CBZ US Equity

CBIZ, Inc.

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Industrials · Services-Business Services, NEC · CIK 944148 · FYE 1231

$46.70

+2.24 (+5.04%)

USD · as of 2026-07-28 · marketstack

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Institutional ownership· 13F filers holding CBZ · 2026-Q1 methodology → sources →

262 holders

% of shares outstanding held

95.1%

Shares held (13F)

52,353,581

Reporting holders

262

Top holders

largest 100 of 262 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	FMR LLC	7,511,0437.5M	$202M	13.64%	ADD 5%
2	BlackRock, Inc.	3,811,9253.8M	$102M	6.92%	ADD 6%
3	BANK OF MONTREAL /CAN/	3,507,9053.5M	$94M	6.37%	ADD 56%
4	22C Capital LLC	3,202,2673.2M	$86M	5.81%	—
5	VANGUARD CAPITAL MANAGEMENT LLC	2,146,5872.1M	$58M	3.90%	NEW†
6	VANGUARD PORTFOLIO MANAGEMENT LLC	2,072,8242.1M	$56M	3.76%	NEW†
7	MORGAN STANLEY	2,008,6252.0M	$54M	3.65%	TRIM -38%
8	ALLIANCEBERNSTEIN L.P.	901,973901,973	$46M	1.64%	ADD 1573%
9	GEODE CAPITAL MANAGEMENT, LLC	1,159,3791.2M	$31M	2.11%	—
10	STATE STREET CORP	1,151,7091.2M	$31M	2.09%	—
11	P2 Capital Partners, LLC	1,140,6741.1M	$31M	2.07%	TRIM -36%
12	BloombergSen Inc.	994,029994,029	$27M	1.80%	TRIM -3%
13	Sunriver Management LLC	968,631968,631	$26M	1.76%	TRIM -2%
14	ROYCE & ASSOCIATES LP	825,862825,862	$22M	1.50%	ADD 25%
15	NORTHERN TRUST CORP	769,003769,003	$21M	1.40%	TRIM -16%
16	GOLDMAN SACHS GROUP INC	686,627686,627	$18M	1.25%	ADD 8%
17	Fenimore Asset Management Inc	682,222682,222	$18M	1.24%	ADD 51%
18	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	622,267622,267	$17M	1.13%	ADD 16%
19	AMERIPRISE FINANCIAL INC	600,955600,955	$16M	1.09%	ADD 4615%
20	SILVERCREST ASSET MANAGEMENT GROUP LLC	579,597579,597	$16M	1.05%	TRIM -34%
21	Boston Partners	561,400561,400	$15M	1.02%	NEW
22	BNP PARIBAS FINANCIAL MARKETS	557,857557,857	$15M	1.01%	ADD 2701%
23	DIMENSIONAL FUND ADVISORS LP	546,850546,850	$15M	0.99%	TRIM -7%
24	Allianz Asset Management GmbH	544,846544,846	$15M	0.99%	NEW
25	WATERS PARKERSON & CO., LLC	523,042523,042	$14M	0.95%	ADD 20%
26	Qube Research & Technologies Ltd	511,013511,013	$14M	0.93%	ADD 904%
27	GW&K Investment Management, LLC	478,267478,267	$13M	0.87%	TRIM -39%
28	MILLENNIUM MANAGEMENT LLC	464,648464,648	$12M	0.84%	ADD 1370%
29	BANK OF AMERICA CORP /DE/	430,238430,238	$12M	0.78%	TRIM -3%
30	Point72 Asset Management, L.P.	429,664429,664	$12M	0.78%	NEW
31	JANE STREET GROUP, LLC	399,920399,920	$11M	0.73%	ADD 1248%
32	PRUDENTIAL FINANCIAL INC	357,917357,917	$10M	0.65%	NEW
33	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	357,180357,180	$10M	0.65%	NEW
34	GENEVA CAPITAL MANAGEMENT LLC	353,138353,138	$9M	0.64%	TRIM -12%
35	VANGUARD FIDUCIARY TRUST CO	344,803344,803	$9M	0.63%	NEW
36	LOOMIS SAYLES & CO L P	340,203340,203	$9M	0.62%	NEW
37	MONTRUSCO BOLTON INVESTMENTS INC.	340,021340,021	$9M	0.62%	ADD 15%
38	Trexquant Investment LP	335,197335,197	$9M	0.61%	NEW
39	TWO SIGMA INVESTMENTS, LP	330,685330,685	$9M	0.60%	NEW
40	WELLINGTON MANAGEMENT GROUP LLP	310,838310,838	$8M	0.56%	TRIM -29%
41	UBS Group AG	282,003282,003	$8M	0.51%	ADD 266%
42	Handelsbanken Fonder AB	276,000276,000	$7M	0.50%	TRIM -51%
43	ROYAL BANK OF CANADA	274,198274,198	$7M	0.50%	TRIM -21%
44	D. E. Shaw & Co., Inc.	268,219268,219	$7M	0.49%	ADD 628%
45	AQR CAPITAL MANAGEMENT LLC	245,803245,803	$7M	0.45%	ADD 1834%
46	Summit Creek Advisors LLC	234,632234,632	$6M	0.43%	TRIM -11%
47	JPMORGAN CHASE & CO	223,989223,989	$6M	0.41%	ADD 334%
48	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	204,662204,662	$5M	0.37%	ADD 11%
49	Engineers Gate Manager LP	195,028195,028	$5M	0.35%	ADD 732%
50	WCM INVESTMENT MANAGEMENT, LLC	183,268183,268	$5M	0.33%	TRIM -33%
51	Quantinno Capital Management LP	175,005175,005	$5M	0.32%	ADD 544%
52	Clearline Capital LP	174,345174,345	$5M	0.32%	ADD 639%
53	DEUTSCHE BANK AG\	172,307172,307	$5M	0.31%	TRIM -32%
54	Allspring Global Investments Holdings, LLC	173,726173,726	$5M	0.32%	TRIM -82%
55	Bank of New York Mellon Corp	166,787166,787	$4M	0.30%	ADD 18%
56	BLAIR WILLIAM & CO/IL	164,674164,674	$4M	0.30%	ADD 10%
57	FIRST MANHATTAN CO. LLC.	160,975160,975	$4M	0.29%	ADD 16%
58	TUDOR INVESTMENT CORP ET AL	156,796156,796	$4M	0.28%	NEW
59	Corient Private Wealth LLC	156,265156,265	$4M	0.28%	ADD 1127%
60	Nuveen, LLC	148,612148,612	$4M	0.27%	ADD 31%
61	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	139,840139,840	$4M	0.25%	—
62	Edgestream Partners, L.P.	134,491134,491	$4M	0.24%	NEW
63	Invesco Ltd.	122,063122,063	$3M	0.22%	ADD 35%
64	Squarepoint Ops LLC	115,708115,708	$3M	0.21%	NEW
65	SG Americas Securities, LLC	115,579115,579	$3M	0.21%	TRIM -84%
66	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	111,590111,590	$3M	0.20%	ADD 76%
67	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	110,367110,367	$3M	0.20%	—
68	XTX Topco Ltd	107,801107,801	$3M	0.20%	ADD 102%
69	STIFEL FINANCIAL CORP	107,035107,035	$3M	0.19%	ADD 3%
70	CITADEL ADVISORS LLC	103,645103,645	$3M	0.19%	TRIM -66%
71	GatePass Capital, LLC	98,16398,163	$3M	0.18%	NEW
72	VICTORY CAPITAL MANAGEMENT INC	97,33597,335	$3M	0.18%	ADD 274%
73	Swiss National Bank	96,80096,800	$3M	0.18%	—
74	Quantbot Technologies LP	86,16886,168	$2M	0.16%	ADD 1540%
75	Creative Planning	78,22378,223	$2M	0.14%	ADD 183%
76	Russell Investments Group, Ltd.	75,35775,357	$2M	0.14%	TRIM -55%
77	Bridge City Capital, LLC	65,04265,042	$2M	0.12%	TRIM -28%
78	Aquatic Capital Management LLC	63,86763,867	$2M	0.12%	NEW
79	RHUMBLINE ADVISERS	63,72563,725	$2M	0.12%	—
80	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	63,11063,110	$2M	0.11%	ADD 36%
81	FIRST TRUST ADVISORS LP	62,28662,286	$2M	0.11%	ADD 236%
82	ExodusPoint Capital Management, LP	61,14461,144	$2M	0.11%	TRIM -38%
83	PRICE T ROWE ASSOCIATES INC /MD/	59,34859,348	$2M	0.11%	ADD 22%
84	BOOTHBAY FUND MANAGEMENT, LLC	58,53358,533	$2M	0.11%	NEW
85	WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	57,64557,645	$2M	0.10%	—
86	Pathstone Holdings, LLC	57,25357,253	$2M	0.10%	ADD 533%
87	Jump Financial, LLC	55,10055,100	$1M	0.10%	NEW
88	Balyasny Asset Management L.P.	54,87154,871	$1M	0.10%	ADD 172%
89	CHATHAM CAPITAL GROUP, INC.	49,95749,957	$1M	0.09%	—
90	CAPITAL FUND MANAGEMENT S.A.	49,52249,522	$1M	0.09%	NEW
91	SUSQUEHANNA INTERNATIONAL GROUP, LLP	45,32845,328	$1M	0.08%	TRIM -27%
92	Taylor Frigon Capital Management LLC	45,29745,297	$1M	0.08%	—
93	BARCLAYS PLC	44,38344,383	$1M	0.08%	TRIM -53%
94	Campbell & CO Investment Adviser LLC	43,55843,558	$1M	0.08%	TRIM -43%
95	VANGUARD ASSET MANAGEMENT, Ltd	43,53343,533	$1M	0.08%	NEW
96	Private Advisor Group, LLC	42,65242,652	$1M	0.08%	—
97	Legal & General Group Plc	41,79141,791	$1M	0.08%	TRIM -19%
98	ENVESTNET ASSET MANAGEMENT INC	41,59841,598	$1M	0.08%	ADD 4%
99	Schonfeld Strategic Advisors LLC	40,21840,218	$1M	0.07%	NEW
100	GREAT LAKES ADVISORS, LLC	39,38939,389	$1M	0.07%	—

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

FMR LLC

979K

1.0M

1.9M

3.0M

7.1M

7.5M

$202M

BlackRock, Inc.

3.7M

3.6M

3.8M

3.5M

3.6M

3.8M

$102M

BANK OF MONTREAL /CAN/

—

2.3M

3.5M

$94M

22C Capital LLC

—

3.2M

$86M

VANGUARD CAPITAL MANAGEMENT LLC

—

2.1M

$58M

VANGUARD PORTFOLIO MANAGEMENT LLC

—

2.1M

$56M

MORGAN STANLEY

3.1M

3.3M

3.4M

3.3M

2.0M

$54M

ALLIANCEBERNSTEIN L.P.

54K

902K

$46M

GEODE CAPITAL MANAGEMENT, LLC

1.1M

1.2M

1.1M

1.2M

$31M

STATE STREET CORP

1.2M

1.1M

1.2M

$31M

P2 Capital Partners, LLC

1.8M

1.9M

1.8M

1.7M

1.8M

1.1M

$31M

BloombergSen Inc.

1.0M

1.1M

1.0M

994K

$27M

Sunriver Management LLC

—

597K

989K

969K

$26M

ROYCE & ASSOCIATES LP

209K

210K

135K

659K

826K

$22M

NORTHERN TRUST CORP

941K

932K

897K

934K

911K

769K

$21M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	262	52,353,581	95.1%	$1.4B
2025-Q4

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Activists & large holders· Schedule 13D/G beneficial owners · CBZ

Large holders — 13G, passive (top 5 of 7 by % of class)

Holder	% of class	Type	As of
FMR LLC	15%	QII	2026-03-31	SEC →
BANK OF MONTREAL /CAN/	6.37%	QII	2026-03-31	SEC →
Winn David Randall	5.16%	Passive	2025-05-01	SEC →
MORGAN STANLEY	3%	QII	2026-03-31	SEC →
Durable Capital Partners LP	3%	QII	2025-12-31

Institutional ownership· 13F filers holding CBZ · 2026-Q1 methodology → sources →

262 holders

% of shares outstanding held

95.1%

Shares held (13F)

52,353,581

Reporting holders

262

Top holders

largest 100 of 262 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	FMR LLC	7,511,0437.5M	$202M	13.64%	ADD 5%
2	BlackRock, Inc.	3,811,9253.8M	$102M	6.92%	ADD 6%
3	BANK OF MONTREAL /CAN/	3,507,9053.5M	$94M	6.37%	ADD 56%
4	22C Capital LLC	3,202,2673.2M	$86M	5.81%	—
5	VANGUARD CAPITAL MANAGEMENT LLC	2,146,5872.1M	$58M	3.90%	NEW†
6	VANGUARD PORTFOLIO MANAGEMENT LLC	2,072,8242.1M	$56M	3.76%	NEW†
7	MORGAN STANLEY	2,008,6252.0M	$54M	3.65%	TRIM -38%
8	ALLIANCEBERNSTEIN L.P.	901,973901,973	$46M	1.64%	ADD 1573%
9	GEODE CAPITAL MANAGEMENT, LLC	1,159,3791.2M	$31M	2.11%	—
10	STATE STREET CORP	1,151,7091.2M	$31M	2.09%	—
11	P2 Capital Partners, LLC	1,140,6741.1M	$31M	2.07%	TRIM -36%
12	BloombergSen Inc.	994,029994,029	$27M	1.80%	TRIM -3%
13	Sunriver Management LLC	968,631968,631	$26M	1.76%	TRIM -2%
14	ROYCE & ASSOCIATES LP	825,862825,862	$22M	1.50%	ADD 25%
15	NORTHERN TRUST CORP	769,003769,003	$21M	1.40%	TRIM -16%
16	GOLDMAN SACHS GROUP INC	686,627686,627	$18M	1.25%	ADD 8%
17	Fenimore Asset Management Inc	682,222682,222	$18M	1.24%	ADD 51%
18	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	622,267622,267	$17M	1.13%	ADD 16%
19	AMERIPRISE FINANCIAL INC	600,955600,955	$16M	1.09%	ADD 4615%
20	SILVERCREST ASSET MANAGEMENT GROUP LLC	579,597579,597	$16M	1.05%	TRIM -34%
21	Boston Partners	561,400561,400	$15M	1.02%	NEW
22	BNP PARIBAS FINANCIAL MARKETS	557,857557,857	$15M	1.01%	ADD 2701%
23	DIMENSIONAL FUND ADVISORS LP	546,850546,850	$15M	0.99%	TRIM -7%
24	Allianz Asset Management GmbH	544,846544,846	$15M	0.99%	NEW
25	WATERS PARKERSON & CO., LLC	523,042523,042	$14M	0.95%	ADD 20%
26	Qube Research & Technologies Ltd	511,013511,013	$14M	0.93%	ADD 904%
27	GW&K Investment Management, LLC	478,267478,267	$13M	0.87%	TRIM -39%
28	MILLENNIUM MANAGEMENT LLC	464,648464,648	$12M	0.84%	ADD 1370%
29	BANK OF AMERICA CORP /DE/	430,238430,238	$12M	0.78%	TRIM -3%
30	Point72 Asset Management, L.P.	429,664429,664	$12M	0.78%	NEW
31	JANE STREET GROUP, LLC	399,920399,920	$11M	0.73%	ADD 1248%
32	PRUDENTIAL FINANCIAL INC	357,917357,917	$10M	0.65%	NEW
33	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	357,180357,180	$10M	0.65%	NEW
34	GENEVA CAPITAL MANAGEMENT LLC	353,138353,138	$9M	0.64%	TRIM -12%
35	VANGUARD FIDUCIARY TRUST CO	344,803344,803	$9M	0.63%	NEW
36	LOOMIS SAYLES & CO L P	340,203340,203	$9M	0.62%	NEW
37	MONTRUSCO BOLTON INVESTMENTS INC.	340,021340,021	$9M	0.62%	ADD 15%
38	Trexquant Investment LP	335,197335,197	$9M	0.61%	NEW
39	TWO SIGMA INVESTMENTS, LP	330,685330,685	$9M	0.60%	NEW
40	WELLINGTON MANAGEMENT GROUP LLP	310,838310,838	$8M	0.56%	TRIM -29%
41	UBS Group AG	282,003282,003	$8M	0.51%	ADD 266%
42	Handelsbanken Fonder AB	276,000276,000	$7M	0.50%	TRIM -51%
43	ROYAL BANK OF CANADA	274,198274,198	$7M	0.50%	TRIM -21%
44	D. E. Shaw & Co., Inc.	268,219268,219	$7M	0.49%	ADD 628%
45	AQR CAPITAL MANAGEMENT LLC	245,803245,803	$7M	0.45%	ADD 1834%
46	Summit Creek Advisors LLC	234,632234,632	$6M	0.43%	TRIM -11%
47	JPMORGAN CHASE & CO	223,989223,989	$6M	0.41%	ADD 334%
48	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	204,662204,662	$5M	0.37%	ADD 11%
49	Engineers Gate Manager LP	195,028195,028	$5M	0.35%	ADD 732%
50	WCM INVESTMENT MANAGEMENT, LLC	183,268183,268	$5M	0.33%	TRIM -33%
51	Quantinno Capital Management LP	175,005175,005	$5M	0.32%	ADD 544%
52	Clearline Capital LP	174,345174,345	$5M	0.32%	ADD 639%
53	DEUTSCHE BANK AG\	172,307172,307	$5M	0.31%	TRIM -32%
54	Allspring Global Investments Holdings, LLC	173,726173,726	$5M	0.32%	TRIM -82%
55	Bank of New York Mellon Corp	166,787166,787	$4M	0.30%	ADD 18%
56	BLAIR WILLIAM & CO/IL	164,674164,674	$4M	0.30%	ADD 10%
57	FIRST MANHATTAN CO. LLC.	160,975160,975	$4M	0.29%	ADD 16%
58	TUDOR INVESTMENT CORP ET AL	156,796156,796	$4M	0.28%	NEW
59	Corient Private Wealth LLC	156,265156,265	$4M	0.28%	ADD 1127%
60	Nuveen, LLC	148,612148,612	$4M	0.27%	ADD 31%
61	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	139,840139,840	$4M	0.25%	—
62	Edgestream Partners, L.P.	134,491134,491	$4M	0.24%	NEW
63	Invesco Ltd.	122,063122,063	$3M	0.22%	ADD 35%
64	Squarepoint Ops LLC	115,708115,708	$3M	0.21%	NEW
65	SG Americas Securities, LLC	115,579115,579	$3M	0.21%	TRIM -84%
66	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	111,590111,590	$3M	0.20%	ADD 76%
67	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	110,367110,367	$3M	0.20%	—
68	XTX Topco Ltd	107,801107,801	$3M	0.20%	ADD 102%
69	STIFEL FINANCIAL CORP	107,035107,035	$3M	0.19%	ADD 3%
70	CITADEL ADVISORS LLC	103,645103,645	$3M	0.19%	TRIM -66%
71	GatePass Capital, LLC	98,16398,163	$3M	0.18%	NEW
72	VICTORY CAPITAL MANAGEMENT INC	97,33597,335	$3M	0.18%	ADD 274%
73	Swiss National Bank	96,80096,800	$3M	0.18%	—
74	Quantbot Technologies LP	86,16886,168	$2M	0.16%	ADD 1540%
75	Creative Planning	78,22378,223	$2M	0.14%	ADD 183%
76	Russell Investments Group, Ltd.	75,35775,357	$2M	0.14%	TRIM -55%
77	Bridge City Capital, LLC	65,04265,042	$2M	0.12%	TRIM -28%
78	Aquatic Capital Management LLC	63,86763,867	$2M	0.12%	NEW
79	RHUMBLINE ADVISERS	63,72563,725	$2M	0.12%	—
80	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	63,11063,110	$2M	0.11%	ADD 36%
81	FIRST TRUST ADVISORS LP	62,28662,286	$2M	0.11%	ADD 236%
82	ExodusPoint Capital Management, LP	61,14461,144	$2M	0.11%	TRIM -38%
83	PRICE T ROWE ASSOCIATES INC /MD/	59,34859,348	$2M	0.11%	ADD 22%
84	BOOTHBAY FUND MANAGEMENT, LLC	58,53358,533	$2M	0.11%	NEW
85	WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	57,64557,645	$2M	0.10%	—
86	Pathstone Holdings, LLC	57,25357,253	$2M	0.10%	ADD 533%
87	Jump Financial, LLC	55,10055,100	$1M	0.10%	NEW
88	Balyasny Asset Management L.P.	54,87154,871	$1M	0.10%	ADD 172%
89	CHATHAM CAPITAL GROUP, INC.	49,95749,957	$1M	0.09%	—
90	CAPITAL FUND MANAGEMENT S.A.	49,52249,522	$1M	0.09%	NEW
91	SUSQUEHANNA INTERNATIONAL GROUP, LLP	45,32845,328	$1M	0.08%	TRIM -27%
92	Taylor Frigon Capital Management LLC	45,29745,297	$1M	0.08%	—
93	BARCLAYS PLC	44,38344,383	$1M	0.08%	TRIM -53%
94	Campbell & CO Investment Adviser LLC	43,55843,558	$1M	0.08%	TRIM -43%
95	VANGUARD ASSET MANAGEMENT, Ltd	43,53343,533	$1M	0.08%	NEW
96	Private Advisor Group, LLC	42,65242,652	$1M	0.08%	—
97	Legal & General Group Plc	41,79141,791	$1M	0.08%	TRIM -19%
98	ENVESTNET ASSET MANAGEMENT INC	41,59841,598	$1M	0.08%	ADD 4%
99	Schonfeld Strategic Advisors LLC	40,21840,218	$1M	0.07%	NEW
100	GREAT LAKES ADVISORS, LLC	39,38939,389	$1M	0.07%	—

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

FMR LLC

979K

1.0M

1.9M

3.0M

7.1M

7.5M

$202M

BlackRock, Inc.

3.7M

3.6M

3.8M

3.5M

3.6M

3.8M

$102M

BANK OF MONTREAL /CAN/

—

2.3M

3.5M

$94M

22C Capital LLC

—

3.2M

$86M

VANGUARD CAPITAL MANAGEMENT LLC

—

2.1M

$58M

VANGUARD PORTFOLIO MANAGEMENT LLC

—

2.1M

$56M

MORGAN STANLEY

3.1M

3.3M

3.4M

3.3M

2.0M

$54M

ALLIANCEBERNSTEIN L.P.

54K

902K

$46M

GEODE CAPITAL MANAGEMENT, LLC

1.1M

1.2M

1.1M

1.2M

$31M

STATE STREET CORP

1.2M

1.1M

1.2M

$31M

P2 Capital Partners, LLC

1.8M

1.9M

1.8M

1.7M

1.8M

1.1M

$31M

BloombergSen Inc.

1.0M

1.1M

1.0M

994K

$27M

Sunriver Management LLC

—

597K

989K

969K

$26M

ROYCE & ASSOCIATES LP

209K

210K

135K

659K

826K

$22M

NORTHERN TRUST CORP

941K

932K

897K

934K

911K

769K

$21M

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	262	52,353,581	95.1%	$1.4B
2025-Q4

Short interest has its own tab now — open SI →

Activists & large holders· Schedule 13D/G beneficial owners · CBZ

Large holders — 13G, passive (top 5 of 7 by % of class)

Holder	% of class	Type	As of
FMR LLC	15%	QII	2026-03-31	SEC →
BANK OF MONTREAL /CAN/	6.37%	QII	2026-03-31	SEC →
Winn David Randall	5.16%	Passive	2025-05-01	SEC →
MORGAN STANLEY	3%	QII	2026-03-31	SEC →
Durable Capital Partners LP	3%	QII	2025-12-31

CBZ US Equity☆

Institutional ownership· 13F filers holding CBZ · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · CBZ

Institutional ownership· 13F filers holding CBZ · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · CBZ

CBZ US Equity