Cbiz, Inc. 13F holders
261 funds reported a position in Cbiz, Inc. in their 13F for the quarter ended 30 June 2026, together 51.2 million shares worth $1.64 billion. Against the quarter before, 38 opened a position, 103 added, 65 trimmed and 44 sold out; together they sold a net 1.1 million shares. The largest holders: FMR LLC, BlackRock, Inc. and Bank of Montreal.
Funds holding261-3 on Q1 2026
Shares they held51.2Mworth $1.64 billion
Net sold on the quarter1.1M sharesabout $35.1 million at the funds' values
Funds buying to selling141 to 109opened or added, to cut or sold
Opened 38Added 103Held 50Trimmed 65Sold out 44
What each fund did in CBZ against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in CBZ in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
2,671 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 41 reported a position in Cbiz, Inc.: 9 opened one, 6 added, 12 trimmed and 7 sold out, a net 1.1 million shares sold.
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 5 reported a position in Cbiz, Inc. in a 13F for the quarter ended 30 June 2026. The largest: FMR LLC, 8.0 million shares worth $258.2 million, 0.0% of its reported book. New this quarter: Bridgewater Associates. Sold out: Millennium Management, Point72 Asset Management. In the quarter, 3 funds added or opened a position and 4 trimmed or sold out; together they sold a net 510,663 shares, about $16.4 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| FMR LLC | 8,047,282 | $258.2 million | 0.0% | +536,239 | added | 30 June 2026 | 13F |
| Geode Capital Management | 1,257,357 | $40.3 million | 0.0% | +97,978 | added | 30 June 2026 | 13F |
| Two Sigma Investments | 138,434 | $4.4 million | 0.0% | -192,251 | trimmed | 30 June 2026 | 13F |
| Citadel Advisors | 34,235 | $1.1 million | 0.0% | -69,410 | trimmed | 30 June 2026 | 13F |
| Bridgewater Associates | 11,093 | $355,863 | 0.0% | +11,093 | new | 30 June 2026 | 13F |
| Millennium Management | 0 | $0 | 0.0% | -464,648 | exited | 30 June 2026 | 13F |
| Point72 Asset Management | 0 | $0 | 0.0% | -429,664 | exited | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| FMR LLC | 8,047,282 | 15.72% | $258.2 million | 0.01% | +536,239 | 13F |
| BlackRock, Inc. | 4,971,786 | 9.71% | $159.5 million | 0.00% | +1,159,861 | 13F |
| Bank of Montreal | 3,453,723 | 6.75% | $110.8 million | 0.04% | -54,182 | 13F |
| 22C Capital LLC | 3,202,267 | 6.25% | $102.7 million | 100.00% | no change | 13F |
| Vanguard Capital Management LLC | 2,259,967 | 4.41% | $72.5 million | 0.00% | +113,380 | 13F |
| Vanguard Portfolio Management LLC | 2,253,744 | 4.40% | $72.3 million | 0.00% | +180,920 | 13F |
| Morgan Stanley | 1,492,737 | 2.92% | $47.9 million | 0.00% | -515,888 | 13F |
| Geode Capital Management, LLC | 1,257,357 | 2.46% | $40.3 million | 0.00% | +97,978 | 13F |
| State Street Corp. | 1,244,553 | 2.43% | $39.9 million | 0.00% | +92,844 | 13F |
| P2 Capital Partners, LLC | 1,136,974 | 2.22% | $36.5 million | 14.85% | -3,700 | 13F |
| BloombergSen Inc. | 1,068,306 | 2.09% | $34.3 million | 3.83% | +74,277 | 13F |
| Royce & Associates LP | 992,770 | 1.94% | $31.8 million | 0.26% | +166,908 | 13F |
| Boston Partners | 778,451 | 1.52% | $25.7 million | 0.02% | +217,051 | 13F |
| Silvercrest Asset Management Group LLC | 736,320 | 1.44% | $23.6 million | 0.15% | +156,723 | 13F |
| Northern Trust Corp. | 711,168 | 1.39% | $22.8 million | 0.00% | -57,835 | 13F |
| AQR Capital Management LLC | 709,617 | 1.39% | $22.8 million | 0.01% | +463,814 | 13F |
| Fenimore Asset Management Inc | 681,628 | 1.33% | $21.9 million | 0.45% | -594 | 13F |
| Charles Schwab Investment Management Inc. | 665,870 | 1.30% | $21.4 million | 0.00% | +43,603 | 13F |
| DG Capital Management, LLC | 660,000 | 1.29% | $21.2 million | 8.11% | new | 13F |
| Ameriprise Financial Inc. | 591,470 | 1.16% | $19.0 million | 0.00% | -9,485 | 13F |
| Goldman Sachs Group Inc. | 588,686 | 1.15% | $18.9 million | 0.00% | -97,941 | 13F |
| Dimensional Fund Advisors LP | 546,915 | 1.07% | $17.5 million | 0.00% | +65 | 13F |
| Allianz Asset Management GmbH | 544,846 | 1.06% | $17.5 million | 0.02% | no change | 13F |
| Waters Parkerson & Co., LLC | 515,707 | 1.01% | $16.5 million | 0.82% | -7,335 | 13F |
| BNP Paribas Financial Markets | 475,961 | 0.93% | $15.3 million | 0.01% | -81,896 | 13F |
| Nuveen, LLC | 464,362 | 0.91% | $14.9 million | 0.00% | +315,750 | 13F |
| Basswood Capital Management, L.l.c. | 451,259 | 0.88% | $14.5 million | 0.62% | +246,597 | 13F |
| UBS Group AG | 411,595 | 0.80% | $13.2 million | 0.00% | +129,592 | 13F |
| Prudential Financial Inc. | 411,251 | 0.80% | $13.2 million | 0.01% | +53,334 | 13F |
| Hotchkis & Wiley Capital Management LLC | 350,500 | 0.68% | $11.2 million | 0.03% | -6,680 | 13F |
| Montrusco Bolton Investments Inc. | 342,221 | 0.67% | $11.0 million | 0.17% | +2,200 | 13F |
| Loomis Sayles & Co. L P | 339,085 | 0.66% | $10.9 million | 0.01% | -1,118 | 13F |
| Dana Investment Advisors, Inc. | 322,771 | 0.63% | $10.4 million | 0.27% | new | 13F |
| Vanguard Fiduciary Trust Co. | 322,059 | 0.63% | $10.3 million | 0.00% | -22,744 | 13F |
| Geneva Capital Management LLC | 294,044 | 0.57% | $9.4 million | 0.22% | -59,094 | 13F |
| Russell Investments Group, Ltd. | 278,966 | 0.54% | $8.9 million | 0.01% | +203,609 | 13F |
| GatePass Capital, LLC | 258,877 | 0.51% | $8.3 million | 3.17% | +160,714 | 13F |
| Royal Bank of Canada | 241,840 | 0.47% | $7.8 million | 0.00% | -32,358 | 13F |
| Allspring Global Investments Holdings, LLC | 213,598 | 0.42% | $7.3 million | 0.01% | +39,872 | 13F |
| Bank of America Corp. | 224,255 | 0.44% | $7.2 million | 0.00% | -205,983 | 13F |
| Quantinno Capital Management LP | 218,579 | 0.43% | $7.0 million | 0.01% | +43,574 | 13F |
| Tudor Investment Corp. Et Al | 213,627 | 0.42% | $6.9 million | 0.03% | +56,831 | 13F |
| Engine Capital Management, LP | 201,998 | 0.39% | $6.5 million | 0.63% | new | 13F |
| Creative Planning | 195,084 | 0.38% | $6.3 million | 0.00% | +116,861 | 13F |
| First Trust Advisors LP | 189,662 | 0.37% | $6.1 million | 0.00% | +127,376 | 13F |
| Bank of New York Mellon Corp | 188,621 | 0.37% | $6.1 million | 0.00% | +21,834 | 13F |
| Clearline Capital LP | 174,345 | 0.34% | $5.6 million | 0.36% | no change | 13F |
| First Manhattan Co. LLC. | 170,975 | 0.33% | $5.5 million | 0.01% | +10,000 | 13F |
| Edgestream Partners, L.P. | 167,963 | 0.33% | $5.4 million | 0.16% | +33,472 | 13F |
| Corient Private Wealth LP | 167,780 | 0.33% | $5.4 million | 0.01% | +11,515 | 13F |
The 50 largest of the 261 funds that reported a position in CBZ in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on CBZ
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Calls | 72,900 | $2.3 million | 30 June 2026 | 13F |
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
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They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 7 August 2026 | 13G/A | FMR LLC and 3 others | 4.5 million | 8.3% | 31 July 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 14 May 2026 | 13G/A | Capital Research Global Investors and 1 other | 0 | 0.0% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 13 May 2026 | 13G | Bank of Montreal and 19 others | 3.5 million | 7.0% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 11 May 2026 | 13G/A | Morgan Stanley and 1 other | 1.6 million | 3.0% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 6 May 2026 | 13G/A | FMR LLC and 3 others | 7.5 million | 15.0% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 26 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 17 February 2026 | 13G/A | Durable Capital Partners LP and 1 other | 1.6 million | 3.0% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 8 January 2026 | 13G/A | FMR LLC and 3 others | 7.1 million | 13.1% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 14 November 2025 | 13G/A | Durable Capital Partners LP and 1 other | 3.9 million | 7.3% | 30 September 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 5 November 2025 | 13G | FMR LLC and 3 others | 3.0 million | 5.6% | 30 September 2025 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 30 September 2026 | 95 | $54.69 | SEC |
| 23 September 2026 | 40 | $54.68 | SEC |
| 22 September 2026 | 144 | $54.68 | SEC |
| 17 September 2026 | 2,807 | $54.60 | SEC |
| 11 September 2026 | 122 | $54.63 | SEC |
| 28 August 2026 | 24,007 | $54.67 | SEC |
| 24 August 2026 | 500 | $54.66 | SEC |
| 19 August 2026 | 5 | $54.73 | SEC |
| 18 August 2026 | 71 | $54.67 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.