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 |
|---|---|---|---|---|---|
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −10,053−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −8,565−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −8,105−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −7,745−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −7,587−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −6,551−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −6,258−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −6,037−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −5,634−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −5,436−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −4,787−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −4,012−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −3,746−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −1,094−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −1,071−100.0% | Sold out |
| Kayne Anderson Rudnick Investment Management LLC | 0 | $0 | 0.00% | −111−100.0% | Sold out |
| Frazier Financial Advisors, LLC | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Northwest Investment Counselors, LLC | – | – | – | – | Not filed |