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 | 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, 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 |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 2 | $106 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 3 | $159 | 0.00% | −2−40.0% | Reduced |
| Allworth Financial LP | 4 | $212 | 0.00% | −3−42.9% | Reduced |
| Rothschild Investment LLC | 5 | $265 | 0.00% | −55−91.7% | Reduced |
| JPL Wealth Management, LLC | 5 | $265 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 5 | $323 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 10 | $530 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 11 | $583 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 12 | $636 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 12 | $636 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 26 | $1.38K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 31 | $1.64K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 39 | $2.06K | 0.00% | −117−75.0% | Reduced |
| Larson Financial Group LLC | 44 | $2.33K | 0.00% | +44 | New |
| Manchester Capital Management LLC | 46 | $2.44K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 61 | $3.23K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 61 | $3.23K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 87 | $4.61K | 0.00% | −8−8.4% | Reduced |
| CIBC Private Wealth Group, LLC | 93 | $4.92K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 100 | $5.30K | 0.00% | +100 | New |
| Farther Finance Advisors, LLC | 101 | $5.35K | 0.00% | +9+9.8% | Added |
| Versant Capital Management, Inc | 103 | $5.46K | 0.00% | −1−1.0% | Reduced |
| Park Place Capital Corp | 104 | $5.51K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 104 | $6.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 117 | $6.20K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 130 | $6.88K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 142 | $7.52K | 0.00% | −60−29.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 144 | $7.63K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 172 | $9.11K | 0.00% | +172 | New |
| Central Trust Co | 174 | $9.22K | 0.00% | −98−36.0% | Reduced |
| Bessemer Group Inc | 195 | $10.0K | 0.00% | −447,649−100.0% | Reduced |
| AdvisorNet Financial, Inc | 240 | $12.7K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 282 | $14.9K | 0.00% | +282 | New |
| Mather Group, LLC. | 285 | $15.1K | 0.00% | +285 | New |
| GAMMA Investing LLC | 322 | $17.1K | 0.00% | +118+57.8% | Added |
| MAI Capital Management | 329 | $17.4K | 0.00% | −5−1.5% | Reduced |
| Optiver Holding B.V. | 336 | $17.8K | 0.00% | −70−17.2% | Reduced |
| SRS Capital Advisors, Inc. | 393 | $20.8K | 0.00% | +333+555.0% | Added |
| Smartleaf Asset Management LLC | 429 | $23.1K | 0.00% | +315+276.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 446 | $24.0K | 0.00% | −37−7.7% | Reduced |
| Whittier Trust Co | 442 | $25.1K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 494 | $26.0K | 0.00% | +6+1.2% | Added |
| Ancora Advisors, LLC | 500 | $26.5K | 0.00% | 00.0% | Unchanged |
| Trust Co | 500 | $26.5K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 559 | $29.6K | 0.02% | +442+377.8% | Added |
| EverSource Wealth Advisors, LLC | 793 | $42.0K | 0.00% | +71+9.8% | Added |
| Danske Bank A/S | 800 | $42.4K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 875 | $46.3K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 917 | $48.6K | 0.00% | −108−10.5% | Reduced |
| Assetmark, Inc | 931 | $49.3K | 0.00% | −7−0.7% | Reduced |
| Vestcor Inc | 971 | $51.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,005 | $53.2K | 0.00% | +1,005 | New |
| Quest Partners LLC | 1,181 | $62.5K | 0.00% | +1,164+6,847.1% | Added |
| US Bancorp | 1,264 | $66.9K | 0.00% | −284−18.3% | Reduced |
| KBC Group NV | 1,611 | $85.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,640 | $87.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,650 | $87.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,729 | $92.0K | 0.00% | −10,764−86.2% | Reduced |
| Nisa Investment Advisors, LLC | 2,151 | $113.9K | 0.00% | −29−1.3% | Reduced |
| State of Wyoming | 2,321 | $122.9K | 0.01% | −249−9.7% | Reduced |
| Huntington National Bank | 2,521 | $133.5K | 0.00% | +293+13.2% | Added |
| DekaBank Deutsche Girozentrale | 3,040 | $161.0K | 0.00% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 3,237 | $171.4K | 0.00% | +3,237 | New |
| State of Alaska, Department of Revenue | 3,399 | $180.0K | 0.00% | +3,399 | New |
| Advisor Group Holdings, Inc. | 2,916 | $180.7K | 0.00% | +589+25.3% | Added |
| Tower Research Capital LLC (TRC) | 3,451 | $182.8K | 0.01% | −2,065−37.4% | Reduced |
| Principal Financial Group Inc | 3,783 | $200.3K | 0.00% | +55+1.5% | Added |
| Xponance, Inc. | 3,882 | $205.6K | 0.00% | −196−4.8% | Reduced |
| Kavar Capital Partners Group, LLC | 4,015 | $212.6K | 0.03% | −90−2.2% | Reduced |
| Ethic Inc. | 4,050 | $214.5K | 0.00% | +283+7.5% | Added |
| Meritage Portfolio Management | 4,110 | $217.7K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,128 | $218.6K | 0.01% | −1,225−22.9% | Reduced |
| Boothbay Fund Management, LLC | 4,261 | $225.7K | 0.01% | +4,261 | New |
| Bayesian Capital Management, LP | 4,357 | $230.7K | 0.05% | +4,357 | New |
| CBIZ Investment Advisory Services, LLC | 4,438 | $235.0K | 0.01% | 00.0% | Unchanged |
| Colony Group, LLC | 4,468 | $235.8K | 0.00% | +4,468 | New |
| State of Wisconsin Investment Board | 4,475 | $237.0K | 0.00% | −342−7.1% | Reduced |
| Next Capital Management LLC | 4,500 | $238.3K | 0.08% | −6,500−59.1% | Reduced |
| Captrust Financial Advisors | 4,627 | $245.0K | 0.00% | −3,734−44.7% | Reduced |
| Mayflower Financial Advisors, LLC | 4,663 | $247.0K | 0.03% | −1,000−17.7% | Reduced |
| The PNC Financial Services Group, Inc. | 4,798 | $254.1K | 0.00% | +227+5.0% | Added |
| HRT Financial LP | 4,940 | $261.0K | 0.00% | +4,940 | New |
| Fifth Third Bancorp | 5,074 | $268.7K | 0.00% | +335+7.1% | Added |
| Ifrah Financial Services, Inc. | 5,153 | $272.9K | 0.07% | −43−0.8% | Reduced |
| CIBC Bancorp USA Inc. | 5,268 | $279.0K | 0.00% | +5,268 | New |
| Optimize Financial Inc | 5,296 | $280.5K | 0.15% | +5,296 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 5,519 | $292.3K | 0.00% | −16,049−74.4% | Reduced |
| Fiduciary Trust Co | 5,520 | $292.3K | 0.00% | +640+13.1% | Added |
| Axq Capital, LP | 5,556 | $294.2K | 0.11% | +5,556 | New |
| Neuberger Berman Group LLC | 5,580 | $295.5K | 0.00% | −103,948−94.9% | Reduced |
| CI Private Wealth, LLC | 5,958 | $315.5K | 0.00% | −3,789−38.9% | Reduced |
| Cetera Investment Advisers | 6,013 | $318.4K | 0.00% | +6,013 | New |
| Franklin Resources Inc | 6,302 | $333.8K | 0.00% | −102,820−94.2% | Reduced |
| Prudential Financial Inc | 6,367 | $337.2K | 0.00% | −270−4.1% | Reduced |
| Teacher Retirement System of Texas | 6,388 | $338.3K | 0.00% | −1,370−17.7% | Reduced |
| Country Club Bank | 6,294 | $338.7K | 0.02% | 00.0% | Unchanged |
| AQR Capital Management LLC | 6,665 | $353.0K | 0.00% | −1,572−19.1% | Reduced |
| XTX Topco Ltd | 6,719 | $355.8K | 0.02% | +6,719 | New |