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 |
|---|---|---|---|---|---|
| Empowered Funds, LLC | 31,793 | $2.14M | 0.03% | +6,206+24.3% | Added |
| Millington Financial Advisors, LLC | 30,054 | $2.02M | 1.26% | +726+2.5% | Added |
| Occudo Quantitative Strategies LP | 28,211 | $1.90M | 0.35% | +28,211 | New |
| Principal Financial Group Inc | 27,860 | $1.87M | 0.00% | +5,717+25.8% | Added |
| State of New Jersey Common Pension Fund D | 27,711 | $1.86M | 0.01% | +27,711 | New |
| MetLife Investment Management | 27,656 | $1.86M | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 26,874 | $1.81M | 0.00% | +1,582+6.3% | Added |
| Manufacturers Life Insurance Company, The | 26,707 | $1.80M | 0.00% | −572−2.1% | Reduced |
| Corebridge Financial, Inc. | 25,625 | $1.72M | 0.01% | −159−0.6% | Reduced |
| BNP Paribas Arbitrage, SA | 24,908 | $1.68M | 0.00% | −4,289−14.7% | Reduced |
| Voloridge Investment Management, LLC | 24,433 | $1.64M | 0.01% | +12,829+110.6% | Added |
| Great Lakes Advisors, LLC | 24,069 | $1.62M | 0.01% | −3,058−11.3% | Reduced |
| Pathstone Holdings, LLC | 23,645 | $1.59M | 0.01% | +2,927+14.1% | Added |
| Schneider Downs Wealth Management Advisors, LP | 23,643 | $1.59M | 0.33% | −355−1.5% | Reduced |
| Great West Life Assurance Co | 23,207 | $1.56M | 0.00% | −1,615−6.5% | Reduced |
| Taylor Frigon Capital Management LLC | 21,043 | $1.42M | 0.71% | +21,043 | New |
| Ensign Peak Advisors, Inc | 20,648 | $1.39M | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 20,106 | $1.35M | 0.00% | −107−0.5% | Reduced |
| Kensington Investment Counsel, LLC | 20,079 | $1.35M | 0.56% | +667+3.4% | Added |
| Commonwealth Equity Services, LLC | 18,926 | $1.27M | 0.00% | +59+0.3% | Added |
| Creative Planning | 17,562 | $1.18M | 0.00% | +1,630+10.2% | Added |
| American Century Companies Inc | 17,557 | $1.18M | 0.00% | −4,009−18.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 17,231 | $1.16M | 0.12% | +17,231 | New |
| Semanteon Capital Management, LP | 16,999 | $1.14M | 0.78% | +16,999 | New |
| Wealth Enhancement Advisory Services, LLC | 16,514 | $1.11M | 0.00% | +279+1.7% | Added |
| Legato Capital Management LLC | 16,450 | $1.11M | 0.14% | +2,618+18.9% | Added |
| Cynosure Management, LLC | 16,033 | $1.08M | 0.16% | +11,080+223.7% | Added |
| CWM, LLC | 15,731 | $1.06M | 0.00% | −831−5.0% | Reduced |
| Voya Investment Management LLC | 15,702 | $1.06M | 0.00% | −367−2.3% | Reduced |
| Russell Investments Group, Ltd. | 15,547 | $1.05M | 0.00% | −42,649−73.3% | Reduced |
| Kestra Advisory Services, LLC | 15,058 | $1.01M | 0.01% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 14,346 | $965.3K | 0.04% | +5,462+61.5% | Added |
| Chicago Wealth Management, Inc. | 14,000 | $942.1K | 0.50% | 00.0% | Unchanged |
| Truist Financial Corp | 13,955 | $939.0K | 0.00% | +2,977+27.1% | Added |
| Stifel Financial Corp | 13,789 | $927.9K | 0.00% | +4,738+52.3% | Added |
| State Board of Administration of Florida Retirement System | 13,648 | $918.4K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 13,636 | $917.6K | 0.00% | +2,861+26.6% | Added |
| Apexium Financial, LP | 13,246 | $891.3K | 0.06% | 00.0% | Unchanged |
| HRT Financial LP | 13,250 | $891.0K | 0.00% | +13,250 | New |
| Arizona State Retirement System | 12,987 | $873.9K | 0.01% | +384+3.0% | Added |
| AQR Capital Management LLC | 12,857 | $865.1K | 0.00% | −2,103−14.1% | Reduced |
| Valeo Financial Advisors, LLC | 12,077 | $812.7K | 0.02% | +8+0.1% | Added |
| Point72 Asset Management, L.P. | 11,267 | $758.1K | 0.00% | +11,267 | New |
| Meritage Portfolio Management | 11,218 | $755.0K | 0.05% | +70+0.6% | Added |
| Mariner, LLC | 11,196 | $752.3K | 0.00% | +5,318+90.5% | Added |
| Fox Run Management, L.L.C. | 11,016 | $741.3K | 0.16% | +11,016 | 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 |
| XTX Topco Ltd | 10,979 | $738.8K | 0.05% | +10,979 | New |
| HSBC Holdings PLC | 10,710 | $719.0K | 0.00% | +4,858+83.0% | Added |
| Captrust Financial Advisors | 10,200 | $686.4K | 0.00% | −13,444−56.9% | Reduced |
| Intech Investment Management LLC | 10,090 | $679.0K | 0.01% | +10,090 | New |
| Brevan Howard Capital Management LP | 10,053 | $676.5K | 0.03% | +10,053 | New |
| RBF Capital, LLC | 10,000 | $672.9K | 0.03% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 9,900 | $666.2K | 0.02% | −30.0% | Reduced |
| CI Private Wealth, LLC | 9,382 | $631.3K | 0.00% | +21+0.2% | Added |
| State of Wisconsin Investment Board | 9,120 | $613.7K | 0.00% | +3,897+74.6% | Added |
| ProShare Advisors LLC | 9,049 | $608.9K | 0.00% | +2,624+40.8% | Added |
| Valtinson Bruner Financial Planning LLC | 9,017 | $606.8K | 0.21% | 00.0% | Unchanged |
| JustInvest LLC | 8,824 | $593.8K | 0.01% | +17+0.2% | Added |
| Arrowstreet Capital, Limited Partnership | 8,565 | $576.3K | 0.00% | −16,078−65.2% | Reduced |
| Dodds Wealth, LLC | 8,742 | $557.6K | 0.19% | 00.0% | Unchanged |
| Comerica Bank | 8,177 | $550.2K | 0.00% | +1,471+21.9% | Added |
| Schonfeld Strategic Advisors LLC | 8,105 | $545.4K | 0.00% | +8,105 | New |
| State of Wyoming | 7,784 | $523.8K | 0.07% | +1,407+22.1% | Added |
| Moran Wealth Management, LLC | 7,745 | $521.2K | 0.02% | +2,044+35.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 7,587 | $510.5K | 0.03% | +7,587 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,380 | $496.6K | 0.00% | 00.0% | Unchanged |
| HMS Capital Management, LLC | 7,087 | $476.9K | 0.23% | 00.0% | Unchanged |
| Commerce Bank | 7,023 | $472.6K | 0.00% | −240−3.3% | Reduced |
| Point72 (DIFC) Ltd | 6,551 | $440.8K | 0.03% | +6,551 | New |
| Balyasny Asset Management LLC | 6,307 | $424.4K | 0.00% | +6,307 | New |
| FORA Capital, LLC | 6,258 | $421.1K | 0.05% | +6,258 | New |
| Country Club Bank | 6,294 | $420.6K | 0.03% | 00.0% | Unchanged |
| CWM Advisors, LLC | 6,158 | $414.4K | 0.04% | +1,401+29.5% | Added |
| Mayflower Financial Advisors, LLC | 6,113 | $411.3K | 0.06% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 6,037 | $406.2K | 0.04% | +6,037 | New |
| Gotham Asset Management, LLC | 5,918 | $398.2K | 0.00% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 5,898 | $396.9K | 0.11% | −292−4.7% | Reduced |
| First Financial Bankshares Inc | 5,846 | $393.4K | 0.01% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 5,732 | $385.7K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 5,634 | $378.0K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 5,436 | $365.8K | 0.00% | +147+2.8% | Added |
| CBIZ Investment Advisory Services, LLC | 5,389 | $362.6K | 0.02% | 00.0% | Unchanged |
| Burton Enright Welch | 5,284 | $355.6K | 0.08% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 4,787 | $322.1K | 0.07% | +4,787 | New |
| Ameritas Investment Partners, Inc. | 4,783 | $321.8K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,717 | $317.4K | 0.00% | −70−1.5% | Reduced |
| Sanctuary Advisors, LLC | 3,889 | $314.2K | 0.00% | +3,889 | New |
| O'Shaughnessy Asset Management, LLC | 4,683 | $306.3K | 0.00% | +622+15.3% | Added |
| Janney Montgomery Scott LLC | 4,522 | $304.0K | 0.00% | +22+0.5% | Added |
| Sawgrass Asset Management LLC | 4,477 | $301.3K | 0.03% | −143−3.1% | Reduced |
| Glenmede Trust Co NA | 4,425 | $297.8K | 0.00% | +633+16.7% | Added |
| Kavar Capital Partners Group, LLC | 4,285 | $288.3K | 0.05% | 00.0% | Unchanged |
| Jump Financial, LLC | 4,012 | $270.0K | 0.01% | +4,012 | New |
| Fifth Third Bancorp | 3,928 | $264.3K | 0.00% | +3,928 | New |
| Bleakley Financial Group, LLC | 3,780 | $254.4K | 0.01% | −3−0.1% | Reduced |
| Quest Partners LLC | 3,746 | $252.1K | 0.02% | +3,284+710.8% | Added |
| Northwest Investment Counselors, LLC | 3,650 | $245.6K | 0.06% | +3,650 | New |
| Flaharty Asset Management, LLC | 3,492 | $235.0K | 0.03% | 00.0% | Unchanged |