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 |
|---|---|---|---|---|---|
| Great West Life Assurance Co | 5,820 | $294.0K | 0.00% | −16,010−73.3% | Reduced |
| Invst, LLC | 5,829 | $294.1K | 0.03% | +5,829 | New |
| First National Bank of Omaha | 5,966 | $306.0K | 0.01% | +5,966 | New |
| Fifth Third Bancorp | 6,319 | $318.8K | 0.00% | +1,245+24.5% | Added |
| CI Private Wealth, LLC | 6,368 | $321.3K | 0.00% | +410+6.9% | Added |
| Fiduciary Trust Co | 6,570 | $331.5K | 0.00% | +1,050+19.0% | Added |
| Cerity Partners LLC | 7,118 | $359.1K | 0.00% | −22,490−76.0% | Reduced |
| Kestra Advisory Services, LLC | 7,509 | $378.8K | 0.00% | 00.0% | Unchanged |
| Jain Global LLC | 7,563 | $381.6K | 0.00% | +7,563 | New |
| Commerce Bank | 7,631 | $385.0K | 0.00% | −75−1.0% | Reduced |
| Pictet Asset Management Holding SA | 8,047 | $406.0K | 0.00% | +978+13.8% | Added |
| Prelude Capital Management, LLC | 8,198 | $413.6K | 0.03% | +8,198 | New |
| Dynamic Technology Lab Private Ltd | 8,465 | $427.0K | 0.10% | +8,465 | New |
| Glenmede Trust Co NA | 8,569 | $432.3K | 0.00% | +8,569 | New |
| Valtinson Bruner Financial Planning LLC | 8,678 | $437.8K | 0.13% | −190−2.1% | Reduced |
| Dodds Wealth, LLC | 8,742 | $441.0K | 0.11% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 8,791 | $443.5K | 0.00% | +1,825+26.2% | Added |
| Voya Investment Management LLC | 8,982 | $453.1K | 0.00% | −181−2.0% | Reduced |
| Valeo Financial Advisors, LLC | 9,009 | $454.5K | 0.01% | −5,744−38.9% | Reduced |
| ProShare Advisors LLC | 9,032 | $455.7K | 0.00% | +582+6.9% | Added |
| Pathstone Holdings, LLC | 9,042 | $456.2K | 0.00% | −7,958−46.8% | Reduced |
| CWM Advisors, LLC | 9,234 | $465.9K | 0.04% | +647+7.5% | Added |
| Bancreek Capital Management, LP | 9,647 | $486.7K | 2.03% | −61,858−86.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,930 | $501.0K | 0.00% | 00.0% | Unchanged |
| RBF Capital, LLC | 10,000 | $504.5K | 0.02% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 10,242 | $516.7K | 0.01% | +272+2.7% | Added |
| KLP Kapitalforvaltning AS | 10,300 | $519.6K | 0.00% | −400−3.7% | Reduced |
| Legato Capital Management LLC | 10,359 | $522.6K | 0.04% | −9,757−48.5% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 10,997 | $558.8K | 0.00% | +5,478+99.3% | Added |
| Truist Financial Corp | 11,155 | $562.8K | 0.00% | −225−2.0% | Reduced |
| Quest Partners LLC | 11,728 | $591.7K | 0.03% | +10,547+893.1% | Added |
| First Eagle Investment Management, LLC | 11,908 | $600.8K | 0.00% | +8,671+267.9% | Added |
| Fox Run Management, L.L.C. | 12,269 | $619.0K | 0.10% | +12,269 | New |
| AQR Capital Management LLC | 12,707 | $641.1K | 0.00% | +6,042+90.7% | Added |
| Ameriprise Financial Inc | 12,745 | $643.0K | 0.00% | −36,074−73.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 13,094 | $660.6K | 0.01% | −828−5.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 13,249 | $668.4K | 0.00% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 13,334 | $672.7K | 0.00% | +13,334 | New |
| Arizona State Retirement System | 13,473 | $679.7K | 0.00% | −1,014−7.0% | Reduced |
| State Board of Administration of Florida Retirement System | 13,619 | $687.1K | 0.00% | 00.0% | Unchanged |
| Chicago Wealth Management, Inc. | 14,000 | $706.3K | 0.28% | 00.0% | Unchanged |
| Helium Advisors LLC | 14,800 | $746.7K | 0.76% | +6,000+68.2% | Added |
| Equitable Trust Co | 16,002 | $807.3K | 0.04% | +1,330+9.1% | Added |
| Letson Investment Management, Inc. | 16,020 | $808.2K | 0.30% | 00.0% | Unchanged |
| Callan Family Office, LLC | 16,847 | $849.9K | 0.02% | +1,897+12.7% | Added |
| JustInvest LLC | 17,241 | $869.8K | 0.01% | −255−1.5% | Reduced |
| First Trust Advisors LP | 18,528 | $934.7K | 0.00% | +7,421+66.8% | Added |
| Commonwealth Equity Services, LLC | 18,965 | $956.8K | 0.00% | +589+3.2% | Added |
| Cynosure Management, LLC | 19,015 | $959.3K | 0.10% | +9,286+95.4% | Added |
| Anchor Capital Advisors LLC | 19,632 | $990.4K | 0.03% | +19,632 | New |
| Zions Bancorporation, National Association | 19,690 | $993.4K | 0.05% | −2,574−11.6% | Reduced |
| Citigroup Inc | 19,868 | $1.00M | 0.00% | +430+2.2% | Added |
| BNP Paribas Arbitrage, SA | 19,913 | $1.00M | 0.00% | +9,430+90.0% | Added |
| Raymond James Financial Inc | 20,084 | $1.01M | 0.00% | +11,003+121.2% | Added |
| Intech Investment Management LLC | 20,112 | $1.01M | 0.01% | −7,208−26.4% | Reduced |
| Balyasny Asset Management LLC | 20,178 | $1.02M | 0.00% | +20,178 | New |
| Franklin Resources Inc | 21,954 | $1.11M | 0.00% | +15,652+248.4% | Added |
| Assenagon Asset Management S.A. | 22,879 | $1.15M | 0.00% | +1,279+5.9% | Added |
| Sterling Capital Management LLC | 23,179 | $1.17M | 0.02% | +5,219+29.1% | Added |
| Schneider Downs Wealth Management Advisors, LP | 23,215 | $1.17M | 0.13% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 23,442 | $1.18M | 0.01% | −5,635−19.4% | Reduced |
| Clearline Capital LP | 23,586 | $1.19M | 0.09% | +23,586 | New |
| Manufacturers Life Insurance Company, The | 23,914 | $1.21M | 0.00% | −1,010−4.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 24,072 | $1.22M | 0.00% | +363+1.5% | Added |
| Victory Capital Management Inc | 26,022 | $1.31M | 0.00% | −5,514−17.5% | Reduced |
| Verition Fund Management LLC | 26,645 | $1.34M | 0.01% | −22,005−45.2% | Reduced |
| Quantinno Capital Management LP | 27,185 | $1.37M | 0.00% | +16,692+159.1% | Added |
| Twinbeech Capital LP | 27,466 | $1.39M | 0.10% | +27,466 | New |
| Creative Planning | 27,672 | $1.40M | 0.00% | +8,871+47.2% | Added |
| MetLife Investment Management | 27,788 | $1.40M | 0.01% | −949−3.3% | Reduced |
| Numerai GP LLC | 28,647 | $1.45M | 0.17% | +28,647 | New |
| Jane Street Group, LLC | 29,677 | $1.50M | 0.00% | −192,291−86.6% | Reduced |
| HighTower Advisors, LLC | 31,122 | $1.57M | 0.00% | −765−2.4% | Reduced |
| Millennium Management LLC | 31,605 | $1.59M | 0.00% | −70,101−68.9% | Reduced |
| CenterBook Partners LP | 31,849 | $1.61M | 0.08% | −66,557−67.6% | Reduced |
| Voloridge Investment Management, LLC | 35,584 | $1.80M | 0.01% | −3,739−9.5% | Reduced |
| SEI Investments Co | 35,944 | $1.81M | 0.00% | +5,084+16.5% | Added |
| Roundview Capital LLC | 36,377 | $1.84M | 0.11% | −10,300−22.1% | Reduced |
| D. E. Shaw & Co., Inc. | 36,841 | $1.86M | 0.00% | +36,841 | New |
| LPL Financial LLC | 37,722 | $1.90M | 0.00% | −3,949−9.5% | Reduced |
| Holocene Advisors, LP | 37,785 | $1.91M | 0.00% | +7,383+24.3% | Added |
| Marshall Wace, LLP | 39,093 | $1.97M | 0.00% | −5,930−13.2% | Reduced |
| Great Lakes Advisors, LLC | 39,432 | $1.99M | 0.02% | +1,079+2.8% | Added |
| Envestnet Asset Management Inc | 39,933 | $2.01M | 0.00% | −44,313−52.6% | Reduced |
| Private Advisor Group, LLC | 42,570 | $2.15M | 0.01% | −191−0.4% | Reduced |
| State of New Jersey Common Pension Fund D | 43,051 | $2.17M | 0.01% | +10,175+30.9% | Added |
| 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 |
| Pacific Capital Partners Ltd | 43,750 | $2.21M | 2.34% | −58,750−57.3% | Reduced |
| Taylor Frigon Capital Management LLC | 45,042 | $2.27M | 1.15% | −554−1.2% | Reduced |
| California State Teachers Retirement System | 46,325 | $2.34M | 0.00% | −2,545−5.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 48,401 | $2.44M | 0.02% | +4,285+9.7% | Added |
| Price T Rowe Associates Inc | 48,606 | $2.45M | 0.00% | +2,733+6.0% | Added |
| Chatham Capital Group, Inc. | 50,877 | $2.57M | 0.37% | +250+0.5% | Added |
| Qube Research & Technologies Ltd | 50,903 | $2.57M | 0.00% | −51,790−50.4% | Reduced |
| Legal & General Group Plc | 51,352 | $2.59M | 0.00% | −4,164−7.5% | Reduced |
| JPMorgan Chase & Co | 51,652 | $2.61M | 0.00% | −471,248−90.1% | Reduced |
| King Luther Capital Management Corp | 52,947 | $2.67M | 0.01% | −15,474−22.6% | Reduced |
| XTX Topco Ltd | 53,361 | $2.69M | 0.07% | +46,642+694.2% | Added |
| Alliancebernstein L.P. | 53,921 | $2.72M | 0.00% | −50.0% | Reduced |