CBIZ INC (CBZ) Institutional Shareholders
CBIZ INC (CBZ) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.64B in CBZ holdings during the latest filing period.
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 $439.38M, representing an estimated gain of +70.20% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% 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
248
Total Reported Value
$1.64B
Largest Holder
Fmr Llc
Largest Position
$258.16M
Insider Transactions (90d)
2
Latest Filing Quarter
Q2 2026
New Institutional Positions
64
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 | $439,381,597 | +$181,224,790 | +70.20% | |
| Blackrock, Inc. | 0.00% | 4,971,786 | $159,494,896 | $271,459,516 | +$111,964,620 | +70.20% | |
| Bank Of Montreal | 0.04% | 3,453,723 | $110,795,434 | $188,573,276 | +$77,777,842 | +70.20% | |
| 22C Capital Llc | 100.00% | 3,202,267 | $102,728,725 | $174,843,778 | +$72,115,053 | +70.20% | |
| Vanguard Capital Management Llc | 0.00% | 2,259,967 | $72,499,741 | $123,394,198 | +$50,894,457 | +70.20% | |
| Vanguard Portfolio Management Llc | 0.00% | 2,253,744 | $72,300,108 | $123,054,422 | +$50,754,314 | +70.20% | |
| Morgan Stanley | 0.00% | 1,492,737 | $47,887,007 | $81,503,440 | +$33,616,433 | +70.20% | |
| Geode Capital Management, Llc | 0.00% | 1,257,357 | $40,343,010 | $68,651,692 | +$28,308,682 | +70.17% | |
| State Street Corp | 0.00% | 1,244,553 | $39,925,260 | $67,952,594 | +$28,027,334 | +70.20% | |
| P2 Capital Partners, Llc | 14.85% | 1,136,974 | $36,474,126 | $62,078,780 | +$25,604,654 | +70.20% | |
| Bloombergsen Inc. | 3.83% | 1,068,306 | $34,271,256 | $58,329,508 | +$24,058,252 | +70.20% | |
| Royce & Associates Lp | 0.26% | 992,770 | $31,848,062 | $54,205,242 | +$22,357,180 | +70.20% | |
| Boston Partners | 0.02% | 778,451 | $25,690,095 | $42,503,425 | +$16,813,330 | +65.45% | |
| Silvercrest Asset Management Group Llc | 0.15% | 736,320 | $23,621,206 | $40,203,072 | +$16,581,866 | +70.20% | |
| Northern Trust Corp | 0.00% | 711,168 | $22,814,269 | $38,829,773 | +$16,015,504 | +70.20% | |
| Aqr Capital Management Llc | 0.01% | 709,617 | $22,764,514 | $38,745,088 | +$15,980,574 | +70.20% | |
| Fenimore Asset Management Inc | 0.45% | 681,628 | $21,866,626 | $37,216,889 | +$15,350,263 | +70.20% | |
| Charles Schwab Investment Management Inc | 0.00% | 665,870 | $21,361,110 | $36,356,502 | +$14,995,392 | +70.20% | |
| Dg Capital Management, Llc | 7.33% | 660,000 | $21,172,800 | $36,036,000 | +$14,863,200 | +70.20% | |
| Ameriprise Financial Inc | 0.00% | 591,470 | $18,974,359 | $32,294,262 | +$13,319,903 | +70.20% | |
| Goldman Sachs Group Inc | 0.00% | 588,686 | $18,885,047 | $32,142,256 | +$13,257,209 | +70.20% | |
| Dimensional Fund Advisors Lp | 0.00% | 546,915 | $17,545,642 | $29,861,559 | +$12,315,917 | +70.19% | |
| Allianz Asset Management Gmbh | 0.02% | 544,846 | $17,478,660 | $29,748,592 | +$12,269,932 | +70.20% | |
| Waters Parkerson & Co., Llc | 0.82% | 515,707 | $16,543,881 | $28,157,602 | +$11,613,721 | +70.20% | |
| Bnp Paribas Financial Markets | 0.01% | 475,961 | $15,268,829 | $25,987,471 | +$10,718,642 | +70.20% | |
| Nuveen, Llc | 0.00% | 464,362 | $14,896,733 | $25,354,165 | +$10,457,432 | +70.20% | |
| Basswood Capital Management, L.L.C. | 0.62% | 451,259 | $14,476,389 | $24,638,741 | +$10,162,352 | +70.20% | |
| Ubs Group Ag | 0.00% | 411,595 | $13,203,968 | $22,473,087 | +$9,269,119 | +70.20% | |
| Prudential Financial Inc | 0.01% | 411,251 | $13,192,932 | $22,454,305 | +$9,261,373 | +70.20% | |
| Hotchkis & Wiley Capital Management Llc | 0.03% | 350,500 | $11,244,040 | $19,137,300 | +$7,893,260 | +70.20% | |
| Montrusco Bolton Investments Inc. | 0.17% | 342,221 | $10,978,450 | $18,685,267 | +$7,706,817 | +70.20% | |
| Loomis Sayles & Co L P | 0.01% | 339,085 | $10,877,847 | $18,514,041 | +$7,636,194 | +70.20% | |
| Dana Investment Advisors, Inc. | 0.27% | 322,771 | $10,354,494 | $17,623,297 | +$7,268,803 | +70.20% | |
| Vanguard Fiduciary Trust Co | 0.00% | 322,059 | $10,331,653 | $17,584,421 | +$7,252,768 | +70.20% | |
| Geneva Capital Management Llc | 0.22% | 294,044 | $9,432,923 | $16,054,802 | +$6,621,879 | +70.20% | |
| Russell Investments Group, Ltd. | 0.01% | 278,966 | $8,949,234 | $15,231,544 | +$6,282,310 | +70.20% | |
| Gatepass Capital, Llc | 3.17% | 258,877 | $8,304,774 | $14,134,684 | +$5,829,910 | +70.20% | |
| Royal Bank Of Canada | 0.00% | 241,840 | $7,757,000 | $13,204,464 | +$5,447,464 | +70.23% | |
| Allspring Global Investments Holdings, Llc | 0.01% | 213,598 | $7,320,003 | $11,662,451 | +$4,342,448 | +59.32% | |
| Bank Of America Corp | 0.00% | 224,255 | $7,194,100 | $12,244,323 | +$5,050,223 | +70.20% | |
| Quantinno Capital Management Lp | 0.01% | 218,579 | $7,012,014 | $11,934,413 | +$4,922,399 | +70.20% | |
| Tudor Investment Corp Et Al | 0.03% | 213,627 | $6,853,154 | $11,664,034 | +$4,810,880 | +70.20% | |
| Engine Capital Management, Lp | 0.63% | 201,998 | $6,480,096 | $11,029,091 | +$4,548,995 | +70.20% | |
| First Trust Advisors Lp | 0.00% | 189,662 | $6,084,356 | $10,355,545 | +$4,271,189 | +70.20% | |
| Bank Of New York Mellon Corp | 0.00% | 188,621 | $6,050,961 | $10,298,707 | +$4,247,746 | +70.20% | |
| Clearline Capital Lp | 0.36% | 174,345 | $5,592,988 | $9,519,237 | +$3,926,249 | +70.20% | |
| First Manhattan Co. Llc. | 0.01% | 170,975 | $5,484,878 | $9,335,235 | +$3,850,357 | +70.20% | |
| Edgestream Partners, L.P. | 0.16% | 167,963 | $5,388,253 | $9,170,780 | +$3,782,527 | +70.20% | |
| Corient Private Wealth Llc | 0.01% | 167,780 | $5,382,386 | $9,160,788 | +$3,778,402 | +70.20% | |
| Cygnus Capital Advisors, Llc | 3.56% | 163,214 | $5,236,000 | $8,911,484 | +$3,675,484 | +70.20% |
Frequently asked questions about CBZ
Who owns the most CBZ stock?
The largest holders of CBZ are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for CBIZ INC (CBZ).
Is CBZ widely held by superinvestors?
Many widely followed stocks like CBZ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CBZ is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.