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 |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 24,924 | $1.32M | 0.00% | −4,123−14.2% | Reduced |
| Capula Management Ltd | 23,744 | $1.26M | 0.01% | +23,744 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 23,709 | $1.26M | 0.00% | −5,820−19.7% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 23,215 | $1.23M | 0.15% | −154−0.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 22,744 | $1.20M | 0.09% | +22,744 | New |
| Zions Bancorporation, National Association | 22,264 | $1.18M | 0.06% | −3,308−12.9% | Reduced |
| Great West Life Assurance Co | 21,830 | $1.17M | 0.00% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 21,600 | $1.14M | 0.00% | 00.0% | Unchanged |
| Legato Capital Management LLC | 20,116 | $1.07M | 0.12% | +3,878+23.9% | Added |
| Citigroup Inc | 19,438 | $1.03M | 0.00% | −24,626−55.9% | Reduced |
| Creative Planning | 18,801 | $995.7K | 0.00% | −3,854−17.0% | Reduced |
| Commonwealth Equity Services, LLC | 18,376 | $973.0K | 0.00% | −452−2.4% | Reduced |
| Weiss Asset Management LP | 18,128 | $960.1K | 0.01% | +18,128 | New |
| Stifel Financial Corp | 17,971 | $951.7K | 0.00% | +542+3.1% | Added |
| Sterling Capital Management LLC | 17,960 | $951.2K | 0.01% | +5,014+38.7% | Added |
| Edgestream Partners, L.P. | 17,507 | $927.2K | 0.03% | +17,507 | New |
| JustInvest LLC | 17,496 | $926.6K | 0.01% | −497−2.8% | Reduced |
| Pathstone Holdings, LLC | 17,000 | $900.3K | 0.00% | −12,055−41.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 16,805 | $890.0K | 0.01% | +16,805 | New |
| Letson Investment Management, Inc. | 16,020 | $848.4K | 0.30% | +16,020 | New |
| William Blair Investment Management, LLC | 15,257 | $808.0K | 0.00% | −287,889−95.0% | Reduced |
| Callan Family Office, LLC | 14,950 | $791.8K | 0.03% | −618−4.0% | Reduced |
| Valeo Financial Advisors, LLC | 14,753 | $781.3K | 0.02% | +16+0.1% | Added |
| Equitable Trust Co | 14,672 | $777.0K | 0.04% | +14,672 | New |
| Arizona State Retirement System | 14,487 | $767.2K | 0.00% | −499−3.3% | Reduced |
| Chicago Wealth Management, Inc. | 14,000 | $741.4K | 0.32% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 13,922 | $737.3K | 0.01% | +2,086+17.6% | Added |
| State Board of Administration of Florida Retirement System | 13,619 | $721.3K | 0.00% | −29−0.2% | Reduced |
| Occudo Quantitative Strategies LP | 13,364 | $707.8K | 0.09% | +13,364 | New |
| Northwestern Mutual Wealth Management Co | 13,249 | $701.7K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 12,998 | $688.4K | 0.00% | −3,650−21.9% | Reduced |
| Apexium Financial, LP | 12,366 | $654.9K | 0.03% | −880−6.6% | Reduced |
| CAPROCK Group, Inc. | 9,970 | $643.5K | 0.02% | +9,970 | New |
| Cannon Global Investment Management, LLC | 12,000 | $635.5K | 1.60% | +5,500+84.6% | Added |
| Truist Financial Corp | 11,380 | $602.7K | 0.00% | +345+3.1% | Added |
| First Trust Advisors LP | 11,107 | $588.2K | 0.00% | +11,107 | New |
| KLP Kapitalforvaltning AS | 10,700 | $566.7K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 10,493 | $555.7K | 0.00% | +4,119+64.6% | Added |
| BNP Paribas Arbitrage, SA | 10,483 | $555.2K | 0.00% | +4,783+83.9% | Added |
| Gsa Capital Partners LLP | 10,121 | $536.0K | 0.04% | +10,121 | New |
| RBF Capital, LLC | 10,000 | $529.6K | 0.02% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 9,941 | $526.5K | 0.00% | +6,003+152.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,930 | $525.9K | 0.00% | +772+8.4% | Added |
| Gotham Asset Management, LLC | 9,750 | $516.4K | 0.00% | +3,836+64.9% | Added |
| Cynosure Management, LLC | 9,729 | $515.2K | 0.06% | 00.0% | Unchanged |
| Entropy Technologies, LP | 9,446 | $500.3K | 0.04% | +9,446 | New |
| Comerica Bank | 9,414 | $498.5K | 0.00% | −276−2.8% | Reduced |
| Voya Investment Management LLC | 9,163 | $485.3K | 0.00% | −5,150−36.0% | Reduced |
| Raymond James Financial Inc | 9,081 | $480.9K | 0.00% | +7,236+392.2% | Added |
| Valtinson Bruner Financial Planning LLC | 8,868 | $469.6K | 0.14% | 00.0% | Unchanged |
| Helium Advisors LLC | 8,800 | $466.0K | 0.39% | +3,300+60.0% | Added |
| Dodds Wealth, LLC | 8,742 | $463.0K | 0.11% | 00.0% | Unchanged |
| CWM Advisors, LLC | 8,587 | $454.8K | 0.04% | +3,132+57.4% | Added |
| ProShare Advisors LLC | 8,450 | $447.5K | 0.00% | −2,302−21.4% | Reduced |
| Glenmede Investment Management, LP | 8,111 | $429.6K | 0.00% | +796+10.9% | Added |
| Bridgefront Capital, LLC | 7,900 | $418.4K | 0.12% | +3,933+99.1% | Added |
| Mariner, LLC | 7,814 | $413.8K | 0.00% | −4,755−37.8% | Reduced |
| Yarbrough Capital, LLC | 7,745 | $410.2K | 0.01% | −6,601−46.0% | Reduced |
| Commerce Bank | 7,706 | $408.1K | 0.00% | −415−5.1% | Reduced |
| Kestra Advisory Services, LLC | 7,509 | $397.7K | 0.00% | −7,570−50.2% | Reduced |
| Pictet Asset Management Holding SA | 7,069 | $374.4K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 6,966 | $368.9K | 0.00% | −230−3.2% | Reduced |
| XTX Topco Ltd | 6,719 | $355.8K | 0.02% | +6,719 | New |
| AQR Capital Management LLC | 6,665 | $353.0K | 0.00% | −1,572−19.1% | Reduced |
| Country Club Bank | 6,294 | $338.7K | 0.02% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 6,388 | $338.3K | 0.00% | −1,370−17.7% | Reduced |
| Prudential Financial Inc | 6,367 | $337.2K | 0.00% | −270−4.1% | Reduced |
| Franklin Resources Inc | 6,302 | $333.8K | 0.00% | −102,820−94.2% | Reduced |
| Cetera Investment Advisers | 6,013 | $318.4K | 0.00% | +6,013 | New |
| CI Private Wealth, LLC | 5,958 | $315.5K | 0.00% | −3,789−38.9% | Reduced |
| Neuberger Berman Group LLC | 5,580 | $295.5K | 0.00% | −103,948−94.9% | Reduced |
| Axq Capital, LP | 5,556 | $294.2K | 0.11% | +5,556 | New |
| Fiduciary Trust Co | 5,520 | $292.3K | 0.00% | +640+13.1% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 5,519 | $292.3K | 0.00% | −16,049−74.4% | Reduced |
| Optimize Financial Inc | 5,296 | $280.5K | 0.15% | +5,296 | New |
| CIBC Bancorp USA Inc. | 5,268 | $279.0K | 0.00% | +5,268 | New |
| Ifrah Financial Services, Inc. | 5,153 | $272.9K | 0.07% | −43−0.8% | Reduced |
| Fifth Third Bancorp | 5,074 | $268.7K | 0.00% | +335+7.1% | Added |
| HRT Financial LP | 4,940 | $261.0K | 0.00% | +4,940 | New |
| The PNC Financial Services Group, Inc. | 4,798 | $254.1K | 0.00% | +227+5.0% | Added |
| Mayflower Financial Advisors, LLC | 4,663 | $247.0K | 0.03% | −1,000−17.7% | Reduced |
| Captrust Financial Advisors | 4,627 | $245.0K | 0.00% | −3,734−44.7% | Reduced |
| Next Capital Management LLC | 4,500 | $238.3K | 0.08% | −6,500−59.1% | Reduced |
| State of Wisconsin Investment Board | 4,475 | $237.0K | 0.00% | −342−7.1% | Reduced |
| Colony Group, LLC | 4,468 | $235.8K | 0.00% | +4,468 | New |
| CBIZ Investment Advisory Services, LLC | 4,438 | $235.0K | 0.01% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 4,357 | $230.7K | 0.05% | +4,357 | New |
| Boothbay Fund Management, LLC | 4,261 | $225.7K | 0.01% | +4,261 | New |
| Ameritas Investment Partners, Inc. | 4,128 | $218.6K | 0.01% | −1,225−22.9% | Reduced |
| Meritage Portfolio Management | 4,110 | $217.7K | 0.01% | 00.0% | Unchanged |
| Ethic Inc. | 4,050 | $214.5K | 0.00% | +283+7.5% | Added |
| Kavar Capital Partners Group, LLC | 4,015 | $212.6K | 0.03% | −90−2.2% | Reduced |
| Xponance, Inc. | 3,882 | $205.6K | 0.00% | −196−4.8% | Reduced |
| Principal Financial Group Inc | 3,783 | $200.3K | 0.00% | +55+1.5% | Added |
| Tower Research Capital LLC (TRC) | 3,451 | $182.8K | 0.01% | −2,065−37.4% | Reduced |
| Advisor Group Holdings, Inc. | 2,916 | $180.7K | 0.00% | +589+25.3% | Added |
| State of Alaska, Department of Revenue | 3,399 | $180.0K | 0.00% | +3,399 | New |
| First Eagle Investment Management, LLC | 3,237 | $171.4K | 0.00% | +3,237 | New |
| DekaBank Deutsche Girozentrale | 3,040 | $161.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2,521 | $133.5K | 0.00% | +293+13.2% | Added |