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 | 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, 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 |
|---|---|---|---|---|---|
| Avion Wealth | 7 | $0 | 0.00% | +1+16.7% | Added |
| Simplex Trading, LLC | 9 | $0 | 0.00% | +9 | New |
| Hemington Wealth Management | 14 | $0 | 0.00% | +14 | New |
| Claris Advisors, LLC | 3 | $202 | 0.00% | +3 | New |
| Bokf, NA | 5 | $325 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $404 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $539 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 11 | $735 | 0.00% | −5,796−99.8% | Reduced |
| Riverview Trust Co | 11 | $740 | 0.00% | +11 | New |
| Bell Investment Advisors, Inc | 11 | $741 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 12 | $807 | 0.00% | −14−53.8% | Reduced |
| Hexagon Capital Partners LLC | 14 | $942 | 0.00% | −23−62.2% | Reduced |
| Capital Advisors, Ltd. LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 18 | $1.21K | 0.00% | +6+50.0% | Added |
| Rothschild Investment LLC | 20 | $1.35K | 0.00% | +15+300.0% | Added |
| Massmutual Trust Co FSB | 26 | $1.75K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 41 | $2.76K | 0.00% | +17+70.8% | Added |
| Capital Performance Advisors LLP | 42 | $2.83K | 0.00% | +42 | New |
| Ronald Blue Trust, Inc. | 40 | $2.96K | 0.00% | +40 | New |
| WealthCollab, LLC | 45 | $3.03K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 46 | $3.10K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 47 | $3.16K | 0.00% | +47 | New |
| Sterling Capital Management LLC | 49 | $3.30K | 0.00% | +49 | New |
| Versant Capital Management, Inc | 51 | $3.43K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 64 | $4.31K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 76 | $5.11K | 0.00% | +1+1.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 80 | $5.38K | 0.00% | +2+2.6% | Added |
| Proequities, Inc. | 85 | $5.72K | 0.00% | +65+325.0% | Added |
| GAMMA Investing LLC | 100 | $6.73K | 0.00% | −25−20.0% | Reduced |
| Park Place Capital Corp | 104 | $7.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 109 | $7.33K | 0.00% | +109 | New |
| Farther Finance Advisors, LLC | 111 | $7.46K | 0.00% | −9−7.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 111 | $7.47K | 0.00% | +111 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 144 | $9.69K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 147 | $9.82K | 0.00% | +131+818.8% | Added |
| Principal Securities, Inc. | 170 | $11.4K | 0.00% | +60+54.5% | Added |
| Jones Financial Companies LLLP | 180 | $12.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 190 | $12.8K | 0.00% | −283−59.8% | Reduced |
| Lindbrook Capital, LLC | 197 | $13.3K | 0.00% | +8+4.2% | Added |
| National Bank of Canada | 202 | $13.6K | 0.00% | −1−0.5% | Reduced |
| Quadrant Capital Group LLC | 206 | $13.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 221 | $14.9K | 0.00% | −19−7.9% | Reduced |
| SRS Capital Advisors, Inc. | 235 | $15.8K | 0.00% | −9−3.7% | Reduced |
| First Horizon Advisors, Inc. | 281 | $18.9K | 0.00% | −8−2.8% | Reduced |
| Silicon Valley Capital Partners | 293 | $19.7K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 368 | $24.6K | 0.00% | +216+142.1% | Added |
| Covestor Ltd | 375 | $25.0K | 0.02% | −244−39.4% | Reduced |
| Global Financial Private Client, LLC | 406 | $27.3K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 500 | $33.6K | 0.00% | 00.0% | Unchanged |
| Trust Co | 500 | $33.6K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 500 | $33.6K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 579 | $39.0K | 0.00% | −1,551−72.8% | Reduced |
| Danske Bank A/S | 700 | $47.1K | 0.00% | +700 | New |
| Federated Hermes, Inc. | 744 | $50.1K | 0.00% | +261+54.0% | Added |
| NBT Bank N A | 750 | $50.5K | 0.00% | +750 | New |
| Assetmark, Inc | 755 | $50.8K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 875 | $58.9K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 961 | $64.7K | 0.00% | +344+55.8% | Added |
| Acadian Asset Management LLC | 1,071 | $72.0K | 0.00% | +1,071 | New |
| Quarry LP | 1,094 | $73.6K | 0.02% | +1,077+6,335.3% | Added |
| Johnson Financial Group, Inc. | 1,108 | $74.6K | 0.00% | +103+10.2% | Added |
| KBC Group NV | 1,553 | $105.0K | 0.00% | +356+29.7% | Added |
| Trust Co of Vermont | 1,650 | $111.0K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 1,684 | $113.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,698 | $114.3K | 0.00% | −477−21.9% | Reduced |
| US Bancorp | 1,796 | $120.9K | 0.00% | +249+16.1% | Added |
| Ridgewood Investments LLC | 1,850 | $124.5K | 0.06% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 1,900 | $127.9K | 0.00% | −10,698−84.9% | Reduced |
| Huntington National Bank | 2,029 | $136.5K | 0.00% | +3+0.1% | Added |
| Spectrum Wealth Counsel, LLC | 2,059 | $138.6K | 0.02% | +2,059 | New |
| SG Americas Securities, LLC | 2,366 | $159.0K | 0.00% | −10,955−82.2% | Reduced |
| Tower Research Capital LLC (TRC) | 2,724 | $183.3K | 0.00% | −6,117−69.2% | Reduced |
| Vestcor Inc | 2,774 | $187.0K | 0.01% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 3,000 | $201.9K | 0.16% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 3,040 | $202.0K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 3,020 | $203.2K | 0.00% | −700−18.8% | Reduced |
| Xponance, Inc. | 3,126 | $210.3K | 0.00% | +87+2.9% | Added |
| Pinnacle Financial Partners Inc | 3,142 | $211.4K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 3,211 | $216.1K | 0.00% | +3,211 | New |
| Compass Ion Advisors, LLC | 3,297 | $221.9K | 0.03% | 00.0% | Unchanged |
| nVerses Capital, LLC | 3,300 | $222.1K | 0.10% | +3,300 | New |
| Thoroughbred Financial Services, LLC | 3,342 | $224.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,354 | $225.7K | 0.00% | +1,256+59.9% | Added |
| Aster Capital Management (DIFC) Ltd | 3,398 | $228.7K | 0.05% | +3,398 | New |
| Sanders Morris Harris LLC | 3,400 | $228.8K | 0.04% | 00.0% | Unchanged |
| Prudential Financial Inc | 3,416 | $229.9K | 0.00% | −25−0.7% | Reduced |
| Flaharty Asset Management, LLC | 3,492 | $235.0K | 0.03% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 3,650 | $245.6K | 0.06% | +3,650 | New |
| Quest Partners LLC | 3,746 | $252.1K | 0.02% | +3,284+710.8% | Added |
| Bleakley Financial Group, LLC | 3,780 | $254.4K | 0.01% | −3−0.1% | Reduced |
| Fifth Third Bancorp | 3,928 | $264.3K | 0.00% | +3,928 | New |
| Jump Financial, LLC | 4,012 | $270.0K | 0.01% | +4,012 | New |
| Kavar Capital Partners Group, LLC | 4,285 | $288.3K | 0.05% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 4,425 | $297.8K | 0.00% | +633+16.7% | Added |
| Sawgrass Asset Management LLC | 4,477 | $301.3K | 0.03% | −143−3.1% | Reduced |
| Janney Montgomery Scott LLC | 4,522 | $304.0K | 0.00% | +22+0.5% | Added |
| O'Shaughnessy Asset Management, LLC | 4,683 | $306.3K | 0.00% | +622+15.3% | Added |
| Sanctuary Advisors, LLC | 3,889 | $314.2K | 0.00% | +3,889 | New |
| The PNC Financial Services Group, Inc. | 4,717 | $317.4K | 0.00% | −70−1.5% | Reduced |
| Ameritas Investment Partners, Inc. | 4,783 | $321.8K | 0.01% | 00.0% | Unchanged |