Latest Period
Q2 2026
Security Snapshot
CBIZ, Inc. - COMMON STOCK (CBZ) Institutional Ownership
CUSIP: 124805102
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
257
Shares (Excl. Options)
50,979,608
Price
$32.08
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- Security type / class
- Equity / COMMON STOCK
- Symbol
- CBZ on NYSE
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 50,979,608
- Total 13F value
- $1,634,210,161
- Portfolio coverage rank
- 0%
- Share change
- -338,787
- Value change
- +$6,944,357
- Number of holders
- 257
- Shares outstanding
- 53,779,699
- SEC-reported price per share
- $55.25
- Insider filing price
- $55.25
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- CBZ - CBIZ, Inc. - COMMON STOCK is tracked under CUSIP 124805102.
- 257 institutions reported positions in Q2 2026.
- 5 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 261 to 257 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $1,381,621,680 to $1,634,210,161.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 257 institutions filings for Q2 2026.
Security key
124805102
Latest holder period
Q2 2026
13F holders
257
13D/G owners
5
CIK / CUSIP context first
Open Q2 2026 holders
CBZ full holder history
CBIZ, Inc. SEC filings
CBIZ, Inc. company facts
CBIZ, Inc. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 124805102:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
5
Security
CBZ
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FMR LLC | 8.3% | -45% | $180,646,546 | -$123,325,364 | 4,463,715 | -41% | FMR LLC | 31 Jul 2026 |
| BANK OF MONTREAL /CAN/ | 6.4% | $94,192,324 | 3,508,094 | Bank of Montreal | 31 Mar 2026 | |||
| Winn David Randall | 5.2% | $186,276,683 | 2,804,527 | 22C Capital LLC | 01 May 2025 | |||
| MORGAN STANLEY | 3% | $44,073,416 | 1,641,468 | Morgan Stanley | 31 Mar 2026 | |||
| Durable Capital Partners LP | 3% | -61% | $88,517,999 | -$124,377,636 | 1,631,969 | -58% | Durable Capital Partners LP | 31 Dec 2025 |
As of 30 Jun 2026, 257 institutional investors reported holding 50,979,608 shares of CBIZ, Inc. - COMMON STOCK (CBZ). This represents 95% of the company’s total 53,779,699 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
74%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| FMR LLC | 15% | 8,047,282 | +7.1% | 0.01% | $258,156,807 |
| BlackRock, Inc. | 9.2% | 4,971,786 | +30% | 0% | $159,494,896 |
| BANK OF MONTREAL /CAN/ | 6.4% | 3,453,723 | -1.5% | 0.04% | $110,795,434 |
| 22C Capital LLC | 6% | 3,202,267 | 0% | 100% | $102,728,725 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.2% | 2,259,967 | +5.3% | 0% | $72,499,741 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4.2% | 2,253,744 | +8.7% | 0% | $72,300,108 |
| MORGAN STANLEY | 2.8% | 1,492,737 | -26% | 0% | $47,887,007 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.3% | 1,257,357 | +8.5% | 0% | $40,343,010 |
| STATE STREET CORP | 2.3% | 1,244,553 | +8.1% | 0% | $39,925,260 |
| P2 Capital Partners, LLC | 2.1% | 1,136,974 | -0.32% | 15% | $36,474,126 |
| BloombergSen Inc. | 2% | 1,068,306 | +7.5% | 3.8% | $34,271,256 |
| ROYCE & ASSOCIATES LP | 1.8% | 992,770 | +20% | 0.26% | $31,848,062 |
| Boston Partners | 1.4% | 778,451 | +39% | 0.02% | $25,690,095 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 1.4% | 736,320 | +27% | 0.15% | $23,621,206 |
| NORTHERN TRUST CORP | 1.3% | 711,168 | -7.5% | 0% | $22,814,269 |
| AQR CAPITAL MANAGEMENT LLC | 1.3% | 709,617 | +189% | 0.01% | $22,764,514 |
| Fenimore Asset Management Inc | 1.3% | 681,628 | -0.09% | 0.45% | $21,866,626 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.2% | 665,870 | +7% | 0% | $21,361,110 |
| DG Capital Management, LLC | 1.2% | 660,000 | 7.3% | $21,172,800 | |
| AMERIPRISE FINANCIAL INC | 1.1% | 591,470 | -1.6% | 0% | $18,974,359 |
| GOLDMAN SACHS GROUP INC | 1.1% | 588,686 | -14% | 0% | $18,885,047 |
| DIMENSIONAL FUND ADVISORS LP | 1% | 546,915 | +0.01% | 0% | $17,545,642 |
| Allianz Asset Management GmbH | 1% | 544,846 | 0% | 0.02% | $14,629,115 |
| WATERS PARKERSON & CO., LLC | 0.96% | 515,707 | -1.4% | 0.82% | $16,543,881 |
| BNP PARIBAS FINANCIAL MARKETS | 0.89% | 475,961 | 0% | 0.01% | $15,268,829 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 50,979,608 | $1,634,210,161 | +$6,944,357 | $32.08 | 257 |
| 2026 Q1 | 51,451,618 | $1,381,621,680 | -$254,617,593 | $26.85 | 261 |
| 2025 Q4 | 54,150,687 | $2,733,221,308 | +$141,384,169 | $50.45 | 262 |
| 2025 Q3 | 50,179,288 | $2,687,465,978 | +$91,286,917 | $52.96 | 262 |
| 2025 Q2 | 47,875,938 | $3,433,457,513 | +$229,516,362 | $71.71 | 271 |
| 2025 Q1 | 44,636,864 | $3,386,289,561 | -$85,695,989 | $75.86 | 285 |
| 2024 Q4 | 45,654,067 | $3,735,048,802 | +$85,415,819 | $81.83 | 277 |
| 2024 Q3 | 44,692,244 | $3,007,102,193 | -$84,867,904 | $67.29 | 280 |
| 2024 Q2 | 45,597,665 | $3,378,449,668 | +$38,799,589 | $74.10 | 273 |
| 2024 Q1 | 45,093,863 | $3,539,538,275 | +$87,974,658 | $78.50 | 266 |
| 2023 Q4 | 44,052,178 | $2,757,205,074 | +$25,145,959 | $62.59 | 257 |
| 2023 Q3 | 43,682,646 | $2,267,624,954 | -$29,836,485 | $51.90 | 241 |
| 2023 Q2 | 44,197,680 | $2,354,436,631 | -$17,281,940 | $53.28 | 230 |
| 2023 Q1 | 44,527,435 | $2,203,637,252 | -$3,532,088 | $49.49 | 224 |
| 2022 Q4 | 44,685,254 | $2,094,386,438 | +$122,535,017 | $46.85 | 225 |
| 2022 Q3 | 45,631,294 | $1,952,541,723 | -$36,465,927 | $42.78 | 201 |
| 2022 Q2 | 46,583,740 | $1,861,452,883 | -$16,280,453 | $39.96 | 181 |
| 2022 Q1 | 47,166,717 | $1,979,082,314 | +$32,320,846 | $41.97 | 168 |
| 2021 Q4 | 46,381,797 | $1,813,927,443 | -$121,774,195 | $39.12 | 165 |
| 2021 Q3 | 46,542,500 | $1,505,224,949 | +$29,930,450 | $32.34 | 156 |
| 2021 Q2 | 47,151,870 | $1,545,142,953 | -$19,100,906 | $32.77 | 164 |
| 2021 Q1 | 47,750,348 | $1,559,542,499 | -$35,646,739 | $32.66 | 163 |
| 2020 Q4 | 48,713,715 | $1,296,342,785 | -$10,256,515 | $26.61 | 161 |
| 2020 Q3 | 49,119,085 | $1,123,549,936 | -$9,560,311 | $22.87 | 157 |
| 2020 Q2 | 49,542,061 | $1,187,043,336 | +$25,249,170 | $23.97 | 150 |