CBIZ, Inc. (CBZ) — Institutional Holders, Q2 2026 (page 3)
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 201 to 262. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
CBZ 13F holders ranked 201–262 of 262
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | GAMMA Investing#201 · 1,916 sh | 1,916 | $61.5K | — | +50.2% |
| 202 | Nykredit A/S#202 · 1,720 sh | 1,720 | $55.2K | <0.01% | — |
| 203 | OF VERMONT#203 · 1,650 sh | 1,650 | $52.9K | — | — |
| 204 | KBC Group NV#204 · 1,611 sh | 1,611 | $52.0K | — | 0.0% |
| 205 | Montgomery Financial Services#205 · 1,492 sh | 1,492 | $47.9K | 0.04% | — |
| 206 | RAFFA WEALTH MANAGEMENT#206 · 1,180 sh | 1,180 | $37.9K | <0.01% | New |
| 207 | Sterling Capital Management#207 · 992 sh | 992 | $31.8K | — | +211.9% |
| 208 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#208 · 975 sh | 975 | $31.3K | <0.01% | -99.3% |
| 209 | Farther Finance Advisors#209 · 959 sh | 959 | $30.9K | — | +6.6% |
| 210 | BNP Paribas Asset Management Holding S.A.#210 · 932 sh | 932 | $29.9K | 0.00% | +14.6% |
| 211 | Fortis Group Advisors#211 · 875 sh | 875 | $28.1K | <0.01% | 0.0% |
| 212 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#212 · 852 sh | 852 | $27.3K | 0.00% | +1978.0% |
| 213 | Smartleaf Asset Management#213 · 726 sh | 726 | $23.5K | <0.01% | 0.0% |
| 214 | Keating Financial Advisory Services#214 · 530 sh | 530 | $17.0K | <0.01% | 0.0% |
| 215 | Pinnacle Wealth Planning Services#215 · 514 sh | 514 | $16.5K | <0.01% | 0.0% |
| 216 | Ancora Advisors#216 · 500 sh | 500 | $16.0K | <0.01% | 0.0% |
| 217 | Trust Co#217 · 500 sh | 500 | $16.0K | — | 0.0% |
| 218 | Parallel Advisors#218 · 488 sh | 488 | $15.7K | <0.01% | +101.7% |
| 219 | Owl Creek Wealth Partners#219 · 390 sh | 390 | $12.5K | — | +3800.0% |
| 220 | Essential Partners#220 · 370 sh | 370 | $11.9K | — | +124.2% |
| 221 | HARBOR CAPITAL ADVISORS#221 · 346 sh | 346 | $11.0K | — | -0.9% |
| 222 | Nvest Wealth Strategies#222 · 325 sh | 325 | $10.4K | — | +160.0% |
| 223 | Quantbot Technologies#223 · 302 sh | 302 | $9.7K | <0.01% | -99.6% |
| 224 | ROTHSCHILD INVESTMENT#224 · 267 sh | 267 | $8.6K | <0.01% | +62.8% |
| 225 | SouthState Bank#225 · 265 sh | 265 | $8.5K | <0.01% | 0.0% |
| 226 | Rockefeller Capital Management L.P.#226 · 232 sh | 232 | $7.4K | 0.00% | -28.6% |
| 227 | LOS ANGELES CAPITAL MANAGEMENT#227 · 220 sh | 220 | $7.1K | 0.00% | 0.0% |
| 228 | J.Safra Asset Management#228 · 215 sh | 215 | $6.9K | <0.01% | 0.0% |
| 229 | Global Retirement Partners#229 · 196 sh | 196 | $6.3K | <0.01% | — |
| 230 | Bare Financial Services#230 · 186 sh | 186 | $6.0K | <0.01% | +675.0% |
| 231 | Optiver Holding B.V.#231 · 174 sh | 174 | $5.6K | 0.00% | -14.7% |
| 232 | Private Wealth Management Group#232 · 168 sh | 168 | $5.4K | — | +12.8% |
| 233 | Clearstead Advisors#233 · 162 sh | 162 | $5.2K | 0.00% | New |
| 234 | Mitsubishi UFJ Asset Management , Ltd.#234 · 144 sh | 144 | $4.6K | 0.00% | 0.0% |
| 235 | BROWN BROTHERS HARRIMAN#235 · 117 sh | 117 | $3.8K | 0.00% | 0.0% |
| 236 | True Wealth Design#236 · 114 sh | 114 | $3.7K | — | New |
| 237 | CENTRAL#237 · 108 sh | 108 | $3.5K | <0.01% | -37.9% |
| 238 | Silver Grove Financial Group#238 · 97 sh | 97 | $3.1K | <0.01% | New |
| 239 | Avion Wealth#239 · 113 sh | 113 | $3.0K | <0.01% | +29.9% |
| 240 | Bell Investment Advisors#240 · 75 sh | 75 | $2.4K | <0.01% | +36.4% |
| 241 | Kilter Group#241 · 69 sh | 69 | $2.2K | <0.01% | -33.0% |
| 242 | Wealth Enhancement Services#242 · 59 sh | 59 | $1.9K | — | New |
| 243 | SJS Investment Consulting#243 · 55 sh | 55 | $1.8K | — | +816.7% |
| 244 | JPL Wealth Management#244 · 54 sh | 54 | $1.7K | <0.01% | +22.7% |
| 245 | IFP Advisors#245 · 51 sh | 51 | $1.6K | — | +168.4% |
| 246 | Cornerstone Planning Group#246 · 40 sh | 40 | $1.6K | — | +233.3% |
| 247 | WHITTIER OF NEVADA#247 · 43 sh | 43 | $1.6K | 0.00% | 0.0% |
| 248 | CoreCap Advisors#248 · 35 sh | 35 | $1.1K | — | New |
| 249 | Investors Portfolio Services#249 · 34 sh | 34 | $1.1K | <0.01% | 0.0% |
| 250 | HARBOUR INVESTMENTS#250 · 32 sh | 32 | $1.0K | 0.00% | 0.0% |
| 251 | Ronald Blue#251 · 31 sh | 31 | $994.00 | — | 0.0% |
| 252 | Torren Management#252 · 24 sh | 24 | $770.00 | <0.01% | 0.0% |
| 253 | Manchester Capital Management#253 · 22 sh | 22 | $706.00 | — | 0.0% |
| 254 | Rialto Wealth Management#254 · 19 sh | 19 | $610.00 | <0.01% | New |
| 255 | Bruce G. Allen Investments#255 · 15 sh | 15 | $481.00 | <0.01% | +15.4% |
| 256 | NewEdge Advisors#256 · 12 sh | 12 | $385.00 | 0.00% | New |
| 257 | Caitong International Asset Management , Ltd#257 · 11 sh | 11 | $353.00 | 0.00% | -89.0% |
| 258 | Hughes Financial Services#258 · 8 sh | 8 | $257.00 | 0.00% | +300.0% |
| 259 | SBI Securities , Ltd.#259 · 5 sh | 5 | $160.00 | — | 0.0% |
| 260 | James T. Borello RIA#260 · 3 sh | 3 | $96.00 | — | 0.0% |
| 261 | BESSEMER GROUP#261 · 2 sh | 2 | $0.00 | 0.00% | 0.0% |
| 262 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#262 · 61,549 sh | 61,549 | — | — | -2.5% |
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.