CBIZ, Inc.
US ˙ NYSE ˙ US1248051021

SecurityCBZ / CBIZ, Inc.
InstitutionCreative Planning
Latest Disclosed Ownership78,223 shares
Latest Disclosed Value $ 2,100,288
Creative Planning reports 182.68% increase in ownership of CBZ / CBIZ, Inc.

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 78,223 shares of CBIZ, Inc. (US:CBZ) valued at $2,100,288 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 27,672 shares of CBIZ, Inc.. This represents a change in shares of 182.68% during the quarter. The current value of the position is $2,654,106 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 78,223 50,551 182.68 2,100 50.43 0.0014
2026-02-17 2025-12-31 13F CBIZ COM 124805102 27,672 8,871 47.18 1,396 40.30 0.0010
2025-11-14 2025-09-30 13F CBIZ COM 124805102 18,801 -3,854 -17.01 996 -38.73 0.0008
2025-08-08 2025-06-30 13F CBIZ COM 124805102 22,655 -1,626 -6.70 1,625 -11.79 0.0014
2025-05-15 2025-03-31 13F CBIZ COM 124805102 24,281 -224 -0.91 1,842 -8.18 0.0017
2025-02-14 2024-12-31 13F CBIZ COM 124805102 24,505 6,943 39.53 2,005 69.77 0.0019
2024-10-11 2024-09-30 13F CBIZ COM 124805102 17,562 1,630 10.23 1,182 0.08 0.0012
2024-08-15 2024-06-30 13F CBIZ COM 124805102 15,932 1,012 6.78 1,181 0.77 0.0013
2024-05-13 2024-03-31 13F CBIZ COM 124805102 14,920 3,881 35.16 1,171 69.71 0.0013
2024-02-14 2023-12-31 13F CBIZ COM 124805102 11,039 454 4.29 691 25.68 0.0013
2023-11-16 2023-09-30 13F CBIZ COM 124805102 10,585 806 8.24 549 5.37 0.0007
2023-07-21 2023-06-30 13F CBIZ COM 124805102 9,779 726 8.02 521 16.29 0.0007
2023-05-15 2023-03-31 13F CBIZ COM 124805102 9,053 3,096 51.97 448 60.57 0.0006
2023-02-10 2022-12-31 13F CBIZ COM 124805102 5,957 5,957 279 0.0004
2017-10-17 2017-09-30 13F CBIZ COM 124805102 0 -3,250 -100.00 0 -100.00
2017-07-12 2017-06-30 13F CBIZ COM 124805102 3,250 0 0.00 49 11.36 0.0002
2017-04-07 2017-03-31 13F CBIZ COM 124805102 3,250 -1,500 -31.58 44 -32.31 0.0002
2017-01-09 2016-12-31 13F CBIZ COM 124805102 4,750 1,500 46.15 65 80.56 0.0004
2016-10-12 2016-09-30 13F CBIZ COM 124805102 3,250 2,410 286.90 36 300.00 0.0002
2016-07-12 2016-06-30 13F CBIZ COM 124805102 840 0 0.00 9 12.50 0.0001
2016-04-08 2016-03-31 13F CBIZ COM 124805102 840 0 0.00 8 0.00 0.0001
2016-01-11 2015-12-31 13F CBIZ COM 124805102 840 0 0.00 8 0.00 0.0001
2015-10-09 2015-09-30 13F CBIZ COM 124805102 840 840 0.00 8 0.0001
2015-07-09 2015-06-30 13F CBIZ COM 124805102 0 -3,172 -100.00 0 -100.00
2015-04-13 2015-03-31 13F CBIZ COM 124805102 3,172 3,172 0.00 30 0.0003
2015-01-29 2014-12-31 13F CBIZ COM 124805102 0 -3,372 -100.00 0 -100.00
2014-10-10 2014-09-30 13F CBIZ COM 124805102 3,372 1,232 57.57 27 42.11 0.0003
2014-08-20 2014-06-30 13F CBIZ COM 124805102 2,140 0 0.00 19 -5.00 0.0002
2014-04-11 2014-03-31 13F CBIZ COM 124805102 2,140 800 59.70 20 66.67 0.0003
2014-01-06 2013-12-31 13F CBIZ COM 124805102 1,340 700 109.38 12 140.00 0.0002
2013-10-10 2013-09-30 13F CBIZ COM 124805102 640 -100 -13.51 5 0.00 0.0001
2013-07-09 2013-06-30 13F CBIZ COM 124805102 740 740 5 0.0001
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.