Cbiz CBZ Institutional Ownership

NYSE CBZ

$54.60 -0.05 (-0.08%)

As of: Sep 9, 2026 · 3:59 PM EDT

Institutions by Trading Activity

262 Institutions

Increased 152 58.0%

Unchanged 43 16.4%

Reduced 67 25.6%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

87.28%

▲+1.99 pp QoQ

Shares Held by Institutions

51.93Mn

of 59.50Mn outstanding

▲+6.25% 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)

+3.06Mn

accumulated since last quarter

Value of Holdings

$2.85Bn

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) showed up in the 13F filings of 262 institutional investors as of June 2026.

They owned 87.3% of outstanding stock in June 2026, up from 85.3% the prior quarter.
They increased total shares held in Cbiz by 6.25% from the prior quarter, while the number of investors in CBZ decreased 5.07% year over year.
Activity in CBZ broke down as 152 buyers, 67 sellers, and 43 unchanged among 262 total holders.
Altogether, these fund groups held 51.93Mn shares in CBZ by June 2026, up by 3.06Mn shares quarter on quarter, and up 6.35Mn shares year over year.
FMR LLC holds the largest position in CBZ at 8.05Mn shares as of June 30, 2026, or 13.52% of shares outstanding.
The most significant purchases of CBZ for the quarter ending June 2026 came from 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).
Leading sellers of Cbiz shares for the quarter ending June 2026 were 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