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 |
|---|---|---|---|---|---|
| Woodard & Co Asset Management Group Inc | 57,645 | $2.91M | 0.46% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 62,146 | $3.14M | 0.00% | +1,040+1.7% | Added |
| Rhumbline Advisers | 64,641 | $3.26M | 0.00% | −10,248−13.7% | Reduced |
| Magnetar Financial LLC | 66,761 | $3.37M | 0.03% | +66,761 | New |
| Wealth Enhancement Advisory Services, LLC | 63,483 | $3.41M | 0.00% | +7,200+12.8% | Added |
| Wells Fargo & Company | 71,128 | $3.59M | 0.00% | +21,735+44.0% | Added |
| Campbell & CO Investment Adviser LLC | 76,173 | $3.84M | 0.18% | +53,429+234.9% | Added |
| UBS Group AG | 77,042 | $3.89M | 0.00% | +672+0.9% | Added |
| New York State Common Retirement Fund | 86,273 | $4.35M | 0.01% | +7,247+9.2% | Added |
| Invesco Ltd. | 90,578 | $4.57M | 0.00% | −490,154−84.4% | Reduced |
| Bridge City Capital, LLC | 90,689 | $4.58M | 1.34% | −10,702−10.6% | Reduced |
| Barclays PLC | 94,163 | $4.75M | 0.00% | +4,066+4.5% | Added |
| Swiss National Bank | 95,800 | $4.83M | 0.00% | +900+0.9% | Added |
| Mawer Investment Management Ltd. | 97,223 | $4.90M | 0.03% | −30,731−24.0% | Reduced |
| ExodusPoint Capital Management, LP | 99,301 | $5.01M | 0.06% | +70,255+241.9% | Added |
| Neumeier Poma Investment Counsel LLC | 101,585 | $5.12M | 0.42% | −1,450−1.4% | Reduced |
| Stifel Financial Corp | 104,259 | $5.26M | 0.00% | +86,288+480.2% | Added |
| UBS Asset Management Americas Inc | 111,677 | $5.63M | 0.00% | +8,283+8.0% | Added |
| Nuveen, LLC | 113,340 | $5.72M | 0.00% | −2,344−2.0% | Reduced |
| First Manhattan Co | 138,220 | $6.97M | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 139,607 | $7.04M | 0.02% | +6,223+4.7% | Added |
| Bank of New York Mellon Corp | 141,573 | $7.14M | 0.00% | −15,203−9.7% | Reduced |
| Blair William & Co | 149,356 | $7.54M | 0.02% | −203,356−57.7% | Reduced |
| Public Employees Retirement Association of Colorado | 157,838 | $7.96M | 0.03% | −71,000−31.0% | Reduced |
| Russell Investments Group, Ltd. | 166,975 | $8.42M | 0.01% | +105,310+170.8% | Added |
| Basswood Capital Management, L.L.C. | 183,591 | $9.26M | 0.41% | −7,472−3.9% | Reduced |
| Nomura Asset Management International Inc. | 228,952 | $11.6M | 0.02% | +228,952 | New |
| Deutsche Bank AG | 251,624 | $12.7M | 0.00% | +9,866+4.1% | Added |
| Summit Creek Advisors LLC | 264,180 | $13.3M | 2.10% | −20,105−7.1% | Reduced |
| WCM Investment Management, LLC | 274,630 | $14.1M | 0.03% | −4,325−1.6% | Reduced |
| Montrusco Bolton Investments Inc. | 295,121 | $14.9M | 0.19% | +18,300+6.6% | Added |
| Granite Investment Partners, LLC | 302,969 | $15.3M | 0.91% | +6,792+2.3% | Added |
| Citadel Advisors LLC | 307,705 | $15.5M | 0.01% | −315,355−50.6% | Reduced |
| Royal Bank of Canada | 348,798 | $17.6M | 0.00% | −220,972−38.8% | Reduced |
| Geneva Capital Management LLC | 399,627 | $20.2M | 0.38% | −33,255−7.7% | Reduced |
| Waters Parkerson & Co., LLC | 437,246 | $22.1M | 1.08% | +22,768+5.5% | Added |
| Wellington Management Group LLP | 440,510 | $22.2M | 0.00% | +77,583+21.4% | Added |
| Bank of America Corp | 442,142 | $22.3M | 0.00% | +589+0.1% | Added |
| Fenimore Asset Management Inc | 452,592 | $22.8M | 0.48% | −2,752−0.6% | Reduced |
| Charles Schwab Investment Management Inc | 535,293 | $27.0M | 0.00% | +10,471+2.0% | Added |
| Handelsbanken Fonder AB | 562,000 | $28.4M | 0.09% | −185,000−24.8% | Reduced |
| Dimensional Fund Advisors LP | 589,683 | $29.8M | 0.01% | −24,549−4.0% | Reduced |
| Premier Fund Managers Ltd | 614,524 | $31.5M | 1.82% | −200,347−24.6% | Reduced |
| Goldman Sachs Group Inc | 635,434 | $32.1M | 0.00% | +327,053+106.1% | Added |
| Royce & Associates LP | 659,140 | $33.3M | 0.34% | +524,438+389.3% | Added |
| SG Americas Securities, LLC | 706,709 | $35.7M | 0.05% | +706,709 | New |
| GW&K Investment Management, LLC | 779,033 | $39.3M | 0.34% | +21,603+2.9% | Added |
| Silvercrest Asset Management Group LLC | 874,553 | $44.1M | 0.30% | −51,693−5.6% | Reduced |
| Janus Henderson Group PLC | 910,713 | $45.9M | 0.02% | −37,931−4.0% | Reduced |
| Northern Trust Corp | 910,742 | $45.9M | 0.01% | −23,074−2.5% | Reduced |
| Capital World Investors | 919,902 | $46.4M | 0.01% | −3800.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 977,046 | $49.6M | 0.08% | +155,563+18.9% | Added |
| Sunriver Management LLC | 989,349 | $49.9M | 5.23% | +392,587+65.8% | Added |
| BloombergSen Inc. | 1,028,295 | $51.9M | 5.48% | −79,555−7.2% | Reduced |
| Geode Capital Management, LLC | 1,145,556 | $57.8M | 0.00% | −4,079−0.4% | Reduced |
| State Street Corp | 1,148,890 | $58.0M | 0.00% | −6,043−0.5% | Reduced |
| Durable Capital Partners LP | 1,631,969 | $82.3M | 0.78% | −2,293,098−58.4% | Reduced |
| P2 Capital Partners, LLC | 1,773,391 | $89.5M | 22.92% | +57,066+3.3% | Added |
| Bank of Montreal | 2,251,649 | $113.6M | 0.05% | +2,251,649 | New |
| Capital Research Global Investors | 2,914,541 | $147.0M | 0.03% | −6,785−0.2% | Reduced |
| 22C Capital LLC | 3,202,267 | $161.6M | 100.00% | +3,202,267 | New |
| Morgan Stanley | 3,251,355 | $164.0M | 0.01% | −149,742−4.4% | Reduced |
| BlackRock, Inc. | 3,598,287 | $181.5M | 0.00% | +57,485+1.6% | Added |
| Vanguard Group Inc | 4,837,727 | $244.1M | 0.00% | −50,796−1.0% | Reduced |
| FMR LLC | 7,132,907 | $359.9M | 0.02% | +4,110,627+136.0% | Added |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −394,095−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −183,420−100.0% | Sold out |
| Advantage Alpha Capital Partners LP | 0 | $0 | 0.00% | −78,309−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −73,539−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −30,923−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −29,418−100.0% | Sold out |
| Kensington Investment Counsel, LLC | 0 | $0 | 0.00% | −26,671−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −23,744−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −18,128−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −17,507−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −16,805−100.0% | Sold out |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −15,257−100.0% | Sold out |
| Cannon Global Investment Management, LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −10,121−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −9,941−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −9,446−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −7,900−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −7,814−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −6,388−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −6,367−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −5,556−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −4,940−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −4,475−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −4,357−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −4,261−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −4,050−100.0% | Sold out |
| Xponance, Inc. | 0 | $0 | 0.00% | −3,882−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −3,783−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −442−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −285−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −142−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Park Place Capital Corp | 0 | $0 | 0.00% | −104−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |