CBIZ, Inc. - Common Stock, $0.01 par value (CBZ) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock, $0.01 par value
Symbol
CBZ on NYSE
Shares outstanding
54,398,967
Price per share
$46.17
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
54,054,005
Total reported value
$2,728,343,698
% of total 13F portfolios
0.01%
Share change
+3,350,453
Value change
+$166,134,384
Number of holders
256
Price from insider filings
$46.17
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of CBIZ, Inc. - Common Stock, $0.01 par value (CBZ) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FMR LLC 13% +125% $359,876,541 +$207,393,414 7,132,907 +136% FMR LLC 31 Dec 2025
Winn David Randall 5.2% $186,276,683 2,804,527 22C Capital LLC 01 May 2025
Capital Research Global Investors 5% $179,805,316 2,707,096 Capital Research Global Investors 31 Mar 2025
Durable Capital Partners LP 3% -61% $88,517,999 -$124,377,636 1,631,969 -58% Durable Capital Partners LP 31 Dec 2025

As of 31 Dec 2025, 256 institutional investors reported holding 54,054,005 shares of CBIZ, Inc. - Common Stock, $0.01 par value (CBZ). This represents 99% of the company’s total 54,398,967 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of CBIZ, Inc. - Common Stock, $0.01 par value (CBZ) together control 81% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
FMR LLC 13% 7,132,907 +136% 0.02% $359,855,143
VANGUARD GROUP INC 8.9% 4,837,727 -1% 0% $244,063,328
BlackRock, Inc. 6.6% 3,598,287 +1.6% 0% $181,533,581
MORGAN STANLEY 6% 3,251,355 -4.4% 0.01% $164,030,960
22C Capital LLC 5.9% 3,202,267 0% 100% $161,554,370
Capital Research Global Investors 5.4% 2,914,541 -0.23% 0.03% $147,038,593
BANK OF MONTREAL /CAN/ 4.1% 2,251,649 0.05% $113,595,692
P2 Capital Partners, LLC 3.3% 1,773,391 +3.3% 23% $89,467,576
Durable Capital Partners LP 3% 1,631,969 -58% 0.78% $82,332,836
STATE STREET CORP 2.1% 1,148,890 -0.52% 0% $57,961,501
GEODE CAPITAL MANAGEMENT, LLC 2.1% 1,145,556 -0.35% 0% $57,802,733
BloombergSen Inc. 1.9% 1,028,295 -7.2% 5.5% $51,877,483
Sunriver Management LLC 1.8% 989,349 +66% 5.2% $49,912,657
Allspring Global Investments Holdings, LLC 1.8% 977,046 +19% 0.08% $49,633,936
Capital World Investors 1.7% 919,902 -0.04% 0.01% $46,409,056
NORTHERN TRUST CORP 1.7% 910,742 -2.5% 0.01% $45,946,935
JANUS HENDERSON GROUP PLC 1.7% 910,713 -4% 0.02% $45,945,687
SILVERCREST ASSET MANAGEMENT GROUP LLC 1.6% 874,553 -5.6% 0.3% $44,121,353
GW&K Investment Management, LLC 1.4% 779,033 +2.9% 0.34% $39,302,000
SG Americas Securities, LLC 1.3% 706,709 0.05% $35,653,000
ROYCE & ASSOCIATES LP 1.2% 659,140 +389% 0.34% $33,253,613
GOLDMAN SACHS GROUP INC 1.2% 635,434 +106% 0% $32,057,645
Premier Fund Managers Ltd 1.1% 614,524 -25% 1.8% $31,523,000
DIMENSIONAL FUND ADVISORS LP 1.1% 589,683 -4% 0.01% $29,750,970
Handelsbanken Fonder AB 1% 562,000 -25% 0.09% $28,353,000

Institutional Holders of CBIZ, Inc. - Common Stock, $0.01 par value (CBZ) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 54,054,005 $2,728,343,698 +$166,134,384 $50.45 256
2025 Q3 50,179,288 $2,687,465,978 +$91,286,917 $52.96 262
2025 Q2 47,875,938 $3,433,457,513 +$229,516,362 $71.71 271
2025 Q1 44,636,864 $3,386,289,561 -$85,695,989 $75.86 285
2024 Q4 45,654,067 $3,735,048,802 +$85,415,819 $81.83 277
2024 Q3 44,692,244 $3,007,102,193 -$84,867,904 $67.29 280
2024 Q2 45,597,665 $3,378,449,668 +$38,799,589 $74.10 273
2024 Q1 45,093,863 $3,539,538,275 +$87,974,658 $78.50 266
2023 Q4 44,052,178 $2,757,205,074 +$25,145,959 $62.59 257
2023 Q3 43,682,646 $2,267,624,954 -$29,836,485 $51.90 241
2023 Q2 44,197,680 $2,354,436,631 -$17,281,940 $53.28 230
2023 Q1 44,527,435 $2,203,637,252 -$3,532,088 $49.49 224
2022 Q4 44,685,254 $2,094,386,438 +$122,535,017 $46.85 225
2022 Q3 45,631,294 $1,952,541,723 -$36,465,927 $42.78 201
2022 Q2 46,583,740 $1,861,452,883 -$16,280,453 $39.96 181
2022 Q1 47,166,717 $1,979,082,314 +$32,320,846 $41.97 168
2021 Q4 46,381,797 $1,813,927,443 -$121,774,195 $39.12 165
2021 Q3 46,542,500 $1,505,224,949 +$29,930,450 $32.34 156
2021 Q2 47,151,870 $1,545,142,953 -$19,100,906 $32.77 164
2021 Q1 47,750,348 $1,559,542,499 -$35,646,739 $32.66 163
2020 Q4 48,713,715 $1,296,342,785 -$10,256,515 $26.61 161
2020 Q3 49,119,085 $1,123,549,936 -$9,560,311 $22.87 157
2020 Q2 49,542,061 $1,187,043,336 +$25,249,170 $23.97 150
2020 Q1 48,608,738 $1,016,924,568 -$11,476,227 $20.92 146
2019 Q4 49,059,087 $1,322,624,926 -$8,944,055 $26.96 156
2019 Q3 49,207,475 $1,156,368,888 +$16,668,452 $23.50 138
2019 Q2 48,581,054 $951,778,903 +$4,057,157 $19.59 134
2019 Q1 48,752,915 $986,686,518 -$7,378,234 $20.24 141
2018 Q4 49,266,470 $970,537,346 -$8,482,723 $19.70 141
2018 Q3 49,513,082 $1,171,906,451 +$6,175,673 $23.70 149
2018 Q2 49,313,434 $1,134,262,548 +$28,672,463 $23.00 140
2018 Q1 48,215,114 $879,915,899 +$9,683,345 $18.25 128
2017 Q4 47,770,414 $738,112,442 +$1,995,011 $15.45 135
2017 Q3 46,649,436 $758,131,355 -$5,165,613 $16.25 122
2017 Q2 47,918,480 $718,766,281 +$16,839,490 $15.00 127
2017 Q1 46,869,351 $635,074,729 +$49,761,306 $13.55 115
2016 Q4 46,427,245 $636,036,515 -$861,932 $13.70 119
2016 Q3 46,506,933 $520,048,062 +$13,087,256 $11.19 129
2016 Q2 45,314,407 $471,715,496 +$5,281,162 $10.41 124
2016 Q1 44,827,234 $452,119,000 -$5,603,168 $10.09 132
2015 Q4 45,421,600 $447,902,243 -$54,701,000 $9.86 128
2015 Q3 51,071,969 $501,096,869 +$7,114,273 $9.82 120
2015 Q2 50,363,819 $485,511,277 +$665,253 $9.64 119
2015 Q1 50,302,829 $469,103,731 +$19,783,693 $9.33 117
2014 Q4 48,206,832 $412,690,484 -$4,796,592 $8.56 103
2014 Q3 48,786,224 $383,941,620 -$7,747,944 $7.87 102
2014 Q2 49,691,400 $448,184,255 -$17,831,256 $9.03 109
2014 Q1 51,649,420 $473,070,484 +$60,501,308 $9.16 119