Security key
124805102
- Security type / class
- Equity / COMMON STOCK
- Total 13F shares
- 199,874
- Total 13F value
- $10,940,504
- Share change
- -1,183,585
- SEC-reported price per share
- $54.69
- Number of holders
- 39
- Value change
- -$38,099,928
- Number of buys
- 16
- Number of sells
- 19
- Shares outstanding
- 53,779,699
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q3 2026
Institutions
39
Top holders
10
CBZ full security history
Ownership snapshot
Full 13F holder table
CBIZ, Inc. SEC filings
CBIZ, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 124805102
Recent filing periods:
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
FMR LLC
Disclosed value leader
FMR LLC
Comparable rows
5/15
Latest evidence
30 Jun 2026
13F
13D/G
3/4/5
Lead comparable stake: 8.3%
10 rows are not safely comparable across share classes.
13D/G row: FMR LLC
Showing 1-6 of 15 holder rows.
Quick read
FMR LLC leads the comparable SEC ownership view at 8.3%.
5 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 FMR LLC's linked filing trail.
Comparable ownership
Top 5
FMR LLC
8.3%
BANK OF MONTREAL /CAN/
6.4%
Winn David Randall
5.2%
Durable Capital Partners LP
3%
MORGAN STANLEY
3%
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 |
|---|---|---|---|---|---|
| FMR LLC |
13F
13D/G
Company
|
8.3%
Reported 13D/G
· 31 Jul 2026
|
$258,156,807
8,047,282 shares
|
— | 30 Jun 2026 |
| BANK OF MONTREAL /CAN/ |
13F
13D/G
Company · Bank of Montreal
|
6.4%
Reported 13D/G
· 31 Mar 2026
|
$110,795,434
3,453,723 shares
|
— | 30 Jun 2026 |
| Winn David Randall |
13D/G
22C Capital LLC
|
5.2%
Reported 13D/G
· 01 May 2025
|
$186,276,683
2,804,527 shares
|
$0 | 01 May 2025 |
| Durable Capital Partners LP |
13D/G
|
3%
Reported 13D/G
· 31 Dec 2025
|
$88,517,999
1,631,969 shares
|
-$124,377,636 | 31 Dec 2025 |
| MORGAN STANLEY |
13F
13D/G
Company
|
3%
Reported 13D/G
· 31 Mar 2026
|
$47,887,007
1,492,737 shares
|
— | 30 Jun 2026 |
| BlackRock, Inc. |
13F
Company
|
—
denominator unverified
|
$159,494,896
4,971,786 shares
|
— | 30 Jun 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 Q3 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
39
Shares
199,874
Rows available
39
| 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 Q3 2026 vs Q2 2026 Across Filers
Q2 2026 holders
260
Q3 2026 holders
39
Holder diff
-221
| Investor | Q2 2026 Shares | Q3 2026 Shares | Share Diff | Share Chg % | Q2 2026 value | Q3 2026 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend