CbizCBZ

13F holders, Q1 2024 (March 31)
269holders
4famous investors
$78.50avg. 13F price*

At the end of Q1 2024, 269 institutions reported holding Cbiz Inc. (CBZ) in their 13F filings. The largest holders were Vanguard Group Inc. ($290.8M), BlackRock Inc. ($270.4M) and Morgan Stanley ($264.2M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Cbiz Inc.
CUSIP
124805102
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300 Q1 2024: 269Q1 2024Q2 2024: 276Q2 2024Q3 2024: 286Q3 2024Q4 2024: 282Q4 2024Q1 2025: 290Q1 2025Q2 2025: 275Q2 2025Q3 2025: 262Q3 2025Q4 2025: 265Q4 2025Q1 2026: 263Q1 2026Q2 2026: 260Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions36$70.2M
Exits26$25.4M

Ownership 269 holders

Vanguard Group Inc. 0.01% Add +36.3% 3,705,090 $290.8M
BlackRock Inc. 0.01% Reduce -2.8% 3,445,100 $270.4M
Morgan Stanley 0.02% Reduce -8.0% 3,366,064 $264.2M
Capital Research Global Investors 0.06% Add +309.4% 3,128,738 $245.6M
Burgundy Asset Management Ltd. 1.76% Add +1.3% 2,179,798 $171.1M
Dimensional Fund Advisors LP 0.04% Reduce -13.0% 2,017,472 $158.4M
P2 Capital Partners, LLC 12.98% Reduce -43.9% 1,399,011 $109.8M
Select Equity Group, L.P. 0.36% Add +376.1% 1,261,671 $99.0M
Neuberger Berman Group LLC 0.08% Add +48.6% 1,184,609 $93.0M
Allspring Global Investments Holdings, LLC 0.14% Reduce -9.3% 1,175,698 $92.3M
State Street Corp. 0.00% Add +0.4% 1,075,005 $84.4M
BloombergSen Inc. 7.24% Reduce -1.9% 1,067,776 $83.8M
Geode Capital Management, LLC 0.01% Add +2.9% 1,056,161 $82.9M
Mawer Investment Management Ltd. 0.37% Reduce -0.3% 1,029,928 $80.8M
Silvercrest Asset Management Group LLC 0.50% Reduce -14.3% 940,533 $73.8M
Northern Trust Corp. 0.01% Reduce -1.7% 924,519 $72.6M
GW&K Investment Management, LLC 0.61% Reduce -20.8% 875,264 $68.7M
T. Rowe Price Associates Inc. 0.01% Reduce -0.8% 828,199 $65.0M
Premier Fund Managers Ltd 2.21% Reduce -0.3% 713,698 $55.7M
Neumeier Poma Investment Counsel LLC 4.95% Reduce -10.3% 687,115 $53.9M
FIL Ltd 0.05% No change 677,776 $53.2M
Granite Investment Partners, LLC 1.96% Reduce -3.6% 655,529 $51.5M
Macquarie Group Ltd. 0.05% Reduce -41.3% 568,045 $44.6M
Goldman Sachs Group Inc. 0.01% Add +8.9% 553,145 $43.4M
Fenimore Asset Management Inc 0.87% Add +0.2% 526,789 $41.4M
Capital World Investors 0.01% New 517,064 $40.6M
Charles Schwab Investment Management Inc. 0.01% Add +0.6% 506,103 $39.7M
FMR LLC 0.00% Add +0.9% 462,097 $36.3M
Bank of America Corp. 0.00% Reduce -9.0% 385,634 $30.3M
Cardinal Capital Management LLC 1.31% Reduce -31.0% 332,600 $26.1M
William Blair Investment Management, LLC 0.07% Reduce -43.5% 329,557 $25.9M
Bessemer Group Inc. 0.05% Add +6.7% 329,357 $25.9M
Public Employees Retirement Association of Colorado 0.10% Add +6.5% 303,096 $23.8M
Norges Bank 0.00% Reduce -7.8% 292,720 $23.0M
ArrowMark Colorado Holdings LLC 0.22% Reduce -31.2% 248,887 $19.5M
Nuveen Asset Management, LLC 0.01% Reduce -14.5% 236,519 $18.6M
Artemis Investment Management LLP 0.22% New 218,531 $17.1M
Royce & Associates LP 0.14% Add +99.8% 200,181 $15.7M
JPMorgan Chase & Co. 0.00% Reduce -11.6% 195,952 $15.4M
Invesco Ltd. 0.00% Reduce -1.1% 190,969 $15.0M
Bank of New York Mellon Corp 0.00% Reduce -8.1% 182,896 $14.4M
Royal Bank of Canada 0.00% Reduce -16.5% 180,850 $14.2M
Fiera Capital Corp 0.04% Reduce -5.0% 163,675 $12.8M
Paradice Investment Management LLC 2.18% Reduce -38.2% 160,227 $12.6M
First Manhattan Co. Llc. 0.04% Reduce -3.1% 146,655 $11.5M
Citigroup Inc. 0.01% Add +864.8% 136,484 $10.7M
Blair William & Co. 0.03% Add +102.7% 130,191 $10.2M
Deutsche Bank AG 0.00% Add +0.6% 125,556 $9.9M
Segall Bryant & Hamill, LLC 0.18% Reduce -1.4% 125,457 $9.8M
Two Sigma Advisers, LP 0.02% Reduce -28.4% 115,323 $9.1M
Public Employees Retirement System of Ohio 0.03% Reduce -10.8% 107,306 $8.4M
Summit Creek Advisors LLC 1.05% Add +28.5% 106,615 $8.4M
UBS Group AG 0.00% Reduce -1.1% 100,659 $7.9M
Swiss National Bank 0.00% No change 88,300 $6.9M
Pacific Capital Partners Ltd 4.49% Reduce -5.4% 87,500 $6.9M
New York State Common Retirement Fund 0.01% Reduce -0.0% 85,575 $6.7M
Janus Henderson Group PLC 0.00% Reduce -2.8% 76,737 $6.0M
Laurus Global Equity Management Inc. 2.11% No change 56,600 $6.0M
Boston Partners 0.01% Reduce -13.5% 72,268 $5.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -2.3% 71,170 $5.6M
Russell Investments Group, Ltd. 0.01% Add +3.5% 71,167 $5.6M
King Luther Capital Management Corp. 0.03% Add +0.3% 70,227 $5.5M
Bancreek Capital Management, LP 4.09% New 69,979 $5.5M
Rhumbline Advisers 0.01% Reduce -3.1% 69,678 $5.5M
STRS Ohio 0.02% Reduce -26.8% 69,300 $5.4M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +124.2% 67,184 $5.3M
First Trust Advisors LP 0.01% Add +4.5% 65,734 $5.2M
Retirement Systems of Alabama 0.02% Reduce -16.5% 64,738 $5.1M
Rice Hall James & Associates, LLC 0.26% Reduce -0.3% 58,925 $4.6M
Woodard & Co. Asset Management Group Inc. 1.21% No change 57,645 $4.5M
Thompson Siegel & Walmsley LLC 0.07% Reduce -5.0% 56,700 $4.5M
Great Lakes Advisors, LLC 0.04% Reduce -19.9% 56,061 $4.4M
Teacher Retirement System of Texas 0.03% Add +218.9% 55,268 $4.3M
Alliancebernstein L.P. 0.00% Reduce -5.4% 52,681 $4.1M
Trexquant Investment LP 0.08% Add +299.8% 51,843 $4.1M
Chatham Capital Group, Inc. 0.74% Add +12.4% 51,457 $4.0M
Two Sigma Investments, LP 0.01% Reduce -68.3% 51,325 $4.0M
Legal & General Group Plc 0.00% Add +1.5% 51,155 $4.0M
Argent Capital Management LLC 0.12% Add +1.8% 50,958 $4.0M
BNP Paribas Financial Markets 0.00% Add +39.6% 50,004 $3.9M
Roundview Capital LLC 0.29% No change 45,881 $3.6M
Bridge City Capital, LLC 1.31% Add +0.8% 45,781 $3.6M
Credit Suisse AG/ 0.00% Add +23.5% 45,621 $3.6M
California State Teachers Retirement System 0.00% Reduce -5.6% 45,166 $3.5M
Ameriprise Financial Inc. 0.00% Reduce -36.9% 44,885 $3.5M
Wells Fargo & Company 0.00% Add +0.7% 43,717 $3.4M
CANADA LIFE ASSURANCE Co 0.01% Reduce -2.9% 43,475 $3.4M
Private Advisor Group, LLC 0.02% Add +2.7% 43,465 $3.4M
Victory Capital Management Inc. 0.00% Reduce -92.6% 43,293 $3.4M
Barclays PLC 0.00% Reduce -43.0% 42,594 $3.3M
Envestnet Asset Management Inc. 0.00% Add +3.6% 42,006 $3.3M
American Century Companies Inc. 0.00% Reduce -0.3% 39,994 $3.1M
HighTower Advisors, LLC 0.00% Add +140.9% 36,814 $2.9M
Manatuck Hill Partners, LLC 1.24% Reduce -64.2% 35,800 $2.8M
Martingale Asset Management L P 0.05% Reduce -15.9% 34,275 $2.7M
Calamos Advisors LLC 0.02% Reduce -12.5% 33,445 $2.6M
Sei Investments Co. 0.00% Reduce -17.2% 32,161 $2.5M
Chase Investment Counsel Corp. 0.93% Reduce -2.9% 31,867 $2.5M
Panagora Asset Management Inc. 0.01% Reduce -11.9% 31,311 $2.5M
Millington Financial Advisors, LLC 1.62% Add +3.1% 28,937 $2.3M

"% of holder's portfolio" is CBZ's weight in each manager's 13F, not the share of Cbiz Inc. the manager owns.

Show all 269 holders