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 |
|---|---|---|---|---|---|
| GAMMA Investing LLC | 1,276 | $34.3K | 0.00% | +988+343.1% | Added |
| Signaturefd, LLC | 1,259 | $33.8K | 0.00% | +642+104.1% | Added |
| Nomura Asset Management Co Ltd | 1,100 | $29.5K | 0.00% | +1,100 | New |
| Johnson Financial Group, Inc. | 1,005 | $27.0K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 913 | $24.5K | 0.00% | +913 | New |
| Assetmark, Inc | 905 | $24.3K | 0.00% | −4−0.4% | Reduced |
| Allworth Financial LP | 902 | $24.2K | 0.00% | +893+9,922.2% | Added |
| Farther Finance Advisors, LLC | 900 | $23.8K | 0.00% | +807+867.7% | Added |
| Fortis Group Advisors, LLC | 875 | $23.5K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 813 | $21.8K | 0.00% | +175+27.4% | Added |
| Smartleaf Asset Management LLC | 726 | $19.6K | 0.00% | +161+28.5% | Added |
| Keating Financial Advisory Services, Inc. | 530 | $14.2K | 0.00% | +30+6.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 514 | $13.8K | 0.00% | −140−21.4% | Reduced |
| Ancora Advisors, LLC | 500 | $13.4K | 0.00% | 00.0% | Unchanged |
| Trust Co | 500 | $13.4K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 461 | $12.4K | 0.00% | −47−9.3% | Reduced |
| MAI Capital Management | 439 | $11.8K | 0.00% | −1,424−76.4% | Reduced |
| SRS Capital Advisors, Inc. | 423 | $11.4K | 0.00% | +127+42.9% | Added |
| Harbor Capital Advisors, Inc. | 349 | $9.00K | 0.00% | +247+242.2% | Added |
| Rockefeller Capital Management L.P. | 325 | $8.73K | 0.00% | −343−51.3% | Reduced |
| Sterling Capital Management LLC | 318 | $8.54K | 0.00% | −22,861−98.6% | Reduced |
| South State Corp. | 265 | $7.12K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 242 | $6.50K | 0.00% | +181+296.7% | Added |
| Los Angeles Capital Management LLC | 220 | $5.91K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 215 | $5.77K | 0.00% | +165+330.0% | Added |
| Optiver Holding B.V. | 204 | $5.48K | 0.00% | −22−9.7% | Reduced |
| Mather Group, LLC. | 195 | $5.24K | 0.00% | +195 | New |
| Central Trust Co | 174 | $4.67K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 165 | $4.43K | 0.00% | +157+1,962.5% | Added |
| Rothschild Investment LLC | 164 | $4.40K | 0.00% | +115+234.7% | Added |
| Private Wealth Management Group, LLC | 149 | $4.00K | 0.00% | +149 | New |
| Covestor Ltd | 144 | $4.00K | 0.00% | +142+7,100.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 144 | $3.87K | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 125 | $3.36K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 117 | $3.14K | 0.00% | −19−14.0% | Reduced |
| Advisory Services Network, LLC | 114 | $3.06K | 0.00% | +114 | New |
| National Bank of Canada | 111 | $2.98K | 0.00% | +111 | New |
| Kilter Group LLC | 103 | $2.77K | 0.00% | +65+171.1% | Added |
| Caitong International Asset Management Co., Ltd | 100 | $2.69K | 0.00% | +95+1,900.0% | Added |
| Avion Wealth | 87 | $2.00K | 0.00% | +87 | New |
| Bell Investment Advisors, Inc | 55 | $1.48K | 0.00% | +44+400.0% | Added |
| Whittier Trust Co of Nevada Inc | 43 | $1.22K | 0.00% | +43 | New |
| WealthCollab, LLC | 45 | $1.21K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 44 | $1.18K | 0.00% | +44 | New |
| Northwestern Mutual Wealth Management Co | 41 | $1.10K | 0.00% | −13,208−99.7% | Reduced |
| Investors Portfolio Services LLC | 34 | $950 | 0.00% | +34 | New |
| Harbour Investments, Inc. | 32 | $859 | 0.00% | +7+28.0% | Added |
| Ronald Blue Trust, Inc. | 31 | $832 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 30 | $806 | 0.00% | +24+400.0% | Added |
| Torren Management, LLC | 24 | $644 | 0.00% | −931−97.5% | Reduced |
| Bare Financial Services, Inc | 24 | $644 | 0.00% | +7+41.2% | Added |
| Manchester Capital Management LLC | 22 | $591 | 0.00% | +22 | New |
| Innovative Asset Advisors Group, LLC | 20 | $537 | 0.00% | +20 | New |
| IFP Advisors, Inc | 19 | $510 | 0.00% | +18+1,800.0% | Added |
| Cornerstone Planning Group LLC | 12 | $376 | 0.00% | +12 | New |
| Bruce G. Allen Investments, LLC | 13 | $349 | 0.00% | +13 | New |
| GWM Advisors LLC | 12 | $322 | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 10 | $269 | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 6 | $162 | 0.00% | +5+500.0% | Added |
| SBI Securities Co., Ltd. | 5 | $134 | 0.00% | −82−94.3% | Reduced |
| Hughes Financial Services, LLC | 2 | $54 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 1 | $29 | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 2 | $0 | 0.00% | −193−99.0% | Reduced |
| Capital Research Global Investors | 0 | $0 | 0.00% | −2,914,541−100.0% | Sold out |
| Durable Capital Partners LP | 0 | $0 | 0.00% | −1,631,969−100.0% | Sold out |
| Capital World Investors | 0 | $0 | 0.00% | −919,902−100.0% | Sold out |
| Premier Fund Managers Ltd | 0 | $0 | 0.00% | −614,524−100.0% | Sold out |
| Granite Investment Partners, LLC | 0 | $0 | 0.00% | −302,969−100.0% | Sold out |
| Nomura Asset Management International Inc. | 0 | $0 | 0.00% | −228,952−100.0% | Sold out |
| Neumeier Poma Investment Counsel LLC | 0 | $0 | 0.00% | −101,585−100.0% | Sold out |
| Mawer Investment Management Ltd. | 0 | $0 | 0.00% | −97,223−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −66,761−100.0% | Sold out |
| King Luther Capital Management Corp | 0 | $0 | 0.00% | −52,947−100.0% | Sold out |
| Pacific Capital Partners Ltd | 0 | $0 | 0.00% | −43,750−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −43,051−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −35,584−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −31,849−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −27,466−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −26,645−100.0% | Sold out |
| Anchor Capital Advisors LLC | 0 | $0 | 0.00% | −19,632−100.0% | Sold out |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −19,015−100.0% | Sold out |
| First Eagle Investment Management, LLC | 0 | $0 | 0.00% | −11,908−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −11,728−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −11,155−100.0% | Sold out |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0 | $0 | 0.00% | −10,997−100.0% | Sold out |
| Bancreek Capital Management, LP | 0 | $0 | 0.00% | −9,647−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −9,032−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −9,009−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −8,569−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −8,198−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −7,563−100.0% | Sold out |
| Fiduciary Trust Co | 0 | $0 | 0.00% | −6,570−100.0% | Sold out |
| First National Bank of Omaha | 0 | $0 | 0.00% | −5,966−100.0% | Sold out |
| Invst, LLC | 0 | $0 | 0.00% | −5,829−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −5,825−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −5,603−100.0% | Sold out |
| Yarbrough Capital, LLC | 0 | $0 | 0.00% | −5,462−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −5,445−100.0% | Sold out |
| Optimize Financial Inc | 0 | $0 | 0.00% | −5,372−100.0% | Sold out |
| Ifrah Financial Services, Inc. | 0 | $0 | 0.00% | −5,155−100.0% | Sold out |