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 |
|---|---|---|---|---|---|
| Victory Capital Management Inc | 26,022 | $1.31M | 0.00% | −5,514−17.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 24,072 | $1.22M | 0.00% | +363+1.5% | Added |
| Manufacturers Life Insurance Company, The | 23,914 | $1.21M | 0.00% | −1,010−4.1% | Reduced |
| Clearline Capital LP | 23,586 | $1.19M | 0.09% | +23,586 | New |
| Engineers Gate Manager LP | 23,442 | $1.18M | 0.01% | −5,635−19.4% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 23,215 | $1.17M | 0.13% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 23,179 | $1.17M | 0.02% | +5,219+29.1% | Added |
| Assenagon Asset Management S.A. | 22,879 | $1.15M | 0.00% | +1,279+5.9% | Added |
| Franklin Resources Inc | 21,954 | $1.11M | 0.00% | +15,652+248.4% | Added |
| Balyasny Asset Management LLC | 20,178 | $1.02M | 0.00% | +20,178 | New |
| Intech Investment Management LLC | 20,112 | $1.01M | 0.01% | −7,208−26.4% | Reduced |
| Raymond James Financial Inc | 20,084 | $1.01M | 0.00% | +11,003+121.2% | Added |
| BNP Paribas Arbitrage, SA | 19,913 | $1.00M | 0.00% | +9,430+90.0% | Added |
| Citigroup Inc | 19,868 | $1.00M | 0.00% | +430+2.2% | Added |
| Zions Bancorporation, National Association | 19,690 | $993.4K | 0.05% | −2,574−11.6% | Reduced |
| Anchor Capital Advisors LLC | 19,632 | $990.4K | 0.03% | +19,632 | New |
| Cynosure Management, LLC | 19,015 | $959.3K | 0.10% | +9,286+95.4% | Added |
| Commonwealth Equity Services, LLC | 18,965 | $956.8K | 0.00% | +589+3.2% | Added |
| First Trust Advisors LP | 18,528 | $934.7K | 0.00% | +7,421+66.8% | Added |
| JustInvest LLC | 17,241 | $869.8K | 0.01% | −255−1.5% | Reduced |
| Callan Family Office, LLC | 16,847 | $849.9K | 0.02% | +1,897+12.7% | Added |
| Letson Investment Management, Inc. | 16,020 | $808.2K | 0.30% | 00.0% | Unchanged |
| Equitable Trust Co | 16,002 | $807.3K | 0.04% | +1,330+9.1% | Added |
| Helium Advisors LLC | 14,800 | $746.7K | 0.76% | +6,000+68.2% | Added |
| Chicago Wealth Management, Inc. | 14,000 | $706.3K | 0.28% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 13,619 | $687.1K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 13,473 | $679.7K | 0.00% | −1,014−7.0% | Reduced |
| United Capital Financial Advisers, LLC | 13,334 | $672.7K | 0.00% | +13,334 | New |
| Northwestern Mutual Wealth Management Co | 13,249 | $668.4K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 13,094 | $660.6K | 0.01% | −828−5.9% | Reduced |
| Ameriprise Financial Inc | 12,745 | $643.0K | 0.00% | −36,074−73.9% | Reduced |
| AQR Capital Management LLC | 12,707 | $641.1K | 0.00% | +6,042+90.7% | Added |
| Fox Run Management, L.L.C. | 12,269 | $619.0K | 0.10% | +12,269 | New |
| First Eagle Investment Management, LLC | 11,908 | $600.8K | 0.00% | +8,671+267.9% | Added |
| Quest Partners LLC | 11,728 | $591.7K | 0.03% | +10,547+893.1% | Added |
| Truist Financial Corp | 11,155 | $562.8K | 0.00% | −225−2.0% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 10,997 | $558.8K | 0.00% | +5,478+99.3% | Added |
| Legato Capital Management LLC | 10,359 | $522.6K | 0.04% | −9,757−48.5% | Reduced |
| KLP Kapitalforvaltning AS | 10,300 | $519.6K | 0.00% | −400−3.7% | Reduced |
| CAPROCK Group, Inc. | 10,242 | $516.7K | 0.01% | +272+2.7% | Added |
| RBF Capital, LLC | 10,000 | $504.5K | 0.02% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,930 | $501.0K | 0.00% | 00.0% | Unchanged |
| Bancreek Capital Management, LP | 9,647 | $486.7K | 2.03% | −61,858−86.5% | Reduced |
| CWM Advisors, LLC | 9,234 | $465.9K | 0.04% | +647+7.5% | Added |
| Pathstone Holdings, LLC | 9,042 | $456.2K | 0.00% | −7,958−46.8% | Reduced |
| ProShare Advisors LLC | 9,032 | $455.7K | 0.00% | +582+6.9% | Added |
| Valeo Financial Advisors, LLC | 9,009 | $454.5K | 0.01% | −5,744−38.9% | Reduced |
| Voya Investment Management LLC | 8,982 | $453.1K | 0.00% | −181−2.0% | Reduced |
| Mercer Global Advisors Inc | 8,791 | $443.5K | 0.00% | +1,825+26.2% | Added |
| Dodds Wealth, LLC | 8,742 | $441.0K | 0.11% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 8,678 | $437.8K | 0.13% | −190−2.1% | Reduced |
| Glenmede Trust Co NA | 8,569 | $432.3K | 0.00% | +8,569 | New |
| Dynamic Technology Lab Private Ltd | 8,465 | $427.0K | 0.10% | +8,465 | New |
| Prelude Capital Management, LLC | 8,198 | $413.6K | 0.03% | +8,198 | New |
| Pictet Asset Management Holding SA | 8,047 | $406.0K | 0.00% | +978+13.8% | Added |
| Commerce Bank | 7,631 | $385.0K | 0.00% | −75−1.0% | Reduced |
| Jain Global LLC | 7,563 | $381.6K | 0.00% | +7,563 | New |
| Kestra Advisory Services, LLC | 7,509 | $378.8K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 7,118 | $359.1K | 0.00% | −22,490−76.0% | Reduced |
| Fiduciary Trust Co | 6,570 | $331.5K | 0.00% | +1,050+19.0% | Added |
| CI Private Wealth, LLC | 6,368 | $321.3K | 0.00% | +410+6.9% | Added |
| Fifth Third Bancorp | 6,319 | $318.8K | 0.00% | +1,245+24.5% | Added |
| First National Bank of Omaha | 5,966 | $306.0K | 0.01% | +5,966 | New |
| Invst, LLC | 5,829 | $294.1K | 0.03% | +5,829 | New |
| Great West Life Assurance Co | 5,820 | $294.0K | 0.00% | −16,010−73.3% | Reduced |
| Cetera Investment Advisers | 5,825 | $293.9K | 0.00% | −188−3.1% | Reduced |
| Occudo Quantitative Strategies LP | 5,603 | $282.7K | 0.02% | −7,761−58.1% | Reduced |
| Comerica Bank | 5,570 | $281.0K | 0.00% | −3,844−40.8% | Reduced |
| Yarbrough Capital, LLC | 5,462 | $275.6K | 0.01% | −2,283−29.5% | Reduced |
| Neuberger Berman Group LLC | 5,445 | $274.7K | 0.00% | −135−2.4% | Reduced |
| Optimize Financial Inc | 5,372 | $271.0K | 0.14% | +76+1.4% | Added |
| Gotham Asset Management, LLC | 5,288 | $266.8K | 0.00% | −4,462−45.8% | Reduced |
| Quantbot Technologies LP | 5,254 | $265.1K | 0.01% | −23,191−81.5% | Reduced |
| Ifrah Financial Services, Inc. | 5,155 | $260.1K | 0.07% | +20.0% | Added |
| AlphaGrep UK Ltd | 4,916 | $248.0K | 0.08% | +4,916 | New |
| DekaBank Deutsche Girozentrale | 3,040 | $238.0K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 4,710 | $237.6K | 0.01% | +272+6.1% | Added |
| Colony Group, LLC | 4,547 | $229.4K | 0.00% | +79+1.8% | Added |
| Next Capital Management LLC | 4,500 | $227.0K | 0.07% | 00.0% | Unchanged |
| Captrust Financial Advisors | 4,456 | $224.8K | 0.00% | −171−3.7% | Reduced |
| Laurel Oak Wealth Management, LLC | 4,217 | $212.7K | 0.04% | +4,217 | New |
| Mayflower Financial Advisors, LLC | 4,176 | $210.7K | 0.03% | −487−10.4% | Reduced |
| Ameritas Investment Partners, Inc. | 4,128 | $208.3K | 0.01% | 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 |
| Kavar Capital Partners Group, LLC | 4,015 | $202.6K | 0.03% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 3,948 | $199.2K | 0.00% | −9,050−69.6% | Reduced |
| Larson Financial Group LLC | 3,681 | $185.7K | 0.01% | +3,637+8,265.9% | Added |
| State of Alaska, Department of Revenue | 3,540 | $178.0K | 0.00% | +141+4.1% | Added |
| Huntington National Bank | 2,655 | $133.9K | 0.00% | +134+5.3% | Added |
| Advisor Group Holdings, Inc. | 2,134 | $107.7K | 0.00% | −782−26.8% | Reduced |
| Nisa Investment Advisors, LLC | 2,031 | $102.5K | 0.00% | −120−5.6% | Reduced |
| MAI Capital Management | 1,863 | $94.0K | 0.00% | +1,534+466.3% | Added |
| Tower Research Capital LLC (TRC) | 1,828 | $92.2K | 0.00% | −1,623−47.0% | Reduced |
| Trust Co of Vermont | 1,650 | $83.2K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,611 | $81.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,575 | $79.0K | 0.00% | −154−8.9% | Reduced |
| Amalgamated Bank | 1,552 | $78.0K | 0.00% | −88−5.4% | Reduced |
| Kemnay Advisory Services Inc. | 1,400 | $70.6K | 0.01% | +1,400 | New |
| US Bancorp | 1,391 | $70.2K | 0.00% | +127+10.0% | Added |