C B I Z 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 C B I Z 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 C B I Z INC.

Is institutional money flowing into CBZ?

135 institutional investors hold C B I Z INC (CBZ). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about CBZ?

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

C B I Z INC

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

CBZ (C B I Z INC) is held by 135 institutional investors as of Q4 2025. Largest holders: FMR LLC ($359.9M), VANGUARD GROUP INC ($244.1M), BlackRock, Inc. ($181.5M). Net institutional sentiment: Mixed.

135

Holders

Avg rating(12 Elite)

$2.1B

Total Value

44% (153)

Fund Consensus

64 buying - 81 selling

Smart Money Verdict

View all

56Mixed MomentumSplit Signals

Get 5 free verdicts/month - sign up in 10 seconds

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

Held by 135 funds

12 elite

Who's Trading

Activist

FMR LLC

13F: Dec 31, 2025Insider & Congress: Updated regularly

InsiderLSLakhia Brad S.Buy $332KMar 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

Congress

Gilbert CisnerosBuy $1,001 - $15,000Mar 24, 2025

Congress

Josh GottheimerSale $1,001 - $15,000Mar 7, 2024

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
FMR LLC	Increased	7.1M(+136.0%)	$359.9M	0.0%	-48.82%	50
VANGUARD GROUP INC	Decreased	4.8M(-1.0%)	$244.1M	0.0%	-55.64%	0
BlackRock, Inc.	Increased	3.6M(+1.6%)	$181.5M	0.0%	-62.93%	31
MORGAN STANLEY	Decreased	3.3M(-4.4%)	$164M	0.0%	-58.95%	0
Capital Research Global Investors	Decreased	2.9M(-0.2%)	$147M	0.0%	-59.65%	0
BANK OF MONTREAL /CAN/	New	2.3M	$113.6M	0.0%	-41.78%	42
DUDurable Capital Partners LP	Decreased	1.6M(-58.4%)	$82.3M	0.8%	-44.51%	0
STATE STREET CORP	Decreased	1.1M(-0.5%)	$58M	0.0%	-53.35%	0
GEODE CAPITAL MANAGEMENT, LLC	Decreased	1.1M(-0.3%)	$57.8M	0.0%	-14.55%	0
Allspring Global Investments Holdings, LLC	Increased	977,046(+18.9%)	$49.6M	0.1%	-29.57%	35
Capital World Investors	Decreased	919,902(-0.0%)	$46.4M	0.0%	-60.88%	0
NORTHERN TRUST CORP	Decreased	910,742(-2.5%)	$45.9M	0.0%	+25.76%	0
JANUS HENDERSON GROUP PLC	Decreased	910,713(-4.0%)	$45.9M	0.0%	-54.97%	0
SILVERCREST ASSET MANAGEMENT GROUP LLC	Decreased	874,553(-5.6%)	$44.1M	0.3%	-13.79%	0
ROYCE & ASSOCIATES LP	Increased	659,140(+389.3%)	$33.3M	0.3%	-45.15%	56
GOLDMAN SACHS GROUP INC	Increased	635,434(+106.0%)	$32.1M	0.0%	-53.73%	47
DIMENSIONAL FUND ADVISORS LP	Decreased	589,683(-4.0%)	$29.8M	0.0%	-39.15%	0
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	535,293(+2.0%)	$27M	0.0%	+3.61%	29
BANK OF AMERICA CORP /DE/	Increased	442,142(+0.1%)	$22.3M	0.0%	-63.25%	28
WELLINGTON MANAGEMENT GROUP LLP	Increased	440,510(+21.4%)	$22.2M	0.0%	-60.72%	34
ROYAL BANK OF CANADA	Decreased	348,798(-38.8%)	$17.6M	0.0%	-59.06%	0
CITADEL ADVISORS LLC	Decreased	307,705(-50.6%)	$15.5M	0.0%	-49.49%	0
WCM INVESTMENT MANAGEMENT, LLC	Decreased	274,630(-1.6%)	$14.1M	0.0%	-44.51%	0
$DEUTSCHE BANK AG\$ DEUTSCHE BANK AG\	Increased	251,624(+4.1%)	$12.7M	0.0%	-44.52%	29
NANOMURA ASSET MANAGEMENT INTERNATIONAL INC.	New	228,952	$11.6M	0.0%	-41.78%	39
Russell Investments Group, Ltd.	Increased	166,975(+170.8%)	$8.4M	0.0%	-49.04%	44
BLAIR WILLIAM & CO/IL	Decreased	149,356(-57.6%)	$7.5M	0.0%	-57.46%	0
Bank of New York Mellon Corp	Decreased	141,573(-9.7%)	$7.1M	0.0%	-9.10%	0
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	Increased	139,607(+4.7%)	$7M	0.0%	-19.51%	29
FIRST MANHATTAN CO. LLC.	Unchanged	138,220	$7M	0.0%	+40.36%	0
NUNuveen, LLC	Decreased	113,340(-2.0%)	$5.7M	0.0%	-60.17%	0
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	Increased	111,677(+8.0%)	$5.6M	0.0%	-47.59%	29
STIFEL FINANCIAL CORP	Increased	104,259(+480.1%)	$5.3M	0.0%	-45.41%	44
ExodusPoint Capital Management, LP	Increased	99,301(+241.9%)	$5M	0.0%	-42.61%	43
Mawer Investment Management Ltd.	Decreased	97,223(-24.0%)	$4.9M	0.0%	-58.01%	0
Swiss National Bank	Increased	95,800(+0.9%)	$4.8M	0.0%	+7.33%	27
BARCLAYS PLC	Increased	94,163(+4.5%)	$4.8M	0.0%	-55.81%	28
Invesco Ltd.	Decreased	90,578(-84.4%)	$4.6M	0.0%	-56.96%	0
NEW YORK STATE COMMON RETIREMENT FUND	Increased	86,273(+9.2%)	$4.4M	0.0%	+3.54%	29
UBS Group AG	Increased	77,042(+0.9%)	$3.9M	0.0%	-55.99%	27
WELLS FARGO & COMPANY/MN	Increased	71,128(+44.0%)	$3.6M	0.0%	-47.27%	36
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	63,483(+12.8%)	$3.4M	0.0%	-53.73%	30
Magnetar Financial LLC	New	66,761	$3.4M	0.0%	-41.78%	37
RHUMBLINE ADVISERS	Decreased	64,641(-13.7%)	$3.3M	0.0%	-11.89%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	62,146(+1.7%)	$3.1M	0.0%	-60.51%	27
ALLIANCEBERNSTEIN L.P.	Decreased	53,921(-0.0%)	$2.7M	0.0%	+38.81%	0
XTX Topco Ltd	Increased	53,361(+694.2%)	$2.7M	0.1%	-42.14%	42
KLKING LUTHER CAPITAL MANAGEMENT CORP	Decreased	52,947(-22.6%)	$2.7M	0.0%	-47.67%	0
JPMORGAN CHASE & CO	Decreased	51,652(-90.1%)	$2.6M	0.0%	-62.11%	0
Legal & General Group Plc	Decreased	51,352(-7.5%)	$2.6M	0.0%	-32.62%	0
Qube Research & Technologies Ltd	Decreased	50,903(-50.4%)	$2.6M	0.0%	-48.44%	0
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	Decreased	46,325(-5.2%)	$2.3M	0.0%	+10.29%	0
State of New Jersey Common Pension Fund D	Increased	43,051(+30.9%)	$2.2M	0.0%	-51.36%	33
Private Advisor Group, LLC	Decreased	42,570(-0.5%)	$2.1M	0.0%	+22.15%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	39,933(-52.6%)	$2M	0.0%	-49.28%	0
GREAT LAKES ADVISORS, LLC	Increased	39,432(+2.8%)	$2M	0.0%	-54.23%	27
MWMARSHALL WACE, LLP	Decreased	39,093(-13.2%)	$2M	0.0%	-58.01%	0
Holocene Advisors, LP	Increased	37,785(+24.3%)	$1.9M	0.0%	-46.56%	32
LPL Financial LLC	Decreased	37,722(-9.5%)	$1.9M	0.0%	-46.66%	0
D. E. Shaw & Co., Inc.	New	36,841	$1.9M	0.0%	-41.78%	36
SEI INVESTMENTS CO	Increased	35,944(+16.5%)	$1.8M	0.0%	-43.50%	30
VOLORIDGE INVESTMENT MANAGEMENT, LLC	Decreased	35,584(-9.5%)	$1.8M	0.0%	-54.55%	0
MILLENNIUM MANAGEMENT LLC	Decreased	31,605(-68.9%)	$1.6M	0.0%	-44.51%	0
HighTower Advisors, LLC	Decreased	31,122(-2.4%)	$1.6M	0.0%	-50.79%	0
JANE STREET GROUP, LLC	Decreased	29,677(-86.6%)	$1.5M	0.0%	-44.51%	0
MetLife Investment Management, LLC	Decreased	27,788(-3.3%)	$1.4M	0.0%	-24.76%	0
Creative Planning	Increased	27,672(+47.2%)	$1.4M	0.0%	-50.78%	35
Quantinno Capital Management LP	Increased	27,185(+159.1%)	$1.4M	0.0%	-47.37%	41
Verition Fund Management LLC	Decreased	26,645(-45.2%)	$1.3M	0.0%	-47.00%	0
VICTORY CAPITAL MANAGEMENT INC	Decreased	26,022(-17.5%)	$1.3M	0.0%	-42.27%	0
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	Increased	24,072(+1.5%)	$1.2M	0.0%	-59.46%	26
MANUFACTURERS LIFE INSURANCE COMPANY, THE	Decreased	23,914(-4.0%)	$1.2M	0.0%	-18.66%	0
EGEngineers Gate Manager LP	Decreased	23,442(-19.4%)	$1.2M	0.0%	-44.51%	0
Assenagon Asset Management S.A.	Increased	22,879(+5.9%)	$1.2M	0.0%	-49.98%	27
FRANKLIN RESOURCES INC	Increased	21,954(+248.4%)	$1.1M	0.0%	-47.60%	41
BALYASNY ASSET MANAGEMENT L.P.	New	20,178	$1M	0.0%	-41.78%	35
INTECH INVESTMENT MANAGEMENT LLC	Decreased	20,112(-26.4%)	$1M	0.0%	-58.34%	0
RAYMOND JAMES FINANCIAL INC	Increased	20,084(+121.2%)	$1M	0.0%	-44.72%	40
BNP PARIBAS FINANCIAL MARKETS	Increased	19,913(+90.0%)	$1M	0.0%	-45.80%	39
CITIGROUP INC	Increased	19,868(+2.2%)	$1M	0.0%	-62.51%	26
COMMONWEALTH EQUITY SERVICES, LLC	Increased	18,965(+3.2%)	$956,780	0.0%	+31.81%	26
FIRST TRUST ADVISORS LP	Increased	18,528(+66.8%)	$934,737	0.0%	-43.45%	37
Vanguard Personalized Indexing Management, LLC	Decreased	17,241(-1.5%)	$869,808	0.0%	-53.59%	0
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	Unchanged	13,619	$687,079	0.0%	-2.87%	0
Arizona State Retirement System	Decreased	13,473(-7.0%)	$679,713	0.0%	-6.05%	0
UFUNITED CAPITAL FINANCIAL ADVISORS, LLC	New	13,334	$672,687	0.0%	-41.78%	34
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Unchanged	13,249	$668,412	0.0%	-60.17%	0
Police & Firemen's Retirement System of New Jersey	Decreased	13,094(-6.0%)	$660,592	0.0%	-60.83%	0
AMERIPRISE FINANCIAL INC	Decreased	12,745(-73.9%)	$642,986	0.0%	-50.80%	0
AQR CAPITAL MANAGEMENT LLC	Increased	12,707(+90.7%)	$641,068	0.0%	-22.90%	39
First Eagle Investment Management, LLC	Increased	11,908(+267.9%)	$600,759	0.0%	-42.55%	39
TRUIST FINANCIAL CORP	Decreased	11,155(-2.0%)	$562,769	0.0%	-23.68%	0
Universal- Beteiligungs- und Servicegesellschaft mbH	Increased	10,997(+99.3%)	$558,777	0.0%	-52.73%	39
KLP KAPITALFORVALTNING AS	Decreased	10,300(-3.7%)	$519,635	0.0%	-62.52%	0
ZKZurcher Kantonalbank (Zurich Cantonalbank)	Unchanged	9,930	$500,969	0.0%	-37.63%	0
Pathstone Holdings, LLC	Decreased	9,042(-46.8%)	$456,166	0.0%	-60.16%	0
ProShare Advisors LLC	Increased	9,032(+6.9%)	$455,664	0.0%	-50.98%	26
VOYA INVESTMENT MANAGEMENT LLC	Decreased	8,982(-2.0%)	$453,142	0.0%	-8.35%	0
MGMERCER GLOBAL ADVISORS INC /ADV	Increased	8,791(+26.2%)	$443,526	0.0%	-57.38%	30
GLENMEDE TRUST CO NA	Increased	8,569(+92.4%)	$432,306	0.0%	-40.89%	38
Pictet Asset Management Holding SA	Increased	8,047(+13.8%)	$405,971	0.0%	-47.54%	27
COMMERCE BANK	Decreased	7,631(-1.0%)	$384,983	0.0%	-43.90%	0
Jain Global LLC	New	7,563	$381,553	0.0%	-41.78%	33
Kestra Advisory Services, LLC	Unchanged	7,509	$378,829	0.0%	-42.51%	0
Cerity Partners LLC	Decreased	7,118(-76.0%)	$359,102	0.0%	-51.91%	0
Corient Private Wealth LLC	Increased	6,368(+6.9%)	$321,268	0.0%	-43.36%	25
FIFTH THIRD BANCORP	Increased	6,319(+24.5%)	$318,794	0.0%	-53.62%	29
Cetera Investment Advisers	Decreased	5,825(-3.1%)	$293,872	0.0%	-44.51%	0
COMERICA BANK	Decreased	5,570(-40.8%)	$281,008	0.0%	-57.14%	0
Neuberger Berman Group LLC	Decreased	5,445(-2.4%)	$274,700	0.0%	-53.41%	0
GAGotham Asset Management, LLC	Decreased	5,288(-45.8%)	$266,780	0.0%	-37.85%	0
FWFocus Partners Wealth	Increased	4,547(+1.8%)	$229,398	0.0%	-44.46%	23
CAPTRUST FINANCIAL ADVISORS	Decreased	4,456(-3.7%)	$224,805	0.0%	-50.11%	0
PNC FINANCIAL SERVICES GROUP, INC.	Decreased	4,110(-14.3%)	$207,350	0.0%	-41.90%	0
Ensign Peak Advisors, Inc	Decreased	3,948(-69.6%)	$199,177	0.0%	-39.13%	0
HUNTINGTON NATIONAL BANK	Increased	2,655(+5.3%)	$133,944	0.0%	-34.19%	23
OSAIC HOLDINGS, INC.	Decreased	2,134(-26.8%)	$107,657	0.0%	-54.99%	0
NISA INVESTMENT ADVISORS, LLC	Decreased	2,031(-5.6%)	$102,464	0.0%	-29.53%	0
MAI Capital Management	Increased	1,863(+466.3%)	$93,989	0.0%	-46.50%	35
$US BANCORP \DE\$ US BANCORP \DE\	Increased	1,391(+10.1%)	$70,176	0.0%	-32.45%	23
ASSETMARK, INC	Decreased	909(-2.4%)	$45,859	0.0%	-46.82%	0
DANSKE BANK A/S	Unchanged	800	$40,360	0.0%	-58.29%	0
Rockefeller Capital Management L.P.	Increased	668(+136.9%)	$33,701	0.0%	-42.96%	32
JONES FINANCIAL COMPANIES LLLP	Decreased	367(-25.7%)	$18,515	0.0%	-59.54%	0
SIMPLEX TRADING, LLC	New	353	$17,808	0.0%	-41.78%	28
LOS ANGELES CAPITAL MANAGEMENT LLC	New	220	$11,642	0.0%	-41.78%	27
Optiver Holding B.V.	Decreased	226(-32.7%)	$11,402	0.0%	-59.76%	0
MUMitsubishi UFJ Asset Management Co., Ltd.	Unchanged	144	$7,315	0.0%	-42.47%	0
BROWN BROTHERS HARRIMAN & CO	Increased	136(+16.2%)	$6,861	0.0%	-56.31%	13
CIBC Private Wealth Group LLC	Increased	123(+32.3%)	$6,205	0.0%	-57.96%	14
Farther Finance Advisors, LLC	Decreased	93(-7.9%)	$4,692	0.0%	-50.13%	0
PRICE T ROWE ASSOCIATES INC /MD/	Increased	48,606(+6.0%)	$2,453	0.0%	-37.48%	13
NewEdge Advisors, LLC	Unchanged	12	$605	0.0%	-36.26%	0
Allworth Financial LP	Increased	9(+125.0%)	$455	0.0%	-50.39%	12
BNP Paribas Asset Management Holding S.A.	Increased	638(+43.0%)	$32	0.0%	-54.16%	10
PRINCIPAL FINANCIAL GROUP INC	Exited	0(-100.0%)	$200,348	0.0%	-14.20%	0
TWO SIGMA ADVISERS, LP	Exited	0(-100.0%)	$1.6M	0.0%	-10.55%	0
CIBC WORLD MARKETS CORP	Exited	0(-100.0%)	$463,247	0.0%	-34.06%	0
WHITTIER TRUST CO	Exited	0(-100.0%)	$25,070	0.0%	-31.59%	0
Freestone Grove Partners LP	Exited	0(-100.0%)	$526,475	0.0%	-15.45%	0
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	Exited	0(-100.0%)	$808,011	0.0%	-27.87%	0
Capula Management Ltd	Exited	0(-100.0%)	$1.3M	0.0%	-4.68%	0
Squarepoint Ops LLC	Exited	0(-100.0%)	$9.7M	0.0%	-4.68%	0
MATHER GROUP, LLC.	Exited	0(-100.0%)	$15,094	0.0%	-4.68%	0
Schonfeld Strategic Advisors LLC	Exited	0(-100.0%)	$889,991	0.0%	-4.68%	0
PRUDENTIAL FINANCIAL INC	Exited	0(-100.0%)	$337,196	0.0%	-23.45%	0
XPONANCE LLC	Exited	0(-100.0%)	$205,591	0.0%	-33.67%	0
Brevan Howard Capital Management LP	Exited	0(-100.0%)	$1.6M	0.0%	-4.68%	0
TRTEACHER RETIREMENT SYSTEM OF TEXAS	Exited	0(-100.0%)	$338,308	0.0%	-35.47%	0
HRT FINANCIAL LP	Exited	0(-100.0%)	$261	0.0%	-4.68%	0
STATE OF WISCONSIN INVESTMENT BOARD	Exited	0(-100.0%)	$236,996	0.0%	-19.06%	0
Mariner, LLC	Exited	0(-100.0%)	$413,829	0.0%	-13.62%	0
MACQUARIE GROUP LTD	Exited	0(-100.0%)	$20.9M	0.0%	-0.49%	0

C B I Z INC

Continue exploring