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 | 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, 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 |
|---|---|---|---|---|---|
| Bleakley Financial Group, LLC | 30,126 | $966.4K | 0.01% | +16,772+125.6% | Added |
| MetLife Investment Management | 28,865 | $926.0K | 0.00% | +1,271+4.6% | Added |
| Citigroup Inc | 27,103 | $869.5K | 0.00% | +21,706+402.2% | Added |
| JustInvest LLC | 26,683 | $856.0K | 0.01% | +6,611+32.9% | Added |
| Pathstone Holdings, LLC | 26,554 | $851.9K | 0.00% | −30,699−53.6% | Reduced |
| Vanguard Global Advisers, LLC | 26,286 | $843.3K | 0.00% | −42−0.2% | Reduced |
| Franklin Resources Inc | 25,368 | $813.8K | 0.00% | +1,472+6.2% | Added |
| Dynamic Technology Lab Private Ltd | 24,235 | $777.0K | 0.17% | −10,842−30.9% | Reduced |
| Manufacturers Life Insurance Company, The | 24,139 | $774.4K | 0.00% | +1,882+8.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 24,113 | $773.9K | 0.00% | +75+0.3% | Added |
| Janney Montgomery Scott LLC | 24,058 | $772.0K | 0.00% | +24,058 | New |
| Schneider Downs Wealth Management Advisors, LP | 23,315 | $747.9K | 0.07% | +100+0.4% | Added |
| Mount Yale Investment Advisors, LLC | 23,059 | $739.7K | 0.01% | −11,698−33.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 22,866 | $733.5K | 0.01% | −11,891−34.2% | Reduced |
| Commonwealth Equity Services, LLC | 22,201 | $712.2K | 0.00% | +1,339+6.4% | Added |
| SEI Investments Co | 22,143 | $710.2K | 0.00% | −10,234−31.6% | Reduced |
| Jupiter Topco LLC | 21,663 | $695.1K | 0.00% | +21,663 | New |
| CWM Advisors, LLC | 21,026 | $674.5K | 0.03% | +1,822+9.5% | Added |
| Quadrature Capital Ltd | 19,970 | $640.6K | 0.01% | +19,970 | New |
| Citizens Financial Group Inc | 19,926 | $639.2K | 0.01% | +19,926 | New |
| Raymond James Financial Inc | 19,611 | $629.1K | 0.00% | −14,600−42.7% | Reduced |
| Callan Family Office, LLC | 18,553 | $595.2K | 0.01% | +1,459+8.5% | Added |
| Engineers Gate Manager LP | 17,180 | $551.1K | 0.01% | −177,848−91.2% | Reduced |
| Letson Investment Management, Inc. | 16,020 | $513.9K | 0.19% | 00.0% | Unchanged |
| LPL Financial LLC | 15,969 | $512.3K | 0.00% | −12,891−44.7% | Reduced |
| Jump Financial, LLC | 15,792 | $506.6K | 0.00% | −39,308−71.3% | Reduced |
| United Capital Financial Advisers, LLC | 15,314 | $491.3K | 0.00% | +342+2.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 14,529 | $466.1K | 0.00% | +1,435+11.0% | Added |
| Arizona State Retirement System | 14,369 | $461.0K | 0.00% | +891+6.6% | Added |
| Helium Advisors LLC | 14,300 | $458.7K | 0.38% | +4,500+45.9% | Added |
| Chicago Wealth Management, Inc. | 14,000 | $449.1K | 0.16% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 13,900 | $446.0K | 0.00% | −262,100−95.0% | Reduced |
| State Board of Administration of Florida Retirement System | 13,619 | $436.9K | 0.00% | 00.0% | Unchanged |
| Dodds Wealth, LLC | 13,542 | $434.4K | 0.10% | 00.0% | Unchanged |
| Captrust Financial Advisors | 12,890 | $413.5K | 0.00% | +12,890 | New |
| Intech Investment Management LLC | 12,680 | $406.8K | 0.00% | +169+1.4% | Added |
| KLP Kapitalforvaltning AS | 12,400 | $397.8K | 0.00% | −3,900−23.9% | Reduced |
| Allstate Corp | 12,124 | $388.9K | 0.00% | +12,124 | New |
| Quadrant Capital Group LLC | 12,093 | $387.9K | 0.01% | +129+1.1% | Added |
| Vanguard Investments Australia, Ltd. | 11,653 | $373.8K | 0.00% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 11,498 | $368.9K | 0.01% | +1,019+9.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,276 | $361.7K | 0.00% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 11,093 | $355.9K | 0.00% | +11,093 | New |
| Norden Group LLC | 10,625 | $340.8K | 0.03% | +10,625 | New |
| Legato Capital Management LLC | 10,359 | $332.3K | 0.03% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 10,012 | $321.2K | 0.01% | +451+4.7% | Added |
| RBF Capital, LLC | 10,000 | $320.8K | 0.01% | 00.0% | Unchanged |
| Smith & Howard Wealth Management, LLC | 9,616 | $308.5K | 0.06% | 00.0% | Unchanged |
| STRS Ohio | 9,600 | $308.0K | 0.00% | +9,600 | New |
| Voya Investment Management LLC | 9,490 | $304.4K | 0.00% | +778+8.9% | Added |
| Swiss Life Asset Management Ltd | 8,965 | $287.6K | 0.00% | +8,965 | New |
| SummitTX Capital, L.P. | 8,773 | $281.4K | 0.01% | +8,773 | New |
| Teacher Retirement System of Texas | 8,613 | $276.3K | 0.00% | +8,613 | New |
| Valtinson Bruner Financial Planning LLC | 8,517 | $273.2K | 0.07% | −161−1.9% | Reduced |
| Forum Private Client Group LLC | 8,219 | $263.7K | 0.08% | +8,219 | New |
| Clear Wave Wealth Management LLC | 8,133 | $260.9K | 0.06% | 00.0% | Unchanged |
| Lighthouse Investment Partners, LLC | 8,059 | $258.5K | 0.01% | +8,059 | New |
| Pictet Asset Management Holding SA | 8,047 | $258.1K | 0.00% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 7,771 | $249.3K | 0.00% | +7,771 | New |
| Everence Capital Management Inc | 7,686 | $247.0K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 7,509 | $240.9K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 7,190 | $230.7K | 0.01% | +2,788+63.3% | Added |
| Vise Technologies, Inc. | 7,177 | $230.2K | 0.00% | +7,177 | New |
| Campbell & CO Investment Adviser LLC | 7,168 | $229.9K | 0.01% | −36,390−83.5% | Reduced |
| State of Wisconsin Investment Board | 7,020 | $225.2K | 0.00% | +7,020 | New |
| Merit Financial Group, LLC | 7,005 | $224.7K | 0.00% | +7,005 | New |
| HHM Wealth Advisors, LLC | 7,000 | $224.6K | 0.02% | +3,000+75.0% | Added |
| Cetera Investment Advisers | 6,961 | $223.3K | 0.00% | +6,961 | New |
| Simplex Trading, LLC | 6,886 | $220.9K | 0.01% | +199+3.0% | Added |
| Neuberger Berman Group LLC | 6,558 | $210.4K | 0.00% | +6,558 | New |
| Inscription Capital, LLC | 6,517 | $209.1K | 0.02% | +6,517 | New |
| Gsa Capital Partners LLP | 6,494 | $208.0K | 0.01% | −10,090−60.8% | Reduced |
| ProShare Advisors LLC | 6,444 | $206.7K | 0.00% | +6,444 | New |
| Fifth Third Bancorp | 6,332 | $203.1K | 0.00% | −193−3.0% | Reduced |
| American Century Companies Inc | 6,292 | $201.8K | 0.00% | +6,292 | New |
| Zions Bancorporation, National Association | 6,225 | $199.7K | 0.01% | −5,871−48.5% | Reduced |
| Great West Life Assurance Co | 5,820 | $186.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 4,742 | $152.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,466 | $143.3K | 0.00% | +338+8.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 3,988 | $127.9K | 0.00% | +3,988 | New |
| CBIZ Investment Advisory Services, LLC | 4,710 | $126.5K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,936 | $124.2K | 0.00% | +527+15.5% | Added |
| SRS Capital Advisors, Inc. | 3,849 | $123.5K | 0.00% | +3,426+809.9% | Added |
| Tower Research Capital LLC (TRC) | 3,537 | $113.5K | 0.00% | −334−8.6% | Reduced |
| State of Alaska, Department of Revenue | 3,540 | $113.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3,495 | $112.1K | 0.01% | +473+15.7% | Added |
| Ensign Peak Advisors, Inc | 3,448 | $110.6K | 0.00% | −500−12.7% | Reduced |
| The PNC Financial Services Group, Inc. | 3,404 | $109.2K | 0.00% | −1,136−25.0% | Reduced |
| Fulcrum Asset Management LLP | 2,815 | $91.0K | 0.01% | +2,815 | New |
| Allworth Financial LP | 2,568 | $82.4K | 0.00% | +1,666+184.7% | Added |
| Signaturefd, LLC | 2,541 | $81.5K | 0.00% | +1,282+101.8% | Added |
| DekaBank Deutsche Girozentrale | 3,040 | $80.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2,434 | $78.1K | 0.00% | −197−7.5% | Reduced |
| GW&K Investment Management, LLC | 2,326 | $75.0K | 0.00% | −475,941−99.5% | Reduced |
| Nisa Investment Advisors, LLC | 2,330 | $74.7K | 0.00% | +228+10.8% | Added |
| Advisor Group Holdings, Inc. | 2,329 | $74.7K | 0.00% | +348+17.6% | Added |
| EverSource Wealth Advisors, LLC | 2,294 | $73.6K | 0.00% | +782+51.7% | Added |
| US Bancorp | 2,071 | $66.4K | 0.00% | +702+51.3% | Added |
| Covestor Ltd | 1,959 | $63.0K | 0.04% | +1,815+1,260.4% | Added |
| GAMMA Investing LLC | 1,916 | $61.5K | 0.00% | +640+50.2% | Added |