Security record
CBZ
CBIZ, Inc. · Industrials · Specialty Business Services
97Tracked holders
+2Δ holders
35.27MShares held
$1.13BReported value
+12New positions
−10Exits
Momentum inputs (comparable managers):
holder breadth +2.1% ·
share flow -1.8% ·
net new positions +2.1%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 97 | +2 | 35.27M | $1.13B | +12 | −10 |
| Q1 2026 | 98 | -1 | 35.99M | $987.88M | +11 | −12 |
| Q4 2025 | 99 | +1 | 36.80M | $1.86B | +1 | — |
| Q3 2025 | 16 | +1 | 20.63M | $1.09B | +1 | −1 |
| Q2 2025 | 13 | -1 | 15.93M | $1.14B | +1 | −2 |
| Q1 2025 | 11 | 0 | 4.73M | $358.83M | +1 | −1 |
| Q4 2024 | 11 | -2 | 5.02M | $410.90M | +1 | −3 |
| Q3 2024 | 12 | +2 | 3.26M | $219.38M | +3 | −1 |
| Q2 2024 | 10 | — | 3.18M | $235.40M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 8.05M | +7.1% | $258.16M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 8.05M | +7.1% | $258.16M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 3 | Fidelity (FMR) ✦ | 8.05M | +7.1% | $258.16M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | Fidelity (FMR) ✦ | 8.05M | +7.1% | $258.16M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | Fidelity (FMR) ✦ | 8.05M | +7.1% | $258.16M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 4.97M | +30.4% | $159.49M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 4.97M | +30.4% | $159.49M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 4.97M | +30.4% | $159.49M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 4.97M | +30.4% | $159.49M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 4.97M | +30.4% | $159.49M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 4.97M | +30.4% | $159.49M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 4.97M | +30.4% | $159.49M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 4.97M | +30.4% | $159.49M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 4.97M | +30.4% | $159.49M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 4.97M | +30.4% | $159.49M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 4.97M | +30.4% | $159.49M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 17 | BlackRock ✦ (passive) | 4.97M | +30.4% | $159.49M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 18 | BlackRock ✦ (passive) | 4.97M | +30.4% | $159.49M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 19 | BlackRock ✦ (passive) | 4.97M | +30.4% | $159.49M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 20 | BlackRock ✦ (passive) | 4.97M | +30.4% | $159.49M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 21 | Bank Of Montreal /Can/ | 3.45M | -1.5% | $110.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Bank Of Montreal /Can/ | 3.45M | -1.5% | $110.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Bank Of Montreal /Can/ | 3.45M | -1.5% | $110.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Vanguard Capital Management Llc | 2.26M | +5.3% | $72.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 1.49M | -25.7% | $47.89M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 1.49M | -25.7% | $47.89M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 1.49M | -25.7% | $47.89M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 1.49M | -25.7% | $47.89M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 1.49M | -25.7% | $47.89M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 1.49M | -25.7% | $47.89M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 1.49M | -25.7% | $47.89M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 1.49M | -25.7% | $47.89M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 1.49M | -25.7% | $47.89M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 1.49M | -25.7% | $47.89M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 35 | Geode Capital Management ✦ (passive) | 1.26M | +8.4% | $40.34M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 36 | Geode Capital Management ✦ (passive) | 1.26M | +8.4% | $40.34M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 37 | State Street Global Advisors ✦ (passive) | 1.24M | +8.1% | $39.93M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 38 | Boston Partners | 778.45K | +38.7% | $25.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Boston Partners | 778.45K | +38.7% | $25.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Boston Partners | 778.45K | +38.7% | $25.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Northern Trust Corp | 711.17K | -7.5% | $22.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Northern Trust Corp | 711.17K | -7.5% | $22.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Northern Trust Corp | 711.17K | -7.5% | $22.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Northern Trust Corp | 711.17K | -7.5% | $22.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Northern Trust Corp | 711.17K | -7.5% | $22.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Northern Trust Corp | 711.17K | -7.5% | $22.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | AQR Capital Management ✦ | 709.62K | +188.7% | $22.76M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 48 | AQR Capital Management ✦ | 709.62K | +188.7% | $22.76M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 49 | AQR Capital Management ✦ | 709.62K | +188.7% | $22.76M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 50 | AQR Capital Management ✦ | 709.62K | +188.7% | $22.76M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 51 | AQR Capital Management ✦ | 709.62K | +188.7% | $22.76M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 52 | AQR Capital Management ✦ | 709.62K | +188.7% | $22.76M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 53 | AQR Capital Management ✦ | 709.62K | +188.7% | $22.76M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 54 | Charles Schwab Investment… | 665.87K | +7.0% | $21.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Ameriprise Financial Inc | 591.47K | -1.6% | $18.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Ameriprise Financial Inc | 591.47K | -1.6% | $18.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Goldman Sachs Group ✦ | 588.69K | -14.3% | $18.89M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 58 | Goldman Sachs Group ✦ | 588.69K | -14.3% | $18.89M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 59 | Dimensional Fund Advisors Lp | 546.91K | 0.0% | $17.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Dimensional Fund Advisors Lp | 546.91K | 0.0% | $17.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Dimensional Fund Advisors Lp | 546.91K | 0.0% | $17.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Dimensional Fund Advisors Lp | 546.91K | 0.0% | $17.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Dimensional Fund Advisors Lp | 546.91K | 0.0% | $17.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Bnp Paribas Financial Markets | 475.96K | -14.7% | $15.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | Nuveen, LLC | 464.36K | +212.5% | $14.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Nuveen, LLC | 464.36K | +212.5% | $14.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Nuveen, LLC | 464.36K | +212.5% | $14.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Nuveen, LLC | 464.36K | +212.5% | $14.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | Allianz Asset Management GmbH | 544.85K | 0.0% | $14.63M | 0.0% | Held | 2 | SEC ↗ |
| 70 | UBS Group AG | 411.60K | +46.0% | $13.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | UBS Group AG | 411.60K | +46.0% | $13.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Prudential Financial Inc | 411.25K | +14.9% | $13.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Prudential Financial Inc | 411.25K | +14.9% | $13.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Hotchkis & Wiley Capital Management… | 350.50K | -1.9% | $11.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Loomis Sayles & Co L P | 339.08K | -0.3% | $10.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | Loomis Sayles & Co L P | 339.08K | -0.3% | $10.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | Russell Investments Group, Ltd. | 278.97K | +270.2% | $8.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | Russell Investments Group, Ltd. | 278.97K | +270.2% | $8.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Russell Investments Group, Ltd. | 278.97K | +270.2% | $8.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 80 | Russell Investments Group, Ltd. | 278.97K | +270.2% | $8.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Royal Bank Of Canada | 241.84K | -11.8% | $7.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 82 | Royal Bank Of Canada | 241.84K | -11.8% | $7.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 83 | Royal Bank Of Canada | 241.84K | -11.8% | $7.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 84 | Royal Bank Of Canada | 241.84K | -11.8% | $7.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | Royal Bank Of Canada | 241.84K | -11.8% | $7.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 86 | Royal Bank Of Canada | 241.84K | -11.8% | $7.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 87 | Royal Bank Of Canada | 241.84K | -11.8% | $7.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 88 | Allspring Global Investments… | 213.60K | +22.9% | $7.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 89 | Allspring Global Investments… | 213.60K | +22.9% | $7.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | Bank Of America Corp /De/ | 224.25K | -47.9% | $7.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | Bank Of America Corp /De/ | 224.25K | -47.9% | $7.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 92 | Bank Of America Corp /De/ | 224.25K | -47.9% | $7.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 93 | Bank Of America Corp /De/ | 224.25K | -47.9% | $7.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 94 | Bank Of America Corp /De/ | 224.25K | -47.9% | $7.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 95 | Quantinno Capital Management LP | 218.58K | +24.9% | $7.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 96 | Tudor Investment Corp Et Al | 213.63K | +36.2% | $6.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | Creative Planning | 195.08K | +149.4% | $6.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 98 | Creative Planning | 195.08K | +149.4% | $6.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 99 | First Trust Advisors Lp | 189.66K | +204.5% | $6.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 100 | Bank of New York Mellon Corp | 188.62K | +13.1% | $6.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Millennium Management | $12.48M | was 0.0% |
| Point72 Asset Management | $11.54M | was 0.0% |
| Jane Street Group, Llc | $10.74M | was 0.0% |
| Wellington Management | $8.35M | was 0.0% |
| Wcm Investment Management, Llc | $4.95M | was 0.0% |
| Squarepoint Ops LLC | $3.11M | was 0.0% |
| Assenagon Asset Management… | $603,669 | was 0.0% |
| Nomura Asset Management Co Ltd | $29,535 | was 0.0% |
| Assetmark, Inc | $24,299 | was 0.0% |
| National Bank Of Canada /Fi/ | $2,976 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 261 holders, 52.13M shares, $1.39B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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