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, Q1 2025
Institutional positions in CBIZ, Inc. as of Mar 31, 2025. 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
- 290
- +10 vs. Q4 2024
- Shares held
- 44.7M
- −707.5K (−1.6%) vs. Q4 2024
- Total value
- $3.39B
- −$323.8M (−8.7%) vs. Q4 2024
- New holders
- 43
- 97 more added
- Sold out
- 33
- 80 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding CBIZ, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Great Lakes Advisors, LLC | 37,073 | $2.81M | 0.03% | −9,234−19.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 38,340 | $2.91M | 0.01% | +21,728+130.8% | Added |
| Citigroup Inc | 38,345 | $2.91M | 0.00% | −26,889−41.2% | Reduced |
| Empowered Funds, LLC | 40,269 | $3.05M | 0.04% | −1,191−2.9% | Reduced |
| Basswood Capital Management, L.L.C. | 40,355 | $3.06M | 0.17% | 00.0% | Unchanged |
| Roundview Capital LLC | 40,423 | $3.07M | 0.22% | −3,877−8.8% | Reduced |
| Jane Street Group, LLC | 41,240 | $3.13M | 0.01% | +20,214+96.1% | Added |
| California State Teachers Retirement System | 41,854 | $3.18M | 0.00% | −590−1.4% | Reduced |
| Rice Hall James & Associates, LLC | 42,555 | $3.23M | 0.19% | −190−0.4% | Reduced |
| Citadel Advisors LLC | 42,686 | $3.24M | 0.00% | −258,561−85.8% | Reduced |
| Private Advisor Group, LLC | 42,757 | $3.24M | 0.02% | −60.0% | Reduced |
| Wells Fargo & Company | 42,905 | $3.25M | 0.00% | +102+0.2% | Added |
| Victory Capital Management Inc | 52,115 | $3.95M | 0.00% | −6,783−11.5% | Reduced |
| Advantage Alpha Capital Partners LP | 52,871 | $4.01M | 0.98% | +4,572+9.5% | Added |
| Chatham Capital Group, Inc. | 53,292 | $4.04M | 0.67% | +2,305+4.5% | Added |
| Alliancebernstein L.P. | 53,996 | $4.10M | 0.00% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 57,645 | $4.37M | 0.91% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 57,909 | $4.39M | 0.06% | +13,498+30.4% | Added |
| Retirement Systems of Alabama | 59,288 | $4.50M | 0.02% | 00.0% | Unchanged |
| First Trust Advisors LP | 60,056 | $4.56M | 0.00% | +41,949+231.7% | Added |
| Barclays PLC | 61,512 | $4.67M | 0.00% | −24,098−28.1% | Reduced |
| Russell Investments Group, Ltd. | 63,868 | $4.85M | 0.01% | +27,643+76.3% | Added |
| Norges Bank | 65,215 | $4.95M | 0.00% | −82,600−55.9% | Reduced |
| Two Sigma Investments, LP | 71,556 | $5.43M | 0.01% | +30,091+72.6% | Added |
| Rhumbline Advisers | 72,236 | $5.48M | 0.01% | +2,574+3.7% | Added |
| Legal & General Group Plc | 73,320 | $5.56M | 0.00% | +17,474+31.3% | Added |
| Ameriprise Financial Inc | 76,019 | $5.77M | 0.00% | +21,501+39.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 77,514 | $5.82M | 0.02% | −74,854−49.1% | Reduced |
| Envestnet Asset Management Inc | 78,194 | $5.93M | 0.00% | +3,230+4.3% | Added |
| New York State Common Retirement Fund | 79,695 | $6.05M | 0.01% | 00.0% | Unchanged |
| Bancreek Capital Management, LP | 81,792 | $6.20M | 9.28% | −9,938−10.8% | Reduced |
| King Luther Capital Management Corp | 82,225 | $6.24M | 0.03% | +90+0.1% | Added |
| Qube Research & Technologies Ltd | 83,512 | $6.34M | 0.01% | −25,106−23.1% | Reduced |
| Bridge City Capital, LLC | 84,591 | $6.42M | 1.92% | +112+0.1% | Added |
| Swiss National Bank | 87,500 | $6.64M | 0.00% | −1,400−1.6% | Reduced |
| Falcon Edge Capital, LP | 88,495 | $6.71M | 2.99% | +88,495 | New |
| Argent Capital Management LLC | 88,969 | $6.75M | 0.21% | +2,890+3.4% | Added |
| SG Capital Management LLC | 90,314 | $6.85M | 0.69% | −160,730−64.0% | Reduced |
| STRS Ohio | 91,200 | $6.92M | 0.03% | +12,900+16.5% | Added |
| Susquehanna International Group, LLP | 98,216 | $7.45M | 0.01% | +23,971+32.3% | Added |
| Two Sigma Advisers, LP | 105,623 | $8.01M | 0.02% | +13,600+14.8% | Added |
| Public Employees Retirement System of Ohio | 110,120 | $8.35M | 0.03% | −10,029−8.3% | Reduced |
| Pacific Capital Partners Ltd | 125,000 | $9.48M | 6.00% | +7,500+6.4% | Added |
| Neuberger Berman Group LLC | 139,445 | $10.6M | 0.01% | +9,060+6.9% | Added |
| UBS Asset Management Americas Inc | 143,270 | $10.9M | 0.00% | +7,676+5.7% | Added |
| First Manhattan Co | 143,305 | $10.9M | 0.03% | −2,275−1.6% | Reduced |
| Deutsche Bank AG | 146,328 | $11.1M | 0.00% | −3,935−2.6% | Reduced |
| Bank of New York Mellon Corp | 149,558 | $11.3M | 0.00% | −524−0.3% | Reduced |
| UBS Group AG | 151,315 | $11.5M | 0.00% | +56,384+59.4% | Added |
| Segall Bryant & Hamill, LLC | 166,457 | $12.6M | 0.19% | +17,936+12.1% | Added |
| Royce & Associates LP | 210,219 | $15.9M | 0.17% | +1,300+0.6% | Added |
| Fiera Capital Corp | 234,522 | $17.8M | 0.06% | +29,902+14.6% | Added |
| Summit Creek Advisors LLC | 304,090 | $23.1M | 3.37% | +140.0% | Added |
| Waters Parkerson & Co., LLC | 304,488 | $23.1M | 1.23% | +18,733+6.6% | Added |
| Nuveen, LLC | 309,702 | $23.5M | 0.01% | +309,702 | New |
| Public Employees Retirement Association of Colorado | 316,438 | $24.0M | 0.10% | +4,742+1.5% | Added |
| Handelsbanken Fonder AB | 347,000 | $26.3M | 0.11% | +25,000+7.8% | Added |
| Goldman Sachs Group Inc | 369,866 | $28.1M | 0.01% | −144,258−28.1% | Reduced |
| Royal Bank of Canada | 396,278 | $30.1M | 0.01% | +188,472+90.7% | Added |
| Wellington Management Group LLP | 410,180 | $31.1M | 0.01% | +8,628+2.1% | Added |
| Geneva Capital Management LLC | 425,004 | $32.2M | 0.60% | +1,597+0.4% | Added |
| Blair William & Co | 427,605 | $32.4M | 0.10% | +4,739+1.1% | Added |
| Bessemer Group Inc | 427,923 | $32.5M | 0.06% | +16,220+3.9% | Added |
| Macquarie Group Ltd | 428,080 | $32.5M | 0.04% | +31,395+7.9% | Added |
| Fenimore Asset Management Inc | 432,337 | $32.8M | 0.69% | +962+0.2% | Added |
| Bank of America Corp | 453,245 | $34.4M | 0.00% | +21,495+5.0% | Added |
| Neumeier Poma Investment Counsel LLC | 456,382 | $34.6M | 3.72% | +320+0.1% | Added |
| Charles Schwab Investment Management Inc | 524,122 | $39.8M | 0.01% | −11,758−2.2% | Reduced |
| Granite Investment Partners, LLC | 538,292 | $40.8M | 2.08% | −22,957−4.1% | Reduced |
| Price T Rowe Associates Inc | 585,808 | $44.4M | 0.01% | −63,506−9.8% | Reduced |
| Artemis Investment Management LLP | 631,893 | $47.9M | 0.73% | +237,983+60.4% | Added |
| Invesco Ltd. | 703,928 | $53.4M | 0.01% | −65,281−8.5% | Reduced |
| Silvercrest Asset Management Group LLC | 707,123 | $53.6M | 0.38% | −106,745−13.1% | Reduced |
| JPMorgan Chase & Co | 753,520 | $57.2M | 0.00% | +51,158+7.3% | Added |
| Premier Fund Managers Ltd | 810,999 | $60.8M | 2.27% | −2,699−0.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 849,054 | $65.4M | 0.11% | −264,913−23.8% | Reduced |
| GW&K Investment Management, LLC | 893,516 | $67.8M | 0.63% | +78,811+9.7% | Added |
| Northern Trust Corp | 931,870 | $70.7M | 0.01% | −8,847−0.9% | Reduced |
| BloombergSen Inc. | 1,022,380 | $77.6M | 6.70% | −17,952−1.7% | Reduced |
| FMR LLC | 1,035,972 | $78.6M | 0.01% | +57,091+5.8% | Added |
| Geode Capital Management, LLC | 1,127,637 | $85.6M | 0.01% | +17,725+1.6% | Added |
| State Street Corp | 1,157,702 | $87.8M | 0.00% | −7,194−0.6% | Reduced |
| Capital World Investors | 1,241,179 | $94.2M | 0.02% | +106,594+9.4% | Added |
| Dimensional Fund Advisors LP | 1,409,791 | $106.9M | 0.03% | −79,687−5.3% | Reduced |
| P2 Capital Partners, LLC | 1,917,063 | $145.4M | 28.23% | +108,108+6.0% | Added |
| Burgundy Asset Management Ltd. | 2,220,266 | $168.4M | 1.75% | +138,886+6.7% | Added |
| Capital Research Global Investors | 2,707,096 | $205.4M | 0.04% | −819,192−23.2% | Reduced |
| Morgan Stanley | 3,120,728 | $236.7M | 0.02% | +57,470+1.9% | Added |
| BlackRock, Inc. | 3,569,161 | $270.8M | 0.01% | −125,155−3.4% | Reduced |
| Vanguard Group Inc | 4,651,812 | $352.9M | 0.01% | −64,644−1.4% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −330−100.0% | Sold out |
| Emmett Investment Management, LP | 0 | $0 | 0.00% | −53,782−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −53,375−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −42,118−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −40,030−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −12,235−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −11,825−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −10,498−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −5,885−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −4,830−100.0% | Sold out |