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, Q1 2025
Institutional positions in CBIZ, Inc. as of Mar 31, 2025. 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
- 290
- +10 vs. Q4 2024
- Shares held
- 44.7M
- −707.5K (−1.6%) vs. Q4 2024
- Total value
- $3.39B
- −$323.8M (−8.7%) vs. Q4 2024
- New holders
- 43
- 97 more added
- Sold out
- 33
- 80 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: 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 | 262 | $2.69B |
| Q2 2025 | 277 | $3.43B |
| Q1 2025 | 290 | $3.39B |
| Q4 2024 | 282 | $3.74B |
| Q3 2024 | 286 | $3.01B |
| Q2 2024 | 276 | $3.38B |
| Q1 2024 | 269 | $3.55B |
| Q4 2023 | 260 | $2.76B |
| Q3 2023 | 245 | $2.27B |
| Q2 2023 | 233 | $2.36B |
| Q1 2023 | 227 | $2.21B |
| Q4 2022 | 228 | $2.09B |
| Q3 2022 | 208 | $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, Q1 2025
Shares, value and share of portfolio for each institution holding CBIZ, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,651,812 | $352.9M | 0.01% | −64,644−1.4% | Reduced |
| BlackRock, Inc. | 3,569,161 | $270.8M | 0.01% | −125,155−3.4% | Reduced |
| Morgan Stanley | 3,120,728 | $236.7M | 0.02% | +57,470+1.9% | Added |
| Capital Research Global Investors | 2,707,096 | $205.4M | 0.04% | −819,192−23.2% | Reduced |
| Burgundy Asset Management Ltd. | 2,220,266 | $168.4M | 1.75% | +138,886+6.7% | Added |
| P2 Capital Partners, LLC | 1,917,063 | $145.4M | 28.23% | +108,108+6.0% | Added |
| Dimensional Fund Advisors LP | 1,409,791 | $106.9M | 0.03% | −79,687−5.3% | Reduced |
| Capital World Investors | 1,241,179 | $94.2M | 0.02% | +106,594+9.4% | Added |
| State Street Corp | 1,157,702 | $87.8M | 0.00% | −7,194−0.6% | Reduced |
| Geode Capital Management, LLC | 1,127,637 | $85.6M | 0.01% | +17,725+1.6% | Added |
| FMR LLC | 1,035,972 | $78.6M | 0.01% | +57,091+5.8% | Added |
| BloombergSen Inc. | 1,022,380 | $77.6M | 6.70% | −17,952−1.7% | Reduced |
| Northern Trust Corp | 931,870 | $70.7M | 0.01% | −8,847−0.9% | Reduced |
| GW&K Investment Management, LLC | 893,516 | $67.8M | 0.63% | +78,811+9.7% | Added |
| Allspring Global Investments Holdings, LLC | 849,054 | $65.4M | 0.11% | −264,913−23.8% | Reduced |
| Premier Fund Managers Ltd | 810,999 | $60.8M | 2.27% | −2,699−0.3% | Reduced |
| JPMorgan Chase & Co | 753,520 | $57.2M | 0.00% | +51,158+7.3% | Added |
| Silvercrest Asset Management Group LLC | 707,123 | $53.6M | 0.38% | −106,745−13.1% | Reduced |
| Invesco Ltd. | 703,928 | $53.4M | 0.01% | −65,281−8.5% | Reduced |
| Artemis Investment Management LLP | 631,893 | $47.9M | 0.73% | +237,983+60.4% | Added |
| Price T Rowe Associates Inc | 585,808 | $44.4M | 0.01% | −63,506−9.8% | Reduced |
| Granite Investment Partners, LLC | 538,292 | $40.8M | 2.08% | −22,957−4.1% | Reduced |
| Charles Schwab Investment Management Inc | 524,122 | $39.8M | 0.01% | −11,758−2.2% | Reduced |
| Neumeier Poma Investment Counsel LLC | 456,382 | $34.6M | 3.72% | +320+0.1% | Added |
| Bank of America Corp | 453,245 | $34.4M | 0.00% | +21,495+5.0% | Added |
| Fenimore Asset Management Inc | 432,337 | $32.8M | 0.69% | +962+0.2% | Added |
| Macquarie Group Ltd | 428,080 | $32.5M | 0.04% | +31,395+7.9% | Added |
| Bessemer Group Inc | 427,923 | $32.5M | 0.06% | +16,220+3.9% | Added |
| Blair William & Co | 427,605 | $32.4M | 0.10% | +4,739+1.1% | Added |
| Geneva Capital Management LLC | 425,004 | $32.2M | 0.60% | +1,597+0.4% | Added |
| Wellington Management Group LLP | 410,180 | $31.1M | 0.01% | +8,628+2.1% | Added |
| Royal Bank of Canada | 396,278 | $30.1M | 0.01% | +188,472+90.7% | Added |
| Goldman Sachs Group Inc | 369,866 | $28.1M | 0.01% | −144,258−28.1% | Reduced |
| Handelsbanken Fonder AB | 347,000 | $26.3M | 0.11% | +25,000+7.8% | Added |
| Public Employees Retirement Association of Colorado | 316,438 | $24.0M | 0.10% | +4,742+1.5% | Added |
| Nuveen, LLC | 309,702 | $23.5M | 0.01% | +309,702 | New |
| Waters Parkerson & Co., LLC | 304,488 | $23.1M | 1.23% | +18,733+6.6% | Added |
| Summit Creek Advisors LLC | 304,090 | $23.1M | 3.37% | +140.0% | Added |
| Fiera Capital Corp | 234,522 | $17.8M | 0.06% | +29,902+14.6% | Added |
| Royce & Associates LP | 210,219 | $15.9M | 0.17% | +1,300+0.6% | Added |
| Segall Bryant & Hamill, LLC | 166,457 | $12.6M | 0.19% | +17,936+12.1% | Added |
| UBS Group AG | 151,315 | $11.5M | 0.00% | +56,384+59.4% | Added |
| Bank of New York Mellon Corp | 149,558 | $11.3M | 0.00% | −524−0.3% | Reduced |
| Deutsche Bank AG | 146,328 | $11.1M | 0.00% | −3,935−2.6% | Reduced |
| First Manhattan Co | 143,305 | $10.9M | 0.03% | −2,275−1.6% | Reduced |
| UBS Asset Management Americas Inc | 143,270 | $10.9M | 0.00% | +7,676+5.7% | Added |
| Neuberger Berman Group LLC | 139,445 | $10.6M | 0.01% | +9,060+6.9% | Added |
| Pacific Capital Partners Ltd | 125,000 | $9.48M | 6.00% | +7,500+6.4% | Added |
| Public Employees Retirement System of Ohio | 110,120 | $8.35M | 0.03% | −10,029−8.3% | Reduced |
| Two Sigma Advisers, LP | 105,623 | $8.01M | 0.02% | +13,600+14.8% | Added |
| Susquehanna International Group, LLP | 98,216 | $7.45M | 0.01% | +23,971+32.3% | Added |
| STRS Ohio | 91,200 | $6.92M | 0.03% | +12,900+16.5% | Added |
| SG Capital Management LLC | 90,314 | $6.85M | 0.69% | −160,730−64.0% | Reduced |
| Argent Capital Management LLC | 88,969 | $6.75M | 0.21% | +2,890+3.4% | Added |
| Falcon Edge Capital, LP | 88,495 | $6.71M | 2.99% | +88,495 | New |
| Swiss National Bank | 87,500 | $6.64M | 0.00% | −1,400−1.6% | Reduced |
| Bridge City Capital, LLC | 84,591 | $6.42M | 1.92% | +112+0.1% | Added |
| Qube Research & Technologies Ltd | 83,512 | $6.34M | 0.01% | −25,106−23.1% | Reduced |
| King Luther Capital Management Corp | 82,225 | $6.24M | 0.03% | +90+0.1% | Added |
| Bancreek Capital Management, LP | 81,792 | $6.20M | 9.28% | −9,938−10.8% | Reduced |
| New York State Common Retirement Fund | 79,695 | $6.05M | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 78,194 | $5.93M | 0.00% | +3,230+4.3% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 77,514 | $5.82M | 0.02% | −74,854−49.1% | Reduced |
| Ameriprise Financial Inc | 76,019 | $5.77M | 0.00% | +21,501+39.4% | Added |
| Legal & General Group Plc | 73,320 | $5.56M | 0.00% | +17,474+31.3% | Added |
| Rhumbline Advisers | 72,236 | $5.48M | 0.01% | +2,574+3.7% | Added |
| Two Sigma Investments, LP | 71,556 | $5.43M | 0.01% | +30,091+72.6% | Added |
| Norges Bank | 65,215 | $4.95M | 0.00% | −82,600−55.9% | Reduced |
| Russell Investments Group, Ltd. | 63,868 | $4.85M | 0.01% | +27,643+76.3% | Added |
| Barclays PLC | 61,512 | $4.67M | 0.00% | −24,098−28.1% | Reduced |
| First Trust Advisors LP | 60,056 | $4.56M | 0.00% | +41,949+231.7% | Added |
| Retirement Systems of Alabama | 59,288 | $4.50M | 0.02% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 57,909 | $4.39M | 0.06% | +13,498+30.4% | Added |
| Woodard & Co Asset Management Group Inc | 57,645 | $4.37M | 0.91% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 53,996 | $4.10M | 0.00% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 53,292 | $4.04M | 0.67% | +2,305+4.5% | Added |
| Advantage Alpha Capital Partners LP | 52,871 | $4.01M | 0.98% | +4,572+9.5% | Added |
| Victory Capital Management Inc | 52,115 | $3.95M | 0.00% | −6,783−11.5% | Reduced |
| Wells Fargo & Company | 42,905 | $3.25M | 0.00% | +102+0.2% | Added |
| Private Advisor Group, LLC | 42,757 | $3.24M | 0.02% | −60.0% | Reduced |
| Citadel Advisors LLC | 42,686 | $3.24M | 0.00% | −258,561−85.8% | Reduced |
| Rice Hall James & Associates, LLC | 42,555 | $3.23M | 0.19% | −190−0.4% | Reduced |
| California State Teachers Retirement System | 41,854 | $3.18M | 0.00% | −590−1.4% | Reduced |
| Jane Street Group, LLC | 41,240 | $3.13M | 0.01% | +20,214+96.1% | Added |
| Roundview Capital LLC | 40,423 | $3.07M | 0.22% | −3,877−8.8% | Reduced |
| Basswood Capital Management, L.L.C. | 40,355 | $3.06M | 0.17% | 00.0% | Unchanged |
| Empowered Funds, LLC | 40,269 | $3.05M | 0.04% | −1,191−2.9% | Reduced |
| Citigroup Inc | 38,345 | $2.91M | 0.00% | −26,889−41.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 38,340 | $2.91M | 0.01% | +21,728+130.8% | Added |
| Great Lakes Advisors, LLC | 37,073 | $2.81M | 0.03% | −9,234−19.9% | Reduced |
| LPL Financial LLC | 38,181 | $2.81M | 0.00% | +18,027+89.4% | Added |
| Teachers Retirement System of the State of Kentucky | 35,296 | $2.68M | 0.02% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 32,202 | $2.44M | 0.01% | +4,459+16.1% | Added |
| Millington Financial Advisors, LLC | 31,334 | $2.44M | 1.50% | +805+2.6% | Added |
| Taylor Frigon Capital Management LLC | 31,891 | $2.42M | 1.44% | +12,839+67.4% | Added |
| HighTower Advisors, LLC | 31,830 | $2.41M | 0.00% | +80.0% | Added |
| Principal Financial Group Inc | 31,766 | $2.41M | 0.00% | +243+0.8% | Added |
| Intech Investment Management LLC | 31,596 | $2.40M | 0.02% | +8,532+37.0% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 30,774 | $2.33M | 0.00% | +30,774 | New |
| Dark Forest Capital Management LP | 30,513 | $2.31M | 0.11% | +30,513 | New |