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, Q3 2025
Institutional positions in CBIZ, Inc. as of Sep 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
- 262
- −10 vs. Q2 2025
- Shares held
- 50.2M
- +2.33M (+4.9%) vs. Q2 2025
- Total value
- $2.69B
- −$744.0M (−21.7%) vs. Q2 2025
- New holders
- 43
- 69 more added
- Sold out
- 53
- 107 more reduced
5 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 263 | $2.72B |
| Q2 2025 | 277 | $3.47B |
| Q1 2025 | 290 | $3.39B |
| Q4 2024 | 282 | $3.74B |
| Q3 2024 | 286 | $3.06B |
| Q2 2024 | 276 | $3.43B |
| Q1 2024 | 269 | $4.09B |
| Q4 2023 | 260 | $3.01B |
| Q3 2023 | 245 | $2.27B |
| Q2 2023 | 233 | $2.36B |
| Q1 2023 | 227 | $2.23B |
| Q4 2022 | 228 | $2.09B |
| Q3 2022 | 209 | $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, Q3 2025
Shares, value and share of portfolio for each institution holding CBIZ, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,888,523 | $258.9M | 0.00% | −192,517−3.8% | Reduced |
| Durable Capital Partners LP | 3,925,067 | $207.9M | 1.54% | +3,925,067 | New |
| BlackRock, Inc. | 3,540,802 | $187.5M | 0.00% | −249,020−6.6% | Reduced |
| Morgan Stanley | 3,401,097 | $180.1M | 0.01% | +150,698+4.6% | Added |
| FMR LLC | 3,022,280 | $160.1M | 0.01% | +1,161,377+62.4% | Added |
| Capital Research Global Investors | 2,921,326 | $154.7M | 0.03% | −65,633−2.2% | Reduced |
| Burgundy Asset Management Ltd. | 2,315,606 | $149.4M | 1.41% | −5,592−0.2% | Reduced |
| P2 Capital Partners, LLC | 1,716,325 | $90.9M | 18.68% | −89,983−5.0% | Reduced |
| State Street Corp | 1,154,933 | $61.2M | 0.00% | −55,868−4.6% | Reduced |
| Geode Capital Management, LLC | 1,149,635 | $60.9M | 0.00% | −74,507−6.1% | Reduced |
| BloombergSen Inc. | 1,107,850 | $58.7M | 4.98% | −11,512−1.0% | Reduced |
| Janus Henderson Group PLC | 948,644 | $50.2M | 0.02% | +247,176+35.2% | Added |
| Northern Trust Corp | 933,816 | $49.5M | 0.01% | +36,420+4.1% | Added |
| Silvercrest Asset Management Group LLC | 926,246 | $49.1M | 0.32% | +50,231+5.7% | Added |
| Capital World Investors | 920,282 | $48.7M | 0.01% | −687,922−42.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 821,483 | $45.3M | 0.07% | +67,978+9.0% | Added |
| Premier Fund Managers Ltd | 814,871 | $43.8M | 1.80% | −3,643−0.4% | Reduced |
| GW&K Investment Management, LLC | 757,430 | $40.1M | 0.35% | −12,130−1.6% | Reduced |
| Handelsbanken Fonder AB | 747,000 | $39.6M | 0.13% | +285,000+61.7% | Added |
| Citadel Advisors LLC | 623,060 | $33.0M | 0.03% | +446,876+253.6% | Added |
| Dimensional Fund Advisors LP | 614,232 | $32.5M | 0.01% | −55,021−8.2% | Reduced |
| Sunriver Management LLC | 596,762 | $31.6M | 3.44% | +596,762 | New |
| Invesco Ltd. | 580,732 | $30.8M | 0.00% | −22,191−3.7% | Reduced |
| Royal Bank of Canada | 569,770 | $30.2M | 0.01% | +108,320+23.5% | Added |
| Charles Schwab Investment Management Inc | 524,822 | $27.8M | 0.00% | −30,410−5.5% | Reduced |
| JPMorgan Chase & Co | 522,900 | $27.7M | 0.00% | −463,058−47.0% | Reduced |
| Fenimore Asset Management Inc | 455,344 | $24.1M | 0.48% | +22,967+5.3% | Added |
| Bank of America Corp | 441,553 | $23.4M | 0.00% | −12,998−2.9% | Reduced |
| Geneva Capital Management LLC | 432,882 | $22.9M | 0.39% | −17,122−3.8% | Reduced |
| Waters Parkerson & Co., LLC | 414,478 | $22.0M | 1.07% | +15,776+4.0% | Added |
| Macquarie Group Ltd | 394,095 | $20.9M | 0.02% | −35,244−8.2% | Reduced |
| Wellington Management Group LLP | 362,927 | $19.2M | 0.00% | −54,265−13.0% | Reduced |
| Blair William & Co | 352,712 | $18.7M | 0.05% | −81,786−18.8% | Reduced |
| Goldman Sachs Group Inc | 308,381 | $16.3M | 0.00% | −213,269−40.9% | Reduced |
| Granite Investment Partners, LLC | 296,177 | $15.7M | 0.89% | −137,812−31.8% | Reduced |
| Summit Creek Advisors LLC | 284,285 | $15.1M | 2.19% | −22,033−7.2% | Reduced |
| WCM Investment Management, LLC | 278,955 | $15.0M | 0.03% | +278,955 | New |
| Montrusco Bolton Investments Inc. | 276,821 | $14.7M | 0.17% | +43,431+18.6% | Added |
| Deutsche Bank AG | 241,758 | $12.8M | 0.00% | +85,271+54.5% | Added |
| Public Employees Retirement Association of Colorado | 228,838 | $12.1M | 0.04% | −29,200−11.3% | Reduced |
| Jane Street Group, LLC | 221,968 | $11.8M | 0.01% | +221,968 | New |
| Basswood Capital Management, L.L.C. | 191,063 | $10.1M | 0.47% | +150,708+373.5% | Added |
| Squarepoint Ops LLC | 183,420 | $9.71M | 0.02% | +183,420 | New |
| Bank of New York Mellon Corp | 156,776 | $8.30M | 0.00% | −6,381−3.9% | Reduced |
| First Manhattan Co | 138,220 | $7.32M | 0.02% | +5,950+4.5% | Added |
| Royce & Associates LP | 134,702 | $7.13M | 0.07% | −75,517−35.9% | Reduced |
| Public Employees Retirement System of Ohio | 133,384 | $7.06M | 0.02% | +19,125+16.7% | Added |
| Mawer Investment Management Ltd. | 127,954 | $6.78M | 0.04% | −714−0.6% | Reduced |
| Nuveen, LLC | 115,684 | $6.13M | 0.00% | −74,496−39.2% | Reduced |
| UBS Asset Management Americas Inc | 103,394 | $5.48M | 0.00% | −69,473−40.2% | Reduced |
| Neumeier Poma Investment Counsel LLC | 103,035 | $5.46M | 0.45% | −335,941−76.5% | Reduced |
| Qube Research & Technologies Ltd | 102,693 | $5.44M | 0.01% | +75,685+280.2% | Added |
| Pacific Capital Partners Ltd | 102,500 | $5.43M | 6.04% | +7,500+7.9% | Added |
| Millennium Management LLC | 101,706 | $5.39M | 0.00% | +101,706 | New |
| Bridge City Capital, LLC | 101,391 | $5.37M | 1.43% | +17,687+21.1% | Added |
| CenterBook Partners LP | 98,406 | $5.21M | 0.26% | +98,406 | New |
| Swiss National Bank | 94,900 | $5.03M | 0.00% | −3,200−3.3% | Reduced |
| Barclays PLC | 90,097 | $4.77M | 0.00% | −12,181−11.9% | Reduced |
| Envestnet Asset Management Inc | 84,246 | $4.46M | 0.00% | +7,950+10.4% | Added |
| New York State Common Retirement Fund | 79,026 | $4.19M | 0.01% | +3,709+4.9% | Added |
| Advantage Alpha Capital Partners LP | 78,309 | $4.15M | 1.25% | +28,846+58.3% | Added |
| UBS Group AG | 76,370 | $4.04M | 0.00% | −178,616−70.0% | Reduced |
| Rhumbline Advisers | 74,889 | $3.97M | 0.00% | −5,932−7.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 73,539 | $3.89M | 0.09% | +73,539 | New |
| Bancreek Capital Management, LP | 71,505 | $3.79M | 7.95% | −5,564−7.2% | Reduced |
| King Luther Capital Management Corp | 68,421 | $3.62M | 0.01% | −11,780−14.7% | Reduced |
| Russell Investments Group, Ltd. | 61,665 | $3.27M | 0.00% | −13,023−17.4% | Reduced |
| Susquehanna International Group, LLP | 61,106 | $3.24M | 0.00% | −63,159−50.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 56,283 | $3.14M | 0.00% | +2,964+5.6% | Added |
| Woodard & Co Asset Management Group Inc | 57,645 | $3.05M | 0.50% | 00.0% | Unchanged |
| Legal & General Group Plc | 55,516 | $2.94M | 0.00% | −3,720−6.3% | Reduced |
| Alliancebernstein L.P. | 53,926 | $2.86M | 0.00% | −120.0% | Reduced |
| Chatham Capital Group, Inc. | 50,627 | $2.68M | 0.39% | −2,420−4.6% | Reduced |
| Wells Fargo & Company | 49,393 | $2.62M | 0.00% | +3,109+6.7% | Added |
| California State Teachers Retirement System | 48,870 | $2.59M | 0.00% | +30.0% | Added |
| Ameriprise Financial Inc | 48,819 | $2.59M | 0.00% | −95,471−66.2% | Reduced |
| Verition Fund Management LLC | 48,650 | $2.58M | 0.01% | +41,533+583.6% | Added |
| Roundview Capital LLC | 46,677 | $2.47M | 0.16% | −650−1.4% | Reduced |
| Price T Rowe Associates Inc | 45,873 | $2.43M | 0.00% | −363,392−88.8% | Reduced |
| Taylor Frigon Capital Management LLC | 45,596 | $2.41M | 1.20% | +15,787+53.0% | Added |
| Marshall Wace, LLP | 45,023 | $2.38M | 0.00% | −66,988−59.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 44,116 | $2.34M | 0.02% | +9,516+27.5% | Added |
| Private Advisor Group, LLC | 42,761 | $2.26M | 0.01% | +40.0% | Added |
| LPL Financial LLC | 41,671 | $2.21M | 0.00% | −5,071−10.8% | Reduced |
| Voloridge Investment Management, LLC | 39,323 | $2.08M | 0.01% | +12,302+45.5% | Added |
| Great Lakes Advisors, LLC | 38,353 | $2.03M | 0.02% | −4,935−11.4% | Reduced |
| State of New Jersey Common Pension Fund D | 32,876 | $1.74M | 0.01% | +6,808+26.1% | Added |
| HighTower Advisors, LLC | 31,887 | $1.69M | 0.00% | +64+0.2% | Added |
| Victory Capital Management Inc | 31,536 | $1.67M | 0.00% | −10,142−24.3% | Reduced |
| Two Sigma Advisers, LP | 30,923 | $1.64M | 0.00% | −12,000−28.0% | Reduced |
| SEI Investments Co | 30,860 | $1.63M | 0.00% | +3,177+11.5% | Added |
| Holocene Advisors, LP | 30,402 | $1.61M | 0.00% | +24,825+445.1% | Added |
| Cerity Partners LLC | 29,608 | $1.57M | 0.00% | +18,585+168.6% | Added |
| Brevan Howard Capital Management LP | 29,418 | $1.56M | 0.02% | +29,418 | New |
| Engineers Gate Manager LP | 29,077 | $1.54M | 0.02% | +29,077 | New |
| ExodusPoint Capital Management, LP | 29,046 | $1.54M | 0.02% | +29,046 | New |
| MetLife Investment Management | 28,737 | $1.52M | 0.01% | −2,500−8.0% | Reduced |
| Quantbot Technologies LP | 28,445 | $1.51M | 0.04% | +28,445 | New |
| Intech Investment Management LLC | 27,320 | $1.45M | 0.01% | +4,401+19.2% | Added |
| Kensington Investment Counsel, LLC | 26,671 | $1.41M | 0.58% | +7,386+38.3% | Added |