CBIZ, Inc.
CBZ- Exchange
- NYSE
- Industry
- Services-Business Services, NEC
- SEC CIK
- 0000944148
No open-market purchases or sales by CBIZ, Inc. insiders were filed in the last 90 days; 260 institutions reported holding it in 13F filings for Q2 2026, worth $1.64B in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in CBIZ, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 260
- 0 vs. Q1 2026
- Shares held
- 51.2M
- −1.08M (−2.1%) vs. Q1 2026
- Total value
- $1.64B
- +$218.9M (+15.4%) vs. Q1 2026
- New holders
- 45
- 104 more added
- Sold out
- 45
- 66 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CBZ on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 260 | $1.64B |
| Q1 2026 | 263 | $1.43B |
| Q4 2025 | 265 | $2.73B |
| Q3 2025 | 263 | $2.72B |
| Q2 2025 | 277 | $3.47B |
| Q1 2025 | 290 | $3.39B |
| Q4 2024 | 282 | $3.74B |
| Q3 2024 | 286 | $3.06B |
| Q2 2024 | 276 | $3.43B |
| Q1 2024 | 269 | $4.09B |
| Q4 2023 | 260 | $3.01B |
| Q3 2023 | 245 | $2.27B |
| Q2 2023 | 233 | $2.36B |
| Q1 2023 | 227 | $2.23B |
| Q4 2022 | 228 | $2.09B |
| Q3 2022 | 209 | $1.95B |
| Q2 2022 | 188 | $1.86B |
| Q1 2022 | 173 | $1.98B |
| Q4 2021 | 169 | $1.82B |
| Q3 2021 | 161 | $1.51B |
| Q2 2021 | 168 | $1.55B |
| Q1 2021 | 168 | $1.56B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding CBIZ, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 8,047,282 | $258.2M | 0.01% | +536,239+7.1% | Added |
| BlackRock, Inc. | 4,971,786 | $159.5M | 0.00% | +1,159,861+30.4% | Added |
| Bank of Montreal | 3,453,723 | $110.8M | 0.04% | −54,182−1.5% | Reduced |
| 22C Capital LLC | 3,202,267 | $102.7M | 100.00% | 00.0% | Unchanged |
| Vanguard Capital Management LLC | 2,259,967 | $72.5M | 0.00% | +113,380+5.3% | Added |
| Vanguard Portfolio Management LLC | 2,253,744 | $72.3M | 0.00% | +180,920+8.7% | Added |
| Morgan Stanley | 1,492,737 | $47.9M | 0.00% | −515,888−25.7% | Reduced |
| Geode Capital Management, LLC | 1,257,357 | $40.3M | 0.00% | +97,978+8.5% | Added |
| State Street Corp | 1,244,553 | $39.9M | 0.00% | +92,844+8.1% | Added |
| P2 Capital Partners, LLC | 1,136,974 | $36.5M | 14.85% | −3,700−0.3% | Reduced |
| BloombergSen Inc. | 1,068,306 | $34.3M | 3.83% | +74,277+7.5% | Added |
| Royce & Associates LP | 992,770 | $31.8M | 0.26% | +166,908+20.2% | Added |
| Boston Partners | 778,451 | $25.7M | 0.02% | +217,051+38.7% | Added |
| Silvercrest Asset Management Group LLC | 736,320 | $23.6M | 0.15% | +156,723+27.0% | Added |
| Northern Trust Corp | 711,168 | $22.8M | 0.00% | −57,835−7.5% | Reduced |
| AQR Capital Management LLC | 709,617 | $22.8M | 0.01% | +463,814+188.7% | Added |
| Fenimore Asset Management Inc | 681,628 | $21.9M | 0.45% | −594−0.1% | Reduced |
| Charles Schwab Investment Management Inc | 665,870 | $21.4M | 0.00% | +43,603+7.0% | Added |
| DG Capital Management, LLC | 660,000 | $21.2M | 7.33% | +660,000 | New |
| Ameriprise Financial Inc | 591,470 | $19.0M | 0.00% | −9,485−1.6% | Reduced |
| Goldman Sachs Group Inc | 588,686 | $18.9M | 0.00% | −97,941−14.3% | Reduced |
| Dimensional Fund Advisors LP | 546,915 | $17.5M | 0.00% | +650.0% | Added |
| Allianz Asset Management GmbH | 544,846 | $17.5M | 0.02% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 515,707 | $16.5M | 0.82% | −7,335−1.4% | Reduced |
| BNP Paribas Arbitrage, SA | 475,961 | $15.3M | 0.01% | −81,896−14.7% | Reduced |
| Nuveen, LLC | 464,362 | $14.9M | 0.00% | +315,750+212.5% | Added |
| Basswood Capital Management, L.L.C. | 451,259 | $14.5M | 0.62% | +246,597+120.5% | Added |
| UBS Group AG | 411,595 | $13.2M | 0.00% | +129,592+46.0% | Added |
| Prudential Financial Inc | 411,251 | $13.2M | 0.01% | +53,334+14.9% | Added |
| Hotchkis & Wiley Capital Management LLC | 350,500 | $11.2M | 0.03% | −6,680−1.9% | Reduced |
| Montrusco Bolton Investments Inc. | 342,221 | $11.0M | 0.17% | +2,200+0.6% | Added |
| Loomis Sayles & Co L P | 339,085 | $10.9M | 0.01% | −1,118−0.3% | Reduced |
| Dana Investment Advisors, Inc. | 322,771 | $10.4M | 0.27% | +322,771 | New |
| Vanguard Fiduciary Trust Co | 322,059 | $10.3M | 0.00% | −22,744−6.6% | Reduced |
| Geneva Capital Management LLC | 294,044 | $9.43M | 0.22% | −59,094−16.7% | Reduced |
| Russell Investments Group, Ltd. | 278,966 | $8.95M | 0.01% | +203,609+270.2% | Added |
| GatePass Capital, LLC | 258,877 | $8.30M | 3.17% | +160,714+163.7% | Added |
| Royal Bank of Canada | 241,840 | $7.76M | 0.00% | −32,358−11.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 213,598 | $7.32M | 0.01% | +39,872+23.0% | Added |
| Bank of America Corp | 224,255 | $7.19M | 0.00% | −205,983−47.9% | Reduced |
| Quantinno Capital Management LP | 218,579 | $7.01M | 0.01% | +43,574+24.9% | Added |
| Tudor Investment Corp Et Al | 213,627 | $6.85M | 0.03% | +56,831+36.2% | Added |
| Engine Capital Management, LP | 201,998 | $6.48M | 0.63% | +201,998 | New |
| Creative Planning | 195,084 | $6.26M | 0.00% | +116,861+149.4% | Added |
| First Trust Advisors LP | 189,662 | $6.08M | 0.00% | +127,376+204.5% | Added |
| Bank of New York Mellon Corp | 188,621 | $6.05M | 0.00% | +21,834+13.1% | Added |
| Clearline Capital LP | 174,345 | $5.59M | 0.36% | 00.0% | Unchanged |
| First Manhattan Co | 170,975 | $5.48M | 0.01% | +10,000+6.2% | Added |
| Edgestream Partners, L.P. | 167,963 | $5.39M | 0.16% | +33,472+24.9% | Added |
| CI Private Wealth, LLC | 167,780 | $5.38M | 0.01% | +11,515+7.4% | Added |
| Cygnus Capital Advisors, LLC | 163,214 | $5.24M | 3.56% | +163,214 | New |
| Prelude Capital Management, LLC | 157,894 | $5.07M | 0.37% | +157,894 | New |
| Two Sigma Investments, LP | 138,434 | $4.44M | 0.00% | −192,251−58.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 116,044 | $4.39M | 0.01% | +4,454+4.0% | Added |
| Blair William & Co | 133,891 | $4.30M | 0.01% | −30,783−18.7% | Reduced |
| Invesco Ltd. | 129,561 | $4.16M | 0.00% | +7,498+6.1% | Added |
| Summit Creek Advisors LLC | 123,551 | $3.96M | 1.35% | −111,081−47.3% | Reduced |
| Barclays PLC | 114,157 | $3.66M | 0.00% | +69,774+157.2% | Added |
| D. E. Shaw & Co., Inc. | 112,199 | $3.60M | 0.00% | −156,020−58.2% | Reduced |
| Swiss National Bank | 104,500 | $3.35M | 0.00% | +7,700+8.0% | Added |
| Stifel Financial Corp | 104,161 | $3.34M | 0.00% | −2,874−2.7% | Reduced |
| Victory Capital Management Inc | 103,788 | $3.33M | 0.00% | +6,453+6.6% | Added |
| Federated Hermes, Inc. | 100,099 | $3.21M | 0.00% | +100,099 | New |
| Qube Research & Technologies Ltd | 96,649 | $3.10M | 0.00% | −414,364−81.1% | Reduced |
| UBS Asset Management Americas Inc | 94,392 | $3.03M | 0.00% | −15,975−14.5% | Reduced |
| Trexquant Investment LP | 89,401 | $2.87M | 0.02% | −245,796−73.3% | Reduced |
| Susquehanna International Group, LLP | 85,788 | $2.75M | 0.00% | +40,460+89.3% | Added |
| Algert Global LLC | 74,865 | $2.40M | 0.03% | +41,840+126.7% | Added |
| Marshall Wace, LLP | 74,383 | $2.39M | 0.00% | +54,361+271.5% | Added |
| Taylor Frigon Capital Management LLC | 74,318 | $2.38M | 1.12% | +29,021+64.1% | Added |
| Picton Mahoney Asset Management | 72,912 | $2.34M | 0.02% | +72,912 | New |
| Price T Rowe Associates Inc | 68,871 | $2.21M | 0.00% | +9,523+16.0% | Added |
| Rhumbline Advisers | 68,115 | $2.19M | 0.00% | +4,390+6.9% | Added |
| Wells Fargo & Company | 66,909 | $2.15M | 0.00% | +32,990+97.3% | Added |
| XTX Topco Ltd | 66,593 | $2.14M | 0.03% | −41,208−38.2% | Reduced |
| Bridge City Capital, LLC | 63,792 | $2.05M | 0.47% | −1,250−1.9% | Reduced |
| California State Teachers Retirement System | 61,549 | $1.97M | 0.00% | −1,561−2.5% | Reduced |
| Chatham Capital Group, Inc. | 59,773 | $1.92M | 0.24% | +9,816+19.6% | Added |
| Deutsche Bank AG | 57,708 | $1.85M | 0.00% | −114,599−66.5% | Reduced |
| Woodard & Co Asset Management Group Inc | 57,645 | $1.85M | 0.27% | 00.0% | Unchanged |
| Vanguard Asset Management, Ltd | 50,681 | $1.63M | 0.00% | +7,148+16.4% | Added |
| JPMorgan Chase & Co | 47,098 | $1.59M | 0.00% | −176,891−79.0% | Reduced |
| Holocene Advisors, LP | 47,794 | $1.53M | 0.00% | +11,074+30.2% | Added |
| Legal & General Group Plc | 45,973 | $1.47M | 0.00% | +4,182+10.0% | Added |
| Alliancebernstein L.P. | 51,816 | $1.39M | 0.00% | −850,157−94.3% | Reduced |
| Private Advisor Group, LLC | 42,652 | $1.37M | 0.01% | 00.0% | Unchanged |
| HSBC Holdings PLC | 41,460 | $1.34M | 0.00% | +41,460 | New |
| Envestnet Asset Management Inc | 41,544 | $1.33M | 0.00% | −54−0.1% | Reduced |
| SG Americas Securities, LLC | 40,414 | $1.30M | 0.00% | −75,165−65.0% | Reduced |
| Mariner, LLC | 39,879 | $1.28M | 0.00% | +39,879 | New |
| Balyasny Asset Management LLC | 37,832 | $1.21M | 0.00% | −17,039−31.1% | Reduced |
| New York State Common Retirement Fund | 36,206 | $1.16M | 0.00% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 35,586 | $1.14M | 0.01% | −3,803−9.7% | Reduced |
| Roundview Capital LLC | 34,577 | $1.11M | 0.06% | −900−2.5% | Reduced |
| Mercer Global Advisors Inc | 34,561 | $1.11M | 0.00% | +19,681+132.3% | Added |
| Gotham Asset Management, LLC | 34,530 | $1.11M | 0.00% | +10,825+45.7% | Added |
| Citadel Advisors LLC | 34,235 | $1.10M | 0.00% | −69,410−67.0% | Reduced |
| Capital Fund Management S.A. | 33,908 | $1.09M | 0.01% | −15,614−31.5% | Reduced |
| Cerity Partners LLC | 33,623 | $1.08M | 0.00% | +21,545+178.4% | Added |
| HighTower Advisors, LLC | 30,581 | $981.0K | 0.00% | +213+0.7% | Added |