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Livermore
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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.

Q4 2024 vs. Q3 2024

How the institutions holding CBIZ, Inc. changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of CBZ: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders2861282−3
Shares44.7M3.65K45.7M+936.1K (+2.1%)
Value$3.01B$245.6K$3.74B+$725.6M (+24.1%)

1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (41)

Institutions that held CBIZ, Inc. at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to CBZ in Q4 2024
InstitutionSharesValue% of portfolio
Wellington Management Group LLP401,552$32.9M0.01%
Waters Parkerson & Co., LLC285,755$23.4M1.23%
SG Capital Management LLC251,044$20.5M2.26%
Emmett Investment Management, LP53,782$4.40M3.95%
ExodusPoint Capital Management, LP44,411$3.63M0.04%
Basswood Capital Management, L.L.C.40,355$3.30M0.19%
Susquehanna Fundamental Investments, LLC38,590$3.16M0.05%
Teachers Retirement System of the State of Kentucky35,296$2.89M0.03%
Numerai GP LLC12,235$1.00M0.27%
Callan Family Office, LLC11,934$976.6K0.06%
Man Group plc11,825$967.6K0.00%
Police & Firemen's Retirement System of New Jersey10,213$835.7K0.01%
KLP Kapitalforvaltning AS9,400$769.2K0.00%
Versor Investments LP7,780$636.6K0.11%
Teacher Retirement System of Texas5,919$484.0K0.00%
Inceptionr LLC4,830$395.2K0.09%
CIBC World Markets Corp4,484$366.9K0.00%
Bryce Point Capital, LLC3,524$288.4K0.08%
Landscape Capital Management, L.L.C.3,414$279.4K0.03%
One Wealth Advisors, LLC2,929$239.7K0.04%
Bank of Montreal2,927$239.5K0.00%
Advisors Capital Management, LLC2,900$237.3K0.00%
Callahan Advisors, LLC2,871$234.9K0.02%
Cetera Investment Advisers2,850$233.2K0.00%
Bayesian Capital Management, LP2,835$232.0K0.03%
Vista Finance, LLC2,802$229.3K0.24%
Frank, Rimerman Advisors LLC2,750$225.0K0.02%
RSM US Wealth Management LLC2,683$219.0K0.00%
Welch & Forbes LLC2,647$216.6K0.00%
ArrowMark Colorado Holdings LLC2,492$203.9K0.00%
Venturi Wealth Management, LLC1,350$110.5K0.01%
VisionPoint Advisory Group, LLC735$59.7K0.02%
Clark Wealth Partners590$48.3K0.04%
North Star Investment Management Corp.470$38.5K0.00%
Mather Group, LLC.223$18.2K0.00%
Central Trust Co197$16.1K0.00%
TCTC Holdings, LLC193$15.8K0.00%
MAI Capital Management123$10.1K0.00%
Bellwether Advisors, LLC36$2.95K0.00%
SBI Securities Co., Ltd.2$1640.00%
Parkworth Wealth Management, Inc.1$820.00%

Sold out (44)

Institutions that held CBIZ, Inc. at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of CBZ in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Mawer Investment Management Ltd.205,628$13.8M
Edgestream Partners, L.P.105,842$7.12M
Millennium Management LLC80,001$5.38M
Engineers Gate Manager LP61,662$4.15M
Cubist Systematic Strategies, LLC56,853$3.83M
Twinbeech Capital LP52,995$3.57M
Campbell & CO Investment Adviser LLC46,808$3.15M
Dark Forest Capital Management LP44,757$3.01M
Thompson Siegel & Walmsley LLC43,912$2.96M
Quantbot Technologies LP38,850$2.61M
Occudo Quantitative Strategies LP28,211$1.90M
American Century Companies Inc17,557$1.18M
Dynamic Technology Lab Private Ltd17,231$1.16M
Semanteon Capital Management, LP16,999$1.14M
HRT Financial LP13,250$891.0K
Point72 Asset Management, L.P.11,267$758.1K
Fox Run Management, L.L.C.11,016$741.3K
XTX Topco Ltd10,979$738.8K
Brevan Howard Capital Management LP10,053$676.5K
Arrowstreet Capital, Limited Partnership8,565$576.3K
Schonfeld Strategic Advisors LLC8,105$545.4K
Moran Wealth Management, LLC7,745$521.2K
Y-Intercept (Hong Kong) Ltd7,587$510.5K
Point72 (DIFC) Ltd6,551$440.8K
FORA Capital, LLC6,258$421.1K
Seven Eight Capital, LP6,037$406.2K
Lazard Asset Management LLC5,634$378.0K
Cresset Asset Management, LLC5,436$365.8K
Sherbrooke Park Advisers LLC4,787$322.1K
Jump Financial, LLC4,012$270.0K
Quest Partners LLC3,746$252.1K
nVerses Capital, LLC3,300$222.1K
Quarry LP1,094$73.6K
Acadian Asset Management LLC1,071$72.0K
Kayne Anderson Rudnick Investment Management LLC111$7.47K
Frazier Financial Advisors, LLC47$3.16K
Ronald Blue Trust, Inc.40$2.96K
Capital Performance Advisors LLP42$2.83K
Riverview Trust Co11$740
TD Waterhouse Canada Inc.11$735
Bokf, NA5$325
Claris Advisors, LLC3$202
Simplex Trading, LLC9$0
Avion Wealth7$0

Not filed for Q4 2024 yet (1)

Institutions that held CBIZ, Inc. at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CBZ in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Northwest Investment Counselors, LLC3,650$245.6K