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, Q4 2025
Institutional positions in CBIZ, Inc. as of Dec 31, 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
- 265
- +8 vs. Q3 2025
- Shares held
- 54.2M
- +6.33M (+13.2%) vs. Q3 2025
- Total value
- $2.73B
- +$197.8M (+7.8%) vs. Q3 2025
- New holders
- 44
- 81 more added
- Sold out
- 36
- 103 more reduced
5 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding CBIZ, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 7,132,907 | $359.9M | 0.02% | +4,110,627+136.0% | Added |
| Vanguard Group Inc | 4,837,727 | $244.1M | 0.00% | −50,796−1.0% | Reduced |
| BlackRock, Inc. | 3,598,287 | $181.5M | 0.00% | +57,485+1.6% | Added |
| Morgan Stanley | 3,251,355 | $164.0M | 0.01% | −149,742−4.4% | Reduced |
| 22C Capital LLC | 3,202,267 | $161.6M | 100.00% | +3,202,267 | New |
| Capital Research Global Investors | 2,914,541 | $147.0M | 0.03% | −6,785−0.2% | Reduced |
| Bank of Montreal | 2,251,649 | $113.6M | 0.05% | +2,251,649 | New |
| P2 Capital Partners, LLC | 1,773,391 | $89.5M | 22.92% | +57,066+3.3% | Added |
| Durable Capital Partners LP | 1,631,969 | $82.3M | 0.78% | −2,293,098−58.4% | Reduced |
| State Street Corp | 1,148,890 | $58.0M | 0.00% | −6,043−0.5% | Reduced |
| Geode Capital Management, LLC | 1,145,556 | $57.8M | 0.00% | −4,079−0.4% | Reduced |
| BloombergSen Inc. | 1,028,295 | $51.9M | 5.48% | −79,555−7.2% | Reduced |
| Sunriver Management LLC | 989,349 | $49.9M | 5.23% | +392,587+65.8% | Added |
| Allspring Global Investments Holdings, LLC | 977,046 | $49.6M | 0.08% | +155,563+18.9% | Added |
| Capital World Investors | 919,902 | $46.4M | 0.01% | −3800.0% | Reduced |
| Northern Trust Corp | 910,742 | $45.9M | 0.01% | −23,074−2.5% | Reduced |
| Janus Henderson Group PLC | 910,713 | $45.9M | 0.02% | −37,931−4.0% | Reduced |
| Silvercrest Asset Management Group LLC | 874,553 | $44.1M | 0.30% | −51,693−5.6% | Reduced |
| GW&K Investment Management, LLC | 779,033 | $39.3M | 0.34% | +21,603+2.9% | Added |
| SG Americas Securities, LLC | 706,709 | $35.7M | 0.05% | +706,709 | New |
| Royce & Associates LP | 659,140 | $33.3M | 0.34% | +524,438+389.3% | Added |
| Goldman Sachs Group Inc | 635,434 | $32.1M | 0.00% | +327,053+106.1% | Added |
| Premier Fund Managers Ltd | 614,524 | $31.5M | 1.82% | −200,347−24.6% | Reduced |
| Dimensional Fund Advisors LP | 589,683 | $29.8M | 0.01% | −24,549−4.0% | Reduced |
| Handelsbanken Fonder AB | 562,000 | $28.4M | 0.09% | −185,000−24.8% | Reduced |
| Charles Schwab Investment Management Inc | 535,293 | $27.0M | 0.00% | +10,471+2.0% | Added |
| Fenimore Asset Management Inc | 452,592 | $22.8M | 0.48% | −2,752−0.6% | Reduced |
| Bank of America Corp | 442,142 | $22.3M | 0.00% | +589+0.1% | Added |
| Wellington Management Group LLP | 440,510 | $22.2M | 0.00% | +77,583+21.4% | Added |
| Waters Parkerson & Co., LLC | 437,246 | $22.1M | 1.08% | +22,768+5.5% | Added |
| Geneva Capital Management LLC | 399,627 | $20.2M | 0.38% | −33,255−7.7% | Reduced |
| Royal Bank of Canada | 348,798 | $17.6M | 0.00% | −220,972−38.8% | Reduced |
| Citadel Advisors LLC | 307,705 | $15.5M | 0.01% | −315,355−50.6% | Reduced |
| Granite Investment Partners, LLC | 302,969 | $15.3M | 0.91% | +6,792+2.3% | Added |
| Montrusco Bolton Investments Inc. | 295,121 | $14.9M | 0.19% | +18,300+6.6% | Added |
| WCM Investment Management, LLC | 274,630 | $14.1M | 0.03% | −4,325−1.6% | Reduced |
| Summit Creek Advisors LLC | 264,180 | $13.3M | 2.10% | −20,105−7.1% | Reduced |
| Deutsche Bank AG | 251,624 | $12.7M | 0.00% | +9,866+4.1% | Added |
| Nomura Asset Management International Inc. | 228,952 | $11.6M | 0.02% | +228,952 | New |
| Basswood Capital Management, L.L.C. | 183,591 | $9.26M | 0.41% | −7,472−3.9% | Reduced |
| Russell Investments Group, Ltd. | 166,975 | $8.42M | 0.01% | +105,310+170.8% | Added |
| Public Employees Retirement Association of Colorado | 157,838 | $7.96M | 0.03% | −71,000−31.0% | Reduced |
| Blair William & Co | 149,356 | $7.54M | 0.02% | −203,356−57.7% | Reduced |
| Bank of New York Mellon Corp | 141,573 | $7.14M | 0.00% | −15,203−9.7% | Reduced |
| Public Employees Retirement System of Ohio | 139,607 | $7.04M | 0.02% | +6,223+4.7% | Added |
| First Manhattan Co | 138,220 | $6.97M | 0.02% | 00.0% | Unchanged |
| Nuveen, LLC | 113,340 | $5.72M | 0.00% | −2,344−2.0% | Reduced |
| UBS Asset Management Americas Inc | 111,677 | $5.63M | 0.00% | +8,283+8.0% | Added |
| Stifel Financial Corp | 104,259 | $5.26M | 0.00% | +86,288+480.2% | Added |
| Neumeier Poma Investment Counsel LLC | 101,585 | $5.12M | 0.42% | −1,450−1.4% | Reduced |
| ExodusPoint Capital Management, LP | 99,301 | $5.01M | 0.06% | +70,255+241.9% | Added |
| Mawer Investment Management Ltd. | 97,223 | $4.90M | 0.03% | −30,731−24.0% | Reduced |
| Swiss National Bank | 95,800 | $4.83M | 0.00% | +900+0.9% | Added |
| Barclays PLC | 94,163 | $4.75M | 0.00% | +4,066+4.5% | Added |
| Bridge City Capital, LLC | 90,689 | $4.58M | 1.34% | −10,702−10.6% | Reduced |
| Invesco Ltd. | 90,578 | $4.57M | 0.00% | −490,154−84.4% | Reduced |
| New York State Common Retirement Fund | 86,273 | $4.35M | 0.01% | +7,247+9.2% | Added |
| UBS Group AG | 77,042 | $3.89M | 0.00% | +672+0.9% | Added |
| Campbell & CO Investment Adviser LLC | 76,173 | $3.84M | 0.18% | +53,429+234.9% | Added |
| Wells Fargo & Company | 71,128 | $3.59M | 0.00% | +21,735+44.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 63,483 | $3.41M | 0.00% | +7,200+12.8% | Added |
| Magnetar Financial LLC | 66,761 | $3.37M | 0.03% | +66,761 | New |
| Rhumbline Advisers | 64,641 | $3.26M | 0.00% | −10,248−13.7% | Reduced |
| Susquehanna International Group, LLP | 62,146 | $3.14M | 0.00% | +1,040+1.7% | Added |
| Woodard & Co Asset Management Group Inc | 57,645 | $2.91M | 0.46% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 53,921 | $2.72M | 0.00% | −50.0% | Reduced |
| XTX Topco Ltd | 53,361 | $2.69M | 0.07% | +46,642+694.2% | Added |
| King Luther Capital Management Corp | 52,947 | $2.67M | 0.01% | −15,474−22.6% | Reduced |
| JPMorgan Chase & Co | 51,652 | $2.61M | 0.00% | −471,248−90.1% | Reduced |
| Legal & General Group Plc | 51,352 | $2.59M | 0.00% | −4,164−7.5% | Reduced |
| Qube Research & Technologies Ltd | 50,903 | $2.57M | 0.00% | −51,790−50.4% | Reduced |
| Chatham Capital Group, Inc. | 50,877 | $2.57M | 0.37% | +250+0.5% | Added |
| Price T Rowe Associates Inc | 48,606 | $2.45M | 0.00% | +2,733+6.0% | Added |
| Teachers Retirement System of the State of Kentucky | 48,401 | $2.44M | 0.02% | +4,285+9.7% | Added |
| California State Teachers Retirement System | 46,325 | $2.34M | 0.00% | −2,545−5.2% | Reduced |
| Taylor Frigon Capital Management LLC | 45,042 | $2.27M | 1.15% | −554−1.2% | Reduced |
| Pacific Capital Partners Ltd | 43,750 | $2.21M | 2.34% | −58,750−57.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 43,074 | $2.17M | 0.03% | +43,074 | New |
| Mount Yale Investment Advisors, LLC | 43,074 | $2.17M | 0.10% | +43,074 | New |
| State of New Jersey Common Pension Fund D | 43,051 | $2.17M | 0.01% | +10,175+30.9% | Added |
| Private Advisor Group, LLC | 42,570 | $2.15M | 0.01% | −191−0.4% | Reduced |
| Envestnet Asset Management Inc | 39,933 | $2.01M | 0.00% | −44,313−52.6% | Reduced |
| Great Lakes Advisors, LLC | 39,432 | $1.99M | 0.02% | +1,079+2.8% | Added |
| Marshall Wace, LLP | 39,093 | $1.97M | 0.00% | −5,930−13.2% | Reduced |
| Holocene Advisors, LP | 37,785 | $1.91M | 0.00% | +7,383+24.3% | Added |
| LPL Financial LLC | 37,722 | $1.90M | 0.00% | −3,949−9.5% | Reduced |
| D. E. Shaw & Co., Inc. | 36,841 | $1.86M | 0.00% | +36,841 | New |
| Roundview Capital LLC | 36,377 | $1.84M | 0.11% | −10,300−22.1% | Reduced |
| SEI Investments Co | 35,944 | $1.81M | 0.00% | +5,084+16.5% | Added |
| Voloridge Investment Management, LLC | 35,584 | $1.80M | 0.01% | −3,739−9.5% | Reduced |
| CenterBook Partners LP | 31,849 | $1.61M | 0.08% | −66,557−67.6% | Reduced |
| Millennium Management LLC | 31,605 | $1.59M | 0.00% | −70,101−68.9% | Reduced |
| HighTower Advisors, LLC | 31,122 | $1.57M | 0.00% | −765−2.4% | Reduced |
| Jane Street Group, LLC | 29,677 | $1.50M | 0.00% | −192,291−86.6% | Reduced |
| Numerai GP LLC | 28,647 | $1.45M | 0.17% | +28,647 | New |
| MetLife Investment Management | 27,788 | $1.40M | 0.01% | −949−3.3% | Reduced |
| Creative Planning | 27,672 | $1.40M | 0.00% | +8,871+47.2% | Added |
| Twinbeech Capital LP | 27,466 | $1.39M | 0.10% | +27,466 | New |
| Quantinno Capital Management LP | 27,185 | $1.37M | 0.00% | +16,692+159.1% | Added |
| Verition Fund Management LLC | 26,645 | $1.34M | 0.01% | −22,005−45.2% | Reduced |