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 |
|---|---|---|---|---|---|
| State of Wyoming | 2,321 | $122.9K | 0.01% | −249−9.7% | Reduced |
| Nisa Investment Advisors, LLC | 2,151 | $113.9K | 0.00% | −29−1.3% | Reduced |
| CWM, LLC | 1,729 | $92.0K | 0.00% | −10,764−86.2% | Reduced |
| Trust Co of Vermont | 1,650 | $87.4K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,640 | $87.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,611 | $85.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,264 | $66.9K | 0.00% | −284−18.3% | Reduced |
| Quest Partners LLC | 1,181 | $62.5K | 0.00% | +1,164+6,847.1% | Added |
| Johnson Financial Group, Inc. | 1,005 | $53.2K | 0.00% | +1,005 | New |
| Vestcor Inc | 971 | $51.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 931 | $49.3K | 0.00% | −7−0.7% | Reduced |
| Signaturefd, LLC | 917 | $48.6K | 0.00% | −108−10.5% | Reduced |
| Fortis Group Advisors, LLC | 875 | $46.3K | 0.01% | 00.0% | Unchanged |
| Danske Bank A/S | 800 | $42.4K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 793 | $42.0K | 0.00% | +71+9.8% | Added |
| Caitong International Asset Management Co., Ltd | 559 | $29.6K | 0.02% | +442+377.8% | Added |
| Ancora Advisors, LLC | 500 | $26.5K | 0.00% | 00.0% | Unchanged |
| Trust Co | 500 | $26.5K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 494 | $26.0K | 0.00% | +6+1.2% | Added |
| Whittier Trust Co | 442 | $25.1K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 446 | $24.0K | 0.00% | −37−7.7% | Reduced |
| Smartleaf Asset Management LLC | 429 | $23.1K | 0.00% | +315+276.3% | Added |
| SRS Capital Advisors, Inc. | 393 | $20.8K | 0.00% | +333+555.0% | Added |
| Optiver Holding B.V. | 336 | $17.8K | 0.00% | −70−17.2% | Reduced |
| MAI Capital Management | 329 | $17.4K | 0.00% | −5−1.5% | Reduced |
| GAMMA Investing LLC | 322 | $17.1K | 0.00% | +118+57.8% | Added |
| Mather Group, LLC. | 285 | $15.1K | 0.00% | +285 | New |
| Rockefeller Capital Management L.P. | 282 | $14.9K | 0.00% | +282 | New |
| AdvisorNet Financial, Inc | 240 | $12.7K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 195 | $10.0K | 0.00% | −447,649−100.0% | Reduced |
| Central Trust Co | 174 | $9.22K | 0.00% | −98−36.0% | Reduced |
| Quadrant Capital Group LLC | 172 | $9.11K | 0.00% | +172 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 144 | $7.63K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 142 | $7.52K | 0.00% | −60−29.7% | Reduced |
| Rise Advisors, LLC | 130 | $6.88K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 117 | $6.20K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 104 | $6.00K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 104 | $5.51K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 103 | $5.46K | 0.00% | −1−1.0% | Reduced |
| Farther Finance Advisors, LLC | 101 | $5.35K | 0.00% | +9+9.8% | Added |
| Advisory Services Network, LLC | 100 | $5.30K | 0.00% | +100 | New |
| CIBC Private Wealth Group, LLC | 93 | $4.92K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 87 | $4.61K | 0.00% | −8−8.4% | Reduced |
| WealthCollab, LLC | 61 | $3.23K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 61 | $3.23K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 46 | $2.44K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 44 | $2.33K | 0.00% | +44 | New |
| J.Safra Asset Management Corp | 39 | $2.06K | 0.00% | −117−75.0% | Reduced |
| Ronald Blue Trust, Inc. | 31 | $1.64K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 26 | $1.38K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 13 | $1.00K | 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 |
| Bell Investment Advisors, Inc | 11 | $583 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 10 | $530 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $323 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $265 | 0.00% | −55−91.7% | Reduced |
| JPL Wealth Management, LLC | 5 | $265 | 0.00% | +5 | New |
| Allworth Financial LP | 4 | $212 | 0.00% | −3−42.9% | Reduced |
| SJS Investment Consulting Inc. | 3 | $159 | 0.00% | −2−40.0% | Reduced |
| Root Financial Partners, LLC | 2 | $106 | 0.00% | +2 | New |
| Covestor Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −561,381−100.0% | Sold out |
| Falcon Edge Capital, LP | 0 | $0 | 0.00% | −232,021−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −200,835−100.0% | Sold out |
| Ananym Capital Management, LP | 0 | $0 | 0.00% | −102,750−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −91,800−100.0% | Sold out |
| Argent Capital Management LLC | 0 | $0 | 0.00% | −89,666−100.0% | Sold out |
| Bank Julius Baer & Co. Ltd, Zurich | 0 | $0 | 0.00% | −62,974−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −60,315−100.0% | Sold out |
| Rice Hall James & Associates, LLC | 0 | $0 | 0.00% | −39,236−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −35,199−100.0% | Sold out |
| Millington Financial Advisors, LLC | 0 | $0 | 0.00% | −30,564−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −18,807−100.0% | Sold out |
| Whetstone Capital Advisors, LLC | 0 | $0 | 0.00% | −11,385−100.0% | Sold out |
| Laurus Investment Counsel Inc. | 0 | $0 | 0.00% | −7,820−100.0% | Sold out |
| HMS Capital Management, LLC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −5,902−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −5,552−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −4,969−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −4,623−100.0% | Sold out |
| Vista Finance, LLC | 0 | $0 | 0.00% | −3,856−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −3,492−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −3,301−100.0% | Sold out |
| Compass Ion Advisors, LLC | 0 | $0 | 0.00% | −3,297−100.0% | Sold out |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,197−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −3,177−100.0% | Sold out |
| Pinnacle Financial Partners Inc | 0 | $0 | 0.00% | −3,142−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −3,116−100.0% | Sold out |
| Chicago Trust Co NA | 0 | $0 | 0.00% | −3,052−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −3,020−100.0% | Sold out |
| Cross Staff Investments Inc | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| First Financial Bankshares Inc | 0 | $0 | 0.00% | −2,923−100.0% | Sold out |
| Advisors Capital Management, LLC | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −1,850−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −960−100.0% | Sold out |
| NBT Bank N A | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Clark Wealth Partners | 0 | $0 | 0.00% | −590−100.0% | Sold out |