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 | 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, 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 |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1 | $50 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 1 | $51 | 0.00% | −2−66.7% | Reduced |
| Dunhill Financial, LLC | 1 | $55 | 0.00% | +1 | New |
| Root Financial Partners, LLC | 2 | $101 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 4 | $202 | 0.00% | −1−20.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 5 | $252 | 0.00% | −554−99.1% | Reduced |
| Quarry LP | 6 | $303 | 0.00% | +6 | New |
| Essential Partners LLC | 8 | $404 | 0.00% | +8 | New |
| Allworth Financial LP | 9 | $455 | 0.00% | +5+125.0% | Added |
| JFS Wealth Advisors, LLC | 10 | $505 | 0.00% | −2−16.7% | Reduced |
| Financial Network Wealth Advisors LLC | 10 | $505 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 11 | $555 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 12 | $605 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 17 | $858 | 0.00% | +17 | New |
| Capital Advisors, Ltd. LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 22 | $1.11K | 0.00% | −4−15.4% | Reduced |
| Harbour Investments, Inc. | 25 | $1.26K | 0.00% | +25 | New |
| Parkside Financial Bank & Trust | 30 | $1.51K | 0.00% | +30 | New |
| Ronald Blue Trust, Inc. | 31 | $1.56K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 38 | $1.92K | 0.00% | +38 | New |
| WealthCollab, LLC | 45 | $2.27K | 0.00% | −16−26.2% | Reduced |
| Rothschild Investment LLC | 49 | $2.47K | 0.00% | +44+880.0% | Added |
| J.Safra Asset Management Corp | 50 | $2.52K | 0.00% | +11+28.2% | Added |
| Parallel Advisors, LLC | 61 | $3.08K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 80 | $4.04K | 0.00% | +80 | New |
| SBI Securities Co., Ltd. | 87 | $4.39K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 91 | $4.59K | 0.00% | −81−47.1% | Reduced |
| Farther Finance Advisors, LLC | 93 | $4.69K | 0.00% | −8−7.9% | Reduced |
| Aster Capital Management (DIFC) Ltd | 94 | $4.74K | 0.00% | +94 | New |
| Harbor Capital Advisors, Inc. | 102 | $5.00K | 0.00% | −2−1.9% | Reduced |
| CIBC Private Wealth Group, LLC | 123 | $6.21K | 0.00% | +30+32.3% | Added |
| Nvest Wealth Strategies, Inc. | 125 | $6.31K | 0.00% | +125 | New |
| Brown Brothers Harriman & Co | 136 | $6.86K | 0.00% | +19+16.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 144 | $7.32K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 174 | $8.78K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 197 | $9.94K | 0.00% | −596−75.2% | Reduced |
| Bessemer Group Inc | 195 | $10.0K | 0.00% | 00.0% | Unchanged |
| DV Trading LLC | 200 | $10.1K | 0.00% | +200 | New |
| Global Retirement Partners, LLC | 206 | $10.4K | 0.00% | +206 | New |
| Optiver Holding B.V. | 226 | $11.4K | 0.00% | −110−32.7% | Reduced |
| Los Angeles Capital Management LLC | 220 | $11.6K | 0.00% | +220 | New |
| AdvisorNet Financial, Inc | 240 | $12.1K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 265 | $13.4K | 0.00% | +265 | New |
| GAMMA Investing LLC | 288 | $14.5K | 0.00% | −34−10.6% | Reduced |
| SRS Capital Advisors, Inc. | 296 | $14.9K | 0.00% | −97−24.7% | Reduced |
| Simplex Trading, LLC | 353 | $17.8K | 0.00% | +353 | New |
| Jones Financial Companies LLLP | 367 | $18.5K | 0.00% | −127−25.7% | Reduced |
| Ancora Advisors, LLC | 500 | $25.2K | 0.00% | 00.0% | Unchanged |
| Trust Co | 500 | $25.2K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 500 | $25.2K | 0.00% | +500 | New |
| State of Wyoming | 508 | $25.6K | 0.00% | −1,813−78.1% | Reduced |
| Smartleaf Asset Management LLC | 565 | $29.0K | 0.00% | +136+31.7% | Added |
| Versant Capital Management, Inc | 610 | $30.8K | 0.00% | +507+492.2% | Added |
| Signaturefd, LLC | 617 | $31.1K | 0.00% | −300−32.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 638 | $32.0K | 0.00% | +192+43.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 654 | $33.0K | 0.00% | +654 | New |
| Rockefeller Capital Management L.P. | 668 | $33.7K | 0.00% | +386+136.9% | Added |
| Danske Bank A/S | 800 | $40.4K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 875 | $44.1K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 909 | $45.9K | 0.00% | −22−2.4% | Reduced |
| Torren Management, LLC | 955 | $48.2K | 0.02% | +955 | New |
| Vestcor Inc | 971 | $49.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,005 | $50.7K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 1,079 | $54.4K | 0.01% | +1,079 | New |
| US Bancorp | 1,391 | $70.2K | 0.00% | +127+10.0% | Added |
| Kemnay Advisory Services Inc. | 1,400 | $70.6K | 0.01% | +1,400 | New |
| Amalgamated Bank | 1,552 | $78.0K | 0.00% | −88−5.4% | Reduced |
| CWM, LLC | 1,575 | $79.0K | 0.00% | −154−8.9% | Reduced |
| KBC Group NV | 1,611 | $81.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,650 | $83.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,828 | $92.2K | 0.00% | −1,623−47.0% | Reduced |
| MAI Capital Management | 1,863 | $94.0K | 0.00% | +1,534+466.3% | Added |
| Nisa Investment Advisors, LLC | 2,031 | $102.5K | 0.00% | −120−5.6% | Reduced |
| Advisor Group Holdings, Inc. | 2,134 | $107.7K | 0.00% | −782−26.8% | Reduced |
| Huntington National Bank | 2,655 | $133.9K | 0.00% | +134+5.3% | Added |
| State of Alaska, Department of Revenue | 3,540 | $178.0K | 0.00% | +141+4.1% | Added |
| Larson Financial Group LLC | 3,681 | $185.7K | 0.01% | +3,637+8,265.9% | Added |
| Ensign Peak Advisors, Inc | 3,948 | $199.2K | 0.00% | −9,050−69.6% | Reduced |
| Kavar Capital Partners Group, LLC | 4,015 | $202.6K | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,110 | $207.3K | 0.00% | −688−14.3% | Reduced |
| Meritage Portfolio Management | 4,110 | $207.3K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,128 | $208.3K | 0.01% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 4,176 | $210.7K | 0.03% | −487−10.4% | Reduced |
| Laurel Oak Wealth Management, LLC | 4,217 | $212.7K | 0.04% | +4,217 | New |
| Captrust Financial Advisors | 4,456 | $224.8K | 0.00% | −171−3.7% | Reduced |
| Next Capital Management LLC | 4,500 | $227.0K | 0.07% | 00.0% | Unchanged |
| Colony Group, LLC | 4,547 | $229.4K | 0.00% | +79+1.8% | Added |
| CBIZ Investment Advisory Services, LLC | 4,710 | $237.6K | 0.01% | +272+6.1% | Added |
| DekaBank Deutsche Girozentrale | 3,040 | $238.0K | 0.00% | 00.0% | Unchanged |
| AlphaGrep UK Ltd | 4,916 | $248.0K | 0.08% | +4,916 | New |
| Ifrah Financial Services, Inc. | 5,155 | $260.1K | 0.07% | +20.0% | Added |
| Quantbot Technologies LP | 5,254 | $265.1K | 0.01% | −23,191−81.5% | Reduced |
| Gotham Asset Management, LLC | 5,288 | $266.8K | 0.00% | −4,462−45.8% | Reduced |
| Optimize Financial Inc | 5,372 | $271.0K | 0.14% | +76+1.4% | Added |
| Neuberger Berman Group LLC | 5,445 | $274.7K | 0.00% | −135−2.4% | Reduced |
| Yarbrough Capital, LLC | 5,462 | $275.6K | 0.01% | −2,283−29.5% | Reduced |
| Comerica Bank | 5,570 | $281.0K | 0.00% | −3,844−40.8% | Reduced |
| Occudo Quantitative Strategies LP | 5,603 | $282.7K | 0.02% | −7,761−58.1% | Reduced |
| Cetera Investment Advisers | 5,825 | $293.9K | 0.00% | −188−3.1% | Reduced |