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 |
|---|---|---|---|---|---|
| Cannon Global Investment Management, LLC | 3,900 | $319.1K | 0.79% | −7,100−64.5% | Reduced |
| Fifth Third Bancorp | 3,926 | $321.3K | 0.00% | −2−0.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 4,061 | $332.3K | 0.00% | −622−13.3% | Reduced |
| Kavar Capital Partners Group, LLC | 4,105 | $335.9K | 0.06% | −180−4.2% | Reduced |
| The PNC Financial Services Group, Inc. | 4,198 | $343.5K | 0.00% | −519−11.0% | Reduced |
| Glenmede Trust Co NA | 4,219 | $345.2K | 0.00% | −206−4.7% | Reduced |
| CBIZ Investment Advisory Services, LLC | 4,389 | $359.2K | 0.02% | −1,000−18.6% | Reduced |
| CIBC World Markets Corp | 4,484 | $366.9K | 0.00% | +4,484 | New |
| Janney Montgomery Scott LLC | 4,522 | $370.0K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 4,601 | $376.5K | 0.00% | −1,706−27.0% | Reduced |
| Avantax Advisory Services, Inc. | 4,747 | $388.4K | 0.00% | +1,536+47.8% | Added |
| Tudor Investment Corp Et Al | 4,766 | $390.0K | 0.00% | −34,365−87.8% | Reduced |
| Burton Enright Welch | 4,771 | $390.4K | 0.08% | −513−9.7% | Reduced |
| Inceptionr LLC | 4,830 | $395.2K | 0.09% | +4,830 | New |
| CWM Advisors, LLC | 4,856 | $397.4K | 0.04% | −1,302−21.1% | Reduced |
| Ameritas Investment Partners, Inc. | 5,014 | $410.3K | 0.01% | +231+4.8% | Added |
| State of Wisconsin Investment Board | 5,104 | $417.7K | 0.00% | −4,016−44.0% | Reduced |
| State of Wyoming | 5,565 | $455.4K | 0.06% | −2,219−28.5% | Reduced |
| Pictet Asset Management Holding SA | 5,732 | $469.1K | 0.00% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 5,769 | $472.1K | 0.13% | −129−2.2% | Reduced |
| First Financial Bankshares Inc | 5,846 | $478.4K | 0.01% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 5,863 | $479.8K | 0.07% | −250−4.1% | Reduced |
| Teacher Retirement System of Texas | 5,919 | $484.0K | 0.00% | +5,919 | New |
| HSBC Holdings PLC | 5,885 | $484.6K | 0.00% | −4,825−45.1% | Reduced |
| Gotham Asset Management, LLC | 5,933 | $485.5K | 0.00% | +15+0.3% | Added |
| Country Club Bank | 6,294 | $513.8K | 0.03% | 00.0% | Unchanged |
| Commerce Bank | 6,966 | $570.0K | 0.00% | −57−0.8% | Reduced |
| BNP Paribas Arbitrage, SA | 6,992 | $572.2K | 0.00% | −17,916−71.9% | Reduced |
| HMS Capital Management, LLC | 7,078 | $579.2K | 0.28% | −9−0.1% | Reduced |
| Cynosure Management, LLC | 7,486 | $612.6K | 0.09% | −8,547−53.3% | Reduced |
| Versor Investments LP | 7,780 | $636.6K | 0.11% | +7,780 | New |
| JustInvest LLC | 7,808 | $638.9K | 0.01% | −1,016−11.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,006 | $655.1K | 0.00% | +626+8.5% | Added |
| Valtinson Bruner Financial Planning LLC | 8,919 | $729.8K | 0.25% | −98−1.1% | Reduced |
| Dodds Wealth, LLC | 8,742 | $741.3K | 0.24% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 9,400 | $769.2K | 0.00% | +9,400 | New |
| CI Private Wealth, LLC | 9,510 | $778.2K | 0.00% | +128+1.4% | Added |
| Comerica Bank | 9,556 | $782.0K | 0.00% | +1,379+16.9% | Added |
| CAPROCK Group, Inc. | 9,973 | $816.1K | 0.03% | +73+0.7% | Added |
| RBF Capital, LLC | 10,000 | $818.3K | 0.04% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 10,213 | $835.7K | 0.01% | +10,213 | New |
| Captrust Financial Advisors | 10,399 | $851.0K | 0.00% | +199+2.0% | Added |
| Squarepoint Ops LLC | 10,498 | $859.1K | 0.00% | −75,484−87.8% | Reduced |
| Next Capital Management LLC | 11,000 | $900.1K | 0.37% | 00.0% | Unchanged |
| AQR Capital Management LLC | 11,043 | $903.6K | 0.00% | −1,814−14.1% | Reduced |
| Cerity Partners LLC | 13,477 | $906.9K | 0.00% | −159−1.2% | Reduced |
| Meritage Portfolio Management | 11,218 | $918.0K | 0.06% | 00.0% | Unchanged |
| Man Group plc | 11,825 | $967.6K | 0.00% | +11,825 | New |
| Callan Family Office, LLC | 11,934 | $976.6K | 0.06% | +11,934 | New |
| Mariner, LLC | 11,944 | $977.4K | 0.00% | +748+6.7% | Added |
| Valeo Financial Advisors, LLC | 12,077 | $988.3K | 0.03% | 00.0% | Unchanged |
| Numerai GP LLC | 12,235 | $1.00M | 0.27% | +12,235 | New |
| Arizona State Retirement System | 13,112 | $1.07M | 0.01% | +125+1.0% | Added |
| Truist Financial Corp | 13,138 | $1.08M | 0.00% | −817−5.9% | Reduced |
| Apexium Financial, LP | 13,246 | $1.08M | 0.07% | 00.0% | Unchanged |
| ProShare Advisors LLC | 13,497 | $1.10M | 0.00% | +4,448+49.2% | Added |
| State Board of Administration of Florida Retirement System | 13,648 | $1.12M | 0.00% | 00.0% | Unchanged |
| Chicago Wealth Management, Inc. | 14,000 | $1.15M | 0.60% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 14,346 | $1.17M | 0.05% | 00.0% | Unchanged |
| Voya Investment Management LLC | 14,601 | $1.19M | 0.00% | −1,101−7.0% | Reduced |
| CWM, LLC | 14,787 | $1.21M | 0.01% | −944−6.0% | Reduced |
| Kestra Advisory Services, LLC | 15,079 | $1.23M | 0.01% | +21+0.1% | Added |
| Legato Capital Management LLC | 16,450 | $1.35M | 0.18% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 16,612 | $1.36M | 0.00% | +98+0.6% | Added |
| Stifel Financial Corp | 17,236 | $1.41M | 0.00% | +3,447+25.0% | Added |
| First Trust Advisors LP | 18,107 | $1.48M | 0.00% | −33,532−64.9% | Reduced |
| Commonwealth Equity Services, LLC | 18,776 | $1.54M | 0.00% | −150−0.8% | Reduced |
| Taylor Frigon Capital Management LLC | 19,052 | $1.56M | 0.79% | −1,991−9.5% | Reduced |
| LPL Financial LLC | 20,154 | $1.65M | 0.00% | +48+0.2% | Added |
| Kensington Investment Counsel, LLC | 20,211 | $1.65M | 0.69% | +132+0.7% | Added |
| Great West Life Assurance Co | 20,460 | $1.67M | 0.00% | −2,747−11.8% | Reduced |
| Ensign Peak Advisors, Inc | 20,648 | $1.69M | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 21,026 | $1.72M | 0.00% | −29,474−58.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 21,152 | $1.73M | 0.00% | −34,617−62.1% | Reduced |
| Assenagon Asset Management S.A. | 21,600 | $1.77M | 0.00% | −15,200−41.3% | Reduced |
| Intech Investment Management LLC | 23,064 | $1.89M | 0.02% | +12,974+128.6% | Added |
| Schneider Downs Wealth Management Advisors, LP | 23,643 | $1.93M | 0.36% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 23,826 | $1.95M | 0.01% | −1,799−7.0% | Reduced |
| Creative Planning | 24,505 | $2.01M | 0.00% | +6,943+39.5% | Added |
| Manufacturers Life Insurance Company, The | 26,049 | $2.13M | 0.00% | −658−2.5% | Reduced |
| State of New Jersey Common Pension Fund D | 27,237 | $2.23M | 0.01% | −474−1.7% | Reduced |
| Pathstone Holdings, LLC | 27,743 | $2.27M | 0.01% | +4,098+17.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 27,976 | $2.29M | 0.00% | +1,102+4.1% | Added |
| Laurus Investment Counsel Inc. | 28,890 | $2.36M | 1.22% | 00.0% | Unchanged |
| MetLife Investment Management | 28,936 | $2.37M | 0.01% | +1,280+4.6% | Added |
| Principal Financial Group Inc | 31,523 | $2.58M | 0.00% | +3,663+13.1% | Added |
| HighTower Advisors, LLC | 31,822 | $2.60M | 0.00% | +50.0% | Added |
| Millington Financial Advisors, LLC | 30,529 | $2.63M | 1.52% | +475+1.6% | Added |
| Teachers Retirement System of the State of Kentucky | 35,296 | $2.89M | 0.03% | +35,296 | New |
| Russell Investments Group, Ltd. | 36,225 | $2.96M | 0.00% | +20,678+133.0% | Added |
| SEI Investments Co | 37,401 | $3.06M | 0.00% | +549+1.5% | Added |
| Susquehanna Fundamental Investments, LLC | 38,590 | $3.16M | 0.05% | +38,590 | New |
| Exchange Traded Concepts, LLC | 40,030 | $3.28M | 0.07% | +6,837+20.6% | Added |
| Basswood Capital Management, L.L.C. | 40,355 | $3.30M | 0.19% | +40,355 | New |
| Empowered Funds, LLC | 41,460 | $3.39M | 0.05% | +9,667+30.4% | Added |
| Two Sigma Investments, LP | 41,465 | $3.39M | 0.01% | −66,994−61.8% | Reduced |
| Voloridge Investment Management, LLC | 42,118 | $3.45M | 0.01% | +17,685+72.4% | Added |
| California State Teachers Retirement System | 42,444 | $3.47M | 0.00% | −425−1.0% | Reduced |
| Rice Hall James & Associates, LLC | 42,745 | $3.50M | 0.19% | −12,331−22.4% | Reduced |
| Private Advisor Group, LLC | 42,763 | $3.50M | 0.02% | −490−1.1% | Reduced |