CBIZ, Inc.
DE ˙ DB ˙ US1248051021
28,20 € ↑1,00 (3,68%)
2026-06-05
DEL PRIS
SecurityDE:XC4 / CBIZ, Inc.
InstitutionStifel Financial Corp
Latest Disclosed Ownership107,035 shares
Latest Disclosed Value $ 2,873,815
Stifel Financial Corp reports 2.66% increase in ownership of XC4 / CBIZ, Inc.

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 107,035 shares of CBIZ, Inc. (DE:XC4) valued at $2,526,026 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 104,259 shares of CBIZ, Inc.. This represents a change in shares of 2.66% during the quarter. The current value of the position is $3,018,387 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)
2026-05-12 2026-03-31 13F CBIZ COM 124805102 107,035 2,776 2.66 2,874 -45.37 0.0006
2026-02-13 2025-12-31 13F CBIZ COM 124805102 104,259 86,288 480.15 5,260 453.00 0.0047
2025-11-12 2025-09-30 13F CBIZ COM 124805102 17,971 542 3.11 952 -23.86 0.0009
2025-08-14 2025-06-30 13F CBIZ COM 124805102 17,429 -87 -0.50 1,250 -5.95 0.0012
2025-05-14 2025-03-31 13F CBIZ COM 124805102 17,516 280 1.62 1,329 -5.82 0.0014
2025-02-13 2024-12-31 13F CBIZ COM 124805102 17,236 3,447 25.00 1,410 52.10 0.0015
2024-11-14 2024-09-30 13F CBIZ COM 124805102 13,789 4,738 52.35 928 38.36 0.0010
2024-08-13 2024-06-30 13F CBIZ COM 124805102 9,051 4,937 120.00 671 108.07 0.0008
2024-05-14 2024-03-31 13F CBIZ COM 124805102 4,114 754 22.44 323 53.33 0.0004
2024-02-12 2023-12-31 13F CBIZ COM 124805102 3,360 3,360 210 0.0003
2023-08-14 2023-06-30 13F CBIZ COM 124805102 0 -18,089 -100.00 0 -100.00
2023-05-12 2023-03-31 13F CBIZ COM 124805102 18,089 18,089 895 0.0013
2020-05-14 2020-03-31 13F CBIZ COM 124805102 0 -53,541 -100.00 0 -100.00
2020-02-13 2019-12-31 13F CBIZ COM 124805102 53,541 -39,266 -42.31 1,442 -33.88 0.0030
2019-11-19 2019-09-30 13F/A-1 CBIZ COM 124805102 92,807 27,098 41.24 2,181 69.46 0.0056
2019-11-13 2019-09-30 13F CBIZ COM 124805102 92,807 27,098 2,181 1,222.5598
2019-08-14 2019-06-30 13F CBIZ COM 124805102 65,709 65,709 1,287 0.0033
2014-08-14 2014-06-30 13F CBIZ COM 124805102 0 -11,916 -100.00 0 -100.00
2014-05-15 2014-03-31 13F CBIZ COM 124805102 11,916 11,916 109 0.0010
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.