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CBZ · CBIZ, Inc.

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$54.91 +8.21 (+17.58%) Earnings today
Market Cap
$2.57B
Shares
55.07M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 265
Total Value: $1,355,302,870
Total Shares: 50,189,941
Showing 1–100 of 269 holdings by value · page 1 of 3

Institutional Ownership Trend

26 quarters

Superinvestors Holding CBZ

All superinvestors →
Joel Greenblatt $636,479

Holder Concentration

Across 262 13F filers
Top Holder
14.9%
Jun 2023 → Mar 2026 · range 8.2% – 14.9%
of institutional value
Top 5
40.1%
Jun 2023 → Mar 2026 · range 33.4% – 40.7%
of institutional value
Top 10
52.9%
Jun 2023 → Mar 2026 · range 48.6% – 58.6%
of institutional value
HHI
462
Jun 2023 → Mar 2026 · range 344 – 482
Broadly held
Showing 100 of 269
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega FMR LLC $201,671,502 14.88% 7,511,043
Mega BlackRock, Inc. $102,350,180 7.55% 3,811,925
Mega BANK OF MONTREAL /CAN/ Bank $94,187,247 6.95% 3,507,905
Micro 22C Capital LLC $85,980,868 6.34% 3,202,267
Mega VANGUARD CAPITAL MANAGEMENT LLC $57,635,860 4.25% 2,146,587
Mega MORGAN STANLEY $53,931,577 3.98% 2,008,625
Mega GEODE CAPITAL MANAGEMENT, LLC $31,129,325 2.30% 1,159,379
Mega STATE STREET CORP $30,923,386 2.28% 1,151,709
Small P2 Capital Partners, LLC $30,627,096 2.26% 1,140,674
Mid BloombergSen Inc. $26,689,678 1.97% 994,029
Small Sunriver Management LLC $26,007,742 1.92% 968,631
Mega ALLIANCEBERNSTEIN L.P. $24,217,975 1.79% 901,973
Mid ROYCE & ASSOCIATES LP $22,174,394 1.64% 825,862
Mid Fenimore Asset Management Inc $21,866,626 1.61% 681,628
Mega NORTHERN TRUST CORP Bank $20,647,727 1.52% 769,003
Mega GOLDMAN SACHS GROUP INC $18,435,934 1.36% 686,627
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $16,707,868 1.23% 622,267
Mega AMERIPRISE FINANCIAL INC $16,135,641 1.19% 600,955
Large SILVERCREST ASSET MANAGEMENT GROUP LLC $15,562,179 1.15% 579,597
Large Boston Partners $15,073,588 1.11% 561,400
Mega BNP PARIBAS ARBITRAGE, SA $14,978,460 1.11% 557,857
Mega DIMENSIONAL FUND ADVISORS LP $14,682,920 1.08% 546,850
Large Allianz Asset Management GmbH $14,629,115 1.08% 544,846
Mid WATERS PARKERSON & CO., LLC $14,043,677 1.04% 523,042
Large Qube Research & Technologies Ltd $13,720,699 1.01% 511,013
Large GW&K Investment Management, LLC $12,841,468 0.95% 478,267
Mega MILLENNIUM MANAGEMENT LLC $12,475,798 0.92% 464,648
Mega BANK OF AMERICA CORP /DE/ Bank $11,551,889 0.85% 430,238
Large Point72 Asset Management, L.P. $11,536,478 0.85% 429,664
Mid MONTRUSCO BOLTON INVESTMENTS INC. $10,978,449 0.81% 342,221
Mega JANE STREET GROUP, LLC $10,737,851 0.79% 399,920
Large PRUDENTIAL FINANCIAL INC $9,610,071 0.71% 357,917
Large HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $9,590,283 0.71% 357,180
Mid GENEVA CAPITAL MANAGEMENT LLC $9,481,754 0.70% 353,138
Mega VANGUARD FIDUCIARY TRUST CO Bank $9,257,960 0.68% 344,803
Large LOOMIS SAYLES & CO L P $9,134,449 0.67% 340,203
Large Trexquant Investment LP $9,000,039 0.66% 335,197
Mega TWO SIGMA INVESTMENTS, LP $8,878,892 0.66% 330,685
Mega WELLINGTON MANAGEMENT GROUP LLP $8,346,000 0.62% 310,838
Mega UBS Group AG $7,571,779 0.56% 282,003
Mega ROYAL BANK OF CANADA Bank $7,362,215 0.54% 274,198
Mega D. E. Shaw & Co., Inc. $7,201,680 0.53% 268,219
Mega AQR CAPITAL MANAGEMENT LLC $6,599,807 0.49% 245,803
Small Summit Creek Advisors LLC $6,299,869 0.46% 234,632
Mega JPMORGAN CHASE & CO $6,014,102 0.44% 223,989
Mid BASSWOOD CAPITAL MANAGEMENT, L.L.C. $5,495,174 0.41% 204,662
Mid Engineers Gate Manager LP $5,236,501 0.39% 195,028
Large WCM INVESTMENT MANAGEMENT, LLC $4,920,745 0.36% 183,268
Large Quantinno Capital Management LP $4,698,884 0.35% 175,005
Mid Clearline Capital LP $4,681,163 0.35% 174,345
Large Allspring Global Investments Holdings, LLC $4,664,542 0.34% 173,726
Mega DEUTSCHE BANK AG\ Bank $4,626,442 0.34% 172,307
Mega Bank of New York Mellon Corp Bank $4,478,225 0.33% 166,787
Large BLAIR WILLIAM & CO/IL $4,421,496 0.33% 164,674
Large FIRST MANHATTAN CO. LLC. $4,322,178 0.32% 160,975
Large TUDOR INVESTMENT CORP ET AL $4,209,972 0.31% 156,796
Large Corient Private Wealth LLC $4,195,714 0.31% 156,265
Mega Nuveen, LLC $3,990,230 0.29% 148,612
Large PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO Pension $3,754,704 0.28% 139,840
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $3,722,691 0.27% 116,044
Mid Edgestream Partners, L.P. $3,611,083 0.27% 134,491
Mega Invesco Ltd. $3,277,390 0.24% 122,063
Large Squarepoint Ops LLC $3,106,759 0.23% 115,708
Large SG Americas Securities, LLC Broker-Dealer $3,103,296 0.23% 115,579
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $2,963,349 0.22% 110,367
Mid XTX Topco Ltd $2,894,456 0.21% 107,801
Large STIFEL FINANCIAL CORP $2,873,889 0.21% 107,035
Mega CITADEL ADVISORS LLC $2,782,868 0.21% 103,645
Small GatePass Capital, LLC $2,635,676 0.19% 98,163
Mega VICTORY CAPITAL MANAGEMENT INC $2,613,444 0.19% 97,335
Mega Swiss National Bank Bank $2,599,080 0.19% 96,800
Small Taylor Frigon Capital Management LLC $2,384,121 0.18% 74,318
Mid Quantbot Technologies LP $2,313,610 0.17% 86,168
Large Creative Planning $2,100,287 0.15% 78,223
Large Curated Wealth Partners LLC $2,085,200 0.15% 65,000
Large Russell Investments Group, Ltd. $2,023,334 0.15% 75,357
Small CHATHAM CAPITAL GROUP, INC. $1,917,517 0.14% 59,773
Small Bridge City Capital, LLC $1,746,377 0.13% 65,042
Mid Aquatic Capital Management LLC $1,714,828 0.13% 63,867
Mega RHUMBLINE ADVISERS $1,711,016 0.13% 63,725
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $1,694,503 0.13% 63,110
Mega FIRST TRUST ADVISORS LP $1,672,379 0.12% 62,286
Large ExodusPoint Capital Management, LP $1,641,716 0.12% 61,144
Mega PRICE T ROWE ASSOCIATES INC /MD/ $1,593,493 0.12% 59,348
Mid BOOTHBAY FUND MANAGEMENT, LLC $1,571,611 0.12% 58,533
Small WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV $1,547,768 0.11% 57,645
Large Pathstone Holdings, LLC $1,537,242 0.11% 57,253
Mid Jump Financial, LLC $1,479,435 0.11% 55,100
Large Balyasny Asset Management L.P. $1,473,286 0.11% 54,871
Mid Private Advisor Group, LLC $1,368,276 0.10% 42,652
Large CAPITAL FUND MANAGEMENT S.A. $1,329,665 0.10% 49,522
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,217,056 0.09% 45,328
Mega BARCLAYS PLC $1,191,682 0.09% 44,383
Mid Campbell & CO Investment Adviser LLC $1,169,532 0.09% 43,558
Mega VANGUARD ASSET MANAGEMENT, Ltd $1,168,861 0.09% 43,533
Mega Legal & General Group Plc $1,122,087 0.08% 41,791
Mega ENVESTNET ASSET MANAGEMENT INC $1,116,906 0.08% 41,598
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,095,480 0.08% 40,800
Large Schonfeld Strategic Advisors LLC $1,079,853 0.08% 40,218
Large GREAT LAKES ADVISORS, LLC $1,057,594 0.08% 39,389
Key facts CIK 944148 CUSIP 124805102 13F (30d) 38 filings 38 filers Visit website Investor relations

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