IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Cbiz Inc (CBZ)

CUSIP: 124805102 | NYSE | Industrials · Specialty Business Services | Small Cap | 818 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AFMR LLC4,463,7158.3%New 5%+ stakeJul 31, 202631d ahead of 13F (8,047,282 sh) · −3,583,567
13G/AFMR LLC4,463,715
8.3% of class · Jul 31, 2026New 5%+ stake
31d ahead of 13F (8,047,282 sh) · −3,583,567

Institutional Holders — Q3 2026

Creative Planning197,355
0.0% of portfolio›$10.8M
Citigroup Inc171,262
0.0% of portfolio›$9.4M
Principal Financial Group Inc124,515
0.0% of portfolio›$6.8M
Allspring Global Investments Holdings, LLC96,537
0.0% of portfolio›$5.3M
Tokio Marine Asset Management Co LTD87,200
0.1% of portfolio›$4.8M
New York Life Investment Management LLC83,288
0.0% of portfolio›$4.6M
Wealth Enhancement Advisory Services, LLC83,100
0.0% of portfolio›$4.6M
Woodard & Co Asset Management Group Inc57,645
0.5% of portfolio›$3.2M
Summit Creek Advisors LLC45,133
1.0% of portfolio›$2.5M
Transmarket Holdings LP34,897
1.1% of portfolio›$1.9M
Commonwealth Equity Services, LLC23,271
0.0% of portfolio›$1.3M
Schneider Downs Wealth Management Advisors, LP22,615
0.1% of portfolio›$1.2M
State of New Jersey Common Pension Fund D21,321
0.0% of portfolio›$1.2M
Elevation Point Wealth Partners, LLC19,624
0.0% of portfolio›$1.1M
Mogy Joel R Investment Counsel Inc15,952
0.0% of portfolio›$872.4K
Dimensional Fund Advisors LP14,796
0.0% of portfolio›$809.2K
Arizona State Retirement System14,354
0.0% of portfolio›$785.0K
Dodds Wealth, LLC13,542
0.2% of portfolio›$740.6K
Strs Ohio13,300
0.0% of portfolio›$727.4K
ProShare Advisors LLC12,830
0.0% of portfolio›$701.7K
Quadrant Capital Group LLC12,093
0.0% of portfolio›$662.3K
Inspire Investing, LLC11,613
0.0% of portfolio›$635.1K
Norden Group LLC11,452
0.0% of portfolio›$626.3K
Oakmont Investment Advisors, Inc.11,080
0.4% of portfolio›$606.0K
Evergreen Capital Management LLC10,012
0.0% of portfolio›$547.6K
Simplex Trading, LLC9,457
0.0% of portfolio›$517.2K
Valtinson Bruner Financial Planning LLC8,277
0.1% of portfolio›$452.7K
Clear Wave Wealth Management LLC8,133
0.1% of portfolio›$444.8K
Helium Advisors LLC8,100
0.4% of portfolio›$443.0K
Pictet Asset Management Holding SA8,047
0.0% of portfolio›$440.1K
Praxis Investment Management Inc7,686
0.0% of portfolio›$420.0K
Vise Technologies, Inc.7,364
0.0% of portfolio›$402.7K
Wolverine Asset Management LLC7,114
0.0% of portfolio›$389.1K
Inscription Capital, LLC6,334
0.0% of portfolio›$346.4K
MGO One Seven LLC5,403
0.0% of portfolio›$295.5K
Argos Wealth Advisors, LLC5,388
0.1% of portfolio›$294.7K
Xponance LLC4,650
0.0% of portfolio›$254.3K
Ifrah Financial Services, Inc.4,613
0.1% of portfolio›$252.3K
Revolve Wealth Partners, LLC4,260
0.0% of portfolio›$233.0K
Laurel OAK Wealth Management, LLC4,217
0.0% of portfolio›$230.6K
Ethic Inc.4,116
0.0% of portfolio›$225.1K
Rockwood Wealth Management, LLC4,010
0.0% of portfolio›$219.3K
Versant Capital Management, Inc3,486
0.0% of portfolio›$190.6K
FNY Investment Advisers, LLC3,000
0.2% of portfolio›$164.0K
Signaturefd, LLC2,652
0.0% of portfolio›$145.0K
Nisa Investment Advisors, LLC2,629
0.0% of portfolio›$143.8K
Gamma Investing LLC2,027
0.0% of portfolio›$110.9K
EverSource Wealth Advisors, LLC1,875
0.0% of portfolio›$102.5K
Covestor Ltd1,746
0.2% of portfolio›$95.0K
State of Alaska, Department of Revenue1,709
0.0% of portfolio›$93.0K
Trust Co of Vermont1,650
0.0% of portfolio›$90.2K
KBC Group NV1,611
0.0% of portfolio›$88.0K
Montgomery Financial Services LLC1,492
0.1% of portfolio›$81.6K
Sterling Capital Management LLC964
0.0% of portfolio›$52.7K
Farther Finance Advisors, LLC913
0.0% of portfolio›$49.9K
Parallel Advisors, LLC557
0.0% of portfolio›$30.5K
Pinnacle Wealth Planning Services, Inc.514
0.0% of portfolio›$28.1K
Trust Co500
0.0% of portfolio›$27.3K
North Point Portfolio Managers Corp485
0.0% of portfolio›$26.5K
Owl Creek Wealth Partners LLC390
0.0% of portfolio›$21.3K
Nvest Wealth Strategies, Inc.325
0.0% of portfolio›$17.8K
Parkside Financial Bank & Trust314
0.0% of portfolio›$17.2K
Harbor Capital Advisors, Inc.258
0.0% of portfolio›$14.0K
Provenance Wealth Advisors, LLC216
0.0% of portfolio›$11.8K
TD Waterhouse Canada Inc.200
0.0% of portfolio›$11.0K
Bare Financial Services, Inc186
0.0% of portfolio›$10.2K
Private Wealth Management Group, LLC155
0.0% of portfolio›$8.5K
Essential Partners LLC152
0.0% of portfolio›$8.3K
Mitsubishi UFJ Asset Management Co., Ltd.144
0.0% of portfolio›$7.9K
Avion Wealth113
0.0% of portfolio›$6
Bell Investment Advisors, Inc75
0.0% of portfolio›$4.1K
SJS Investment Consulting Inc.61
0.0% of portfolio›$3.3K
SBI Securities Co., Ltd.57
0.0% of portfolio›$3.1K
True Wealth Design, LLC56
0.0% of portfolio›$3.1K
Root Financial Partners, LLC56
0.0% of portfolio›$3.1K
Bayforest Capital Ltd40
0.0% of portfolio›$2.2K
CoreCap Advisors, LLC35
0.0% of portfolio›$1.9K
Blue Trust, Inc.31
0.0% of portfolio›$1.7K
Torren Management, LLC24
0.0% of portfolio›$1.3K
Manchester Capital Management LLC22
0.0% of portfolio›$1.2K
Burk Holdings LLC17
0.0% of portfolio›$930
Hughes Financial Services, LLC10
0.0% of portfolio›$550
Ascentis Wealth Management, LLC9
0.0% of portfolio›$492
Pension & Wealth Management Advisors, Inc.8
0.0% of portfolio›$438
Assetmark, Inc5
0.0% of portfolio›$273
James T. Borello RIA3
0.0% of portfolio›$164
IFP Advisors, Inc3
0.0% of portfolio›$164
Capital Advisors, Ltd. LLC2
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Creative Planning
197,355$10.8M0.0%IndexVery LowOverland Park, KS2026-11-02
Citigroup Inc
171,262$9.4M0.0%CoreMediumNew York, NY2026-11-04
Principal Financial Group Inc
124,515$6.8M0.0%CoreLowDes Moines, IA2026-11-02
Allspring Global Investments Holdings, LLC
96,537$5.3M0.0%CoreMediumCharlotte, NC2026-11-04
Tokio Marine Asset Management Co LTD
87,200$4.8M0.1%GrowthLowTokyo, Mexico2026-10-26
New York Life Investment Management LLC
83,288$4.6M0.0%GrowthLowNew York, NY2026-11-04
Wealth Enhancement Advisory Services, LLC
83,100$4.6M0.0%CoreLowPlymouth, MN2026-10-13
Woodard & Co Asset Management Group Inc
57,645$3.2M0.5%ETFMediumBermuda Run, NC2026-11-03
Summit Creek Advisors LLC
45,133$2.5M1.0%GARPLowMinneapolis, MN2026-11-03
Transmarket Holdings LP
34,897$1.9M1.1%Deep ValueVery HighChicago, IL2026-10-27
Commonwealth Equity Services, LLC
23,271$1.3M0.0%ETFLowWaltham, MA2026-11-02
Schneider Downs Wealth Management Advisors, LP
22,615$1.2M0.1%ETFVery LowPittsburgh, PA2026-10-27
State of New Jersey Common Pension Fund D
21,321$1.2M0.0%CoreLowTrenton, NJ2026-11-05
Elevation Point Wealth Partners, LLC
19,624$1.1M0.0%CoreHighDenver, CO2026-11-05
Mogy Joel R Investment Counsel Inc
15,952$872.4K0.0%GrowthVery LowBeverly Hills, CA2026-10-13
Dimensional Fund Advisors LP
14,796$809.2K0.0%IndexLowAustin, TX2026-11-04
Arizona State Retirement System
14,354$785.0K0.0%IndexVery LowPhoenix, AZ2026-11-03
Dodds Wealth, LLC
13,542$740.6K0.2%ETFVery LowGreenwood Village, CO2026-11-02
Strs Ohio
13,300$727.4K0.0%CoreMediumColumbus, OH2026-10-30
ProShare Advisors LLC
12,830$701.7K0.0%GrowthLowBethesda, MD2026-10-29
Quadrant Capital Group LLC
12,093$662.3K0.0%CoreLowCincinnati, OH2026-10-20
Inspire Investing, LLC
11,613$635.1K0.0%GARPHighMeridian, ID2026-10-22
Norden Group LLC
11,452$626.3K0.0%GrowthMediumProvo, UT2026-10-20
Oakmont Investment Advisors, Inc.
11,080$606.0K0.4%GrowthMediumPittsburgh, PA2026-10-21
Evergreen Capital Management LLC
10,012$547.6K0.0%GARPMediumBellevue, WA2026-10-23
Simplex Trading, LLC
9,457$517.2K0.0%CoreVery HighChicago, IL2026-11-04
Valtinson Bruner Financial Planning LLC
8,277$452.7K0.1%ETFLowNew Brighton, MN2026-11-02
Clear Wave Wealth Management LLC
8,133$444.8K0.1%ETFN/ARed Bank, NJ2026-11-04
Helium Advisors LLC
8,100$443.0K0.4%ETFLowVancouver, WA2026-10-23
Pictet Asset Management Holding SA
8,047$440.1K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Praxis Investment Management Inc
7,686$420.0K0.0%CoreLowGoshen, IN2026-11-03
Vise Technologies, Inc.
7,364$402.7K0.0%IndexLowNew York, NY2026-10-29
Wolverine Asset Management LLC
7,114$389.1K0.0%Deep ValueVery HighChicago, IL2026-11-02
Inscription Capital, LLC
6,334$346.4K0.0%GARPMediumHouston, TX2026-11-02
MGO One Seven LLC
5,403$295.5K0.0%GrowthLowBeachwood, OH2026-10-28
Argos Wealth Advisors, LLC
5,388$294.7K0.1%GrowthLowSacramento, CA2026-11-02
Xponance LLC
4,650$254.3K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Ifrah Financial Services, Inc.
4,613$252.3K0.1%ETFLowLittle Rock, AR2026-10-13
Revolve Wealth Partners, LLC
4,260$233.0K0.0%ETFVery LowHackensack, NJ2026-10-23
Laurel OAK Wealth Management, LLC
4,217$230.6K0.0%GrowthLowMarlton, NJ2026-10-19
Ethic Inc.
4,116$225.1K0.0%CoreLowNew York, NY2026-11-03
Rockwood Wealth Management, LLC
4,010$219.3K0.0%ETFVery LowNew Hope, PA2026-10-27
Versant Capital Management, Inc
3,486$190.6K0.0%GARPLowPhoenix, AZ2026-10-02
FNY Investment Advisers, LLC
3,000$164.0K0.2%GrowthVery HighNew York, NY2026-10-16
Signaturefd, LLC
2,652$145.0K0.0%IndexLowAtlanta, GA2026-10-23
Nisa Investment Advisors, LLC
2,629$143.8K0.0%IndexVery LowSt. Louis, MO2026-10-20
Gamma Investing LLC
2,027$110.9K0.0%IndexVery LowFoster City, CA2026-10-08
EverSource Wealth Advisors, LLC
1,875$102.5K0.0%CoreMediumBirmingham, AL2026-11-04
Covestor Ltd
1,746$95.0K0.2%ValueHighLondon, United Kingdom2026-10-30
State of Alaska, Department of Revenue
1,709$93.0K0.0%CoreVery LowJuneau, AK2026-10-15
Trust Co of Vermont
1,650$90.2K0.0%CoreVery LowBrattleboro, VT2026-10-21
KBC Group NV
1,611$88.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Montgomery Financial Services LLC
1,492$81.6K0.1%ETFN/AOcean City, MD2026-11-03
Sterling Capital Management LLC
964$52.7K0.0%GARPMediumCharlotte, NC2026-10-22
Farther Finance Advisors, LLC
913$49.9K0.0%IndexLowSan Francisco, CA2026-10-08
Parallel Advisors, LLC
557$30.5K0.0%IndexLowSan Francisco, CA2026-11-03
Pinnacle Wealth Planning Services, Inc.
514$28.1K0.0%GARPLowMansfield, OH2026-10-27
Trust Co
500$27.3K0.0%ETFVery LowManhattan, KS2026-10-09
North Point Portfolio Managers Corp
485$26.5K0.0%GrowthLowOrange Village, OH2026-10-07
Owl Creek Wealth Partners LLC
390$21.3K0.0%IndexLowGreenwood Village, CO2026-10-20
Nvest Wealth Strategies, Inc.
325$17.8K0.0%ETFVery LowPowell, OH2026-10-14
Parkside Financial Bank & Trust
314$17.2K0.0%CoreVery LowSaint Louis, MO2026-10-27
Harbor Capital Advisors, Inc.
258$14.0K0.0%ValueHighChicago, IL2026-10-22
Provenance Wealth Advisors, LLC
216$11.8K0.0%ETFLowFort Lauderdale, FL2026-10-30
TD Waterhouse Canada Inc.
200$11.0K0.0%CoreLowToronto, Australia2026-10-16
Bare Financial Services, Inc
186$10.2K0.0%ETFVery LowGap, PA2026-11-04
Private Wealth Management Group, LLC
155$8.5K0.0%ETFLowPrinceton, NJ2026-10-19
Essential Partners LLC
152$8.3K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Mitsubishi UFJ Asset Management Co., Ltd.
144$7.9K0.0%IndexVery LowTokyo, Mexico2026-11-05
Avion Wealth
113$60.0%ETFLowThe Woodlands, TX2026-11-04
Bell Investment Advisors, Inc
75$4.1K0.0%ETFVery LowOrinda, CA2026-10-29
SJS Investment Consulting Inc.
61$3.3K0.0%ETFVery LowSylvania, OH2026-10-26
SBI Securities Co., Ltd.
57$3.1K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
True Wealth Design, LLC
56$3.1K0.0%ETFMediumAkron, OH2026-10-13
Root Financial Partners, LLC
56$3.1K0.0%ETFMediumEncinitas, CA2026-10-21
Bayforest Capital Ltd
40$2.2K0.0%Deep ValueVery HighLondon, United Kingdom2026-11-03
CoreCap Advisors, LLC
35$1.9K0.0%ETFMediumSouthfield, MI2026-10-08
Blue Trust, Inc.
31$1.7K0.0%ETFLowBrentwood, TN2026-10-15
Torren Management, LLC
24$1.3K0.0%ETFMediumSan Diego, CA2026-10-29
Manchester Capital Management LLC
22$1.2K0.0%CoreLowManchester, VT2026-10-22
Burk Holdings LLC
17$9300.0%ETFVery LowTulsa, OK2026-11-05
Hughes Financial Services, LLC
10$5500.0%ETFLowHerndon, VA2026-10-30
Ascentis Wealth Management, LLC
9$4920.0%Agg GrowthLowDallas, TX2026-11-03
Pension & Wealth Management Advisors, Inc.
8$4380.0%ETFLowWaltham, MA2026-10-16
Assetmark, Inc
5$2730.0%ETFLowConcord, CA2026-10-21
James T. Borello RIA
3$1640.0%ETFVery LowEast Dundee, IL2026-10-16
IFP Advisors, Inc
3$1640.0%GrowthLowTampa, FL2026-10-16
Capital Advisors, Ltd. LLC
2$00.0%ETFLowShaker Heights, OH2026-10-27