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 |
|---|---|---|---|---|---|
| AXA S.A. | 0 | $0 | 0.00% | −21,800−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −18,823−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −17,564−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −12,581−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −11,616−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −6,498−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −6,199−100.0% | Sold out |
| Avantax Planning Partners, Inc. | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −4,536−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −3,783−100.0% | Sold out |
| Two West Capital Advisors LLC | 0 | $0 | 0.00% | −3,317−100.0% | Sold out |
| Advisors Capital Management, LLC | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −2,862−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −2,738−100.0% | Sold out |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,946−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −1,095−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −635−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −544−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −203−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |