Who Holds CBIZ, Inc. (CBZ)? 259 Institutional Holders, Q2 2026
Managers with more than $100 million in US equities report their holdings on Form 13F within 45 days of each quarter end. Quarter ended 30 Jun 2026: 259 holders, $1.6 billion in total.
Largest holders
The 100 largest by value. Change in shares against Q1 2026.
| Manager | Shares | Value | Change | |
|---|---|---|---|---|
| FMR LLC | 8,047,282 | $258 million | +7% | 13F |
| BlackRock, Inc. | 4,971,786 | $159 million | +30% | 13F |
| BANK OF MONTREAL /CAN/ | 3,453,723 | $111 million | -2% | 13F |
| 22C Capital LLC | 3,202,267 | $103 million | +0% | 13F |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,259,967 | $72 million | +5% | 13F |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,253,744 | $72 million | +9% | 13F |
| MORGAN STANLEY | 1,492,737 | $48 million | -26% | 13F |
| GEODE CAPITAL MANAGEMENT, LLC | 1,257,357 | $40 million | +8% | 13F |
| STATE STREET CORP | 1,244,553 | $40 million | +8% | 13F |
| P2 Capital Partners, LLC | 1,136,974 | $36 million | 0% | 13F |
| BloombergSen Inc. | 1,068,306 | $34 million | +7% | 13F |
| ROYCE & ASSOCIATES LP | 992,770 | $32 million | +20% | 13F |
| Boston Partners | 778,451 | $26 million | +39% | 13F |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 736,320 | $24 million | +27% | 13F |
| NORTHERN TRUST CORP | 711,168 | $23 million | -8% | 13F |
| AQR CAPITAL MANAGEMENT LLC | 709,617 | $23 million | +189% | 13F |
| Fenimore Asset Management Inc | 681,628 | $22 million | 0% | 13F |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 665,870 | $21 million | +7% | 13F |
| DG Capital Management, LLC | 660,000 | $21 million | New | 13F |
| AMERIPRISE FINANCIAL INC | 591,470 | $19 million | -2% | 13F |
| GOLDMAN SACHS GROUP INC | 588,686 | $19 million | -14% | 13F |
| DIMENSIONAL FUND ADVISORS LP | 546,915 | $18 million | +0% | 13F |
| WATERS PARKERSON & CO., LLC | 515,707 | $17 million | -1% | 13F |
| BNP PARIBAS FINANCIAL MARKETS | 475,961 | $15 million | -15% | 13F |
| Nuveen, LLC | 464,362 | $15 million | +212% | 13F |
| Allianz Asset Management GmbH | 544,846 | $15 million | +0% | 13F |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 451,259 | $14 million | +120% | 13F |
| UBS Group AG | 411,595 | $13 million | +46% | 13F |
| PRUDENTIAL FINANCIAL INC | 411,251 | $13 million | +15% | 13F |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 350,500 | $11 million | -2% | 13F |
| MONTRUSCO BOLTON INVESTMENTS INC. | 342,221 | $11 million | +1% | 13F |
| LOOMIS SAYLES & CO L P | 339,085 | $11 million | 0% | 13F |
| Dana Investment Advisors, Inc. | 322,771 | $10 million | New | 13F |
| VANGUARD FIDUCIARY TRUST CO | 322,059 | $10 million | -7% | 13F |
| GENEVA CAPITAL MANAGEMENT LLC | 294,044 | $9 million | -17% | 13F |
| Russell Investments Group, Ltd. | 278,966 | $9 million | +270% | 13F |
| GatePass Capital, LLC | 258,877 | $8 million | +164% | 13F |
| ROYAL BANK OF CANADA | 241,840 | $8 million | -12% | 13F |
| Allspring Global Investments Holdings, LLC | 213,598 | $7 million | +23% | 13F |
| BANK OF AMERICA CORP /DE/ | 224,255 | $7 million | -48% | 13F |
| Quantinno Capital Management LP | 218,579 | $7 million | +25% | 13F |
| TUDOR INVESTMENT CORP ET AL | 213,627 | $7 million | +36% | 13F |
| Engine Capital Management, LP | 201,998 | $6 million | New | 13F |
| Creative Planning | 195,084 | $6 million | +149% | 13F |
| FIRST TRUST ADVISORS LP | 189,662 | $6 million | +205% | 13F |
| Bank of New York Mellon Corp | 188,621 | $6 million | +13% | 13F |
| Clearline Capital LP | 174,345 | $6 million | +0% | 13F |
| FIRST MANHATTAN CO. LLC. | 170,975 | $5 million | +6% | 13F |
| Edgestream Partners, L.P. | 167,963 | $5 million | +25% | 13F |
| Corient Private Wealth LP | 167,780 | $5 million | +7% | 13F |
| PRELUDE CAPITAL MANAGEMENT, LLC | 157,894 | $5 million | New | 13F |
| TWO SIGMA INVESTMENTS, LP | 138,434 | $4 million | -58% | 13F |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 116,044 | $4 million | +4% | 13F |
| BLAIR WILLIAM & CO/IL | 133,891 | $4 million | -19% | 13F |
| Invesco Ltd. | 129,561 | $4 million | +6% | 13F |
| Summit Creek Advisors LLC | 123,551 | $4 million | -47% | 13F |
| BARCLAYS PLC | 114,157 | $4 million | +157% | 13F |
| D. E. Shaw & Co., Inc. | 112,199 | $4 million | -58% | 13F |
| Swiss National Bank | 104,500 | $3 million | +8% | 13F |
| STIFEL FINANCIAL CORP | 104,161 | $3 million | -3% | 13F |
| VICTORY CAPITAL MANAGEMENT INC | 103,788 | $3 million | +7% | 13F |
| FEDERATED HERMES, INC. | 100,099 | $3 million | New | 13F |
| Qube Research & Technologies Ltd | 96,649 | $3 million | -81% | 13F |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 94,392 | $3 million | -14% | 13F |
| Trexquant Investment LP | 89,401 | $3 million | -73% | 13F |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 85,788 | $3 million | +89% | 13F |
| ALGERT GLOBAL LLC | 74,865 | $2 million | +127% | 13F |
| MARSHALL WACE, LLP | 74,383 | $2 million | +272% | 13F |
| Taylor Frigon Capital Management LLC | 74,318 | $2 million | +64% | 13F |
| PICTON MAHONEY ASSET MANAGEMENT | 72,912 | $2 million | New | 13F |
| RHUMBLINE ADVISERS | 68,115 | $2 million | +7% | 13F |
| WELLS FARGO & COMPANY/MN | 66,909 | $2 million | +97% | 13F |
| XTX Topco Ltd | 66,593 | $2 million | -38% | 13F |
| Bridge City Capital, LLC | 63,792 | $2 million | -2% | 13F |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 61,549 | $2 million | -2% | 13F |
| CHATHAM CAPITAL GROUP, INC. | 59,773 | $2 million | +20% | 13F |
| DEUTSCHE BANK AG\ | 57,708 | $2 million | -67% | 13F |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 57,645 | $2 million | +0% | 13F |
| VANGUARD ASSET MANAGEMENT, Ltd | 50,681 | $2 million | +16% | 13F |
| JPMORGAN CHASE & CO | 47,098 | $2 million | -79% | 13F |
| Holocene Advisors, LP | 47,794 | $2 million | +30% | 13F |
| Legal & General Group Plc | 45,973 | $1 million | +10% | 13F |
| ALLIANCEBERNSTEIN L.P. | 51,816 | $1 million | -94% | 13F |
| Private Advisor Group, LLC | 42,652 | $1 million | +0% | 13F |
| HSBC HOLDINGS PLC | 41,460 | $1 million | New | 13F |
| ENVESTNET ASSET MANAGEMENT INC | 41,544 | $1 million | 0% | 13F |
| Mariner, LLC | 39,879 | $1 million | New | 13F |
| Balyasny Asset Management L.P. | 37,832 | $1 million | -31% | 13F |
| NEW YORK STATE COMMON RETIREMENT FUND | 36,206 | $1 million | +0% | 13F |
| GREAT LAKES ADVISORS, LLC | 35,586 | $1 million | -10% | 13F |
| Roundview Capital LLC | 34,577 | $1 million | -3% | 13F |
| MERCER GLOBAL ADVISORS INC /ADV | 34,561 | $1 million | +132% | 13F |
| Gotham Asset Management, LLC | 34,530 | $1 million | +46% | 13F |
| CITADEL ADVISORS LLC | 34,235 | $1 million | -67% | 13F |
| CAPITAL FUND MANAGEMENT S.A. | 33,908 | $1 million | -32% | 13F |
| Cerity Partners LLC | 33,623 | $1 million | +178% | 13F |
| HighTower Advisors, LLC | 30,581 | $981,028 | +1% | 13F |
| Bleakley Financial Group, LLC | 30,126 | $966,442 | +126% | 13F |
| MetLife Investment Management, LLC | 28,865 | $925,989 | +5% | 13F |
| CITIGROUP INC | 27,103 | $869,464 | +402% | 13F |
Questions and answers
- How many institutions hold CBIZ, Inc.?
- 259 managers reported CBIZ, Inc. on Form 13F for the quarter ended 30 June 2026, against 263 the quarter before.
- Who is the largest institutional holder of CBIZ, Inc.?
- FMR LLC, with 8,047,282 shares worth $258 million on its 13F for Q2 2026.
- How many institutions bought or sold out of CBIZ, Inc. in Q2 2026?
- 45 managers reported a new position and 49 reported none after holding it the quarter before.
Source: SEC EDGAR, Form 13F (public domain). Counts and values as filed. Cite this page: Tamarly Intelligence, "Who holds CBIZ, Inc., Q2 2026", https://app.tamarly.ai/holders/cbiz, built from SEC EDGAR.
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