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Security record · archived quarter

CBZ

CBIZ, Inc. · Industrials · Specialty Business Services

54.75 +0.3% mkt cap $2.94B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
13Tracked holders
-1Δ holders
15.93MShares held
$1.14BReported value
+1New positions
−2Exits
Falling Conviction score 40/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -7.1% · share flow +3.0% · net new positions -7.7%formula
Concentrated accumulation — rising shares among fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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
Holder count
Who holds it · Q2 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 The Vanguard Group (passive) 5.08M $364.36M 0.0% n/c 1 SEC ↗
2 The Vanguard Group (passive) 5.08M $364.36M 0.0% n/c 1 SEC ↗
3 The Vanguard Group (passive) 5.08M $364.36M 0.0% n/c 1 SEC ↗
4 The Vanguard Group (passive) 5.08M $364.36M 0.0% n/c 1 SEC ↗
5 The Vanguard Group (passive) 5.08M $364.36M 0.0% n/c 1 SEC ↗
6 BlackRock (passive) 3.79M $271.77M 0.0% n/c 1 SEC ↗
7 BlackRock (passive) 3.79M $271.77M 0.0% n/c 1 SEC ↗
8 BlackRock (passive) 3.79M $271.77M 0.0% n/c 1 SEC ↗
9 BlackRock (passive) 3.79M $271.77M 0.0% n/c 1 SEC ↗
10 BlackRock (passive) 3.79M $271.77M 0.0% n/c 1 SEC ↗
11 BlackRock (passive) 3.79M $271.77M 0.0% n/c 1 SEC ↗
12 BlackRock (passive) 3.79M $271.77M 0.0% n/c 1 SEC ↗
13 BlackRock (passive) 3.79M $271.77M 0.0% n/c 1 SEC ↗
14 BlackRock (passive) 3.79M $271.77M 0.0% n/c 1 SEC ↗
15 BlackRock (passive) 3.79M $271.77M 0.0% n/c 1 SEC ↗
16 BlackRock (passive) 3.79M $271.77M 0.0% n/c 1 SEC ↗
17 BlackRock (passive) 3.79M $271.77M 0.0% n/c 1 SEC ↗
18 BlackRock (passive) 3.79M $271.77M 0.0% n/c 1 SEC ↗
19 Fidelity (FMR) 1.86M $133.45M 0.0% n/c 1 SEC ↗
20 Fidelity (FMR) 1.86M $133.45M 0.0% n/c 1 SEC ↗
21 Fidelity (FMR) 1.86M $133.45M 0.0% n/c 1 SEC ↗
22 Fidelity (FMR) 1.86M $133.45M 0.0% n/c 1 SEC ↗
23 Capital World Investors 1.61M +29.6% $115.32M 0.0% ▲ Add 5 SEC ↗
24 Geode Capital Management (passive) 1.22M +8.6% $87.79M 0.0% ▲ Add 5 SEC ↗
25 Geode Capital Management (passive) 1.22M +8.6% $87.79M 0.0% ▲ Add 5 SEC ↗
26 State Street Global Advisors (passive) 1.21M +4.6% $86.83M 0.0% ▲ Add 3 SEC ↗
27 Wellington Management 417.19K +1.7% $29.92M 0.0% ▲ Add 3 SEC ↗
28 T. Rowe Price 409.26K -30.1% $29.35M 0.0% ▼ Trim 5 SEC ↗
29 T. Rowe Price 409.26K -30.1% $29.35M 0.0% ▼ Trim 5 SEC ↗
30 Citadel Advisors 176.18K +312.7% $12.63M 0.0% ▲ Add 4 SEC ↗
31 Citadel Advisors 176.18K +312.7% $12.63M 0.0% ▲ Add 4 SEC ↗
32 Marshall Wace 112.01K New $8.03M 0.0% New 1 SEC ↗
33 Marshall Wace 112.01K New $8.03M 0.0% New 1 SEC ↗
34 Marshall Wace 112.01K New $8.03M 0.0% New 1 SEC ↗
35 Norges Bank (passive) 25.69K -60.6% $1.84M 0.0% ▼ Trim 5 SEC ↗
36 AQR Capital Management 8.24K -29.8% $590,675 0.0% ▼ Trim 5 SEC ↗
37 AQR Capital Management 8.24K -29.8% $590,675 0.0% ▼ Trim 5 SEC ↗
38 AQR Capital Management 8.24K -29.8% $590,675 0.0% ▼ Trim 5 SEC ↗
39 Gotham Asset Management 5.91K 0.0% $424,093 0.0% Held 5 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Marshall Wace $8.03M 0.0%
Marshall Wace $8.03M 0.0%
Marshall Wace $8.03M 0.0%

Exited

Two Sigma Investments $5.43M was 0.0%
Millennium Management $773,317 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 2025 · Methodology · Get this via the API