InvestorLens

CBZ — CBIZ INC

Public company

Sign in to save3 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying CBZ?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
67
Institutional Conviction
Mixed · 2 buying vs 1 selling last quarter
46
Macro Tailwind
Macro conditions are mixed for this sector
55
Congressional Activity
1 congressional purchase, 2 sales disclosed in the last 6 months
Why? — Evidence & Confidence ▾

Of 3 tracked investors who changed their CBZ position last quarter, 2 bought and 1 sold (67% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 55/100 in a Squeeze regime). 1 congressional purchase, 2 sales disclosed in the last 6 months.

Supporting evidence
  • +2 tracked investors added or increased positions last quarter (Ray Dalio, Paul Tudor Jones)
  • +3 tracked investors reported holding CBZ at their latest filing
  • +Macro Health is 55/100 in a Squeeze regime — historically acceptable for this sectorsource
Contradicting evidence — always shown
  • −1 tracked investor reduced or exited last quarter (0 reduced, 1 sold out)
  • −Congressional disclosures lean toward selling (2 sales vs 1 purchases, 6 months)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 8/20/2026.

About CBIZ INC (CBZ)

CBIZ INC (CBZ) appears in the most recent 13F filings of 3 tracked institutional investors. The largest disclosed position is held by Ken Griffin (Citadel Advisors), valued at $33M. Across recent filings, tracked investors recorded 8 new positions, 2 increased, 2 reduced, and 7 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in CBZ

53
/100
Mixed Activity
Added / Increased10
Reduced2
Exited7
BearishBullish
Crowded Trade Score™

How many top investors track CBZ

20
/100
Emerging Interest
3investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

CBZ Ownership Composition

How CBIZ INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Macro
68% of tracked value
Institutions
3
tracked investors
Total Reported
$10.6M
combined 13F value
Types2
  • Macro67.7%
  • Multi-Strategy / Quant32.3%
Macro(2)
67.7%
Multi-Strategy / Quant(1)
32.3%

Tracked investors currently reporting CBZ

2 tracked investors have since exited this position — listed separately below.

  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    107.1K
    Value
    $3.4M
    % Portfolio
    0.00%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    213.6K
    Value
    $6.9M
    % Portfolio
    0.01%
  • Ray DalioJun 30, 2026
    Bridgewater Associates
    Shares
    11.1K
    Value
    $355.9K
    % Portfolio
    0.00%

Previously held CBZ

These investors reported CBZ in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Izzy EnglanderMillennium Management464.6K$12.5MMar 31, 2026
Steve CohenPoint72 Asset Management429.7K$11.5MMar 31, 2026

Recent activity

Frequently asked questions

How many institutional investors hold CBZ?
3 tracked institutional investors disclosed a position in CBZ (CBIZ INC) in their most recent 13F filing.
Who is the largest institutional holder of CBZ?
Ken Griffin, Citadel Advisors, holds the largest disclosed position in CBZ, valued at $33M.
Did institutional ownership of CBZ increase or decrease?
Across recent 13F filings, tracked investors recorded 8 new positions, 2 increased, 2 reduced, and 7 fully exited CBZ.
Where does this CBZ ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.