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 |
|---|---|---|---|---|---|
| Callahan Advisors, LLC | 2,871 | $234.9K | 0.02% | +2,871 | New |
| Cetera Investment Advisers | 2,850 | $233.2K | 0.00% | +2,850 | New |
| Bayesian Capital Management, LP | 2,835 | $232.0K | 0.03% | +2,835 | New |
| Vista Finance, LLC | 2,802 | $229.3K | 0.24% | +2,802 | New |
| Vestcor Inc | 2,774 | $227.0K | 0.01% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 2,750 | $225.0K | 0.02% | +2,750 | New |
| RSM US Wealth Management LLC | 2,683 | $219.0K | 0.00% | +2,683 | New |
| Welch & Forbes LLC | 2,647 | $216.6K | 0.00% | +2,647 | New |
| SG Americas Securities, LLC | 2,536 | $208.0K | 0.00% | +170+7.2% | Added |
| ArrowMark Colorado Holdings LLC | 2,492 | $203.9K | 0.00% | +2,492 | New |
| Nisa Investment Advisors, LLC | 2,227 | $182.2K | 0.00% | +529+31.2% | Added |
| Huntington National Bank | 2,220 | $181.7K | 0.00% | +191+9.4% | Added |
| Spectrum Wealth Counsel, LLC | 2,059 | $168.5K | 0.02% | 00.0% | Unchanged |
| KBC Group NV | 2,021 | $165.0K | 0.00% | +468+30.1% | Added |
| Ridgewood Investments LLC | 1,850 | $151.4K | 0.07% | 00.0% | Unchanged |
| US Bancorp | 1,796 | $147.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,650 | $135.0K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 1,634 | $134.0K | 0.00% | −50−3.0% | Reduced |
| Tower Research Capital LLC (TRC) | 1,586 | $129.8K | 0.00% | −1,138−41.8% | Reduced |
| Venturi Wealth Management, LLC | 1,350 | $110.5K | 0.01% | +1,350 | New |
| Advisor Group Holdings, Inc. | 1,217 | $99.6K | 0.00% | −2,137−63.7% | Reduced |
| Signaturefd, LLC | 891 | $72.9K | 0.00% | −70−7.3% | Reduced |
| Fortis Group Advisors, LLC | 875 | $71.6K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 803 | $65.7K | 0.00% | +59+7.9% | Added |
| Assetmark, Inc | 755 | $61.8K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 750 | $61.4K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 735 | $59.7K | 0.02% | +735 | New |
| Smartleaf Asset Management LLC | 644 | $52.6K | 0.01% | +276+75.0% | Added |
| Clark Wealth Partners | 590 | $48.3K | 0.04% | +590 | New |
| McIlrath & Eck, LLC | 557 | $45.6K | 0.01% | +367+193.2% | Added |
| 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 |
| North Star Investment Management Corp. | 470 | $38.5K | 0.00% | +470 | New |
| Aster Capital Management (DIFC) Ltd | 436 | $35.7K | 0.01% | −2,962−87.2% | Reduced |
| Global Financial Private Client, LLC | 408 | $33.4K | 0.01% | +2+0.5% | Added |
| Proequities, Inc. | 330 | $28.0K | 0.00% | +245+288.2% | Added |
| First Horizon Advisors, Inc. | 333 | $27.2K | 0.00% | +52+18.5% | Added |
| Silicon Valley Capital Partners | 293 | $24.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 244 | $20.0K | 0.00% | +23+10.4% | Added |
| SRS Capital Advisors, Inc. | 235 | $19.2K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 223 | $18.2K | 0.00% | +223 | New |
| Quadrant Capital Group LLC | 206 | $16.9K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 204 | $16.7K | 0.00% | +57+38.8% | Added |
| National Bank of Canada | 203 | $16.6K | 0.00% | +1+0.5% | Added |
| Central Trust Co | 197 | $16.1K | 0.00% | +197 | New |
| TCTC Holdings, LLC | 193 | $15.8K | 0.00% | +193 | New |
| Lindbrook Capital, LLC | 189 | $15.5K | 0.00% | −8−4.1% | Reduced |
| Jones Financial Companies LLLP | 180 | $14.7K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 175 | $14.3K | 0.00% | +75+75.0% | Added |
| Principal Securities, Inc. | 170 | $13.9K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 156 | $12.8K | 0.00% | +47+43.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 144 | $11.8K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 123 | $10.1K | 0.00% | +123 | New |
| 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 |
| Park Place Capital Corp | 104 | $8.51K | 0.00% | 00.0% | Unchanged |
| 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 |
| Johnson Financial Group, Inc. | 82 | $7.04K | 0.00% | −1,026−92.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 76 | $6.22K | 0.00% | −4−5.0% | Reduced |
| CIBC Private Wealth Group, LLC | 64 | $5.30K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 61 | $4.99K | 0.00% | −15−19.7% | Reduced |
| Rothschild Investment LLC | 60 | $4.91K | 0.00% | +40+200.0% | Added |
| Sterling Capital Management LLC | 49 | $4.01K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 46 | $3.77K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 45 | $3.68K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 36 | $2.95K | 0.00% | +36 | New |
| Massmutual Trust Co FSB | 26 | $2.13K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 20 | $1.80K | 0.00% | −559−96.5% | Reduced |
| Hexagon Capital Partners LLC | 14 | $1.15K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 13 | $1.06K | 0.00% | −5−27.8% | Reduced |
| Capital Advisors, Ltd. LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 22 | $1.00K | 0.00% | +8+57.1% | Added |
| GWM Advisors LLC | 12 | $982 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 11 | $901 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 9 | $764 | 0.00% | −32−78.0% | Reduced |
| SJS Investment Consulting Inc. | 9 | $737 | 0.00% | +1+12.5% | Added |
| DiNuzzo Private Wealth, Inc. | 6 | $491 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 2 | $164 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 1 | $82 | 0.00% | +1 | New |
| Covestor Ltd | 2 | $0 | 0.00% | −373−99.5% | Reduced |
| 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 |