CbizCBZ

13F holders, Q1 2026 (March 31)
263holders −2
54new positions
58sold out
7famous investors
$27.26avg. 13F price*

At the end of Q1 2026, 263 institutions reported holding Cbiz Inc. (CBZ) in their 13F filings, down 2 from Q4 2025. 54 opened new positions and 58 sold out. The largest holders were FMR LLC ($201.7M), BlackRock, Inc. ($102.4M) and Bank of Montreal ($94.2M). 7 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Steve Cohen (0.0% of Point72 Asset Management'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions54$117.4M
Exits58$371.5M

All 13F filers, Q4 2025 → Q1 2026: 12,360,178 shares bought and 13,958,026 shares sold, net −1,597,848 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 263 holders

FMR LLC 0.01% Add +5.3% 7,511,043 $201.7M
BlackRock, Inc. 0.00% Add +5.9% 3,811,925 $102.4M
Bank of Montreal 0.04% Add +55.8% 3,507,905 $94.2M
22C Capital LLC 100.00% No change 3,202,267 $86.0M
Vanguard Capital Management LLC 0.00% — 2,146,587 $57.6M
Vanguard Portfolio Management LLC 0.00% — 2,072,824 $55.7M
Morgan Stanley 0.00% Reduce -38.2% 2,008,625 $53.9M
Alliancebernstein L.P. 0.01% Add +1572.8% 901,973 $45.5M
Geode Capital Management, LLC 0.00% Add +1.2% 1,159,379 $31.1M
State Street Corp. 0.00% Add +0.3% 1,151,709 $30.9M
P2 Capital Partners, LLC 14.59% Reduce -35.7% 1,140,674 $30.6M
BloombergSen Inc. 2.99% Reduce -3.3% 994,029 $26.7M
Sunriver Management LLC 4.40% Reduce -2.1% 968,631 $26.0M
Royce & Associates LP 0.22% Add +25.3% 825,862 $22.2M
Northern Trust Corp. 0.00% Reduce -15.6% 769,003 $20.6M
Goldman Sachs Group Inc. 0.00% Add +8.1% 686,627 $18.4M
Fenimore Asset Management Inc 0.41% Add +50.7% 682,222 $18.3M
Charles Schwab Investment Management Inc. 0.00% Add +16.3% 622,267 $16.7M
Ameriprise Financial Inc. 0.00% Add +4615.2% 600,955 $16.1M
Silvercrest Asset Management Group LLC 0.11% Reduce -33.7% 579,597 $15.6M
Boston Partners 0.02% New 561,400 $15.1M
BNP Paribas Financial Markets 0.01% Add +2701.5% 557,857 $15.0M
Dimensional Fund Advisors LP 0.00% Reduce -7.3% 546,850 $14.7M
Allianz Asset Management GmbH 0.02% New 544,846 $14.6M
Waters Parkerson & Co., LLC 0.72% Add +19.6% 523,042 $14.0M
Qube Research & Technologies Ltd 0.02% Add +903.9% 511,013 $13.7M
GW&K Investment Management, LLC 0.11% Reduce -38.6% 478,267 $12.8M
Millennium Management 0.01% Add +1370.2% 464,648 $12.5M
Bank of America Corp. 0.00% Reduce -2.7% 430,238 $11.6M
Point72 Asset Management 0.02% New 429,664 $11.5M
Jane Street Group, LLC 0.01% Add +1247.6% 399,920 $10.7M
Prudential Financial Inc. 0.01% New 357,917 $9.6M
Hotchkis & Wiley Capital Management LLC 0.03% New 357,180 $9.6M
Geneva Capital Management LLC 0.20% Reduce -11.6% 353,138 $9.5M
Vanguard Fiduciary Trust Co. 0.00% — 344,803 $9.3M
Loomis Sayles & Co. L P 0.01% New 340,203 $9.1M
Montrusco Bolton Investments Inc. 0.14% Add +15.2% 340,021 $9.1M
Trexquant Investment LP 0.07% New 335,197 $9.0M
Two Sigma Investments, LP 0.01% New 330,685 $8.9M
Wellington Management Group LLP 0.00% Reduce -29.4% 310,838 $8.3M
UBS Group AG 0.00% Add +266.0% 282,003 $7.6M
Handelsbanken Fonder AB 0.02% Reduce -50.9% 276,000 $7.4M
Royal Bank of Canada 0.00% Reduce -21.4% 274,198 $7.4M
D. E. Shaw & Co. 0.01% Add +628.0% 268,219 $7.2M
AQR Capital Management 0.00% Add +1834.4% 245,803 $6.6M
Summit Creek Advisors LLC 1.29% Reduce -11.2% 234,632 $6.3M
JPMorgan Chase & Co. 0.00% Add +333.6% 223,989 $6.0M
Basswood Capital Management, L.L.C. 0.28% Add +11.5% 204,662 $5.5M
Engineers Gate Manager LP 0.07% Add +732.0% 195,028 $5.2M
WCM Investment Management, LLC 0.01% Reduce -33.3% 183,268 $5.0M
Quantinno Capital Management LP 0.01% Add +543.8% 175,005 $4.7M
Clearline Capital LP 0.36% Add +639.2% 174,345 $4.7M
Deutsche Bank AG 0.00% Reduce -31.5% 172,307 $4.6M
Allspring Global Investments Holdings, LLC 0.01% Reduce -82.2% 173,726 $4.6M
Bank of New York Mellon Corp 0.00% Add +17.8% 166,787 $4.5M
Blair William & Co. 0.01% Add +10.3% 164,674 $4.4M
First Manhattan Co. Llc. 0.01% Add +16.5% 160,975 $4.3M
Tudor Investment Corporation 0.02% New 156,796 $4.2M
Corient Private Wealth LP 0.01% Add +2353.9% 156,265 $4.2M
Nuveen, LLC 0.00% Add +31.1% 148,612 $4.0M
Public Employees Retirement System of Ohio 0.01% Add +0.2% 139,840 $3.8M
Edgestream Partners, L.P. 0.12% New 134,491 $3.6M
Invesco Ltd. 0.00% Add +34.8% 122,063 $3.3M
Squarepoint Ops LLC 0.01% New 115,708 $3.1M
SG Americas Securities, LLC 0.00% Reduce -83.7% 115,579 $3.1M
Wealth Enhancement Advisory Services, LLC 0.01% Add +75.8% 111,590 $3.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -1.2% 110,367 $3.0M
XTX Topco Ltd 0.05% Add +102.0% 107,801 $2.9M
Stifel Financial Corp. 0.00% Add +2.7% 107,035 $2.9M
Citadel Advisors 0.00% Reduce -66.3% 103,645 $2.8M
GatePass Capital, LLC 1.30% New 98,163 $2.6M
Victory Capital Management Inc. 0.00% Add +274.1% 97,335 $2.6M
Swiss National Bank 0.00% Add +1.0% 96,800 $2.6M
Quantbot Technologies LP 0.09% Add +1540.0% 86,168 $2.3M
Creative Planning 0.00% Add +182.7% 78,223 $2.1M
Russell Investments Group, Ltd. 0.00% Reduce -54.9% 75,357 $2.0M
Bridge City Capital, LLC 0.48% Reduce -28.3% 65,042 $1.7M
Aquatic Capital Management LLC 0.05% New 63,867 $1.7M
Rhumbline Advisers 0.00% Reduce -1.4% 63,725 $1.7M
California State Teachers Retirement System 0.00% Add +36.2% 63,110 $1.7M
First Trust Advisors LP 0.00% Add +236.2% 62,286 $1.7M
ExodusPoint Capital Management, LP 0.02% Reduce -38.4% 61,144 $1.6M
T. Rowe Price Associates Inc. 0.00% Add +22.1% 59,348 $1.6M
Boothbay Fund Management, LLC 0.04% New 58,533 $1.6M
Woodard & Co. Asset Management Group Inc. 0.25% No change 57,645 $1.5M
Pathstone Holdings, LLC 0.01% Add +533.2% 57,253 $1.5M
Jump Financial, LLC 0.02% New 55,100 $1.5M
Balyasny Asset Management L.P. 0.00% Add +171.9% 54,871 $1.5M
Chatham Capital Group, Inc. 0.19% Reduce -1.8% 49,957 $1.3M
Capital Fund Management S.A. 0.01% New 49,522 $1.3M
Susquehanna International Group, LLP 0.00% Reduce -27.1% 45,328 $1.2M
Taylor Frigon Capital Management LLC 0.69% Add +0.6% 45,297 $1.2M
Barclays PLC 0.00% Reduce -52.9% 44,383 $1.2M
Campbell & CO Investment Adviser LLC 0.07% Reduce -42.8% 43,558 $1.2M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 43,533 $1.2M
Private Advisor Group, LLC 0.01% Add +0.2% 42,652 $1.1M
Legal & General Group Plc 0.00% Reduce -18.6% 41,791 $1.1M
Envestnet Asset Management Inc. 0.00% Add +4.2% 41,598 $1.1M
Schonfeld Strategic Advisors LLC 0.01% New 40,218 $1.1M
Great Lakes Advisors, LLC 0.01% Reduce -0.1% 39,389 $1.1M

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

Show all 263 holders