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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 42,803 | $3.50M | 0.00% | +8,014+23.0% | Added |
| Roundview Capital LLC | 44,300 | $3.63M | 0.25% | −78−0.2% | Reduced |
| ExodusPoint Capital Management, LP | 44,411 | $3.63M | 0.04% | +44,411 | New |
| Great Lakes Advisors, LLC | 46,307 | $3.79M | 0.03% | +22,238+92.4% | Added |
| Advantage Alpha Capital Partners LP | 48,299 | $3.95M | 0.93% | +12,131+33.5% | Added |
| Chatham Capital Group, Inc. | 50,987 | $4.17M | 0.69% | −545−1.1% | Reduced |
| Marshall Wace, LLP | 53,375 | $4.37M | 0.01% | −36,821−40.8% | Reduced |
| Emmett Investment Management, LP | 53,782 | $4.40M | 3.95% | +53,782 | New |
| Alliancebernstein L.P. | 53,996 | $4.42M | 0.00% | +605+1.1% | Added |
| Ameriprise Financial Inc | 54,518 | $4.46M | 0.00% | +10,861+24.9% | Added |
| Legal & General Group Plc | 55,846 | $4.57M | 0.00% | +1,830+3.4% | Added |
| Woodard & Co Asset Management Group Inc | 57,645 | $4.72M | 1.02% | 00.0% | Unchanged |
| Victory Capital Management Inc | 58,898 | $4.82M | 0.00% | +10,955+22.9% | Added |
| Retirement Systems of Alabama | 59,288 | $4.85M | 0.02% | −26,906−31.2% | Reduced |
| Citigroup Inc | 65,234 | $5.34M | 0.01% | +12,030+22.6% | Added |
| Rhumbline Advisers | 69,662 | $5.70M | 0.01% | +452+0.7% | Added |
| Susquehanna International Group, LLP | 74,245 | $6.08M | 0.01% | +39,404+113.1% | Added |
| Envestnet Asset Management Inc | 74,964 | $6.13M | 0.00% | +4,145+5.9% | Added |
| STRS Ohio | 78,300 | $6.41M | 0.03% | +4,300+5.8% | Added |
| New York State Common Retirement Fund | 79,695 | $6.52M | 0.01% | −3,784−4.5% | Reduced |
| King Luther Capital Management Corp | 82,135 | $6.72M | 0.03% | +8,365+11.3% | Added |
| Bridge City Capital, LLC | 84,479 | $6.91M | 1.84% | +6,451+8.3% | Added |
| Barclays PLC | 85,610 | $7.01M | 0.00% | +6,899+8.8% | Added |
| Argent Capital Management LLC | 86,079 | $7.04M | 0.20% | +10,098+13.3% | Added |
| Swiss National Bank | 88,900 | $7.27M | 0.00% | +600+0.7% | Added |
| Bancreek Capital Management, LP | 91,730 | $7.51M | 7.32% | −58,482−38.9% | Reduced |
| Two Sigma Advisers, LP | 92,023 | $7.53M | 0.02% | −6,800−6.9% | Reduced |
| UBS Group AG | 94,931 | $7.77M | 0.00% | +41,560+77.9% | Added |
| Janus Henderson Group PLC | 98,781 | $8.08M | 0.00% | +12,817+14.9% | Added |
| Qube Research & Technologies Ltd | 108,618 | $8.89M | 0.01% | −155,728−58.9% | Reduced |
| Pacific Capital Partners Ltd | 117,500 | $9.62M | 5.66% | +5,000+4.4% | Added |
| Public Employees Retirement System of Ohio | 120,149 | $9.83M | 0.03% | −60.0% | Reduced |
| Neuberger Berman Group LLC | 130,385 | $10.7M | 0.01% | −680,771−83.9% | Reduced |
| UBS Asset Management Americas Inc | 135,594 | $11.1M | 0.00% | +17,810+15.1% | Added |
| First Manhattan Co | 145,580 | $11.9M | 0.03% | −550−0.4% | Reduced |
| Norges Bank | 147,815 | $12.1M | 0.00% | −10,788−6.8% | Reduced |
| Segall Bryant & Hamill, LLC | 148,521 | $12.2M | 0.17% | +24,622+19.9% | Added |
| Bank of New York Mellon Corp | 150,082 | $12.3M | 0.00% | −617−0.4% | Reduced |
| Deutsche Bank AG | 150,263 | $12.3M | 0.00% | +14,626+10.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 152,368 | $12.6M | 0.04% | +19,444+14.6% | Added |
| Fiera Capital Corp | 204,620 | $16.7M | 0.05% | +26,265+14.7% | Added |
| Royal Bank of Canada | 207,806 | $17.0M | 0.00% | +14,310+7.4% | Added |
| Royce & Associates LP | 208,919 | $17.1M | 0.16% | +13,738+7.0% | Added |
| Nuveen Asset Management, LLC | 244,080 | $20.0M | 0.01% | +112,569+85.6% | Added |
| SG Capital Management LLC | 251,044 | $20.5M | 2.26% | +251,044 | New |
| Waters Parkerson & Co., LLC | 285,755 | $23.4M | 1.23% | +285,755 | New |
| Citadel Advisors LLC | 301,247 | $24.7M | 0.02% | +209,457+228.2% | Added |
| Summit Creek Advisors LLC | 304,076 | $24.9M | 3.27% | +50,435+19.9% | Added |
| Public Employees Retirement Association of Colorado | 311,696 | $25.5M | 0.10% | +43,687+16.3% | Added |
| Handelsbanken Fonder AB | 322,000 | $26.3M | 0.10% | +30,000+10.3% | Added |
| Artemis Investment Management LLP | 393,910 | $32.2M | 0.46% | +61,376+18.5% | Added |
| Macquarie Group Ltd | 396,685 | $32.5M | 0.04% | −76,166−16.1% | Reduced |
| Wellington Management Group LLP | 401,552 | $32.9M | 0.01% | +401,552 | New |
| Bessemer Group Inc | 411,703 | $33.7M | 0.05% | +11,499+2.9% | Added |
| Blair William & Co | 422,866 | $34.6M | 0.10% | +17,024+4.2% | Added |
| Geneva Capital Management LLC | 423,407 | $34.6M | 0.60% | +140,493+49.7% | Added |
| Fenimore Asset Management Inc | 431,375 | $35.3M | 0.74% | −1,056−0.2% | Reduced |
| Bank of America Corp | 431,750 | $35.3M | 0.00% | +14,006+3.4% | Added |
| Neumeier Poma Investment Counsel LLC | 456,062 | $37.3M | 3.62% | +10,862+2.4% | Added |
| Goldman Sachs Group Inc | 514,124 | $42.1M | 0.01% | +207,206+67.5% | Added |
| Charles Schwab Investment Management Inc | 535,880 | $43.9M | 0.01% | +10,550+2.0% | Added |
| Granite Investment Partners, LLC | 561,249 | $45.9M | 1.99% | −23,129−4.0% | Reduced |
| Price T Rowe Associates Inc | 649,314 | $53.1M | 0.01% | −109,196−14.4% | Reduced |
| JPMorgan Chase & Co | 702,362 | $57.5M | 0.00% | −2,526−0.4% | Reduced |
| Invesco Ltd. | 769,209 | $62.9M | 0.01% | +470,095+157.2% | Added |
| Premier Fund Managers Ltd | 813,698 | $66.4M | 2.37% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 813,868 | $66.6M | 0.44% | −52,049−6.0% | Reduced |
| GW&K Investment Management, LLC | 814,705 | $66.7M | 0.57% | −3,523−0.4% | Reduced |
| Northern Trust Corp | 940,717 | $77.0M | 0.01% | +6,540+0.7% | Added |
| FMR LLC | 978,881 | $80.1M | 0.00% | +384,221+64.6% | Added |
| BloombergSen Inc. | 1,040,332 | $85.1M | 7.38% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,113,967 | $90.4M | 0.14% | −11,799−1.0% | Reduced |
| Geode Capital Management, LLC | 1,109,912 | $90.8M | 0.01% | +838+0.1% | Added |
| Capital World Investors | 1,134,585 | $92.8M | 0.01% | +309,785+37.6% | Added |
| State Street Corp | 1,164,896 | $95.3M | 0.00% | +34,048+3.0% | Added |
| Dimensional Fund Advisors LP | 1,489,478 | $121.9M | 0.03% | −7,190−0.5% | Reduced |
| P2 Capital Partners, LLC | 1,808,955 | $148.0M | 25.14% | +8,423+0.5% | Added |
| Burgundy Asset Management Ltd. | 2,081,380 | $170.3M | 1.72% | +31,253+1.5% | Added |
| Morgan Stanley | 3,063,258 | $250.7M | 0.02% | −51,471−1.7% | Reduced |
| Capital Research Global Investors | 3,526,288 | $288.6M | 0.06% | −405,687−10.3% | Reduced |
| BlackRock, Inc. | 3,694,316 | $302.3M | 0.01% | +65,094+1.8% | Added |
| Vanguard Group Inc | 4,716,456 | $385.9M | 0.01% | +43,784+0.9% | Added |
| Mawer Investment Management Ltd. | 0 | $0 | 0.00% | −205,628−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −105,842−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −80,001−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −61,662−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −56,853−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −52,995−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −46,808−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −44,757−100.0% | Sold out |
| Thompson Siegel & Walmsley LLC | 0 | $0 | 0.00% | −43,912−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −38,850−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −28,211−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −17,557−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −17,231−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −16,999−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −13,250−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −11,267−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −11,016−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −10,979−100.0% | Sold out |