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