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 |
|---|---|---|---|---|---|
| Everence Capital Management Inc | 7,686 | $247.0K | 0.01% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 7,771 | $249.3K | 0.00% | +7,771 | New |
| Pictet Asset Management Holding SA | 8,047 | $258.1K | 0.00% | 00.0% | Unchanged |
| Lighthouse Investment Partners, LLC | 8,059 | $258.5K | 0.01% | +8,059 | New |
| Clear Wave Wealth Management LLC | 8,133 | $260.9K | 0.06% | 00.0% | Unchanged |
| Forum Private Client Group LLC | 8,219 | $263.7K | 0.08% | +8,219 | New |
| Valtinson Bruner Financial Planning LLC | 8,517 | $273.2K | 0.07% | −161−1.9% | Reduced |
| Teacher Retirement System of Texas | 8,613 | $276.3K | 0.00% | +8,613 | New |
| SummitTX Capital, L.P. | 8,773 | $281.4K | 0.01% | +8,773 | New |
| Swiss Life Asset Management Ltd | 8,965 | $287.6K | 0.00% | +8,965 | New |
| Voya Investment Management LLC | 9,490 | $304.4K | 0.00% | +778+8.9% | Added |
| STRS Ohio | 9,600 | $308.0K | 0.00% | +9,600 | New |
| Smith & Howard Wealth Management, LLC | 9,616 | $308.5K | 0.06% | 00.0% | Unchanged |
| RBF Capital, LLC | 10,000 | $320.8K | 0.01% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 10,012 | $321.2K | 0.01% | +451+4.7% | Added |
| Legato Capital Management LLC | 10,359 | $332.3K | 0.03% | 00.0% | Unchanged |
| Norden Group LLC | 10,625 | $340.8K | 0.03% | +10,625 | New |
| Bridgewater Associates, LP | 11,093 | $355.9K | 0.00% | +11,093 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,276 | $361.7K | 0.00% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 11,498 | $368.9K | 0.01% | +1,019+9.7% | Added |
| Vanguard Investments Australia, Ltd. | 11,653 | $373.8K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 12,093 | $387.9K | 0.01% | +129+1.1% | Added |
| Allstate Corp | 12,124 | $388.9K | 0.00% | +12,124 | New |
| KLP Kapitalforvaltning AS | 12,400 | $397.8K | 0.00% | −3,900−23.9% | Reduced |
| Intech Investment Management LLC | 12,680 | $406.8K | 0.00% | +169+1.4% | Added |
| Captrust Financial Advisors | 12,890 | $413.5K | 0.00% | +12,890 | New |
| Dodds Wealth, LLC | 13,542 | $434.4K | 0.10% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 13,619 | $436.9K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 13,900 | $446.0K | 0.00% | −262,100−95.0% | Reduced |
| Chicago Wealth Management, Inc. | 14,000 | $449.1K | 0.16% | 00.0% | Unchanged |
| Helium Advisors LLC | 14,300 | $458.7K | 0.38% | +4,500+45.9% | Added |
| Arizona State Retirement System | 14,369 | $461.0K | 0.00% | +891+6.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 14,529 | $466.1K | 0.00% | +1,435+11.0% | Added |
| United Capital Financial Advisers, LLC | 15,314 | $491.3K | 0.00% | +342+2.3% | Added |
| Jump Financial, LLC | 15,792 | $506.6K | 0.00% | −39,308−71.3% | Reduced |
| LPL Financial LLC | 15,969 | $512.3K | 0.00% | −12,891−44.7% | Reduced |
| Letson Investment Management, Inc. | 16,020 | $513.9K | 0.19% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 17,180 | $551.1K | 0.01% | −177,848−91.2% | Reduced |
| Callan Family Office, LLC | 18,553 | $595.2K | 0.01% | +1,459+8.5% | Added |
| Raymond James Financial Inc | 19,611 | $629.1K | 0.00% | −14,600−42.7% | Reduced |
| Citizens Financial Group Inc | 19,926 | $639.2K | 0.01% | +19,926 | New |
| Quadrature Capital Ltd | 19,970 | $640.6K | 0.01% | +19,970 | New |
| CWM Advisors, LLC | 21,026 | $674.5K | 0.03% | +1,822+9.5% | Added |
| Jupiter Topco LLC | 21,663 | $695.1K | 0.00% | +21,663 | New |
| SEI Investments Co | 22,143 | $710.2K | 0.00% | −10,234−31.6% | Reduced |
| Commonwealth Equity Services, LLC | 22,201 | $712.2K | 0.00% | +1,339+6.4% | Added |
| Vestmark Advisory Solutions, Inc. | 22,866 | $733.5K | 0.01% | −11,891−34.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 23,059 | $739.7K | 0.01% | −11,698−33.7% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 23,315 | $747.9K | 0.07% | +100+0.4% | Added |
| Janney Montgomery Scott LLC | 24,058 | $772.0K | 0.00% | +24,058 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 24,113 | $773.9K | 0.00% | +75+0.3% | Added |
| Manufacturers Life Insurance Company, The | 24,139 | $774.4K | 0.00% | +1,882+8.5% | Added |
| Dynamic Technology Lab Private Ltd | 24,235 | $777.0K | 0.17% | −10,842−30.9% | Reduced |
| Franklin Resources Inc | 25,368 | $813.8K | 0.00% | +1,472+6.2% | Added |
| Vanguard Global Advisers, LLC | 26,286 | $843.3K | 0.00% | −42−0.2% | Reduced |
| Pathstone Holdings, LLC | 26,554 | $851.9K | 0.00% | −30,699−53.6% | Reduced |
| JustInvest LLC | 26,683 | $856.0K | 0.01% | +6,611+32.9% | Added |
| Citigroup Inc | 27,103 | $869.5K | 0.00% | +21,706+402.2% | Added |
| MetLife Investment Management | 28,865 | $926.0K | 0.00% | +1,271+4.6% | Added |
| Bleakley Financial Group, LLC | 30,126 | $966.4K | 0.01% | +16,772+125.6% | Added |
| HighTower Advisors, LLC | 30,581 | $981.0K | 0.00% | +213+0.7% | Added |
| Cerity Partners LLC | 33,623 | $1.08M | 0.00% | +21,545+178.4% | Added |
| Capital Fund Management S.A. | 33,908 | $1.09M | 0.01% | −15,614−31.5% | Reduced |
| Citadel Advisors LLC | 34,235 | $1.10M | 0.00% | −69,410−67.0% | Reduced |
| Gotham Asset Management, LLC | 34,530 | $1.11M | 0.00% | +10,825+45.7% | Added |
| Mercer Global Advisors Inc | 34,561 | $1.11M | 0.00% | +19,681+132.3% | Added |
| Roundview Capital LLC | 34,577 | $1.11M | 0.06% | −900−2.5% | Reduced |
| Great Lakes Advisors, LLC | 35,586 | $1.14M | 0.01% | −3,803−9.7% | Reduced |
| New York State Common Retirement Fund | 36,206 | $1.16M | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 37,832 | $1.21M | 0.00% | −17,039−31.1% | Reduced |
| Mariner, LLC | 39,879 | $1.28M | 0.00% | +39,879 | New |
| SG Americas Securities, LLC | 40,414 | $1.30M | 0.00% | −75,165−65.0% | Reduced |
| Envestnet Asset Management Inc | 41,544 | $1.33M | 0.00% | −54−0.1% | Reduced |
| HSBC Holdings PLC | 41,460 | $1.34M | 0.00% | +41,460 | New |
| Private Advisor Group, LLC | 42,652 | $1.37M | 0.01% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 51,816 | $1.39M | 0.00% | −850,157−94.3% | Reduced |
| Legal & General Group Plc | 45,973 | $1.47M | 0.00% | +4,182+10.0% | Added |
| Holocene Advisors, LP | 47,794 | $1.53M | 0.00% | +11,074+30.2% | Added |
| JPMorgan Chase & Co | 47,098 | $1.59M | 0.00% | −176,891−79.0% | Reduced |
| Vanguard Asset Management, Ltd | 50,681 | $1.63M | 0.00% | +7,148+16.4% | Added |
| Woodard & Co Asset Management Group Inc | 57,645 | $1.85M | 0.27% | 00.0% | Unchanged |
| Deutsche Bank AG | 57,708 | $1.85M | 0.00% | −114,599−66.5% | Reduced |
| Chatham Capital Group, Inc. | 59,773 | $1.92M | 0.24% | +9,816+19.6% | Added |
| California State Teachers Retirement System | 61,549 | $1.97M | 0.00% | −1,561−2.5% | Reduced |
| Bridge City Capital, LLC | 63,792 | $2.05M | 0.47% | −1,250−1.9% | Reduced |
| XTX Topco Ltd | 66,593 | $2.14M | 0.03% | −41,208−38.2% | Reduced |
| Wells Fargo & Company | 66,909 | $2.15M | 0.00% | +32,990+97.3% | Added |
| Rhumbline Advisers | 68,115 | $2.19M | 0.00% | +4,390+6.9% | Added |
| Price T Rowe Associates Inc | 68,871 | $2.21M | 0.00% | +9,523+16.0% | Added |
| Picton Mahoney Asset Management | 72,912 | $2.34M | 0.02% | +72,912 | New |
| Taylor Frigon Capital Management LLC | 74,318 | $2.38M | 1.12% | +29,021+64.1% | Added |
| Marshall Wace, LLP | 74,383 | $2.39M | 0.00% | +54,361+271.5% | Added |
| Algert Global LLC | 74,865 | $2.40M | 0.03% | +41,840+126.7% | Added |
| Susquehanna International Group, LLP | 85,788 | $2.75M | 0.00% | +40,460+89.3% | Added |
| Trexquant Investment LP | 89,401 | $2.87M | 0.02% | −245,796−73.3% | Reduced |
| UBS Asset Management Americas Inc | 94,392 | $3.03M | 0.00% | −15,975−14.5% | Reduced |
| Qube Research & Technologies Ltd | 96,649 | $3.10M | 0.00% | −414,364−81.1% | Reduced |
| Federated Hermes, Inc. | 100,099 | $3.21M | 0.00% | +100,099 | New |
| Victory Capital Management Inc | 103,788 | $3.33M | 0.00% | +6,453+6.6% | Added |
| Stifel Financial Corp | 104,161 | $3.34M | 0.00% | −2,874−2.7% | Reduced |