CBIZ, Inc.

CBZ

Exchange: NYSE
Industry: Services-Business Services, NEC
SEC CIK: 0000944148

SEC filings (opens in a new tab)

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.

Q1 2025 vs. Q4 2024

How the institutions holding CBIZ, Inc. changed between Q4 2024 and Q1 2025.

All holders in Q1 2025 All holders in Q4 2024

13F holders of CBZ: Q4 2024 compared with Q1 2025
Measure	Q4 2024	Of which not filed for Q1 2025	Q1 2025	Change
Holders	282	2	290	+10
Shares	45.7M	244.6K	44.7M	−707.5K (−1.6%)
Value	$3.74B	$20.0M	$3.39B	−$323.8M (−8.7%)

2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (43)

Institutions that held CBIZ, Inc. at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to CBZ in Q1 2025
Institution	Shares	Value	% of portfolio
Nuveen, LLC	309,702	$23.5M	0.01%
Falcon Edge Capital, LP	88,495	$6.71M	2.99%
Universal- Beteiligungs- und Servicegesellschaft mbH	30,774	$2.33M	0.00%
Dark Forest Capital Management LP	30,513	$2.31M	0.11%
Zions Bancorporation, National Association	17,805	$1.35M	0.09%
Twinbeech Capital LP	17,667	$1.34M	0.02%
Omers Administration Corp	14,600	$1.11M	0.01%
XTX Topco Ltd	13,751	$1.04M	0.05%
Northwestern Mutual Wealth Management Co	13,249	$1.01M	0.00%
Quantbot Technologies LP	13,186	$1.00M	0.03%
Millennium Management LLC	10,194	$773.3K	0.00%
Mercer Global Advisors Inc	7,824	$593.5K	0.00%
Jennison Associates LLC	6,396	$485.2K	0.00%
Fiduciary Trust Co	6,085	$461.6K	0.01%
Schonfeld Strategic Advisors LLC	5,287	$401.1K	0.00%
Engineers Gate Manager LP	4,219	$320.1K	0.01%
J.W. Cole Advisors, Inc.	3,611	$273.9K	0.01%
Atria Investments LLC	3,469	$263.2K	0.00%
Ethic Inc.	3,099	$238.6K	0.00%
Quantinno Capital Management LP	2,903	$220.2K	0.00%
Jain Global LLC	2,894	$219.5K	0.00%
Coldstream Capital Management Inc	1,337	$101.4K	0.00%
Lazard Asset Management LLC	928	$70.0K	0.00%
Financial Network Wealth Management LLC	727	$55.0K	0.02%
Whittier Trust Co	442	$33.5K	0.00%
Quarry LP	347	$26.3K	0.01%
Optiver Holding B.V.	326	$24.7K	0.00%
Simplex Trading, LLC	236	$17.0K	0.00%
Rise Advisors, LLC	130	$9.86K	0.00%
Skopos Labs, Inc.	110	$8.35K	0.00%
Harbor Capital Advisors, Inc.	102	$8.00K	0.00%
Kestra Investment Management, LLC	64	$4.86K	0.00%
Highline Wealth Partners LLC	52	$3.94K	0.00%
Ronald Blue Trust, Inc.	31	$2.35K	0.00%
Stephens Consulting, LLC	15	$1.14K	0.00%
Larson Financial Group LLC	13	$986	0.00%
Financial Network Wealth Advisors LLC	10	$759	0.00%
Bare Financial Services, Inc	8	$607	0.00%
Garde Capital, Inc.	5	$380	0.00%
Caitong International Asset Management Co., Ltd	3	$228	0.00%
HFM Investment Advisors, LLC	1	$76	0.00%
Bay Harbor Wealth Management, LLC	1	$75	0.00%
Avion Wealth	3	$0	0.00%

Sold out (33)

Institutions that held CBIZ, Inc. at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of CBZ in Q1 2025
Institution	Shares, Q4 2024	Value, Q4 2024
Emmett Investment Management, LP	53,782	$4.40M
Marshall Wace, LLP	53,375	$4.37M
Voloridge Investment Management, LLC	42,118	$3.45M
Exchange Traded Concepts, LLC	40,030	$3.28M
Numerai GP LLC	12,235	$1.00M
Man Group plc	11,825	$967.6K
Squarepoint Ops LLC	10,498	$859.1K
HSBC Holdings PLC	5,885	$484.6K
Inceptionr LLC	4,830	$395.2K
Burton Enright Welch	4,771	$390.4K
Tudor Investment Corp Et Al	4,766	$390.0K
Cannon Global Investment Management, LLC	3,900	$319.1K
Bleakley Financial Group, LLC	3,765	$308.1K
Bryce Point Capital, LLC	3,524	$288.4K
Landscape Capital Management, L.L.C.	3,414	$279.4K
Sawgrass Asset Management LLC	3,340	$273.3K
Bank of Montreal	2,927	$239.5K
Callahan Advisors, LLC	2,871	$234.9K
Cetera Investment Advisers	2,850	$233.2K
Bayesian Capital Management, LP	2,835	$232.0K
Frank, Rimerman Advisors LLC	2,750	$225.0K
RSM US Wealth Management LLC	2,683	$219.0K
ArrowMark Colorado Holdings LLC	2,492	$203.9K
Venturi Wealth Management, LLC	1,350	$110.5K
Federated Hermes, Inc.	803	$65.7K
VisionPoint Advisory Group, LLC	735	$59.7K
McIlrath & Eck, LLC	557	$45.6K
North Star Investment Management Corp.	470	$38.5K
Aster Capital Management (DIFC) Ltd	436	$35.7K
Proequities, Inc.	330	$28.0K
Silicon Valley Capital Partners	293	$24.0K
Johnson Financial Group, Inc.	82	$7.04K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	76	$6.22K

Not filed for Q1 2025 yet (2)

Institutions that held CBIZ, Inc. at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CBZ in Q4 2024 that haven't filed for Q1 2025
Institution	Shares, Q4 2024	Value, Q4 2024
Nuveen Asset Management, LLC	244,080	$20.0M
Cassady Schiller Wealth Management, LLC	500	$40.9K