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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
16Tracked holders
+1Δ holders
20.63MShares held
$1.09BReported value
+1New positions
−1Exits
Rising Conviction score 43/100 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +6.7% · share flow -0.2% · net new positions 0.0%formula
Ownership fragmentation — more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 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 · Q3 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 The Vanguard Group (passive) 4.89M -3.8% $258.90M 0.0% ▼ Trim 2 SEC ↗
2 The Vanguard Group (passive) 4.89M -3.8% $258.90M 0.0% ▼ Trim 2 SEC ↗
3 The Vanguard Group (passive) 4.89M -3.8% $258.90M 0.0% ▼ Trim 2 SEC ↗
4 The Vanguard Group (passive) 4.89M -3.8% $258.90M 0.0% ▼ Trim 2 SEC ↗
5 The Vanguard Group (passive) 4.89M -3.8% $258.90M 0.0% ▼ Trim 2 SEC ↗
6 BlackRock (passive) 3.54M -6.6% $187.52M 0.0% ▼ Trim 2 SEC ↗
7 BlackRock (passive) 3.54M -6.6% $187.52M 0.0% ▼ Trim 2 SEC ↗
8 BlackRock (passive) 3.54M -6.6% $187.52M 0.0% ▼ Trim 2 SEC ↗
9 BlackRock (passive) 3.54M -6.6% $187.52M 0.0% ▼ Trim 2 SEC ↗
10 BlackRock (passive) 3.54M -6.6% $187.52M 0.0% ▼ Trim 2 SEC ↗
11 BlackRock (passive) 3.54M -6.6% $187.52M 0.0% ▼ Trim 2 SEC ↗
12 BlackRock (passive) 3.54M -6.6% $187.52M 0.0% ▼ Trim 2 SEC ↗
13 BlackRock (passive) 3.54M -6.6% $187.52M 0.0% ▼ Trim 2 SEC ↗
14 BlackRock (passive) 3.54M -6.6% $187.52M 0.0% ▼ Trim 2 SEC ↗
15 BlackRock (passive) 3.54M -6.6% $187.52M 0.0% ▼ Trim 2 SEC ↗
16 BlackRock (passive) 3.54M -6.6% $187.52M 0.0% ▼ Trim 2 SEC ↗
17 BlackRock (passive) 3.54M -6.6% $187.52M 0.0% ▼ Trim 2 SEC ↗
18 BlackRock (passive) 3.54M -6.6% $187.52M 0.0% ▼ Trim 2 SEC ↗
19 Morgan Stanley 3.40M $180.12M 0.0% n/c 1 SEC ↗
20 Morgan Stanley 3.40M $180.12M 0.0% n/c 1 SEC ↗
21 Morgan Stanley 3.40M $180.12M 0.0% n/c 1 SEC ↗
22 Morgan Stanley 3.40M $180.12M 0.0% n/c 1 SEC ↗
23 Morgan Stanley 3.40M $180.12M 0.0% n/c 1 SEC ↗
24 Morgan Stanley 3.40M $180.12M 0.0% n/c 1 SEC ↗
25 Morgan Stanley 3.40M $180.12M 0.0% n/c 1 SEC ↗
26 Morgan Stanley 3.40M $180.12M 0.0% n/c 1 SEC ↗
27 Morgan Stanley 3.40M $180.12M 0.0% n/c 1 SEC ↗
28 Morgan Stanley 3.40M $180.12M 0.0% n/c 1 SEC ↗
29 Morgan Stanley 3.40M $180.12M 0.0% n/c 1 SEC ↗
30 Morgan Stanley 3.40M $180.12M 0.0% n/c 1 SEC ↗
31 Morgan Stanley 3.40M $180.12M 0.0% n/c 1 SEC ↗
32 Morgan Stanley 3.40M $180.12M 0.0% n/c 1 SEC ↗
33 Morgan Stanley 3.40M $180.12M 0.0% n/c 1 SEC ↗
34 Fidelity (FMR) 3.02M +62.4% $160.06M 0.0% ▲ Add 2 SEC ↗
35 Fidelity (FMR) 3.02M +62.4% $160.06M 0.0% ▲ Add 2 SEC ↗
36 Fidelity (FMR) 3.02M +62.4% $160.06M 0.0% ▲ Add 2 SEC ↗
37 Fidelity (FMR) 3.02M +62.4% $160.06M 0.0% ▲ Add 2 SEC ↗
38 State Street Global Advisors (passive) 1.15M -4.6% $61.17M 0.0% ▼ Trim 4 SEC ↗
39 Geode Capital Management (passive) 1.15M -6.1% $60.89M 0.0% ▼ Trim 6 SEC ↗
40 Geode Capital Management (passive) 1.15M -6.1% $60.89M 0.0% ▼ Trim 6 SEC ↗
41 JPMorgan Chase 1.05M $55.39M 0.0% n/c 1 SEC ↗
42 JPMorgan Chase 1.05M $55.39M 0.0% n/c 1 SEC ↗
43 JPMorgan Chase 1.05M $55.39M 0.0% n/c 1 SEC ↗
44 JPMorgan Chase 1.05M $55.39M 0.0% n/c 1 SEC ↗
45 JPMorgan Chase 1.05M $55.39M 0.0% n/c 1 SEC ↗
46 JPMorgan Chase 1.05M $55.39M 0.0% n/c 1 SEC ↗
47 JPMorgan Chase 1.05M $55.39M 0.0% n/c 1 SEC ↗
48 JPMorgan Chase 1.05M $55.39M 0.0% n/c 1 SEC ↗
49 JPMorgan Chase 1.05M $55.39M 0.0% n/c 1 SEC ↗
50 JPMorgan Chase 1.05M $55.39M 0.0% n/c 1 SEC ↗
51 JPMorgan Chase 1.05M $55.39M 0.0% n/c 1 SEC ↗
52 JPMorgan Chase 1.05M $55.39M 0.0% n/c 1 SEC ↗
53 Capital World Investors 920.28K -42.8% $48.74M 0.0% ▼ Trim 6 SEC ↗
54 Citadel Advisors 623.06K +253.6% $33.00M 0.0% ▲ Add 5 SEC ↗
55 Citadel Advisors 623.06K +253.6% $33.00M 0.0% ▲ Add 5 SEC ↗
56 Wellington Management 362.93K -13.0% $19.22M 0.0% ▼ Trim 4 SEC ↗
57 Goldman Sachs Group 308.38K $16.33M 0.0% n/c 1 SEC ↗
58 Goldman Sachs Group 308.38K $16.33M 0.0% n/c 1 SEC ↗
59 Goldman Sachs Group 308.38K $16.33M 0.0% n/c 1 SEC ↗
60 Millennium Management 101.71K New $5.39M 0.0% New 1 SEC ↗
61 T. Rowe Price 45.87K -88.8% $2.43M 0.0% ▼ Trim 6 SEC ↗
62 T. Rowe Price 45.87K -88.8% $2.43M 0.0% ▼ Trim 6 SEC ↗
63 Marshall Wace 45.02K -59.8% $2.38M 0.0% ▼ Trim 2 SEC ↗
64 Marshall Wace 45.02K -59.8% $2.38M 0.0% ▼ Trim 2 SEC ↗
65 Gotham Asset Management 9.75K +64.9% $516,360 0.0% ▲ Add 6 SEC ↗
66 AQR Capital Management 6.67K -19.1% $352,979 0.0% ▼ Trim 6 SEC ↗
67 AQR Capital Management 6.67K -19.1% $352,979 0.0% ▼ Trim 6 SEC ↗
68 AQR Capital Management 6.67K -19.1% $352,979 0.0% ▼ Trim 6 SEC ↗
69 AQR Capital Management 6.67K -19.1% $352,979 0.0% ▼ Trim 6 SEC ↗

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

New buyers

Millennium Management $5.39M 0.0%

Exited

Norges Bank $1.84M 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: Q3 2025 · Methodology · Get this via the API