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 |
|---|---|---|---|---|---|
| Thoroughbred Financial Services, LLC | 3,342 | $247.0K | 0.02% | +3,342 | New |
| Two West Capital Advisors LLC | 3,317 | $245.8K | 0.23% | +3,317 | New |
| Pinnacle Financial Partners Inc | 3,142 | $232.8K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 3,039 | $225.2K | 0.00% | +142+4.9% | Added |
| DekaBank Deutsche Girozentrale | 3,040 | $223.0K | 0.00% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 3,000 | $222.3K | 0.19% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 2,900 | $215.0K | 0.00% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 2,862 | $212.1K | 0.03% | +2,862 | New |
| Engineers Gate Manager LP | 2,843 | $210.7K | 0.00% | +2,843 | New |
| Vestcor Inc | 2,774 | $206.0K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 2,738 | $202.9K | 0.00% | +2,738 | New |
| One Wealth Advisors, LLC | 2,946 | $200.5K | 0.04% | −27−0.9% | Reduced |
| Nisa Investment Advisors, LLC | 2,175 | $161.2K | 0.00% | +36+1.7% | Added |
| IFP Advisors, Inc | 2,130 | $157.8K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,098 | $155.4K | 0.00% | +1,101+110.4% | Added |
| Huntington National Bank | 2,026 | $150.1K | 0.00% | −1,717−45.9% | Reduced |
| Ridgewood Investments LLC | 1,850 | $137.1K | 0.07% | +1,850 | New |
| Amalgamated Bank | 1,684 | $125.0K | 0.00% | +66+4.1% | Added |
| Trust Co of Vermont | 1,650 | $122.3K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 1,547 | $114.6K | 0.00% | −31−2.0% | Reduced |
| KBC Group NV | 1,197 | $89.0K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 1,095 | $82.0K | 0.00% | +1,095 | New |
| Johnson Financial Group, Inc. | 1,005 | $74.5K | 0.00% | +1,005 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 882 | $72.8K | 0.00% | +882 | New |
| Fortis Group Advisors, LLC | 875 | $64.8K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 755 | $55.9K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 635 | $47.0K | 0.00% | −992−61.0% | Reduced |
| Covestor Ltd | 619 | $46.0K | 0.03% | −88−12.4% | Reduced |
| Signaturefd, LLC | 617 | $45.7K | 0.00% | +18+3.0% | Added |
| VisionPoint Advisory Group, LLC | 544 | $40.3K | 0.01% | +150+38.1% | Added |
| 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 |
| Federated Hermes, Inc. | 483 | $35.8K | 0.00% | −27−5.3% | Reduced |
| McIlrath & Eck, LLC | 473 | $35.0K | 0.01% | +229+93.9% | Added |
| Quest Partners LLC | 462 | $34.2K | 0.00% | +447+2,980.0% | Added |
| Global Financial Private Client, LLC | 406 | $30.1K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 293 | $21.7K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 289 | $21.4K | 0.00% | −11−3.7% | Reduced |
| SRS Capital Advisors, Inc. | 244 | $18.1K | 0.00% | +225+1,184.2% | Added |
| EverSource Wealth Advisors, LLC | 240 | $16.7K | 0.00% | +19+8.6% | Added |
| Quadrant Capital Group LLC | 206 | $15.3K | 0.00% | +4+2.0% | Added |
| Ashton Thomas Private Wealth, LLC | 203 | $15.0K | 0.00% | +203 | New |
| National Bank of Canada | 203 | $14.9K | 0.00% | +15+8.0% | Added |
| Lindbrook Capital, LLC | 189 | $14.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 180 | $13.3K | 0.00% | +180 | New |
| Smartleaf Asset Management LLC | 152 | $11.2K | 0.00% | +152 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 144 | $10.7K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 125 | $9.26K | 0.00% | +63+101.6% | Added |
| Farther Finance Advisors, LLC | 120 | $8.84K | 0.00% | +29+31.9% | Added |
| Principal Securities, Inc. | 110 | $8.15K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 104 | $7.71K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 80 | $6.28K | 0.00% | −10−11.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 78 | $5.78K | 0.00% | +37+90.2% | Added |
| Parallel Advisors, LLC | 75 | $5.56K | 0.00% | −92−55.1% | Reduced |
| CIBC Private Wealth Group, LLC | 64 | $4.74K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 51 | $3.78K | 0.00% | +46+920.0% | Added |
| Manchester Capital Management LLC | 46 | $3.41K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 45 | $3.33K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 37 | $2.74K | 0.00% | −5−11.9% | Reduced |
| Allworth Financial LP | 24 | $2.02K | 0.00% | +21+700.0% | 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 |
| Proequities, Inc. | 20 | $1.48K | 0.00% | +6+42.9% | Added |
| Innealta Capital, LLC | 18 | $1.33K | 0.00% | +18 | New |
| Quarry LP | 17 | $1.26K | 0.00% | −62−78.5% | Reduced |
| J.Safra Asset Management Corp | 16 | $1.19K | 0.00% | +16 | New |
| Capital Advisors, Ltd. LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 12 | $890 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 11 | $816 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $593 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $445 | 0.00% | +1+20.0% | Added |
| Rothschild Investment LLC | 5 | $371 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 5 | $371 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3 | $222 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $0 | 0.00% | +6 | New |
| 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 |