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 |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 3 | $0 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 1 | $75 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $76 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $76 | 0.00% | +1 | New |
| Caitong International Asset Management Co., Ltd | 3 | $228 | 0.00% | +3 | New |
| Allworth Financial LP | 5 | $333 | 0.00% | −4−44.4% | Reduced |
| Garde Capital, Inc. | 5 | $380 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $456 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 8 | $607 | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 9 | $683 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 10 | $759 | 0.00% | +10 | New |
| Bell Investment Advisors, Inc | 11 | $835 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 12 | $910 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 13 | $986 | 0.00% | +13 | New |
| JFS Wealth Advisors, LLC | 13 | $987 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 25 | $1.00K | 0.00% | +3+13.6% | Added |
| Hexagon Capital Partners LLC | 14 | $1.06K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 15 | $1.14K | 0.00% | +15 | New |
| IFP Advisors, Inc | 20 | $1.67K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 26 | $1.97K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 31 | $2.35K | 0.00% | +31 | New |
| Bellwether Advisors, LLC | 36 | $2.73K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 46 | $3.49K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 51 | $3.87K | 0.00% | +2+4.1% | Added |
| Highline Wealth Partners LLC | 52 | $3.94K | 0.00% | +52 | New |
| Rothschild Investment LLC | 55 | $4.17K | 0.00% | −5−8.3% | Reduced |
| Parallel Advisors, LLC | 61 | $4.63K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 61 | $4.63K | 0.00% | +16+35.6% | Added |
| Kestra Investment Management, LLC | 64 | $4.86K | 0.00% | +64 | New |
| SRS Capital Advisors, Inc. | 69 | $5.24K | 0.00% | −166−70.6% | Reduced |
| CIBC Private Wealth Group, LLC | 93 | $6.51K | 0.00% | +29+45.3% | Added |
| SBI Securities Co., Ltd. | 98 | $7.43K | 0.00% | +96+4,800.0% | Added |
| Danske Bank A/S | 100 | $7.59K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 100 | $7.59K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 104 | $7.89K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 102 | $8.00K | 0.00% | +102 | New |
| Farther Finance Advisors, LLC | 106 | $8.16K | 0.00% | −5−4.5% | Reduced |
| Skopos Labs, Inc. | 110 | $8.35K | 0.00% | +110 | New |
| Versant Capital Management, Inc | 111 | $8.42K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 130 | $9.86K | 0.00% | +130 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 144 | $10.9K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 170 | $13.9K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 192 | $14.6K | 0.00% | −11−5.4% | Reduced |
| Lindbrook Capital, LLC | 192 | $14.6K | 0.00% | +3+1.6% | Added |
| TCTC Holdings, LLC | 193 | $14.6K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 197 | $14.9K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 206 | $15.6K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 212 | $16.1K | 0.00% | +56+35.9% | Added |
| J.Safra Asset Management Corp | 217 | $16.5K | 0.00% | +13+6.4% | Added |
| GAMMA Investing LLC | 217 | $16.5K | 0.00% | +42+24.0% | Added |
| Simplex Trading, LLC | 236 | $17.0K | 0.00% | +236 | New |
| EverSource Wealth Advisors, LLC | 272 | $20.6K | 0.00% | +28+11.5% | Added |
| Mather Group, LLC. | 313 | $23.7K | 0.00% | +90+40.4% | Added |
| Optiver Holding B.V. | 326 | $24.7K | 0.00% | +326 | New |
| Quarry LP | 347 | $26.3K | 0.01% | +347 | New |
| First Horizon Advisors, Inc. | 387 | $29.4K | 0.00% | +54+16.2% | Added |
| Jones Financial Companies LLLP | 413 | $31.0K | 0.00% | +233+129.4% | Added |
| Global Financial Private Client, LLC | 411 | $31.2K | 0.01% | +3+0.7% | Added |
| MAI Capital Management | 423 | $32.1K | 0.00% | +300+243.9% | Added |
| Whittier Trust Co | 442 | $33.5K | 0.00% | +442 | New |
| Ancora Advisors, LLC | 500 | $37.9K | 0.00% | 00.0% | Unchanged |
| Trust Co | 500 | $37.9K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 590 | $44.8K | 0.03% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 604 | $45.3K | 0.00% | −40−6.2% | Reduced |
| Financial Network Wealth Management LLC | 727 | $55.0K | 0.02% | +727 | New |
| NBT Bank N A | 750 | $56.9K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 875 | $66.4K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 905 | $68.7K | 0.00% | +150+19.9% | Added |
| Lazard Asset Management LLC | 928 | $70.0K | 0.00% | +928 | New |
| Signaturefd, LLC | 939 | $71.2K | 0.00% | +48+5.4% | Added |
| Coldstream Capital Management Inc | 1,337 | $101.4K | 0.00% | +1,337 | New |
| Tower Research Capital LLC (TRC) | 1,388 | $105.3K | 0.00% | −198−12.5% | Reduced |
| US Bancorp | 1,536 | $116.5K | 0.00% | −260−14.5% | Reduced |
| Amalgamated Bank | 1,640 | $124.0K | 0.00% | +6+0.4% | Added |
| Trust Co of Vermont | 1,650 | $125.2K | 0.01% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 1,850 | $140.3K | 0.07% | 00.0% | Unchanged |
| Huntington National Bank | 1,926 | $146.1K | 0.00% | −294−13.2% | Reduced |
| KBC Group NV | 2,021 | $153.0K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 2,059 | $156.2K | 0.02% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,141 | $162.4K | 0.00% | −86−3.9% | Reduced |
| Welch & Forbes LLC | 2,647 | $200.8K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,733 | $207.3K | 0.00% | +1,516+124.6% | Added |
| Jain Global LLC | 2,894 | $219.5K | 0.00% | +2,894 | New |
| Advisors Capital Management, LLC | 2,900 | $220.0K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 2,903 | $220.2K | 0.00% | +2,903 | New |
| First Financial Bankshares Inc | 2,923 | $221.7K | 0.00% | −2,923−50.0% | Reduced |
| Vestcor Inc | 2,922 | $222.0K | 0.01% | +148+5.3% | Added |
| DekaBank Deutsche Girozentrale | 3,040 | $223.0K | 0.00% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 3,000 | $227.6K | 0.17% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 3,022 | $229.0K | 0.00% | −1,500−33.2% | Reduced |
| Mackenzie Financial Corp | 3,020 | $229.1K | 0.00% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 3,068 | $232.7K | 0.03% | +139+4.7% | Added |
| Pinnacle Financial Partners Inc | 3,142 | $238.4K | 0.00% | 00.0% | Unchanged |
| Ethic Inc. | 3,099 | $238.6K | 0.00% | +3,099 | New |
| Compass Ion Advisors, LLC | 3,297 | $250.1K | 0.03% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 3,342 | $253.0K | 0.02% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 3,397 | $257.7K | 0.00% | −3,595−51.4% | Reduced |
| Sanders Morris Harris LLC | 3,400 | $257.9K | 0.04% | 00.0% | Unchanged |