CbizCBZ

13F holders, Q4 2025 (December 31)
265holders +3
35new positions
35sold out
5famous investors
$50.48avg. 13F price*

At the end of Q4 2025, 265 institutions reported holding Cbiz Inc. (CBZ) in their 13F filings, up 3 from Q3 2025. 35 opened new positions and 35 sold out. The largest holders were FMR LLC ($359.9M), Vanguard Group Inc. ($244.1M) and BlackRock, Inc. ($181.5M). 5 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions35$168.2M
Exits35$49.6M

All 13F filers, Q3 2025 → Q4 2025: 9,717,329 shares bought and 6,757,954 shares sold, net +2,959,375 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 265 holders

FMR LLC 0.02% Add +136.0% 7,132,907 $359.9M
Vanguard Group Inc. 0.00% Reduce -1.0% 4,837,727 $244.1M
BlackRock, Inc. 0.00% Add +1.6% 3,598,287 $181.5M
Morgan Stanley 0.01% Reduce -4.4% 3,251,355 $164.0M
22C Capital LLC 100.00% — 3,202,267 $161.6M
Capital Research Global Investors 0.03% Reduce -0.2% 2,914,541 $147.0M
Bank of Montreal 0.05% New 2,251,649 $113.6M
P2 Capital Partners, LLC 22.92% Add +3.3% 1,773,391 $89.5M
Durable Capital Partners LP 0.78% Reduce -58.4% 1,631,969 $82.3M
State Street Corp. 0.00% Reduce -0.5% 1,148,890 $58.0M
Geode Capital Management, LLC 0.00% Reduce -0.3% 1,145,556 $57.8M
BloombergSen Inc. 5.48% Reduce -7.2% 1,028,295 $51.9M
Sunriver Management LLC 5.23% Add +65.8% 989,349 $49.9M
Allspring Global Investments Holdings, LLC 0.08% Add +18.9% 977,046 $49.6M
Capital World Investors 0.01% Reduce -0.0% 919,902 $46.4M
Northern Trust Corp. 0.01% Reduce -2.5% 910,742 $45.9M
Janus Henderson Group PLC 0.02% Reduce -4.0% 910,713 $45.9M
Silvercrest Asset Management Group LLC 0.30% Reduce -5.6% 874,553 $44.1M
GW&K Investment Management, LLC 0.34% Add +2.9% 779,033 $39.3M
SG Americas Securities, LLC 0.05% New 706,709 $35.7M
Royce & Associates LP 0.34% Add +389.3% 659,140 $33.3M
Goldman Sachs Group Inc. 0.00% Add +106.0% 635,434 $32.1M
Premier Fund Managers Ltd 1.82% Reduce -24.6% 614,524 $31.5M
Dimensional Fund Advisors LP 0.01% Reduce -4.0% 589,683 $29.8M
Handelsbanken Fonder AB 0.09% Reduce -24.8% 562,000 $28.4M
Charles Schwab Investment Management Inc. 0.00% Add +2.0% 535,293 $27.0M
Fenimore Asset Management Inc 0.48% Reduce -0.6% 452,592 $22.8M
Bank of America Corp. 0.00% Add +0.1% 442,142 $22.3M
Wellington Management Group LLP 0.00% Add +21.4% 440,510 $22.2M
Waters Parkerson & Co., LLC 1.08% Add +5.5% 437,246 $22.1M
Geneva Capital Management LLC 0.38% Reduce -7.7% 399,627 $20.2M
Royal Bank of Canada 0.00% Reduce -38.8% 348,798 $17.6M
Citadel Advisors 0.01% Reduce -50.6% 307,705 $15.5M
Granite Investment Partners, LLC 0.91% Add +2.3% 302,969 $15.3M
Montrusco Bolton Investments Inc. 0.19% Add +6.6% 295,121 $14.9M
WCM Investment Management, LLC 0.03% Reduce -1.6% 274,630 $14.1M
Summit Creek Advisors LLC 2.10% Reduce -7.1% 264,180 $13.3M
Deutsche Bank AG 0.00% Add +4.1% 251,624 $12.7M
Nomura Asset Management International Inc. 0.02% — 228,952 $11.6M
Basswood Capital Management, L.L.C. 0.41% Reduce -3.9% 183,591 $9.3M
Russell Investments Group, Ltd. 0.01% Add +170.8% 166,975 $8.4M
Public Employees Retirement Association of Colorado 0.03% Reduce -31.0% 157,838 $8.0M
Blair William & Co. 0.02% Reduce -57.6% 149,356 $7.5M
Bank of New York Mellon Corp 0.00% Reduce -9.7% 141,573 $7.1M
Public Employees Retirement System of Ohio 0.02% Add +4.7% 139,607 $7.0M
First Manhattan Co. Llc. 0.02% No change 138,220 $7.0M
Nuveen, LLC 0.00% Reduce -2.0% 113,340 $5.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +8.0% 111,677 $5.6M
Stifel Financial Corp. 0.00% Add +480.1% 104,259 $5.3M
Neumeier Poma Investment Counsel LLC 0.42% Reduce -1.4% 101,585 $5.1M
ExodusPoint Capital Management, LP 0.06% Add +241.9% 99,301 $5.0M
Mawer Investment Management Ltd. 0.03% Reduce -24.0% 97,223 $4.9M
Swiss National Bank 0.00% Add +0.9% 95,800 $4.8M
Barclays PLC 0.00% Add +4.5% 94,163 $4.8M
Bridge City Capital, LLC 1.34% Reduce -10.6% 90,689 $4.6M
Invesco Ltd. 0.00% Reduce -84.4% 90,578 $4.6M
New York State Common Retirement Fund 0.01% Add +9.2% 86,273 $4.4M
UBS Group AG 0.00% Add +0.9% 77,042 $3.9M
Campbell & CO Investment Adviser LLC 0.18% Add +234.9% 76,173 $3.8M
Wells Fargo & Company 0.00% Add +44.0% 71,128 $3.6M
Wealth Enhancement Advisory Services, LLC 0.00% Add +12.8% 63,483 $3.4M
Magnetar Financial LLC 0.04% New 66,761 $3.4M
Rhumbline Advisers 0.00% Reduce -13.7% 64,641 $3.3M
Susquehanna International Group, LLP 0.00% Add +1.7% 62,146 $3.1M
Woodard & Co. Asset Management Group Inc. 0.46% No change 57,645 $2.9M
Alliancebernstein L.P. 0.00% Reduce -0.0% 53,921 $2.7M
XTX Topco Ltd 0.07% Add +694.2% 53,361 $2.7M
King Luther Capital Management Corp. 0.01% Reduce -22.6% 52,947 $2.7M
JPMorgan Chase & Co. 0.00% Reduce -90.1% 51,652 $2.6M
Legal & General Group Plc 0.00% Reduce -7.5% 51,352 $2.6M
Qube Research & Technologies Ltd 0.00% Reduce -50.4% 50,903 $2.6M
Chatham Capital Group, Inc. 0.37% Add +0.5% 50,877 $2.6M
T. Rowe Price Associates Inc. 0.00% Add +6.0% 48,606 $2.5M
Teachers Retirement System of the State of Kentucky 0.02% Add +9.7% 48,401 $2.4M
California State Teachers Retirement System 0.00% Reduce -5.2% 46,325 $2.3M
Taylor Frigon Capital Management LLC 1.15% Reduce -1.2% 45,042 $2.3M
Pacific Capital Partners Ltd 2.34% Reduce -57.3% 43,750 $2.2M
Elevation Point Wealth Partners, LLC 0.10% New 43,074 $2.2M
Vestmark Advisory Solutions, Inc. 0.03% New 43,074 $2.2M
State of New Jersey Common Pension Fund D 0.01% Add +30.9% 43,051 $2.2M
Private Advisor Group, LLC 0.01% Reduce -0.5% 42,570 $2.1M
Envestnet Asset Management Inc. 0.00% Reduce -52.6% 39,933 $2.0M
Great Lakes Advisors, LLC 0.02% Add +2.8% 39,432 $2.0M
Marshall Wace, LLP 0.00% Reduce -13.2% 39,093 $2.0M
Holocene Advisors, LP 0.00% Add +24.3% 37,785 $1.9M
LPL Financial LLC 0.00% Reduce -9.5% 37,722 $1.9M
D. E. Shaw & Co. 0.00% New 36,841 $1.9M
Roundview Capital LLC 0.11% Reduce -22.1% 36,377 $1.8M
Sei Investments Co. 0.00% Add +16.5% 35,944 $1.8M
Voloridge Investment Management, LLC 0.01% Reduce -9.5% 35,584 $1.8M
CenterBook Partners LP 0.08% Reduce -67.6% 31,849 $1.6M
Millennium Management 0.00% Reduce -68.9% 31,605 $1.6M
HighTower Advisors, LLC 0.00% Reduce -2.4% 31,122 $1.6M
Jane Street Group, LLC 0.00% Reduce -86.6% 29,677 $1.5M
Numerai GP LLC 0.17% New 28,647 $1.4M
MetLife Investment Management, LLC 0.01% Reduce -3.3% 27,788 $1.4M
Creative Planning 0.00% Add +47.2% 27,672 $1.4M
Twinbeech Capital LP 0.10% New 27,466 $1.4M
Quantinno Capital Management LP 0.00% Add +159.1% 27,185 $1.4M
Verition Fund Management LLC 0.01% Reduce -45.2% 26,645 $1.3M

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

Show all 265 holders