CbizCBZ

13F holders, Q2 2025 (June 30)
275holders −15
27new positions
38sold out
3famous investors
$71.72avg. 13F price*

At the end of Q2 2025, 275 institutions reported holding Cbiz Inc. (CBZ) in their 13F filings, down 15 from Q1 2025. 27 opened new positions and 38 sold out. The largest holders were Vanguard Group Inc. ($364.4M), BlackRock, Inc. ($271.8M) and Morgan Stanley ($233.1M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management'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

0100200300 Q1 2024: 269Q1 2024Q2 2024: 276Q2 2024Q3 2024: 286Q3 2024Q4 2024: 282Q4 2024Q1 2025: 290Q1 2025Q2 2025: 275Q2 2025Q3 2025: 262Q3 2025Q4 2025: 265Q4 2025Q1 2026: 263Q1 2026Q2 2026: 260Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions27$80.1M
Exits38$59.9M

All 13F filers, Q1 2025 → Q2 2025: 6,119,874 shares bought and 2,936,121 shares sold, net +3,183,753 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 275 holders

Vanguard Group Inc. 0.01% Add +9.2% 5,081,040 $364.4M
BlackRock, Inc. 0.01% Add +6.2% 3,789,822 $271.8M
Morgan Stanley 0.02% Add +4.2% 3,250,399 $233.1M
Capital Research Global Investors 0.04% Add +10.3% 2,986,959 $214.2M
Burgundy Asset Management Ltd. 1.62% Add +4.5% 2,321,198 $166.5M
FMR LLC 0.01% Add +79.6% 1,860,903 $133.4M
P2 Capital Partners, LLC 26.11% Reduce -5.8% 1,806,308 $129.5M
Capital World Investors 0.02% Add +29.6% 1,608,204 $115.3M
Geode Capital Management, LLC 0.01% Add +8.6% 1,224,142 $87.8M
State Street Corp. 0.00% Add +4.6% 1,210,801 $86.8M
BloombergSen Inc. 6.78% Add +9.5% 1,119,362 $80.3M
JPMorgan Chase & Co. 0.00% Add +30.9% 985,958 $70.7M
Northern Trust Corp. 0.01% Reduce -3.7% 897,396 $64.4M
Silvercrest Asset Management Group LLC 0.42% Add +23.9% 876,015 $62.8M
Premier Fund Managers Ltd 2.12% Add +0.9% 818,514 $58.2M
GW&K Investment Management, LLC 0.49% Reduce -13.9% 769,560 $55.2M
Allspring Global Investments Holdings, LLC 0.09% Reduce -11.3% 753,505 $54.6M
Janus Henderson Group PLC 0.02% Add +3541.5% 701,468 $50.3M
Dimensional Fund Advisors LP 0.01% Reduce -52.5% 669,253 $48.0M
Invesco Ltd. 0.01% Reduce -14.3% 602,923 $43.2M
Artemis Investment Management LLP 0.52% Reduce -11.2% 561,381 $40.3M
Charles Schwab Investment Management Inc. 0.01% Add +5.9% 555,232 $39.8M
Goldman Sachs Group Inc. 0.01% Add +41.0% 521,650 $37.4M
Handelsbanken Fonder AB 0.12% Add +33.1% 462,000 $33.1M
Royal Bank of Canada 0.01% Add +16.4% 461,450 $33.1M
Bank of America Corp. 0.00% Add +0.3% 454,551 $32.6M
Geneva Capital Management LLC 0.54% Add +5.9% 450,004 $32.3M
Bessemer Group Inc. 0.05% Add +4.7% 447,844 $32.1M
Neumeier Poma Investment Counsel LLC 2.93% Reduce -3.8% 438,976 $31.5M
Blair William & Co. 0.09% Add +1.6% 434,498 $31.2M
Granite Investment Partners, LLC 1.52% Reduce -19.4% 433,989 $31.1M
Fenimore Asset Management Inc 0.62% Add +0.0% 432,377 $31.0M
Macquarie Group Ltd. 0.04% Add +0.3% 429,339 $30.8M
Wellington Management Group LLP 0.01% Add +1.7% 417,192 $29.9M
T. Rowe Price Associates Inc. 0.00% Reduce -30.1% 409,265 $29.4M
Waters Parkerson & Co., LLC 1.43% Add +30.9% 398,702 $28.6M
Summit Creek Advisors LLC 3.06% Add +0.7% 306,318 $22.0M
William Blair Investment Management, LLC 0.06% New 303,146 $21.7M
Public Employees Retirement Association of Colorado 0.07% Reduce -18.5% 258,038 $18.5M
UBS Group AG 0.00% Add +68.5% 254,986 $18.3M
Montrusco Bolton Investments Inc. 0.19% New 233,390 $16.7M
Alpha Wave Global, LP 1.79% Add +162.2% 232,021 $16.6M
Royce & Associates LP 0.15% No change 210,219 $15.1M
Segall Bryant & Hamill, LLC 0.20% Add +20.6% 200,835 $14.4M
Nuveen, LLC 0.00% Reduce -38.6% 190,180 $13.6M
Citadel Advisors 0.01% Add +312.7% 176,184 $12.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +20.7% 172,867 $12.4M
Bank of New York Mellon Corp 0.00% Add +9.1% 163,157 $11.7M
Deutsche Bank AG 0.00% Add +6.9% 156,487 $11.2M
Ameriprise Financial Inc. 0.00% Add +89.8% 144,290 $10.3M
First Manhattan Co. Llc. 0.03% Reduce -7.7% 132,270 $9.5M
Mawer Investment Management Ltd. 0.05% New 128,668 $9.2M
Susquehanna International Group, LLP 0.01% Add +26.5% 124,265 $8.9M
Public Employees Retirement System of Ohio 0.03% Add +3.8% 114,259 $8.2M
Marshall Wace, LLP 0.01% New 112,011 $8.0M
Neuberger Berman Group LLC 0.01% Reduce -21.4% 109,528 $7.9M
Franklin Resources Inc. 0.00% New 109,122 $7.8M
Ananym Capital Management, LP 3.18% New 102,750 $7.4M
Barclays PLC 0.00% Add +66.3% 102,278 $7.3M
Swiss National Bank 0.00% Add +12.1% 98,100 $7.0M
Pacific Capital Partners Ltd 6.39% Reduce -24.0% 95,000 $6.8M
STRS Ohio 0.02% Add +0.7% 91,800 $6.6M
Argent Capital Management LLC 0.18% Add +0.8% 89,666 $6.4M
Bridge City Capital, LLC 1.68% Reduce -1.1% 83,704 $6.0M
Rhumbline Advisers 0.01% Add +11.9% 80,821 $5.8M
King Luther Capital Management Corp. 0.03% Reduce -2.5% 80,201 $5.8M
Bancreek Capital Management, LP 9.48% Reduce -5.8% 77,069 $5.5M
Envestnet Asset Management Inc. 0.00% Reduce -2.4% 76,296 $5.5M
New York State Common Retirement Fund 0.01% Reduce -5.5% 75,317 $5.4M
Russell Investments Group, Ltd. 0.01% Add +16.9% 74,688 $5.4M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Reduce -18.8% 62,974 $4.5M
Empowered Funds, LLC 0.05% Add +49.8% 60,315 $4.3M
Legal & General Group Plc 0.00% Reduce -19.2% 59,236 $4.2M
Woodard & Co. Asset Management Group Inc. 0.76% No change 57,645 $4.1M
Wealth Enhancement Advisory Services, LLC 0.01% Add +39.1% 53,319 $3.9M
Alliancebernstein L.P. 0.00% Reduce -0.1% 53,938 $3.9M
Chatham Capital Group, Inc. 0.58% Reduce -0.5% 53,047 $3.8M
Advantage Alpha Capital Partners LP 0.96% Reduce -6.5% 49,463 $3.5M
California State Teachers Retirement System 0.00% Add +16.8% 48,867 $3.5M
Roundview Capital LLC 0.23% Add +17.1% 47,327 $3.4M
LPL Financial LLC 0.00% Add +22.4% 46,742 $3.4M
Wells Fargo & Company 0.00% Add +7.9% 46,284 $3.3M
Citigroup Inc. 0.00% Add +14.9% 44,064 $3.2M
Great Lakes Advisors, LLC 0.03% Add +16.8% 43,288 $3.1M
Two Sigma Advisers, LP 0.01% Reduce -59.4% 42,923 $3.1M
Private Advisor Group, LLC 0.02% No change 42,757 $3.1M
Victory Capital Management Inc. 0.00% Reduce -20.0% 41,678 $3.0M
Basswood Capital Management, L.L.C. 0.14% No change 40,355 $2.9M
Rice Hall James & Associates, LLC 0.15% Reduce -7.8% 39,236 $2.8M
Cibc World Market Inc. 0.01% New 35,199 $2.5M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -2.0% 34,600 $2.5M
Millington Financial Advisors, LLC 1.16% Reduce -2.5% 30,564 $2.3M
HighTower Advisors, LLC 0.00% Reduce -0.0% 31,823 $2.3M
MetLife Investment Management, LLC 0.01% Add +12.1% 31,237 $2.2M
Taylor Frigon Capital Management LLC 1.14% Reduce -6.5% 29,809 $2.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +0.8% 29,529 $2.1M
Pathstone Holdings, LLC 0.01% Reduce -9.8% 29,055 $2.1M
Manufacturers Life Insurance Company, The 0.00% Add +2.6% 29,047 $2.1M
Sei Investments Co. 0.00% Add +14.8% 27,683 $2.0M
Voloridge Investment Management, LLC 0.01% New 27,021 $1.9M

"% of holder's portfolio" is CBZ's weight in each manager's 13F, not the share of Cbiz Inc. the manager owns.

Show all 275 holders