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 | 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, 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 |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | −373−99.5% | Reduced |
| Parkworth Wealth Management, Inc. | 1 | $82 | 0.00% | +1 | New |
| SBI Securities Co., Ltd. | 2 | $164 | 0.00% | +2 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $491 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 9 | $737 | 0.00% | +1+12.5% | Added |
| Allworth Financial LP | 9 | $764 | 0.00% | −32−78.0% | Reduced |
| Bell Investment Advisors, Inc | 11 | $901 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 12 | $982 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 22 | $1.00K | 0.00% | +8+57.1% | Added |
| JFS Wealth Advisors, LLC | 13 | $1.06K | 0.00% | −5−27.8% | Reduced |
| Hexagon Capital Partners LLC | 14 | $1.15K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 20 | $1.80K | 0.00% | −559−96.5% | Reduced |
| Massmutual Trust Co FSB | 26 | $2.13K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 36 | $2.95K | 0.00% | +36 | New |
| WealthCollab, LLC | 45 | $3.68K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 46 | $3.77K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 49 | $4.01K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 60 | $4.91K | 0.00% | +40+200.0% | Added |
| Parallel Advisors, LLC | 61 | $4.99K | 0.00% | −15−19.7% | Reduced |
| CIBC Private Wealth Group, LLC | 64 | $5.30K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 76 | $6.22K | 0.00% | −4−5.0% | Reduced |
| Johnson Financial Group, Inc. | 82 | $7.04K | 0.00% | −1,026−92.6% | Reduced |
| Canada Pension Plan Investment Board | 100 | $8.18K | 0.00% | −1,800−94.7% | Reduced |
| Danske Bank A/S | 100 | $8.18K | 0.00% | −600−85.7% | Reduced |
| Park Place Capital Corp | 104 | $8.51K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 111 | $9.08K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 111 | $9.08K | 0.00% | +60+117.6% | Added |
| MAI Capital Management | 123 | $10.1K | 0.00% | +123 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 144 | $11.8K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 156 | $12.8K | 0.00% | +47+43.1% | Added |
| Principal Securities, Inc. | 170 | $13.9K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 175 | $14.3K | 0.00% | +75+75.0% | Added |
| Jones Financial Companies LLLP | 180 | $14.7K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 189 | $15.5K | 0.00% | −8−4.1% | Reduced |
| TCTC Holdings, LLC | 193 | $15.8K | 0.00% | +193 | New |
| Central Trust Co | 197 | $16.1K | 0.00% | +197 | New |
| National Bank of Canada | 203 | $16.6K | 0.00% | +1+0.5% | Added |
| J.Safra Asset Management Corp | 204 | $16.7K | 0.00% | +57+38.8% | Added |
| Quadrant Capital Group LLC | 206 | $16.9K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 223 | $18.2K | 0.00% | +223 | New |
| SRS Capital Advisors, Inc. | 235 | $19.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 244 | $20.0K | 0.00% | +23+10.4% | Added |
| Silicon Valley Capital Partners | 293 | $24.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 333 | $27.2K | 0.00% | +52+18.5% | Added |
| Proequities, Inc. | 330 | $28.0K | 0.00% | +245+288.2% | Added |
| Global Financial Private Client, LLC | 408 | $33.4K | 0.01% | +2+0.5% | Added |
| Aster Capital Management (DIFC) Ltd | 436 | $35.7K | 0.01% | −2,962−87.2% | Reduced |
| North Star Investment Management Corp. | 470 | $38.5K | 0.00% | +470 | New |
| Ancora Advisors, LLC | 500 | $40.9K | 0.00% | 00.0% | Unchanged |
| Trust Co | 500 | $40.9K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 500 | $40.9K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 557 | $45.6K | 0.01% | +367+193.2% | Added |
| Clark Wealth Partners | 590 | $48.3K | 0.04% | +590 | New |
| Smartleaf Asset Management LLC | 644 | $52.6K | 0.01% | +276+75.0% | Added |
| VisionPoint Advisory Group, LLC | 735 | $59.7K | 0.02% | +735 | New |
| NBT Bank N A | 750 | $61.4K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 755 | $61.8K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 803 | $65.7K | 0.00% | +59+7.9% | Added |
| Fortis Group Advisors, LLC | 875 | $71.6K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 891 | $72.9K | 0.00% | −70−7.3% | Reduced |
| Advisor Group Holdings, Inc. | 1,217 | $99.6K | 0.00% | −2,137−63.7% | Reduced |
| Venturi Wealth Management, LLC | 1,350 | $110.5K | 0.01% | +1,350 | New |
| Tower Research Capital LLC (TRC) | 1,586 | $129.8K | 0.00% | −1,138−41.8% | Reduced |
| Amalgamated Bank | 1,634 | $134.0K | 0.00% | −50−3.0% | Reduced |
| Trust Co of Vermont | 1,650 | $135.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 1,796 | $147.0K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 1,850 | $151.4K | 0.07% | 00.0% | Unchanged |
| KBC Group NV | 2,021 | $165.0K | 0.00% | +468+30.1% | Added |
| Spectrum Wealth Counsel, LLC | 2,059 | $168.5K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 2,220 | $181.7K | 0.00% | +191+9.4% | Added |
| Nisa Investment Advisors, LLC | 2,227 | $182.2K | 0.00% | +529+31.2% | Added |
| ArrowMark Colorado Holdings LLC | 2,492 | $203.9K | 0.00% | +2,492 | New |
| SG Americas Securities, LLC | 2,536 | $208.0K | 0.00% | +170+7.2% | Added |
| Welch & Forbes LLC | 2,647 | $216.6K | 0.00% | +2,647 | New |
| RSM US Wealth Management LLC | 2,683 | $219.0K | 0.00% | +2,683 | New |
| Frank, Rimerman Advisors LLC | 2,750 | $225.0K | 0.02% | +2,750 | New |
| Vestcor Inc | 2,774 | $227.0K | 0.01% | 00.0% | Unchanged |
| Vista Finance, LLC | 2,802 | $229.3K | 0.24% | +2,802 | New |
| Bayesian Capital Management, LP | 2,835 | $232.0K | 0.03% | +2,835 | New |
| Cetera Investment Advisers | 2,850 | $233.2K | 0.00% | +2,850 | New |
| Callahan Advisors, LLC | 2,871 | $234.9K | 0.02% | +2,871 | New |
| Advisors Capital Management, LLC | 2,900 | $237.3K | 0.00% | +2,900 | New |
| Bank of Montreal | 2,927 | $239.5K | 0.00% | +2,927 | New |
| One Wealth Advisors, LLC | 2,929 | $239.7K | 0.04% | +2,929 | New |
| Cross Staff Investments Inc | 3,000 | $245.5K | 0.18% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 3,020 | $247.1K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 3,040 | $248.0K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 3,350 | $256.2K | 0.00% | −66−1.9% | Reduced |
| Pinnacle Financial Partners Inc | 3,142 | $257.1K | 0.01% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 3,297 | $269.8K | 0.03% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 3,342 | $273.0K | 0.02% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 3,340 | $273.3K | 0.03% | −1,137−25.4% | Reduced |
| Sanders Morris Harris LLC | 3,400 | $278.9K | 0.04% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 3,414 | $279.4K | 0.03% | +3,414 | New |
| Xponance, Inc. | 3,425 | $280.3K | 0.00% | +299+9.6% | Added |
| Flaharty Asset Management, LLC | 3,492 | $285.8K | 0.04% | 00.0% | Unchanged |
| Bryce Point Capital, LLC | 3,524 | $288.4K | 0.08% | +3,524 | New |
| Sanctuary Advisors, LLC | 3,547 | $307.0K | 0.00% | −342−8.8% | Reduced |
| Bleakley Financial Group, LLC | 3,765 | $308.1K | 0.01% | −15−0.4% | Reduced |