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 |
|---|---|---|---|---|---|
| Qube Research & Technologies Ltd | 27,008 | $1.94M | 0.00% | −56,504−67.7% | Reduced |
| State of New Jersey Common Pension Fund D | 26,068 | $1.87M | 0.01% | +3,044+13.2% | Added |
| Norges Bank | 25,689 | $1.84M | 0.00% | −39,526−60.6% | Reduced |
| Zions Bancorporation, National Association | 25,572 | $1.83M | 0.10% | +7,767+43.6% | Added |
| Schneider Downs Wealth Management Advisors, LP | 23,369 | $1.68M | 0.25% | −274−1.2% | Reduced |
| Intech Investment Management LLC | 22,919 | $1.64M | 0.02% | −8,677−27.5% | Reduced |
| Creative Planning | 22,655 | $1.62M | 0.00% | −1,626−6.7% | Reduced |
| Great West Life Assurance Co | 21,830 | $1.57M | 0.00% | +2,561+13.3% | Added |
| Assenagon Asset Management S.A. | 21,600 | $1.55M | 0.00% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 21,568 | $1.55M | 0.00% | −9,206−29.9% | Reduced |
| Kensington Investment Counsel, LLC | 19,285 | $1.38M | 0.59% | −372−1.9% | Reduced |
| Commonwealth Equity Services, LLC | 18,828 | $1.35M | 0.00% | +52+0.3% | Added |
| Dark Forest Capital Management LP | 18,807 | $1.35M | 0.05% | −11,706−38.4% | Reduced |
| JustInvest LLC | 17,993 | $1.29M | 0.01% | +10,754+148.6% | Added |
| Stifel Financial Corp | 17,429 | $1.25M | 0.00% | −87−0.5% | Reduced |
| Ensign Peak Advisors, Inc | 16,648 | $1.19M | 0.00% | −4,000−19.4% | Reduced |
| Legato Capital Management LLC | 16,238 | $1.16M | 0.14% | 00.0% | Unchanged |
| Callan Family Office, LLC | 15,568 | $1.12M | 0.04% | +3,145+25.3% | Added |
| Kestra Advisory Services, LLC | 15,079 | $1.08M | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 14,986 | $1.07M | 0.01% | +2,029+15.7% | Added |
| Valeo Financial Advisors, LLC | 14,737 | $1.06M | 0.03% | +2,660+22.0% | Added |
| Yarbrough Capital, LLC | 14,346 | $1.03M | 0.04% | 00.0% | Unchanged |
| Voya Investment Management LLC | 14,313 | $1.03M | 0.00% | +1,384+10.7% | Added |
| Chicago Wealth Management, Inc. | 14,000 | $1.00M | 0.48% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 13,648 | $978.7K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 13,249 | $950.1K | 0.00% | 00.0% | Unchanged |
| Apexium Financial, LP | 13,246 | $949.9K | 0.05% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 12,946 | $928.4K | 0.01% | +12,895+25,284.3% | Added |
| Mariner, LLC | 12,569 | $901.3K | 0.00% | −1,224−8.9% | Reduced |
| CWM, LLC | 12,493 | $896.0K | 0.00% | −486−3.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 11,836 | $848.8K | 0.01% | +1,623+15.9% | Added |
| Whetstone Capital Advisors, LLC | 11,385 | $816.4K | 0.23% | +11,385 | New |
| Truist Financial Corp | 11,035 | $791.3K | 0.00% | −1,928−14.9% | Reduced |
| Cerity Partners LLC | 11,023 | $790.5K | 0.00% | −1,053−8.7% | Reduced |
| Next Capital Management LLC | 11,000 | $788.8K | 0.29% | 00.0% | Unchanged |
| ProShare Advisors LLC | 10,752 | $771.0K | 0.00% | +377+3.6% | Added |
| KLP Kapitalforvaltning AS | 10,700 | $767.3K | 0.00% | +2,000+23.0% | Added |
| RBF Capital, LLC | 10,000 | $717.1K | 0.04% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 9,747 | $699.0K | 0.00% | +408+4.4% | Added |
| Cynosure Management, LLC | 9,729 | $697.7K | 0.08% | 00.0% | Unchanged |
| Comerica Bank | 9,690 | $694.8K | 0.00% | +230+2.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,158 | $656.7K | 0.00% | +1,152+14.4% | Added |
| Valtinson Bruner Financial Planning LLC | 8,868 | $635.9K | 0.20% | −42−0.5% | Reduced |
| Dodds Wealth, LLC | 8,742 | $626.9K | 0.17% | 00.0% | Unchanged |
| Captrust Financial Advisors | 8,361 | $599.6K | 0.00% | −179−2.1% | Reduced |
| AQR Capital Management LLC | 8,237 | $590.7K | 0.00% | −3,488−29.7% | Reduced |
| Commerce Bank | 8,121 | $582.4K | 0.00% | +55+0.7% | Added |
| Laurus Investment Counsel Inc. | 7,820 | $560.8K | 0.37% | −6,200−44.2% | Reduced |
| Teacher Retirement System of Texas | 7,758 | $556.3K | 0.00% | +1,154+17.5% | Added |
| Glenmede Investment Management, LP | 7,315 | $524.6K | 0.00% | +7,315 | New |
| Mercer Global Advisors Inc | 7,196 | $516.0K | 0.00% | −628−8.0% | Reduced |
| Verition Fund Management LLC | 7,117 | $510.4K | 0.00% | +7,117 | New |
| Pictet Asset Management Holding SA | 7,069 | $506.9K | 0.00% | +1,347+23.5% | Added |
| HMS Capital Management, LLC | 7,000 | $502.0K | 0.23% | −78−1.1% | Reduced |
| Prudential Financial Inc | 6,637 | $492.4K | 0.00% | +2,957+80.4% | Added |
| Cannon Global Investment Management, LLC | 6,500 | $466.1K | 1.27% | +6,500 | New |
| CIBC World Markets Corp | 6,460 | $463.2K | 0.00% | −4,174−39.3% | Reduced |
| Quantinno Capital Management LP | 6,374 | $457.1K | 0.00% | +3,471+119.6% | Added |
| Country Club Bank | 6,294 | $447.6K | 0.03% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 5,914 | $424.1K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 5,902 | $423.2K | 0.01% | +5,902 | New |
| BNP Paribas Arbitrage, SA | 5,700 | $408.7K | 0.00% | +2,303+67.8% | Added |
| Mayflower Financial Advisors, LLC | 5,663 | $406.1K | 0.06% | −200−3.4% | Reduced |
| Holocene Advisors, LP | 5,577 | $399.9K | 0.00% | +5,577 | New |
| Tower Research Capital LLC (TRC) | 5,516 | $395.6K | 0.01% | +4,128+297.4% | Added |
| HSBC Holdings PLC | 5,552 | $394.5K | 0.00% | +5,552 | New |
| Helium Advisors LLC | 5,500 | $394.4K | 0.25% | +5,500 | New |
| CWM Advisors, LLC | 5,455 | $391.2K | 0.04% | +924+20.4% | Added |
| Ameritas Investment Partners, Inc. | 5,353 | $383.9K | 0.01% | +505+10.4% | Added |
| Ifrah Financial Services, Inc. | 5,196 | $372.6K | 0.10% | −51−1.0% | Reduced |
| Balyasny Asset Management LLC | 4,969 | $356.3K | 0.00% | +230+4.9% | Added |
| Fiduciary Trust Co | 4,880 | $349.9K | 0.00% | −1,205−19.8% | Reduced |
| Avantax Advisory Services, Inc. | 4,878 | $349.8K | 0.00% | −78−1.6% | Reduced |
| State of Wisconsin Investment Board | 4,817 | $345.4K | 0.00% | +154+3.3% | Added |
| Fifth Third Bancorp | 4,739 | $339.8K | 0.00% | −258−5.2% | Reduced |
| Sanctuary Advisors, LLC | 4,623 | $331.5K | 0.00% | −136−2.9% | Reduced |
| The PNC Financial Services Group, Inc. | 4,571 | $327.8K | 0.00% | −84−1.8% | Reduced |
| CBIZ Investment Advisory Services, LLC | 4,438 | $318.2K | 0.01% | +49+1.1% | Added |
| Meritage Portfolio Management | 4,110 | $294.7K | 0.02% | −2,124−34.1% | Reduced |
| Kavar Capital Partners Group, LLC | 4,105 | $294.4K | 0.04% | 00.0% | Unchanged |
| Xponance, Inc. | 4,078 | $292.4K | 0.00% | +458+12.7% | Added |
| Bridgefront Capital, LLC | 3,967 | $284.5K | 0.08% | +3,967 | New |
| Freestone Grove Partners LP | 3,938 | $282.4K | 0.00% | +3,938 | New |
| Vista Finance, LLC | 3,856 | $276.5K | 0.24% | +150+4.0% | Added |
| Ethic Inc. | 3,767 | $267.9K | 0.00% | +668+21.6% | Added |
| Principal Financial Group Inc | 3,728 | $267.3K | 0.00% | −28,038−88.3% | Reduced |
| J.W. Cole Advisors, Inc. | 3,600 | $258.2K | 0.01% | −11−0.3% | Reduced |
| Flaharty Asset Management, LLC | 3,492 | $250.4K | 0.03% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 3,400 | $243.8K | 0.06% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 3,301 | $236.7K | 0.00% | −457−12.2% | Reduced |
| Compass Ion Advisors, LLC | 3,297 | $236.4K | 0.03% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 3,197 | $229.3K | 0.03% | +129+4.2% | Added |
| Corton Capital Inc. | 3,177 | $227.8K | 0.27% | +3,177 | New |
| Pinnacle Financial Partners Inc | 3,142 | $225.3K | 0.00% | 00.0% | Unchanged |
| Atria Investments LLC | 3,116 | $223.4K | 0.00% | −353−10.2% | Reduced |
| DekaBank Deutsche Girozentrale | 3,040 | $219.0K | 0.00% | 00.0% | Unchanged |
| Chicago Trust Co NA | 3,052 | $218.9K | 0.03% | +3,052 | New |
| Mackenzie Financial Corp | 3,020 | $216.6K | 0.00% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 3,000 | $215.1K | 0.16% | 00.0% | Unchanged |
| First Financial Bankshares Inc | 2,923 | $209.6K | 0.00% | 00.0% | Unchanged |