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, Q2 2026
Institutional positions in CBIZ, Inc. as of Jun 30, 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
- 260
- 0 vs. Q1 2026
- Shares held
- 51.2M
- −1.08M (−2.1%) vs. Q1 2026
- Total value
- $1.64B
- +$218.9M (+15.4%) vs. Q1 2026
- New holders
- 45
- 104 more added
- Sold out
- 45
- 66 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding CBIZ, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bessemer Group Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 5 | $160 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 8 | $257 | 0.00% | +6+300.0% | Added |
| Caitong International Asset Management Co., Ltd | 11 | $353 | 0.00% | −89−89.0% | Reduced |
| GWM Advisors LLC | 12 | $385 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 15 | $481 | 0.00% | +2+15.4% | Added |
| Rialto Wealth Management, LLC | 19 | $610 | 0.00% | +19 | New |
| Manchester Capital Management LLC | 22 | $706 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 24 | $770 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 31 | $994 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 32 | $1.03K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 34 | $1.09K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 35 | $1.12K | 0.00% | +35 | New |
| Whittier Trust Co of Nevada Inc | 43 | $1.59K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 40 | $1.61K | 0.00% | +28+233.3% | Added |
| IFP Advisors, Inc | 51 | $1.64K | 0.00% | +32+168.4% | Added |
| JPL Wealth Management, LLC | 54 | $1.73K | 0.00% | +10+22.7% | Added |
| SJS Investment Consulting Inc. | 55 | $1.76K | 0.00% | +49+816.7% | Added |
| Wealth Enhancement Trust Services, Inc. | 59 | $1.89K | 0.00% | +59 | New |
| Kilter Group LLC | 69 | $2.21K | 0.00% | −34−33.0% | Reduced |
| Bell Investment Advisors, Inc | 75 | $2.41K | 0.00% | +20+36.4% | Added |
| Avion Wealth | 113 | $3.00K | 0.00% | +26+29.9% | Added |
| Silver Grove Financial Group, Inc. | 97 | $3.11K | 0.00% | +97 | New |
| Central Trust Co | 108 | $3.46K | 0.00% | −66−37.9% | Reduced |
| True Wealth Design, LLC | 114 | $3.66K | 0.00% | +114 | New |
| Brown Brothers Harriman & Co | 117 | $3.75K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 144 | $4.62K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 162 | $5.20K | 0.00% | +162 | New |
| Private Wealth Management Group, LLC | 168 | $5.39K | 0.00% | +19+12.8% | Added |
| Optiver Holding B.V. | 174 | $5.58K | 0.00% | −30−14.7% | Reduced |
| Bare Financial Services, Inc | 186 | $5.97K | 0.00% | +162+675.0% | Added |
| Global Retirement Partners, LLC | 196 | $6.29K | 0.00% | +196 | New |
| J.Safra Asset Management Corp | 215 | $6.90K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 220 | $7.06K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 232 | $7.44K | 0.00% | −93−28.6% | Reduced |
| South State Corp. | 265 | $8.50K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 267 | $8.56K | 0.00% | +103+62.8% | Added |
| Quantbot Technologies LP | 302 | $9.69K | 0.00% | −85,866−99.6% | Reduced |
| Nvest Wealth Strategies, Inc. | 325 | $10.4K | 0.01% | +200+160.0% | Added |
| Harbor Capital Advisors, Inc. | 346 | $11.0K | 0.00% | −3−0.9% | Reduced |
| Essential Partners LLC | 370 | $11.9K | 0.01% | +205+124.2% | Added |
| Owl Creek Wealth Partners LLC | 390 | $12.5K | 0.00% | +380+3,800.0% | Added |
| Parallel Advisors, LLC | 488 | $15.7K | 0.00% | +246+101.7% | Added |
| Ancora Advisors, LLC | 500 | $16.0K | 0.00% | 00.0% | Unchanged |
| Trust Co | 500 | $16.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 514 | $16.5K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 530 | $17.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 726 | $23.5K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 852 | $27.3K | 0.00% | +811+1,978.0% | Added |
| Fortis Group Advisors, LLC | 875 | $28.1K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 932 | $29.9K | 0.00% | +119+14.6% | Added |
| Farther Finance Advisors, LLC | 959 | $30.9K | 0.00% | +59+6.6% | Added |
| Public Employees Retirement System of Ohio | 975 | $31.3K | 0.00% | −138,865−99.3% | Reduced |
| Sterling Capital Management LLC | 992 | $31.8K | 0.00% | +674+211.9% | Added |
| Raffa Wealth Management, LLC | 1,180 | $37.9K | 0.00% | +1,180 | New |
| Montgomery Financial Services LLC | 1,492 | $47.9K | 0.04% | +1,492 | New |
| KBC Group NV | 1,611 | $52.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,629 | $52.3K | 0.00% | +252+18.3% | Added |
| Trust Co of Vermont | 1,650 | $52.9K | 0.00% | +1,650 | New |
| Nykredit A/S | 1,720 | $55.2K | 0.00% | +1,720 | New |
| GAMMA Investing LLC | 1,916 | $61.5K | 0.00% | +640+50.2% | Added |
| Covestor Ltd | 1,959 | $63.0K | 0.04% | +1,815+1,260.4% | Added |
| US Bancorp | 2,071 | $66.4K | 0.00% | +702+51.3% | Added |
| EverSource Wealth Advisors, LLC | 2,294 | $73.6K | 0.00% | +782+51.7% | Added |
| Advisor Group Holdings, Inc. | 2,329 | $74.7K | 0.00% | +348+17.6% | Added |
| Nisa Investment Advisors, LLC | 2,330 | $74.7K | 0.00% | +228+10.8% | Added |
| GW&K Investment Management, LLC | 2,326 | $75.0K | 0.00% | −475,941−99.5% | Reduced |
| Huntington National Bank | 2,434 | $78.1K | 0.00% | −197−7.5% | Reduced |
| DekaBank Deutsche Girozentrale | 3,040 | $80.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,541 | $81.5K | 0.00% | +1,282+101.8% | Added |
| Allworth Financial LP | 2,568 | $82.4K | 0.00% | +1,666+184.7% | Added |
| Fulcrum Asset Management LLP | 2,815 | $91.0K | 0.01% | +2,815 | New |
| The PNC Financial Services Group, Inc. | 3,404 | $109.2K | 0.00% | −1,136−25.0% | Reduced |
| Ensign Peak Advisors, Inc | 3,448 | $110.6K | 0.00% | −500−12.7% | Reduced |
| Versant Capital Management, Inc | 3,495 | $112.1K | 0.01% | +473+15.7% | Added |
| State of Alaska, Department of Revenue | 3,540 | $113.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,537 | $113.5K | 0.00% | −334−8.6% | Reduced |
| SRS Capital Advisors, Inc. | 3,849 | $123.5K | 0.00% | +3,426+809.9% | Added |
| Jones Financial Companies LLLP | 3,936 | $124.2K | 0.00% | +527+15.5% | Added |
| CBIZ Investment Advisory Services, LLC | 4,710 | $126.5K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 3,988 | $127.9K | 0.00% | +3,988 | New |
| Ameritas Investment Partners, Inc. | 4,466 | $143.3K | 0.00% | +338+8.2% | Added |
| Public Employees Retirement Association of Colorado | 4,742 | $152.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 5,820 | $186.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 6,225 | $199.7K | 0.01% | −5,871−48.5% | Reduced |
| American Century Companies Inc | 6,292 | $201.8K | 0.00% | +6,292 | New |
| Fifth Third Bancorp | 6,332 | $203.1K | 0.00% | −193−3.0% | Reduced |
| ProShare Advisors LLC | 6,444 | $206.7K | 0.00% | +6,444 | New |
| Gsa Capital Partners LLP | 6,494 | $208.0K | 0.01% | −10,090−60.8% | Reduced |
| Inscription Capital, LLC | 6,517 | $209.1K | 0.02% | +6,517 | New |
| Neuberger Berman Group LLC | 6,558 | $210.4K | 0.00% | +6,558 | New |
| Simplex Trading, LLC | 6,886 | $220.9K | 0.01% | +199+3.0% | Added |
| Cetera Investment Advisers | 6,961 | $223.3K | 0.00% | +6,961 | New |
| HHM Wealth Advisors, LLC | 7,000 | $224.6K | 0.02% | +3,000+75.0% | Added |
| Merit Financial Group, LLC | 7,005 | $224.7K | 0.00% | +7,005 | New |
| State of Wisconsin Investment Board | 7,020 | $225.2K | 0.00% | +7,020 | New |
| Campbell & CO Investment Adviser LLC | 7,168 | $229.9K | 0.01% | −36,390−83.5% | Reduced |
| Vise Technologies, Inc. | 7,177 | $230.2K | 0.00% | +7,177 | New |
| Larson Financial Group LLC | 7,190 | $230.7K | 0.01% | +2,788+63.3% | Added |
| Kestra Advisory Services, LLC | 7,509 | $240.9K | 0.00% | 00.0% | Unchanged |