13F Insight
DOSSIER · 13F Holders · Q1 2026Technology · Services-Business Services, NECCyclicalNet sold
CBZ

CBIZ INC

283 institutions still hold CBIZ INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 124805102·Services-Business Services, NEC·283 13F holders·last filed Mar 31, 2026
Market cap
—
— 0.0%
vs prior quarter
13F value held
$1.0B
63.0% inst. owned
of float
Holders
283
-9 QoQ
filers reporting
Activity
+14 / −31
+774 added · −793 reduced
this quarter
Concentration
19.28%
FMR LLC #1
top holder share
AI Holders Summary · Q1 2026

283 institutions reported CBZ in Q1 2026. FMR LLC leads at 19.3% of the visible book. -9 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
FMR LLC
CIK 0000315066
$202M7.5M0.01%Q1 202602
22C Capital LLC
CIK 0002075659
$162M3.2M100.00%Q4 202503
BlackRock, Inc.
CIK 0002012383
$102M3.8M0.00%Q1 202604
BANK OF MONTREAL /CAN/
CIK 0000927971
$94M3.5M0.04%Q1 202605
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$58M2.1M0.00%Q1 202606
Vanguard Portfolio Management
CIK 0002100121
$56M2.1M0.00%Q1 202607
MORGAN STANLEY
CIK 0000895421
$54M2.0M0.00%Q1 202608
ALLIANCEBERNSTEIN L.P.
CIK 0001109448
$46M902K0.01%Q1 202609
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$31M1.2M0.00%Q1 202610
STATE STREET CORP
CIK 0000093751
$31M1.2M0.00%Q1 202611
P2 Capital Partners, LLC
CIK 0001406313
$31M1.1M14.59%Q1 202612
BloombergSen Inc.
CIK 0001484047
$27M994K2.03%Q1 202613
Sunriver Management LLC
CIK 0001663900
$26M969K4.40%Q1 202614
ROYCE & ASSOCIATES LP
CIK 0000906304
$22M826K0.22%Q1 202615
NORTHERN TRUST CORP
CIK 0000073124· Index
$21M769K0.00%Q1 202616
GOLDMAN SACHS GROUP INC
CIK 0000886982
$18M687K0.00%Q1 202617
FENIMORE ASSET MANAGEMENT INC
CIK 0000884566
$18M682K0.41%Q1 202618
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$17M622K0.00%Q1 202619
AMERIPRISE FINANCIAL INC
CIK 0000820027
$16M601K0.00%Q1 202620
CITADEL ADVISORS LLC
CIK 0001423053
$16M312K0.00%Q4 2025
Page 1 of 15
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