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 |
|---|---|---|---|---|---|
| Advisors Capital Management, LLC | 2,900 | $208.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 2,570 | $184.3K | 0.02% | −4,540−63.9% | Reduced |
| Advisor Group Holdings, Inc. | 2,327 | $167.0K | 0.00% | −406−14.9% | Reduced |
| Huntington National Bank | 2,228 | $159.8K | 0.00% | +302+15.7% | Added |
| Nisa Investment Advisors, LLC | 2,180 | $156.3K | 0.00% | +39+1.8% | Added |
| Ridgewood Investments LLC | 1,850 | $132.7K | 0.06% | 00.0% | Unchanged |
| Raymond James Financial Inc | 1,845 | $132.3K | 0.00% | +1,845 | New |
| Trust Co of Vermont | 1,650 | $118.3K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 1,640 | $118.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,611 | $116.0K | 0.00% | −410−20.3% | Reduced |
| US Bancorp | 1,548 | $111.0K | 0.00% | +12+0.8% | Added |
| Signaturefd, LLC | 1,025 | $73.5K | 0.00% | +86+9.2% | Added |
| Vestcor Inc | 971 | $70.0K | 0.00% | −1,951−66.8% | Reduced |
| Lazard Asset Management LLC | 960 | $68.0K | 0.00% | +32+3.4% | Added |
| Assetmark, Inc | 938 | $67.3K | 0.00% | +33+3.6% | Added |
| Fortis Group Advisors, LLC | 875 | $62.7K | 0.01% | 00.0% | Unchanged |
| Danske Bank A/S | 800 | $57.4K | 0.00% | +700+700.0% | Added |
| NBT Bank N A | 750 | $53.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 722 | $51.8K | 0.00% | +450+165.4% | Added |
| Clark Wealth Partners | 590 | $42.3K | 0.03% | 00.0% | Unchanged |
| Strategic Wealth Designers | 515 | $36.9K | 0.05% | +515 | New |
| Ancora Advisors, LLC | 500 | $35.9K | 0.00% | 00.0% | Unchanged |
| Trust Co | 500 | $35.9K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 483 | $35.0K | 0.00% | +483 | New |
| Jones Financial Companies LLLP | 488 | $34.7K | 0.00% | +75+18.2% | Added |
| Whittier Trust Co | 442 | $31.7K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 406 | $29.1K | 0.00% | +80+24.5% | Added |
| First Horizon Advisors, Inc. | 387 | $27.8K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 334 | $24.0K | 0.00% | −89−21.0% | Reduced |
| Aster Capital Management (DIFC) Ltd | 286 | $20.5K | 0.00% | +286 | New |
| Central Trust Co | 272 | $19.5K | 0.00% | +75+38.1% | Added |
| AdvisorNet Financial, Inc | 240 | $17.2K | 0.00% | +240 | New |
| GAMMA Investing LLC | 204 | $14.6K | 0.00% | −13−6.0% | Reduced |
| Parkside Financial Bank & Trust | 202 | $14.5K | 0.00% | −10−4.7% | Reduced |
| Principal Securities, Inc. | 202 | $14.5K | 0.00% | +32+18.8% | Added |
| National Bank of Canada | 192 | $13.8K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 156 | $11.2K | 0.00% | −61−28.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 144 | $10.3K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 130 | $9.32K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 130 | $9.00K | 0.00% | −106−44.9% | 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 |
| Smartleaf Asset Management LLC | 114 | $8.11K | 0.00% | −490−81.1% | Reduced |
| Park Place Capital Corp | 104 | $7.53K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 104 | $7.46K | 0.00% | −7−6.3% | Reduced |
| Skopos Labs, Inc. | 101 | $7.24K | 0.00% | −9−8.2% | Reduced |
| Harbor Capital Advisors, Inc. | 104 | $7.00K | 0.00% | +2+2.0% | Added |
| SBI Securities Co., Ltd. | 95 | $6.81K | 0.00% | −3−3.1% | Reduced |
| CIBC Private Wealth Group, LLC | 93 | $6.67K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 92 | $6.60K | 0.00% | −14−13.2% | Reduced |
| Kestra Investment Management, LLC | 64 | $4.86K | 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 |
| Parallel Advisors, LLC | 61 | $4.37K | 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 |
| Highline Wealth Partners LLC | 52 | $3.73K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 46 | $3.30K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 36 | $2.58K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 31 | $2.22K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 26 | $1.86K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 19 | $1.36K | 0.00% | +11+137.5% | Added |
| Quest Partners LLC | 17 | $1.22K | 0.00% | +17 | New |
| Capital Advisors, Ltd. LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 12 | $861 | 0.00% | −1−7.7% | Reduced |
| GWM Advisors LLC | 12 | $861 | 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 |
| Financial Network Wealth Advisors LLC | 10 | $717 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 8 | $574 | 0.00% | +8 | New |
| Allworth Financial LP | 7 | $502 | 0.00% | +2+40.0% | Added |
| 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 |
| Parkworth Wealth Management, Inc. | 1 | $72 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 4 | $0 | 0.00% | −21−84.0% | Reduced |
| Covestor Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |