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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.

Q4 2025 vs. Q3 2025

How the institutions holding CBIZ, Inc. changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of CBZ: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders2625265+8
Shares50.2M2.35M54.2M+6.33M (+13.2%)
Value$2.69B$151.2M$2.73B+$197.8M (+7.8%)

5 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (44)

Institutions that held CBIZ, Inc. at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to CBZ in Q4 2025
InstitutionSharesValue% of portfolio
22C Capital LLC3,202,267$161.6M100.00%
Bank of Montreal2,251,649$113.6M0.05%
SG Americas Securities, LLC706,709$35.7M0.05%
Nomura Asset Management International Inc.228,952$11.6M0.02%
Magnetar Financial LLC66,761$3.37M0.03%
Vestmark Advisory Solutions, Inc.43,074$2.17M0.03%
Mount Yale Investment Advisors, LLC43,074$2.17M0.10%
D. E. Shaw & Co., Inc.36,841$1.86M0.00%
Numerai GP LLC28,647$1.45M0.17%
Twinbeech Capital LP27,466$1.39M0.10%
Clearline Capital LP23,586$1.19M0.09%
Balyasny Asset Management LLC20,178$1.02M0.00%
Anchor Capital Advisors LLC19,632$990.4K0.03%
United Capital Financial Advisers, LLC13,334$672.7K0.00%
Fox Run Management, L.L.C.12,269$619.0K0.10%
Glenmede Trust Co NA8,569$432.3K0.00%
Dynamic Technology Lab Private Ltd8,465$427.0K0.10%
Prelude Capital Management, LLC8,198$413.6K0.03%
Jain Global LLC7,563$381.6K0.00%
First National Bank of Omaha5,966$306.0K0.01%
Invst, LLC5,829$294.1K0.03%
AlphaGrep UK Ltd4,916$248.0K0.08%
Laurel Oak Wealth Management, LLC4,217$212.7K0.04%
Kemnay Advisory Services Inc.1,400$70.6K0.01%
Neo Ivy Capital Management1,079$54.4K0.01%
Torren Management, LLC955$48.2K0.02%
Pinnacle Wealth Planning Services, Inc.654$33.0K0.00%
Keating Financial Advisory Services, Inc.500$25.2K0.00%
Simplex Trading, LLC353$17.8K0.00%
South State Corp.265$13.4K0.00%
Los Angeles Capital Management LLC220$11.6K0.00%
Global Retirement Partners, LLC206$10.4K0.00%
DV Trading LLC200$10.1K0.00%
Nvest Wealth Strategies, Inc.125$6.31K0.00%
Aster Capital Management (DIFC) Ltd94$4.74K0.00%
SageView Advisory Group, LLC80$4.04K0.00%
Kilter Group LLC38$1.92K0.00%
Parkside Financial Bank & Trust30$1.51K0.00%
Harbour Investments, Inc.25$1.26K0.00%
Bare Financial Services, Inc17$8580.00%
Essential Partners LLC8$4040.00%
Quarry LP6$3030.00%
Dunhill Financial, LLC1$550.00%
IFP Advisors, Inc1$500.00%

Sold out (36)

Institutions that held CBIZ, Inc. at the end of Q3 2025 and filed for Q4 2025 without it.

Not filed for Q4 2025 yet (5)

Institutions that held CBIZ, Inc. at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CBZ in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Burgundy Asset Management Ltd.2,315,606$149.4M
Apexium Financial, LP12,366$654.9K
Glenmede Investment Management, LP8,111$429.6K
Country Club Bank6,294$338.7K
CIBC Bancorp USA Inc.5,268$279.0K