CBIZ, Inc.

CBZ

Exchange: NYSE
Industry: Services-Business Services, NEC
SEC CIK: 0000944148

SEC filings (opens in a new tab)

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.

Q3 2024 vs. Q2 2024

How the institutions holding CBIZ, Inc. changed between Q2 2024 and Q3 2024.

All holders in Q3 2024 All holders in Q2 2024

13F holders of CBZ: Q2 2024 compared with Q3 2024
Measure	Q2 2024	Of which not filed for Q3 2024	Q3 2024	Change
Holders	276	2	286	+12
Shares	45.7M	3.53M	44.7M	+2.60M (+6.2%)
Value	$3.38B	$261.9M	$3.01B	−$112.6M (−3.6%)

2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (48)

Institutions that held CBIZ, Inc. at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to CBZ in Q3 2024
Institution	Shares	Value	% of portfolio
BlackRock, Inc.	3,629,222	$244.2M	0.01%
Geneva Capital Management LLC	282,914	$19.0M	0.32%
Citadel Advisors LLC	91,790	$6.18M	0.01%
Squarepoint Ops LLC	85,982	$5.79M	0.02%
Millennium Management LLC	80,001	$5.38M	0.00%
Cubist Systematic Strategies, LLC	56,853	$3.83M	0.06%
Tudor Investment Corp Et Al	39,131	$2.63M	0.03%
Advantage Alpha Capital Partners LP	36,168	$2.43M	0.55%
Occudo Quantitative Strategies LP	28,211	$1.90M	0.35%
State of New Jersey Common Pension Fund D	27,711	$1.86M	0.01%
Taylor Frigon Capital Management LLC	21,043	$1.42M	0.71%
Dynamic Technology Lab Private Ltd	17,231	$1.16M	0.12%
Semanteon Capital Management, LP	16,999	$1.14M	0.78%
HRT Financial LP	13,250	$891.0K	0.00%
Point72 Asset Management, L.P.	11,267	$758.1K	0.00%
Fox Run Management, L.L.C.	11,016	$741.3K	0.16%
Cannon Global Investment Management, LLC	11,000	$740.2K	1.77%
XTX Topco Ltd	10,979	$738.8K	0.05%
Intech Investment Management LLC	10,090	$679.0K	0.01%
Brevan Howard Capital Management LP	10,053	$676.5K	0.03%
Schonfeld Strategic Advisors LLC	8,105	$545.4K	0.00%
Y-Intercept (Hong Kong) Ltd	7,587	$510.5K	0.03%
Point72 (DIFC) Ltd	6,551	$440.8K	0.03%
Balyasny Asset Management LLC	6,307	$424.4K	0.00%
FORA Capital, LLC	6,258	$421.1K	0.05%
Seven Eight Capital, LP	6,037	$406.2K	0.04%
Sherbrooke Park Advisers LLC	4,787	$322.1K	0.07%
Sanctuary Advisors, LLC	3,889	$314.2K	0.00%
Jump Financial, LLC	4,012	$270.0K	0.01%
Fifth Third Bancorp	3,928	$264.3K	0.00%
Northwest Investment Counselors, LLC	3,650	$245.6K	0.06%
Aster Capital Management (DIFC) Ltd	3,398	$228.7K	0.05%
nVerses Capital, LLC	3,300	$222.1K	0.10%
Avantax Advisory Services, Inc.	3,211	$216.1K	0.00%
Spectrum Wealth Counsel, LLC	2,059	$138.6K	0.02%
Acadian Asset Management LLC	1,071	$72.0K	0.00%
NBT Bank N A	750	$50.5K	0.00%
Danske Bank A/S	700	$47.1K	0.00%
Kayne Anderson Rudnick Investment Management LLC	111	$7.47K	0.00%
Parkside Financial Bank & Trust	109	$7.33K	0.00%
Sterling Capital Management LLC	49	$3.30K	0.00%
Frazier Financial Advisors, LLC	47	$3.16K	0.00%
Ronald Blue Trust, Inc.	40	$2.96K	0.00%
Capital Performance Advisors LLP	42	$2.83K	0.00%
Riverview Trust Co	11	$740	0.00%
Claris Advisors, LLC	3	$202	0.00%
Simplex Trading, LLC	9	$0	0.00%
Hemington Wealth Management	14	$0	0.00%

Sold out (36)

Institutions that held CBIZ, Inc. at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of CBZ in Q3 2024
Institution	Shares, Q2 2024	Value, Q2 2024
Select Equity Group, L.P.	1,130,568	$83.8M
FIL Ltd	318,776	$23.6M
ArrowMark Colorado Holdings LLC	219,893	$16.3M
WCM Investment Management, LLC	202,136	$14.9M
Paradice Investment Management LLC	160,227	$11.9M
Rockefeller Capital Management L.P.	115,325	$8.55M
Cardinal Capital Management LLC	97,203	$7.20M
Boston Partners	49,961	$3.70M
Teacher Retirement System of Texas	42,520	$3.15M
Manatuck Hill Partners, LLC	35,800	$2.65M
Panagora Asset Management Inc	33,060	$2.45M
Chase Investment Counsel Corp	32,845	$2.43M
B. Metzler seel. Sohn & Co. AG	31,199	$2.31M
Calamos Advisors LLC	22,149	$1.64M
AXA S.A.	21,800	$1.62M
Martingale Asset Management L P	18,823	$1.39M
SYSTM Wealth Solutions LLC	17,564	$1.30M
D. E. Shaw & Co., Inc.	12,581	$932.3K
Man Group plc	11,616	$860.7K
Harvest Investment Services, LLC	6,498	$481.5K
Inceptionr LLC	6,199	$459.3K
Avantax Planning Partners, Inc.	5,000	$370.5K
Algert Global LLC	4,536	$336.1K
Simplicity Wealth,LLC	3,783	$280.3K
Two West Capital Advisors LLC	3,317	$245.8K
Advisors Capital Management, LLC	2,900	$215.0K
Nebula Research & Development LLC	2,862	$212.1K
Mercer Global Advisors Inc	2,738	$202.9K
One Wealth Advisors, LLC	2,946	$200.5K
Picton Mahoney Asset Management	1,095	$82.0K
Harvest Fund Management Co., Ltd	635	$47.0K
VisionPoint Advisory Group, LLC	544	$40.3K
Ashton Thomas Private Wealth, LLC	203	$15.0K
Mather Group, LLC.	80	$6.28K
Innealta Capital, LLC	18	$1.33K
Global Retirement Partners, LLC	3	$222

Not filed for Q3 2024 yet (2)

Institutions that held CBIZ, Inc. at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CBZ in Q2 2024 that haven't filed for Q3 2024
Institution	Shares, Q2 2024	Value, Q2 2024
BlackRock Inc.	3,530,704	$261.6M
Susquehanna Fundamental Investments, LLC	3,500	$259.4K