, LLC | 6,113 | $453.0K | 0.07% | −5−0.1% | Reduced |
| Gotham Asset Management, LLC | 5,918 | $438.5K | 0.01% | −8−0.1% | Reduced |
| Mariner, LLC | 5,878 | $435.6K | 0.00% | −23−0.4% | Reduced |
| First Financial Bankshares Inc | 5,846 | $433.2K | 0.01% | +5,846 | New |
| HSBC Holdings PLC | 5,852 | $431.6K | 0.00% | +96+1.7% | Added |
| TD Waterhouse Canada Inc. | 5,807 | $427.6K | 0.00% | −817−12.3% | Reduced |
| Pictet Asset Management Holding SA | 5,732 | $424.7K | 0.00% | −190−3.2% | Reduced |
| Moran Wealth Management, LLC | 5,701 | $422.4K | 0.01% | +322+6.0% | Added |
| Lazard Asset Management LLC | 5,634 | $417.0K | 0.00% | +2,594+85.3% | Added |
| CBIZ Investment Advisory Services, LLC | 5,389 | $399.3K | 0.02% | −65−1.2% | Reduced |
| Cresset Asset Management, LLC | 5,289 | $391.9K | 0.00% | −260−4.7% | Reduced |
| Burton Enright Welch | 5,284 | $391.5K | 0.09% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 5,223 | $387.0K | 0.00% | −3,548−40.5% | Reduced |
| Avantax Planning Partners, Inc. | 5,000 | $370.5K | 0.01% | +5,000 | New |
| Cynosure Management, LLC | 4,953 | $367.0K | 0.06% | +918+22.8% | Added |
| The PNC Financial Services Group, Inc. | 4,787 | $354.7K | 0.00% | +129+2.8% | Added |
| Ameritas Investment Partners, Inc. | 4,783 | $354.4K | 0.01% | 00.0% | Unchanged |
| CWM Advisors, LLC | 4,757 | $352.5K | 0.04% | +190+4.2% | Added |
| Sawgrass Asset Management LLC | 4,620 | $342.3K | 0.04% | −330−6.7% | Reduced |
| Algert Global LLC | 4,536 | $336.1K | 0.01% | −6,424−58.6% | Reduced |
| Janney Montgomery Scott LLC | 4,500 | $333.0K | 0.00% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 4,285 | $317.5K | 0.06% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 4,061 | $300.9K | 0.00% | +91+2.3% | Added |
| Campbell & CO Investment Adviser LLC | 3,862 | $286.2K | 0.02% | +3,862 | New |
| Glenmede Trust Co NA | 3,792 | $281.0K | 0.00% | +198+5.5% | Added |
| 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 |
| Mackenzie Financial Corp | 3,720 | $275.7K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 3,662 | $271.4K | 0.01% | +3,662 | New |
| Susquehanna Fundamental Investments, LLC | 3,500 | $259.4K | 0.01% | −2,100−37.5% | Reduced |
| Compass Ion Advisors, LLC | 3,297 | $258.8K | 0.04% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 3,492 | $258.8K | 0.04% | 00.0% | Unchanged |
| Prudential Financial Inc | 3,441 | $255.0K | 0.00% | −175−4.8% | Reduced |
| Sanders Morris Harris LLC | 3,400 | $251.9K | 0.04% | 00.0% | Unchanged |