CbizCBZ

13F holders, Q4 2024 (December 31)
282holders −4
33new positions
42sold out
4famous investors
$81.81avg. 13F price*

At the end of Q4 2024, 282 institutions reported holding Cbiz Inc. (CBZ) in their 13F filings, down 4 from Q3 2024. 33 opened new positions and 42 sold out. The largest holders were Vanguard Group Inc. ($385.9M), BlackRock, Inc. ($302.3M) and Capital Research Global Investors ($288.6M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions33$94.5M
Exits42$63.6M

All 13F filers, Q3 2024 → Q4 2024: 3,879,842 shares bought and 3,050,553 shares sold, net +829,289 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 282 holders

Vanguard Group Inc. 0.01% Add +0.9% 4,716,456 $385.9M
BlackRock, Inc. 0.01% Add +1.8% 3,694,316 $302.3M
Capital Research Global Investors 0.06% Reduce -10.3% 3,526,288 $288.6M
Morgan Stanley 0.02% Reduce -1.6% 3,063,258 $250.7M
Burgundy Asset Management Ltd. 1.72% Add +1.5% 2,081,380 $170.3M
P2 Capital Partners, LLC 25.14% Add +0.5% 1,808,955 $148.0M
Dimensional Fund Advisors LP 0.03% Reduce -0.5% 1,489,478 $121.9M
State Street Corp. 0.00% Add +3.0% 1,164,896 $95.3M
Capital World Investors 0.01% Add +37.6% 1,134,585 $92.8M
Geode Capital Management, LLC 0.01% Add +0.1% 1,109,912 $90.8M
Allspring Global Investments Holdings, LLC 0.14% Reduce -1.1% 1,113,967 $90.4M
BloombergSen Inc. 7.38% No change 1,040,332 $85.1M
FMR LLC 0.00% Add +64.6% 978,881 $80.1M
Northern Trust Corp. 0.01% Add +0.7% 940,717 $77.0M
GW&K Investment Management, LLC 0.57% Reduce -0.4% 814,705 $66.7M
Silvercrest Asset Management Group LLC 0.44% Reduce -6.0% 813,868 $66.6M
Premier Fund Managers Ltd 2.37% No change 813,698 $66.4M
Invesco Ltd. 0.01% Add +157.2% 769,209 $62.9M
JPMorgan Chase & Co. 0.00% Reduce -0.4% 702,362 $57.5M
T. Rowe Price Associates Inc. 0.01% Reduce -14.4% 649,314 $53.1M
Granite Investment Partners, LLC 1.99% Reduce -4.0% 561,249 $45.9M
Charles Schwab Investment Management Inc. 0.01% Add +2.0% 535,880 $43.9M
Goldman Sachs Group Inc. 0.01% Add +67.5% 514,124 $42.1M
Neumeier Poma Investment Counsel LLC 3.62% Add +2.4% 456,062 $37.3M
Bank of America Corp. 0.00% Add +3.4% 431,750 $35.3M
Fenimore Asset Management Inc 0.74% Reduce -0.2% 431,375 $35.3M
Geneva Capital Management LLC 0.60% Add +49.7% 423,407 $34.6M
Blair William & Co. 0.10% Add +4.2% 422,866 $34.6M
Bessemer Group Inc. 0.06% Add +2.9% 411,703 $33.7M
Wellington Management Group LLP 0.01% New 401,552 $32.9M
Macquarie Group Ltd. 0.04% Reduce -16.1% 396,685 $32.5M
Artemis Investment Management LLP 0.46% Add +18.5% 393,910 $32.2M
Handelsbanken Fonder AB 0.10% Add +10.3% 322,000 $26.3M
Public Employees Retirement Association of Colorado 0.10% Add +16.3% 311,696 $25.5M
Summit Creek Advisors LLC 3.27% Add +19.9% 304,076 $24.9M
Citadel Advisors 0.02% Add +228.2% 301,247 $24.7M
Waters Parkerson & Co., LLC 1.23% New 285,755 $23.4M
SG Capital Management LLC 2.26% New 251,044 $20.5M
Nuveen Asset Management, LLC 0.01% Add +85.6% 244,080 $20.0M
Royce & Associates LP 0.16% Add +7.0% 208,919 $17.1M
Royal Bank of Canada 0.00% Add +7.4% 207,806 $17.0M
Fiera Capital Corp 0.05% Add +14.7% 204,620 $16.7M
Bank Julius Baer & Co. Ltd, Zurich 0.04% Add +14.6% 152,368 $12.6M
Deutsche Bank AG 0.00% Add +10.8% 150,263 $12.3M
Bank of New York Mellon Corp 0.00% Reduce -0.4% 150,082 $12.3M
Segall Bryant & Hamill, LLC 0.17% Add +19.9% 148,521 $12.2M
Norges Bank 0.00% Reduce -6.8% 147,815 $12.1M
First Manhattan Co. Llc. 0.03% Reduce -0.4% 145,580 $11.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +15.1% 135,594 $11.1M
Neuberger Berman Group LLC 0.01% Reduce -83.9% 130,385 $10.7M
Public Employees Retirement System of Ohio 0.03% Reduce 0.0% 120,149 $9.8M
Pacific Capital Partners Ltd 5.66% Add +4.4% 117,500 $9.6M
Qube Research & Technologies Ltd 0.01% Reduce -58.9% 108,618 $8.9M
Janus Henderson Group PLC 0.00% Add +14.9% 98,781 $8.1M
UBS Group AG 0.00% Add +77.9% 94,931 $7.8M
Two Sigma Advisers, LP 0.02% Reduce -6.9% 92,023 $7.5M
Bancreek Capital Management, LP 7.32% Reduce -38.9% 91,730 $7.5M
Swiss National Bank 0.00% Add +0.7% 88,900 $7.3M
Argent Capital Management LLC 0.20% Add +13.3% 86,079 $7.0M
Barclays PLC 0.00% Add +8.8% 85,610 $7.0M
Bridge City Capital, LLC 1.84% Add +8.3% 84,479 $6.9M
King Luther Capital Management Corp. 0.03% Add +11.3% 82,135 $6.7M
New York State Common Retirement Fund 0.01% Reduce -4.5% 79,695 $6.5M
STRS Ohio 0.03% Add +5.8% 78,300 $6.4M
Envestnet Asset Management Inc. 0.00% Add +5.8% 74,964 $6.1M
Susquehanna International Group, LLP 0.01% Add +113.1% 74,245 $6.1M
Rhumbline Advisers 0.01% Add +0.7% 69,662 $5.7M
Citigroup Inc. 0.01% Add +22.6% 65,234 $5.3M
Retirement Systems of Alabama 0.02% Reduce -31.2% 59,288 $4.9M
Victory Capital Management Inc. 0.00% Add +22.9% 58,898 $4.8M
Woodard & Co. Asset Management Group Inc. 1.02% No change 57,645 $4.7M
Legal & General Group Plc 0.00% Add +3.4% 55,846 $4.6M
Ameriprise Financial Inc. 0.00% Add +24.9% 54,518 $4.5M
Alliancebernstein L.P. 0.00% Add +1.1% 53,996 $4.4M
Emmett Investment Management, LP 3.95% — 53,782 $4.4M
Marshall Wace, LLP 0.01% Reduce -40.8% 53,375 $4.4M
Chatham Capital Group, Inc. 0.69% Reduce -1.1% 50,987 $4.2M
Advantage Alpha Capital Partners LP 0.93% Add +33.5% 48,299 $4.0M
Great Lakes Advisors, LLC 0.03% Add +92.4% 46,307 $3.8M
ExodusPoint Capital Management, LP 0.04% New 44,411 $3.6M
Roundview Capital LLC 0.25% Reduce -0.2% 44,300 $3.6M
Wells Fargo & Company 0.00% Add +23.0% 42,803 $3.5M
Private Advisor Group, LLC 0.02% Reduce -1.1% 42,763 $3.5M
Rice Hall James & Associates, LLC 0.19% Reduce -22.4% 42,745 $3.5M
California State Teachers Retirement System 0.00% Reduce -1.0% 42,444 $3.5M
Voloridge Investment Management, LLC 0.01% Add +72.4% 42,118 $3.4M
Two Sigma Investments, LP 0.01% Reduce -61.8% 41,465 $3.4M
Empowered Funds, LLC 0.05% Add +30.4% 41,460 $3.4M
Basswood Capital Management, L.L.C. 0.19% New 40,355 $3.3M
Exchange Traded Concepts, LLC 0.07% Add +20.6% 40,030 $3.3M
Susquehanna Fundamental Investments, LLC 0.05% — 38,590 $3.2M
Sei Investments Co. 0.00% Add +1.5% 37,401 $3.1M
Russell Investments Group, Ltd. 0.00% Add +133.0% 36,225 $3.0M
Teachers Retirement System of the State of Kentucky 0.03% New 35,296 $2.9M
Millington Financial Advisors, LLC 1.52% Add +1.6% 30,529 $2.6M
HighTower Advisors, LLC 0.00% Add +0.0% 31,822 $2.6M
Principal Financial Group Inc. 0.00% Add +13.2% 31,523 $2.6M
MetLife Investment Management, LLC 0.01% Add +4.6% 28,936 $2.4M
Laurus Global Equity Management Inc. 1.22% No change 28,890 $2.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +4.1% 27,976 $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 282 holders