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, Q1 2026
Institutional positions in CBIZ, Inc. as of Mar 31, 2026. 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
- 263
- +4 vs. Q4 2025
- Shares held
- 52.4M
- +3.04M (+6.2%) vs. Q4 2025
- Total value
- $1.43B
- −$1.06B (−42.7%) vs. Q4 2025
- New holders
- 63
- 98 more added
- Sold out
- 59
- 70 more reduced
6 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 263 | $2.72B |
| Q2 2025 | 277 | $3.47B |
| Q1 2025 | 290 | $3.39B |
| Q4 2024 | 282 | $3.74B |
| Q3 2024 | 286 | $3.06B |
| Q2 2024 | 276 | $3.43B |
| Q1 2024 | 269 | $4.09B |
| Q4 2023 | 260 | $3.01B |
| Q3 2023 | 245 | $2.27B |
| Q2 2023 | 233 | $2.36B |
| Q1 2023 | 227 | $2.23B |
| Q4 2022 | 228 | $2.09B |
| Q3 2022 | 209 | $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, Q1 2026
Shares, value and share of portfolio for each institution holding CBIZ, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 7,511,043 | $201.7M | 0.01% | +378,136+5.3% | Added |
| BlackRock, Inc. | 3,811,925 | $102.4M | 0.00% | +213,638+5.9% | Added |
| Bank of Montreal | 3,507,905 | $94.2M | 0.04% | +1,256,256+55.8% | Added |
| 22C Capital LLC | 3,202,267 | $86.0M | 100.00% | 00.0% | Unchanged |
| Vanguard Capital Management LLC | 2,146,587 | $57.6M | 0.00% | +2,146,587 | New |
| Vanguard Portfolio Management LLC | 2,072,824 | $55.7M | 0.00% | +2,072,824 | New |
| Morgan Stanley | 2,008,625 | $53.9M | 0.00% | −1,242,730−38.2% | Reduced |
| Alliancebernstein L.P. | 901,973 | $45.5M | 0.01% | +848,052+1,572.8% | Added |
| Geode Capital Management, LLC | 1,159,379 | $31.1M | 0.00% | +13,823+1.2% | Added |
| State Street Corp | 1,151,709 | $30.9M | 0.00% | +2,819+0.2% | Added |
| P2 Capital Partners, LLC | 1,140,674 | $30.6M | 14.59% | −632,717−35.7% | Reduced |
| BloombergSen Inc. | 994,029 | $26.7M | 2.99% | −34,266−3.3% | Reduced |
| Sunriver Management LLC | 968,631 | $26.0M | 4.40% | −20,718−2.1% | Reduced |
| Royce & Associates LP | 825,862 | $22.2M | 0.22% | +166,722+25.3% | Added |
| Northern Trust Corp | 769,003 | $20.6M | 0.00% | −141,739−15.6% | Reduced |
| Goldman Sachs Group Inc | 686,627 | $18.4M | 0.00% | +51,193+8.1% | Added |
| Fenimore Asset Management Inc | 682,222 | $18.3M | 0.41% | +229,630+50.7% | Added |
| Charles Schwab Investment Management Inc | 622,267 | $16.7M | 0.00% | +86,974+16.2% | Added |
| Ameriprise Financial Inc | 600,955 | $16.1M | 0.00% | +588,210+4,615.2% | Added |
| Silvercrest Asset Management Group LLC | 579,597 | $15.6M | 0.11% | −294,956−33.7% | Reduced |
| Boston Partners | 561,400 | $15.1M | 0.02% | +561,400 | New |
| BNP Paribas Arbitrage, SA | 557,857 | $15.0M | 0.01% | +537,944+2,701.5% | Added |
| Dimensional Fund Advisors LP | 546,850 | $14.7M | 0.00% | −42,833−7.3% | Reduced |
| Allianz Asset Management GmbH | 544,846 | $14.6M | 0.02% | +544,846 | New |
| Waters Parkerson & Co., LLC | 523,042 | $14.0M | 0.72% | +85,796+19.6% | Added |
| Qube Research & Technologies Ltd | 511,013 | $13.7M | 0.02% | +460,110+903.9% | Added |
| GW&K Investment Management, LLC | 478,267 | $12.8M | 0.11% | −300,766−38.6% | Reduced |
| Millennium Management LLC | 464,648 | $12.5M | 0.01% | +433,043+1,370.2% | Added |
| Bank of America Corp | 430,238 | $11.6M | 0.00% | −11,904−2.7% | Reduced |
| Point72 Asset Management, L.P. | 429,664 | $11.5M | 0.02% | +429,664 | New |
| Jane Street Group, LLC | 399,920 | $10.7M | 0.01% | +370,243+1,247.6% | Added |
| Prudential Financial Inc | 357,917 | $9.61M | 0.01% | +357,917 | New |
| Hotchkis & Wiley Capital Management LLC | 357,180 | $9.59M | 0.03% | +357,180 | New |
| Geneva Capital Management LLC | 353,138 | $9.48M | 0.20% | −46,489−11.6% | Reduced |
| Vanguard Fiduciary Trust Co | 344,803 | $9.26M | 0.00% | +344,803 | New |
| Loomis Sayles & Co L P | 340,203 | $9.13M | 0.01% | +340,203 | New |
| Montrusco Bolton Investments Inc. | 340,021 | $9.13M | 0.14% | +44,900+15.2% | Added |
| Trexquant Investment LP | 335,197 | $9.00M | 0.07% | +335,197 | New |
| Two Sigma Investments, LP | 330,685 | $8.88M | 0.01% | +330,685 | New |
| Wellington Management Group LLP | 310,838 | $8.35M | 0.00% | −129,672−29.4% | Reduced |
| UBS Group AG | 282,003 | $7.57M | 0.00% | +204,961+266.0% | Added |
| Handelsbanken Fonder AB | 276,000 | $7.41M | 0.02% | −286,000−50.9% | Reduced |
| Royal Bank of Canada | 274,198 | $7.36M | 0.00% | −74,600−21.4% | Reduced |
| D. E. Shaw & Co., Inc. | 268,219 | $7.20M | 0.01% | +231,378+628.0% | Added |
| AQR Capital Management LLC | 245,803 | $6.60M | 0.00% | +233,096+1,834.4% | Added |
| Summit Creek Advisors LLC | 234,632 | $6.30M | 1.29% | −29,548−11.2% | Reduced |
| JPMorgan Chase & Co | 223,989 | $6.05M | 0.00% | +172,337+333.7% | Added |
| Basswood Capital Management, L.L.C. | 204,662 | $5.50M | 0.28% | +21,071+11.5% | Added |
| Engineers Gate Manager LP | 195,028 | $5.24M | 0.07% | +171,586+732.0% | Added |
| WCM Investment Management, LLC | 183,268 | $4.95M | 0.01% | −91,362−33.3% | Reduced |
| Quantinno Capital Management LP | 175,005 | $4.70M | 0.01% | +147,820+543.8% | Added |
| Clearline Capital LP | 174,345 | $4.68M | 0.36% | +150,759+639.2% | Added |
| Deutsche Bank AG | 172,307 | $4.63M | 0.00% | −79,317−31.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 173,726 | $4.59M | 0.01% | −803,320−82.2% | Reduced |
| Bank of New York Mellon Corp | 166,787 | $4.48M | 0.00% | +25,214+17.8% | Added |
| Blair William & Co | 164,674 | $4.42M | 0.01% | +15,318+10.3% | Added |
| First Manhattan Co | 160,975 | $4.32M | 0.01% | +22,755+16.5% | Added |
| Tudor Investment Corp Et Al | 156,796 | $4.21M | 0.02% | +156,796 | New |
| CI Private Wealth, LLC | 156,265 | $4.20M | 0.01% | +149,897+2,353.9% | Added |
| Nuveen, LLC | 148,612 | $3.99M | 0.00% | +35,272+31.1% | Added |
| Public Employees Retirement System of Ohio | 139,840 | $3.75M | 0.01% | +233+0.2% | Added |
| Edgestream Partners, L.P. | 134,491 | $3.61M | 0.12% | +134,491 | New |
| Invesco Ltd. | 122,063 | $3.28M | 0.00% | +31,485+34.8% | Added |
| Squarepoint Ops LLC | 115,708 | $3.11M | 0.01% | +115,708 | New |
| SG Americas Securities, LLC | 115,579 | $3.10M | 0.00% | −591,130−83.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 111,590 | $3.08M | 0.01% | +48,107+75.8% | Added |
| UBS Asset Management Americas Inc | 110,367 | $2.96M | 0.00% | −1,310−1.2% | Reduced |
| XTX Topco Ltd | 107,801 | $2.89M | 0.05% | +54,440+102.0% | Added |
| Stifel Financial Corp | 107,035 | $2.87M | 0.00% | +2,776+2.7% | Added |
| Citadel Advisors LLC | 103,645 | $2.78M | 0.00% | −204,060−66.3% | Reduced |
| GatePass Capital, LLC | 98,163 | $2.64M | 1.28% | +98,163 | New |
| Victory Capital Management Inc | 97,335 | $2.61M | 0.00% | +71,313+274.0% | Added |
| Swiss National Bank | 96,800 | $2.60M | 0.00% | +1,000+1.0% | Added |
| Quantbot Technologies LP | 86,168 | $2.31M | 0.09% | +80,914+1,540.0% | Added |
| Creative Planning | 78,223 | $2.10M | 0.00% | +50,551+182.7% | Added |
| Russell Investments Group, Ltd. | 75,357 | $2.02M | 0.00% | −91,618−54.9% | Reduced |
| Bridge City Capital, LLC | 65,042 | $1.75M | 0.48% | −25,647−28.3% | Reduced |
| Aquatic Capital Management LLC | 63,867 | $1.71M | 0.05% | +63,867 | New |
| Rhumbline Advisers | 63,725 | $1.71M | 0.00% | −916−1.4% | Reduced |
| California State Teachers Retirement System | 63,110 | $1.69M | 0.00% | +16,785+36.2% | Added |
| First Trust Advisors LP | 62,286 | $1.67M | 0.00% | +43,758+236.2% | Added |
| ExodusPoint Capital Management, LP | 61,144 | $1.64M | 0.02% | −38,157−38.4% | Reduced |
| Price T Rowe Associates Inc | 59,348 | $1.59M | 0.00% | +10,742+22.1% | Added |
| Boothbay Fund Management, LLC | 58,533 | $1.57M | 0.04% | +58,533 | New |
| Woodard & Co Asset Management Group Inc | 57,645 | $1.55M | 0.25% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 57,253 | $1.54M | 0.01% | +48,211+533.2% | Added |
| Jump Financial, LLC | 55,100 | $1.48M | 0.02% | +55,100 | New |
| Balyasny Asset Management LLC | 54,871 | $1.47M | 0.00% | +34,693+171.9% | Added |
| Chatham Capital Group, Inc. | 49,957 | $1.34M | 0.19% | −920−1.8% | Reduced |
| Capital Fund Management S.A. | 49,522 | $1.33M | 0.01% | +49,522 | New |
| Susquehanna International Group, LLP | 45,328 | $1.22M | 0.00% | −16,818−27.1% | Reduced |
| Taylor Frigon Capital Management LLC | 45,297 | $1.22M | 0.69% | +255+0.6% | Added |
| Barclays PLC | 44,383 | $1.19M | 0.00% | −49,780−52.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 43,558 | $1.17M | 0.07% | −32,615−42.8% | Reduced |
| Vanguard Asset Management, Ltd | 43,533 | $1.17M | 0.00% | +43,533 | New |
| Private Advisor Group, LLC | 42,652 | $1.15M | 0.01% | +82+0.2% | Added |
| Legal & General Group Plc | 41,791 | $1.12M | 0.00% | −9,561−18.6% | Reduced |
| Envestnet Asset Management Inc | 41,598 | $1.12M | 0.00% | +1,665+4.2% | Added |
| Schonfeld Strategic Advisors LLC | 40,218 | $1.08M | 0.01% | +40,218 | New |
| Great Lakes Advisors, LLC | 39,389 | $1.06M | 0.01% | −43−0.1% | Reduced |