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
- 47.9M
- +3.19M (+7.1%) vs. Q1 2025
- Total value
- $3.43B
- +$43.5M (+1.3%) vs. Q1 2025
- New holders
- 29
- 104 more added
- Sold out
- 37
- 86 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 | 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, 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 |
|---|---|---|---|---|---|
| Hemington Wealth Management | 4 | $0 | 0.00% | −21−84.0% | Reduced |
| Covestor Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $72 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $359 | 0.00% | −4−44.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 5 | $359 | 0.00% | −1−16.7% | Reduced |
| Garde Capital, Inc. | 5 | $359 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 7 | $502 | 0.00% | +2+40.0% | Added |
| Essential Partners LLC | 8 | $574 | 0.00% | +8 | New |
| Financial Network Wealth Advisors LLC | 10 | $717 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 11 | $789 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 11 | $789 | 0.00% | +11 | New |
| JFS Wealth Advisors, LLC | 12 | $861 | 0.00% | −1−7.7% | Reduced |
| GWM Advisors LLC | 12 | $861 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 17 | $1.22K | 0.00% | +17 | New |
| Bare Financial Services, Inc | 19 | $1.36K | 0.00% | +11+137.5% | Added |
| Massmutual Trust Co FSB | 26 | $1.86K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 31 | $2.22K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 36 | $2.58K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 46 | $3.30K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 52 | $3.73K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 60 | $4.30K | 0.00% | −9−13.0% | Reduced |
| Rothschild Investment LLC | 60 | $4.30K | 0.00% | +5+9.1% | Added |
| Parallel Advisors, LLC | 61 | $4.37K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 61 | $4.38K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $4.38K | 0.00% | −20−100.0% | Reduced |
| Kestra Investment Management, LLC | 64 | $4.86K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 92 | $6.60K | 0.00% | −14−13.2% | Reduced |
| CIBC Private Wealth Group, LLC | 93 | $6.67K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 95 | $6.81K | 0.00% | −3−3.1% | Reduced |
| Harbor Capital Advisors, Inc. | 104 | $7.00K | 0.00% | +2+2.0% | Added |
| Skopos Labs, Inc. | 101 | $7.24K | 0.00% | −9−8.2% | Reduced |
| Versant Capital Management, Inc | 104 | $7.46K | 0.00% | −7−6.3% | Reduced |
| Park Place Capital Corp | 104 | $7.53K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 114 | $8.11K | 0.00% | −490−81.1% | Reduced |
| Caitong International Asset Management Co., Ltd | 117 | $8.39K | 0.01% | +114+3,800.0% | Added |
| Brown Brothers Harriman & Co | 117 | $8.39K | 0.00% | +117 | New |
| Simplex Trading, LLC | 130 | $9.00K | 0.00% | −106−44.9% | Reduced |
| Rise Advisors, LLC | 130 | $9.32K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 144 | $10.3K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 156 | $11.2K | 0.00% | −61−28.1% | Reduced |
| National Bank of Canada | 192 | $13.8K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 202 | $14.5K | 0.00% | +32+18.8% | Added |
| Parkside Financial Bank & Trust | 202 | $14.5K | 0.00% | −10−4.7% | Reduced |
| GAMMA Investing LLC | 204 | $14.6K | 0.00% | −13−6.0% | Reduced |
| AdvisorNet Financial, Inc | 240 | $17.2K | 0.00% | +240 | New |
| Central Trust Co | 272 | $19.5K | 0.00% | +75+38.1% | Added |
| Aster Capital Management (DIFC) Ltd | 286 | $20.5K | 0.00% | +286 | New |
| MAI Capital Management | 334 | $24.0K | 0.00% | −89−21.0% | Reduced |
| First Horizon Advisors, Inc. | 387 | $27.8K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 406 | $29.1K | 0.00% | +80+24.5% | Added |
| Whittier Trust Co | 442 | $31.7K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 488 | $34.7K | 0.00% | +75+18.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 483 | $35.0K | 0.00% | +483 | New |
| Ancora Advisors, LLC | 500 | $35.9K | 0.00% | 00.0% | Unchanged |
| Trust Co | 500 | $35.9K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Designers | 515 | $36.9K | 0.05% | +515 | New |
| Clark Wealth Partners | 590 | $42.3K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 722 | $51.8K | 0.00% | +450+165.4% | Added |
| NBT Bank N A | 750 | $53.8K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 800 | $57.4K | 0.00% | +700+700.0% | Added |
| Fortis Group Advisors, LLC | 875 | $62.7K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 938 | $67.3K | 0.00% | +33+3.6% | Added |
| Lazard Asset Management LLC | 960 | $68.0K | 0.00% | +32+3.4% | Added |
| Vestcor Inc | 971 | $70.0K | 0.00% | −1,951−66.8% | Reduced |
| Signaturefd, LLC | 1,025 | $73.5K | 0.00% | +86+9.2% | Added |
| US Bancorp | 1,548 | $111.0K | 0.00% | +12+0.8% | Added |
| KBC Group NV | 1,611 | $116.0K | 0.00% | −410−20.3% | Reduced |
| Amalgamated Bank | 1,640 | $118.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,650 | $118.3K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Inc | 1,845 | $132.3K | 0.00% | +1,845 | New |
| Ridgewood Investments LLC | 1,850 | $132.7K | 0.06% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,180 | $156.3K | 0.00% | +39+1.8% | Added |
| Huntington National Bank | 2,228 | $159.8K | 0.00% | +302+15.7% | Added |
| Advisor Group Holdings, Inc. | 2,327 | $167.0K | 0.00% | −406−14.9% | Reduced |
| State of Wyoming | 2,570 | $184.3K | 0.02% | −4,540−63.9% | Reduced |
| Advisors Capital Management, LLC | 2,900 | $208.0K | 0.00% | 00.0% | Unchanged |
| First Financial Bankshares Inc | 2,923 | $209.6K | 0.00% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 3,000 | $215.1K | 0.16% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 3,020 | $216.6K | 0.00% | 00.0% | Unchanged |
| Chicago Trust Co NA | 3,052 | $218.9K | 0.03% | +3,052 | New |
| DekaBank Deutsche Girozentrale | 3,040 | $219.0K | 0.00% | 00.0% | Unchanged |
| Atria Investments LLC | 3,116 | $223.4K | 0.00% | −353−10.2% | Reduced |
| Pinnacle Financial Partners Inc | 3,142 | $225.3K | 0.00% | 00.0% | Unchanged |
| Corton Capital Inc. | 3,177 | $227.8K | 0.27% | +3,177 | New |
| One Wealth Advisors, LLC | 3,197 | $229.3K | 0.03% | +129+4.2% | Added |
| Compass Ion Advisors, LLC | 3,297 | $236.4K | 0.03% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 3,301 | $236.7K | 0.00% | −457−12.2% | Reduced |
| Sanders Morris Harris LLC | 3,400 | $243.8K | 0.06% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 3,492 | $250.4K | 0.03% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 3,600 | $258.2K | 0.01% | −11−0.3% | Reduced |
| Principal Financial Group Inc | 3,728 | $267.3K | 0.00% | −28,038−88.3% | Reduced |
| Ethic Inc. | 3,767 | $267.9K | 0.00% | +668+21.6% | Added |
| Vista Finance, LLC | 3,856 | $276.5K | 0.24% | +150+4.0% | Added |
| Freestone Grove Partners LP | 3,938 | $282.4K | 0.00% | +3,938 | New |
| Bridgefront Capital, LLC | 3,967 | $284.5K | 0.08% | +3,967 | New |
| Xponance, Inc. | 4,078 | $292.4K | 0.00% | +458+12.7% | Added |
| Kavar Capital Partners Group, LLC | 4,105 | $294.4K | 0.04% | 00.0% | Unchanged |
| Meritage Portfolio Management | 4,110 | $294.7K | 0.02% | −2,124−34.1% | Reduced |
| CBIZ Investment Advisory Services, LLC | 4,438 | $318.2K | 0.01% | +49+1.1% | Added |