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Equibles

CBZ

CBIZ, Inc.

Company with tickers: CBZ

CIK
944148
CUSIP
124805102
Shares Outstanding
53,648,732
13F Activity (30d)
166 filings 162 filers

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.

Holders: 263
Total Value: $1,407,863,271
Total Shares: 52,434,393
Showing 1–100 of 267 holdings by value · page 1 of 3

Institutional Ownership Trend

26 quarters

Superinvestors Holding CBZ

All superinvestors →
Joel Greenblatt $636,479

Holder Concentration

Across 263 13F filers · Δ vs Dec 31, 2025
Top Holder
14.3%
Sep 2023 → Mar 2026 · range 8.2% – 14.3%
+1.2 pts
Top 5
38.5%
Sep 2023 → Mar 2026 · range 31.5% – 40.9%
−2.2 pts
Top 10
52.9%
Sep 2023 → Mar 2026 · range 48.6% – 58.9%
−5.7 pts
HHI
442
Sep 2023 → Mar 2026 · range 334 – 482
Broadly held−41

Quarterly Activity

vs Dec 31, 2025
New
63
Increased
99
Decreased
69
Sold Out
64
Unchanged
32
Holder count: -1
Institutional value: -48.5%
Shares held: -3.2%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mega BANK OF MONTREAL /CAN/ +1,256,256 3,507,905
Mega ALLIANCEBERNSTEIN L.P. +848,052 901,973
Mega AMERIPRISE FINANCIAL INC +588,210 600,955
Mega BNP PARIBAS ARBITRAGE, SA +537,944 557,857
Large Qube Research & Technologies Ltd +460,110 511,013

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mega MORGAN STANLEY −1,242,730 2,008,625
Mega JANUS HENDERSON GROUP PLC −889,050 21,663
Large Allspring Global Investments Holdings, LLC −803,320 173,726
Small P2 Capital Partners, LLC −632,717 1,140,674
Large SG Americas Securities, LLC −591,130 115,579

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mega VANGUARD CAPITAL MANAGEMENT LLC 2,146,587 $57,635,860
Mega VANGUARD PORTFOLIO MANAGEMENT LLC 2,072,824 $55,655,324
Large Boston Partners 561,400 $15,073,588
Large Allianz Asset Management GmbH 544,846 $14,629,115
Large Point72 Asset Management, L.P. 429,664 $11,536,478

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mega VANGUARD GROUP INC 4,837,727 $244,063,324
Mega Capital Research Global Investors 2,914,541 $147,038,593
Mid Durable Capital Partners LP 1,631,969 $82,332,836
Mega Capital World Investors 919,902 $46,409,055
Mid Premier Fund Managers Ltd 614,524 $31,002,735
Filter: New 63 Increased 99 Reduced 69 Sold out 64 Unchanged 32
Showing 100 of 267
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega FMR LLC $201,671,502 14.32% 7,511,043
Mega BlackRock, Inc. $102,350,180 7.27% 3,811,925
Mega BANK OF MONTREAL /CAN/ Bank $94,187,247 6.69% 3,507,905
Micro 22C Capital LLC $85,980,868 6.11% 3,202,267
Mega VANGUARD CAPITAL MANAGEMENT LLC $57,635,860 4.09% 2,146,587
Mega VANGUARD PORTFOLIO MANAGEMENT LLC $55,655,324 3.95% 2,072,824
Mega MORGAN STANLEY $53,931,577 3.83% 2,008,625
Mega GEODE CAPITAL MANAGEMENT, LLC $31,129,325 2.21% 1,159,379
Mega STATE STREET CORP $30,923,386 2.20% 1,151,709
Small P2 Capital Partners, LLC $30,627,096 2.18% 1,140,674
Mid BloombergSen Inc. $26,689,678 1.90% 994,029
Small Sunriver Management LLC $26,007,742 1.85% 968,631
Mega ALLIANCEBERNSTEIN L.P. $24,217,975 1.72% 901,973
Mid ROYCE & ASSOCIATES LP $22,174,394 1.58% 825,862
Mega NORTHERN TRUST CORP Bank $20,647,727 1.47% 769,003
Mega GOLDMAN SACHS GROUP INC $18,435,934 1.31% 686,627
Mid Fenimore Asset Management Inc $18,317,660 1.30% 682,222
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $16,707,868 1.19% 622,267
Mega AMERIPRISE FINANCIAL INC $16,135,641 1.15% 600,955
Large SILVERCREST ASSET MANAGEMENT GROUP LLC $15,562,179 1.11% 579,597
Large Boston Partners $15,073,588 1.07% 561,400
Mega BNP PARIBAS ARBITRAGE, SA $14,978,460 1.06% 557,857
Mega DIMENSIONAL FUND ADVISORS LP $14,682,920 1.04% 546,850
Large Allianz Asset Management GmbH $14,629,115 1.04% 544,846
Mid WATERS PARKERSON & CO., LLC $14,043,677 1.00% 523,042
Large Qube Research & Technologies Ltd $13,720,699 0.97% 511,013
Large GW&K Investment Management, LLC $12,841,468 0.91% 478,267
Mega MILLENNIUM MANAGEMENT LLC $12,475,798 0.89% 464,648
Mega BANK OF AMERICA CORP /DE/ Bank $11,551,889 0.82% 430,238
Large Point72 Asset Management, L.P. $11,536,478 0.82% 429,664
Mega JANE STREET GROUP, LLC $10,737,851 0.76% 399,920
Large PRUDENTIAL FINANCIAL INC $9,610,071 0.68% 357,917
Large HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $9,590,283 0.68% 357,180
Mid GENEVA CAPITAL MANAGEMENT LLC $9,481,754 0.67% 353,138
Mega VANGUARD FIDUCIARY TRUST CO Bank $9,257,960 0.66% 344,803
Large LOOMIS SAYLES & CO L P $9,134,449 0.65% 340,203
Mid MONTRUSCO BOLTON INVESTMENTS INC. $9,129,563 0.65% 340,021
Large Trexquant Investment LP $9,000,039 0.64% 335,197
Mega TWO SIGMA INVESTMENTS, LP $8,878,892 0.63% 330,685
Mega WELLINGTON MANAGEMENT GROUP LLP $8,346,000 0.59% 310,838
Mega UBS Group AG $7,571,779 0.54% 282,003
Large Handelsbanken Fonder AB $7,410,600 0.53% 276,000
Mega ROYAL BANK OF CANADA Bank $7,362,215 0.52% 274,198
Mega D. E. Shaw & Co., Inc. $7,201,680 0.51% 268,219
Mega AQR CAPITAL MANAGEMENT LLC $6,599,807 0.47% 245,803
Small Summit Creek Advisors LLC $6,299,869 0.45% 234,632
Mega JPMORGAN CHASE & CO $6,014,102 0.43% 223,989
Mid BASSWOOD CAPITAL MANAGEMENT, L.L.C. $5,495,174 0.39% 204,662
Mid Engineers Gate Manager LP $5,236,501 0.37% 195,028
Large WCM INVESTMENT MANAGEMENT, LLC $4,920,745 0.35% 183,268
Large Quantinno Capital Management LP $4,698,884 0.33% 175,005
Mid Clearline Capital LP $4,681,163 0.33% 174,345
Large Allspring Global Investments Holdings, LLC $4,664,542 0.33% 173,726
Mega DEUTSCHE BANK AG\ Bank $4,626,442 0.33% 172,307
Mega Bank of New York Mellon Corp Bank $4,478,225 0.32% 166,787
Large BLAIR WILLIAM & CO/IL $4,421,496 0.31% 164,674
Large FIRST MANHATTAN CO. LLC. $4,322,178 0.31% 160,975
Large TUDOR INVESTMENT CORP ET AL $4,209,972 0.30% 156,796
Large Corient Private Wealth LLC $4,195,714 0.30% 156,265
Mega Nuveen, LLC $3,990,230 0.28% 148,612
Large PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO Pension $3,754,704 0.27% 139,840
Mid Edgestream Partners, L.P. $3,611,083 0.26% 134,491
Mega Invesco Ltd. $3,277,390 0.23% 122,063
Large Squarepoint Ops LLC $3,106,759 0.22% 115,708
Large SG Americas Securities, LLC Broker-Dealer $3,103,296 0.22% 115,579
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $2,996,191 0.21% 111,590
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $2,963,349 0.21% 110,367
Mid XTX Topco Ltd $2,894,456 0.21% 107,801
Large STIFEL FINANCIAL CORP $2,873,889 0.20% 107,035
Mega CITADEL ADVISORS LLC $2,782,868 0.20% 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 0.18% 96,800
Mid Quantbot Technologies LP $2,313,610 0.16% 86,168
Large Creative Planning $2,100,287 0.15% 78,223
Large Russell Investments Group, Ltd. $2,023,334 0.14% 75,357
Small Bridge City Capital, LLC $1,746,377 0.12% 65,042
Mid Aquatic Capital Management LLC $1,714,828 0.12% 63,867
Mega RHUMBLINE ADVISERS $1,711,016 0.12% 63,725
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $1,694,503 0.12% 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 0.11% 59,348
Mid BOOTHBAY FUND MANAGEMENT, LLC $1,571,611 0.11% 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 0.10% 54,871
Small CHATHAM CAPITAL GROUP, INC. $1,341,345 0.10% 49,957
Large CAPITAL FUND MANAGEMENT S.A. $1,329,665 0.09% 49,522
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,217,056 0.09% 45,328
Small Taylor Frigon Capital Management LLC $1,216,224 0.09% 45,297
Mega BARCLAYS PLC $1,191,682 0.08% 44,383
Mid Campbell & CO Investment Adviser LLC $1,169,532 0.08% 43,558
Mega VANGUARD ASSET MANAGEMENT, Ltd $1,168,861 0.08% 43,533
Mid Private Advisor Group, LLC $1,145,206 0.08% 42,652
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

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