Key facts
- BANK OF MONTREAL /CAN/ filed SCHEDULE 13G for CBIZ, Inc. COMMON STOCK (CBZ).
- Disclosed ownership: 6.4%.
- Date of event: 31 Mar 2026.
BANK OF MONTREAL /CAN/ - 31 Mar 2026 SCHEDULE 13G Report for CBIZ, Inc. COMMON STOCK (CBZ)
- Filing Manager
- BANK OF MONTREAL /CAN/
- Reporting Manager
- Bank of Montreal
- Security
- CBIZ, Inc. COMMON STOCK
- Symbol
- CBZ
- Shares outstanding
- 55,072,119 shares
- Disclosed Ownership
- 3,508,094 shares
- Ownership
- 6.4%
- Form type
- SCHEDULE 13G
- Filing time
- 13 May 2026, 07:29:03 UTC
- Date of event
- 31 Mar 2026
- SEC
- View on sec.gov
Key filing fact
BANK OF MONTREAL /CAN/ disclosed 6.4% ownership in CBIZ, Inc. COMMON STOCK (CBZ) on 31 Mar 2026.
Change
- No earlier schedule filing is available for direct comparison.
- Current filing was accepted on 13 May 2026, 07:29.
Research use
- This page explains what this Schedule 13D/13G filing tells you before manager-level rows.
- You can verify ownership claims directly against the original SEC filing.
Evidence
Backed by Schedule 13D/13G
See Original Filing
Beneficial ownership values are sourced from the original SEC Schedule 13D/13G filing.
Reporting persons
Reporting managers (10)
Names, ownership, voting power, signatures, titles, and CIKs as disclosed in this Schedule 13D/G filing.
| Name | Ownership | Shares Owned | sole voting power | shared voting power | Signature | Title | CIK |
|---|---|---|---|---|---|---|---|
| Bank of Montreal | 6.4% | 3,508,094 | 2,549,917 | 0 | Kathryn Cenac | Managing Director - Regulatory Solutions Group | |
| BANK OF MONTREAL HOLDING INC. | 0% | 93 | 93 | 0 | Kathryn Cenac | Managing Director - Regulatory Solutions Group | |
| BMO NESBITT BURNS INC. WEALTH MANAGEMENT | 0% | 0 | 0 | 0 | Kathryn Cenac | Managing Director - Regulatory Solutions Group | |
| BMO NESBITT BURNS INC. | 0% | 93 | 93 | 0 | Kathryn Cenac | Managing Director - Regulatory Solutions Group | |
| BMO FINANCIAL CORP. | 0% | 2,671 | 397 | 0 | Kathryn Cenac | Managing Director - Regulatory Solutions Group | |
| BMO CAPITAL MARKETS CORP. | 0% | 100 | 100 | 0 | Kathryn Cenac | Managing Director - Regulatory Solutions Group | |
| BMO BANK N.A. | 0% | 301 | 297 | 0 | Kathryn Cenac | Managing Director - Regulatory Solutions Group | |
| BMO FAMILY OFFICE, LLC | 0% | 2,270 | 0 | 0 | Kathryn Cenac | Managing Director - Regulatory Solutions Group | |
| 1001271606 ONTARIO INC | 6.4% | 3,505,334 | 2,549,431 | 0 | Kathryn Cenac | Managing Director - Regulatory Solutions Group | |
| Burgundy Asset Management, Inc. | 6.4% | 3,505,334 | 2,549,431 | 0 | Kathryn Cenac | Managing Director - Regulatory Solutions Group |
CIK / CUSIP context first