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CBZ Institutional Ownership & 13F Holders | SmartMoneyDB

CBZCBIZ INC

COM · CUSIP 124805102

Smart Money Ownership

Of the 11 tracked institutions holding CBZ, 5 have a 3-year clone track record — 5 of them beat the S&P. Average holder's clone alpha: +5.6pt. It's a gauge of who owns the name, not just how many.

PRICE T ROWE ASSOCIATES INC /MD/

$1.6M

+2.7pt

CBZ (CBIZ INC) Institutional Ownership Summary

Among the 11 tracked institutional investors we monitor, CBZ (CBIZ INC) is held with a combined value of $622.98M across 18,950,055 shares. The largest holder is VANGUARD GROUP INC with a position worth $244.06M. Point72 Asset Management, L.P. opened a new position in the most recent quarter. 7 funds increased their holdings. 3 funds reduced their position.

Total Institutional Value

$622.98M

Total Shares Held

18,950,055

Institutional Holders

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

MILLENNIUM MANAGEMENT LLC+1370% shares~$11.6M Point72 Asset Management, L.P.New position~$11.5M FMR LLC+5% shares~$10.2M AQR CAPITAL MANAGEMENT LLC+1834% shares~$6.3M BlackRock, Inc.+6% shares~$5.7M

13F Institutional Holders

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MILLENNIUM MANAGEMENT LLC

0.01% of book+1370.2%

$12.48M

Point72 Asset Management, L.P.

0.02% of bookNew

$11.54M

WELLINGTON MANAGEMENT GROUP LLP

0.00% of book-29.4%

$8.35M

AQR CAPITAL MANAGEMENT LLC

0.00% of book+1834.4%

PRICE T ROWE ASSOCIATES INC /MD/

0.00% of book+22.1%

$1.59M

#	Fund	Value↓	Shares	Portfolio %	Change
1	VANGUARD GROUP INC	$244.06M	4,837,727	0.00%	-1.0%
2	FMR LLC	$201.67M	7,511,043	0.01%	+5.3%
3	BlackRock, Inc.	$102.35M	3,811,925	0.00%	+5.9%
4	STATE STREET CORP	$30.92M	1,151,709	0.00%	+0.2%
5	MILLENNIUM MANAGEMENT LLC	$12.48M	464,648	0.01%	+1370.2%
6	Point72 Asset Management, L.P.	$11.54M	429,664	0.02%	New
7	WELLINGTON MANAGEMENT GROUP LLP	$8.35M	310,838	0.00%	-29.4%
8	AQR CAPITAL MANAGEMENT LLC	$6.60M	245,803	0.00%	+1834.4%
9	CITADEL ADVISORS LLC	$2.78M	103,645	0.00%	-66.3%
10	PRICE T ROWE ASSOCIATES INC /MD/	$1.59M	59,348	0.00%	+22.1%

Congress Trading

2 members · 6 disclosed trades in CBZ

Member	Type	Amount	Date
Gilbert Cisneros	Sell	$1,001 - $15,000	Jun 30, 2026
Josh Gottheimer	Buy	$1,001 - $15,000	Apr 6, 2026
Josh Gottheimer	Sell	$1,001 - $15,000	Mar 5, 2026
Josh Gottheimer	Sell	$1,001 - $15,000

Frequently Asked Questions

Which institutional investors own the most CBZ stock?

As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of CBZ with a position worth $244.06M, representing 0.00% of their portfolio. In total, 11 institutional investors hold CBZ with a combined value of $622.98M.

Are hedge funds buying or selling CBZ?

In the most recent quarter, 1 fund opened a new position in CBZ. Additionally, 7 increased their holdings and 3 reduced their positions.

What percentage of CBZ is owned by institutional investors?

Institutional investors hold $622.98M worth of CBZ stock across 11 positions. The largest institutional holder is VANGUARD GROUP INC with $244.06M in holdings.

What is a 13F filing and why does it matter for CBZ?

A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For CBZ, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.

Track CBZ institutional moves

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