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 |
|---|---|---|---|---|---|
| Swiss National Bank | 104,500 | $3.35M | 0.00% | +7,700+8.0% | Added |
| D. E. Shaw & Co., Inc. | 112,199 | $3.60M | 0.00% | −156,020−58.2% | Reduced |
| Barclays PLC | 114,157 | $3.66M | 0.00% | +69,774+157.2% | Added |
| Summit Creek Advisors LLC | 123,551 | $3.96M | 1.35% | −111,081−47.3% | Reduced |
| Invesco Ltd. | 129,561 | $4.16M | 0.00% | +7,498+6.1% | Added |
| Blair William & Co | 133,891 | $4.30M | 0.01% | −30,783−18.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 116,044 | $4.39M | 0.01% | +4,454+4.0% | Added |
| Two Sigma Investments, LP | 138,434 | $4.44M | 0.00% | −192,251−58.1% | Reduced |
| Prelude Capital Management, LLC | 157,894 | $5.07M | 0.37% | +157,894 | New |
| Cygnus Capital Advisors, LLC | 163,214 | $5.24M | 3.56% | +163,214 | New |
| CI Private Wealth, LLC | 167,780 | $5.38M | 0.01% | +11,515+7.4% | Added |
| Edgestream Partners, L.P. | 167,963 | $5.39M | 0.16% | +33,472+24.9% | Added |
| First Manhattan Co | 170,975 | $5.48M | 0.01% | +10,000+6.2% | Added |
| Clearline Capital LP | 174,345 | $5.59M | 0.36% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 188,621 | $6.05M | 0.00% | +21,834+13.1% | Added |
| First Trust Advisors LP | 189,662 | $6.08M | 0.00% | +127,376+204.5% | Added |
| Creative Planning | 195,084 | $6.26M | 0.00% | +116,861+149.4% | Added |
| Engine Capital Management, LP | 201,998 | $6.48M | 0.63% | +201,998 | New |
| Tudor Investment Corp Et Al | 213,627 | $6.85M | 0.03% | +56,831+36.2% | Added |
| Quantinno Capital Management LP | 218,579 | $7.01M | 0.01% | +43,574+24.9% | Added |
| Bank of America Corp | 224,255 | $7.19M | 0.00% | −205,983−47.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 213,598 | $7.32M | 0.01% | +39,872+23.0% | Added |
| Royal Bank of Canada | 241,840 | $7.76M | 0.00% | −32,358−11.8% | Reduced |
| GatePass Capital, LLC | 258,877 | $8.30M | 3.17% | +160,714+163.7% | Added |
| Russell Investments Group, Ltd. | 278,966 | $8.95M | 0.01% | +203,609+270.2% | Added |
| Geneva Capital Management LLC | 294,044 | $9.43M | 0.22% | −59,094−16.7% | Reduced |
| Vanguard Fiduciary Trust Co | 322,059 | $10.3M | 0.00% | −22,744−6.6% | Reduced |
| Dana Investment Advisors, Inc. | 322,771 | $10.4M | 0.27% | +322,771 | New |
| Loomis Sayles & Co L P | 339,085 | $10.9M | 0.01% | −1,118−0.3% | Reduced |
| Montrusco Bolton Investments Inc. | 342,221 | $11.0M | 0.17% | +2,200+0.6% | Added |
| Hotchkis & Wiley Capital Management LLC | 350,500 | $11.2M | 0.03% | −6,680−1.9% | Reduced |
| Prudential Financial Inc | 411,251 | $13.2M | 0.01% | +53,334+14.9% | Added |
| UBS Group AG | 411,595 | $13.2M | 0.00% | +129,592+46.0% | Added |
| Basswood Capital Management, L.L.C. | 451,259 | $14.5M | 0.62% | +246,597+120.5% | Added |
| Nuveen, LLC | 464,362 | $14.9M | 0.00% | +315,750+212.5% | Added |
| BNP Paribas Arbitrage, SA | 475,961 | $15.3M | 0.01% | −81,896−14.7% | Reduced |
| Waters Parkerson & Co., LLC | 515,707 | $16.5M | 0.82% | −7,335−1.4% | Reduced |
| Allianz Asset Management GmbH | 544,846 | $17.5M | 0.02% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 546,915 | $17.5M | 0.00% | +650.0% | Added |
| Goldman Sachs Group Inc | 588,686 | $18.9M | 0.00% | −97,941−14.3% | Reduced |
| Ameriprise Financial Inc | 591,470 | $19.0M | 0.00% | −9,485−1.6% | Reduced |
| DG Capital Management, LLC | 660,000 | $21.2M | 7.33% | +660,000 | New |
| Charles Schwab Investment Management Inc | 665,870 | $21.4M | 0.00% | +43,603+7.0% | Added |
| Fenimore Asset Management Inc | 681,628 | $21.9M | 0.45% | −594−0.1% | Reduced |
| AQR Capital Management LLC | 709,617 | $22.8M | 0.01% | +463,814+188.7% | Added |
| Northern Trust Corp | 711,168 | $22.8M | 0.00% | −57,835−7.5% | Reduced |
| Silvercrest Asset Management Group LLC | 736,320 | $23.6M | 0.15% | +156,723+27.0% | Added |
| Boston Partners | 778,451 | $25.7M | 0.02% | +217,051+38.7% | Added |
| Royce & Associates LP | 992,770 | $31.8M | 0.26% | +166,908+20.2% | Added |
| BloombergSen Inc. | 1,068,306 | $34.3M | 3.83% | +74,277+7.5% | Added |
| P2 Capital Partners, LLC | 1,136,974 | $36.5M | 14.85% | −3,700−0.3% | Reduced |
| State Street Corp | 1,244,553 | $39.9M | 0.00% | +92,844+8.1% | Added |
| Geode Capital Management, LLC | 1,257,357 | $40.3M | 0.00% | +97,978+8.5% | Added |
| Morgan Stanley | 1,492,737 | $47.9M | 0.00% | −515,888−25.7% | Reduced |
| Vanguard Portfolio Management LLC | 2,253,744 | $72.3M | 0.00% | +180,920+8.7% | Added |
| Vanguard Capital Management LLC | 2,259,967 | $72.5M | 0.00% | +113,380+5.3% | Added |
| 22C Capital LLC | 3,202,267 | $102.7M | 100.00% | 00.0% | Unchanged |
| Bank of Montreal | 3,453,723 | $110.8M | 0.04% | −54,182−1.5% | Reduced |
| BlackRock, Inc. | 4,971,786 | $159.5M | 0.00% | +1,159,861+30.4% | Added |
| FMR LLC | 8,047,282 | $258.2M | 0.01% | +536,239+7.1% | Added |
| Sunriver Management LLC | 0 | $0 | 0.00% | −968,631−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −464,648−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −429,664−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −399,920−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −310,838−100.0% | Sold out |
| WCM Investment Management, LLC | 0 | $0 | 0.00% | −183,268−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −115,708−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −63,867−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −61,144−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −58,533−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −40,218−100.0% | Sold out |
| Teachers Retirement System of the State of Kentucky | 0 | $0 | 0.00% | −28,887−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −28,654−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −27,001−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −26,652−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −24,002−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −22,483−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −18,203−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −16,706−100.0% | Sold out |
| Equitable Trust Co | 0 | $0 | 0.00% | −15,803−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −15,454−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −13,303−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −12,028−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −10,988−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −10,278−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −9,581−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −8,328−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −7,624−100.0% | Sold out |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −7,570−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −7,476−100.0% | Sold out |
| Commerce Bank | 0 | $0 | 0.00% | −7,457−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −4,284−100.0% | Sold out |
| Nomura Asset Management Co Ltd | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −1,005−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −913−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −905−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −461−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −439−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −195−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −114−100.0% | Sold out |