CBIZ INC CBZ
$35.12
+2.5% 52w: $25.14 – $77.81
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data25.1451.4777.81
Jun 20, 2025 Jul 2, 2026
Institutional holders
263
-1 QoQ
13F value
$1.43B
-47.8% QoQ
Smart-money holders
8
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
0.9×
$1.2M calls / $1.2M puts
Institutional value by quarter
Number of holders
Who owns CBZ?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| FMR LLC | Long only active | 7.5M | $201.7M | 0.0% | +5.3% |
| BlackRock, Inc. | Index provider | 3.8M | $102.4M | 0.0% | +5.9% |
| BANK OF MONTREAL /CAN/ | Bank broker | 3.5M | $94.2M | 0.0% | +55.8% |
| 22C Capital LLC ★2 | Fundamental diversified | 3.2M | $86.0M | 100.0% | Held |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 2.1M | $57.6M | 0.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 2.1M | $55.7M | 0.0% | — |
| MORGAN STANLEY | Bank broker | 2.0M | $53.9M | 0.0% | -38.2% |
| ALLIANCEBERNSTEIN L.P. | Long only active | 902.0K | $45.5M | 0.0% | +1572.8% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 1.2M | $31.1M | 0.0% | +1.2% |
| STATE STREET CORP | Index provider | 1.2M | $30.9M | 0.0% | +0.2% |
| P2 Capital Partners, LLC ★3 | Fundamental concentrated | 1.1M | $30.6M | 14.6% | -35.7% |
| BloombergSen Inc. ★3 | Fundamental concentrated | 994.0K | $26.7M | 3.0% | -3.3% |
| Sunriver Management LLC ★3 | Fundamental concentrated | 968.6K | $26.0M | 4.4% | -2.1% |
| ROYCE & ASSOCIATES LP | Other | 825.9K | $22.2M | 0.2% | +25.3% |
| NORTHERN TRUST CORP | Index provider | 769.0K | $20.6M | 0.0% | -15.6% |
| GOLDMAN SACHS GROUP INC | Bank broker | 686.6K | $18.4M | 0.0% | +8.1% |
| Fenimore Asset Management Inc ★2 | Fundamental diversified | 682.2K | $18.3M | 0.4% | +50.7% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 622.3K | $16.7M | 0.0% | +16.2% |
| AMERIPRISE FINANCIAL INC | Bank broker | 601.0K | $16.1M | 0.0% | +4615.2% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | Other | 579.6K | $15.6M | 0.1% | -33.7% |
| Boston Partners | Other | 561.4K | $15.1M | 0.0% | New |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 557.9K | $15.0M | 0.0% | +2701.5% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 546.9K | $14.7M | 0.0% | -7.3% |
| Allianz Asset Management GmbH | Diversified mechanical | 544.8K | $14.6M | 0.0% | New |
| WATERS PARKERSON & CO., LLC ★2 | Fundamental diversified | 523.0K | $14.0M | 0.7% | +19.6% |
| Qube Research & Technologies Ltd | Quant stat arb | 511.0K | $13.7M | 0.0% | +903.9% |
| GW&K Investment Management, LLC | Other | 478.3K | $12.8M | 0.1% | -38.6% |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 464.6K | $12.5M | 0.0% | +1370.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 430.2K | $11.6M | 0.0% | -2.7% |
| Point72 Asset Management, L.P. | Multistrat pod | 429.7K | $11.5M | 0.0% | New |
| JANE STREET GROUP, LLC | Market maker | 399.9K | $10.7M | 0.0% | +1247.6% |
| PRUDENTIAL FINANCIAL INC | Insurance | 357.9K | $9.6M | 0.0% | New |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Other | 357.2K | $9.6M | 0.0% | New |
| GENEVA CAPITAL MANAGEMENT LLC | Other | 353.1K | $9.5M | 0.2% | -11.6% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 344.8K | $9.3M | 0.0% | — |
| LOOMIS SAYLES & CO L P | Other | 340.2K | $9.1M | 0.0% | New |
| MONTRUSCO BOLTON INVESTMENTS INC. ★2 | Fundamental diversified | 340.0K | $9.1M | 0.1% | +15.2% |
| Trexquant Investment LP | Diversified mechanical | 335.2K | $9.0M | 0.1% | New |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 330.7K | $8.9M | 0.0% | New |
| WELLINGTON MANAGEMENT GROUP LLP | Long only active | 310.8K | $8.3M | 0.0% | -29.4% |
| UBS Group AG | Bank broker | 282.0K | $7.6M | 0.0% | +266.0% |
| Handelsbanken Fonder AB | Diversified mechanical | 276.0K | $7.4M | 0.0% | -50.9% |
| ROYAL BANK OF CANADA | Bank broker | 274.2K | $7.4M | 0.0% | -21.4% |
| D. E. Shaw & Co., Inc. | Quant stat arb | 268.2K | $7.2M | 0.0% | +628.0% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 245.8K | $6.6M | 0.0% | +1834.4% |
| Summit Creek Advisors LLC | Other | 234.6K | $6.3M | 1.3% | -11.2% |
| JPMORGAN CHASE & CO | Bank broker | 224.0K | $6.0M | 0.0% | +333.7% |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | Other | 204.7K | $5.5M | 0.3% | +11.5% |
| Engineers Gate Manager LP | Diversified mechanical | 195.0K | $5.2M | 0.1% | +732.0% |
| WCM INVESTMENT MANAGEMENT, LLC | Other | 183.3K | $5.0M | 0.0% | -33.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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