Cbiz CBZ Institutional Ownership

NYSE CBZ

$54.69 -0.02 (-0.04%)

At close: Sep 30, 2026 · 4:00 PM EDT

Institutions by Trading Activity

262 Institutions

Increased 152 58.0%

Unchanged 44 16.8%

Reduced 66 25.2%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

87.28%

▲+2.05 pp QoQ

Shares Held by Institutions

51.93Mn

of 59.50Mn outstanding

▲+6.28% QoQ

Shares Outstanding

59.50Mn

7.57Mn held outside 13F filers

Institutional Investors

262

filed 13F for Jun 2026

▲+1 vs prior quarter

Net Shares Added (QoQ)

+3.07Mn

accumulated since last quarter

Value of Holdings

$2.84Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

CBIZ, Inc. (NYSE:CBZ) is held by 262 institutional investors per 13F filings through June 2026.

Collectively, these holders controlled 87.3% of Cbiz's outstanding shares in June 2026, up from 85.2% in March 2026.
Their total shares held in CBZ increased 6.28% quarter over quarter, and separately, investors owning Cbiz decreased 5.07% from a year ago.
Of these 262 funds, 152 grew their exposure to Cbiz, 66 cut back, and 44 maintained positions.
Altogether, these fund groups held 51.93Mn shares in CBZ by June 2026, up by 3.07Mn shares quarter on quarter, and up 7.31Mn shares year over year.
FMR LLC is the top holder of Cbiz as of June 30, 2026, with 8.05Mn shares representing 13.52% of outstanding stock.
Leading buyers of Cbiz shares for the quarter ending June 2026 were BlackRock, Inc. (1.16Mn), Sixth Street Partners Management Company, L.P. (665.87K), DG Capital Management, LLC (660.0K), FMR LLC (536.24K), AQR CAPITAL MANAGEMENT LLC (463.81K).
Top sellers of CBZ stock for the quarter ending June 2026 included ALLIANCEBERNSTEIN L.P. (850.16K), Morgan Stanley (515.89K), GW&K Investment Management, LLC (475.94K), Qube Research & Technologies Ltd (414.36K), Handelsbanken Fonder AB (262.1K).
Business Quant data shows the 10 biggest positions in Cbiz as of June 2026 are held by FMR LLC (8.05Mn), BlackRock, Inc. (4.97Mn), Bank Of Montreal /Can/ (3.45Mn), 22C Capital LLC (3.2Mn), VANGUARD CAPITAL MANAGEMENT LLC (2.26Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (2.25Mn), Morgan Stanley (1.49Mn), GEODE CAPITAL MANAGEMENT, LLC (1.26Mn), State Street Corp (1.24Mn), P2 Capital Partners, LLC (1.14Mn).

Form 13F Holdings

262 Institutional Holders

Report period 30 Jun, 2026

Total shares held 51.93Mn

Of outstanding 87.28%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	FMR LLC	0000315066	8,047,282	13.52%	▲536,239	+7.14%	$258.16Mn
2	BlackRock, Inc.	0002012383	4,971,786	8.36%	▲1,159,861	+30.43%	$159.49Mn
3	Bank Of Montreal /Can/	0000927971	3,453,723	5.80%	▼54,182	-1.54%	$110.80Mn
4	22C Capital LLC	0002075659	3,202,267	5.38%	0	0.00%	$102.73Mn
5	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	2,259,967	3.80%	▲113,380	+5.28%	$72.50Mn
6	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	2,253,744	3.79%	▲180,920	+8.73%	$72.30Mn
7	Morgan Stanley	0000895421	1,492,737	2.51%	▼515,888	-25.68%	$47.89Mn
8	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,257,357	2.11%	▲97,978	+8.45%	$40.34Mn
9	State Street Corp	0000093751	1,244,553	2.09%	▲92,844	+8.06%	$39.93Mn
10	P2 Capital Partners, LLC	0001406313	1,136,974	1.91%	▼3,700	-0.32%	$36.47Mn
11	BloombergSen Inc.	0001484047	1,068,306	1.80%	▲74,277	+7.47%	$34.27Mn
12	ROYCE & ASSOCIATES LP	0000906304	992,770	1.67%	▲166,908	+20.21%	$31.85Mn
13	Boston Partners	0001386060	778,451	1.31%	▲217,051	+38.66%	$25.69Mn
14	SILVERCREST ASSET MANAGEMENT GROUP LLC	0001232395	736,320	1.24%	▲156,723	+27.04%	$23.62Mn
15	Northern Trust Corp	0000073124	711,168	1.20%	▼57,835	-7.52%	$22.81Mn
16	AQR CAPITAL MANAGEMENT LLC	0001167557	709,617	1.19%	▲463,814	+188.69%	$22.76Mn
17	FENIMORE ASSET MANAGEMENT INC	0000884566	681,628	1.15%	▼594	-0.09%	$21.87Mn
18	Sixth Street Partners Management Company, L.P.	0001812095	665,870	1.12%	▲665,870	0.00%	$21.36Mn
18	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	665,870	1.12%	▲43,603	+7.01%	$21.36Mn
19	DG Capital Management, LLC	0001512716	660,000	1.11%	▲660,000	0.00%	$21.17Mn

Showing 1 to 20 of 262 holders