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, Q4 2024
Institutional positions in CBIZ, Inc. as of Dec 31, 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
- 282
- −3 vs. Q3 2024
- Shares held
- 45.7M
- +936.1K (+2.1%) vs. Q3 2024
- Total value
- $3.74B
- +$725.6M (+24.1%) vs. Q3 2024
- New holders
- 41
- 99 more added
- Sold out
- 44
- 85 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 263 | $2.72B |
| Q2 2025 | 277 | $3.47B |
| Q1 2025 | 290 | $3.39B |
| Q4 2024 | 282 | $3.74B |
| Q3 2024 | 286 | $3.06B |
| Q2 2024 | 276 | $3.43B |
| Q1 2024 | 269 | $4.09B |
| Q4 2023 | 260 | $3.01B |
| Q3 2023 | 245 | $2.27B |
| Q2 2023 | 233 | $2.36B |
| Q1 2023 | 227 | $2.23B |
| Q4 2022 | 228 | $2.09B |
| Q3 2022 | 209 | $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, Q4 2024
Shares, value and share of portfolio for each institution holding CBIZ, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,716,456 | $385.9M | 0.01% | +43,784+0.9% | Added |
| BlackRock, Inc. | 3,694,316 | $302.3M | 0.01% | +65,094+1.8% | Added |
| Capital Research Global Investors | 3,526,288 | $288.6M | 0.06% | −405,687−10.3% | Reduced |
| Morgan Stanley | 3,063,258 | $250.7M | 0.02% | −51,471−1.7% | Reduced |
| Burgundy Asset Management Ltd. | 2,081,380 | $170.3M | 1.72% | +31,253+1.5% | Added |
| P2 Capital Partners, LLC | 1,808,955 | $148.0M | 25.14% | +8,423+0.5% | Added |
| Dimensional Fund Advisors LP | 1,489,478 | $121.9M | 0.03% | −7,190−0.5% | Reduced |
| State Street Corp | 1,164,896 | $95.3M | 0.00% | +34,048+3.0% | Added |
| Capital World Investors | 1,134,585 | $92.8M | 0.01% | +309,785+37.6% | Added |
| Geode Capital Management, LLC | 1,109,912 | $90.8M | 0.01% | +838+0.1% | Added |
| Allspring Global Investments Holdings, LLC | 1,113,967 | $90.4M | 0.14% | −11,799−1.0% | Reduced |
| BloombergSen Inc. | 1,040,332 | $85.1M | 7.38% | 00.0% | Unchanged |
| FMR LLC | 978,881 | $80.1M | 0.00% | +384,221+64.6% | Added |
| Northern Trust Corp | 940,717 | $77.0M | 0.01% | +6,540+0.7% | Added |
| GW&K Investment Management, LLC | 814,705 | $66.7M | 0.57% | −3,523−0.4% | Reduced |
| Silvercrest Asset Management Group LLC | 813,868 | $66.6M | 0.44% | −52,049−6.0% | Reduced |
| Premier Fund Managers Ltd | 813,698 | $66.4M | 2.37% | 00.0% | Unchanged |
| Invesco Ltd. | 769,209 | $62.9M | 0.01% | +470,095+157.2% | Added |
| JPMorgan Chase & Co | 702,362 | $57.5M | 0.00% | −2,526−0.4% | Reduced |
| Price T Rowe Associates Inc | 649,314 | $53.1M | 0.01% | −109,196−14.4% | Reduced |
| Granite Investment Partners, LLC | 561,249 | $45.9M | 1.99% | −23,129−4.0% | Reduced |
| Charles Schwab Investment Management Inc | 535,880 | $43.9M | 0.01% | +10,550+2.0% | Added |
| Goldman Sachs Group Inc | 514,124 | $42.1M | 0.01% | +207,206+67.5% | Added |
| Neumeier Poma Investment Counsel LLC | 456,062 | $37.3M | 3.62% | +10,862+2.4% | Added |
| Bank of America Corp | 431,750 | $35.3M | 0.00% | +14,006+3.4% | Added |
| Fenimore Asset Management Inc | 431,375 | $35.3M | 0.74% | −1,056−0.2% | Reduced |
| Geneva Capital Management LLC | 423,407 | $34.6M | 0.60% | +140,493+49.7% | Added |
| Blair William & Co | 422,866 | $34.6M | 0.10% | +17,024+4.2% | Added |
| Bessemer Group Inc | 411,703 | $33.7M | 0.05% | +11,499+2.9% | Added |
| Wellington Management Group LLP | 401,552 | $32.9M | 0.01% | +401,552 | New |
| Macquarie Group Ltd | 396,685 | $32.5M | 0.04% | −76,166−16.1% | Reduced |
| Artemis Investment Management LLP | 393,910 | $32.2M | 0.46% | +61,376+18.5% | Added |
| Handelsbanken Fonder AB | 322,000 | $26.3M | 0.10% | +30,000+10.3% | Added |
| Public Employees Retirement Association of Colorado | 311,696 | $25.5M | 0.10% | +43,687+16.3% | Added |
| Summit Creek Advisors LLC | 304,076 | $24.9M | 3.27% | +50,435+19.9% | Added |
| Citadel Advisors LLC | 301,247 | $24.7M | 0.02% | +209,457+228.2% | Added |
| Waters Parkerson & Co., LLC | 285,755 | $23.4M | 1.23% | +285,755 | New |
| SG Capital Management LLC | 251,044 | $20.5M | 2.26% | +251,044 | New |
| Nuveen Asset Management, LLC | 244,080 | $20.0M | 0.01% | +112,569+85.6% | Added |
| Royce & Associates LP | 208,919 | $17.1M | 0.16% | +13,738+7.0% | Added |
| Royal Bank of Canada | 207,806 | $17.0M | 0.00% | +14,310+7.4% | Added |
| Fiera Capital Corp | 204,620 | $16.7M | 0.05% | +26,265+14.7% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 152,368 | $12.6M | 0.04% | +19,444+14.6% | Added |
| Deutsche Bank AG | 150,263 | $12.3M | 0.00% | +14,626+10.8% | Added |
| Bank of New York Mellon Corp | 150,082 | $12.3M | 0.00% | −617−0.4% | Reduced |
| Segall Bryant & Hamill, LLC | 148,521 | $12.2M | 0.17% | +24,622+19.9% | Added |
| Norges Bank | 147,815 | $12.1M | 0.00% | −10,788−6.8% | Reduced |
| First Manhattan Co | 145,580 | $11.9M | 0.03% | −550−0.4% | Reduced |
| UBS Asset Management Americas Inc | 135,594 | $11.1M | 0.00% | +17,810+15.1% | Added |
| Neuberger Berman Group LLC | 130,385 | $10.7M | 0.01% | −680,771−83.9% | Reduced |
| Public Employees Retirement System of Ohio | 120,149 | $9.83M | 0.03% | −60.0% | Reduced |
| Pacific Capital Partners Ltd | 117,500 | $9.62M | 5.66% | +5,000+4.4% | Added |
| Qube Research & Technologies Ltd | 108,618 | $8.89M | 0.01% | −155,728−58.9% | Reduced |
| Janus Henderson Group PLC | 98,781 | $8.08M | 0.00% | +12,817+14.9% | Added |
| UBS Group AG | 94,931 | $7.77M | 0.00% | +41,560+77.9% | Added |
| Two Sigma Advisers, LP | 92,023 | $7.53M | 0.02% | −6,800−6.9% | Reduced |
| Bancreek Capital Management, LP | 91,730 | $7.51M | 7.32% | −58,482−38.9% | Reduced |
| Swiss National Bank | 88,900 | $7.27M | 0.00% | +600+0.7% | Added |
| Argent Capital Management LLC | 86,079 | $7.04M | 0.20% | +10,098+13.3% | Added |
| Barclays PLC | 85,610 | $7.01M | 0.00% | +6,899+8.8% | Added |
| Bridge City Capital, LLC | 84,479 | $6.91M | 1.84% | +6,451+8.3% | Added |
| King Luther Capital Management Corp | 82,135 | $6.72M | 0.03% | +8,365+11.3% | Added |
| New York State Common Retirement Fund | 79,695 | $6.52M | 0.01% | −3,784−4.5% | Reduced |
| STRS Ohio | 78,300 | $6.41M | 0.03% | +4,300+5.8% | Added |
| Envestnet Asset Management Inc | 74,964 | $6.13M | 0.00% | +4,145+5.9% | Added |
| Susquehanna International Group, LLP | 74,245 | $6.08M | 0.01% | +39,404+113.1% | Added |
| Rhumbline Advisers | 69,662 | $5.70M | 0.01% | +452+0.7% | Added |
| Citigroup Inc | 65,234 | $5.34M | 0.01% | +12,030+22.6% | Added |
| Retirement Systems of Alabama | 59,288 | $4.85M | 0.02% | −26,906−31.2% | Reduced |
| Victory Capital Management Inc | 58,898 | $4.82M | 0.00% | +10,955+22.9% | Added |
| Woodard & Co Asset Management Group Inc | 57,645 | $4.72M | 1.02% | 00.0% | Unchanged |
| Legal & General Group Plc | 55,846 | $4.57M | 0.00% | +1,830+3.4% | Added |
| Ameriprise Financial Inc | 54,518 | $4.46M | 0.00% | +10,861+24.9% | Added |
| Alliancebernstein L.P. | 53,996 | $4.42M | 0.00% | +605+1.1% | Added |
| Emmett Investment Management, LP | 53,782 | $4.40M | 3.95% | +53,782 | New |
| Marshall Wace, LLP | 53,375 | $4.37M | 0.01% | −36,821−40.8% | Reduced |
| Chatham Capital Group, Inc. | 50,987 | $4.17M | 0.69% | −545−1.1% | Reduced |
| Advantage Alpha Capital Partners LP | 48,299 | $3.95M | 0.93% | +12,131+33.5% | Added |
| Great Lakes Advisors, LLC | 46,307 | $3.79M | 0.03% | +22,238+92.4% | Added |
| ExodusPoint Capital Management, LP | 44,411 | $3.63M | 0.04% | +44,411 | New |
| Roundview Capital LLC | 44,300 | $3.63M | 0.25% | −78−0.2% | Reduced |
| Wells Fargo & Company | 42,803 | $3.50M | 0.00% | +8,014+23.0% | Added |
| Private Advisor Group, LLC | 42,763 | $3.50M | 0.02% | −490−1.1% | Reduced |
| Rice Hall James & Associates, LLC | 42,745 | $3.50M | 0.19% | −12,331−22.4% | Reduced |
| California State Teachers Retirement System | 42,444 | $3.47M | 0.00% | −425−1.0% | Reduced |
| Voloridge Investment Management, LLC | 42,118 | $3.45M | 0.01% | +17,685+72.4% | Added |
| Two Sigma Investments, LP | 41,465 | $3.39M | 0.01% | −66,994−61.8% | Reduced |
| Empowered Funds, LLC | 41,460 | $3.39M | 0.05% | +9,667+30.4% | Added |
| Basswood Capital Management, L.L.C. | 40,355 | $3.30M | 0.19% | +40,355 | New |
| Exchange Traded Concepts, LLC | 40,030 | $3.28M | 0.07% | +6,837+20.6% | Added |
| Susquehanna Fundamental Investments, LLC | 38,590 | $3.16M | 0.05% | +38,590 | New |
| SEI Investments Co | 37,401 | $3.06M | 0.00% | +549+1.5% | Added |
| Russell Investments Group, Ltd. | 36,225 | $2.96M | 0.00% | +20,678+133.0% | Added |
| Teachers Retirement System of the State of Kentucky | 35,296 | $2.89M | 0.03% | +35,296 | New |
| Millington Financial Advisors, LLC | 30,529 | $2.63M | 1.52% | +475+1.6% | Added |
| HighTower Advisors, LLC | 31,822 | $2.60M | 0.00% | +50.0% | Added |
| Principal Financial Group Inc | 31,523 | $2.58M | 0.00% | +3,663+13.1% | Added |
| MetLife Investment Management | 28,936 | $2.37M | 0.01% | +1,280+4.6% | Added |
| Laurus Investment Counsel Inc. | 28,890 | $2.36M | 1.22% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 27,976 | $2.29M | 0.00% | +1,102+4.1% | Added |