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CBZ — CBIZ INC

Reported value held$1.19B
Funds holding (latest)44
SectorConsumer Discretionary
Funds holding (Q2 2026)29
Institutional value$692.42M · 21.65M sh
New / Add / Cut / Exit2 / 17 / 10 / 4
Top-5 / Top-10 concentration77.7% / 92.0%
Institutional holdings change Accumulating +1.3% (+268.45K sh)
Institutional value change Up +20.9%

As of Q2 2026, 29 SEC-registered investment managers reported holding CBZ (CBIZ INC) in their latest 13F filings, with a combined reported value of $692.42M across 21.65M shares. That is +1.3% by share count (+268.45K shares) versus the previous quarter, while reported value moved +20.9%. Ownership is concentrated: the five largest holders account for 77.7% of reported value and the top ten for 92.0%.

Compared with the prior quarter, 2 opened new positions, 17 added to existing stakes, 10 trimmed, 4 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

CBZ is classified in the Consumer Discretionary sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Fidelity Management & Research (FMR) history Q2 2026 8.05M $258.16M 0.01% Add
Vanguard Group history Q4 2025 4.84M $244.06M 0.00% Reduce
BlackRock Inc history Q2 2026 4.97M $159.49M 0.00% Add
Capital Research Global Investors history Q4 2025 2.91M $147.04M 0.03% Hold
Morgan Stanley history Q2 2026 1.49M $47.89M 0.00% Reduce
Capital World Investors history Q4 2025 919.90K $46.41M 0.01% Hold
Geode Capital Management history Q2 2026 1.26M $40.34M 0.00% Add
Royce & Associates history Q2 2026 992.77K $31.85M 0.26% Add
Fidelity International (FIL) history Q2 2024 318.78K $23.62M 0.02% Reduce
Northern Trust Corp history Q2 2026 711.17K $22.81M 0.00% Reduce
AQR Capital Management history Q2 2026 709.62K $22.76M 0.01% Add
Charles Schwab Investment Management history Q2 2026 665.87K $21.36M 0.00% Add
Goldman Sachs Group history Q2 2026 588.69K $18.89M 0.00% Reduce
UBS Group AG history Q2 2026 411.60K $13.20M 0.00% Add
Prudential Financial history Q2 2026 411.25K $13.19M 0.01% Add
Millennium Management history Q1 2026 464.65K $12.48M 0.01% Add
Point72 Asset Management history Q1 2026 429.66K $11.54M 0.01% New
Wellington Management Group history Q1 2026 310.84K $8.35M 0.00% Reduce
Bank of America Corp history Q2 2026 224.25K $7.19M 0.00% Reduce
BNY Mellon history Q2 2026 188.62K $6.05M 0.00% Add

View all 44 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Fidelity Management & Research (FMR) 38.19K 40.14K 51.55K 52.87K 54.15K 71.18K 76.46K 474.43K 438.13K 457.85K 462.10K 466.84K 594.66K 978.88K 1.04M 1.86M 3.02M 7.13M 7.51M 8.05M
BlackRock Inc — — — — — — — — — — — — 3.63M 3.69M 3.57M 3.79M 3.54M 3.60M 3.81M 4.97M
Morgan Stanley 266.37K 132.63K 131.11K 302.50K 405.83K 3.87M 3.90M 3.95M 3.88M 3.66M 3.37M 2.95M 3.11M 3.06M 3.12M 3.25M 3.40M 3.25M 2.01M 1.49M
Geode Capital Management 864.62K 843.83K 879.52K 854.25K 857.91K 875.54K 908.51K 945.72K 978.76K 1.03M 1.06M 1.10M 1.11M 1.11M 1.13M 1.22M 1.15M 1.15M 1.16M 1.26M
Royce & Associates — — 12.90K 20.54K 14.59K 20.99K 16.79K 33.40K 79.67K 100.18K 200.18K 195.18K 195.18K 208.92K 210.22K 210.22K 134.70K 659.14K 825.86K 992.77K
Northern Trust Corp 1.25M 1.26M 1.22M 1.23M 1.19M 1.19M 1.16M 952.05K 937.82K 940.64K 924.52K 921.54K 934.18K 940.72K 931.87K 897.40K 933.82K 910.74K 769.00K 711.17K
AQR Capital Management 31.44K 31.64K 25.73K 25.07K 26.66K 24.39K 20.85K 21.30K 22.63K 16.71K 14.78K 14.96K 12.86K 11.04K 11.72K 8.24K 6.67K 12.71K 245.80K 709.62K
Charles Schwab Investment Management 482.82K 482.64K 495.90K 499.20K 497.73K 495.19K 487.21K 483.72K 495.36K 503.00K 506.10K 515.46K 525.33K 535.88K 524.12K 555.23K 524.82K 535.29K 622.27K 665.87K
Goldman Sachs Group 273.85K 296.37K 1.24M 195.17K 259.97K 383.75K 403.50K 358.65K 453.25K 507.82K 553.14K 358.85K 306.92K 514.12K 369.87K 521.65K 308.38K 635.43K 686.63K 588.69K
UBS Group AG 61.91K 76.47K 56.21K 43.17K 42.16K 54.77K 60.04K 67.22K 68.48K 101.77K 100.66K 57.63K 53.37K 94.93K 151.31K 254.99K 76.37K 77.04K 282.00K 411.60K
Prudential Financial — — 28.66K 7.36K — — — — — 3.84K 3.62K 3.44K 3.42K 3.35K 3.68K 6.64K 6.37K — 357.92K 411.25K
Bank of America Corp 557.55K 595.96K 621.75K 511.21K 439.12K 398.86K 391.82K 354.30K 382.98K 423.89K 385.63K 412.54K 417.74K 431.75K 453.25K 454.55K 441.55K 442.14K 430.24K 224.25K
BNY Mellon 288.06K 262.13K 257.63K 224.85K 242.32K 226.59K 215.91K 210.76K 212.81K 199.02K 182.90K 187.50K 150.70K 150.08K 149.56K 163.16K 156.78K 141.57K 166.79K 188.62K
Two Sigma Investments 124.69K 63.96K 31.61K 29.30K 33.87K 100.08K 18.10K 89.55K 56.05K 161.75K 51.33K 107.34K 108.46K 41.47K 71.56K — — — 330.69K 138.43K
Invesco Ltd 134.24K 131.11K 157.84K 154.63K 173.22K 143.74K 184.76K 183.13K 168.35K 192.99K 190.97K 206.35K 299.11K 769.21K 703.93K 602.92K 580.73K 90.58K 122.06K 129.56K
D. E. Shaw & Co 136.06K 132.41K 58.10K 49.59K 100.17K 77.92K 64.56K 78.19K 65.14K 74.57K 19.42K 12.58K — — — — — 36.84K 268.22K 112.20K
Citadel Advisors 61.01K 18.82K — 61.49K 52.15K 19.70K 21.09K 28.75K 20.42K 23.54K 36.84K 6.10K 95.89K 305.05K 46.79K 176.18K 623.06K 312.11K 118.14K 107.14K
Marshall Wace — — 5.92K 27.30K 30.16K 18.21K 18.73K 16.96K 26.56K 20.44K 15.74K 20.06K 90.20K 53.38K — 112.01K 45.02K 39.09K 20.02K 74.38K
Wells Fargo & Co 2.89M 84.19K 79.28K 24.67K 33.86K 48.38K 37.75K 48.01K 40.52K 43.41K 43.72K 44.12K 34.79K 42.80K 42.91K 46.28K 49.39K 71.13K 33.92K 66.91K
Deutsche Bank AG 31.62K 32.25K 29.57K 27.77K 22.18K 25.08K 34.15K 81.44K 125.34K 124.84K 125.56K 122.32K 135.64K 150.26K 146.33K 156.49K 241.76K 251.62K 172.31K 57.71K

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