Security Snapshot

CBIZ, Inc. - Common Stock (CBZ) Institutional Ownership

CUSIP: 124805102

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

260

Shares (Excl. Options)

51,451,606

Price

$26.85

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Type / Class
Equity / Common Stock
Symbol
CBZ on NYSE
Shares outstanding
55,072,119
Price per share
$32.48
All holders as of 31 Mar 2026
Q1 2026
Total 13F shares
51,451,606
Total reported value
$1,381,621,637
% of total 13F portfolios
0%
Share change
-2,995,820
Value change
-$254,365,265
Number of holders
260
Price from insider filings
$32.48
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Key facts

  • CBZ - CBIZ, Inc. - Common Stock is tracked under CUSIP 124805102.
  • 260 institutions reported positions in Q1 2026.
  • 5 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 262 to 260 between Q4 2025 and Q1 2026.
  • Reported value moved from $2,733,221,308 to $1,381,621,637.

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

Latest holder context comes from 260 institutions filings for Q1 2026.

Open SEC Evidence

Security key

124805102

Latest holder period

Q1 2026

13F holders

260

13D/G owners

5

CIK / CUSIP context first

Open Q1 2026 holders CBZ full holder history CBIZ, Inc. SEC filings CBIZ, Inc. company facts CBIZ, Inc. insider transactions

Broader feeds

Latest 13F filings Latest 13D/G filings All securities

Significant Owners of CBIZ, Inc. - Common Stock (CBZ) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FMR LLC 15% +15% $201,671,503 +$10,152,952 7,511,043 +5.3% FMR LLC 31 Mar 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 31 Mar 2026, 260 institutional investors reported holding 51,451,606 shares of CBIZ, Inc. - Common Stock (CBZ). This represents 93% of the company’s total 55,072,119 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of CBIZ, Inc. - Common Stock (CBZ) together control 68% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
FMR LLC 14% 7,511,043 +5.3% 0.01% $201,671,503
BlackRock, Inc. 6.9% 3,811,925 +5.9% 0% $102,350,185
BANK OF MONTREAL /CAN/ 6.4% 3,507,905 +56% 0.04% $94,187,250
22C Capital LLC 5.8% 3,202,267 0% 100% $85,980,869
VANGUARD CAPITAL MANAGEMENT LLC 3.9% 2,146,587 0% 0% $57,635,861
VANGUARD PORTFOLIO MANAGEMENT LLC 3.8% 2,072,824 0% 0% $55,655,324
MORGAN STANLEY 3.6% 2,008,625 -38% 0% $53,931,619
GEODE CAPITAL MANAGEMENT, LLC 2.1% 1,159,379 +1.2% 0% $31,136,006
STATE STREET CORP 2.1% 1,151,709 +0.25% 0% $30,923,387
P2 Capital Partners, LLC 2.1% 1,140,674 -36% 15% $30,627,097
BloombergSen Inc. 1.8% 994,029 -3.3% 3% $26,689,679
Sunriver Management LLC 1.8% 968,631 -2.1% 4.4% $26,007,742
ROYCE & ASSOCIATES LP 1.5% 825,862 +25% 0.22% $22,174,395
NORTHERN TRUST CORP 1.4% 769,003 -16% 0% $20,647,731
GOLDMAN SACHS GROUP INC 1.2% 686,627 +8.1% 0% $18,435,935
Fenimore Asset Management Inc 1.2% 682,222 +51% 0.41% $18,317,661
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.1% 622,267 +16% 0% $16,707,869
AMERIPRISE FINANCIAL INC 1.1% 600,955 +4615% 0% $16,135,642
SILVERCREST ASSET MANAGEMENT GROUP LLC 1.1% 579,597 -34% 0.11% $15,562,257
Boston Partners 1% 561,400 0.02% $15,133,506
BNP PARIBAS FINANCIAL MARKETS 1% 557,857 0% 0.01% $14,978,460
DIMENSIONAL FUND ADVISORS LP 0.99% 546,850 -7.3% 0% $14,683,465
Allianz Asset Management GmbH 0.99% 544,846 0.02% $14,629,115
WATERS PARKERSON & CO., LLC 0.95% 523,042 +20% 0.72% $14,043,678
Qube Research & Technologies Ltd 0.93% 511,013 +904% 0.02% $13,720,699

Institutional Holders of CBIZ, Inc. - Common Stock (CBZ) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 51,451,606 $1,381,621,637 -$254,365,265 $26.85 260
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
2020 Q1 48,608,738 $1,016,924,568 -$11,476,227 $20.92 146
2019 Q4 49,059,087 $1,322,624,926 -$8,944,055 $26.96 156
2019 Q3 49,207,475 $1,156,368,888 +$16,668,452 $23.50 138
2019 Q2 48,581,054 $951,778,903 +$4,057,157 $19.59 134
2019 Q1 48,752,915 $986,686,518 -$7,378,234 $20.24 141
2018 Q4 49,266,470 $970,537,346 -$8,482,723 $19.70 141
2018 Q3 49,513,082 $1,171,906,451 +$6,175,673 $23.70 149
2018 Q2 49,313,434 $1,134,262,548 +$28,672,463 $23.00 140
2018 Q1 48,215,114 $879,915,899 +$9,683,345 $18.25 128
2017 Q4 47,770,414 $738,112,442 +$1,995,011 $15.45 135
2017 Q3 46,649,436 $758,131,355 -$5,165,613 $16.25 122
2017 Q2 47,918,480 $718,766,281 +$16,839,490 $15.00 127
2017 Q1 46,869,351 $635,074,729 +$49,761,306 $13.55 115
2016 Q4 46,427,245 $636,036,515 -$861,932 $13.70 119
2016 Q3 46,506,933 $520,048,062 +$13,087,256 $11.19 129
2016 Q2 45,314,407 $471,715,496 +$5,281,162 $10.41 124
2016 Q1 44,827,234 $452,119,000 -$5,603,168 $10.09 132
2015 Q4 45,421,600 $447,902,243 -$54,701,000 $9.86 128
2015 Q3 51,071,969 $501,096,869 +$7,114,273 $9.82 120
2015 Q2 50,363,819 $485,511,277 +$665,253 $9.64 119
2015 Q1 50,302,829 $469,103,731 +$19,783,693 $9.33 117
2014 Q4 48,206,832 $412,690,484 -$4,796,592 $8.56 103
2014 Q3 48,786,224 $383,941,620 -$7,747,944 $7.87 102
2014 Q2 49,691,400 $448,184,255 -$17,831,256 $9.03 109
2014 Q1 51,649,420 $473,070,484 +$60,501,308 $9.16 119
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