CBIZ, Inc.
US ˙ NYSE ˙ US1248051021

SecurityCBZ / CBIZ, Inc.
InstitutionBoston Partners
Latest Disclosed Ownership561,400 shares
Latest Disclosed Value $ 15,133,506
Boston Partners ownership in CBZ / CBIZ, Inc.

On May 11, 2026 - Boston Partners filed a 13F-HR form disclosing ownership of 561,400 shares of CBIZ, Inc. (US:CBZ) valued at $15,073,590 USD as of March 31, 2026. The entity filed a previous 13F-HR on November 12, 2024 disclosing 0 shares of CBIZ, Inc.. The current value of the position is $18,105,150 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-11 2026-03-31 13F CBIZ COM 124805102 561,400 561,400 15,134 0.0068
2024-11-12 2024-09-30 13F CBIZ COM 124805102 0 -49,961 -100.00 0 -100.00
2024-08-14 2024-06-30 13F CBIZ COM 124805102 49,961 -22,307 -30.87 3,702 -34.74 0.0046
2024-05-28 2024-03-31 13F/A-1 CBIZ COM 124805102 72,268 -11,315 -13.54 5,673 8.45 0.0068
2024-05-13 2024-03-31 13F CBIZ COM 124805102 72,268 -11,315 5,673 0.0068
2024-02-07 2023-12-31 13F CBIZ COM 124805102 83,583 -50,818 -37.81 5,231 -25.00 0.0069
2023-11-08 2023-09-30 13F CBIZ COM 124805102 134,401 -20,386 -13.17 6,975 -15.42 0.0097
2023-08-10 2023-06-30 13F CBIZ COM 124805102 154,787 -8,944 -5.46 8,247 1.78 0.0111
2023-05-09 2023-03-31 13F CBIZ COM 124805102 163,731 28,923 21.45 8,103 28.31 0.0111
2023-02-08 2022-12-31 13F CBIZ COM 124805102 134,808 -8,107 -5.67 6,316 3.30 0.0085
2022-11-09 2022-09-30 13F CBIZ COM 124805102 142,915 -4,605 -3.12 6,113 3.70 0.0089
2022-08-10 2022-06-30 13F CBIZ COM 124805102 147,520 -3,503 -2.32 5,895 -6.99 0.0082
2022-05-10 2022-03-31 13F CBIZ COM 124805102 151,023 -1,922 -1.26 6,338 5.93 0.0077
2022-02-04 2021-12-31 13F CBIZ COM 124805102 152,945 -1,717 -1.11 5,983 19.61 0.0072
2021-11-05 2021-09-30 13F CBIZ COM 124805102 154,662 4,350 2.89 5,002 1.54 0.0063
2021-08-12 2021-06-30 13F CBIZ COM 124805102 150,312 1,905 1.28 4,926 1.63 0.0063
2021-05-10 2021-03-31 13F CBIZ COM 124805102 148,407 -131 -0.09 4,847 22.62 0.0065
2021-02-10 2020-12-31 13F/A-1 CBIZ COM 124805102 148,538 -2,830 -1.87 3,953 14.18 0.0061
2021-02-04 2020-12-31 13F CBIZ COM 124805102 148,538 -2,830 3,953 2,371.5650
2020-11-13 2020-09-30 13F/A-1 CBIZ COM 124805102 151,368 -12,870 -7.84 3,462 -12.07 0.0063
2020-11-09 2020-09-30 13F CBIZ COM 124805102 164,238 0 3,937 2,890.2270
2020-08-12 2020-06-30 13F CBIZ COM 124805102 164,238 -47,642 -22.49 3,937 -11.19 0.0072
2020-05-13 2020-03-31 13F CBIZ COM 124805102 211,880 -1,559 -0.73 4,433 -22.96 0.0088
2020-02-06 2019-12-31 13F/A-1 CBIZ COM 124805102 213,439 1,987 0.94 5,754 15.80 0.0076
2020-02-05 2019-12-31 13F CBIZ COM 124805102 213,439 1,987 5,754 3,235.0669
2019-11-20 2019-09-30 13F/A-1 CBIZ COM 124805102 211,452 -2,295 -1.07 4,969 18.68 0.0067
2019-11-08 2019-09-30 13F CBIZ COM 124805102 213,747 0 4,187 0.0055
2019-08-26 2019-06-30 13F/A-1 CBIZ COM 124805102 213,747 -13,673 -6.01 4,187 -9.04 0.0055
2019-08-09 2019-06-30 13F CBIZ COM 124805102 213,747 -13,673 4,187
2019-05-13 2019-03-31 13F/A-1 CBIZ COM 124805102 227,420 7,729 3.52 4,603 6.35 0.0061
2019-05-03 2019-03-31 13F CBIZ COM 124805102 227,420 7,729 4,603
2019-02-07 2018-12-31 13F CBIZ COM 124805102 219,691 4,294 1.99 4,328 -15.22 0.0062
2018-11-14 2018-09-30 13F CBIZ COM 124805102 215,397 -2,861 -1.31 5,105 1.69 0.0059
2018-08-03 2018-06-30 13F CBIZ COM 124805102 218,258 -33,551 -13.32 5,020 9.23 0.0060
2018-05-04 2018-03-31 13F CBIZ COM 124805102 251,809 -16,280 -6.07 4,596 10.96 0.0055
2018-02-14 2017-12-31 13F/A-1 CBIZ COM 124805102 268,089 -6,966 -2.53 4,142 -7.34 0.0049
2018-02-01 2017-12-31 13F CBIZ COM 124805102 268,089 -6,966 4,142
2017-11-02 2017-09-30 13F CBIZ COM 124805102 275,055 -2,759 -0.99 4,470 7.27 0.0055
2017-08-02 2017-06-30 13F CBIZ COM 124805102 277,814 389 0.14 4,167 10.85 0.0053
2017-05-03 2017-03-31 13F CBIZ COM 124805102 277,425 5,855 2.16 3,759 1.02 0.0048
2017-02-06 2016-12-31 13F CBIZ COM 124805102 271,570 7,280 2.75 3,721 25.84 0.0049
2016-11-09 2016-09-30 13F CBIZ COM 124805102 264,290 18,510 7.53 2,957 15.55 0.0041
2016-08-05 2016-06-30 13F CBIZ COM 124805102 245,780 5,519 2.30 2,559 5.57 0.0037
2016-05-12 2016-03-31 13F CBIZ COM 124805102 240,261 50,155 26.38 2,424 29.35 0.0036
2016-02-08 2015-12-31 13F CBIZ COM 124805102 190,106 5,855 3.18 1,874 3.59 0.0027
2015-11-10 2015-09-30 13F CBIZ COM 124805102 184,251 3,862 2.14 1,809 4.03 0.0028
2015-08-10 2015-06-30 13F CBIZ COM 124805102 180,389 1,300 0.73 1,739 4.07 0.0025
2015-05-05 2015-03-31 13F CBIZ COM 124805102 179,089 -15,220 -7.83 1,671 0.48 0.0025
2015-02-09 2014-12-31 13F CBIZ COM 124805102 194,309 -2,380 -1.21 1,663 7.43 0.0025
2014-11-12 2014-09-30 13F CBIZ COM 124805102 196,689 4,310 2.24 1,548 -10.88 0.0025
2014-08-08 2014-06-30 13F CBIZ COM 124805102 192,379 0 0.00 1,737 -1.42 0.0029
2014-05-07 2014-03-31 13F CBIZ COM 124805102 192,379 1,630 0.85 1,762 1.26 0.0032
2014-02-06 2013-12-31 13F CBIZ COM 124805102 190,749 -1,825 -0.95 1,740 21.42 0.0036
2013-11-12 2013-09-30 13F CBIZ COM 124805102 192,574 -2,710 -1.39 1,433 9.39 0.0035
2013-08-01 2013-06-30 13F CBIZ COM 124805102 195,284 195,284 1,310 0.0036
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.