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 |
|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 6,966 | $368.9K | 0.00% | −230−3.2% | Reduced |
| Pictet Asset Management Holding SA | 7,069 | $374.4K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 7,509 | $397.7K | 0.00% | −7,570−50.2% | Reduced |
| Commerce Bank | 7,706 | $408.1K | 0.00% | −415−5.1% | Reduced |
| Yarbrough Capital, LLC | 7,745 | $410.2K | 0.01% | −6,601−46.0% | Reduced |
| Mariner, LLC | 7,814 | $413.8K | 0.00% | −4,755−37.8% | Reduced |
| Bridgefront Capital, LLC | 7,900 | $418.4K | 0.12% | +3,933+99.1% | Added |
| Glenmede Investment Management, LP | 8,111 | $429.6K | 0.00% | +796+10.9% | Added |
| ProShare Advisors LLC | 8,450 | $447.5K | 0.00% | −2,302−21.4% | Reduced |
| CWM Advisors, LLC | 8,587 | $454.8K | 0.04% | +3,132+57.4% | Added |
| Dodds Wealth, LLC | 8,742 | $463.0K | 0.11% | 00.0% | Unchanged |
| Helium Advisors LLC | 8,800 | $466.0K | 0.39% | +3,300+60.0% | Added |
| Valtinson Bruner Financial Planning LLC | 8,868 | $469.6K | 0.14% | 00.0% | Unchanged |
| Raymond James Financial Inc | 9,081 | $480.9K | 0.00% | +7,236+392.2% | Added |
| Voya Investment Management LLC | 9,163 | $485.3K | 0.00% | −5,150−36.0% | Reduced |
| Comerica Bank | 9,414 | $498.5K | 0.00% | −276−2.8% | Reduced |
| Entropy Technologies, LP | 9,446 | $500.3K | 0.04% | +9,446 | New |
| Cynosure Management, LLC | 9,729 | $515.2K | 0.06% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 9,750 | $516.4K | 0.00% | +3,836+64.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,930 | $525.9K | 0.00% | +772+8.4% | Added |
| Freestone Grove Partners LP | 9,941 | $526.5K | 0.00% | +6,003+152.4% | Added |
| RBF Capital, LLC | 10,000 | $529.6K | 0.02% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 10,121 | $536.0K | 0.04% | +10,121 | New |
| BNP Paribas Arbitrage, SA | 10,483 | $555.2K | 0.00% | +4,783+83.9% | Added |
| Quantinno Capital Management LP | 10,493 | $555.7K | 0.00% | +4,119+64.6% | Added |
| KLP Kapitalforvaltning AS | 10,700 | $566.7K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 11,107 | $588.2K | 0.00% | +11,107 | New |
| Truist Financial Corp | 11,380 | $602.7K | 0.00% | +345+3.1% | Added |
| Cannon Global Investment Management, LLC | 12,000 | $635.5K | 1.60% | +5,500+84.6% | Added |
| CAPROCK Group, Inc. | 9,970 | $643.5K | 0.02% | +9,970 | New |
| Apexium Financial, LP | 12,366 | $654.9K | 0.03% | −880−6.6% | Reduced |
| Ensign Peak Advisors, Inc | 12,998 | $688.4K | 0.00% | −3,650−21.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 13,249 | $701.7K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 13,364 | $707.8K | 0.09% | +13,364 | New |
| State Board of Administration of Florida Retirement System | 13,619 | $721.3K | 0.00% | −29−0.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 13,922 | $737.3K | 0.01% | +2,086+17.6% | Added |
| Chicago Wealth Management, Inc. | 14,000 | $741.4K | 0.32% | 00.0% | Unchanged |
| Arizona State Retirement System | 14,487 | $767.2K | 0.00% | −499−3.3% | Reduced |
| Equitable Trust Co | 14,672 | $777.0K | 0.04% | +14,672 | New |
| Valeo Financial Advisors, LLC | 14,753 | $781.3K | 0.02% | +16+0.1% | Added |
| Callan Family Office, LLC | 14,950 | $791.8K | 0.03% | −618−4.0% | Reduced |
| William Blair Investment Management, LLC | 15,257 | $808.0K | 0.00% | −287,889−95.0% | Reduced |
| Letson Investment Management, Inc. | 16,020 | $848.4K | 0.30% | +16,020 | New |
| Schonfeld Strategic Advisors LLC | 16,805 | $890.0K | 0.01% | +16,805 | New |
| Pathstone Holdings, LLC | 17,000 | $900.3K | 0.00% | −12,055−41.5% | Reduced |
| JustInvest LLC | 17,496 | $926.6K | 0.01% | −497−2.8% | Reduced |
| Edgestream Partners, L.P. | 17,507 | $927.2K | 0.03% | +17,507 | New |
| Sterling Capital Management LLC | 17,960 | $951.2K | 0.01% | +5,014+38.7% | Added |
| Stifel Financial Corp | 17,971 | $951.7K | 0.00% | +542+3.1% | Added |
| Weiss Asset Management LP | 18,128 | $960.1K | 0.01% | +18,128 | New |
| Commonwealth Equity Services, LLC | 18,376 | $973.0K | 0.00% | −452−2.4% | Reduced |
| Creative Planning | 18,801 | $995.7K | 0.00% | −3,854−17.0% | Reduced |
| Citigroup Inc | 19,438 | $1.03M | 0.00% | −24,626−55.9% | Reduced |
| Legato Capital Management LLC | 20,116 | $1.07M | 0.12% | +3,878+23.9% | Added |
| Assenagon Asset Management S.A. | 21,600 | $1.14M | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 21,830 | $1.17M | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 22,264 | $1.18M | 0.06% | −3,308−12.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 22,744 | $1.20M | 0.09% | +22,744 | New |
| Schneider Downs Wealth Management Advisors, LP | 23,215 | $1.23M | 0.15% | −154−0.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 23,709 | $1.26M | 0.00% | −5,820−19.7% | Reduced |
| Capula Management Ltd | 23,744 | $1.26M | 0.01% | +23,744 | New |
| Manufacturers Life Insurance Company, The | 24,924 | $1.32M | 0.00% | −4,123−14.2% | Reduced |
| Kensington Investment Counsel, LLC | 26,671 | $1.41M | 0.58% | +7,386+38.3% | Added |
| Intech Investment Management LLC | 27,320 | $1.45M | 0.01% | +4,401+19.2% | Added |
| Quantbot Technologies LP | 28,445 | $1.51M | 0.04% | +28,445 | New |
| MetLife Investment Management | 28,737 | $1.52M | 0.01% | −2,500−8.0% | Reduced |
| ExodusPoint Capital Management, LP | 29,046 | $1.54M | 0.02% | +29,046 | New |
| Engineers Gate Manager LP | 29,077 | $1.54M | 0.02% | +29,077 | New |
| Brevan Howard Capital Management LP | 29,418 | $1.56M | 0.02% | +29,418 | New |
| Cerity Partners LLC | 29,608 | $1.57M | 0.00% | +18,585+168.6% | Added |
| Holocene Advisors, LP | 30,402 | $1.61M | 0.00% | +24,825+445.1% | Added |
| SEI Investments Co | 30,860 | $1.63M | 0.00% | +3,177+11.5% | Added |
| Two Sigma Advisers, LP | 30,923 | $1.64M | 0.00% | −12,000−28.0% | Reduced |
| Victory Capital Management Inc | 31,536 | $1.67M | 0.00% | −10,142−24.3% | Reduced |
| HighTower Advisors, LLC | 31,887 | $1.69M | 0.00% | +64+0.2% | Added |
| State of New Jersey Common Pension Fund D | 32,876 | $1.74M | 0.01% | +6,808+26.1% | Added |
| Great Lakes Advisors, LLC | 38,353 | $2.03M | 0.02% | −4,935−11.4% | Reduced |
| Voloridge Investment Management, LLC | 39,323 | $2.08M | 0.01% | +12,302+45.5% | Added |
| LPL Financial LLC | 41,671 | $2.21M | 0.00% | −5,071−10.8% | Reduced |
| Private Advisor Group, LLC | 42,761 | $2.26M | 0.01% | +40.0% | Added |
| Teachers Retirement System of the State of Kentucky | 44,116 | $2.34M | 0.02% | +9,516+27.5% | Added |
| Marshall Wace, LLP | 45,023 | $2.38M | 0.00% | −66,988−59.8% | Reduced |
| Taylor Frigon Capital Management LLC | 45,596 | $2.41M | 1.20% | +15,787+53.0% | Added |
| Price T Rowe Associates Inc | 45,873 | $2.43M | 0.00% | −363,392−88.8% | Reduced |
| Roundview Capital LLC | 46,677 | $2.47M | 0.16% | −650−1.4% | Reduced |
| Verition Fund Management LLC | 48,650 | $2.58M | 0.01% | +41,533+583.6% | Added |
| Ameriprise Financial Inc | 48,819 | $2.59M | 0.00% | −95,471−66.2% | Reduced |
| California State Teachers Retirement System | 48,870 | $2.59M | 0.00% | +30.0% | Added |
| Wells Fargo & Company | 49,393 | $2.62M | 0.00% | +3,109+6.7% | Added |
| Chatham Capital Group, Inc. | 50,627 | $2.68M | 0.39% | −2,420−4.6% | Reduced |
| Alliancebernstein L.P. | 53,926 | $2.86M | 0.00% | −120.0% | Reduced |
| Legal & General Group Plc | 55,516 | $2.94M | 0.00% | −3,720−6.3% | Reduced |
| Woodard & Co Asset Management Group Inc | 57,645 | $3.05M | 0.50% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 56,283 | $3.14M | 0.00% | +2,964+5.6% | Added |
| Susquehanna International Group, LLP | 61,106 | $3.24M | 0.00% | −63,159−50.8% | Reduced |
| Russell Investments Group, Ltd. | 61,665 | $3.27M | 0.00% | −13,023−17.4% | Reduced |
| King Luther Capital Management Corp | 68,421 | $3.62M | 0.01% | −11,780−14.7% | Reduced |
| Bancreek Capital Management, LP | 71,505 | $3.79M | 7.95% | −5,564−7.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 73,539 | $3.89M | 0.09% | +73,539 | New |
| Rhumbline Advisers | 74,889 | $3.97M | 0.00% | −5,932−7.3% | Reduced |