CbizCBZ
13F holders, Q1 2025 (March 31)290holders +8
40new positions
32sold out
4famous investors
$75.86avg. 13F price*
At the end of Q1 2025, 290 institutions reported holding Cbiz Inc. (CBZ) in their 13F filings, up 8 from Q4 2024. 40 opened new positions and 32 sold out. The largest holders were Vanguard Group Inc. ($352.9M), BlackRock, Inc. ($270.8M) and Morgan Stanley ($236.7M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Cbiz Inc.
- CUSIP
- 124805102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $21.5M |
| Exits | 32 | $23.4M |
All 13F filers, Q4 2024 → Q1 2025: 1,932,415 shares bought and 2,967,133 shares sold, net −1,034,718 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 290 holders
| Vanguard Group Inc. | 0.01% | Reduce -1.4% | 4,651,812 | $352.9M |
| BlackRock, Inc. | 0.01% | Reduce -3.4% | 3,569,161 | $270.8M |
| Morgan Stanley | 0.02% | Add +1.9% | 3,120,728 | $236.7M |
| Capital Research Global Investors | 0.04% | Reduce -23.2% | 2,707,096 | $205.4M |
| Burgundy Asset Management Ltd. | 1.75% | Add +6.7% | 2,220,266 | $168.4M |
| P2 Capital Partners, LLC | 28.23% | Add +6.0% | 1,917,063 | $145.4M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -5.3% | 1,409,791 | $106.9M |
| Capital World Investors | 0.02% | Add +9.4% | 1,241,179 | $94.2M |
| State Street Corp. | 0.00% | Reduce -0.6% | 1,157,702 | $87.8M |
| Geode Capital Management, LLC | 0.01% | Add +1.6% | 1,127,637 | $85.6M |
| FMR LLC | 0.01% | Add +5.8% | 1,035,972 | $78.6M |
| BloombergSen Inc. | 6.70% | Reduce -1.7% | 1,022,380 | $77.6M |
| Northern Trust Corp. | 0.01% | Reduce -0.9% | 931,870 | $70.7M |
| GW&K Investment Management, LLC | 0.63% | Add +9.7% | 893,516 | $67.8M |
| Allspring Global Investments Holdings, LLC | 0.11% | Reduce -23.8% | 849,054 | $65.4M |
| Premier Fund Managers Ltd | 2.27% | Reduce -0.3% | 810,999 | $60.8M |
| JPMorgan Chase & Co. | 0.00% | Add +7.3% | 753,520 | $57.2M |
| Silvercrest Asset Management Group LLC | 0.38% | Reduce -13.1% | 707,123 | $53.6M |
| Invesco Ltd. | 0.01% | Reduce -8.5% | 703,928 | $53.4M |
| Artemis Investment Management LLP | 0.73% | Add +60.4% | 631,893 | $47.9M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -9.8% | 585,808 | $44.4M |
| Granite Investment Partners, LLC | 2.08% | Reduce -4.1% | 538,292 | $40.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -2.2% | 524,122 | $39.8M |
| Neumeier Poma Investment Counsel LLC | 3.72% | Add +0.1% | 456,382 | $34.6M |
| Bank of America Corp. | 0.00% | Add +5.0% | 453,245 | $34.4M |
| Fenimore Asset Management Inc | 0.69% | Add +0.2% | 432,337 | $32.8M |
| Macquarie Group Ltd. | 0.04% | Add +7.9% | 428,080 | $32.5M |
| Bessemer Group Inc. | 0.06% | Add +3.9% | 427,923 | $32.5M |
| Blair William & Co. | 0.10% | Add +1.1% | 427,605 | $32.4M |
| Geneva Capital Management LLC | 0.60% | Add +0.4% | 425,004 | $32.2M |
| Wellington Management Group LLP | 0.01% | Add +2.1% | 410,180 | $31.1M |
| Royal Bank of Canada | 0.01% | Add +90.7% | 396,278 | $30.1M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -28.1% | 369,866 | $28.1M |
| Handelsbanken Fonder AB | 0.11% | Add +7.8% | 347,000 | $26.3M |
| Public Employees Retirement Association of Colorado | 0.10% | Add +1.5% | 316,438 | $24.0M |
| Nuveen, LLC | 0.01% | — | 309,702 | $23.5M |
| Waters Parkerson & Co., LLC | 1.23% | Add +6.6% | 304,488 | $23.1M |
| Summit Creek Advisors LLC | 3.37% | Add +0.0% | 304,090 | $23.1M |
| Fiera Capital Corp | 0.06% | Add +14.6% | 234,522 | $17.8M |
| Royce & Associates LP | 0.17% | Add +0.6% | 210,219 | $15.9M |
| Segall Bryant & Hamill, LLC | 0.19% | Add +12.1% | 166,457 | $12.6M |
| UBS Group AG | 0.00% | Add +59.4% | 151,315 | $11.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.3% | 149,558 | $11.3M |
| Deutsche Bank AG | 0.00% | Reduce -2.6% | 146,328 | $11.1M |
| First Manhattan Co. Llc. | 0.03% | Reduce -1.6% | 143,305 | $10.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +5.7% | 143,270 | $10.9M |
| Neuberger Berman Group LLC | 0.01% | Add +7.0% | 139,445 | $10.6M |
| Pacific Capital Partners Ltd | 6.00% | Add +6.4% | 125,000 | $9.5M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -8.3% | 110,120 | $8.4M |
| Two Sigma Advisers, LP | 0.02% | Add +14.8% | 105,623 | $8.0M |
| Susquehanna International Group, LLP | 0.01% | Add +32.3% | 98,216 | $7.5M |
| STRS Ohio | 0.03% | Add +16.5% | 91,200 | $6.9M |
| SG Capital Management LLC | 0.69% | Reduce -64.0% | 90,314 | $6.9M |
| Argent Capital Management LLC | 0.21% | Add +3.4% | 88,969 | $6.7M |
| Alpha Wave Global, LP | 2.99% | New | 88,495 | $6.7M |
| Swiss National Bank | 0.00% | Reduce -1.6% | 87,500 | $6.6M |
| Bridge City Capital, LLC | 1.92% | Add +0.1% | 84,591 | $6.4M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -23.1% | 83,512 | $6.3M |
| King Luther Capital Management Corp. | 0.03% | Add +0.1% | 82,225 | $6.2M |
| Bancreek Capital Management, LP | 9.28% | Reduce -10.8% | 81,792 | $6.2M |
| New York State Common Retirement Fund | 0.01% | No change | 79,695 | $6.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.3% | 78,194 | $5.9M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.02% | Reduce -49.1% | 77,514 | $5.8M |
| Ameriprise Financial Inc. | 0.00% | Add +39.4% | 76,019 | $5.8M |
| Legal & General Group Plc | 0.00% | Add +31.3% | 73,320 | $5.6M |
| Rhumbline Advisers | 0.01% | Add +3.7% | 72,236 | $5.5M |
| Two Sigma Investments, LP | 0.01% | Add +72.6% | 71,556 | $5.4M |
| Norges Bank | 0.00% | Reduce -55.9% | 65,215 | $4.9M |
| Russell Investments Group, Ltd. | 0.01% | Add +76.3% | 63,868 | $4.8M |
| Barclays PLC | 0.00% | Reduce -28.1% | 61,512 | $4.7M |
| First Trust Advisors LP | 0.00% | Add +231.7% | 60,056 | $4.6M |
| Retirement Systems of Alabama | 0.02% | No change | 59,288 | $4.5M |
| ExodusPoint Capital Management, LP | 0.06% | Add +30.4% | 57,909 | $4.4M |
| Woodard & Co. Asset Management Group Inc. | 0.91% | No change | 57,645 | $4.4M |
| Alliancebernstein L.P. | 0.00% | No change | 53,996 | $4.1M |
| Chatham Capital Group, Inc. | 0.67% | Add +4.5% | 53,292 | $4.0M |
| Advantage Alpha Capital Partners LP | 0.98% | Add +9.5% | 52,871 | $4.0M |
| Victory Capital Management Inc. | 0.00% | Reduce -11.5% | 52,115 | $4.0M |
| Wells Fargo & Company | 0.00% | Add +0.2% | 42,905 | $3.3M |
| Private Advisor Group, LLC | 0.02% | Reduce -0.0% | 42,757 | $3.2M |
| Citadel Advisors | 0.00% | Reduce -85.8% | 42,686 | $3.2M |
| Rice Hall James & Associates, LLC | 0.19% | Reduce -0.4% | 42,555 | $3.2M |
| California State Teachers Retirement System | 0.00% | Reduce -1.4% | 41,854 | $3.2M |
| Jane Street Group, LLC | 0.01% | Add +96.1% | 41,240 | $3.1M |
| Roundview Capital LLC | 0.22% | Reduce -8.8% | 40,423 | $3.1M |
| Basswood Capital Management, L.L.C. | 0.17% | No change | 40,355 | $3.1M |
| Empowered Funds, LLC | 0.04% | Reduce -2.9% | 40,269 | $3.1M |
| Citigroup Inc. | 0.00% | Reduce -41.2% | 38,345 | $2.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +130.8% | 38,340 | $2.9M |
| Great Lakes Advisors, LLC | 0.03% | Reduce -19.9% | 37,073 | $2.8M |
| LPL Financial LLC | 0.00% | Add +89.5% | 38,181 | $2.8M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 35,296 | $2.7M |
| Pathstone Holdings, LLC | 0.01% | Add +16.1% | 32,202 | $2.4M |
| Millington Financial Advisors, LLC | 1.50% | Add +2.6% | 31,334 | $2.4M |
| Taylor Frigon Capital Management LLC | 1.44% | Add +67.4% | 31,891 | $2.4M |
| HighTower Advisors, LLC | 0.00% | Add +0.0% | 31,830 | $2.4M |
| Principal Financial Group Inc. | 0.00% | Add +0.8% | 31,766 | $2.4M |
| Intech Investment Management LLC | 0.02% | Add +37.0% | 31,596 | $2.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 30,774 | $2.3M |
| Dark Forest Capital Management LP | 0.11% | New | 30,513 | $2.3M |
"% of holder's portfolio" is CBZ's weight in each manager's 13F, not the share of Cbiz Inc. the manager owns.