13F

Stock

CBIZ, Inc.

CBZ · held by 264 managers

Reported value

$2.58B

Holders

264

+6 new · −3 exited

Holders’ est. mark

−$9.51M

Price effect on 5 books still in the name

Largest holder

$359.9M

Fidelity

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Fidelity7.13M$359.9M—Held
Vanguard4.84M$244.1M—Held
BlackRock, Inc.3.6M$181.5M—Held
MORGAN STANLEY3.25M$164M−$8.16MCut−$16.1M
22C Capital LLC3.2M$161.6M—Held
Capital Research Global Investors2.91M$147M—Held
BANK OF MONTREAL /CAN/2.25M$113.6M—Held
P2 Capital Partners, LLC1.77M$89.5M—Held
Durable Capital Partners LP1.63M$82.3M—Held
State Street1.15M$58M—Held
GEODE CAPITAL MANAGEMENT, LLC1.15M$57.8M—Held
BloombergSen Inc.1.03M$51.9M—Held
Sunriver Management LLC989.3K$49.9M—Held
Allspring Global Investments Holdings, LLC977K$49.6M—Held
Capital World Investors919.9K$46.4M—Held
NORTHERN TRUST CORP910.7K$45.9M—Held
JANUS HENDERSON GROUP PLC910.7K$45.9M—Held
SILVERCREST ASSET MANAGEMENT GROUP LLC874.6K$44.1M—Held
ROYCE & ASSOCIATES LP659.1K$33.3M—Held
GOLDMAN SACHS GROUP INC635.4K$32.1M—Held
DIMENSIONAL FUND ADVISORS LP589.7K$29.8M—Held
CHARLES SCHWAB INVESTMENT MANAGEMENT INC535.3K$27M—Held
Fenimore Asset Management Inc452.6K$22.8M—Held
BANK OF AMERICA CORP /DE/442.1K$22.3M−$1.11MCut−$1.08M
WELLINGTON MANAGEMENT GROUP LLP440.5K$22.2M—Held
WATERS PARKERSON & CO., LLC437.2K$22.1M—Held
GENEVA CAPITAL MANAGEMENT LLC399.6K$20.2M—Held
ROYAL BANK OF CANADA348.8K$17.6M—Held
Citadel307.7K$15.5M—Held
Granite Investment Partners, LLC303K$15.3M—Held
MONTRUSCO BOLTON INVESTMENTS INC.295.1K$14.9M—Held
WCM INVESTMENT MANAGEMENT, LLC274.6K$14.1M—Held
Summit Creek Advisors LLC264.2K$13.3M—Held
DEUTSCHE BANK AG\251.6K$12.7M—Held
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.229K$11.6M—Held
BASSWOOD CAPITAL MANAGEMENT, L.L.C.183.6K$9.26M—Held
Russell Investments Group, Ltd.167K$8.42M—Held
BLAIR WILLIAM & CO/IL149.4K$7.54M—Held
Bank of New York Mellon Corp141.6K$7.14M—Held
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO139.6K$7.04M—Held
FIRST MANHATTAN CO. LLC.138.2K$6.97M—Held
Nuveen, LLC113.3K$5.72M—Held
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC111.7K$5.63M—Held
STIFEL FINANCIAL CORP104.3K$5.26M—Held
NEUMEIER POMA INVESTMENT COUNSEL LLC101.6K$5.12M—Held
ExodusPoint Capital Management, LP99.3K$5.01M—Held
Mawer Investment Management Ltd.97.2K$4.9M—Held
Swiss National Bank95.8K$4.83M—Held
BARCLAYS PLC94.2K$4.75M−$226.1KCut−$21K
Bridge City Capital, LLC90.7K$4.58M—Held
Invesco Ltd.90.6K$4.57M—Held
NEW YORK STATE COMMON RETIREMENT FUND86.3K$4.35M—Held
UBS Group AG77K$3.89M—Held
Campbell & CO Investment Adviser LLC76.2K$3.84M—Held
WELLS FARGO & COMPANY/MN71.1K$3.59M—Held
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC63.5K$3.41M—Held
Magnetar Financial LLC66.8K$3.37M—Held
RHUMBLINE ADVISERS64.6K$3.26M—Held
SUSQUEHANNA INTERNATIONAL GROUP, LLP62.1K$3.14M—Held
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV57.6K$2.91M—Held
ALLIANCEBERNSTEIN L.P.53.9K$2.72M—Held
XTX Topco Ltd53.4K$2.69M—Held
KING LUTHER CAPITAL MANAGEMENT CORP52.9K$2.67M—Held
JPMORGAN CHASE & CO51.7K$2.61M—Held
Legal & General Group Plc51.4K$2.59M—Held
Qube Research & Technologies Ltd50.9K$2.57M—Held
CHATHAM CAPITAL GROUP, INC.50.9K$2.57M—Held
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM46.3K$2.34M—Held
Taylor Frigon Capital Management LLC45K$2.27M—Held
Pacific Capital Partners Ltd43.8K$2.21M—Held
Vestmark Advisory Solutions, Inc.43.1K$2.17M—Held
ELEVATION POINT WEALTH PARTNERS, LLC43.1K$2.17M—New
State of New Jersey Common Pension Fund D43.1K$2.17M—Held
Private Advisor Group, LLC42.6K$2.15M—Held
ENVESTNET ASSET MANAGEMENT INC39.9K$2.01M—Held
GREAT LAKES ADVISORS, LLC39.4K$1.99M—Held
MARSHALL WACE, LLP39.1K$1.97M—Held
Holocene Advisors, LP37.8K$1.91M—Held
LPL Financial LLC37.7K$1.9M—Held
D. E. Shaw & Co., Inc.36.8K$1.86M—Held
Roundview Capital LLC36.4K$1.84M—Held
SEI INVESTMENTS CO35.9K$1.81M—Held
VOLORIDGE INVESTMENT MANAGEMENT, LLC35.6K$1.8M—Held
CenterBook Partners LP31.8K$1.61M—Held
MILLENNIUM MANAGEMENT LLC31.6K$1.59M—Held
HighTower Advisors, LLC31.1K$1.57M—Held
JANE STREET GROUP, LLC29.7K$1.5M—Held
Numerai GP LLC28.6K$1.45M—Held
MetLife Investment Management, LLC27.8K$1.4M—Held
Creative Planning27.7K$1.4M—Held
TWINBEECH CAPITAL LP27.5K$1.39M—Held
Quantinno Capital Management LP27.2K$1.37M—Held
Verition Fund Management LLC26.6K$1.34M—Held
VICTORY CAPITAL MANAGEMENT INC26K$1.31M—Held
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.24.1K$1.22M—Held
MANUFACTURERS LIFE INSURANCE COMPANY, THE23.9K$1.21M—Held
Clearline Capital LP23.6K$1.19M—Held
Engineers Gate Manager LP23.4K$1.18M—Held
Schneider Downs Wealth Management Advisors, LP23.2K$1.17M—Held
Sterling Capital Management LLC23.2K$1.17M—Held
Assenagon Asset Management S.A.22.9K$1.15M—Held
FRANKLIN RESOURCES INC22K$1.11M—Held
Balyasny Asset Management L.P.20.2K$1.02M—Held
INTECH INVESTMENT MANAGEMENT LLC20.1K$1.01M—Held
RAYMOND JAMES FINANCIAL INC20.1K$1.01M—Held
BNP PARIBAS FINANCIAL MARKETS19.9K$1M—Held
CITIGROUP INC19.9K$1M—Held
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/19.7K$993.4K—Held
ANCHOR CAPITAL ADVISORS LLC19.6K$990.4K—Held
Cynosure Group, LLC19K$959.3K—Held
COMMONWEALTH EQUITY SERVICES, LLC19K$956.8K—Held
FIRST TRUST ADVISORS LP18.5K$934.7K—Held
Vanguard Personalized Indexing Management, LLC17.2K$869.8K—Held
Callan Family Office, LLC16.8K$849.9K—Held
LETSON INVESTMENT MANAGEMENT, INC.16K$808.2K—Held
EQUITABLE TRUST CO16K$807.3K—Held
Helium Advisors LLC14.8K$746.7K—Held
Chicago Wealth Management, Inc.14K$706.3K—Held
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM13.6K$687.1K—Held
ARIZONA STATE RETIREMENT SYSTEM13.5K$679.7K—Held
UNITED CAPITAL FINANCIAL ADVISORS, LLC13.3K$672.7K—Held
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO13.2K$668.4K—Held
Police & Firemen's Retirement System of New Jersey13.1K$660.6K—Held
AMERIPRISE FINANCIAL INC12.7K$643K—Held
Icahn Capital12.7K$641.1K—Held
FOX RUN MANAGEMENT, L.L.C.12.3K$619K—Held
First Eagle Investment Management, LLC11.9K$600.8K—Held
AlphaQuest LLC11.7K$591.7K—Held
TRUIST FINANCIAL CORP11.2K$562.8K—Held
Universal- Beteiligungs- und Servicegesellschaft mbH11K$558.8K—Held
Legato Capital Management LLC10.4K$522.6K—Held
KLP KAPITALFORVALTNING AS10.3K$519.6K—Held
Caprock Group, LLC10.2K$516.7K—Held
RBF Capital, LLC10K$504.5K—Held
Zurcher Kantonalbank (Zurich Cantonalbank)9.93K$501K—Held
Bancreek Capital Management, LP9.65K$486.7K—Held
Inspire Investing, LLC9.23K$465.9K—Held
Pathstone Holdings, LLC9.04K$456.2K—Held
ProShare Advisors LLC9.03K$455.7K—Held
Valeo Financial Advisors, LLC9.01K$454.5K—Held
VOYA INVESTMENT MANAGEMENT LLC8.98K$453.1K—Held
MERCER GLOBAL ADVISORS INC /ADV8.79K$443.5K—Held
Dodds Wealth, LLC8.74K$441K—Held
Valtinson Bruner Financial Planning LLC8.68K$437.8K—Held
GLENMEDE TRUST CO NA8.57K$432.3K—Held
Dynamic Technology Lab Private Ltd8.46K$427K—Held
PRELUDE CAPITAL MANAGEMENT, LLC8.2K$413.6K—Held
Pictet Asset Management Holding SA8.05K$406K—Held
COMMERCE BANK7.63K$385K—Held
Jain Global LLC7.56K$381.6K—Held
Kestra Advisory Services, LLC7.51K$378.8K—Held
Cerity Partners LLC7.12K$359.1K—Held
Fiduciary Trust Co6.57K$331.5K—Held
Corient Private Wealth LLC6.37K$321.3K—Held
FIFTH THIRD BANCORP6.32K$318.8K—Held
FIRST NATIONAL BANK OF OMAHA5.97K$306K—New
Invst, LLC5.83K$294.1K—New
Cetera Investment Advisers5.83K$293.9K—Held
OCCUDO QUANTITATIVE STRATEGIES LP5.6K$282.7K—Held
COMERICA BANK5.57K$281K—Held
Yarbrough Capital, LLC5.46K$275.6K—Held
NEUBERGER BERMAN GROUP LLC5.45K$274.7K—Held
Optimize Financial Inc5.37K$271K—Held
Gotham Asset Management, LLC5.29K$266.8K—Held
Quantbot Technologies LP5.25K$265.1K—Held
Ifrah Financial Services, Inc.5.16K$260.1K—Held
CBIZ Investment Advisory Services, LLC4.71K$237.6K—Held
Focus Partners Wealth4.55K$229.4K—Held
Next Capital Management LLC4.5K$227K—Held
CAPTRUST FINANCIAL ADVISORS4.46K$224.8K—Held
LAUREL OAK WEALTH MANAGEMENT, LLC4.22K$212.7K—Held
Mayflower Financial Advisors, LLC4.18K$210.7K—Held
Ameritas Investment Partners, Inc.4.13K$208.3K—Held
MERITAGE PORTFOLIO MANAGEMENT4.11K$207.3K—Held
PNC Financial Services Group, Inc.4.11K$207.3K—Held
KAVAR CAPITAL PARTNERS GROUP, LLC4.01K$202.6K—Held
Ensign Peak Advisors, Inc3.95K$199.2K—Held
Larson Financial Group LLC3.68K$185.7K—Held
HUNTINGTON NATIONAL BANK2.65K$133.9K—Held
OSAIC HOLDINGS, INC.2.13K$107.7K—Held
NISA INVESTMENT ADVISORS, LLC2.03K$102.5K—Held
MAI Capital Management1.86K$94K—Held
Tower Research Capital LLC (TRC)1.83K$92.2K—Held
TRUST CO OF VERMONT1.65K$83.2K—Held
Kemnay Advisory Services Inc.1.4K$70.6K—Held
US BANCORP \DE\1.39K$70.2K—Held
Neo Ivy Capital Management1.08K$54.4K—Held
Johnson Financial Group, Inc.1K$50.7K—Held
Torren Management, LLC955$48.2K—Held
ASSETMARK, INC909$45.9K—Held
Fortis Group Advisors, LLC875$44.1K—Held
DANSKE BANK A/S800$40.4K−$17KCut−$17K
GW&K Investment Management, LLC779K$39.3K—Held
SG Americas Securities, LLC706.7K$35.7K—Held
Rockefeller Capital Management L.P.668$33.7K—Held
Pinnacle Wealth Planning Services, Inc.654$33K—Held
Premier Fund Managers Ltd614.5K$31.5K—Held
SIGNATUREFD, LLC617$31.1K—Held
Versant Capital Management, Inc610$30.8K—Held
Smartleaf Asset Management LLC565$29K—Held
Handelsbanken Fonder AB562K$28.4K—Held
State of Wyoming508$25.6K—Held
Ancora Advisors LLC500$25.2K—Held
Trust Co500$25.2K—Held
Keating Financial Advisory Services, Inc.500$25.2K—Held
JONES FINANCIAL COMPANIES LLLP367$18.5K—Held
SIMPLEX TRADING, LLC353$17.8K—Held
Arax Advisory Partners296$14.9K—Held
GAMMA Investing LLC288$14.5K—Held
SouthState Bank Corp265$13.4K—Held
AdvisorNet Financial, Inc240$12.1K—Held
LOS ANGELES CAPITAL MANAGEMENT LLC220$11.6K—Held
Optiver Holding B.V.226$11.4K—Held
Global Retirement Partners, LLC206$10.4K—Held
DV Trading LLC200$10.1K—Held
EverSource Wealth Advisors, LLC197$9.94K—Held
CENTRAL TRUST Co174$8.78K—Held
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO157.8K$7.96K—Held
Mitsubishi UFJ Asset Management Co., Ltd.144$7.32K—Held
BROWN BROTHERS HARRIMAN & CO136$6.86K—Held
Nvest Wealth Strategies, Inc.125$6.31K—Held
CIBC Private Wealth Group LLC123$6.21K—Held
Aster Capital Management (DIFC) Ltd94$4.74K—Held
Farther Finance Advisors, LLC93$4.69K—Held
QUADRANT CAPITAL GROUP LLC91$4.59K—Held
SBI Securities Co., Ltd.87$4.39K—Held
SageView Advisory Group, LLC80$4.04K—Held
Parallel Advisors, LLC61$3.08K—Held
J.Safra Asset Management Corp50$2.52K—Held
ROTHSCHILD INVESTMENT LLC49$2.47K—Held
PRICE T ROWE ASSOCIATES INC /MD/48.6K$2.45K—Held
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY48.4K$2.44K—Held
WealthCollab, LLC45$2.27K—Held
Kilter Group LLC38$1.92K—New
Blue Trust, Inc.31$1.56K—Held
Parkside Financial Bank & Trust30$1.51K—Held
HARBOUR INVESTMENTS, INC.25$1.26K—Held
MassMutual Private Wealth & Trust, FSB22$1.11K—Held
Bare Financial Services, Inc17$858—Held
NewEdge Advisors, LLC12$605—Held
Bell Investment Advisors, Inc11$555—Held
Financial Network Wealth Advisors LLC10$505—Held
JFS WEALTH ADVISORS, LLC10$505—Held
Allworth Financial LP9$455−$10Added$243
Essential Partners LLC8$404—New
Quarry LP6$303—Held
CANADA LIFE ASSURANCE Co5.82K$294—Held
Caitong International Asset Management Co., Ltd5$252—Held
DekaBank Deutsche Girozentrale3.04K$238—Held
DiNuzzo Private Wealth, Inc.4$202—Held

Who left

Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.