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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
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 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 · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Fidelity (FMR) 7.13M +136.0% $359.86M 0.0% ▲ Add 3 SEC ↗
2 Fidelity (FMR) 7.13M +136.0% $359.86M 0.0% ▲ Add 3 SEC ↗
3 Fidelity (FMR) 7.13M +136.0% $359.86M 0.0% ▲ Add 3 SEC ↗
4 Fidelity (FMR) 7.13M +136.0% $359.86M 0.0% ▲ Add 3 SEC ↗
5 Fidelity (FMR) 7.13M +136.0% $359.86M 0.0% ▲ Add 3 SEC ↗
6 The Vanguard Group (passive) 4.84M -1.0% $244.06M 0.0% ▼ Trim 3 SEC ↗
7 The Vanguard Group (passive) 4.84M -1.0% $244.06M 0.0% ▼ Trim 3 SEC ↗
8 The Vanguard Group (passive) 4.84M -1.0% $244.06M 0.0% ▼ Trim 3 SEC ↗
9 The Vanguard Group (passive) 4.84M -1.0% $244.06M 0.0% ▼ Trim 3 SEC ↗
10 The Vanguard Group (passive) 4.84M -1.0% $244.06M 0.0% ▼ Trim 3 SEC ↗
11 BlackRock (passive) 3.60M +1.6% $181.53M 0.0% ▲ Add 3 SEC ↗
12 BlackRock (passive) 3.60M +1.6% $181.53M 0.0% ▲ Add 3 SEC ↗
13 BlackRock (passive) 3.60M +1.6% $181.53M 0.0% ▲ Add 3 SEC ↗
14 BlackRock (passive) 3.60M +1.6% $181.53M 0.0% ▲ Add 3 SEC ↗
15 BlackRock (passive) 3.60M +1.6% $181.53M 0.0% ▲ Add 3 SEC ↗
16 BlackRock (passive) 3.60M +1.6% $181.53M 0.0% ▲ Add 3 SEC ↗
17 BlackRock (passive) 3.60M +1.6% $181.53M 0.0% ▲ Add 3 SEC ↗
18 BlackRock (passive) 3.60M +1.6% $181.53M 0.0% ▲ Add 3 SEC ↗
19 BlackRock (passive) 3.60M +1.6% $181.53M 0.0% ▲ Add 3 SEC ↗
20 BlackRock (passive) 3.60M +1.6% $181.53M 0.0% ▲ Add 3 SEC ↗
21 BlackRock (passive) 3.60M +1.6% $181.53M 0.0% ▲ Add 3 SEC ↗
22 BlackRock (passive) 3.60M +1.6% $181.53M 0.0% ▲ Add 3 SEC ↗
23 BlackRock (passive) 3.60M +1.6% $181.53M 0.0% ▲ Add 3 SEC ↗
24 BlackRock (passive) 3.60M +1.6% $181.53M 0.0% ▲ Add 3 SEC ↗
25 Morgan Stanley 3.25M -4.4% $164.03M 0.0% ▼ Trim 2 SEC ↗
26 Morgan Stanley 3.25M -4.4% $164.03M 0.0% ▼ Trim 2 SEC ↗
27 Morgan Stanley 3.25M -4.4% $164.03M 0.0% ▼ Trim 2 SEC ↗
28 Morgan Stanley 3.25M -4.4% $164.03M 0.0% ▼ Trim 2 SEC ↗
29 Morgan Stanley 3.25M -4.4% $164.03M 0.0% ▼ Trim 2 SEC ↗
30 Morgan Stanley 3.25M -4.4% $164.03M 0.0% ▼ Trim 2 SEC ↗
31 Morgan Stanley 3.25M -4.4% $164.03M 0.0% ▼ Trim 2 SEC ↗
32 Morgan Stanley 3.25M -4.4% $164.03M 0.0% ▼ Trim 2 SEC ↗
33 Morgan Stanley 3.25M -4.4% $164.03M 0.0% ▼ Trim 2 SEC ↗
34 Morgan Stanley 3.25M -4.4% $164.03M 0.0% ▼ Trim 2 SEC ↗
35 Morgan Stanley 3.25M -4.4% $164.03M 0.0% ▼ Trim 2 SEC ↗
36 Morgan Stanley 3.25M -4.4% $164.03M 0.0% ▼ Trim 2 SEC ↗
37 Morgan Stanley 3.25M -4.4% $164.03M 0.0% ▼ Trim 2 SEC ↗
38 Morgan Stanley 3.25M -4.4% $164.03M 0.0% ▼ Trim 2 SEC ↗
39 Morgan Stanley 3.25M -4.4% $164.03M 0.0% ▼ Trim 2 SEC ↗
40 Morgan Stanley 3.25M -4.4% $164.03M 0.0% ▼ Trim 2 SEC ↗
41 Morgan Stanley 3.25M -4.4% $164.03M 0.0% ▼ Trim 2 SEC ↗
42 Capital Research Global Investors 2.91M $147.04M 0.0% n/c 1 SEC ↗
43 Bank Of Montreal /Can/ 2.25M $113.60M 0.0% n/c 1 SEC ↗
44 Bank Of Montreal /Can/ 2.25M $113.60M 0.0% n/c 1 SEC ↗
45 Bank Of Montreal /Can/ 2.25M $113.60M 0.0% n/c 1 SEC ↗
46 State Street Global Advisors (passive) 1.15M -0.5% $57.96M 0.0% ▼ Trim 5 SEC ↗
47 Geode Capital Management (passive) 1.15M -0.3% $57.80M 0.0% ▼ Trim 7 SEC ↗
48 Geode Capital Management (passive) 1.15M -0.3% $57.80M 0.0% ▼ Trim 7 SEC ↗
49 Allspring Global Investments… 977.05K $49.63M 0.1% n/c 1 SEC ↗
50 Allspring Global Investments… 977.05K $49.63M 0.1% n/c 1 SEC ↗
51 Capital World Investors 919.90K 0.0% $46.41M 0.0% ▼ Trim 7 SEC ↗
52 Northern Trust Corp 910.74K $45.95M 0.0% n/c 1 SEC ↗
53 Northern Trust Corp 910.74K $45.95M 0.0% n/c 1 SEC ↗
54 Northern Trust Corp 910.74K $45.95M 0.0% n/c 1 SEC ↗
55 Northern Trust Corp 910.74K $45.95M 0.0% n/c 1 SEC ↗
56 Northern Trust Corp 910.74K $45.95M 0.0% n/c 1 SEC ↗
57 Northern Trust Corp 910.74K $45.95M 0.0% n/c 1 SEC ↗
58 Janus Henderson Group Plc 910.71K $45.95M 0.0% n/c 1 SEC ↗
59 Janus Henderson Group Plc 910.71K $45.95M 0.0% n/c 1 SEC ↗
60 Janus Henderson Group Plc 910.71K $45.95M 0.0% n/c 1 SEC ↗
61 Goldman Sachs Group 635.43K +106.0% $32.06M 0.0% ▲ Add 2 SEC ↗
62 Goldman Sachs Group 635.43K +106.0% $32.06M 0.0% ▲ Add 2 SEC ↗
63 Goldman Sachs Group 635.43K +106.0% $32.06M 0.0% ▲ Add 2 SEC ↗
64 Dimensional Fund Advisors Lp 589.68K $29.75M 0.0% n/c 1 SEC ↗
65 Dimensional Fund Advisors Lp 589.68K $29.75M 0.0% n/c 1 SEC ↗
66 Dimensional Fund Advisors Lp 589.68K $29.75M 0.0% n/c 1 SEC ↗
67 Dimensional Fund Advisors Lp 589.68K $29.75M 0.0% n/c 1 SEC ↗
68 Dimensional Fund Advisors Lp 589.68K $29.75M 0.0% n/c 1 SEC ↗
69 Charles Schwab Investment… 535.29K $27.01M 0.0% n/c 1 SEC ↗
70 Bank Of America Corp /De/ 442.14K $22.31M 0.0% n/c 1 SEC ↗
71 Bank Of America Corp /De/ 442.14K $22.31M 0.0% n/c 1 SEC ↗
72 Bank Of America Corp /De/ 442.14K $22.31M 0.0% n/c 1 SEC ↗
73 Bank Of America Corp /De/ 442.14K $22.31M 0.0% n/c 1 SEC ↗
74 Bank Of America Corp /De/ 442.14K $22.31M 0.0% n/c 1 SEC ↗
75 Bank Of America Corp /De/ 442.14K $22.31M 0.0% n/c 1 SEC ↗
76 Wellington Management 440.51K +21.4% $22.22M 0.0% ▲ Add 5 SEC ↗
77 Royal Bank Of Canada 348.80K $17.60M 0.0% n/c 1 SEC ↗
78 Royal Bank Of Canada 348.80K $17.60M 0.0% n/c 1 SEC ↗
79 Royal Bank Of Canada 348.80K $17.60M 0.0% n/c 1 SEC ↗
80 Royal Bank Of Canada 348.80K $17.60M 0.0% n/c 1 SEC ↗
81 Royal Bank Of Canada 348.80K $17.60M 0.0% n/c 1 SEC ↗
82 Royal Bank Of Canada 348.80K $17.60M 0.0% n/c 1 SEC ↗
83 Royal Bank Of Canada 348.80K $17.60M 0.0% n/c 1 SEC ↗
84 Citadel Advisors 307.70K -50.6% $15.52M 0.0% ▼ Trim 6 SEC ↗
85 Citadel Advisors 307.70K -50.6% $15.52M 0.0% ▼ Trim 6 SEC ↗
86 Wcm Investment Management, Llc 274.63K $14.09M 0.0% n/c 1 SEC ↗
87 Deutsche Bank Ag\ 251.62K $12.69M 0.0% n/c 1 SEC ↗
88 Deutsche Bank Ag\ 251.62K $12.69M 0.0% n/c 1 SEC ↗
89 Deutsche Bank Ag\ 251.62K $12.69M 0.0% n/c 1 SEC ↗
90 Deutsche Bank Ag\ 251.62K $12.69M 0.0% n/c 1 SEC ↗
91 Nomura Asset Management… 228.95K $11.55M 0.0% n/c 1 SEC ↗
92 Russell Investments Group, Ltd. 166.97K $8.42M 0.0% n/c 1 SEC ↗
93 Russell Investments Group, Ltd. 166.97K $8.42M 0.0% n/c 1 SEC ↗
94 Russell Investments Group, Ltd. 166.97K $8.42M 0.0% n/c 1 SEC ↗
95 Russell Investments Group, Ltd. 166.97K $8.42M 0.0% n/c 1 SEC ↗
96 Blair William & Co/Il 149.36K $7.54M 0.0% n/c 1 SEC ↗
97 Bank of New York Mellon Corp 141.57K $7.14M 0.0% n/c 1 SEC ↗
98 Bank of New York Mellon Corp 141.57K $7.14M 0.0% n/c 1 SEC ↗
99 Bank of New York Mellon Corp 141.57K $7.14M 0.0% n/c 1 SEC ↗
100 Bank of New York Mellon Corp 141.57K $7.14M 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

No new tracked buyers this quarter.

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.

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