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 |
|---|---|---|---|---|---|
| Sherbrooke Park Advisers LLC | 4,787 | $322.1K | 0.07% | +4,787 | New |
| Burton Enright Welch | 5,284 | $355.6K | 0.08% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 5,389 | $362.6K | 0.02% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 5,436 | $365.8K | 0.00% | +147+2.8% | Added |
| Lazard Asset Management LLC | 5,634 | $378.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 5,732 | $385.7K | 0.00% | 00.0% | Unchanged |
| First Financial Bankshares Inc | 5,846 | $393.4K | 0.01% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 5,898 | $396.9K | 0.11% | −292−4.7% | Reduced |
| Gotham Asset Management, LLC | 5,918 | $398.2K | 0.00% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 6,037 | $406.2K | 0.04% | +6,037 | New |
| Mayflower Financial Advisors, LLC | 6,113 | $411.3K | 0.06% | 00.0% | Unchanged |
| CWM Advisors, LLC | 6,158 | $414.4K | 0.04% | +1,401+29.5% | Added |
| Country Club Bank | 6,294 | $420.6K | 0.03% | 00.0% | Unchanged |
| FORA Capital, LLC | 6,258 | $421.1K | 0.05% | +6,258 | New |
| Balyasny Asset Management LLC | 6,307 | $424.4K | 0.00% | +6,307 | New |
| Point72 (DIFC) Ltd | 6,551 | $440.8K | 0.03% | +6,551 | New |
| Commerce Bank | 7,023 | $472.6K | 0.00% | −240−3.3% | Reduced |
| HMS Capital Management, LLC | 7,087 | $476.9K | 0.23% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,380 | $496.6K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 7,587 | $510.5K | 0.03% | +7,587 | New |
| Moran Wealth Management, LLC | 7,745 | $521.2K | 0.02% | +2,044+35.9% | Added |
| State of Wyoming | 7,784 | $523.8K | 0.07% | +1,407+22.1% | Added |
| Schonfeld Strategic Advisors LLC | 8,105 | $545.4K | 0.00% | +8,105 | New |
| Comerica Bank | 8,177 | $550.2K | 0.00% | +1,471+21.9% | Added |
| Dodds Wealth, LLC | 8,742 | $557.6K | 0.19% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 8,565 | $576.3K | 0.00% | −16,078−65.2% | Reduced |
| JustInvest LLC | 8,824 | $593.8K | 0.01% | +17+0.2% | Added |
| Valtinson Bruner Financial Planning LLC | 9,017 | $606.8K | 0.21% | 00.0% | Unchanged |
| ProShare Advisors LLC | 9,049 | $608.9K | 0.00% | +2,624+40.8% | Added |
| State of Wisconsin Investment Board | 9,120 | $613.7K | 0.00% | +3,897+74.6% | Added |
| CI Private Wealth, LLC | 9,382 | $631.3K | 0.00% | +21+0.2% | Added |
| CAPROCK Group, Inc. | 9,900 | $666.2K | 0.02% | −30.0% | Reduced |
| RBF Capital, LLC | 10,000 | $672.9K | 0.03% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 10,053 | $676.5K | 0.03% | +10,053 | New |
| Intech Investment Management LLC | 10,090 | $679.0K | 0.01% | +10,090 | New |
| Captrust Financial Advisors | 10,200 | $686.4K | 0.00% | −13,444−56.9% | Reduced |
| HSBC Holdings PLC | 10,710 | $719.0K | 0.00% | +4,858+83.0% | Added |
| XTX Topco Ltd | 10,979 | $738.8K | 0.05% | +10,979 | New |
| Next Capital Management LLC | 11,000 | $740.2K | 0.30% | 00.0% | Unchanged |
| Cannon Global Investment Management, LLC | 11,000 | $740.2K | 1.77% | +11,000 | New |
| Fox Run Management, L.L.C. | 11,016 | $741.3K | 0.16% | +11,016 | New |
| Mariner, LLC | 11,196 | $752.3K | 0.00% | +5,318+90.5% | Added |
| Meritage Portfolio Management | 11,218 | $755.0K | 0.05% | +70+0.6% | Added |
| Point72 Asset Management, L.P. | 11,267 | $758.1K | 0.00% | +11,267 | New |
| Valeo Financial Advisors, LLC | 12,077 | $812.7K | 0.02% | +8+0.1% | Added |
| AQR Capital Management LLC | 12,857 | $865.1K | 0.00% | −2,103−14.1% | Reduced |
| Arizona State Retirement System | 12,987 | $873.9K | 0.01% | +384+3.0% | Added |
| HRT Financial LP | 13,250 | $891.0K | 0.00% | +13,250 | New |
| Apexium Financial, LP | 13,246 | $891.3K | 0.06% | 00.0% | Unchanged |
| Cerity Partners LLC | 13,636 | $917.6K | 0.00% | +2,861+26.6% | Added |
| State Board of Administration of Florida Retirement System | 13,648 | $918.4K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 13,789 | $927.9K | 0.00% | +4,738+52.3% | Added |
| Truist Financial Corp | 13,955 | $939.0K | 0.00% | +2,977+27.1% | Added |
| Chicago Wealth Management, Inc. | 14,000 | $942.1K | 0.50% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 14,346 | $965.3K | 0.04% | +5,462+61.5% | Added |
| Kestra Advisory Services, LLC | 15,058 | $1.01M | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 15,547 | $1.05M | 0.00% | −42,649−73.3% | Reduced |
| Voya Investment Management LLC | 15,702 | $1.06M | 0.00% | −367−2.3% | Reduced |
| CWM, LLC | 15,731 | $1.06M | 0.00% | −831−5.0% | Reduced |
| Cynosure Management, LLC | 16,033 | $1.08M | 0.16% | +11,080+223.7% | Added |
| Legato Capital Management LLC | 16,450 | $1.11M | 0.14% | +2,618+18.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 16,514 | $1.11M | 0.00% | +279+1.7% | Added |
| Semanteon Capital Management, LP | 16,999 | $1.14M | 0.78% | +16,999 | New |
| Dynamic Technology Lab Private Ltd | 17,231 | $1.16M | 0.12% | +17,231 | New |
| American Century Companies Inc | 17,557 | $1.18M | 0.00% | −4,009−18.6% | Reduced |
| Creative Planning | 17,562 | $1.18M | 0.00% | +1,630+10.2% | Added |
| Commonwealth Equity Services, LLC | 18,926 | $1.27M | 0.00% | +59+0.3% | Added |
| Kensington Investment Counsel, LLC | 20,079 | $1.35M | 0.56% | +667+3.4% | Added |
| LPL Financial LLC | 20,106 | $1.35M | 0.00% | −107−0.5% | Reduced |
| Ensign Peak Advisors, Inc | 20,648 | $1.39M | 0.00% | 00.0% | Unchanged |
| Taylor Frigon Capital Management LLC | 21,043 | $1.42M | 0.71% | +21,043 | New |
| Great West Life Assurance Co | 23,207 | $1.56M | 0.00% | −1,615−6.5% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 23,643 | $1.59M | 0.33% | −355−1.5% | Reduced |
| Pathstone Holdings, LLC | 23,645 | $1.59M | 0.01% | +2,927+14.1% | Added |
| Great Lakes Advisors, LLC | 24,069 | $1.62M | 0.01% | −3,058−11.3% | Reduced |
| Voloridge Investment Management, LLC | 24,433 | $1.64M | 0.01% | +12,829+110.6% | Added |
| BNP Paribas Arbitrage, SA | 24,908 | $1.68M | 0.00% | −4,289−14.7% | Reduced |
| Corebridge Financial, Inc. | 25,625 | $1.72M | 0.01% | −159−0.6% | Reduced |
| Manufacturers Life Insurance Company, The | 26,707 | $1.80M | 0.00% | −572−2.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 26,874 | $1.81M | 0.00% | +1,582+6.3% | Added |
| MetLife Investment Management | 27,656 | $1.86M | 0.01% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 27,711 | $1.86M | 0.01% | +27,711 | New |
| Principal Financial Group Inc | 27,860 | $1.87M | 0.00% | +5,717+25.8% | Added |
| Occudo Quantitative Strategies LP | 28,211 | $1.90M | 0.35% | +28,211 | New |
| Millington Financial Advisors, LLC | 30,054 | $2.02M | 1.26% | +726+2.5% | Added |
| Empowered Funds, LLC | 31,793 | $2.14M | 0.03% | +6,206+24.3% | Added |
| HighTower Advisors, LLC | 31,817 | $2.14M | 0.00% | +20.0% | Added |
| Exchange Traded Concepts, LLC | 33,193 | $2.23M | 0.05% | +12,238+58.4% | Added |
| Wells Fargo & Company | 34,789 | $2.34M | 0.00% | −9,329−21.1% | Reduced |
| Susquehanna International Group, LLP | 34,841 | $2.34M | 0.00% | −23,783−40.6% | Reduced |
| Advantage Alpha Capital Partners LP | 36,168 | $2.43M | 0.55% | +36,168 | New |
| Assenagon Asset Management S.A. | 36,800 | $2.48M | 0.01% | +15,200+70.4% | Added |
| SEI Investments Co | 36,852 | $2.48M | 0.00% | +5,634+18.0% | Added |
| Quantbot Technologies LP | 38,850 | $2.61M | 0.10% | +35,188+960.9% | Added |
| Laurus Investment Counsel Inc. | 28,890 | $2.63M | 1.02% | −27,710−49.0% | Reduced |
| Tudor Investment Corp Et Al | 39,131 | $2.63M | 0.03% | +39,131 | New |
| California State Teachers Retirement System | 42,869 | $2.88M | 0.00% | −1,269−2.9% | Reduced |
| Private Advisor Group, LLC | 43,253 | $2.91M | 0.02% | −63−0.1% | Reduced |
| Ameriprise Financial Inc | 43,657 | $2.94M | 0.00% | +656+1.5% | Added |
| Thompson Siegel & Walmsley LLC | 43,912 | $2.96M | 0.04% | −13,700−23.8% | Reduced |