CBZ Institutional Ownership & Shareholders
CBIZ INC (CBZ) is currently held by 255 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.63B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Fmr Llc is currently the largest disclosed institutional shareholder of CBZ tracked by InsiderSet, reporting ownership valued at approximately $258.16M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $442.44M, representing an estimated gain of +71.38% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% of the total disclosed CBZ value among the investors covered in this analysis. Major shareholders include Fmr Llc, Blackrock, Inc., Bank Of Montreal, and several other long-term asset managers with concentrated positions in CBIZ INC (CBZ).
This page ranks the largest institutional CBZ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
255
Total Reported Value
$1.63B
Largest Holder
Fmr Llc
Largest Position
$258.16M
Insider Transactions (90d)
20
Latest Filing Quarter
Q2 2026
New Institutional Positions
61
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fmr Llc | 0.01% | 8,047,282 | $258,156,807 | $442,439,564 | +$184,282,757 | +71.38% | |
| Blackrock, Inc. | 0.00% | 4,971,786 | $159,494,896 | $273,348,794 | +$113,853,898 | +71.38% | |
| Bank Of Montreal | 0.04% | 3,453,723 | $110,795,434 | $189,885,691 | +$79,090,257 | +71.38% | |
| 22C Capital Llc | 100.00% | 3,202,267 | $102,728,725 | $176,060,640 | +$73,331,915 | +71.38% | |
| Vanguard Capital Management Llc | 0.00% | 2,259,967 | $72,499,741 | $124,252,986 | +$51,753,245 | +71.38% | |
| Vanguard Portfolio Management Llc | 0.00% | 2,253,744 | $72,300,108 | $123,910,845 | +$51,610,737 | +71.38% | |
| Morgan Stanley | 0.00% | 1,492,737 | $47,887,007 | $82,070,680 | +$34,183,673 | +71.38% | |
| Geode Capital Management, Llc | 0.00% | 1,257,357 | $40,343,010 | $69,129,488 | +$28,786,478 | +71.35% | |
| State Street Corp | 0.00% | 1,244,553 | $39,925,260 | $68,425,524 | +$28,500,264 | +71.38% | |
| P2 Capital Partners, Llc | 14.85% | 1,136,974 | $36,474,126 | $62,510,831 | +$26,036,705 | +71.38% | |
| Bloombergsen Inc. | 3.83% | 1,068,306 | $34,271,256 | $58,735,464 | +$24,464,208 | +71.38% | |
| Royce & Associates Lp | 0.26% | 992,770 | $31,848,062 | $54,582,495 | +$22,734,433 | +71.38% | |
| Boston Partners | 0.02% | 778,451 | $25,690,095 | $42,799,236 | +$17,109,141 | +66.60% | |
| Silvercrest Asset Management Group Llc | 0.15% | 736,320 | $23,621,206 | $40,482,874 | +$16,861,668 | +71.38% | |
| Northern Trust Corp | 0.00% | 711,168 | $22,814,269 | $39,100,017 | +$16,285,748 | +71.38% | |
| Aqr Capital Management Llc | 0.01% | 709,617 | $22,764,514 | $39,014,743 | +$16,250,229 | +71.38% | |
| Charles Schwab Investment Management Inc | 0.00% | 665,870 | $21,361,110 | $36,609,533 | +$15,248,423 | +71.38% | |
| Dg Capital Management, Llc | 7.33% | 660,000 | $21,172,800 | $36,286,800 | +$15,114,000 | +71.38% | |
| Ameriprise Financial Inc | 0.00% | 591,470 | $18,974,359 | $32,519,021 | +$13,544,662 | +71.38% | |
| Goldman Sachs Group Inc | 0.00% | 588,686 | $18,885,047 | $32,365,956 | +$13,480,909 | +71.38% | |
| Dimensional Fund Advisors Lp | 0.00% | 546,915 | $17,545,642 | $30,069,387 | +$12,523,745 | +71.38% | |
| Allianz Asset Management Gmbh | 0.02% | 544,846 | $17,478,660 | $29,955,633 | +$12,476,973 | +71.38% | |
| Waters Parkerson & Co., Llc | 0.82% | 515,707 | $16,543,881 | $28,353,571 | +$11,809,690 | +71.38% | |
| Bnp Paribas Financial Markets | 0.01% | 475,961 | $15,268,829 | $26,168,336 | +$10,899,507 | +71.38% | |
| Nuveen, Llc | 0.00% | 464,362 | $14,896,733 | $25,530,623 | +$10,633,890 | +71.38% | |
| Basswood Capital Management, L.L.C. | 0.62% | 451,259 | $14,476,389 | $24,810,220 | +$10,333,831 | +71.38% | |
| Ubs Group Ag | 0.00% | 411,595 | $13,203,968 | $22,629,493 | +$9,425,525 | +71.38% | |
| Prudential Financial Inc | 0.01% | 411,251 | $13,192,932 | $22,610,580 | +$9,417,648 | +71.38% | |
| Hotchkis & Wiley Capital Management Llc | 0.03% | 350,500 | $11,244,040 | $19,270,490 | +$8,026,450 | +71.38% | |
| Loomis Sayles & Co L P | 0.01% | 339,085 | $10,877,847 | $18,642,893 | +$7,765,046 | +71.38% | |
| Creative Planning | 0.01% | 197,355 | $10,793,345 | $10,850,578 | +$57,233 | +0.53% | |
| Dana Investment Advisors, Inc. | 0.27% | 322,771 | $10,354,494 | $17,745,950 | +$7,391,456 | +71.38% | |
| Vanguard Fiduciary Trust Co | 0.00% | 322,059 | $10,331,653 | $17,706,804 | +$7,375,151 | +71.38% | |
| Geneva Capital Management Llc | 0.22% | 294,044 | $9,432,923 | $16,166,539 | +$6,733,616 | +71.38% | |
| Russell Investments Group, Ltd. | 0.01% | 278,966 | $8,949,234 | $15,337,551 | +$6,388,317 | +71.38% | |
| Gatepass Capital, Llc | 3.17% | 258,877 | $8,304,774 | $14,233,057 | +$5,928,283 | +71.38% | |
| Royal Bank Of Canada | 0.00% | 241,840 | $7,757,000 | $13,296,363 | +$5,539,363 | +71.41% | |
| Allspring Global Investments Holdings, Llc | 0.01% | 213,598 | $7,320,003 | $11,743,618 | +$4,423,615 | +60.43% | |
| Bank Of America Corp | 0.00% | 224,255 | $7,194,100 | $12,329,540 | +$5,135,440 | +71.38% | |
| Quantinno Capital Management Lp | 0.01% | 218,579 | $7,012,014 | $12,017,473 | +$5,005,459 | +71.38% | |
| Tudor Investment Corp Et Al | 0.03% | 213,627 | $6,853,154 | $11,745,212 | +$4,892,058 | +71.38% | |
| Principal Financial Group Inc | 0.00% | 124,515 | $6,809,725 | $6,845,835 | +$36,110 | +0.53% | |
| Engine Capital Management, Lp | 0.63% | 201,998 | $6,480,096 | $11,105,850 | +$4,625,754 | +71.38% | |
| First Trust Advisors Lp | 0.00% | 189,662 | $6,084,356 | $10,427,617 | +$4,343,261 | +71.38% | |
| Bank Of New York Mellon Corp | 0.00% | 188,621 | $6,050,961 | $10,370,383 | +$4,319,422 | +71.38% | |
| Clearline Capital Lp | 0.36% | 174,345 | $5,592,988 | $9,585,488 | +$3,992,500 | +71.38% | |
| First Manhattan Co. Llc. | 0.01% | 170,975 | $5,484,878 | $9,400,206 | +$3,915,328 | +71.38% | |
| Edgestream Partners, L.P. | 0.16% | 167,963 | $5,388,253 | $9,234,606 | +$3,846,353 | +71.38% | |
| Corient Private Wealth Llc | 0.01% | 167,780 | $5,382,386 | $9,224,544 | +$3,842,158 | +71.38% | |
| Cygnus Capital Advisors, Llc | 3.56% | 163,214 | $5,236,000 | $8,973,506 | +$3,737,506 | +71.38% |
Frequently asked questions about CBZ
Who are the largest institutional holders of CBZ?
The largest institutional holders of CBZ reported in the latest SEC Form 13F filings include Fmr Llc, Blackrock, Inc., Bank Of Montreal, 22C Capital Llc, and Vanguard Capital Management Llc. InsiderSet ranks institutional holders by their latest reported CBZ position.
What is CBZ institutional ownership?
This page tracks CBZ positions reported by institutional investment managers through SEC Form 13F. CBIZ INC (CBZ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CBZ?
InsiderSet currently tracks 255 institutional managers reporting CBZ holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CBZ shareholders.
How much CBZ stock do institutions own?
Institutional investment managers disclosed approximately $1.63B in CBZ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CBZ institutional ownership last updated?
The latest CBZ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CBZ holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CBZ position after the reporting date.
Are institutions buying or selling CBZ?
Institutional buying and selling can be analyzed by comparing CBZ positions across consecutive 13F reporting periods. InsiderSet's CBZ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CBZ ownership changes.
How has CBZ institutional ownership changed over time?
InsiderSet tracks CBZ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.