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 |
|---|---|---|---|---|---|
| Neo Ivy Capital Management | 1,079 | $54.4K | 0.01% | +1,079 | New |
| Johnson Financial Group, Inc. | 1,005 | $50.7K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 971 | $49.0K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 955 | $48.2K | 0.02% | +955 | New |
| Assetmark, Inc | 909 | $45.9K | 0.00% | −22−2.4% | Reduced |
| Fortis Group Advisors, LLC | 875 | $44.1K | 0.01% | 00.0% | Unchanged |
| Danske Bank A/S | 800 | $40.4K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 668 | $33.7K | 0.00% | +386+136.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 654 | $33.0K | 0.00% | +654 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 638 | $32.0K | 0.00% | +192+43.0% | Added |
| Signaturefd, LLC | 617 | $31.1K | 0.00% | −300−32.7% | Reduced |
| Versant Capital Management, Inc | 610 | $30.8K | 0.00% | +507+492.2% | Added |
| Smartleaf Asset Management LLC | 565 | $29.0K | 0.00% | +136+31.7% | Added |
| State of Wyoming | 508 | $25.6K | 0.00% | −1,813−78.1% | 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 |
| Jones Financial Companies LLLP | 367 | $18.5K | 0.00% | −127−25.7% | Reduced |
| Simplex Trading, LLC | 353 | $17.8K | 0.00% | +353 | New |
| SRS Capital Advisors, Inc. | 296 | $14.9K | 0.00% | −97−24.7% | Reduced |
| GAMMA Investing LLC | 288 | $14.5K | 0.00% | −34−10.6% | Reduced |
| South State Corp. | 265 | $13.4K | 0.00% | +265 | New |
| AdvisorNet Financial, Inc | 240 | $12.1K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 220 | $11.6K | 0.00% | +220 | New |
| Optiver Holding B.V. | 226 | $11.4K | 0.00% | −110−32.7% | Reduced |
| Global Retirement Partners, LLC | 206 | $10.4K | 0.00% | +206 | New |
| DV Trading LLC | 200 | $10.1K | 0.00% | +200 | New |
| Bessemer Group Inc | 195 | $10.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 197 | $9.94K | 0.00% | −596−75.2% | Reduced |
| Central Trust Co | 174 | $8.78K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 144 | $7.32K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 136 | $6.86K | 0.00% | +19+16.2% | Added |
| Nvest Wealth Strategies, Inc. | 125 | $6.31K | 0.00% | +125 | New |
| CIBC Private Wealth Group, LLC | 123 | $6.21K | 0.00% | +30+32.3% | Added |
| Harbor Capital Advisors, Inc. | 102 | $5.00K | 0.00% | −2−1.9% | Reduced |
| Aster Capital Management (DIFC) Ltd | 94 | $4.74K | 0.00% | +94 | New |
| Farther Finance Advisors, LLC | 93 | $4.69K | 0.00% | −8−7.9% | Reduced |
| Quadrant Capital Group LLC | 91 | $4.59K | 0.00% | −81−47.1% | Reduced |
| SBI Securities Co., Ltd. | 87 | $4.39K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 80 | $4.04K | 0.00% | +80 | New |
| Parallel Advisors, LLC | 61 | $3.08K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 50 | $2.52K | 0.00% | +11+28.2% | Added |
| Rothschild Investment LLC | 49 | $2.47K | 0.00% | +44+880.0% | Added |
| WealthCollab, LLC | 45 | $2.27K | 0.00% | −16−26.2% | Reduced |
| Kilter Group LLC | 38 | $1.92K | 0.00% | +38 | New |
| Ronald Blue Trust, Inc. | 31 | $1.56K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 30 | $1.51K | 0.00% | +30 | New |
| Harbour Investments, Inc. | 25 | $1.26K | 0.00% | +25 | New |
| Massmutual Trust Co FSB | 22 | $1.11K | 0.00% | −4−15.4% | Reduced |
| Capital Advisors, Ltd. LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 17 | $858 | 0.00% | +17 | New |
| GWM Advisors LLC | 12 | $605 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 11 | $555 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 10 | $505 | 0.00% | −2−16.7% | Reduced |
| Financial Network Wealth Advisors LLC | 10 | $505 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 9 | $455 | 0.00% | +5+125.0% | Added |
| Essential Partners LLC | 8 | $404 | 0.00% | +8 | New |
| Quarry LP | 6 | $303 | 0.00% | +6 | New |
| Caitong International Asset Management Co., Ltd | 5 | $252 | 0.00% | −554−99.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 4 | $202 | 0.00% | −1−20.0% | Reduced |
| Root Financial Partners, LLC | 2 | $101 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $55 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 1 | $51 | 0.00% | −2−66.7% | Reduced |
| IFP Advisors, Inc | 1 | $50 | 0.00% | +1 | New |
| Covestor Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |