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 |
|---|---|---|---|---|---|
| Atria Investments LLC | 3,469 | $263.2K | 0.00% | +3,469 | New |
| Flaharty Asset Management, LLC | 3,492 | $264.9K | 0.04% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 3,611 | $273.9K | 0.01% | +3,611 | New |
| Xponance, Inc. | 3,620 | $274.6K | 0.00% | +195+5.7% | Added |
| Vista Finance, LLC | 3,706 | $281.1K | 0.24% | +904+32.3% | Added |
| Prudential Financial Inc | 3,680 | $281.2K | 0.00% | +330+9.9% | Added |
| O'Shaughnessy Asset Management, LLC | 3,758 | $285.1K | 0.00% | −303−7.5% | Reduced |
| Kavar Capital Partners Group, LLC | 4,105 | $311.4K | 0.05% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 4,219 | $320.1K | 0.01% | +4,219 | New |
| CBIZ Investment Advisory Services, LLC | 4,389 | $332.9K | 0.02% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 4,454 | $337.9K | 0.00% | +235+5.6% | Added |
| CWM Advisors, LLC | 4,531 | $343.7K | 0.04% | −325−6.7% | Reduced |
| The PNC Financial Services Group, Inc. | 4,655 | $353.1K | 0.00% | +457+10.9% | Added |
| State of Wisconsin Investment Board | 4,663 | $353.7K | 0.00% | −441−8.6% | Reduced |
| Balyasny Asset Management LLC | 4,739 | $359.5K | 0.00% | +138+3.0% | Added |
| Sanctuary Advisors, LLC | 4,759 | $361.0K | 0.00% | +1,212+34.2% | Added |
| Ameritas Investment Partners, Inc. | 4,848 | $367.8K | 0.01% | −166−3.3% | Reduced |
| Avantax Advisory Services, Inc. | 4,956 | $376.0K | 0.00% | +209+4.4% | Added |
| Fifth Third Bancorp | 4,997 | $379.1K | 0.00% | +1,071+27.3% | Added |
| Versor Investments LP | 5,189 | $393.6K | 0.06% | −2,591−33.3% | Reduced |
| Ifrah Financial Services, Inc. | 5,247 | $398.0K | 0.11% | −522−9.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 5,287 | $401.1K | 0.00% | +5,287 | New |
| Pictet Asset Management Holding SA | 5,722 | $434.1K | 0.00% | −10−0.2% | Reduced |
| Mayflower Financial Advisors, LLC | 5,863 | $444.8K | 0.07% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 5,914 | $448.6K | 0.00% | −19−0.3% | Reduced |
| Fiduciary Trust Co | 6,085 | $461.6K | 0.01% | +6,085 | New |
| Country Club Bank | 6,294 | $471.9K | 0.03% | 00.0% | Unchanged |
| Meritage Portfolio Management | 6,234 | $472.9K | 0.03% | −4,984−44.4% | Reduced |
| Jennison Associates LLC | 6,396 | $485.2K | 0.00% | +6,396 | New |
| Teacher Retirement System of Texas | 6,604 | $501.0K | 0.00% | +685+11.6% | Added |
| HMS Capital Management, LLC | 7,078 | $502.5K | 0.28% | 00.0% | Unchanged |
| State of Wyoming | 7,110 | $539.4K | 0.07% | +1,545+27.8% | Added |
| JustInvest LLC | 7,239 | $549.2K | 0.01% | −569−7.3% | Reduced |
| Mercer Global Advisors Inc | 7,824 | $593.5K | 0.00% | +7,824 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,006 | $607.3K | 0.00% | 00.0% | Unchanged |
| Commerce Bank | 8,066 | $611.9K | 0.00% | +1,100+15.8% | Added |
| Captrust Financial Advisors | 8,540 | $647.8K | 0.00% | −1,859−17.9% | Reduced |
| KLP Kapitalforvaltning AS | 8,700 | $660.0K | 0.00% | −700−7.4% | Reduced |
| Dodds Wealth, LLC | 8,742 | $663.2K | 0.22% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 8,910 | $675.9K | 0.23% | −9−0.1% | Reduced |
| CI Private Wealth, LLC | 9,339 | $708.5K | 0.00% | −171−1.8% | Reduced |
| Comerica Bank | 9,460 | $717.6K | 0.00% | −96−1.0% | Reduced |
| Cynosure Management, LLC | 9,729 | $738.0K | 0.10% | +2,243+30.0% | Added |
| CAPROCK Group, Inc. | 9,973 | $756.6K | 0.02% | 00.0% | Unchanged |
| RBF Capital, LLC | 10,000 | $758.6K | 0.05% | 00.0% | Unchanged |
| Millennium Management LLC | 10,194 | $773.3K | 0.00% | +10,194 | New |
| Police & Firemen's Retirement System of New Jersey | 10,213 | $774.8K | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 10,375 | $787.0K | 0.00% | −3,122−23.1% | Reduced |
| CIBC World Markets Corp | 10,634 | $806.7K | 0.01% | +6,150+137.2% | Added |
| Susquehanna Fundamental Investments, LLC | 10,994 | $834.0K | 0.01% | −27,596−71.5% | Reduced |
| Next Capital Management LLC | 11,000 | $834.5K | 0.40% | 00.0% | Unchanged |
| AQR Capital Management LLC | 11,725 | $889.5K | 0.00% | +682+6.2% | Added |
| Cerity Partners LLC | 12,076 | $916.1K | 0.00% | −1,401−10.4% | Reduced |
| Valeo Financial Advisors, LLC | 12,077 | $916.2K | 0.03% | 00.0% | Unchanged |
| Callan Family Office, LLC | 12,423 | $942.4K | 0.07% | +489+4.1% | Added |
| Voya Investment Management LLC | 12,929 | $980.8K | 0.00% | −1,672−11.5% | Reduced |
| Arizona State Retirement System | 12,957 | $982.9K | 0.01% | −155−1.2% | Reduced |
| Truist Financial Corp | 12,963 | $983.4K | 0.00% | −175−1.3% | Reduced |
| CWM, LLC | 12,979 | $985.0K | 0.00% | −1,808−12.2% | Reduced |
| Quantbot Technologies LP | 13,186 | $1.00M | 0.03% | +13,186 | New |
| Apexium Financial, LP | 13,246 | $1.00M | 0.06% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 13,249 | $1.01M | 0.00% | +13,249 | New |
| State Board of Administration of Florida Retirement System | 13,648 | $1.04M | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 13,751 | $1.04M | 0.05% | +13,751 | New |
| Mariner, LLC | 13,793 | $1.05M | 0.00% | +1,849+15.5% | Added |
| Chicago Wealth Management, Inc. | 14,000 | $1.06M | 0.56% | 00.0% | Unchanged |
| Laurus Investment Counsel Inc. | 14,020 | $1.06M | 0.71% | −14,870−51.5% | Reduced |
| SG Americas Securities, LLC | 14,263 | $1.08M | 0.00% | +11,727+462.4% | Added |
| Yarbrough Capital, LLC | 14,346 | $1.09M | 0.05% | 00.0% | Unchanged |
| Omers Administration Corp | 14,600 | $1.11M | 0.01% | +14,600 | New |
| Kestra Advisory Services, LLC | 15,079 | $1.14M | 0.01% | 00.0% | Unchanged |
| Legato Capital Management LLC | 16,238 | $1.23M | 0.17% | −212−1.3% | Reduced |
| Stifel Financial Corp | 17,516 | $1.33M | 0.00% | +280+1.6% | Added |
| Twinbeech Capital LP | 17,667 | $1.34M | 0.02% | +17,667 | New |
| Zions Bancorporation, National Association | 17,805 | $1.35M | 0.09% | +17,805 | New |
| Commonwealth Equity Services, LLC | 18,776 | $1.42M | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 19,263 | $1.45M | 0.00% | −79,518−80.5% | Reduced |
| Great West Life Assurance Co | 19,269 | $1.47M | 0.00% | −1,191−5.8% | Reduced |
| Kensington Investment Counsel, LLC | 19,657 | $1.49M | 0.66% | −554−2.7% | Reduced |
| Ensign Peak Advisors, Inc | 20,648 | $1.57M | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 21,152 | $1.60M | 0.00% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 21,600 | $1.64M | 0.00% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 23,024 | $1.75M | 0.01% | −4,213−15.5% | Reduced |
| Corebridge Financial, Inc. | 23,479 | $1.78M | 0.01% | −347−1.5% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 23,643 | $1.79M | 0.32% | 00.0% | Unchanged |
| SEI Investments Co | 24,107 | $1.83M | 0.00% | −13,294−35.5% | Reduced |
| Creative Planning | 24,281 | $1.84M | 0.00% | −224−0.9% | Reduced |
| MetLife Investment Management | 27,873 | $2.11M | 0.01% | −1,063−3.7% | Reduced |
| Manufacturers Life Insurance Company, The | 28,306 | $2.15M | 0.00% | +2,257+8.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 29,294 | $2.22M | 0.00% | +1,318+4.7% | Added |
| Dark Forest Capital Management LP | 30,513 | $2.31M | 0.11% | +30,513 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 30,774 | $2.33M | 0.00% | +30,774 | New |
| Intech Investment Management LLC | 31,596 | $2.40M | 0.02% | +8,532+37.0% | Added |
| Principal Financial Group Inc | 31,766 | $2.41M | 0.00% | +243+0.8% | Added |
| HighTower Advisors, LLC | 31,830 | $2.41M | 0.00% | +80.0% | Added |
| Taylor Frigon Capital Management LLC | 31,891 | $2.42M | 1.44% | +12,839+67.4% | Added |
| Millington Financial Advisors, LLC | 31,334 | $2.44M | 1.50% | +805+2.6% | Added |
| Pathstone Holdings, LLC | 32,202 | $2.44M | 0.01% | +4,459+16.1% | Added |
| Teachers Retirement System of the State of Kentucky | 35,296 | $2.68M | 0.02% | 00.0% | Unchanged |
| LPL Financial LLC | 38,181 | $2.81M | 0.00% | +18,027+89.4% | Added |