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Security record · archived quarter

CBZ

CBIZ, Inc. · Industrials · Specialty Business Services

54.77 0.0% mkt cap $2.94B quote delayed (FMP) · as of Oct 13 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
99Tracked holders
+1Δ holders
36.80MShares held
$1.86BReported value
+1New positions
−0Exits
Rising Conviction score 50/100 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +1.0% · share flow +8.9% · net new positions +1.0% — formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 96 +2 35.24M $1.13B +12 −11
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 · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Fidelity (FMR) ✦ 7.13M +136.0% $359.86M 0.0% ▲ Add 3 SEC ↗ ×5
2 The Vanguard Group ✦ (passive) 4.84M -1.0% $244.06M 0.0% ▼ Trim 3 SEC ↗ ×5
3 BlackRock ✦ (passive) 3.60M +1.6% $181.53M 0.0% ▲ Add 3 SEC ↗ ×14
4 Morgan Stanley ✦ 3.25M -4.4% $164.03M 0.0% ▼ Trim 2 SEC ↗ ×17
5 Capital Research Global Investors 2.91M — $147.04M 0.0% n/c 1 SEC ↗
6 Bank Of Montreal /Can/ 2.25M — $113.60M 0.0% n/c 1 SEC ↗ ×3
7 State Street Global Advisors ✦ (passive) 1.15M -0.5% $57.96M 0.0% ▼ Trim 5 SEC ↗
8 Geode Capital Management ✦ (passive) 1.15M -0.3% $57.80M 0.0% ▼ Trim 7 SEC ↗ ×2
9 Allspring Global Investments… 977.05K — $49.63M 0.1% n/c 1 SEC ↗ ×2
10 Capital World Investors ✦ 919.90K 0.0% $46.41M 0.0% ▼ Trim 7 SEC ↗
11 Northern Trust Corp 910.74K — $45.95M 0.0% n/c 1 SEC ↗ ×6
12 Janus Henderson Group Plc 910.71K — $45.95M 0.0% n/c 1 SEC ↗ ×3
13 Goldman Sachs Group ✦ 635.43K +106.0% $32.06M 0.0% ▲ Add 2 SEC ↗ ×3
14 Dimensional Fund Advisors Lp 589.68K — $29.75M 0.0% n/c 1 SEC ↗ ×5
15 Charles Schwab Investment… 535.29K — $27.01M 0.0% n/c 1 SEC ↗
16 Bank Of America Corp /De/ 442.14K — $22.31M 0.0% n/c 1 SEC ↗ ×6
17 Wellington Management ✦ 440.51K +21.4% $22.22M 0.0% ▲ Add 5 SEC ↗
18 Royal Bank Of Canada 348.80K — $17.60M 0.0% n/c 1 SEC ↗ ×7
19 Citadel Advisors ✦ 307.70K -50.6% $15.52M 0.0% ▼ Trim 6 SEC ↗ ×2
20 Wcm Investment Management, Llc 274.63K — $14.09M 0.0% n/c 1 SEC ↗
21 Deutsche Bank Ag\ 251.62K — $12.69M 0.0% n/c 1 SEC ↗ ×4
22 Nomura Asset Management… 228.95K — $11.55M 0.0% n/c 1 SEC ↗
23 Russell Investments Group, Ltd. 166.97K — $8.42M 0.0% n/c 1 SEC ↗ ×4
24 Blair William & Co/Il 149.36K — $7.54M 0.0% n/c 1 SEC ↗
25 Bank of New York Mellon Corp 141.57K — $7.14M 0.0% n/c 1 SEC ↗ ×9
26 First Manhattan Co. Llc. 138.22K — $6.97M 0.0% n/c 1 SEC ↗
27 Nuveen, LLC 113.34K — $5.72M 0.0% n/c 1 SEC ↗ ×2
28 UBS AM, a distinct business unit of… 111.68K — $5.63M 0.0% n/c 1 SEC ↗ ×9
29 Stifel Financial Corp 104.26K — $5.26M 0.0% n/c 1 SEC ↗ ×2
30 Swiss National Bank 95.80K — $4.83M 0.0% n/c 1 SEC ↗
31 Barclays Plc 94.16K — $4.75M 0.0% n/c 1 SEC ↗ ×2
32 Invesco Ltd. 90.58K — $4.57M 0.0% n/c 1 SEC ↗ ×5
33 New York State Common Retirement… 86.27K — $4.35M 0.0% n/c 1 SEC ↗
34 UBS Group AG 77.04K — $3.89M 0.0% n/c 1 SEC ↗ ×4
35 Wells Fargo & Company/Mn 71.13K — $3.59M 0.0% n/c 1 SEC ↗ ×4
36 Wealth Enhancement Advisory… 63.48K — $3.41M 0.0% n/c 1 SEC ↗
37 Rhumbline Advisers 64.64K — $3.26M 0.0% n/c 1 SEC ↗
38 Susquehanna International Group, Llp 62.15K — $3.14M 0.0% n/c 1 SEC ↗
39 Alliancebernstein L.P. 53.92K — $2.72M 0.0% n/c 1 SEC ↗
40 JPMorgan Chase ✦ 51.65K -95.1% $2.61M 0.0% ▼ Trim 2 SEC ↗ ×5
41 Legal & General Group Plc 51.35K — $2.59M 0.0% n/c 1 SEC ↗ ×3
42 Qube Research & Technologies Ltd 50.90K — $2.57M 0.0% n/c 1 SEC ↗
43 T. Rowe Price ✦ 48.61K +6.0% $2.45M 0.0% ▲ Add 7 SEC ↗
44 California State Teachers… 46.33K — $2.34M 0.0% n/c 1 SEC ↗
45 Envestnet Asset Management Inc 39.93K — $2.01M 0.0% n/c 1 SEC ↗
46 Marshall Wace ✦ 39.09K -13.2% $1.97M 0.0% ▼ Trim 3 SEC ↗ ×2
47 Holocene Advisors, LP 37.78K — $1.91M 0.0% n/c 1 SEC ↗
48 LPL Financial LLC 37.72K — $1.90M 0.0% n/c 1 SEC ↗
49 D. E. Shaw & Co. ✦ 36.84K New $1.86M 0.0% New 1 SEC ↗
50 Sei Investments Co 35.94K — $1.81M 0.0% n/c 1 SEC ↗ ×2
51 Millennium Management ✦ 31.61K -68.9% $1.59M 0.0% ▼ Trim 2 SEC ↗
52 HighTower Advisors, LLC 31.12K — $1.57M 0.0% n/c 1 SEC ↗
53 Jane Street Group, Llc 29.68K — $1.50M 0.0% n/c 1 SEC ↗ ×2
54 Creative Planning 27.67K — $1.40M 0.0% n/c 1 SEC ↗
55 Quantinno Capital Management LP 27.18K — $1.37M 0.0% n/c 1 SEC ↗
56 Victory Capital Management Inc 26.02K — $1.31M 0.0% n/c 1 SEC ↗
57 MIRAE ASSET GLOBAL ETFS HOLDINGS… 24.07K — $1.22M 0.0% n/c 1 SEC ↗ ×2
58 Manufacturers Life Insurance… 23.91K — $1.21M 0.0% n/c 1 SEC ↗
59 Assenagon Asset Management S.A. 22.88K — $1.15M 0.0% n/c 1 SEC ↗
60 Franklin Resources Inc 21.95K — $1.11M 0.0% n/c 1 SEC ↗ ×3
61 Balyasny Asset Management L.P. 20.18K — $1.02M 0.0% n/c 1 SEC ↗ ×2
62 Raymond James Financial Inc 20.08K — $1.01M 0.0% n/c 1 SEC ↗ ×2
63 Bnp Paribas Financial Markets 19.91K — $1.00M 0.0% n/c 1 SEC ↗
64 Citigroup Inc 19.87K — $1.00M 0.0% n/c 1 SEC ↗ ×2
65 Commonwealth Equity Services, Llc 18.96K — $956,780 0.0% n/c 1 SEC ↗
66 First Trust Advisors Lp 18.53K — $934,737 0.0% n/c 1 SEC ↗
67 State Board Of Administration Of… 13.62K — $687,079 0.0% n/c 1 SEC ↗
68 Northwestern Mutual Wealth… 13.25K — $668,412 0.0% n/c 1 SEC ↗
69 Ameriprise Financial Inc 12.74K — $642,986 0.0% n/c 1 SEC ↗ ×2
70 Corient Private Wealth LP 12.74K — $642,536 0.0% n/c 1 SEC ↗ ×2
71 AQR Capital Management ✦ 12.71K +90.7% $641,068 0.0% ▲ Add 7 SEC ↗ ×4
72 First Eagle Investment Management… 11.91K — $600,759 0.0% n/c 1 SEC ↗ ×2
73 Truist Financial Corp 11.15K — $562,769 0.0% n/c 1 SEC ↗ ×2
74 Universal- Beteiligungs- und… 11.00K — $558,777 0.0% n/c 1 SEC ↗
75 Zurcher Kantonalbank (Zurich… 9.93K — $500,969 0.0% n/c 1 SEC ↗
76 ProShare Advisors LLC 9.03K — $455,664 0.0% n/c 1 SEC ↗
77 Voya Investment Management Llc 8.98K — $453,142 0.0% n/c 1 SEC ↗
78 Mercer Global Advisors Inc /Adv 8.79K — $443,526 0.0% n/c 1 SEC ↗
79 Pictet Asset Management Holding SA 8.05K — $405,971 0.0% n/c 1 SEC ↗
80 Cerity Partners LLC 7.12K — $359,102 0.0% n/c 1 SEC ↗ ×2
81 Fifth Third Bancorp 6.32K — $318,794 0.0% n/c 1 SEC ↗
82 Cetera Investment Advisers 5.83K — $293,872 0.0% n/c 1 SEC ↗
83 Neuberger Berman Group LLC 5.45K — $274,700 0.0% n/c 1 SEC ↗
84 Gotham Asset Management ✦ 5.29K -45.8% $266,780 0.0% ▼ Trim 7 SEC ↗
85 Focus Partners Wealth 4.55K — $229,398 0.0% n/c 1 SEC ↗
86 Captrust Financial Advisors 4.46K — $224,805 0.0% n/c 1 SEC ↗
87 Pnc Financial Services Group, Inc. 4.11K — $207,350 0.0% n/c 1 SEC ↗ ×3
88 Ensign Peak Advisors, Inc 3.95K — $199,177 0.0% n/c 1 SEC ↗
89 Osaic Holdings, Inc. 2.13K — $107,657 0.0% n/c 1 SEC ↗
90 Cwm, Llc 1.57K — $79,000 0.0% n/c 1 SEC ↗
91 Us Bancorp \De\ 1.39K — $70,176 0.0% n/c 1 SEC ↗
92 Assetmark, Inc 909 — $45,859 0.0% n/c 1 SEC ↗
93 Danske Bank A/S 800 — $40,360 0.0% n/c 1 SEC ↗
94 Rockefeller Capital Management L.P. 668 — $33,701 0.0% n/c 1 SEC ↗ ×2
95 BNP Paribas Asset Management… 638 — $32,000 0.0% n/c 1 SEC ↗
96 Jones Financial Companies Lllp 367 — $18,515 0.0% n/c 1 SEC ↗
97 Simplex Trading, Llc 353 — $17,808 0.0% n/c 1 SEC ↗
98 Optiver Holding B.V. 226 — $11,402 0.0% n/c 1 SEC ↗
99 Mitsubishi UFJ Asset Management… 144 — $7,315 0.0% n/c 1 SEC ↗

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

New buyers

D. E. Shaw & Co. $1.86M 0.0%

Exited

No tracked exits this quarter.

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.

Beneficial ownership
Aug 07 SC 13G/A — FMR LLC

View original SEC filing ↗

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: Q4 2025 · Methodology · Get this via the API