Mustard Seed Investor logo: a sprouting mustard seedMustard Seed Investor
← All stocks
CBZIndustrialsCommon Stock

CBIZ, Inc

Held by 7 tracked managers as of Q2 2026 · CUSIP ⓘCUSIP: A 9-character ID for one specific security - one share class of one company, or one bond. Tickers can change and can mean different things in different countries; a CUSIP always identifies exactly the same security, which is why filings use it. Guide 124805102 · Sector ⓘGICS sectors: The 11-sector system most investors know (Global Industry Classification Standard): Technology, Health Care, Financials and so on. This site assigns each company a GICS-style sector from its SIC code, with a few hand corrections, so sector pages match the names investors expect. Guide

Download report
In plain English: 7 of the investors we track own this stock. In the latest quarter, 3 of them bought more of it and 6 sold some or all of theirs (1 bought it for the first time). That tells you what they did last quarter — not what the stock will do next.

Educational and informational only, not personalized investment advice. Based on public filings that may be delayed or contain errors; verify with the original filings. Disclaimer

Managers holding
7
-1 vs last quarter (like-for-like)
Total value held
$78.28M
Across tracked managers
Average weight ⓘOn average, how big this stock is in the portfolios that own it (its share of each manager's reported portfolio value).
0.0%
Of each manager's book
QoQ value ⓘLike-for-like: only managers that filed both quarters are compared, so a manager filing late (or confidentially) does not look like buying or selling. Includes price changes.
-$11.50M
-12.8% vs last quarter
Net shares bought
-923.6K
Est. net flow -$24.75M
Quarter activity
3 bought · 6 sold
1 new · 2 sold out

Tracked capital in this stock

Total value held (area) and number of managers (line). Dips can mean a large holder filed that quarter confidentially (e.g. Norges Bank in Q1/Q3).

Chart: Tracked capital in this stock

Aggregate buying and selling

Net share change reported each quarter

Chart: Aggregate buying and selling

Who owns CBZ?

🔒 The 'who added and who trimmed' chart is a Plus feature

You're viewing the Free plan. Upgrade to unlock The 'who added and who trimmed' chart — every paid plan starts with a 7-day free trial, and you can cancel in two clicks.

See plans & upgrade Sign in

Who owns CBZ? — Q2 2026

Holders ranked by position size, with each one's quarter-over-quarter change.

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

# Manager Fund Shares Value ↓ % of their portfolio QoQ Δ shares Δ shares % Est. Δ value ⓘChange in shares × this quarter's price
1 Chuck Royce Royce & Associates 992.77K $31.85M 0.3% Added +166.9K +20.2% +$5.35M
2 Boston Partners Boston Partners Global Investors 778.45K $25.69M 0.0% Added +217.1K +38.7% +$7.16M
3 Hotchkis & Wiley Hotchkis & Wiley Capital Management 350.50K $11.24M 0.0% Reduced -6.7K -1.9% -$214.29K
4 Two Sigma Two Sigma Investments 138.43K $4.44M 0.0% Reduced -192.3K -58.1% -$6.17M
5 David Shaw D.E. Shaw & Co. 112.20K $3.60M 0.0% Reduced -156.0K -58.2% -$5.01M
6 Ken Griffin Citadel Advisors 34.23K $1.10M 0.0% Reduced -69.4K -67.0% -$2.23M
7 Ray Dalio Bridgewater Associates 11.09K $355.86K 0.0% New +11.1K — +$355.86K

Sold out completely this quarter

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

Manager Fund Shares sold Value last quarter ↓
Israel Englander Millennium Management -464.6K $12.48M
Steve Cohen Point72 Asset Management -429.7K $11.54M

Politician trades

Politician trades in CBZ

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

Politician Date Ticker Asset Type Reported range ⓘThe dollar range the politician reported. Exact amounts are not disclosed. Est. size ⓘOur estimate only: the midpoint of the reported range. Owner Account ⓘSubholding Of: the account the trade was in, as named on the report (e.g. an IRA or a brokerage account). The same stock bought on the same day in different accounts is a separate trade in each account. Filed ↓ Filing delay ⓘDays between the trade and the report. Over 45 days is late under the STOCK Act. Source
Gil Cisneros Politician Jun 30, 2026 CBZ CBIZ, Inc. Common Stock (CBZ) [ST] Sale $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Self — Jul 2, 2026 2 days PTR ↗
Josh Gottheimer Politician Apr 6, 2026 CBZ CBIZ, Inc. Common Stock (CBZ) [ST] Purchase $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Joint — May 19, 2026 43 days PTR ↗
Josh Gottheimer Politician Mar 5, 2026 CBZ CBIZ, Inc. Common Stock (CBZ) [ST] Sale $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Joint — Apr 8, 2026 34 days PTR ↗
Josh Gottheimer Politician Apr 9, 2025 CBZ CBIZ, Inc. Common Stock (CBZ) [ST] Sale (partial) $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Joint — May 14, 2025 35 days PTR ↗
Gil Cisneros Politician Mar 24, 2025 CBZ CBIZ, Inc. Common Stock (CBZ) [ST] Purchase $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Self — Apr 7, 2025 14 days PTR ↗
Josh Gottheimer Politician Mar 7, 2024 CBZ CBIZ, Inc. Common Stock (CBZ) [ST] Sale (partial) $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Joint — Apr 7, 2024 31 days PTR ↗