CBZ Institutional Ownership
Who owns CBIZ, Inc. and what the big funds did with it last quarter, from every SEC 13F filing. 261 funds reported holding CBZ at Jun 30, 2026, together owning 92.6% of the company.
- ▲143 buying vs 110 selling
- ▼Held by funds -2.4 pts
- ▼Funds holding -4
- ▼Superinvestors: 1 added, 3 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 261 | 265 | −1.5% |
| In funds' top 10 | 4 | 2 | +100.0% |
| 13F shares | 51M | 52.4M | −2.5% |
| Held by funds | 92.6% | 95.0% | −2.4 pts |
| New positions | 40 | 55 | −27.3% |
| Increased | 103 | 96 | +7.3% |
| Reduced | 65 | 71 | −8.5% |
| Sold out | 45 | 59 | −23.7% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in CBZ
All superinvestors →
Who owns CBZ
share of fund held shares- Index and passive funds28.8%
- Active managers and hedge funds54.1%
- Banks and brokers16.7%
- Pensions, insurers and other0.4%
The top 10 holders own 57.4% of all CBZ shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
63 funds changed their position- Fenimore Asset Management IncSold out−682K sh
- Montrusco Bolton Investments Inc.Sold out−342K sh
- Principal Financial Group IncNew+125K sh
- Tokio Marine Asset Management Co LtdNew+87K sh
- Taylor Frigon Capital Management LLCSold out−74K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Fmr LLC | 14.60% | 8M | $258M | +536K |
| 2 | BlackRock, Inc. | 9.02% | 5M | $159M | +1.2M |
| 3 | Bank of Montreal /can/ | 6.27% | 3.5M | $111M | −54K |
| 4 | 22C Capital LLC | 5.81% | 3.2M | $103M | 0 |
| 5 | Vanguard Capital Management LLC | 4.10% | 2.3M | $72.5M | +113K |
| 6 | Vanguard Portfolio Management LLC | 4.09% | 2.3M | $72.3M | +181K |
| 7 | Morgan Stanley | 2.71% | 1.5M | $47.9M | −516K |
| 8 | Geode Capital Management, LLC | 2.28% | 1.3M | $40.3M | +98K |
| 9 | State Street Corp | 2.26% | 1.2M | $39.9M | +93K |
| 10 | P2 Capital Partners, LLC | 2.06% | 1.1M | $36.5M | −3,700 |
- BlackRock, Inc.+1.2M sh+$37.2M
- DG Capital Management, LLC+660K sh+$21.2M
- Fmr LLC+536K sh+$17.2M
- AQR Capital Management LLC+464K sh+$14.9M
- Dana Investment Advisors, Inc.+323K sh+$10.4M
- Nuveen, LLC+316K sh+$10.1M
- Basswood Capital Management, L.l.c.+247K sh+$7.9M
- Boston Partners+217K sh+$7.2M
- Sunriver Management LLC−969K sh−$26M
- Alliancebernstein L.P.−850K sh−$22.8M
- Morgan Stanley−516K sh−$16.5M
- GW&K Investment Management, LLC−476K sh−$15.3M
- Qube Research & Technologies Ltd−414K sh−$13.3M
- Millennium Management LLC−465K sh−$12.5M
- Point72 Asset Management, L.P.−430K sh−$11.5M
- Jane Street Group, LLC−400K sh−$10.7M
CBZ institutional ownership FAQ
Who owns the most CBZ stock?
In Q2 2026 13F filings the largest holder of CBZ was Fmr LLC, followed by BlackRock, Inc. and Bank of Montreal /can/. Index fund managers are usually the biggest holders of large companies.
What percentage of CBZ is owned by institutions?
Funds that file 13F reports held 92.6% of CBZ's shares at Jun 30, 2026, compared with 95.0% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying CBZ?
In Q2 2026, 143 funds bought CBZ (40 of them new positions) and 110 sold (45 sold out completely). Among well known investors, 1 added and 3 cut. Our fund sentiment for CBZ is bearish.
What is CBZ's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this CBZ ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.