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 |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 4,571 | $327.8K | 0.00% | −84−1.8% | Reduced |
| Sanctuary Advisors, LLC | 4,623 | $331.5K | 0.00% | −136−2.9% | Reduced |
| Fifth Third Bancorp | 4,739 | $339.8K | 0.00% | −258−5.2% | Reduced |
| State of Wisconsin Investment Board | 4,817 | $345.4K | 0.00% | +154+3.3% | Added |
| Avantax Advisory Services, Inc. | 4,878 | $349.8K | 0.00% | −78−1.6% | Reduced |
| Fiduciary Trust Co | 4,880 | $349.9K | 0.00% | −1,205−19.8% | Reduced |
| Balyasny Asset Management LLC | 4,969 | $356.3K | 0.00% | +230+4.9% | Added |
| Ifrah Financial Services, Inc. | 5,196 | $372.6K | 0.10% | −51−1.0% | Reduced |
| Ameritas Investment Partners, Inc. | 5,353 | $383.9K | 0.01% | +505+10.4% | Added |
| CWM Advisors, LLC | 5,455 | $391.2K | 0.04% | +924+20.4% | Added |
| Helium Advisors LLC | 5,500 | $394.4K | 0.25% | +5,500 | New |
| HSBC Holdings PLC | 5,552 | $394.5K | 0.00% | +5,552 | New |
| Tower Research Capital LLC (TRC) | 5,516 | $395.6K | 0.01% | +4,128+297.4% | Added |
| Holocene Advisors, LP | 5,577 | $399.9K | 0.00% | +5,577 | New |
| Mayflower Financial Advisors, LLC | 5,663 | $406.1K | 0.06% | −200−3.4% | Reduced |
| BNP Paribas Arbitrage, SA | 5,700 | $408.7K | 0.00% | +2,303+67.8% | Added |
| Jump Financial, LLC | 5,902 | $423.2K | 0.01% | +5,902 | New |
| Gotham Asset Management, LLC | 5,914 | $424.1K | 0.00% | 00.0% | Unchanged |
| Country Club Bank | 6,294 | $447.6K | 0.03% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 6,374 | $457.1K | 0.00% | +3,471+119.6% | Added |
| CIBC World Markets Corp | 6,460 | $463.2K | 0.00% | −4,174−39.3% | Reduced |
| Cannon Global Investment Management, LLC | 6,500 | $466.1K | 1.27% | +6,500 | New |
| Prudential Financial Inc | 6,637 | $492.4K | 0.00% | +2,957+80.4% | Added |
| HMS Capital Management, LLC | 7,000 | $502.0K | 0.23% | −78−1.1% | Reduced |
| Pictet Asset Management Holding SA | 7,069 | $506.9K | 0.00% | +1,347+23.5% | Added |
| Verition Fund Management LLC | 7,117 | $510.4K | 0.00% | +7,117 | New |
| Mercer Global Advisors Inc | 7,196 | $516.0K | 0.00% | −628−8.0% | Reduced |
| Glenmede Investment Management, LP | 7,315 | $524.6K | 0.00% | +7,315 | New |
| Teacher Retirement System of Texas | 7,758 | $556.3K | 0.00% | +1,154+17.5% | Added |
| Laurus Investment Counsel Inc. | 7,820 | $560.8K | 0.37% | −6,200−44.2% | Reduced |
| Commerce Bank | 8,121 | $582.4K | 0.00% | +55+0.7% | Added |
| AQR Capital Management LLC | 8,237 | $590.7K | 0.00% | −3,488−29.7% | Reduced |
| Captrust Financial Advisors | 8,361 | $599.6K | 0.00% | −179−2.1% | Reduced |
| Dodds Wealth, LLC | 8,742 | $626.9K | 0.17% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 8,868 | $635.9K | 0.20% | −42−0.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,158 | $656.7K | 0.00% | +1,152+14.4% | Added |
| Comerica Bank | 9,690 | $694.8K | 0.00% | +230+2.4% | Added |
| Cynosure Management, LLC | 9,729 | $697.7K | 0.08% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 9,747 | $699.0K | 0.00% | +408+4.4% | Added |
| RBF Capital, LLC | 10,000 | $717.1K | 0.04% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 10,700 | $767.3K | 0.00% | +2,000+23.0% | Added |
| ProShare Advisors LLC | 10,752 | $771.0K | 0.00% | +377+3.6% | Added |
| Next Capital Management LLC | 11,000 | $788.8K | 0.29% | 00.0% | Unchanged |
| Cerity Partners LLC | 11,023 | $790.5K | 0.00% | −1,053−8.7% | Reduced |
| Truist Financial Corp | 11,035 | $791.3K | 0.00% | −1,928−14.9% | Reduced |
| Whetstone Capital Advisors, LLC | 11,385 | $816.4K | 0.23% | +11,385 | New |
| Police & Firemen's Retirement System of New Jersey | 11,836 | $848.8K | 0.01% | +1,623+15.9% | Added |
| CWM, LLC | 12,493 | $896.0K | 0.00% | −486−3.7% | Reduced |
| Mariner, LLC | 12,569 | $901.3K | 0.00% | −1,224−8.9% | Reduced |
| Sterling Capital Management LLC | 12,946 | $928.4K | 0.01% | +12,895+25,284.3% | Added |
| Apexium Financial, LP | 13,246 | $949.9K | 0.05% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 13,249 | $950.1K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 13,648 | $978.7K | 0.00% | 00.0% | Unchanged |
| Chicago Wealth Management, Inc. | 14,000 | $1.00M | 0.48% | 00.0% | Unchanged |
| Voya Investment Management LLC | 14,313 | $1.03M | 0.00% | +1,384+10.7% | Added |
| Yarbrough Capital, LLC | 14,346 | $1.03M | 0.04% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 14,737 | $1.06M | 0.03% | +2,660+22.0% | Added |
| Arizona State Retirement System | 14,986 | $1.07M | 0.01% | +2,029+15.7% | Added |
| Kestra Advisory Services, LLC | 15,079 | $1.08M | 0.01% | 00.0% | Unchanged |
| Callan Family Office, LLC | 15,568 | $1.12M | 0.04% | +3,145+25.3% | Added |
| Legato Capital Management LLC | 16,238 | $1.16M | 0.14% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 16,648 | $1.19M | 0.00% | −4,000−19.4% | Reduced |
| Stifel Financial Corp | 17,429 | $1.25M | 0.00% | −87−0.5% | Reduced |
| JustInvest LLC | 17,993 | $1.29M | 0.01% | +10,754+148.6% | Added |
| Dark Forest Capital Management LP | 18,807 | $1.35M | 0.05% | −11,706−38.4% | Reduced |
| Commonwealth Equity Services, LLC | 18,828 | $1.35M | 0.00% | +52+0.3% | Added |
| Kensington Investment Counsel, LLC | 19,285 | $1.38M | 0.59% | −372−1.9% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 21,568 | $1.55M | 0.00% | −9,206−29.9% | Reduced |
| Assenagon Asset Management S.A. | 21,600 | $1.55M | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 21,830 | $1.57M | 0.00% | +2,561+13.3% | Added |
| Creative Planning | 22,655 | $1.62M | 0.00% | −1,626−6.7% | Reduced |
| Intech Investment Management LLC | 22,919 | $1.64M | 0.02% | −8,677−27.5% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 23,369 | $1.68M | 0.25% | −274−1.2% | Reduced |
| Zions Bancorporation, National Association | 25,572 | $1.83M | 0.10% | +7,767+43.6% | Added |
| Norges Bank | 25,689 | $1.84M | 0.00% | −39,526−60.6% | Reduced |
| State of New Jersey Common Pension Fund D | 26,068 | $1.87M | 0.01% | +3,044+13.2% | Added |
| Qube Research & Technologies Ltd | 27,008 | $1.94M | 0.00% | −56,504−67.7% | Reduced |
| Voloridge Investment Management, LLC | 27,021 | $1.94M | 0.01% | +27,021 | New |
| SEI Investments Co | 27,683 | $1.99M | 0.00% | +3,576+14.8% | Added |
| Manufacturers Life Insurance Company, The | 29,047 | $2.08M | 0.00% | +741+2.6% | Added |
| Pathstone Holdings, LLC | 29,055 | $2.08M | 0.01% | −3,147−9.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 29,529 | $2.12M | 0.00% | +235+0.8% | Added |
| Taylor Frigon Capital Management LLC | 29,809 | $2.14M | 1.14% | −2,082−6.5% | Reduced |
| MetLife Investment Management | 31,237 | $2.24M | 0.01% | +3,364+12.1% | Added |
| HighTower Advisors, LLC | 31,823 | $2.28M | 0.00% | −70.0% | Reduced |
| Millington Financial Advisors, LLC | 30,564 | $2.30M | 1.16% | −770−2.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 34,600 | $2.48M | 0.02% | −696−2.0% | Reduced |
| CIBC World Markets Inc. | 35,199 | $2.52M | 0.01% | +35,199 | New |
| Rice Hall James & Associates, LLC | 39,236 | $2.81M | 0.15% | −3,319−7.8% | Reduced |
| Basswood Capital Management, L.L.C. | 40,355 | $2.89M | 0.14% | 00.0% | Unchanged |
| Victory Capital Management Inc | 41,678 | $2.99M | 0.00% | −10,437−20.0% | Reduced |
| Private Advisor Group, LLC | 42,757 | $3.07M | 0.02% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 42,923 | $3.08M | 0.01% | −62,700−59.4% | Reduced |
| Great Lakes Advisors, LLC | 43,288 | $3.10M | 0.03% | +6,215+16.8% | Added |
| Citigroup Inc | 44,064 | $3.16M | 0.00% | +5,719+14.9% | Added |
| Wells Fargo & Company | 46,284 | $3.32M | 0.00% | +3,379+7.9% | Added |
| LPL Financial LLC | 46,742 | $3.35M | 0.00% | +8,561+22.4% | Added |
| Roundview Capital LLC | 47,327 | $3.39M | 0.23% | +6,904+17.1% | Added |
| California State Teachers Retirement System | 48,867 | $3.50M | 0.00% | +7,013+16.8% | Added |
| Advantage Alpha Capital Partners LP | 49,463 | $3.55M | 0.96% | −3,408−6.4% | Reduced |