CBIZ INC (CBZ) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling CBZ?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for CBIZ INC, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on CBZ?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for CBIZ INC.

Is institutional money flowing into CBZ?

129 institutional investors hold CBIZ INC (CBZ). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about CBZ?

Track institutional sentiment and conviction scores for CBIZ INC (CBZ) including Smart Money Verdict and position changes on HoldingsIntel.

CBIZ INC

CBZ·124805102·US·equity·Industrials - Specialty Business Services-13D/G

129

Holders

Avg rating(12 Elite)

$1B

Total Value

54% (151)

Fund Consensus

78 buying - 66 selling

Smart Money Verdict

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52Mixed MomentumSplit Signals

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See how CBZ's score breaks down across 4 SEC sources

Held by 129 funds

12 elite

Who's Trading

Activist

Bank of Montreal6.4%

13F: Mar 31, 2026Insider & Congress: Updated regularly

Congress

Josh GottheimerBuy $1,001 - $15,000Apr 6, 2026

InsiderLSLakhia Brad S.Buy $332KMar 13, 2026

InsiderYAYOUNG RODNEY ABuy $26KMar 13, 2026

InsiderWPWILEY BENAREE PRATTSell $474KMar 10, 2026

Congress

Josh GottheimerSale $1,001 - $15,000Mar 5, 2026

InsiderLSLakhia Brad S.Buy $100KNov 26, 2025

Congress

Josh GottheimerSale $1,001 - $15,000Apr 9, 2025

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
FMR LLC	Increased	7.5M(+5.3%)	$201.7M	0.0%	-49.18%	32
BlackRock, Inc.	Increased	3.8M(+5.9%)	$102.4M	0.0%	-62.78%	32
BANK OF MONTREAL /CAN/	Increased	3.5M(+55.8%)	$94.2M	0.0%	-33.69%	42
MORGAN STANLEY	Decreased	2M(-38.2%)	$53.9M	0.0%	-60.25%	0
ALLIANCEBERNSTEIN L.P.	Increased	901,973(+1572.8%)	$45.5M	0.0%	-1.50%	47
GEODE CAPITAL MANAGEMENT, LLC	Increased	1.2M(+1.2%)	$31.1M	0.0%	-17.10%	29
STATE STREET CORP	Increased	1.2M(+0.3%)	$30.9M	0.0%	-54.76%	29
ROYCE & ASSOCIATES LP	Increased	825,862(+25.3%)	$22.2M	0.2%	-41.55%	42
NORTHERN TRUST CORP	Decreased	769,003(-15.6%)	$20.6M	0.0%	+21.80%	0
GOLDMAN SACHS GROUP INC	Increased	686,627(+8.1%)	$18.4M	0.0%	-53.31%	31
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	622,267(+16.3%)	$16.7M	0.0%	-0.16%	33
AMERIPRISE FINANCIAL INC	Increased	600,955(+4615.2%)	$16.1M	0.0%	-5.22%	45
SILVERCREST ASSET MANAGEMENT GROUP LLC	Decreased	579,597(-33.7%)	$15.6M	0.1%	-16.50%	0
Boston Partners	New	561,400	$15.1M	0.0%	-3.15%	39
BNP PARIBAS FINANCIAL MARKETS	Increased	557,857(+2701.5%)	$15M	0.0%	-5.98%	45
DIMENSIONAL FUND ADVISORS LP	Decreased	546,850(-7.3%)	$14.7M	0.0%	-41.06%	0
Allianz Asset Management GmbH	New	544,846	$14.6M	0.0%	-3.15%	39
Qube Research & Technologies Ltd	Increased	511,013(+903.9%)	$13.7M	0.0%	-11.43%	45
MILLENNIUM MANAGEMENT LLC	Increased	464,648(+1370.2%)	$12.5M	0.0%	-8.16%	45
BANK OF AMERICA CORP /DE/	Decreased	430,238(-2.7%)	$11.6M	0.0%	-64.40%	0

CBIZ INC

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