CbizCBZ

13F holders, Q2 2024 (June 30)
276holders +7
28new positions
23sold out
3famous investors
$74.13avg. 13F price*

At the end of Q2 2024, 276 institutions reported holding Cbiz Inc. (CBZ) in their 13F filings, up 7 from Q1 2024. 28 opened new positions and 23 sold out. The largest holders were Vanguard Group Inc. ($343.8M), Capital Research Global Investors ($282.9M) and BlackRock Inc. ($261.6M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 → Q2 2024

InstitutionsTotal Value
New Positions28$43.6M
Exits23$39.3M

All 13F filers, Q1 2024 → Q2 2024: 4,275,184 shares bought and 3,817,909 shares sold, net +457,275 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 276 holders

Vanguard Group Inc. 0.01% Add +25.2% 4,639,484 $343.8M
Capital Research Global Investors 0.06% Add +22.0% 3,817,579 $282.9M
BlackRock Inc. 0.01% Add +2.5% 3,530,704 $261.6M
Morgan Stanley 0.02% Reduce -12.4% 2,947,122 $218.4M
Burgundy Asset Management Ltd. 1.74% Add +1.8% 2,220,013 $164.5M
Dimensional Fund Advisors LP 0.03% Reduce -20.0% 1,613,501 $119.6M
Neuberger Berman Group LLC 0.07% Add +0.4% 1,189,190 $88.1M
Select Equity Group, L.P. 0.33% Reduce -10.4% 1,130,568 $83.8M
State Street Corp. 0.00% Add +4.2% 1,120,293 $83.0M
Allspring Global Investments Holdings, LLC 0.13% Reduce -5.2% 1,114,365 $82.6M
P2 Capital Partners, LLC 9.75% Reduce -21.1% 1,104,008 $81.8M
Geode Capital Management, LLC 0.01% Add +3.9% 1,097,459 $81.3M
BloombergSen Inc. 7.32% Reduce -2.6% 1,040,332 $77.1M
Northern Trust Corp. 0.01% Reduce -0.3% 921,541 $68.3M
Silvercrest Asset Management Group LLC 0.45% Reduce -6.7% 877,980 $65.1M
GW&K Investment Management, LLC 0.57% Reduce -4.1% 839,729 $62.2M
Capital World Investors 0.01% Add +59.2% 823,322 $61.0M
Mawer Investment Management Ltd. 0.28% Reduce -23.1% 791,562 $58.7M
T. Rowe Price Associates Inc. 0.01% Reduce -6.1% 777,569 $57.6M
Premier Fund Managers Ltd 2.11% No change 713,698 $52.6M
Neumeier Poma Investment Counsel LLC 4.49% Reduce -3.6% 662,240 $49.1M
JPMorgan Chase & Co. 0.00% Add +234.7% 655,909 $48.6M
Granite Investment Partners, LLC 1.78% Reduce -11.4% 580,902 $43.0M
Macquarie Group Ltd. 0.04% Reduce -9.0% 516,698 $38.3M
Charles Schwab Investment Management Inc. 0.01% Add +1.9% 515,458 $38.2M
FMR LLC 0.00% Add +1.0% 466,838 $34.6M
Fenimore Asset Management Inc 0.73% Reduce -14.8% 448,536 $33.2M
Bank of America Corp. 0.00% Add +7.0% 412,538 $30.6M
Goldman Sachs Group Inc. 0.01% Reduce -35.1% 358,846 $26.6M
Bessemer Group Inc. 0.04% Add +3.6% 341,199 $25.3M
Public Employees Retirement Association of Colorado 0.11% Add +12.2% 340,124 $25.2M
FIL Ltd 0.02% Reduce -53.0% 318,776 $23.6M
Blair William & Co. 0.07% Add +134.3% 305,016 $22.6M
Norges Bank 0.00% No change 292,720 $21.7M
Artemis Investment Management LLP 0.27% Add +23.9% 270,780 $20.1M
ArrowMark Colorado Holdings LLC 0.19% Reduce -11.7% 219,893 $16.3M
Summit Creek Advisors LLC 2.20% Add +103.3% 216,768 $16.1M
Invesco Ltd. 0.00% Add +8.1% 206,346 $15.3M
WCM Investment Management, LLC 0.04% New 202,136 $14.9M
Royce & Associates LP 0.14% Reduce -2.5% 195,181 $14.5M
Bank of New York Mellon Corp 0.00% Add +2.5% 187,498 $13.9M
Fiera Capital Corp 0.04% Add +6.8% 174,880 $13.0M
Royal Bank of Canada 0.00% Reduce -4.8% 172,136 $12.8M
Nuveen Asset Management, LLC 0.00% Reduce -28.7% 168,685 $12.5M
Qube Research & Technologies Ltd 0.02% Add +667.9% 163,744 $12.1M
Paradice Investment Management LLC 2.10% No change 160,227 $11.9M
First Manhattan Co. Llc. 0.03% Reduce -0.2% 146,405 $10.8M
Jane Street Group, LLC 0.01% Add +1825.0% 131,649 $9.8M
Segall Bryant & Hamill, LLC 0.17% Add +2.8% 128,955 $9.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +81.2% 128,941 $9.6M
Deutsche Bank AG 0.00% Reduce -2.6% 122,316 $9.1M
Rockefeller Capital Management L.P. 0.02% New 115,325 $8.5M
Two Sigma Investments, LP 0.02% Add +109.1% 107,338 $8.0M
Public Employees Retirement System of Ohio 0.03% Reduce -0.0% 107,288 $8.0M
Two Sigma Advisers, LP 0.02% Reduce -12.8% 100,623 $7.5M
Bancreek Capital Management, LP 5.82% Add +43.7% 100,583 $7.5M
Cardinal Capital Management LLC 1.97% Reduce -70.8% 97,203 $7.2M
Swiss National Bank 0.00% No change 88,300 $6.5M
Pacific Capital Partners Ltd 4.29% No change 87,500 $6.5M
New York State Common Retirement Fund 0.01% Add +1.6% 86,986 $6.4M
Edgestream Partners, L.P. 0.30% New 84,936 $6.3M
Janus Henderson Group PLC 0.00% Add +8.6% 83,300 $6.2M
Envestnet Asset Management Inc. 0.00% Add +98.2% 83,263 $6.2M
Retirement Systems of Alabama 0.02% Add +20.7% 78,162 $5.8M
Laurus Global Equity Management Inc. 2.37% No change 56,600 $5.7M
STRS Ohio 0.02% Add +6.5% 73,800 $5.5M
King Luther Capital Management Corp. 0.02% Add +4.5% 73,410 $5.4M
Argent Capital Management LLC 0.16% Add +43.7% 73,214 $5.4M
Rhumbline Advisers 0.01% Add +3.8% 72,298 $5.4M
First Trust Advisors LP 0.00% Reduce -6.8% 61,233 $4.5M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Reduce -9.9% 60,539 $4.5M
Susquehanna International Group, LLP 0.01% New 58,624 $4.3M
Russell Investments Group, Ltd. 0.01% Reduce -18.2% 58,196 $4.3M
Woodard & Co. Asset Management Group Inc. 1.07% No change 57,645 $4.3M
UBS Group AG 0.00% Reduce -42.8% 57,632 $4.3M
Thompson Siegel & Walmsley LLC 0.07% Add +1.6% 57,612 $4.3M
Bridge City Capital, LLC 1.42% Add +24.4% 56,958 $4.2M
Rice Hall James & Associates, LLC 0.25% Reduce -6.4% 55,172 $4.1M
Alliancebernstein L.P. 0.00% Add +1.4% 53,391 $4.0M
Legal & General Group Plc 0.00% Add +0.8% 51,551 $3.8M
Chatham Capital Group, Inc. 0.67% Reduce -0.0% 51,437 $3.8M
Roundview Capital LLC 0.29% Add +9.9% 50,411 $3.7M
Boston Partners 0.00% Reduce -30.9% 49,961 $3.7M
California State Teachers Retirement System 0.00% Reduce -2.3% 44,138 $3.3M
Wells Fargo & Company 0.00% Add +0.9% 44,118 $3.3M
Private Advisor Group, LLC 0.02% Reduce -0.3% 43,316 $3.2M
Ameriprise Financial Inc. 0.00% Reduce -4.2% 43,001 $3.2M
Teacher Retirement System of Texas 0.02% Reduce -23.1% 42,520 $3.2M
Victory Capital Management Inc. 0.00% Reduce -9.3% 39,248 $2.9M
Manatuck Hill Partners, LLC 1.17% No change 35,800 $2.7M
Panagora Asset Management Inc. 0.01% Add +5.6% 33,060 $2.4M
Chase Investment Counsel Corp. 0.86% Add +3.1% 32,845 $2.4M
HighTower Advisors, LLC 0.00% Reduce -13.6% 31,815 $2.4M
Sei Investments Co. 0.00% Reduce -2.9% 31,218 $2.3M
B. Metzler seel. Sohn & Co. AG 0.02% New 31,199 $2.3M
Millington Financial Advisors, LLC 1.51% Add +1.4% 29,328 $2.2M
BNP Paribas Financial Markets 0.00% Reduce -41.6% 29,197 $2.2M
MetLife Investment Management, LLC 0.01% Add +12.0% 27,656 $2.0M
Manufacturers Life Insurance Company, The 0.00% Add +1.3% 27,279 $2.0M
Great Lakes Advisors, LLC 0.02% Reduce -51.6% 27,127 $2.0M

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

Show all 276 holders