CBIZ, Inc. - COMMON STOCK (CBZ) Institutional Ownership

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

Type / Class
Equity / COMMON STOCK
Symbol
CBZ on NYSE
Shares outstanding
54,449,669
Price per share
$50.45
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
50,177,677
Total reported value
$2,687,380,978
% of total 13F portfolios
0.01%
Share change
+2,289,702
Value change
+$91,329,219
Number of holders
261
Price from insider filings
$50.45
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of CBIZ, Inc. - COMMON STOCK (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
Durable Capital Partners LP 7.3% +36% $207,871,548 +$52,192,292 3,925,067 +34% Durable Capital Partners LP 30 Sep 2025
Winn David Randall 5.2% $212,751,418 2,804,527 22C Capital LLC 01 May 2025
Capital Research Global Investors 5% $205,360,303 2,707,096 Capital Research Global Investors 31 Mar 2025

As of 30 Sep 2025, 261 institutional investors reported holding 50,177,677 shares of CBIZ, Inc. - COMMON STOCK (CBZ). This represents 92% of the company’s total 54,449,669 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of CBIZ, Inc. - COMMON STOCK (CBZ) together control 73% 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
VANGUARD GROUP INC 9% 4,888,523 -3.8% 0% $258,896,179
Durable Capital Partners LP 7.2% 3,925,067 1.5% $207,871,548
BlackRock, Inc. 6.5% 3,540,802 -6.6% 0% $187,520,899
MORGAN STANLEY 6.2% 3,401,097 +4.6% 0.01% $180,122,131
FMR LLC 5.6% 3,022,280 +62% 0.01% $160,059,960
Capital Research Global Investors 5.4% 2,921,326 -2.2% 0.03% $154,713,425
Burgundy Asset Management Ltd. 4.3% 2,315,606 -0.24% 1.4% $149,449,211
P2 Capital Partners, LLC 3.2% 1,716,325 -5% 19% $90,896,572
STATE STREET CORP 2.1% 1,154,933 -4.6% 0% $61,165,252
GEODE CAPITAL MANAGEMENT, LLC 2.1% 1,149,635 -6.1% 0% $60,893,382
BloombergSen Inc. 2% 1,107,850 -1% 5% $58,671,736
JANUS HENDERSON GROUP PLC 1.7% 948,644 +35% 0.02% $50,240,727
NORTHERN TRUST CORP 1.7% 933,816 +4.1% 0.01% $49,454,896
SILVERCREST ASSET MANAGEMENT GROUP LLC 1.7% 926,246 +5.7% 0.32% $49,054,148
Capital World Investors 1.7% 920,282 -43% 0.01% $48,738,135
Allspring Global Investments Holdings, LLC 1.5% 821,483 +9% 0.07% $45,288,358
Premier Fund Managers Ltd 1.5% 814,871 -0.45% 1.8% $43,849,000
GW&K Investment Management, LLC 1.4% 757,430 -1.6% 0.35% $40,113,000
Handelsbanken Fonder AB 1.4% 747,000 +62% 0.13% $39,561,000
CITADEL ADVISORS LLC 1.1% 623,060 +254% 0.03% $32,997,258
DIMENSIONAL FUND ADVISORS LP 1.1% 614,232 -8.2% 0.01% $32,531,183
Sunriver Management LLC 1.1% 596,762 3.4% $31,604,516
Invesco Ltd. 1.1% 580,732 -3.7% 0% $30,755,566
ROYAL BANK OF CANADA 1% 569,769 +23% 0.01% $30,175,000
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.96% 524,822 -5.5% 0% $27,794,573

Institutional Holders of CBIZ, Inc. - COMMON STOCK (CBZ) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 798,177 $40,470,708 +$36,082,170 $50.45 8
2025 Q3 50,177,677 $2,687,380,978 +$91,329,219 $52.96 261
2025 Q2 47,875,938 $3,433,457,513 +$229,516,331 $71.71 271
2025 Q1 44,636,764 $3,386,282,312 -$85,695,982 $75.86 284
2024 Q4 45,655,009 $3,735,095,202 +$98,488,124 $81.83 277
2024 Q3 44,421,141 $2,988,859,370 -$99,467,913 $67.29 278
2024 Q2 45,513,909 $3,372,243,746 +$60,850,735 $74.10 273
2024 Q1 44,144,520 $3,465,016,387 +$127,806,004 $78.50 262
2023 Q4 934,670 $58,500,994 +$23,934,291 $62.59 4
2023 Q3 43,252,271 $2,245,288,771 -$28,092,034 $51.90 239
2023 Q2 43,801,978 $2,333,353,828 -$36,842,751 $53.28 229
2023 Q1 44,527,435 $2,203,637,179 -$3,532,092 $49.49 224
2022 Q4 44,613,150 $2,090,127,104 +$112,852,753 $46.85 223
2022 Q3 45,179,081 $1,932,783,491 -$33,287,444 $42.78 197
2022 Q2 46,562,617 $1,853,017,482 -$24,499,063 $39.96 180
2022 Q1 47,166,679 $1,979,080,314 +$33,658,364 $41.97 167
2021 Q4 46,381,424 $1,813,913,443 -$121,773,839 $39.12 164
2021 Q3 46,570,874 $1,506,388,949 +$32,108,162 $32.34 158
2021 Q2 46,839,535 $1,535,079,953 -$18,788,766 $32.77 166
2021 Q1 47,426,530 $1,548,967,499 -$36,201,723 $32.66 165
2020 Q4 48,658,925 $1,294,885,785 -$10,902,823 $26.61 159
2020 Q3 47,567,941 $1,088,074,936 +$10,250,259 $22.87 155
2020 Q2 49,540,548 $1,187,006,336 +$25,315,918 $23.97 149
2020 Q1 44,240,861 $925,541,568 +$16,570,577 $20.92 142
2019 Q4 49,002,784 $1,321,106,245 -$9,605,930 $26.96 154
2019 Q3 49,120,841 $1,154,332,814 +$16,900,384 $23.50 136
2019 Q2 48,485,396 $949,904,903 +$23,872,440 $19.59 133
2019 Q1 48,636,202 $984,324,309 -$7,444,045 $20.24 139
2018 Q4 49,250,998 $970,232,548 -$8,482,754 $19.70 140
2018 Q3 49,497,610 $1,171,540,451 +$6,190,946 $23.70 148
2018 Q2 49,297,315 $1,133,892,617 +$58,656,607 $23.00 139
2018 Q1 48,197,312 $879,591,013 +$9,756,969 $18.25 127
2017 Q4 47,678,662 $736,694,794 +$1,918,682 $15.45 132
2017 Q3 46,564,448 $756,750,172 -$5,708,555 $16.25 120
2017 Q2 47,904,073 $718,550,980 +$16,596,481 $15.00 125
2017 Q1 46,869,351 $635,074,729 +$47,725,193 $13.55 116
2016 Q4 46,427,245 $636,036,515 -$861,898 $13.70 119
2016 Q3 46,506,933 $520,048,062 +$13,185,906 $11.19 129
2016 Q2 45,314,407 $471,715,496 +$5,279,180 $10.41 124
2016 Q1 44,763,272 $451,474,000 -$5,740,024 $10.09 130
2015 Q4 45,521,600 $448,012,243 -$53,661,270 $9.86 129
2015 Q3 51,050,901 $500,889,869 -$2,840,981 $9.82 118
2015 Q2 49,758,938 $479,680,277 +$9,425,242 $9.64 116
2015 Q1 48,735,904 $454,483,731 +$19,298,729 $9.33 114
2014 Q4 46,690,191 $399,704,484 -$4,671,216 $8.56 99
2014 Q3 48,698,395 $383,250,620 -$7,587,715 $7.87 100
2014 Q2 49,691,400 $448,184,255 -$17,831,270 $9.03 109
2014 Q1 51,649,420 $473,070,484 +$60,725,322 $9.16 119