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 |
|---|---|---|---|---|---|
| Roundview Capital LLC | 44,378 | $2.99M | 0.22% | −6,033−12.0% | Reduced |
| Dark Forest Capital Management LP | 44,757 | $3.01M | 0.38% | +25,927+137.7% | Added |
| Campbell & CO Investment Adviser LLC | 46,808 | $3.15M | 0.23% | +42,946+1,112.0% | Added |
| Victory Capital Management Inc | 47,943 | $3.23M | 0.00% | +8,695+22.2% | Added |
| Jane Street Group, LLC | 50,500 | $3.40M | 0.01% | −81,149−61.6% | Reduced |
| Chatham Capital Group, Inc. | 51,532 | $3.47M | 0.57% | +95+0.2% | Added |
| First Trust Advisors LP | 51,639 | $3.47M | 0.00% | −9,594−15.7% | Reduced |
| Twinbeech Capital LP | 52,995 | $3.57M | 0.07% | +39,429+290.6% | Added |
| Citigroup Inc | 53,204 | $3.58M | 0.00% | +35,768+205.1% | Added |
| UBS Group AG | 53,371 | $3.59M | 0.00% | −4,261−7.4% | Reduced |
| Alliancebernstein L.P. | 53,391 | $3.59M | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 54,016 | $3.63M | 0.00% | +2,465+4.8% | Added |
| Rice Hall James & Associates, LLC | 55,076 | $3.71M | 0.20% | −96−0.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 55,769 | $3.75M | 0.00% | −4,770−7.9% | Reduced |
| Cubist Systematic Strategies, LLC | 56,853 | $3.83M | 0.06% | +56,853 | New |
| Woodard & Co Asset Management Group Inc | 57,645 | $3.88M | 0.87% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 61,662 | $4.15M | 0.08% | +58,819+2,068.9% | Added |
| Rhumbline Advisers | 69,210 | $4.66M | 0.00% | −3,088−4.3% | Reduced |
| Envestnet Asset Management Inc | 70,819 | $4.77M | 0.00% | −12,444−14.9% | Reduced |
| King Luther Capital Management Corp | 73,770 | $4.96M | 0.02% | +360+0.5% | Added |
| STRS Ohio | 74,000 | $4.98M | 0.02% | +200+0.3% | Added |
| Argent Capital Management LLC | 75,981 | $5.11M | 0.14% | +2,767+3.8% | Added |
| Bridge City Capital, LLC | 78,028 | $5.25M | 1.44% | +21,070+37.0% | Added |
| Barclays PLC | 78,711 | $5.30M | 0.00% | +61,679+362.1% | Added |
| Millennium Management LLC | 80,001 | $5.38M | 0.00% | +80,001 | New |
| New York State Common Retirement Fund | 83,479 | $5.62M | 0.01% | −3,507−4.0% | Reduced |
| Janus Henderson Group PLC | 85,964 | $5.78M | 0.00% | +2,664+3.2% | Added |
| Squarepoint Ops LLC | 85,982 | $5.79M | 0.02% | +85,982 | New |
| Retirement Systems of Alabama | 86,194 | $5.80M | 0.02% | +8,032+10.3% | Added |
| Swiss National Bank | 88,300 | $5.94M | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 90,196 | $6.07M | 0.01% | +70,132+349.5% | Added |
| Citadel Advisors LLC | 91,790 | $6.18M | 0.01% | +91,790 | New |
| Two Sigma Advisers, LP | 98,823 | $6.65M | 0.02% | −1,800−1.8% | Reduced |
| Edgestream Partners, L.P. | 105,842 | $7.12M | 0.31% | +20,906+24.6% | Added |
| Two Sigma Investments, LP | 108,459 | $7.30M | 0.02% | +1,121+1.0% | Added |
| Pacific Capital Partners Ltd | 112,500 | $7.57M | 4.43% | +25,000+28.6% | Added |
| UBS Asset Management Americas Inc | 117,784 | $7.93M | 0.00% | −11,157−8.7% | Reduced |
| Public Employees Retirement System of Ohio | 120,155 | $8.09M | 0.03% | +12,867+12.0% | Added |
| Segall Bryant & Hamill, LLC | 123,899 | $8.34M | 0.11% | −5,056−3.9% | Reduced |
| Nuveen Asset Management, LLC | 131,511 | $8.85M | 0.00% | −37,174−22.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 132,924 | $9.06M | 0.03% | +132,042+14,970.7% | Added |
| Deutsche Bank AG | 135,637 | $9.13M | 0.00% | +13,321+10.9% | Added |
| First Manhattan Co | 146,130 | $9.83M | 0.03% | −275−0.2% | Reduced |
| Bancreek Capital Management, LP | 150,212 | $10.1M | 6.38% | +49,629+49.3% | Added |
| Bank of New York Mellon Corp | 150,699 | $10.1M | 0.00% | −36,799−19.6% | Reduced |
| Norges Bank | 158,603 | $10.7M | 0.00% | −134,117−45.8% | Reduced |
| Fiera Capital Corp | 178,355 | $12.0M | 0.04% | +3,475+2.0% | Added |
| Royal Bank of Canada | 193,496 | $13.0M | 0.00% | +21,360+12.4% | Added |
| Royce & Associates LP | 195,181 | $13.1M | 0.12% | 00.0% | Unchanged |
| Mawer Investment Management Ltd. | 205,628 | $13.8M | 0.06% | −585,934−74.0% | Reduced |
| Summit Creek Advisors LLC | 253,641 | $17.1M | 2.32% | +36,873+17.0% | Added |
| Qube Research & Technologies Ltd | 264,346 | $17.8M | 0.03% | +100,602+61.4% | Added |
| Public Employees Retirement Association of Colorado | 268,009 | $18.0M | 0.07% | −72,115−21.2% | Reduced |
| Geneva Capital Management LLC | 282,914 | $19.0M | 0.32% | +282,914 | New |
| Handelsbanken Fonder AB | 292,000 | $19.6M | 0.08% | +280,000+2,333.3% | Added |
| Invesco Ltd. | 299,114 | $20.1M | 0.00% | +92,768+45.0% | Added |
| Goldman Sachs Group Inc | 306,918 | $20.7M | 0.00% | −51,928−14.5% | Reduced |
| Artemis Investment Management LLP | 332,534 | $22.4M | 0.34% | +61,754+22.8% | Added |
| Bessemer Group Inc | 400,204 | $26.9M | 0.04% | +59,005+17.3% | Added |
| Blair William & Co | 405,842 | $27.3M | 0.08% | +100,826+33.1% | Added |
| Bank of America Corp | 417,744 | $28.1M | 0.00% | +5,206+1.3% | Added |
| Fenimore Asset Management Inc | 432,431 | $29.1M | 0.59% | −16,105−3.6% | Reduced |
| Neumeier Poma Investment Counsel LLC | 445,200 | $30.0M | 2.85% | −217,040−32.8% | Reduced |
| Macquarie Group Ltd | 472,851 | $31.8M | 0.03% | −43,847−8.5% | Reduced |
| Charles Schwab Investment Management Inc | 525,330 | $35.3M | 0.01% | +9,872+1.9% | Added |
| Granite Investment Partners, LLC | 584,378 | $39.3M | 1.68% | +3,476+0.6% | Added |
| FMR LLC | 594,660 | $40.0M | 0.00% | +127,822+27.4% | Added |
| JPMorgan Chase & Co | 704,888 | $47.4M | 0.00% | +48,979+7.5% | Added |
| Price T Rowe Associates Inc | 758,510 | $51.0M | 0.01% | −19,059−2.5% | Reduced |
| Premier Fund Managers Ltd | 813,698 | $54.4M | 1.93% | +100,000+14.0% | Added |
| Neuberger Berman Group LLC | 811,156 | $54.6M | 0.04% | −378,034−31.8% | Reduced |
| GW&K Investment Management, LLC | 818,228 | $55.1M | 0.47% | −21,501−2.6% | Reduced |
| Capital World Investors | 824,800 | $55.5M | 0.01% | +1,478+0.2% | Added |
| Silvercrest Asset Management Group LLC | 865,917 | $58.3M | 0.40% | −12,063−1.4% | Reduced |
| Northern Trust Corp | 934,177 | $62.9M | 0.01% | +12,636+1.4% | Added |
| BloombergSen Inc. | 1,040,332 | $70.0M | 5.90% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 1,109,074 | $74.6M | 0.01% | +11,615+1.1% | Added |
| Allspring Global Investments Holdings, LLC | 1,125,766 | $75.8M | 0.12% | +11,401+1.0% | Added |
| State Street Corp | 1,130,848 | $76.1M | 0.00% | +10,555+0.9% | Added |
| Dimensional Fund Advisors LP | 1,496,668 | $100.7M | 0.02% | −116,833−7.2% | Reduced |
| P2 Capital Partners, LLC | 1,800,532 | $121.2M | 13.83% | +696,524+63.1% | Added |
| Burgundy Asset Management Ltd. | 2,050,127 | $138.0M | 1.37% | −169,886−7.7% | Reduced |
| Morgan Stanley | 3,114,729 | $209.6M | 0.02% | +167,607+5.7% | Added |
| BlackRock, Inc. | 3,629,222 | $244.2M | 0.01% | +3,629,222 | New |
| Capital Research Global Investors | 3,931,975 | $264.6M | 0.05% | +114,396+3.0% | Added |
| Vanguard Group Inc | 4,672,672 | $314.4M | 0.01% | +33,188+0.7% | Added |
| Select Equity Group, L.P. | 0 | $0 | 0.00% | −1,130,568−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −318,776−100.0% | Sold out |
| ArrowMark Colorado Holdings LLC | 0 | $0 | 0.00% | −219,893−100.0% | Sold out |
| WCM Investment Management, LLC | 0 | $0 | 0.00% | −202,136−100.0% | Sold out |
| Paradice Investment Management LLC | 0 | $0 | 0.00% | −160,227−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −115,325−100.0% | Sold out |
| Cardinal Capital Management LLC | 0 | $0 | 0.00% | −97,203−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −49,961−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −42,520−100.0% | Sold out |
| Manatuck Hill Partners, LLC | 0 | $0 | 0.00% | −35,800−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −33,060−100.0% | Sold out |
| Chase Investment Counsel Corp | 0 | $0 | 0.00% | −32,845−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. AG | 0 | $0 | 0.00% | −31,199−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −22,149−100.0% | Sold out |