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 |
|---|---|---|---|---|---|
| Chatham Capital Group, Inc. | 53,047 | $3.80M | 0.58% | −245−0.5% | Reduced |
| Alliancebernstein L.P. | 53,938 | $3.87M | 0.00% | −58−0.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 53,319 | $3.93M | 0.01% | +14,979+39.1% | Added |
| Woodard & Co Asset Management Group Inc | 57,645 | $4.13M | 0.76% | 00.0% | Unchanged |
| Legal & General Group Plc | 59,236 | $4.25M | 0.00% | −14,084−19.2% | Reduced |
| Empowered Funds, LLC | 60,315 | $4.33M | 0.05% | +20,046+49.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 62,974 | $4.52M | 0.01% | −14,540−18.8% | Reduced |
| Russell Investments Group, Ltd. | 74,688 | $5.36M | 0.01% | +10,820+16.9% | Added |
| New York State Common Retirement Fund | 75,317 | $5.40M | 0.01% | −4,378−5.5% | Reduced |
| Envestnet Asset Management Inc | 76,296 | $5.47M | 0.00% | −1,898−2.4% | Reduced |
| Bancreek Capital Management, LP | 77,069 | $5.53M | 9.48% | −4,723−5.8% | Reduced |
| King Luther Capital Management Corp | 80,201 | $5.75M | 0.02% | −2,024−2.5% | Reduced |
| Rhumbline Advisers | 80,821 | $5.80M | 0.00% | +8,585+11.9% | Added |
| Bridge City Capital, LLC | 83,704 | $6.00M | 1.68% | −887−1.0% | Reduced |
| Argent Capital Management LLC | 89,666 | $6.43M | 0.18% | +697+0.8% | Added |
| STRS Ohio | 91,800 | $6.58M | 0.02% | +600+0.7% | Added |
| Pacific Capital Partners Ltd | 95,000 | $6.81M | 6.39% | −30,000−24.0% | Reduced |
| Swiss National Bank | 98,100 | $7.03M | 0.00% | +10,600+12.1% | Added |
| Barclays PLC | 102,278 | $7.33M | 0.00% | +40,766+66.3% | Added |
| Ananym Capital Management, LP | 102,750 | $7.37M | 3.18% | +102,750 | New |
| Franklin Resources Inc | 109,122 | $7.83M | 0.00% | +109,122 | New |
| Neuberger Berman Group LLC | 109,528 | $7.85M | 0.01% | −29,917−21.5% | Reduced |
| Marshall Wace, LLP | 112,011 | $8.03M | 0.01% | +112,011 | New |
| Public Employees Retirement System of Ohio | 114,259 | $8.19M | 0.03% | +4,139+3.8% | Added |
| Susquehanna International Group, LLP | 124,265 | $8.91M | 0.01% | +26,049+26.5% | Added |
| Mawer Investment Management Ltd. | 128,668 | $9.23M | 0.05% | +128,668 | New |
| First Manhattan Co | 132,270 | $9.49M | 0.03% | −11,035−7.7% | Reduced |
| Ameriprise Financial Inc | 144,290 | $10.3M | 0.00% | +68,271+89.8% | Added |
| Deutsche Bank AG | 156,487 | $11.2M | 0.00% | +10,159+6.9% | Added |
| Bank of New York Mellon Corp | 163,157 | $11.7M | 0.00% | +13,599+9.1% | Added |
| UBS Asset Management Americas Inc | 172,867 | $12.4M | 0.00% | +29,597+20.7% | Added |
| Citadel Advisors LLC | 176,184 | $12.6M | 0.01% | +133,498+312.7% | Added |
| Nuveen, LLC | 190,180 | $13.6M | 0.00% | −119,522−38.6% | Reduced |
| Segall Bryant & Hamill, LLC | 200,835 | $14.4M | 0.20% | +34,378+20.7% | Added |
| Royce & Associates LP | 210,219 | $15.1M | 0.15% | 00.0% | Unchanged |
| Falcon Edge Capital, LP | 232,021 | $16.6M | 1.79% | +143,526+162.2% | Added |
| Montrusco Bolton Investments Inc. | 233,390 | $16.7M | 0.19% | +233,390 | New |
| UBS Group AG | 254,986 | $18.3M | 0.00% | +103,671+68.5% | Added |
| Public Employees Retirement Association of Colorado | 258,038 | $18.5M | 0.07% | −58,400−18.5% | Reduced |
| William Blair Investment Management, LLC | 303,146 | $21.7M | 0.06% | +303,146 | New |
| Summit Creek Advisors LLC | 306,318 | $22.0M | 3.06% | +2,228+0.7% | Added |
| Waters Parkerson & Co., LLC | 398,702 | $28.6M | 1.43% | +94,214+30.9% | Added |
| Price T Rowe Associates Inc | 409,265 | $29.4M | 0.00% | −176,543−30.1% | Reduced |
| Wellington Management Group LLP | 417,192 | $29.9M | 0.01% | +7,012+1.7% | Added |
| Macquarie Group Ltd | 429,339 | $30.8M | 0.04% | +1,259+0.3% | Added |
| Fenimore Asset Management Inc | 432,377 | $31.0M | 0.62% | +400.0% | Added |
| Granite Investment Partners, LLC | 433,989 | $31.1M | 1.52% | −104,303−19.4% | Reduced |
| Blair William & Co | 434,498 | $31.2M | 0.09% | +6,893+1.6% | Added |
| Neumeier Poma Investment Counsel LLC | 438,976 | $31.5M | 2.93% | −17,406−3.8% | Reduced |
| Bessemer Group Inc | 447,844 | $32.1M | 0.05% | +19,921+4.7% | Added |
| Geneva Capital Management LLC | 450,004 | $32.3M | 0.54% | +25,000+5.9% | Added |
| Bank of America Corp | 454,551 | $32.6M | 0.00% | +1,306+0.3% | Added |
| Royal Bank of Canada | 461,450 | $33.1M | 0.01% | +65,172+16.4% | Added |
| Handelsbanken Fonder AB | 462,000 | $33.1M | 0.12% | +115,000+33.1% | Added |
| Goldman Sachs Group Inc | 521,650 | $37.4M | 0.01% | +151,784+41.0% | Added |
| Charles Schwab Investment Management Inc | 555,232 | $39.8M | 0.01% | +31,110+5.9% | Added |
| Artemis Investment Management LLP | 561,381 | $40.3M | 0.52% | −70,512−11.2% | Reduced |
| Invesco Ltd. | 602,923 | $43.2M | 0.01% | −101,005−14.3% | Reduced |
| Dimensional Fund Advisors LP | 669,253 | $48.0M | 0.01% | −740,538−52.5% | Reduced |
| Janus Henderson Group PLC | 701,468 | $50.3M | 0.02% | +682,205+3,541.5% | Added |
| Allspring Global Investments Holdings, LLC | 753,505 | $54.6M | 0.09% | −95,549−11.3% | Reduced |
| GW&K Investment Management, LLC | 769,560 | $55.2M | 0.49% | −123,956−13.9% | Reduced |
| Premier Fund Managers Ltd | 818,514 | $58.2M | 2.12% | +7,515+0.9% | Added |
| Silvercrest Asset Management Group LLC | 876,015 | $62.8M | 0.42% | +168,892+23.9% | Added |
| Northern Trust Corp | 897,396 | $64.4M | 0.01% | −34,474−3.7% | Reduced |
| JPMorgan Chase & Co | 985,958 | $70.7M | 0.00% | +232,438+30.8% | Added |
| BloombergSen Inc. | 1,119,362 | $80.3M | 6.78% | +96,982+9.5% | Added |
| State Street Corp | 1,210,801 | $86.8M | 0.00% | +53,099+4.6% | Added |
| Geode Capital Management, LLC | 1,224,142 | $87.8M | 0.01% | +96,505+8.6% | Added |
| Capital World Investors | 1,608,204 | $115.3M | 0.02% | +367,025+29.6% | Added |
| P2 Capital Partners, LLC | 1,806,308 | $129.5M | 26.11% | −110,755−5.8% | Reduced |
| FMR LLC | 1,860,903 | $133.4M | 0.01% | +824,931+79.6% | Added |
| Burgundy Asset Management Ltd. | 2,321,198 | $166.5M | 1.62% | +100,932+4.5% | Added |
| Capital Research Global Investors | 2,986,959 | $214.2M | 0.04% | +279,863+10.3% | Added |
| Morgan Stanley | 3,250,399 | $233.1M | 0.02% | +129,671+4.2% | Added |
| BlackRock, Inc. | 3,789,822 | $271.8M | 0.01% | +220,661+6.2% | Added |
| Vanguard Group Inc | 5,081,040 | $364.4M | 0.01% | +429,228+9.2% | Added |
| Fiera Capital Corp | 0 | $0 | 0.00% | −234,522−100.0% | Sold out |
| SG Capital Management LLC | 0 | $0 | 0.00% | −90,314−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −71,556−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −60,056−100.0% | Sold out |
| Retirement Systems of Alabama | 0 | $0 | 0.00% | −59,288−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −57,909−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −41,240−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −23,479−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −21,152−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −17,667−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −14,600−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −14,263−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −13,751−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −13,186−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −10,994−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −10,194−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −6,396−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −5,287−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −5,189−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −4,219−100.0% | Sold out |
| Thoroughbred Financial Services, LLC | 0 | $0 | 0.00% | −3,342−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −3,022−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −2,894−100.0% | Sold out |