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, Q2 2025
Institutional positions in CBIZ, Inc. as of Jun 30, 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
- 277
- −8 vs. Q1 2025
- Shares held
- 48.3M
- +3.64M (+8.1%) vs. Q1 2025
- Total value
- $3.47B
- +$75.6M (+2.2%) vs. Q1 2025
- New holders
- 29
- 103 more added
- Sold out
- 37
- 87 more reduced
5 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 | 263 | $2.72B |
| Q2 2025 | 277 | $3.47B |
| Q1 2025 | 290 | $3.39B |
| Q4 2024 | 282 | $3.74B |
| Q3 2024 | 286 | $3.06B |
| Q2 2024 | 276 | $3.43B |
| Q1 2024 | 269 | $4.09B |
| Q4 2023 | 260 | $3.01B |
| Q3 2023 | 245 | $2.27B |
| Q2 2023 | 233 | $2.36B |
| Q1 2023 | 227 | $2.23B |
| Q4 2022 | 228 | $2.09B |
| Q3 2022 | 209 | $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, Q2 2025
Shares, value and share of portfolio for each institution holding CBIZ, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,081,040 | $364.4M | 0.01% | +429,228+9.2% | Added |
| BlackRock, Inc. | 3,789,822 | $271.8M | 0.01% | +220,661+6.2% | Added |
| Morgan Stanley | 3,250,399 | $233.1M | 0.02% | +129,671+4.2% | Added |
| Capital Research Global Investors | 2,986,959 | $214.2M | 0.04% | +279,863+10.3% | Added |
| Burgundy Asset Management Ltd. | 2,321,198 | $166.5M | 1.62% | +100,932+4.5% | Added |
| FMR LLC | 1,860,903 | $133.4M | 0.01% | +824,931+79.6% | Added |
| P2 Capital Partners, LLC | 1,806,308 | $129.5M | 26.11% | −110,755−5.8% | Reduced |
| Capital World Investors | 1,608,204 | $115.3M | 0.02% | +367,025+29.6% | Added |
| Geode Capital Management, LLC | 1,224,142 | $87.8M | 0.01% | +96,505+8.6% | Added |
| State Street Corp | 1,210,801 | $86.8M | 0.00% | +53,099+4.6% | Added |
| BloombergSen Inc. | 1,119,362 | $80.3M | 6.78% | +96,982+9.5% | Added |
| JPMorgan Chase & Co | 985,958 | $70.7M | 0.00% | +232,438+30.8% | Added |
| Royal Bank of Canada | 922,900 | $66.2M | 0.01% | +526,622+132.9% | Added |
| Northern Trust Corp | 897,396 | $64.4M | 0.01% | −34,474−3.7% | Reduced |
| Silvercrest Asset Management Group LLC | 876,015 | $62.8M | 0.42% | +168,892+23.9% | Added |
| Premier Fund Managers Ltd | 818,514 | $58.2M | 2.12% | +7,515+0.9% | Added |
| GW&K Investment Management, LLC | 769,560 | $55.2M | 0.49% | −123,956−13.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 753,505 | $54.6M | 0.09% | −95,549−11.3% | Reduced |
| Janus Henderson Group PLC | 701,468 | $50.3M | 0.02% | +682,205+3,541.5% | Added |
| Dimensional Fund Advisors LP | 669,253 | $48.0M | 0.01% | −740,538−52.5% | Reduced |
| Invesco Ltd. | 602,923 | $43.2M | 0.01% | −101,005−14.3% | Reduced |
| Artemis Investment Management LLP | 561,381 | $40.3M | 0.52% | −70,512−11.2% | Reduced |
| Charles Schwab Investment Management Inc | 555,232 | $39.8M | 0.01% | +31,110+5.9% | Added |
| Goldman Sachs Group Inc | 521,650 | $37.4M | 0.01% | +151,784+41.0% | Added |
| Handelsbanken Fonder AB | 462,000 | $33.1M | 0.12% | +115,000+33.1% | Added |
| Bank of America Corp | 454,551 | $32.6M | 0.00% | +1,306+0.3% | Added |
| Geneva Capital Management LLC | 450,004 | $32.3M | 0.54% | +25,000+5.9% | Added |
| Bessemer Group Inc | 447,844 | $32.1M | 0.05% | +19,921+4.7% | Added |
| Neumeier Poma Investment Counsel LLC | 438,976 | $31.5M | 2.93% | −17,406−3.8% | Reduced |
| Blair William & Co | 434,498 | $31.2M | 0.09% | +6,893+1.6% | Added |
| Granite Investment Partners, LLC | 433,989 | $31.1M | 1.52% | −104,303−19.4% | Reduced |
| Fenimore Asset Management Inc | 432,377 | $31.0M | 0.62% | +400.0% | Added |
| Macquarie Group Ltd | 429,339 | $30.8M | 0.04% | +1,259+0.3% | Added |
| Wellington Management Group LLP | 417,192 | $29.9M | 0.01% | +7,012+1.7% | Added |
| Price T Rowe Associates Inc | 409,265 | $29.4M | 0.00% | −176,543−30.1% | Reduced |
| Waters Parkerson & Co., LLC | 398,702 | $28.6M | 1.43% | +94,214+30.9% | Added |
| Summit Creek Advisors LLC | 306,318 | $22.0M | 3.06% | +2,228+0.7% | Added |
| William Blair Investment Management, LLC | 303,146 | $21.7M | 0.06% | +303,146 | New |
| Public Employees Retirement Association of Colorado | 258,038 | $18.5M | 0.07% | −58,400−18.5% | Reduced |
| UBS Group AG | 254,986 | $18.3M | 0.00% | +103,671+68.5% | Added |
| Montrusco Bolton Investments Inc. | 233,390 | $16.7M | 0.19% | +233,390 | New |
| Falcon Edge Capital, LP | 232,021 | $16.6M | 1.79% | +143,526+162.2% | Added |
| Royce & Associates LP | 210,219 | $15.1M | 0.15% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 200,835 | $14.4M | 0.20% | +34,378+20.7% | Added |
| Nuveen, LLC | 190,180 | $13.6M | 0.00% | −119,522−38.6% | Reduced |
| Citadel Advisors LLC | 176,184 | $12.6M | 0.01% | +133,498+312.7% | Added |
| UBS Asset Management Americas Inc | 172,867 | $12.4M | 0.00% | +29,597+20.7% | Added |
| Bank of New York Mellon Corp | 163,157 | $11.7M | 0.00% | +13,599+9.1% | Added |
| Deutsche Bank AG | 156,487 | $11.2M | 0.00% | +10,159+6.9% | Added |
| Ameriprise Financial Inc | 144,290 | $10.3M | 0.00% | +68,271+89.8% | Added |
| First Manhattan Co | 132,270 | $9.49M | 0.03% | −11,035−7.7% | Reduced |
| Mawer Investment Management Ltd. | 128,668 | $9.23M | 0.05% | +128,668 | New |
| Susquehanna International Group, LLP | 124,265 | $8.91M | 0.01% | +26,049+26.5% | Added |
| Public Employees Retirement System of Ohio | 114,259 | $8.19M | 0.03% | +4,139+3.8% | Added |
| Marshall Wace, LLP | 112,011 | $8.03M | 0.01% | +112,011 | New |
| Neuberger Berman Group LLC | 109,528 | $7.85M | 0.01% | −29,917−21.5% | Reduced |
| Franklin Resources Inc | 109,122 | $7.83M | 0.00% | +109,122 | New |
| Ananym Capital Management, LP | 102,750 | $7.37M | 3.18% | +102,750 | New |
| Barclays PLC | 102,278 | $7.33M | 0.00% | +40,766+66.3% | Added |
| Swiss National Bank | 98,100 | $7.03M | 0.00% | +10,600+12.1% | Added |
| Pacific Capital Partners Ltd | 95,000 | $6.81M | 6.39% | −30,000−24.0% | Reduced |
| STRS Ohio | 91,800 | $6.58M | 0.02% | +600+0.7% | Added |
| Argent Capital Management LLC | 89,666 | $6.43M | 0.18% | +697+0.8% | Added |
| Bridge City Capital, LLC | 83,704 | $6.00M | 1.68% | −887−1.0% | Reduced |
| Rhumbline Advisers | 80,821 | $5.80M | 0.00% | +8,585+11.9% | Added |
| King Luther Capital Management Corp | 80,201 | $5.75M | 0.02% | −2,024−2.5% | Reduced |
| Bancreek Capital Management, LP | 77,069 | $5.53M | 9.48% | −4,723−5.8% | Reduced |
| Envestnet Asset Management Inc | 76,296 | $5.47M | 0.00% | −1,898−2.4% | Reduced |
| New York State Common Retirement Fund | 75,317 | $5.40M | 0.01% | −4,378−5.5% | Reduced |
| Russell Investments Group, Ltd. | 74,688 | $5.36M | 0.01% | +10,820+16.9% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 62,974 | $4.52M | 0.01% | −14,540−18.8% | Reduced |
| Empowered Funds, LLC | 60,315 | $4.33M | 0.05% | +20,046+49.8% | Added |
| Legal & General Group Plc | 59,236 | $4.25M | 0.00% | −14,084−19.2% | Reduced |
| Woodard & Co Asset Management Group Inc | 57,645 | $4.13M | 0.76% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 53,319 | $3.93M | 0.01% | +14,979+39.1% | Added |
| Alliancebernstein L.P. | 53,938 | $3.87M | 0.00% | −58−0.1% | Reduced |
| Chatham Capital Group, Inc. | 53,047 | $3.80M | 0.58% | −245−0.5% | Reduced |
| Advantage Alpha Capital Partners LP | 49,463 | $3.55M | 0.96% | −3,408−6.4% | Reduced |
| California State Teachers Retirement System | 48,867 | $3.50M | 0.00% | +7,013+16.8% | Added |
| Roundview Capital LLC | 47,327 | $3.39M | 0.23% | +6,904+17.1% | Added |
| LPL Financial LLC | 46,742 | $3.35M | 0.00% | +8,561+22.4% | Added |
| Wells Fargo & Company | 46,284 | $3.32M | 0.00% | +3,379+7.9% | Added |
| Citigroup Inc | 44,064 | $3.16M | 0.00% | +5,719+14.9% | Added |
| Great Lakes Advisors, LLC | 43,288 | $3.10M | 0.03% | +6,215+16.8% | Added |
| Two Sigma Advisers, LP | 42,923 | $3.08M | 0.01% | −62,700−59.4% | Reduced |
| Private Advisor Group, LLC | 42,757 | $3.07M | 0.02% | 00.0% | Unchanged |
| Victory Capital Management Inc | 41,678 | $2.99M | 0.00% | −10,437−20.0% | Reduced |
| Basswood Capital Management, L.L.C. | 40,355 | $2.89M | 0.14% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 39,236 | $2.81M | 0.15% | −3,319−7.8% | Reduced |
| CIBC World Markets Inc. | 35,199 | $2.52M | 0.01% | +35,199 | New |
| Teachers Retirement System of the State of Kentucky | 34,600 | $2.48M | 0.02% | −696−2.0% | Reduced |
| Millington Financial Advisors, LLC | 30,564 | $2.30M | 1.16% | −770−2.5% | Reduced |
| HighTower Advisors, LLC | 31,823 | $2.28M | 0.00% | −70.0% | Reduced |
| MetLife Investment Management | 31,237 | $2.24M | 0.01% | +3,364+12.1% | Added |
| Taylor Frigon Capital Management LLC | 29,809 | $2.14M | 1.14% | −2,082−6.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 29,529 | $2.12M | 0.00% | +235+0.8% | Added |
| Pathstone Holdings, LLC | 29,055 | $2.08M | 0.01% | −3,147−9.8% | Reduced |
| Manufacturers Life Insurance Company, The | 29,047 | $2.08M | 0.00% | +741+2.6% | Added |
| SEI Investments Co | 27,683 | $1.99M | 0.00% | +3,576+14.8% | Added |
| Voloridge Investment Management, LLC | 27,021 | $1.94M | 0.01% | +27,021 | New |