Cbiz CBZ Institutional Ownership

NYSE CBZ

$54.85 -0.03 (-0.06%)

As of: Oct 21, 2026 · 3:59 PM EDT

As of the 13F quarter ended Jun 30, 2026, 261 institutions held 86.05% of Cbiz (CBZ) shares outstanding. Versus the prior quarter, institutional ownership was up 0.82 percentage points, the holder count fell by 1 and shares held were down 2.20%. The largest holder is FMR LLC with 8.05Mn shares (13.52% of outstanding).

Updated Oct 11, 2026 Cbiz (CBZ) stock price and overview

Institutions by Trading Activity

261 Institutions

Increased 150 57.5%

Unchanged 45 17.2%

Reduced 66 25.3%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

86.05%

▲+0.82 pp QoQ

Shares Held by Institutions

51.20Mn

of 59.50Mn outstanding

▼-2.20% QoQ

Shares Outstanding

59.50Mn

8.30Mn held outside 13F filers

Institutional Investors

261

filed 13F for Jun 2026

▼-1 vs prior quarter

Net Shares Added (QoQ)

-1.15Mn

distributed since last quarter

Value of Holdings

$2.81Bn

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

Updated Oct 11, 2026

CBIZ, Inc. (NYSE:CBZ) was held by 260 institutional investors that filed 13F reports for the quarter ended June 30, 2026.

These investors held 86.05% of Cbiz's outstanding shares at the end of Q2 2026, up from 85.23% in Q1 2026.
Total holdings of CBZ shares fell 2.20% from Q1 2026, and the holder count fell 4.76% from Q2 2025.
Of the 260 holders, 150 added to their positions, 66 reduced their stakes and 44 left their positions unchanged in Q2 2026.
In total, institutional investors held 51.2Mn shares of Cbiz at the end of Q2 2026, down 1.15Mn from the prior quarter and up 6.75Mn from a year earlier.
FMR LLC led 13F holders of CBZ with 8.05Mn shares as of June 30, 2026, or 13.52% of shares outstanding.
Among holders that already owned Cbiz, the biggest buyers in Q2 2026 were BlackRock, Inc. (+1.16Mn shares), FMR LLC (+536.24K shares), AQR Capital Management LLC (+463.81K shares), Nuveen, LLC (+315.75K shares) and Basswood Capital Management, L.L.C. (+246.6K shares).
On the other side, among holders that kept a position in Cbiz, the largest reductions in Q2 2026 came from AllianceBernstein L.P. (-850.16K shares), Morgan Stanley (-515.89K shares), GW&K Investment Management, LLC (-475.94K shares), Qube Research & Technologies Ltd (-414.36K shares) and Handelsbanken Fonder AB (-262.1K shares).
According to Business Quant data, the leading holders of CBZ for Q2 2026 were FMR LLC (8.05Mn shares), BlackRock, Inc. (4.97Mn shares), Bank of Montreal (3.45Mn shares), 22C Capital LLC (3.2Mn shares), Vanguard Capital Management LLC (2.26Mn shares), Vanguard Portfolio Management LLC (2.25Mn shares), Morgan Stanley (1.49Mn shares), Geode Capital Management, LLC (1.26Mn shares), State Street Corp (1.24Mn shares) and P2 Capital Partners, LLC (1.14Mn shares).

Form 13F Holdings

261 Institutional Holders

Report period 30 Jun, 2026

Total shares held 51.20Mn

Of outstanding 86.05%

#	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	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
20	Ameriprise Financial Inc	0000820027	591,470	0.99%	▼9,485	-1.58%	$18.97Mn

Showing 1 to 20 of 261 holders