CBZ
CBIZ, Inc. · Industrials · Specialty Business Services
Momentum inputs (comparable managers):
holder breadth +20.0% ·
share flow +2.6% ·
net new positions +16.7%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024
| 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 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (passive) | 1.11M | +1.1% | $74.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 1.11M | +1.1% | $74.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Capital World Investors ✦ | 824.80K | +0.2% | $55.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | T. Rowe Price ✦ | 758.51K | -2.5% | $51.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 758.51K | -2.5% | $51.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Norges Bank ✦ (passive) | 158.60K | -45.8% | $10.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Two Sigma Investments ✦ | 108.46K | +1.0% | $7.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 91.79K | New | $6.18M | 0.0% | New | 1 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 91.79K | New | $6.18M | 0.0% | New | 1 | SEC ↗ |
| 10 | Marshall Wace ✦ | 90.20K | +349.5% | $6.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Marshall Wace ✦ | 90.20K | +349.5% | $6.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Millennium Management ✦ | 80.00K | New | $5.38M | 0.0% | New | 1 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 12.86K | -14.1% | $865,148 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 12.86K | -14.1% | $865,148 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Point72 Asset Management ✦ | 11.27K | New | $758,134 | 0.0% | New | 1 | SEC ↗ |
| 16 | Arrowstreet Capital ✦ | 8.56K | -65.2% | $576,339 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Gotham Asset Management ✦ | 5.92K | 0.0% | $398,222 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $6.18M | 0.0% |
| Citadel Advisors | $6.18M | 0.0% |
| Millennium Management | $5.38M | 0.0% |
| Point72 Asset Management | $758,134 | 0.0% |
Exited
| D. E. Shaw & Co. | $932,252 | 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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.