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 |
|---|---|---|---|---|---|
| Nykredit A/S | 1,720 | $55.2K | 0.00% | +1,720 | New |
| Trust Co of Vermont | 1,650 | $52.9K | 0.00% | +1,650 | New |
| Parkside Financial Bank & Trust | 1,629 | $52.3K | 0.00% | +252+18.3% | Added |
| KBC Group NV | 1,611 | $52.0K | 0.00% | 00.0% | Unchanged |
| Montgomery Financial Services LLC | 1,492 | $47.9K | 0.04% | +1,492 | New |
| Raffa Wealth Management, LLC | 1,180 | $37.9K | 0.00% | +1,180 | New |
| Sterling Capital Management LLC | 992 | $31.8K | 0.00% | +674+211.9% | Added |
| Public Employees Retirement System of Ohio | 975 | $31.3K | 0.00% | −138,865−99.3% | Reduced |
| Farther Finance Advisors, LLC | 959 | $30.9K | 0.00% | +59+6.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 932 | $29.9K | 0.00% | +119+14.6% | Added |
| Fortis Group Advisors, LLC | 875 | $28.1K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 852 | $27.3K | 0.00% | +811+1,978.0% | Added |
| Smartleaf Asset Management LLC | 726 | $23.5K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 530 | $17.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 514 | $16.5K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 500 | $16.0K | 0.00% | 00.0% | Unchanged |
| Trust Co | 500 | $16.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 488 | $15.7K | 0.00% | +246+101.7% | Added |
| Owl Creek Wealth Partners LLC | 390 | $12.5K | 0.00% | +380+3,800.0% | Added |
| Essential Partners LLC | 370 | $11.9K | 0.01% | +205+124.2% | Added |
| Harbor Capital Advisors, Inc. | 346 | $11.0K | 0.00% | −3−0.9% | Reduced |
| Nvest Wealth Strategies, Inc. | 325 | $10.4K | 0.01% | +200+160.0% | Added |
| Quantbot Technologies LP | 302 | $9.69K | 0.00% | −85,866−99.6% | Reduced |
| Rothschild Investment LLC | 267 | $8.56K | 0.00% | +103+62.8% | Added |
| South State Corp. | 265 | $8.50K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 232 | $7.44K | 0.00% | −93−28.6% | Reduced |
| Los Angeles Capital Management LLC | 220 | $7.06K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 215 | $6.90K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 196 | $6.29K | 0.00% | +196 | New |
| Bare Financial Services, Inc | 186 | $5.97K | 0.00% | +162+675.0% | Added |
| Optiver Holding B.V. | 174 | $5.58K | 0.00% | −30−14.7% | Reduced |
| Private Wealth Management Group, LLC | 168 | $5.39K | 0.00% | +19+12.8% | Added |
| Clearstead Advisors, LLC | 162 | $5.20K | 0.00% | +162 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 144 | $4.62K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 117 | $3.75K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 114 | $3.66K | 0.00% | +114 | New |
| Central Trust Co | 108 | $3.46K | 0.00% | −66−37.9% | Reduced |
| Silver Grove Financial Group, Inc. | 97 | $3.11K | 0.00% | +97 | New |
| Avion Wealth | 113 | $3.00K | 0.00% | +26+29.9% | Added |
| Bell Investment Advisors, Inc | 75 | $2.41K | 0.00% | +20+36.4% | Added |
| Kilter Group LLC | 69 | $2.21K | 0.00% | −34−33.0% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 59 | $1.89K | 0.00% | +59 | New |
| SJS Investment Consulting Inc. | 55 | $1.76K | 0.00% | +49+816.7% | Added |
| JPL Wealth Management, LLC | 54 | $1.73K | 0.00% | +10+22.7% | Added |
| IFP Advisors, Inc | 51 | $1.64K | 0.00% | +32+168.4% | Added |
| Cornerstone Planning Group LLC | 40 | $1.61K | 0.00% | +28+233.3% | Added |
| Whittier Trust Co of Nevada Inc | 43 | $1.59K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 35 | $1.12K | 0.00% | +35 | New |
| Investors Portfolio Services LLC | 34 | $1.09K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 32 | $1.03K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 31 | $994 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 24 | $770 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 22 | $706 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 19 | $610 | 0.00% | +19 | New |
| Bruce G. Allen Investments, LLC | 15 | $481 | 0.00% | +2+15.4% | Added |
| GWM Advisors LLC | 12 | $385 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 11 | $353 | 0.00% | −89−89.0% | Reduced |
| Hughes Financial Services, LLC | 8 | $257 | 0.00% | +6+300.0% | Added |
| SBI Securities Co., Ltd. | 5 | $160 | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |