CBZ CBIZ, Inc.
CBIZ, Inc. (CBZ) Institutional Ownership
What the institutions did with CBZ last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| FMR LLC | 8.0M | 15.7% |
| BlackRock, Inc. | 5.0M | 9.7% |
| BANK OF MONTREAL /CAN/ | 3.5M | 6.7% |
| 22C Capital LLC | 3.2M | 6.3% |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.3M | 4.4% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.3M | 4.4% |
| MORGAN STANLEY | 1.5M | 2.9% |
| GEODE CAPITAL MANAGEMENT, LLC | 1.3M | 2.5% |
| STATE STREET CORP | 1.2M | 2.4% |
| P2 Capital Partners, LLC | 1.1M | 2.2% |
| BloombergSen Inc. | 1.1M | 2.1% |
| ROYCE & ASSOCIATES LP | 992.8K | 1.9% |
| Boston Partners | 778.5K | 1.5% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 736.3K | 1.4% |
| NORTHERN TRUST CORP | 711.2K | 1.4% |
| AQR CAPITAL MANAGEMENT LLC | 709.6K | 1.4% |
| Fenimore Asset Management Inc | 681.6K | 1.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 665.9K | 1.3% |
| DG Capital Management, LLC | 660.0K | 1.3% |
| AMERIPRISE FINANCIAL INC | 591.5K | 1.2% |
| GOLDMAN SACHS GROUP INC | 588.7K | 1.1% |
| DIMENSIONAL FUND ADVISORS LP | 546.9K | 1.1% |
| Allianz Asset Management GmbH | 544.8K | 1.1% |
| WATERS PARKERSON & CO., LLC | 515.7K | 1.0% |
| BNP PARIBAS FINANCIAL MARKETS | 476.0K | 0.9% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| BlackRock, Inc. | Increased | 3.8M | 5.0M | +1.2M |
| Sunriver Management LLC | Sold Out | 968.6K | 0 | -968.6K |
| ALLIANCEBERNSTEIN L.P. | Reduced | 902.0K | 51.8K | -850.2K |
| DG Capital Management, LLC | New | 0 | 660.0K | +660.0K |
| FMR LLC | Increased | 7.5M | 8.0M | +536.2K |
| MORGAN STANLEY | Reduced | 2.0M | 1.5M | -515.9K |
| GW&K Investment Management, LLC | Reduced | 478.3K | 2.3K | -475.9K |
| MILLENNIUM MANAGEMENT LLC | Sold Out | 464.6K | 0 | -464.6K |
| AQR CAPITAL MANAGEMENT LLC | Increased | 245.8K | 709.6K | +463.8K |
| Point72 Asset Management, L.P. | Sold Out | 429.7K | 0 | -429.7K |
| Qube Research & Technologies Ltd | Reduced | 511.0K | 96.6K | -414.4K |
| JANE STREET GROUP, LLC | Sold Out | 399.9K | 0 | -399.9K |
| Dana Investment Advisors, Inc. | New | 0 | 322.8K | +322.8K |
| Nuveen, LLC | Increased | 148.6K | 464.4K | +315.8K |
| WELLINGTON MANAGEMENT GROUP LLP | Sold Out | 310.8K | 0 | -310.8K |
| Handelsbanken Fonder AB | Reduced | 276.0K | 13.9K | -262.1K |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | Increased | 204.7K | 451.3K | +246.6K |
| Trexquant Investment LP | Reduced | 335.2K | 89.4K | -245.8K |
| Boston Partners | Increased | 561.4K | 778.5K | +217.1K |
| BANK OF AMERICA CORP /DE/ | Reduced | 430.2K | 224.3K | -206.0K |
| Russell Investments Group, Ltd. | Increased | 75.4K | 279.0K | +203.6K |
| Engine Capital Management, LP | New | 0 | 202.0K | +202.0K |
| TWO SIGMA INVESTMENTS, LP | Reduced | 330.7K | 138.4K | -192.3K |
| WCM INVESTMENT MANAGEMENT, LLC | Sold Out | 183.3K | 0 | -183.3K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Increased | 2.1M | 2.3M | +180.9K |
| Engineers Gate Manager LP | Reduced | 195.0K | 17.2K | -177.8K |
| JPMORGAN CHASE & CO | Reduced | 224.0K | 47.1K | -176.9K |
| ROYCE & ASSOCIATES LP | Increased | 825.9K | 992.8K | +166.9K |
| Cygnus Capital Advisors, LLC | New | 0 | 163.2K | +163.2K |
| GatePass Capital, LLC | Increased | 98.2K | 258.9K | +160.7K |
| PRELUDE CAPITAL MANAGEMENT, LLC | New | 0 | 157.9K | +157.9K |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | Increased | 579.6K | 736.3K | +156.7K |
| D. E. Shaw & Co., Inc. | Reduced | 268.2K | 112.2K | -156.0K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | Reduced | 139.8K | 975 | -138.9K |
| UBS Group AG | Increased | 282.0K | 411.6K | +129.6K |
| FIRST TRUST ADVISORS LP | Increased | 62.3K | 189.7K | +127.4K |
| Creative Planning | Increased | 78.2K | 195.1K | +116.9K |
| Squarepoint Ops LLC | Sold Out | 115.7K | 0 | -115.7K |
| DEUTSCHE BANK AG\ | Reduced | 172.3K | 57.7K | -114.6K |
| VANGUARD CAPITAL MANAGEMENT LLC | Increased | 2.1M | 2.3M | +113.4K |
| Summit Creek Advisors LLC | Reduced | 234.6K | 123.6K | -111.1K |
| FEDERATED HERMES, INC. | New | 0 | 100.1K | +100.1K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 1.2M | 1.3M | +98.0K |
| GOLDMAN SACHS GROUP INC | Reduced | 686.6K | 588.7K | -97.9K |
| STATE STREET CORP | Increased | 1.2M | 1.2M | +92.8K |
| Quantbot Technologies LP | Reduced | 86.2K | 302 | -85.9K |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | 557.9K | 476.0K | -81.9K |
| SG Americas Securities, LLC | Reduced | 115.6K | 40.4K | -75.2K |
| BloombergSen Inc. | Increased | 994.0K | 1.1M | +74.3K |
| PICTON MAHONEY ASSET MANAGEMENT | New | 0 | 72.9K | +72.9K |
| BARCLAYS PLC | Increased | 44.4K | 114.2K | +69.8K |
| CITADEL ADVISORS LLC | Reduced | 103.6K | 34.2K | -69.4K |
| Aquatic Capital Management LLC | Sold Out | 63.9K | 0 | -63.9K |
| ExodusPoint Capital Management, LP | Sold Out | 61.1K | 0 | -61.1K |
| GENEVA CAPITAL MANAGEMENT LLC | Reduced | 353.1K | 294.0K | -59.1K |
| BOOTHBAY FUND MANAGEMENT, LLC | Sold Out | 58.5K | 0 | -58.5K |
| NORTHERN TRUST CORP | Reduced | 769.0K | 711.2K | -57.8K |
| TUDOR INVESTMENT CORP ET AL | Increased | 156.8K | 213.6K | +56.8K |
| MARSHALL WACE, LLP | Increased | 20.0K | 74.4K | +54.4K |
| BANK OF MONTREAL /CAN/ | Reduced | 3.5M | 3.5M | -54.2K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.