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 |
|---|---|---|---|---|---|
| DekaBank Deutsche Girozentrale | 3,040 | $223.0K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 2,922 | $222.0K | 0.01% | +148+5.3% | Added |
| First Financial Bankshares Inc | 2,923 | $221.7K | 0.00% | −2,923−50.0% | Reduced |
| Quantinno Capital Management LP | 2,903 | $220.2K | 0.00% | +2,903 | New |
| Advisors Capital Management, LLC | 2,900 | $220.0K | 0.00% | 00.0% | Unchanged |
| Jain Global LLC | 2,894 | $219.5K | 0.00% | +2,894 | New |
| Advisor Group Holdings, Inc. | 2,733 | $207.3K | 0.00% | +1,516+124.6% | Added |
| Welch & Forbes LLC | 2,647 | $200.8K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,141 | $162.4K | 0.00% | −86−3.9% | Reduced |
| Spectrum Wealth Counsel, LLC | 2,059 | $156.2K | 0.02% | 00.0% | Unchanged |
| KBC Group NV | 2,021 | $153.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,926 | $146.1K | 0.00% | −294−13.2% | Reduced |
| Ridgewood Investments LLC | 1,850 | $140.3K | 0.07% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,650 | $125.2K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 1,640 | $124.0K | 0.00% | +6+0.4% | Added |
| US Bancorp | 1,536 | $116.5K | 0.00% | −260−14.5% | Reduced |
| Tower Research Capital LLC (TRC) | 1,388 | $105.3K | 0.00% | −198−12.5% | Reduced |
| Coldstream Capital Management Inc | 1,337 | $101.4K | 0.00% | +1,337 | New |
| Signaturefd, LLC | 939 | $71.2K | 0.00% | +48+5.4% | Added |
| Lazard Asset Management LLC | 928 | $70.0K | 0.00% | +928 | New |
| Assetmark, Inc | 905 | $68.7K | 0.00% | +150+19.9% | Added |
| Fortis Group Advisors, LLC | 875 | $66.4K | 0.01% | 00.0% | Unchanged |
| NBT Bank N A | 750 | $56.9K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 727 | $55.0K | 0.02% | +727 | New |
| Smartleaf Asset Management LLC | 604 | $45.3K | 0.00% | −40−6.2% | Reduced |
| Clark Wealth Partners | 590 | $44.8K | 0.03% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 500 | $37.9K | 0.00% | 00.0% | Unchanged |
| Trust Co | 500 | $37.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 442 | $33.5K | 0.00% | +442 | New |
| MAI Capital Management | 423 | $32.1K | 0.00% | +300+243.9% | Added |
| Global Financial Private Client, LLC | 411 | $31.2K | 0.01% | +3+0.7% | Added |
| Jones Financial Companies LLLP | 413 | $31.0K | 0.00% | +233+129.4% | Added |
| First Horizon Advisors, Inc. | 387 | $29.4K | 0.00% | +54+16.2% | Added |
| Quarry LP | 347 | $26.3K | 0.01% | +347 | New |
| Optiver Holding B.V. | 326 | $24.7K | 0.00% | +326 | New |
| Mather Group, LLC. | 313 | $23.7K | 0.00% | +90+40.4% | Added |
| EverSource Wealth Advisors, LLC | 272 | $20.6K | 0.00% | +28+11.5% | Added |
| Simplex Trading, LLC | 236 | $17.0K | 0.00% | +236 | New |
| 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 |
| Parkside Financial Bank & Trust | 212 | $16.1K | 0.00% | +56+35.9% | Added |
| Quadrant Capital Group LLC | 206 | $15.6K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 197 | $14.9K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 193 | $14.6K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 192 | $14.6K | 0.00% | +3+1.6% | Added |
| National Bank of Canada | 192 | $14.6K | 0.00% | −11−5.4% | Reduced |
| Principal Securities, Inc. | 170 | $13.9K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 144 | $10.9K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 130 | $9.86K | 0.00% | +130 | New |
| Versant Capital Management, Inc | 111 | $8.42K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 110 | $8.35K | 0.00% | +110 | New |
| Farther Finance Advisors, LLC | 106 | $8.16K | 0.00% | −5−4.5% | Reduced |
| Harbor Capital Advisors, Inc. | 102 | $8.00K | 0.00% | +102 | New |
| Park Place Capital Corp | 104 | $7.89K | 0.00% | 00.0% | Unchanged |
| 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 |
| SBI Securities Co., Ltd. | 98 | $7.43K | 0.00% | +96+4,800.0% | Added |
| CIBC Private Wealth Group, LLC | 93 | $6.51K | 0.00% | +29+45.3% | Added |
| SRS Capital Advisors, Inc. | 69 | $5.24K | 0.00% | −166−70.6% | Reduced |
| Kestra Investment Management, LLC | 64 | $4.86K | 0.00% | +64 | New |
| WealthCollab, LLC | 61 | $4.63K | 0.00% | +16+35.6% | Added |
| Parallel Advisors, LLC | 61 | $4.63K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 55 | $4.17K | 0.00% | −5−8.3% | Reduced |
| Highline Wealth Partners LLC | 52 | $3.94K | 0.00% | +52 | New |
| Sterling Capital Management LLC | 51 | $3.87K | 0.00% | +2+4.1% | Added |
| Manchester Capital Management LLC | 46 | $3.49K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 36 | $2.73K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 31 | $2.35K | 0.00% | +31 | New |
| Massmutual Trust Co FSB | 26 | $1.97K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 20 | $1.67K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 15 | $1.14K | 0.00% | +15 | New |
| Hexagon Capital Partners LLC | 14 | $1.06K | 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 |
| JFS Wealth Advisors, LLC | 13 | $987 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 13 | $986 | 0.00% | +13 | New |
| GWM Advisors LLC | 12 | $910 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 11 | $835 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 10 | $759 | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 9 | $683 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 8 | $607 | 0.00% | +8 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $456 | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 5 | $380 | 0.00% | +5 | New |
| Allworth Financial LP | 5 | $333 | 0.00% | −4−44.4% | Reduced |
| Caitong International Asset Management Co., Ltd | 3 | $228 | 0.00% | +3 | New |
| Parkworth Wealth Management, Inc. | 1 | $76 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $76 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 1 | $75 | 0.00% | +1 | New |
| Covestor Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 3 | $0 | 0.00% | +3 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −330−100.0% | Sold out |
| Emmett Investment Management, LP | 0 | $0 | 0.00% | −53,782−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −53,375−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −42,118−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −40,030−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −12,235−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −11,825−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −10,498−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −5,885−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −4,830−100.0% | Sold out |