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 | 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, 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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 2 | $0 | 0.00% | −193−99.0% | Reduced |
| Dunhill Financial, LLC | 1 | $29 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $54 | 0.00% | +2 | New |
| SBI Securities Co., Ltd. | 5 | $134 | 0.00% | −82−94.3% | Reduced |
| SJS Investment Consulting Inc. | 6 | $162 | 0.00% | +5+500.0% | Added |
| Owl Creek Wealth Partners LLC | 10 | $269 | 0.00% | +10 | New |
| GWM Advisors LLC | 12 | $322 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 13 | $349 | 0.00% | +13 | New |
| Cornerstone Planning Group LLC | 12 | $376 | 0.00% | +12 | New |
| IFP Advisors, Inc | 19 | $510 | 0.00% | +18+1,800.0% | Added |
| Innovative Asset Advisors Group, LLC | 20 | $537 | 0.00% | +20 | New |
| Manchester Capital Management LLC | 22 | $591 | 0.00% | +22 | New |
| Torren Management, LLC | 24 | $644 | 0.00% | −931−97.5% | Reduced |
| Bare Financial Services, Inc | 24 | $644 | 0.00% | +7+41.2% | Added |
| Quarry LP | 30 | $806 | 0.00% | +24+400.0% | Added |
| Ronald Blue Trust, Inc. | 31 | $832 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 32 | $859 | 0.00% | +7+28.0% | Added |
| Investors Portfolio Services LLC | 34 | $950 | 0.00% | +34 | New |
| Northwestern Mutual Wealth Management Co | 41 | $1.10K | 0.00% | −13,208−99.7% | Reduced |
| JPL Wealth Management, LLC | 44 | $1.18K | 0.00% | +44 | New |
| WealthCollab, LLC | 45 | $1.21K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 43 | $1.22K | 0.00% | +43 | New |
| Bell Investment Advisors, Inc | 55 | $1.48K | 0.00% | +44+400.0% | Added |
| Avion Wealth | 87 | $2.00K | 0.00% | +87 | New |
| Caitong International Asset Management Co., Ltd | 100 | $2.69K | 0.00% | +95+1,900.0% | Added |
| Kilter Group LLC | 103 | $2.77K | 0.00% | +65+171.1% | Added |
| National Bank of Canada | 111 | $2.98K | 0.00% | +111 | New |
| Advisory Services Network, LLC | 114 | $3.06K | 0.00% | +114 | New |
| Brown Brothers Harriman & Co | 117 | $3.14K | 0.00% | −19−14.0% | Reduced |
| Nvest Wealth Strategies, Inc. | 125 | $3.36K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 144 | $3.87K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 144 | $4.00K | 0.00% | +142+7,100.0% | Added |
| Private Wealth Management Group, LLC | 149 | $4.00K | 0.00% | +149 | New |
| Rothschild Investment LLC | 164 | $4.40K | 0.00% | +115+234.7% | Added |
| Essential Partners LLC | 165 | $4.43K | 0.00% | +157+1,962.5% | Added |
| Central Trust Co | 174 | $4.67K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 195 | $5.24K | 0.00% | +195 | New |
| Optiver Holding B.V. | 204 | $5.48K | 0.00% | −22−9.7% | Reduced |
| J.Safra Asset Management Corp | 215 | $5.77K | 0.00% | +165+330.0% | Added |
| Los Angeles Capital Management LLC | 220 | $5.91K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 242 | $6.50K | 0.00% | +181+296.7% | Added |
| South State Corp. | 265 | $7.12K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 318 | $8.54K | 0.00% | −22,861−98.6% | Reduced |
| Rockefeller Capital Management L.P. | 325 | $8.73K | 0.00% | −343−51.3% | Reduced |
| Harbor Capital Advisors, Inc. | 349 | $9.00K | 0.00% | +247+242.2% | Added |
| SRS Capital Advisors, Inc. | 423 | $11.4K | 0.00% | +127+42.9% | Added |
| MAI Capital Management | 439 | $11.8K | 0.00% | −1,424−76.4% | Reduced |
| State of Wyoming | 461 | $12.4K | 0.00% | −47−9.3% | Reduced |
| Ancora Advisors, LLC | 500 | $13.4K | 0.00% | 00.0% | Unchanged |
| Trust Co | 500 | $13.4K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 514 | $13.8K | 0.00% | −140−21.4% | Reduced |
| Keating Financial Advisory Services, Inc. | 530 | $14.2K | 0.00% | +30+6.0% | Added |
| Smartleaf Asset Management LLC | 726 | $19.6K | 0.00% | +161+28.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 813 | $21.8K | 0.00% | +175+27.4% | Added |
| Fortis Group Advisors, LLC | 875 | $23.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 900 | $23.8K | 0.00% | +807+867.7% | Added |
| Allworth Financial LP | 902 | $24.2K | 0.00% | +893+9,922.2% | Added |
| Assetmark, Inc | 905 | $24.3K | 0.00% | −4−0.4% | Reduced |
| RWM Asset Management, LLC | 913 | $24.5K | 0.00% | +913 | New |
| Johnson Financial Group, Inc. | 1,005 | $27.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,100 | $29.5K | 0.00% | +1,100 | New |
| Signaturefd, LLC | 1,259 | $33.8K | 0.00% | +642+104.1% | Added |
| GAMMA Investing LLC | 1,276 | $34.3K | 0.00% | +988+343.1% | Added |
| US Bancorp | 1,369 | $36.8K | 0.00% | −22−1.6% | Reduced |
| Parkside Financial Bank & Trust | 1,377 | $37.0K | 0.00% | +1,347+4,490.0% | Added |
| EverSource Wealth Advisors, LLC | 1,512 | $40.6K | 0.00% | +1,315+667.5% | Added |
| KBC Group NV | 1,611 | $43.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,981 | $53.2K | 0.00% | −153−7.2% | Reduced |
| Nisa Investment Advisors, LLC | 2,102 | $56.4K | 0.00% | +71+3.5% | Added |
| Huntington National Bank | 2,631 | $70.6K | 0.00% | −24−0.9% | Reduced |
| Versant Capital Management, Inc | 3,022 | $81.1K | 0.01% | +2,412+395.4% | Added |
| DekaBank Deutsche Girozentrale | 3,040 | $82.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,409 | $89.1K | 0.00% | +3,042+828.9% | Added |
| State of Alaska, Department of Revenue | 3,540 | $95.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,871 | $103.9K | 0.00% | +2,043+111.8% | Added |
| Ensign Peak Advisors, Inc | 3,948 | $106.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 4,000 | $107.4K | 0.01% | +4,000 | New |
| Ameritas Investment Partners, Inc. | 4,128 | $110.8K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 4,284 | $115.0K | 0.13% | +4,284 | New |
| Larson Financial Group LLC | 4,402 | $118.2K | 0.00% | +721+19.6% | Added |
| The PNC Financial Services Group, Inc. | 4,540 | $121.9K | 0.00% | +430+10.5% | Added |
| CBIZ Investment Advisory Services, LLC | 4,710 | $126.5K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 4,742 | $127.0K | 0.00% | −153,096−97.0% | Reduced |
| Citigroup Inc | 5,397 | $144.9K | 0.00% | −14,471−72.8% | Reduced |
| Great West Life Assurance Co | 5,820 | $157.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 6,525 | $175.2K | 0.00% | +206+3.3% | Added |
| Simplex Trading, LLC | 6,687 | $179.5K | 0.01% | +6,334+1,794.3% | Added |
| Commerce Bank | 7,457 | $200.2K | 0.00% | −174−2.3% | Reduced |
| Aigen Investment Management, LP | 7,476 | $200.7K | 0.05% | +7,476 | New |
| Kestra Advisory Services, LLC | 7,509 | $201.6K | 0.00% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 7,570 | $203.3K | 0.02% | +7,570 | New |
| Scientech Research LLC | 7,624 | $204.7K | 0.17% | +7,624 | New |
| Everence Capital Management Inc | 7,686 | $206.0K | 0.01% | +7,686 | New |
| Pictet Asset Management Holding SA | 8,047 | $216.1K | 0.00% | 00.0% | Unchanged |
| Clear Wave Wealth Management LLC | 8,133 | $218.4K | 0.06% | +8,133 | New |
| Headlands Technologies LLC | 8,328 | $223.6K | 0.03% | +8,328 | New |
| CWM, LLC | 8,388 | $225.2K | 0.00% | +6,813+432.6% | Added |
| Valtinson Bruner Financial Planning LLC | 8,678 | $233.0K | 0.06% | 00.0% | Unchanged |
| Voya Investment Management LLC | 8,712 | $233.9K | 0.00% | −270−3.0% | Reduced |
| Evergreen Capital Management LLC | 9,561 | $256.7K | 0.01% | +9,561 | New |