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 |
|---|---|---|---|---|---|
| Pathstone Holdings, LLC | 27,743 | $2.27M | 0.01% | +4,098+17.3% | Added |
| State of New Jersey Common Pension Fund D | 27,237 | $2.23M | 0.01% | −474−1.7% | Reduced |
| Manufacturers Life Insurance Company, The | 26,049 | $2.13M | 0.00% | −658−2.5% | Reduced |
| Creative Planning | 24,505 | $2.01M | 0.00% | +6,943+39.5% | Added |
| Corebridge Financial, Inc. | 23,826 | $1.95M | 0.01% | −1,799−7.0% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 23,643 | $1.93M | 0.36% | 00.0% | Unchanged |
| Intech Investment Management LLC | 23,064 | $1.89M | 0.02% | +12,974+128.6% | Added |
| Assenagon Asset Management S.A. | 21,600 | $1.77M | 0.00% | −15,200−41.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 21,152 | $1.73M | 0.00% | −34,617−62.1% | Reduced |
| Jane Street Group, LLC | 21,026 | $1.72M | 0.00% | −29,474−58.4% | Reduced |
| Ensign Peak Advisors, Inc | 20,648 | $1.69M | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 20,460 | $1.67M | 0.00% | −2,747−11.8% | Reduced |
| Kensington Investment Counsel, LLC | 20,211 | $1.65M | 0.69% | +132+0.7% | Added |
| LPL Financial LLC | 20,154 | $1.65M | 0.00% | +48+0.2% | Added |
| Taylor Frigon Capital Management LLC | 19,052 | $1.56M | 0.79% | −1,991−9.5% | Reduced |
| Commonwealth Equity Services, LLC | 18,776 | $1.54M | 0.00% | −150−0.8% | Reduced |
| First Trust Advisors LP | 18,107 | $1.48M | 0.00% | −33,532−64.9% | Reduced |
| Stifel Financial Corp | 17,236 | $1.41M | 0.00% | +3,447+25.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 16,612 | $1.36M | 0.00% | +98+0.6% | Added |
| Legato Capital Management LLC | 16,450 | $1.35M | 0.18% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 15,079 | $1.23M | 0.01% | +21+0.1% | Added |
| CWM, LLC | 14,787 | $1.21M | 0.01% | −944−6.0% | Reduced |
| Voya Investment Management LLC | 14,601 | $1.19M | 0.00% | −1,101−7.0% | Reduced |
| Yarbrough Capital, LLC | 14,346 | $1.17M | 0.05% | 00.0% | Unchanged |
| Chicago Wealth Management, Inc. | 14,000 | $1.15M | 0.60% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 13,648 | $1.12M | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 13,497 | $1.10M | 0.00% | +4,448+49.2% | Added |
| Apexium Financial, LP | 13,246 | $1.08M | 0.07% | 00.0% | Unchanged |
| Truist Financial Corp | 13,138 | $1.08M | 0.00% | −817−5.9% | Reduced |
| Arizona State Retirement System | 13,112 | $1.07M | 0.01% | +125+1.0% | Added |
| Numerai GP LLC | 12,235 | $1.00M | 0.27% | +12,235 | New |
| Valeo Financial Advisors, LLC | 12,077 | $988.3K | 0.03% | 00.0% | Unchanged |
| Mariner, LLC | 11,944 | $977.4K | 0.00% | +748+6.7% | Added |
| Callan Family Office, LLC | 11,934 | $976.6K | 0.06% | +11,934 | New |
| Man Group plc | 11,825 | $967.6K | 0.00% | +11,825 | New |
| Meritage Portfolio Management | 11,218 | $918.0K | 0.06% | 00.0% | Unchanged |
| Cerity Partners LLC | 13,477 | $906.9K | 0.00% | −159−1.2% | Reduced |
| AQR Capital Management LLC | 11,043 | $903.6K | 0.00% | −1,814−14.1% | Reduced |
| Next Capital Management LLC | 11,000 | $900.1K | 0.37% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 10,498 | $859.1K | 0.00% | −75,484−87.8% | Reduced |
| Captrust Financial Advisors | 10,399 | $851.0K | 0.00% | +199+2.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 10,213 | $835.7K | 0.01% | +10,213 | New |
| RBF Capital, LLC | 10,000 | $818.3K | 0.04% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 9,973 | $816.1K | 0.03% | +73+0.7% | Added |
| Comerica Bank | 9,556 | $782.0K | 0.00% | +1,379+16.9% | Added |
| CI Private Wealth, LLC | 9,510 | $778.2K | 0.00% | +128+1.4% | Added |
| KLP Kapitalforvaltning AS | 9,400 | $769.2K | 0.00% | +9,400 | New |
| Dodds Wealth, LLC | 8,742 | $741.3K | 0.24% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 8,919 | $729.8K | 0.25% | −98−1.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,006 | $655.1K | 0.00% | +626+8.5% | Added |
| JustInvest LLC | 7,808 | $638.9K | 0.01% | −1,016−11.5% | Reduced |
| Versor Investments LP | 7,780 | $636.6K | 0.11% | +7,780 | New |
| Cynosure Management, LLC | 7,486 | $612.6K | 0.09% | −8,547−53.3% | Reduced |
| HMS Capital Management, LLC | 7,078 | $579.2K | 0.28% | −9−0.1% | Reduced |
| BNP Paribas Arbitrage, SA | 6,992 | $572.2K | 0.00% | −17,916−71.9% | Reduced |
| Commerce Bank | 6,966 | $570.0K | 0.00% | −57−0.8% | Reduced |
| Country Club Bank | 6,294 | $513.8K | 0.03% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 5,933 | $485.5K | 0.00% | +15+0.3% | Added |
| HSBC Holdings PLC | 5,885 | $484.6K | 0.00% | −4,825−45.1% | Reduced |
| Teacher Retirement System of Texas | 5,919 | $484.0K | 0.00% | +5,919 | New |
| Mayflower Financial Advisors, LLC | 5,863 | $479.8K | 0.07% | −250−4.1% | Reduced |
| First Financial Bankshares Inc | 5,846 | $478.4K | 0.01% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 5,769 | $472.1K | 0.13% | −129−2.2% | Reduced |
| Pictet Asset Management Holding SA | 5,732 | $469.1K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 5,565 | $455.4K | 0.06% | −2,219−28.5% | Reduced |
| State of Wisconsin Investment Board | 5,104 | $417.7K | 0.00% | −4,016−44.0% | Reduced |
| Ameritas Investment Partners, Inc. | 5,014 | $410.3K | 0.01% | +231+4.8% | Added |
| CWM Advisors, LLC | 4,856 | $397.4K | 0.04% | −1,302−21.1% | Reduced |
| Inceptionr LLC | 4,830 | $395.2K | 0.09% | +4,830 | New |
| Burton Enright Welch | 4,771 | $390.4K | 0.08% | −513−9.7% | Reduced |
| Tudor Investment Corp Et Al | 4,766 | $390.0K | 0.00% | −34,365−87.8% | Reduced |
| Avantax Advisory Services, Inc. | 4,747 | $388.4K | 0.00% | +1,536+47.8% | Added |
| Balyasny Asset Management LLC | 4,601 | $376.5K | 0.00% | −1,706−27.0% | Reduced |
| Janney Montgomery Scott LLC | 4,522 | $370.0K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Corp | 4,484 | $366.9K | 0.00% | +4,484 | New |
| CBIZ Investment Advisory Services, LLC | 4,389 | $359.2K | 0.02% | −1,000−18.6% | Reduced |
| Glenmede Trust Co NA | 4,219 | $345.2K | 0.00% | −206−4.7% | Reduced |
| The PNC Financial Services Group, Inc. | 4,198 | $343.5K | 0.00% | −519−11.0% | Reduced |
| Kavar Capital Partners Group, LLC | 4,105 | $335.9K | 0.06% | −180−4.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 4,061 | $332.3K | 0.00% | −622−13.3% | Reduced |
| Fifth Third Bancorp | 3,926 | $321.3K | 0.00% | −2−0.1% | Reduced |
| Cannon Global Investment Management, LLC | 3,900 | $319.1K | 0.79% | −7,100−64.5% | Reduced |
| Bleakley Financial Group, LLC | 3,765 | $308.1K | 0.01% | −15−0.4% | Reduced |
| Sanctuary Advisors, LLC | 3,547 | $307.0K | 0.00% | −342−8.8% | Reduced |
| Bryce Point Capital, LLC | 3,524 | $288.4K | 0.08% | +3,524 | New |
| Flaharty Asset Management, LLC | 3,492 | $285.8K | 0.04% | 00.0% | Unchanged |
| Xponance, Inc. | 3,425 | $280.3K | 0.00% | +299+9.6% | Added |
| Landscape Capital Management, L.L.C. | 3,414 | $279.4K | 0.03% | +3,414 | New |
| Sanders Morris Harris LLC | 3,400 | $278.9K | 0.04% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 3,340 | $273.3K | 0.03% | −1,137−25.4% | Reduced |
| Thoroughbred Financial Services, LLC | 3,342 | $273.0K | 0.02% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 3,297 | $269.8K | 0.03% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 3,142 | $257.1K | 0.01% | 00.0% | Unchanged |
| Prudential Financial Inc | 3,350 | $256.2K | 0.00% | −66−1.9% | Reduced |
| DekaBank Deutsche Girozentrale | 3,040 | $248.0K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 3,020 | $247.1K | 0.00% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 3,000 | $245.5K | 0.18% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 2,929 | $239.7K | 0.04% | +2,929 | New |
| Bank of Montreal | 2,927 | $239.5K | 0.00% | +2,927 | New |
| Advisors Capital Management, LLC | 2,900 | $237.3K | 0.00% | +2,900 | New |