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 |
|---|---|---|---|---|---|
| Mirae Asset Global ETFs Holdings Ltd. | 29,294 | $2.22M | 0.00% | +1,318+4.7% | Added |
| Manufacturers Life Insurance Company, The | 28,306 | $2.15M | 0.00% | +2,257+8.7% | Added |
| MetLife Investment Management | 27,873 | $2.11M | 0.01% | −1,063−3.7% | Reduced |
| Creative Planning | 24,281 | $1.84M | 0.00% | −224−0.9% | Reduced |
| SEI Investments Co | 24,107 | $1.83M | 0.00% | −13,294−35.5% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 23,643 | $1.79M | 0.32% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 23,479 | $1.78M | 0.01% | −347−1.5% | Reduced |
| State of New Jersey Common Pension Fund D | 23,024 | $1.75M | 0.01% | −4,213−15.5% | Reduced |
| Assenagon Asset Management S.A. | 21,600 | $1.64M | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 21,152 | $1.60M | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 20,648 | $1.57M | 0.00% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 19,657 | $1.49M | 0.66% | −554−2.7% | Reduced |
| Great West Life Assurance Co | 19,269 | $1.47M | 0.00% | −1,191−5.8% | Reduced |
| Janus Henderson Group PLC | 19,263 | $1.45M | 0.00% | −79,518−80.5% | Reduced |
| Commonwealth Equity Services, LLC | 18,776 | $1.42M | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 17,805 | $1.35M | 0.09% | +17,805 | New |
| Twinbeech Capital LP | 17,667 | $1.34M | 0.02% | +17,667 | New |
| Stifel Financial Corp | 17,516 | $1.33M | 0.00% | +280+1.6% | Added |
| Legato Capital Management LLC | 16,238 | $1.23M | 0.17% | −212−1.3% | Reduced |
| Kestra Advisory Services, LLC | 15,079 | $1.14M | 0.01% | 00.0% | Unchanged |
| Omers Administration Corp | 14,600 | $1.11M | 0.01% | +14,600 | New |
| Yarbrough Capital, LLC | 14,346 | $1.09M | 0.05% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 14,263 | $1.08M | 0.00% | +11,727+462.4% | Added |
| Laurus Investment Counsel Inc. | 14,020 | $1.06M | 0.71% | −14,870−51.5% | Reduced |
| Chicago Wealth Management, Inc. | 14,000 | $1.06M | 0.56% | 00.0% | Unchanged |
| Mariner, LLC | 13,793 | $1.05M | 0.00% | +1,849+15.5% | Added |
| XTX Topco Ltd | 13,751 | $1.04M | 0.05% | +13,751 | New |
| State Board of Administration of Florida Retirement System | 13,648 | $1.04M | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 13,249 | $1.01M | 0.00% | +13,249 | New |
| Apexium Financial, LP | 13,246 | $1.00M | 0.06% | 00.0% | Unchanged |
| Quantbot Technologies LP | 13,186 | $1.00M | 0.03% | +13,186 | New |
| CWM, LLC | 12,979 | $985.0K | 0.00% | −1,808−12.2% | Reduced |
| Truist Financial Corp | 12,963 | $983.4K | 0.00% | −175−1.3% | Reduced |
| Arizona State Retirement System | 12,957 | $982.9K | 0.01% | −155−1.2% | Reduced |
| Voya Investment Management LLC | 12,929 | $980.8K | 0.00% | −1,672−11.5% | Reduced |
| Callan Family Office, LLC | 12,423 | $942.4K | 0.07% | +489+4.1% | Added |
| Valeo Financial Advisors, LLC | 12,077 | $916.2K | 0.03% | 00.0% | Unchanged |
| Cerity Partners LLC | 12,076 | $916.1K | 0.00% | −1,401−10.4% | Reduced |
| AQR Capital Management LLC | 11,725 | $889.5K | 0.00% | +682+6.2% | Added |
| Next Capital Management LLC | 11,000 | $834.5K | 0.40% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 10,994 | $834.0K | 0.01% | −27,596−71.5% | Reduced |
| CIBC World Markets Corp | 10,634 | $806.7K | 0.01% | +6,150+137.2% | Added |
| ProShare Advisors LLC | 10,375 | $787.0K | 0.00% | −3,122−23.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 10,213 | $774.8K | 0.01% | 00.0% | Unchanged |
| Millennium Management LLC | 10,194 | $773.3K | 0.00% | +10,194 | New |
| RBF Capital, LLC | 10,000 | $758.6K | 0.05% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 9,973 | $756.6K | 0.02% | 00.0% | Unchanged |
| Cynosure Management, LLC | 9,729 | $738.0K | 0.10% | +2,243+30.0% | Added |
| Comerica Bank | 9,460 | $717.6K | 0.00% | −96−1.0% | Reduced |
| CI Private Wealth, LLC | 9,339 | $708.5K | 0.00% | −171−1.8% | Reduced |
| Valtinson Bruner Financial Planning LLC | 8,910 | $675.9K | 0.23% | −9−0.1% | Reduced |
| Dodds Wealth, LLC | 8,742 | $663.2K | 0.22% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 8,700 | $660.0K | 0.00% | −700−7.4% | Reduced |
| Captrust Financial Advisors | 8,540 | $647.8K | 0.00% | −1,859−17.9% | Reduced |
| Commerce Bank | 8,066 | $611.9K | 0.00% | +1,100+15.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,006 | $607.3K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 7,824 | $593.5K | 0.00% | +7,824 | New |
| JustInvest LLC | 7,239 | $549.2K | 0.01% | −569−7.3% | Reduced |
| State of Wyoming | 7,110 | $539.4K | 0.07% | +1,545+27.8% | Added |
| HMS Capital Management, LLC | 7,078 | $502.5K | 0.28% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 6,604 | $501.0K | 0.00% | +685+11.6% | Added |
| Jennison Associates LLC | 6,396 | $485.2K | 0.00% | +6,396 | New |
| Meritage Portfolio Management | 6,234 | $472.9K | 0.03% | −4,984−44.4% | Reduced |
| Country Club Bank | 6,294 | $471.9K | 0.03% | 00.0% | Unchanged |
| Fiduciary Trust Co | 6,085 | $461.6K | 0.01% | +6,085 | New |
| Gotham Asset Management, LLC | 5,914 | $448.6K | 0.00% | −19−0.3% | Reduced |
| Mayflower Financial Advisors, LLC | 5,863 | $444.8K | 0.07% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 5,722 | $434.1K | 0.00% | −10−0.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 5,287 | $401.1K | 0.00% | +5,287 | New |
| Ifrah Financial Services, Inc. | 5,247 | $398.0K | 0.11% | −522−9.0% | Reduced |
| Versor Investments LP | 5,189 | $393.6K | 0.06% | −2,591−33.3% | Reduced |
| Fifth Third Bancorp | 4,997 | $379.1K | 0.00% | +1,071+27.3% | Added |
| Avantax Advisory Services, Inc. | 4,956 | $376.0K | 0.00% | +209+4.4% | Added |
| Ameritas Investment Partners, Inc. | 4,848 | $367.8K | 0.01% | −166−3.3% | Reduced |
| Sanctuary Advisors, LLC | 4,759 | $361.0K | 0.00% | +1,212+34.2% | Added |
| Balyasny Asset Management LLC | 4,739 | $359.5K | 0.00% | +138+3.0% | Added |
| State of Wisconsin Investment Board | 4,663 | $353.7K | 0.00% | −441−8.6% | Reduced |
| The PNC Financial Services Group, Inc. | 4,655 | $353.1K | 0.00% | +457+10.9% | Added |
| CWM Advisors, LLC | 4,531 | $343.7K | 0.04% | −325−6.7% | Reduced |
| Glenmede Trust Co NA | 4,454 | $337.9K | 0.00% | +235+5.6% | Added |
| CBIZ Investment Advisory Services, LLC | 4,389 | $332.9K | 0.02% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 4,219 | $320.1K | 0.01% | +4,219 | New |
| Kavar Capital Partners Group, LLC | 4,105 | $311.4K | 0.05% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 3,758 | $285.1K | 0.00% | −303−7.5% | Reduced |
| Prudential Financial Inc | 3,680 | $281.2K | 0.00% | +330+9.9% | Added |
| Vista Finance, LLC | 3,706 | $281.1K | 0.24% | +904+32.3% | Added |
| Xponance, Inc. | 3,620 | $274.6K | 0.00% | +195+5.7% | Added |
| J.W. Cole Advisors, Inc. | 3,611 | $273.9K | 0.01% | +3,611 | New |
| Flaharty Asset Management, LLC | 3,492 | $264.9K | 0.04% | 00.0% | Unchanged |
| Atria Investments LLC | 3,469 | $263.2K | 0.00% | +3,469 | New |
| Sanders Morris Harris LLC | 3,400 | $257.9K | 0.04% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 3,397 | $257.7K | 0.00% | −3,595−51.4% | Reduced |
| Thoroughbred Financial Services, LLC | 3,342 | $253.0K | 0.02% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 3,297 | $250.1K | 0.03% | 00.0% | Unchanged |
| Ethic Inc. | 3,099 | $238.6K | 0.00% | +3,099 | New |
| Pinnacle Financial Partners Inc | 3,142 | $238.4K | 0.00% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 3,068 | $232.7K | 0.03% | +139+4.7% | Added |
| Mackenzie Financial Corp | 3,020 | $229.1K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 3,022 | $229.0K | 0.00% | −1,500−33.2% | Reduced |
| Cross Staff Investments Inc | 3,000 | $227.6K | 0.17% | 00.0% | Unchanged |