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, Q3 2024
Institutional positions in CBIZ, Inc. as of Sep 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
- 286
- +12 vs. Q2 2024
- Shares held
- 44.7M
- +2.60M (+6.2%) vs. Q2 2024
- Total value
- $3.01B
- −$112.6M (−3.6%) vs. Q2 2024
- New holders
- 48
- 107 more added
- Sold out
- 36
- 72 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 263 | $2.72B |
| Q2 2025 | 277 | $3.47B |
| Q1 2025 | 290 | $3.39B |
| Q4 2024 | 282 | $3.74B |
| Q3 2024 | 286 | $3.06B |
| Q2 2024 | 276 | $3.43B |
| Q1 2024 | 269 | $4.09B |
| Q4 2023 | 260 | $3.01B |
| Q3 2023 | 245 | $2.27B |
| Q2 2023 | 233 | $2.36B |
| Q1 2023 | 227 | $2.23B |
| Q4 2022 | 228 | $2.09B |
| Q3 2022 | 209 | $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, Q3 2024
Shares, value and share of portfolio for each institution holding CBIZ, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,672,672 | $314.4M | 0.01% | +33,188+0.7% | Added |
| Capital Research Global Investors | 3,931,975 | $264.6M | 0.05% | +114,396+3.0% | Added |
| BlackRock, Inc. | 3,629,222 | $244.2M | 0.01% | +3,629,222 | New |
| Morgan Stanley | 3,114,729 | $209.6M | 0.02% | +167,607+5.7% | Added |
| Burgundy Asset Management Ltd. | 2,050,127 | $138.0M | 1.37% | −169,886−7.7% | Reduced |
| P2 Capital Partners, LLC | 1,800,532 | $121.2M | 13.83% | +696,524+63.1% | Added |
| Dimensional Fund Advisors LP | 1,496,668 | $100.7M | 0.02% | −116,833−7.2% | Reduced |
| State Street Corp | 1,130,848 | $76.1M | 0.00% | +10,555+0.9% | Added |
| Allspring Global Investments Holdings, LLC | 1,125,766 | $75.8M | 0.12% | +11,401+1.0% | Added |
| Geode Capital Management, LLC | 1,109,074 | $74.6M | 0.01% | +11,615+1.1% | Added |
| BloombergSen Inc. | 1,040,332 | $70.0M | 5.90% | 00.0% | Unchanged |
| Northern Trust Corp | 934,177 | $62.9M | 0.01% | +12,636+1.4% | Added |
| Silvercrest Asset Management Group LLC | 865,917 | $58.3M | 0.40% | −12,063−1.4% | Reduced |
| Capital World Investors | 824,800 | $55.5M | 0.01% | +1,478+0.2% | Added |
| GW&K Investment Management, LLC | 818,228 | $55.1M | 0.47% | −21,501−2.6% | Reduced |
| Neuberger Berman Group LLC | 811,156 | $54.6M | 0.04% | −378,034−31.8% | Reduced |
| Premier Fund Managers Ltd | 813,698 | $54.4M | 1.93% | +100,000+14.0% | Added |
| Price T Rowe Associates Inc | 758,510 | $51.0M | 0.01% | −19,059−2.5% | Reduced |
| JPMorgan Chase & Co | 704,888 | $47.4M | 0.00% | +48,979+7.5% | Added |
| FMR LLC | 594,660 | $40.0M | 0.00% | +127,822+27.4% | Added |
| Granite Investment Partners, LLC | 584,378 | $39.3M | 1.68% | +3,476+0.6% | Added |
| Charles Schwab Investment Management Inc | 525,330 | $35.3M | 0.01% | +9,872+1.9% | Added |
| Macquarie Group Ltd | 472,851 | $31.8M | 0.03% | −43,847−8.5% | Reduced |
| Neumeier Poma Investment Counsel LLC | 445,200 | $30.0M | 2.85% | −217,040−32.8% | Reduced |
| Fenimore Asset Management Inc | 432,431 | $29.1M | 0.59% | −16,105−3.6% | Reduced |
| Bank of America Corp | 417,744 | $28.1M | 0.00% | +5,206+1.3% | Added |
| Blair William & Co | 405,842 | $27.3M | 0.08% | +100,826+33.1% | Added |
| Bessemer Group Inc | 400,204 | $26.9M | 0.04% | +59,005+17.3% | Added |
| Artemis Investment Management LLP | 332,534 | $22.4M | 0.34% | +61,754+22.8% | Added |
| Goldman Sachs Group Inc | 306,918 | $20.7M | 0.00% | −51,928−14.5% | Reduced |
| Invesco Ltd. | 299,114 | $20.1M | 0.00% | +92,768+45.0% | Added |
| Handelsbanken Fonder AB | 292,000 | $19.6M | 0.08% | +280,000+2,333.3% | Added |
| Geneva Capital Management LLC | 282,914 | $19.0M | 0.32% | +282,914 | New |
| Public Employees Retirement Association of Colorado | 268,009 | $18.0M | 0.07% | −72,115−21.2% | Reduced |
| Qube Research & Technologies Ltd | 264,346 | $17.8M | 0.03% | +100,602+61.4% | Added |
| Summit Creek Advisors LLC | 253,641 | $17.1M | 2.32% | +36,873+17.0% | Added |
| Mawer Investment Management Ltd. | 205,628 | $13.8M | 0.06% | −585,934−74.0% | Reduced |
| Royce & Associates LP | 195,181 | $13.1M | 0.12% | 00.0% | Unchanged |
| Royal Bank of Canada | 193,496 | $13.0M | 0.00% | +21,360+12.4% | Added |
| Fiera Capital Corp | 178,355 | $12.0M | 0.04% | +3,475+2.0% | Added |
| Norges Bank | 158,603 | $10.7M | 0.00% | −134,117−45.8% | Reduced |
| Bank of New York Mellon Corp | 150,699 | $10.1M | 0.00% | −36,799−19.6% | Reduced |
| Bancreek Capital Management, LP | 150,212 | $10.1M | 6.38% | +49,629+49.3% | Added |
| First Manhattan Co | 146,130 | $9.83M | 0.03% | −275−0.2% | Reduced |
| Deutsche Bank AG | 135,637 | $9.13M | 0.00% | +13,321+10.9% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 132,924 | $9.06M | 0.03% | +132,042+14,970.7% | Added |
| Nuveen Asset Management, LLC | 131,511 | $8.85M | 0.00% | −37,174−22.0% | Reduced |
| Segall Bryant & Hamill, LLC | 123,899 | $8.34M | 0.11% | −5,056−3.9% | Reduced |
| Public Employees Retirement System of Ohio | 120,155 | $8.09M | 0.03% | +12,867+12.0% | Added |
| UBS Asset Management Americas Inc | 117,784 | $7.93M | 0.00% | −11,157−8.7% | Reduced |
| Pacific Capital Partners Ltd | 112,500 | $7.57M | 4.43% | +25,000+28.6% | Added |
| Two Sigma Investments, LP | 108,459 | $7.30M | 0.02% | +1,121+1.0% | Added |
| Edgestream Partners, L.P. | 105,842 | $7.12M | 0.31% | +20,906+24.6% | Added |
| Two Sigma Advisers, LP | 98,823 | $6.65M | 0.02% | −1,800−1.8% | Reduced |
| Citadel Advisors LLC | 91,790 | $6.18M | 0.01% | +91,790 | New |
| Marshall Wace, LLP | 90,196 | $6.07M | 0.01% | +70,132+349.5% | Added |
| Swiss National Bank | 88,300 | $5.94M | 0.00% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 86,194 | $5.80M | 0.02% | +8,032+10.3% | Added |
| Squarepoint Ops LLC | 85,982 | $5.79M | 0.02% | +85,982 | New |
| Janus Henderson Group PLC | 85,964 | $5.78M | 0.00% | +2,664+3.2% | Added |
| New York State Common Retirement Fund | 83,479 | $5.62M | 0.01% | −3,507−4.0% | Reduced |
| Millennium Management LLC | 80,001 | $5.38M | 0.00% | +80,001 | New |
| Barclays PLC | 78,711 | $5.30M | 0.00% | +61,679+362.1% | Added |
| Bridge City Capital, LLC | 78,028 | $5.25M | 1.44% | +21,070+37.0% | Added |
| Argent Capital Management LLC | 75,981 | $5.11M | 0.14% | +2,767+3.8% | Added |
| STRS Ohio | 74,000 | $4.98M | 0.02% | +200+0.3% | Added |
| King Luther Capital Management Corp | 73,770 | $4.96M | 0.02% | +360+0.5% | Added |
| Envestnet Asset Management Inc | 70,819 | $4.77M | 0.00% | −12,444−14.9% | Reduced |
| Rhumbline Advisers | 69,210 | $4.66M | 0.00% | −3,088−4.3% | Reduced |
| Engineers Gate Manager LP | 61,662 | $4.15M | 0.08% | +58,819+2,068.9% | Added |
| Woodard & Co Asset Management Group Inc | 57,645 | $3.88M | 0.87% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 56,853 | $3.83M | 0.06% | +56,853 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 55,769 | $3.75M | 0.00% | −4,770−7.9% | Reduced |
| Rice Hall James & Associates, LLC | 55,076 | $3.71M | 0.20% | −96−0.2% | Reduced |
| Legal & General Group Plc | 54,016 | $3.63M | 0.00% | +2,465+4.8% | Added |
| Alliancebernstein L.P. | 53,391 | $3.59M | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 53,371 | $3.59M | 0.00% | −4,261−7.4% | Reduced |
| Citigroup Inc | 53,204 | $3.58M | 0.00% | +35,768+205.1% | Added |
| Twinbeech Capital LP | 52,995 | $3.57M | 0.07% | +39,429+290.6% | Added |
| First Trust Advisors LP | 51,639 | $3.47M | 0.00% | −9,594−15.7% | Reduced |
| Chatham Capital Group, Inc. | 51,532 | $3.47M | 0.57% | +95+0.2% | Added |
| Jane Street Group, LLC | 50,500 | $3.40M | 0.01% | −81,149−61.6% | Reduced |
| Victory Capital Management Inc | 47,943 | $3.23M | 0.00% | +8,695+22.2% | Added |
| Campbell & CO Investment Adviser LLC | 46,808 | $3.15M | 0.23% | +42,946+1,112.0% | Added |
| Dark Forest Capital Management LP | 44,757 | $3.01M | 0.38% | +25,927+137.7% | Added |
| Roundview Capital LLC | 44,378 | $2.99M | 0.22% | −6,033−12.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 43,912 | $2.96M | 0.04% | −13,700−23.8% | Reduced |
| Ameriprise Financial Inc | 43,657 | $2.94M | 0.00% | +656+1.5% | Added |
| Private Advisor Group, LLC | 43,253 | $2.91M | 0.02% | −63−0.1% | Reduced |
| California State Teachers Retirement System | 42,869 | $2.88M | 0.00% | −1,269−2.9% | Reduced |
| Tudor Investment Corp Et Al | 39,131 | $2.63M | 0.03% | +39,131 | New |
| Laurus Investment Counsel Inc. | 28,890 | $2.63M | 1.02% | −27,710−49.0% | Reduced |
| Quantbot Technologies LP | 38,850 | $2.61M | 0.10% | +35,188+960.9% | Added |
| SEI Investments Co | 36,852 | $2.48M | 0.00% | +5,634+18.0% | Added |
| Assenagon Asset Management S.A. | 36,800 | $2.48M | 0.01% | +15,200+70.4% | Added |
| Advantage Alpha Capital Partners LP | 36,168 | $2.43M | 0.55% | +36,168 | New |
| Susquehanna International Group, LLP | 34,841 | $2.34M | 0.00% | −23,783−40.6% | Reduced |
| Wells Fargo & Company | 34,789 | $2.34M | 0.00% | −9,329−21.1% | Reduced |
| Exchange Traded Concepts, LLC | 33,193 | $2.23M | 0.05% | +12,238+58.4% | Added |
| HighTower Advisors, LLC | 31,817 | $2.14M | 0.00% | +20.0% | Added |