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 |
|---|---|---|---|---|---|
| Smith & Howard Wealth Management, LLC | 9,616 | $258.2K | 0.06% | +9,616 | New |
| Fox Run Management, L.L.C. | 9,581 | $258.8K | 0.05% | −2,688−21.9% | Reduced |
| Helium Advisors LLC | 9,800 | $263.1K | 0.25% | −5,000−33.8% | Reduced |
| RBF Capital, LLC | 10,000 | $268.5K | 0.01% | 00.0% | Unchanged |
| Caxton Associates LLP | 10,278 | $276.0K | 0.01% | +10,278 | New |
| Legato Capital Management LLC | 10,359 | $278.1K | 0.03% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 10,479 | $281.4K | 0.01% | +237+2.3% | Added |
| Atom Investors LP | 10,988 | $295.0K | 0.02% | +10,988 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,276 | $302.8K | 0.00% | +1,346+13.6% | Added |
| Vanguard Investments Australia, Ltd. | 11,653 | $312.9K | 0.00% | +11,653 | New |
| Quadrant Capital Group LLC | 11,964 | $321.2K | 0.01% | +11,873+13,047.3% | Added |
| Federation des caisses Desjardins du Quebec | 12,028 | $323.0K | 0.00% | +12,028 | New |
| Cerity Partners LLC | 12,078 | $324.3K | 0.00% | +4,960+69.7% | Added |
| Zions Bancorporation, National Association | 12,096 | $324.8K | 0.02% | −7,594−38.6% | Reduced |
| Intech Investment Management LLC | 12,511 | $335.9K | 0.00% | −7,601−37.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 13,094 | $351.6K | 0.00% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 13,303 | $357.2K | 0.01% | +13,303 | New |
| Bleakley Financial Group, LLC | 13,354 | $358.6K | 0.01% | +13,354 | New |
| Arizona State Retirement System | 13,478 | $361.9K | 0.00% | +50.0% | Added |
| Dodds Wealth, LLC | 13,542 | $363.6K | 0.09% | +4,800+54.9% | Added |
| State Board of Administration of Florida Retirement System | 13,619 | $365.7K | 0.00% | 00.0% | Unchanged |
| Chicago Wealth Management, Inc. | 14,000 | $375.9K | 0.15% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 14,880 | $399.5K | 0.00% | +6,089+69.3% | Added |
| United Capital Financial Advisers, LLC | 14,972 | $402.0K | 0.00% | +1,638+12.3% | Added |
| Centiva Capital, LP | 15,454 | $414.9K | 0.02% | +15,454 | New |
| Equitable Trust Co | 15,803 | $424.3K | 0.02% | −199−1.2% | Reduced |
| Letson Investment Management, Inc. | 16,020 | $430.1K | 0.17% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 16,300 | $437.7K | 0.00% | +6,000+58.3% | Added |
| Gsa Capital Partners LLP | 16,584 | $445.0K | 0.03% | +16,584 | New |
| Brevan Howard Capital Management LP | 16,706 | $448.6K | 0.00% | +16,706 | New |
| Callan Family Office, LLC | 17,094 | $459.0K | 0.01% | +247+1.5% | Added |
| Dark Forest Capital Management LP | 18,203 | $488.8K | 0.04% | +18,203 | New |
| CWM Advisors, LLC | 19,204 | $515.6K | 0.03% | +9,970+108.0% | Added |
| Marshall Wace, LLP | 20,022 | $537.6K | 0.00% | −19,071−48.8% | Reduced |
| JustInvest LLC | 20,072 | $538.9K | 0.01% | +2,831+16.4% | Added |
| Commonwealth Equity Services, LLC | 20,862 | $560.1K | 0.00% | +1,897+10.0% | Added |
| Janus Henderson Group PLC | 21,663 | $582.0K | 0.00% | −889,050−97.6% | Reduced |
| Manufacturers Life Insurance Company, The | 22,257 | $597.6K | 0.00% | −1,657−6.9% | Reduced |
| Assenagon Asset Management S.A. | 22,483 | $603.7K | 0.00% | −396−1.7% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 23,215 | $623.3K | 0.07% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 23,705 | $636.5K | 0.00% | +18,417+348.3% | Added |
| Franklin Resources Inc | 23,896 | $641.6K | 0.00% | +1,942+8.8% | Added |
| EntryPoint Capital, LLC | 24,002 | $644.5K | 0.19% | +24,002 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 24,038 | $645.6K | 0.00% | −34−0.1% | Reduced |
| Vanguard Global Advisers, LLC | 26,328 | $706.9K | 0.00% | +26,328 | New |
| Freestone Grove Partners LP | 26,652 | $715.6K | 0.01% | +26,652 | New |
| Oxford Asset Management LLP | 27,001 | $725.0K | 0.29% | +27,001 | New |
| MetLife Investment Management | 27,594 | $740.9K | 0.00% | −194−0.7% | Reduced |
| Numerai GP LLC | 28,654 | $769.4K | 0.08% | +70.0% | Added |
| LPL Financial LLC | 28,860 | $774.9K | 0.00% | −8,862−23.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 28,887 | $776.0K | 0.01% | −19,514−40.3% | Reduced |
| HighTower Advisors, LLC | 30,368 | $815.4K | 0.00% | −754−2.4% | Reduced |
| SEI Investments Co | 32,377 | $869.1K | 0.00% | −3,567−9.9% | Reduced |
| Algert Global LLC | 33,025 | $886.7K | 0.01% | +33,025 | New |
| Wells Fargo & Company | 33,919 | $910.7K | 0.00% | −37,209−52.3% | Reduced |
| Raymond James Financial Inc | 34,211 | $918.6K | 0.00% | +14,127+70.3% | Added |
| Vestmark Advisory Solutions, Inc. | 34,757 | $933.2K | 0.01% | −8,317−19.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 34,757 | $933.2K | 0.02% | −8,317−19.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 35,077 | $941.8K | 0.15% | +26,612+314.4% | Added |
| Skopos Labs, Inc. | 35,336 | $948.8K | 0.03% | +35,336 | New |
| Roundview Capital LLC | 35,477 | $952.6K | 0.06% | −900−2.5% | Reduced |
| New York State Common Retirement Fund | 36,206 | $972.1K | 0.00% | −50,067−58.0% | Reduced |
| Holocene Advisors, LP | 36,720 | $985.9K | 0.00% | −1,065−2.8% | Reduced |
| Great Lakes Advisors, LLC | 39,389 | $1.06M | 0.01% | −43−0.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 40,218 | $1.08M | 0.01% | +40,218 | New |
| Envestnet Asset Management Inc | 41,598 | $1.12M | 0.00% | +1,665+4.2% | Added |
| Legal & General Group Plc | 41,791 | $1.12M | 0.00% | −9,561−18.6% | Reduced |
| Private Advisor Group, LLC | 42,652 | $1.15M | 0.01% | +82+0.2% | Added |
| Vanguard Asset Management, Ltd | 43,533 | $1.17M | 0.00% | +43,533 | New |
| Campbell & CO Investment Adviser LLC | 43,558 | $1.17M | 0.07% | −32,615−42.8% | Reduced |
| Barclays PLC | 44,383 | $1.19M | 0.00% | −49,780−52.9% | Reduced |
| Taylor Frigon Capital Management LLC | 45,297 | $1.22M | 0.69% | +255+0.6% | Added |
| Susquehanna International Group, LLP | 45,328 | $1.22M | 0.00% | −16,818−27.1% | Reduced |
| Capital Fund Management S.A. | 49,522 | $1.33M | 0.01% | +49,522 | New |
| Chatham Capital Group, Inc. | 49,957 | $1.34M | 0.19% | −920−1.8% | Reduced |
| Balyasny Asset Management LLC | 54,871 | $1.47M | 0.00% | +34,693+171.9% | Added |
| Jump Financial, LLC | 55,100 | $1.48M | 0.02% | +55,100 | New |
| Pathstone Holdings, LLC | 57,253 | $1.54M | 0.01% | +48,211+533.2% | Added |
| Woodard & Co Asset Management Group Inc | 57,645 | $1.55M | 0.25% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 58,533 | $1.57M | 0.04% | +58,533 | New |
| Price T Rowe Associates Inc | 59,348 | $1.59M | 0.00% | +10,742+22.1% | Added |
| ExodusPoint Capital Management, LP | 61,144 | $1.64M | 0.02% | −38,157−38.4% | Reduced |
| First Trust Advisors LP | 62,286 | $1.67M | 0.00% | +43,758+236.2% | Added |
| California State Teachers Retirement System | 63,110 | $1.69M | 0.00% | +16,785+36.2% | Added |
| Rhumbline Advisers | 63,725 | $1.71M | 0.00% | −916−1.4% | Reduced |
| Aquatic Capital Management LLC | 63,867 | $1.71M | 0.05% | +63,867 | New |
| Bridge City Capital, LLC | 65,042 | $1.75M | 0.48% | −25,647−28.3% | Reduced |
| Russell Investments Group, Ltd. | 75,357 | $2.02M | 0.00% | −91,618−54.9% | Reduced |
| Creative Planning | 78,223 | $2.10M | 0.00% | +50,551+182.7% | Added |
| Quantbot Technologies LP | 86,168 | $2.31M | 0.09% | +80,914+1,540.0% | Added |
| Swiss National Bank | 96,800 | $2.60M | 0.00% | +1,000+1.0% | Added |
| Victory Capital Management Inc | 97,335 | $2.61M | 0.00% | +71,313+274.0% | Added |
| GatePass Capital, LLC | 98,163 | $2.64M | 1.28% | +98,163 | New |
| Citadel Advisors LLC | 103,645 | $2.78M | 0.00% | −204,060−66.3% | Reduced |
| Stifel Financial Corp | 107,035 | $2.87M | 0.00% | +2,776+2.7% | Added |
| XTX Topco Ltd | 107,801 | $2.89M | 0.05% | +54,440+102.0% | Added |
| UBS Asset Management Americas Inc | 110,367 | $2.96M | 0.00% | −1,310−1.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 111,590 | $3.08M | 0.01% | +48,107+75.8% | Added |
| SG Americas Securities, LLC | 115,579 | $3.10M | 0.00% | −591,130−83.6% | Reduced |
| Squarepoint Ops LLC | 115,708 | $3.11M | 0.01% | +115,708 | New |