Security key
124805102
- Security type / class
- Equity / COMMON STOCK
- Total 13F shares
- 51,203,769
- Total 13F value
- $1,644,250,886
- Share change
- -179,113
- Put/Call ratio
- 66%
- SEC-reported price per share
- $32.08
- Number of holders
- 259
- Value change
- +$12,066,791
- Number of buys
- 144
- Number of sells
- 110
- Shares outstanding
- 53,779,699
Holder snapshot
7 signals
Open additional details 1 more signal available
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q2 2026
Institutions
259
Top holders
10
CBZ full security history
Ownership snapshot
Full 13F holder table
CBIZ, Inc. SEC filings
CBIZ, Inc. company facts
Broader feeds
Ownership snapshot
Top reported holders of CBZ - CBIZ, Inc. - COMMON STOCK (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
BANK OF MONTREAL /CAN/
Disclosed value leader
Winn David Randall
Comparable rows
15/15
Latest evidence
15 May 2026
13D/G
13F
3/4/5
Lead comparable stake: 6.4%
13D/G row: BANK OF MONTREAL /CAN/
Showing 1-6 of 15 holder rows.
Quick read
BANK OF MONTREAL /CAN/ leads the comparable SEC ownership view at 6.4%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens BANK OF MONTREAL /CAN/'s linked filing trail.
Comparable ownership
Top 5
BANK OF MONTREAL /CAN/
6.4%
Winn David Randall
5.2%
Durable Capital Partners LP
3%
MORGAN STANLEY
3%
Jerome P. Grisko
2.2%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| BANK OF MONTREAL /CAN/ |
13D/G
13F
Bank of Montreal · Company
|
6.4%
|
$94,192,324
3,508,094 shares
|
$0 | 31 Mar 2026 |
| Winn David Randall |
13D/G
22C Capital LLC
|
5.2%
|
$186,276,683
2,804,527 shares
|
$0 | 01 May 2025 |
| Durable Capital Partners LP |
13D/G
|
3%
|
$88,517,999
1,631,969 shares
|
-$124,377,636 | 31 Dec 2025 |
| MORGAN STANLEY |
13F
13D/G
Company
|
3%
from 13D/G
|
$53,931,619
2,008,625 shares
|
— | 31 Mar 2026 |
| Jerome P. Grisko |
3/4/5
CEO & President, Director
|
2.2%
|
$32,428,834
1,188,740 shares
|
— | 13 Mar 2026 |
| Michael P. Kouzelos |
3/4/5
President, Employee Services
|
0.72%
|
$11,874,707
389,718 shares
|
— | 06 Mar 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q2 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
259
Shares
51,203,769
Rows available
259
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q2 2026 vs Q1 2026 Across Filers
Q1 2026 holders
261
Q2 2026 holders
259
Holder diff
-2
| Investor | Q1 2026 Shares | Q2 2026 Shares | Share Diff | Share Chg % | Q1 2026 value | Q2 2026 value | Value change | Value Chg % |
|---|