CbizCBZ
13F holders, Q2 2025 (June 30)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
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $80.1M |
| Exits | 38 | $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.