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

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.