CbizCBZ
13F holders, Q2 2026 (June 30)260holders −3
40new positions
45sold out
6famous investors
$32.11avg. 13F price*
At the end of Q2 2026, 260 institutions reported holding Cbiz Inc. (CBZ) in their 13F filings, down 3 from Q1 2026. 40 opened new positions and 45 sold out. The largest holders were FMR LLC ($258.2M), BlackRock, Inc. ($159.5M) and Bank of Montreal ($110.8M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Cbiz Inc.
- CUSIP
- 124805102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $64.0M |
| Exits | 45 | $92.0M |
All 13F filers, Q1 2026 → Q2 2026: 7,348,938 shares bought and 8,460,080 shares sold, net −1,111,142 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 260 holders
| FMR LLC | 0.01% | Add +7.1% | 8,047,282 | $258.2M |
| BlackRock, Inc. | 0.00% | Add +30.4% | 4,971,786 | $159.5M |
| Bank of Montreal | 0.04% | Reduce -1.5% | 3,453,723 | $110.8M |
| 22C Capital LLC | 100.00% | No change | 3,202,267 | $102.7M |
| Vanguard Capital Management LLC | 0.00% | Add +5.3% | 2,259,967 | $72.5M |
| Vanguard Portfolio Management LLC | 0.00% | Add +8.7% | 2,253,744 | $72.3M |
| Morgan Stanley | 0.00% | Reduce -25.7% | 1,492,737 | $47.9M |
| Geode Capital Management, LLC | 0.00% | Add +8.4% | 1,257,357 | $40.3M |
| State Street Corp. | 0.00% | Add +8.1% | 1,244,553 | $39.9M |
| P2 Capital Partners, LLC | 14.85% | Reduce -0.3% | 1,136,974 | $36.5M |
| BloombergSen Inc. | 3.83% | Add +7.5% | 1,068,306 | $34.3M |
| Royce & Associates LP | 0.26% | Add +20.2% | 992,770 | $31.8M |
| Boston Partners | 0.02% | Add +38.7% | 778,451 | $25.7M |
| Silvercrest Asset Management Group LLC | 0.15% | Add +27.0% | 736,320 | $23.6M |
| Northern Trust Corp. | 0.00% | Reduce -7.5% | 711,168 | $22.8M |
| AQR Capital Management | 0.01% | Add +188.7% | 709,617 | $22.8M |
| Fenimore Asset Management Inc | 0.45% | Reduce -0.1% | 681,628 | $21.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +7.0% | 665,870 | $21.4M |
| DG Capital Management, LLC | 8.11% | New | 660,000 | $21.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.6% | 591,470 | $19.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -14.3% | 588,686 | $18.9M |
| Dimensional Fund Advisors LP | 0.00% | Add +0.0% | 546,915 | $17.5M |
| Allianz Asset Management GmbH | 0.02% | No change | 544,846 | $17.5M |
| Waters Parkerson & Co., LLC | 0.82% | Reduce -1.4% | 515,707 | $16.5M |
| BNP Paribas Financial Markets | 0.01% | Reduce -14.7% | 475,961 | $15.3M |
| Nuveen, LLC | 0.00% | Add +212.5% | 464,362 | $14.9M |
| Basswood Capital Management, L.L.C. | 0.62% | Add +120.5% | 451,259 | $14.5M |
| UBS Group AG | 0.00% | Add +46.0% | 411,595 | $13.2M |
| Prudential Financial Inc. | 0.01% | Add +14.9% | 411,251 | $13.2M |
| Hotchkis & Wiley Capital Management LLC | 0.03% | Reduce -1.9% | 350,500 | $11.2M |
| Montrusco Bolton Investments Inc. | 0.17% | Add +0.7% | 342,221 | $11.0M |
| Loomis Sayles & Co. L P | 0.01% | Reduce -0.3% | 339,085 | $10.9M |
| Dana Investment Advisors, Inc. | 0.27% | New | 322,771 | $10.4M |
| Vanguard Fiduciary Trust Co. | 0.00% | Reduce -6.6% | 322,059 | $10.3M |
| Geneva Capital Management LLC | 0.22% | Reduce -16.7% | 294,044 | $9.4M |
| Russell Investments Group, Ltd. | 0.01% | Add +270.2% | 278,966 | $8.9M |
| GatePass Capital, LLC | 3.24% | Add +163.7% | 258,877 | $8.3M |
| Royal Bank of Canada | 0.00% | Reduce -11.8% | 241,840 | $7.8M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +22.9% | 213,598 | $7.3M |
| Bank of America Corp. | 0.00% | Reduce -47.9% | 224,255 | $7.2M |
| Quantinno Capital Management LP | 0.01% | Add +24.9% | 218,579 | $7.0M |
| Tudor Investment Corporation | 0.03% | Add +36.3% | 213,627 | $6.9M |
| Engine Capital Management, LP | 0.63% | New | 201,998 | $6.5M |
| Creative Planning | 0.00% | Add +149.4% | 195,084 | $6.3M |
| First Trust Advisors LP | 0.00% | Add +204.5% | 189,662 | $6.1M |
| Bank of New York Mellon Corp | 0.00% | Add +13.1% | 188,621 | $6.1M |
| Clearline Capital LP | 0.36% | No change | 174,345 | $5.6M |
| First Manhattan Co. Llc. | 0.01% | Add +6.2% | 170,975 | $5.5M |
| Edgestream Partners, L.P. | 0.16% | Add +24.9% | 167,963 | $5.4M |
| Corient Private Wealth LP | 0.01% | Add +7.4% | 167,780 | $5.4M |
| Cygnus Capital Advisors, LLC | 3.56% | New | 163,214 | $5.2M |
| Prelude Capital Management, LLC | 0.37% | New | 157,894 | $5.1M |
| Two Sigma Investments, LP | 0.00% | Reduce -58.1% | 138,434 | $4.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +4.0% | 116,044 | $4.4M |
| Blair William & Co. | 0.01% | Reduce -18.7% | 133,891 | $4.3M |
| Invesco Ltd. | 0.00% | Add +6.1% | 129,561 | $4.2M |
| Summit Creek Advisors LLC | 1.35% | Reduce -47.3% | 123,551 | $4.0M |
| Barclays PLC | 0.00% | Add +157.2% | 114,157 | $3.7M |
| D. E. Shaw & Co. | 0.00% | Reduce -58.2% | 112,199 | $3.6M |
| Swiss National Bank | 0.00% | Add +8.0% | 104,500 | $3.4M |
| Stifel Financial Corp. | 0.00% | Reduce -2.7% | 104,161 | $3.3M |
| Victory Capital Management Inc. | 0.00% | Add +6.6% | 103,788 | $3.3M |
| Federated Hermes, Inc. | 0.00% | New | 100,099 | $3.2M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -81.1% | 96,649 | $3.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -14.5% | 94,392 | $3.0M |
| Trexquant Investment LP | 0.02% | Reduce -73.3% | 89,401 | $2.9M |
| Susquehanna International Group, LLP | 0.00% | Add +89.3% | 85,788 | $2.8M |
| Algert Global LLC | 0.03% | Add +126.7% | 74,865 | $2.4M |
| Marshall Wace, LLP | 0.00% | Add +271.5% | 74,383 | $2.4M |
| Taylor Frigon Capital Management LLC | 1.12% | Add +64.1% | 74,318 | $2.4M |
| Picton Mahoney Asset Management | 0.02% | New | 72,912 | $2.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +16.1% | 68,871 | $2.2M |
| Rhumbline Advisers | 0.00% | Add +6.9% | 68,115 | $2.2M |
| Wells Fargo & Company | 0.00% | Add +97.3% | 66,909 | $2.1M |
| XTX Topco Ltd | 0.03% | Reduce -38.2% | 66,593 | $2.1M |
| Bridge City Capital, LLC | 0.47% | Reduce -1.9% | 63,792 | $2.0M |
| California State Teachers Retirement System | 0.00% | Reduce -2.5% | 61,549 | $2.0M |
| Chatham Capital Group, Inc. | 0.24% | Add +19.6% | 59,773 | $1.9M |
| Deutsche Bank AG | 0.00% | Reduce -66.5% | 57,708 | $1.9M |
| Woodard & Co. Asset Management Group Inc. | 0.27% | No change | 57,645 | $1.8M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +16.4% | 50,681 | $1.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -79.0% | 47,098 | $1.6M |
| Holocene Advisors, LP | 0.00% | Add +30.2% | 47,794 | $1.5M |
| Legal & General Group Plc | 0.00% | Add +10.0% | 45,973 | $1.5M |
| Alliancebernstein L.P. | 0.00% | Reduce -94.3% | 51,816 | $1.4M |
| Private Advisor Group, LLC | 0.01% | No change | 42,652 | $1.4M |
| HSBC Holdings PLC | 0.00% | New | 41,460 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.1% | 41,544 | $1.3M |
| SG Americas Securities, LLC | 0.00% | Reduce -65.0% | 40,414 | $1.3M |
| Mariner, LLC | 0.00% | New | 39,879 | $1.3M |
| Balyasny Asset Management L.P. | 0.00% | Reduce -31.1% | 37,832 | $1.2M |
| New York State Common Retirement Fund | 0.00% | No change | 36,206 | $1.2M |
| Great Lakes Advisors, LLC | 0.01% | Reduce -9.7% | 35,586 | $1.1M |
| Roundview Capital LLC | 0.06% | Reduce -2.5% | 34,577 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +132.3% | 34,561 | $1.1M |
| Gotham Asset Management | 0.00% | Add +45.7% | 34,530 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -67.0% | 34,235 | $1.1M |
| Capital Fund Management S.A. | 0.01% | Reduce -31.5% | 33,908 | $1.1M |
| Cerity Partners LLC | 0.00% | Add +178.4% | 33,623 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Add +0.7% | 30,581 | $981K |
"% of holder's portfolio" is CBZ's weight in each manager's 13F, not the share of Cbiz Inc. the manager owns.