CBIZ, Inc. (CBZ) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

62,699,000Shares Outstanding

54,550,482Shares held by institutions

$1,773,981,675Value of institutional holdings

87.00%Institutional ownership %

14.36%Shares Changed QoQ

257No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

CBIZ, Inc. (NYSE:CBZ) appears in 257 institutional 13F filings for the quarter ending December 2025.

Collectively, these holders controlled 86.0% of Cbiz's outstanding shares in December 2025, up from 81.6% in September 2025.
They increased total shares held in Cbiz by 13.43% from the prior quarter, while the number of investors in CBZ decreased 7.89% year over year.
Of these 257 holders, 119 added to their stakes in Cbiz, 104 trimmed positions, and 34 made no changes.
The aggregate institutional position in Cbiz amounted to 53.91Mn shares as of December 2025, up by 6.38Mn shares quarter on quarter, and up 4.74Mn shares year over year.
SG Americas Securities, LLC is the top holder of Cbiz as of December 31, 2025, with 115.58K shares representing 0.18% of outstanding stock.
The most significant purchases of CBZ for the quarter ending December 2025 came from WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (111.59K), Inspire Investing, LLC (9.97K), Bayforest Capital Ltd (4.28K), HHM Wealth Advisors, LLC (4.0K), Versant Capital Management, Inc (2.41K).
Top sellers of CBZ stock for the quarter ending December 2025 included SG Americas Securities, LLC (591.13K), Sterling Capital Management LLC (22.86K), CHATHAM CAPITAL GROUP, INC. (920), Assenagon Asset Management S.A. (396).
Per Business Quant, the top 10 investors in CBZ for the quarter ending December 2025 include SG Americas Securities, LLC (115.58K), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (111.59K), CHATHAM CAPITAL GROUP, INC. (49.96K), Assenagon Asset Management S.A. (22.48K), Inspire Investing, LLC (19.2K), LETSON INVESTMENT MANAGEMENT, INC. (16.02K), Pictet Asset Management Holding SA (8.05K), Bayforest Capital Ltd (4.28K), HHM Wealth Advisors, LLC (4.0K), State of Alaska, Department of Revenue (3.54K).

257 Institutional Holders

54,550,482 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
FMR LLC	31 Dec, 2025	7,132,907	4,110,627	136.01%	$359,855,143.00
VANGUARD GROUP INC	31 Dec, 2025	4,837,727	-50,796	-1.04%	$244,063,328.00
BlackRock, Inc.	31 Dec, 2025	3,598,287	57,485	1.62%	$181,533,581.00
Morgan Stanley	31 Dec, 2025	3,251,355	-149,742	-4.40%	$164,030,960.00
22C Capital LLC	31 Dec, 2025	3,202,267	3,202,267	0.00%	$161,554,370.00
Capital Research Global Investors	31 Dec, 2025	2,914,541	-6,785	-0.23%	$147,038,593.00
Bank Of Montreal /Can/	31 Dec, 2025	2,251,649	2,251,649	0.00%	$113,595,692.00
P2 Capital Partners, LLC	31 Dec, 2025	1,773,391	57,066	3.32%	$89,467,576.00
Durable Capital Partners LP	31 Dec, 2025	1,631,969	-2,293,098	-58.42%	$82,332,836.00
Goldman Sachs Group Inc	31 Dec, 2025	1,270,868	962,487	312.11%	$64,115,290.00
State Street Corp	31 Dec, 2025	1,148,890	-6,043	-0.52%	$57,961,501.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	1,145,556	-4,079	-0.35%	$57,802,733.00
BloombergSen Inc.	31 Dec, 2025	1,028,295	-79,555	-7.18%	$51,877,483.00
Sunriver Management LLC	31 Dec, 2025	989,349	392,587	65.79%	$49,912,657.00
Allspring Global Investments Holdings, LLC	31 Dec, 2025	977,046	155,563	18.94%	$49,633,936.00
Capital World Investors	31 Dec, 2025	919,902	-380	-0.04%	$46,409,056.00
Northern Trust Corp	31 Dec, 2025	910,742	-23,074	-2.47%	$45,946,935.00
Janus Henderson Group Plc	31 Dec, 2025	910,713	-37,931	-4.00%	$45,945,687.00
SILVERCREST ASSET MANAGEMENT GROUP LLC	31 Dec, 2025	874,553	-51,693	-5.58%	$44,121,353.00
GW&K Investment Management, LLC	31 Dec, 2025	779,033	21,603	2.85%	$39,302.00

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