Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in CBZ held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | 7.5M | $201.7M | +5.3% | 13.703% | 0.01% |
| 2 | BlackRock, Inc. | 3.8M | $102.4M | +5.9% | 6.954% | 0.00% |
| 3 | BANK OF MONTREAL /CAN/ | 3.5M | $94.2M | +55.8% | 6.400% | 0.04% |
| 4 | 22C Capital LLC | 3.2M | $86.0M | 0.0% | 5.842% | 100.00% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 2.1M | $57.6M | — | 3.916% | 0.00% |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.1M | $55.7M | — | 3.782% | 0.00% |
| 7 | MORGAN STANLEY | 2.0M | $53.9M | -38.2% | 3.664% | 0.00% |
| 8 | ALLIANCEBERNSTEIN L.P. | 902K | $45.5M | +1572.8% | 1.646% | 0.01% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 1.2M | $31.1M | +1.2% | 2.115% | 0.00% |
| 10 | STATE STREET CORP | 1.2M | $30.9M | +0.3% | 2.101% | 0.00% |
| 11 | P2 Capital Partners, LLC | 1.1M | $30.6M | -35.7% | 2.081% | 14.59% |
| 12 | BloombergSen Inc. | 994K | $26.7M | -3.3% | 1.813% | 2.33% |
| 13 | Sunriver Management LLC | 969K | $26.0M | -2.1% | 1.767% | 4.40% |
| 14 | ROYCE & ASSOCIATES LP | 826K | $22.2M | +25.3% | 1.507% | 0.22% |
| 15 | NORTHERN TRUST CORP | 769K | $20.6M | -15.6% | 1.403% | 0.00% |
| 16 | GOLDMAN SACHS GROUP INC | 687K | $18.4M | +8.1% | 1.253% | 0.00% |
| 17 | FENIMORE ASSET MANAGEMENT INC | 682K | $18.3M | +50.7% | 1.245% | 0.41% |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 622K | $16.7M | +16.3% | 1.135% | 0.00% |
| 19 | AMERIPRISE FINANCIAL INC | 601K | $16.1M | +4615.2% | 1.096% | 0.00% |
| 20 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 580K | $15.6M | -33.7% | 1.057% | 0.11% |
| 21 | Boston Partners | 561K | $15.1M | — | 1.024% | 0.02% |
| 22 | BNP PARIBAS ARBITRAGE, SA | 558K | $15.0M | +2701.5% | 1.018% | 0.01% |
| 23 | DIMENSIONAL FUND ADVISORS LP | 547K | $14.7M | -7.3% | 0.998% | 0.00% |
| 24 | Allianz Asset Management GmbH | 545K | $14.6M | — | 0.994% | 0.02% |
| 25 | WATERS PARKERSON & CO., LLC | 523K | $14.0M | +19.6% | 0.954% | 0.72% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in CBZ — a direct measure of their conviction.
Filings activity in CBZ during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new CBZ position in Q1 2026
Institutions that fully closed their CBZ position in Q1 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 258 | 2.6% | 71.46% | 62.33 pp | $1.38B | 47% |
| Q4 2025 | 265 | +1.5% | 133.79% | +2.10 pp | $2.59B | +1.6% |
| Q3 2025 | 261 | 4.7% | 131.69% | 33.26 pp | $2.55B | 20% |
| Q2 2025 | 274 | 3.5% | 164.95% | +5.01 pp | $3.19B | +3.1% |
| Q1 2025 | 284 | +1.8% | 159.94% | 15.86 pp | $3.09B | 9.0% |
| Q4 2024 | 279 | 0.4% | 175.80% | +34.33 pp | $3.40B | +24% |
| Q3 2024 | 280 | +2.2% | 141.47% | 24.16 pp | $2.73B | 15% |
| Q2 2024 | 274 | — | 165.63% | — | $3.20B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying CBZ stock.
Based on Q1 2026 13F filings, institutional ownership of CBIZ, Inc. stands at 71.5%, held across 258 reporting institutions.
FMR LLC is the largest reported institutional holder of CBZ, with approximately 7,511,043 shares worth $0.20B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of CBZ.
Our composite Smart Money Score for CBZ is 22 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
63 institutions opened new positions in CBZ during Q1 2026, while 70 fully exited. 44 added to existing positions and 149 trimmed.
CBZ institutional ownership fell by 62.33 percentage points quarter-over-quarter, with a net change of -7 holders.
The top 10 institutions account for 55.0% of all reported 13F value in CBZ, and the top 25 account for 75.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
CBIZ, Inc. (CBZ) Institutional Ownership