CBIZ, Inc. (CBZ) — Institutional Holders, Q2 2026

262 institutional investment managers reported a CBZ position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $1.6B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← CBZ stock profile

CBZ in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

103

Trimmed

Sold out

Biggest buyers

BlackRockAdded · +1,159,861 sh+$37.2M
DG Capital ManagementNew · +660,000 sh+$21.2M
FMRAdded · +536,239 sh+$17.2M
AQR CAPITAL MANAGEMENTAdded · +463,814 sh+$14.9M
Dana Investment AdvisorsNew · +322,771 sh+$10.4M

Biggest sellers

Sunriver ManagementSold out · -968,631 sh-$31.1M
ALLIANCEBERNSTEIN L.P.Trimmed · -850,157 sh-$27.3M
MORGAN STANLEYTrimmed · -515,888 sh-$16.5M
GW&K Investment ManagementTrimmed · -475,941 sh-$15.3M
MILLENNIUM MANAGEMENTSold out · -464,648 sh-$14.9M

CBZ 13F holders ranked 1–100 of 262

Institutional investors reporting a position in CBIZ, Inc. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	FMR#1 · 8,047,282 sh	8,047,282	$258.2M	0.01%	+7.1%
2	BlackRock#2 · 4,971,786 sh	4,971,786	$159.5M	<0.01%	+30.4%
3	BANK OF MONTREAL#3 · 3,453,723 sh	3,453,723	$110.8M	0.04%	-1.5%
4	22C Capital#4 · 3,202,267 sh	3,202,267	$102.7M	100.00%	0.0%
5	VANGUARD CAPITAL MANAGEMENT#5 · 2,259,967 sh	2,259,967	$72.5M	<0.01%	+5.3%
6	VANGUARD PORTFOLIO MANAGEMENT#6 · 2,253,744 sh	2,253,744	$72.3M	<0.01%	+8.7%
7	MORGAN STANLEY#7 · 1,492,737 sh	1,492,737	$47.9M	<0.01%	-25.7%
8	GEODE CAPITAL MANAGEMENT#8 · 1,257,357 sh	1,257,357	$40.3M	<0.01%	+8.5%
9	STATE STREET#9 · 1,244,553 sh	1,244,553	$39.9M	<0.01%	+8.1%
10	P2 Capital Partners#10 · 1,136,974 sh	1,136,974	$36.5M	14.85%	-0.3%
11	BloombergSen#11 · 1,068,306 sh	1,068,306	$34.3M	2.56%	+7.5%
12	ROYCE & ASSOCIATES#12 · 992,770 sh	992,770	$31.8M	0.26%	+20.2%
13	Boston Partners#13 · 778,451 sh	778,451	$25.7M	0.02%	+38.7%
14	SILVERCREST ASSET MANAGEMENT GROUP#14 · 736,320 sh	736,320	$23.6M	0.15%	+27.0%
15	NORTHERN#15 · 711,168 sh	711,168	$22.8M	<0.01%	-7.5%
16	AQR CAPITAL MANAGEMENT#16 · 709,617 sh	709,617	$22.8M	<0.01%	+188.7%
17	FENIMORE ASSET MANAGEMENT#17 · 681,628 sh	681,628	$21.9M	—	-0.1%
18	CHARLES SCHWAB INVESTMENT MANAGEMENT#18 · 665,870 sh	665,870	$21.4M	<0.01%	+7.0%
19	DG Capital Management#19 · 660,000 sh	660,000	$21.2M	4.46%	New
20	AMERIPRISE FINANCIAL#20 · 591,470 sh	591,470	$19.0M	<0.01%	-1.6%
21	GOLDMAN SACHS GROUP#21 · 588,686 sh	588,686	$18.9M	<0.01%	-14.3%
22	DIMENSIONAL FUND ADVISORS#22 · 546,915 sh	546,915	$17.5M	<0.01%	0.0%
23	WATERS PARKERSON#23 · 515,707 sh	515,707	$16.5M	0.82%	-1.4%
24	BNP PARIBAS FINANCIAL MARKETS#24 · 475,961 sh	475,961	$15.3M	<0.01%	-14.7%
25	Nuveen#25 · 464,362 sh	464,362	$14.9M	<0.01%	+212.5%
26	Allianz Asset Management GmbH#26 · 544,846 sh	544,846	$14.6M	0.01%	0.0%
27	BASSWOOD CAPITAL MANAGEMENT, L.L.C.#27 · 451,259 sh	451,259	$14.5M	0.58%	+120.5%
28	UBS Group AG#28 · 411,595 sh	411,595	$13.2M	<0.01%	+46.0%
29	PRUDENTIAL FINANCIAL#29 · 411,251 sh	411,251	$13.2M	0.01%	+14.9%
30	HOTCHKIS & WILEY CAPITAL MANAGEMENT#30 · 350,500 sh	350,500	$11.2M	0.03%	-1.9%
31	MONTRUSCO BOLTON INVESTMENTS#31 · 342,221 sh	342,221	$11.0M	—	+0.6%
32	LOOMIS SAYLES & L P#32 · 339,085 sh	339,085	$10.9M	0.01%	-0.3%
33	Dana Investment Advisors#33 · 322,771 sh	322,771	$10.4M	0.27%	New
34	VANGUARD FIDUCIARY#34 · 322,059 sh	322,059	$10.3M	<0.01%	-6.6%
35	GENEVA CAPITAL MANAGEMENT#35 · 294,044 sh	294,044	$9.4M	0.22%	-16.7%
36	Russell Investments Group, Ltd.#36 · 278,966 sh	278,966	$8.9M	<0.01%	+270.2%
37	GatePass Capital#37 · 258,877 sh	258,877	$8.3M	3.15%	+163.7%
38	ROYAL BANK OF CANADA#38 · 241,840 sh	241,840	$7.8M	<0.01%	-11.8%
39	Allspring Global Investments#39 · 213,598 sh	213,598	$7.3M	0.01%	+23.0%
40	BANK OF AMERICA#40 · 224,255 sh	224,255	$7.2M	<0.01%	-47.9%
41	Quantinno Capital Management#41 · 218,579 sh	218,579	$7.0M	<0.01%	+24.9%
42	TUDOR INVESTMENT ET AL#42 · 213,627 sh	213,627	$6.9M	<0.01%	+36.2%
43	Engine Capital Management#43 · 201,998 sh	201,998	$6.5M	0.63%	New
44	Creative Planning#44 · 195,084 sh	195,084	$6.3M	<0.01%	+149.4%
45	FIRST ADVISORS#45 · 189,662 sh	189,662	$6.1M	<0.01%	+204.5%
46	Bank of New York Mellon#46 · 188,621 sh	188,621	$6.1M	<0.01%	+13.1%
47	Clearline Capital#47 · 174,345 sh	174,345	$5.6M	0.33%	0.0%
48	FIRST MANHATTAN#48 · 170,975 sh	170,975	$5.5M	0.01%	+6.2%
49	Edgestream Partners, L.P.#49 · 167,963 sh	167,963	$5.4M	0.16%	+24.9%
50	Corient Private Wealth#50 · 167,780 sh	167,780	$5.4M	<0.01%	+7.4%
51	Cygnus Capital Advisors#51 · 163,214 sh	163,214	$5.2M	3.56%	New
52	PRELUDE CAPITAL MANAGEMENT#52 · 157,894 sh	157,894	$5.1M	0.37%	New
53	TWO SIGMA INVESTMENTS#53 · 138,434 sh	138,434	$4.4M	<0.01%	-58.1%
54	WEALTH ENHANCEMENT ADVISORY SERVICES#54 · 116,044 sh	116,044	$4.4M	—	+4.0%
55	BLAIR WILLIAM#55 · 133,891 sh	133,891	$4.3M	0.01%	-18.7%
56	Invesco Ltd.#56 · 129,561 sh	129,561	$4.2M	<0.01%	+6.1%
57	Summit Creek Advisors#57 · 123,551 sh	123,551	$4.0M	1.35%	-47.3%
58	BARCLAYS PLC#58 · 114,157 sh	114,157	$3.7M	<0.01%	+157.2%
59	D. E. Shaw#59 · 112,199 sh	112,199	$3.6M	<0.01%	-58.2%
60	Swiss National Bank#60 · 104,500 sh	104,500	$3.4M	<0.01%	+8.0%
61	STIFEL FINANCIAL#61 · 104,161 sh	104,161	$3.3M	<0.01%	-2.7%
62	VICTORY CAPITAL MANAGEMENT#62 · 103,788 sh	103,788	$3.3M	<0.01%	+6.6%
63	FEDERATED HERMES#63 · 100,099 sh	100,099	$3.2M	<0.01%	New
64	Qube Research & Technologies Ltd#64 · 96,649 sh	96,649	$3.1M	<0.01%	-81.1%
65	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#65 · 94,392 sh	94,392	$3.0M	<0.01%	-14.5%
66	Trexquant Investment#66 · 89,401 sh	89,401	$2.9M	0.02%	-73.3%
67	SUSQUEHANNA INTERNATIONAL GROUP, LLP#67 · 85,788 sh	85,788	$2.8M	<0.01%	+89.3%
68	ALGERT GLOBAL#68 · 74,865 sh	74,865	$2.4M	0.03%	+126.7%
69	MARSHALL WACE, LLP#69 · 74,383 sh	74,383	$2.4M	<0.01%	+271.5%
70	Taylor Frigon Capital Management#70 · 74,318 sh	74,318	$2.4M	—	+64.1%
71	PICTON MAHONEY ASSET MANAGEMENT#71 · 72,912 sh	72,912	$2.3M	0.02%	New
72	PRICE T ROWE ASSOCIATES#72 · 68,871 sh	68,871	$2.2M	<0.01%	+16.0%
73	RHUMBLINE ADVISERS#73 · 68,115 sh	68,115	$2.2M	<0.01%	+6.9%
74	WELLS FARGO & COMPANY#74 · 66,909 sh	66,909	$2.1M	<0.01%	+97.3%
75	XTX Topco Ltd#75 · 66,593 sh	66,593	$2.1M	0.03%	-38.2%
76	Bridge City Capital#76 · 63,792 sh	63,792	$2.0M	0.47%	-1.9%
77	CHATHAM CAPITAL GROUP#77 · 59,773 sh	59,773	$1.9M	—	+19.6%
78	DEUTSCHE BANK AG\#78 · 57,708 sh	57,708	$1.9M	<0.01%	-66.5%
79	WOODARD & ASSET MANAGEMENT GROUP#79 · 57,645 sh	57,645	$1.8M	0.27%	0.0%
80	VANGUARD ASSET MANAGEMENT, Ltd#80 · 50,681 sh	50,681	$1.6M	<0.01%	+16.4%
81	JPMORGAN CHASE#81 · 47,098 sh	47,098	$1.6M	<0.01%	-79.0%
82	Holocene Advisors#82 · 47,794 sh	47,794	$1.5M	<0.01%	+30.2%
83	Legal & General Group Plc#83 · 45,973 sh	45,973	$1.5M	<0.01%	+10.0%
84	ALLIANCEBERNSTEIN L.P.#84 · 51,816 sh	51,816	$1.4M	<0.01%	-94.3%
85	Private Advisor Group#85 · 42,652 sh	42,652	$1.4M	<0.01%	0.0%
86	HSBC PLC#86 · 41,460 sh	41,460	$1.3M	<0.01%	New
87	ENVESTNET ASSET MANAGEMENT#87 · 41,544 sh	41,544	$1.3M	<0.01%	-0.1%
88	SG Americas Securities#88 · 40,414 sh	40,414	$1.3M	<0.01%	-65.0%
89	Mariner#89 · 39,879 sh	39,879	$1.3M	<0.01%	New
90	BALYASNY ASSET MANAGEMENT L.P.#90 · 37,832 sh	37,832	$1.2M	<0.01%	-31.1%
91	NEW YORK STATE COMMON RETIREMENT FUND#91 · 36,206 sh	36,206	$1.2M	<0.01%	0.0%
92	GREAT LAKES ADVISORS#92 · 35,586 sh	35,586	$1.1M	<0.01%	-9.7%
93	Roundview Capital#93 · 34,577 sh	34,577	$1.1M	0.06%	-2.5%
94	MERCER GLOBAL ADVISORS#94 · 34,561 sh	34,561	$1.1M	<0.01%	+132.3%
95	Gotham Asset Management#95 · 34,530 sh	34,530	$1.1M	<0.01%	+45.7%
96	CITADEL ADVISORS#96 · 34,235 sh	34,235	$1.1M	<0.01%	-67.0%
97	CAPITAL FUND MANAGEMENT S.A.#97 · 33,908 sh	33,908	$1.1M	<0.01%	-31.5%
98	Cerity Partners#98 · 33,623 sh	33,623	$1.1M	<0.01%	+178.4%
99	HighTower Advisors#99 · 30,581 sh	30,581	$981.0K	<0.01%	+0.7%
100	Bleakley Financial Group#100 · 30,126 sh	30,126	$966.4K	0.01%	+125.6%

Funds that sold out of CBZ in Q2 2026 (45)

Held CBZ at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held CBZ in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
Sunriver Management968,631 sh	968,631	$26.0M
MILLENNIUM MANAGEMENT464,648 sh	464,648	$12.5M
Point72 Asset Management, L.P.429,664 sh	429,664	$11.5M
JANE STREET GROUP399,920 sh	399,920	$10.7M
WELLINGTON MANAGEMENT GROUP LLP310,838 sh	310,838	$8.3M
WCM INVESTMENT MANAGEMENT183,268 sh	183,268	$5.0M
Squarepoint Ops115,708 sh	115,708	$3.1M
Aquatic Capital Management63,867 sh	63,867	$1.7M
ExodusPoint Capital Management61,144 sh	61,144	$1.6M
BOOTHBAY FUND MANAGEMENT58,533 sh	58,533	$1.6M
Schonfeld Strategic Advisors40,218 sh	40,218	$1.1M
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY28,887 sh	28,887	$776.0K
Numerai GP28,654 sh	28,654	$769.4K
OXFORD ASSET MANAGEMENT LLP27,001 sh	27,001	$725.0K
Freestone Grove Partners26,652 sh	26,652	$715.6K
EntryPoint Capital24,002 sh	24,002	$644.5K
Assenagon Asset Management S.A.22,483 sh	22,483	$603.7K
DARK FOREST CAPITAL MANAGEMENT18,203 sh	18,203	$488.8K
Brevan Howard Capital Management16,706 sh	16,706	$448.6K
EQUITABLE15,803 sh	15,803	$424.3K
Centiva Capital15,454 sh	15,454	$414.9K
Graham Capital Management, L.P.13,303 sh	13,303	$357.2K
Federation des caisses Desjardins du Quebec12,028 sh	12,028	$323.0K
Atom Investors10,988 sh	10,988	$295.0K
CAXTON ASSOCIATES LLP10,278 sh	10,278	$276.0K
FOX RUN MANAGEMENT, L.L.C.9,581 sh	9,581	$258.8K
Headlands Technologies8,328 sh	8,328	$223.6K
Scientech Research7,624 sh	7,624	$204.7K
FourThought Financial Partners7,570 sh	7,570	$203.3K
AIGEN INVESTMENT MANAGEMENT7,476 sh	7,476	$200.7K
COMMERCE BANK7,457 sh	7,457	$200.2K
Bayforest Capital Ltd4,284 sh	4,284	$115.0K
NOMURA ASSET MANAGEMENT LTD1,100 sh	1,100	$29.5K
Johnson Financial Group1,005 sh	1,005	$27.0K
Destiny Wealth Partners913 sh	913	$24.5K
ASSETMARK905 sh	905	$24.3K
State of Wyoming461 sh	461	$12.4K
MAI Capital Management439 sh	439	$11.8K
MATHER GROUP195 sh	195	$5.2K
Advisory Services Network114 sh	114	$3.1K
NATIONAL BANK OF CANADA111 sh	111	$3.0K
WealthCollab45 sh	45	$1.2K
Quarry30 sh	30	$806.00
Innovative Asset Advisors Group20 sh	20	$537.00
Dunhill Financial1 sh	1	$29.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.