Security record · archived quarter
CBZ
CBIZ, Inc. · Industrials · Specialty Business Services
98Tracked holders
-1Δ holders
35.99MShares held
$987.88MReported value
+11New positions
−12Exits
Momentum inputs (comparable managers):
holder breadth -1.0% ·
share flow +5.5% ·
net new positions -1.0%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| 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 | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 7.51M | +5.3% | $201.67M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 7.51M | +5.3% | $201.67M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Fidelity (FMR) ✦ | 7.51M | +5.3% | $201.67M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Fidelity (FMR) ✦ | 7.51M | +5.3% | $201.67M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Fidelity (FMR) ✦ | 7.51M | +5.3% | $201.67M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 3.81M | +5.9% | $102.35M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 3.81M | +5.9% | $102.35M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 3.81M | +5.9% | $102.35M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 3.81M | +5.9% | $102.35M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 3.81M | +5.9% | $102.35M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 3.81M | +5.9% | $102.35M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 3.81M | +5.9% | $102.35M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 3.81M | +5.9% | $102.35M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 3.81M | +5.9% | $102.35M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 3.81M | +5.9% | $102.35M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 3.81M | +5.9% | $102.35M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | BlackRock ✦ (passive) | 3.81M | +5.9% | $102.35M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | BlackRock ✦ (passive) | 3.81M | +5.9% | $102.35M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | BlackRock ✦ (passive) | 3.81M | +5.9% | $102.35M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Bank Of Montreal /Can/ | 3.51M | +55.8% | $94.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Bank Of Montreal /Can/ | 3.51M | +55.8% | $94.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Bank Of Montreal /Can/ | 3.51M | +55.8% | $94.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Vanguard Capital Management Llc | 2.15M | — | $57.64M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 2.01M | -38.2% | $53.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 2.01M | -38.2% | $53.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 2.01M | -38.2% | $53.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 2.01M | -38.2% | $53.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 2.01M | -38.2% | $53.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 2.01M | -38.2% | $53.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 2.01M | -38.2% | $53.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 2.01M | -38.2% | $53.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 2.01M | -38.2% | $53.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 2.01M | -38.2% | $53.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 2.01M | -38.2% | $53.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 2.01M | -38.2% | $53.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Alliancebernstein L.P. | 901.97K | +1572.8% | $45.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Geode Capital Management ✦ (passive) | 1.16M | +1.2% | $31.14M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 38 | Geode Capital Management ✦ (passive) | 1.16M | +1.2% | $31.14M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 39 | State Street Global Advisors ✦ (passive) | 1.15M | +0.2% | $30.92M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 40 | Northern Trust Corp | 769.00K | -15.6% | $20.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Northern Trust Corp | 769.00K | -15.6% | $20.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Northern Trust Corp | 769.00K | -15.6% | $20.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Northern Trust Corp | 769.00K | -15.6% | $20.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Northern Trust Corp | 769.00K | -15.6% | $20.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Northern Trust Corp | 769.00K | -15.6% | $20.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Goldman Sachs Group ✦ | 686.63K | +8.1% | $18.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Goldman Sachs Group ✦ | 686.63K | +8.1% | $18.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Charles Schwab Investment… | 622.27K | +16.2% | $16.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Ameriprise Financial Inc | 600.96K | +4615.2% | $16.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Ameriprise Financial Inc | 600.96K | +4615.2% | $16.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Boston Partners | 561.40K | New | $15.13M | 0.0% | New | 1 | SEC ↗ |
| 52 | Boston Partners | 561.40K | New | $15.13M | 0.0% | New | 1 | SEC ↗ |
| 53 | Boston Partners | 561.40K | New | $15.13M | 0.0% | New | 1 | SEC ↗ |
| 54 | Bnp Paribas Financial Markets | 557.86K | +2701.5% | $14.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Dimensional Fund Advisors Lp | 546.85K | -7.3% | $14.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Dimensional Fund Advisors Lp | 546.85K | -7.3% | $14.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Dimensional Fund Advisors Lp | 546.85K | -7.3% | $14.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Dimensional Fund Advisors Lp | 546.85K | -7.3% | $14.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Dimensional Fund Advisors Lp | 546.85K | -7.3% | $14.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Allianz Asset Management GmbH | 544.85K | New | $14.63M | 0.0% | New | 1 | SEC ↗ |
| 61 | Qube Research & Technologies Ltd | 511.01K | +903.9% | $13.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Millennium Management ✦ | 464.65K | +1370.2% | $12.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Bank Of America Corp /De/ | 430.24K | -2.7% | $11.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Bank Of America Corp /De/ | 430.24K | -2.7% | $11.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Bank Of America Corp /De/ | 430.24K | -2.7% | $11.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Bank Of America Corp /De/ | 430.24K | -2.7% | $11.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Point72 Asset Management ✦ | 429.66K | New | $11.54M | 0.0% | New | 1 | SEC ↗ |
| 68 | Jane Street Group, Llc | 399.92K | +1247.6% | $10.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Jane Street Group, Llc | 399.92K | +1247.6% | $10.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Prudential Financial Inc | 357.92K | New | $9.61M | 0.0% | New | 1 | SEC ↗ |
| 71 | Prudential Financial Inc | 357.92K | New | $9.61M | 0.0% | New | 1 | SEC ↗ |
| 72 | Hotchkis & Wiley Capital Management… | 357.18K | New | $9.59M | 0.0% | New | 1 | SEC ↗ |
| 73 | Loomis Sayles & Co L P | 340.20K | New | $9.13M | 0.0% | New | 1 | SEC ↗ |
| 74 | Loomis Sayles & Co L P | 340.20K | New | $9.13M | 0.0% | New | 1 | SEC ↗ |
| 75 | Two Sigma Investments ✦ | 330.69K | New | $8.88M | 0.0% | New | 1 | SEC ↗ |
| 76 | Wellington Management ✦ | 310.84K | -29.4% | $8.35M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 77 | UBS Group AG | 282.00K | +266.0% | $7.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | UBS Group AG | 282.00K | +266.0% | $7.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | UBS Group AG | 282.00K | +266.0% | $7.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Royal Bank Of Canada | 274.20K | -21.4% | $7.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | Royal Bank Of Canada | 274.20K | -21.4% | $7.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Royal Bank Of Canada | 274.20K | -21.4% | $7.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | Royal Bank Of Canada | 274.20K | -21.4% | $7.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Royal Bank Of Canada | 274.20K | -21.4% | $7.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 85 | D. E. Shaw & Co. ✦ | 268.22K | +628.0% | $7.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | AQR Capital Management ✦ | 245.80K | +1834.4% | $6.60M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 87 | AQR Capital Management ✦ | 245.80K | +1834.4% | $6.60M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 88 | AQR Capital Management ✦ | 245.80K | +1834.4% | $6.60M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 89 | AQR Capital Management ✦ | 245.80K | +1834.4% | $6.60M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 90 | AQR Capital Management ✦ | 245.80K | +1834.4% | $6.60M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 91 | AQR Capital Management ✦ | 245.80K | +1834.4% | $6.60M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 92 | JPMorgan Chase ✦ | 223.99K | +333.6% | $6.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 93 | JPMorgan Chase ✦ | 223.99K | +333.6% | $6.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | JPMorgan Chase ✦ | 223.99K | +333.6% | $6.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 95 | JPMorgan Chase ✦ | 223.99K | +333.6% | $6.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 96 | JPMorgan Chase ✦ | 223.99K | +333.6% | $6.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 97 | JPMorgan Chase ✦ | 223.99K | +333.6% | $6.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 98 | Wcm Investment Management, Llc | 183.27K | -33.3% | $4.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | Quantinno Capital Management LP | 175.00K | +543.8% | $4.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 100 | Deutsche Bank Ag\ | 172.31K | -31.5% | $4.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Boston Partners | $15.13M | 0.0% |
| Boston Partners | $15.13M | 0.0% |
| Boston Partners | $15.13M | 0.0% |
| Allianz Asset Management GmbH | $14.63M | 0.0% |
| Point72 Asset Management | $11.54M | 0.0% |
| Prudential Financial Inc | $9.61M | 0.0% |
| Prudential Financial Inc | $9.61M | 0.0% |
| Hotchkis & Wiley Capital… | $9.59M | 0.0% |
| Loomis Sayles & Co L P | $9.13M | 0.0% |
| Loomis Sayles & Co L P | $9.13M | 0.0% |
| Two Sigma Investments | $8.88M | 0.0% |
Exited
| Capital Research Global… | $147.04M | was 0.0% |
| Capital World Investors | $46.41M | was 0.0% |
| Nomura Asset Management… | $11.55M | was 0.0% |
| First Eagle Investment… | $600,759 | was 0.0% |
| Truist Financial Corp | $562,769 | was 0.0% |
| Universal- Beteiligungs- und… | $558,777 | was 0.0% |
| ProShare Advisors LLC | $455,664 | was 0.0% |
| Cetera Investment Advisers | $293,872 | was 0.0% |
| Neuberger Berman Group LLC | $274,700 | was 0.0% |
| Focus Partners Wealth | $229,398 | was 0.0% |
| Captrust Financial Advisors | $224,805 | was 0.0% |
| Danske Bank A/S | $40,360 | 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: Q1 2026 ·
Methodology ·
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