CBIZ, Inc. — Institutional Ownership
Which tracked institutions hold CBZ, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
31
Funds holding
$489506965
Total value held
Buying
20 added/new · 11 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $159494896 | 4971786 | +1159861 | +30.43% |
| 2 | Bank Of Montreal /Can/ | $110795434 | 3453723 | -54182 | -1.54% |
| 3 | Morgan Stanley | $47887007 | 1492737 | -515888 | -25.68% |
| 4 | State Street Corp | $39925260 | 1244553 | +92844 | +8.06% |
| 5 | Northern Trust Corp | $22814269 | 711168 | -57835 | -7.52% |
| 6 | Ameriprise Financial Inc | $18974359 | 591470 | +591470 | NEW BUY |
| 7 | Goldman Sachs Group Inc | $18885047 | 588686 | -97941 | -14.26% |
| 8 | Ubs Group Ag | $13203968 | 411595 | +411595 | NEW BUY |
| 9 | Prudential Financial Inc | $13192932 | 411251 | +53334 | +14.90% |
| 10 | Royal Bank Of Canada | $7757000 | 241840 | -32358 | -11.80% |
| 11 | Bank Of America Corp /De/ | $7194100 | 224255 | -205983 | -47.88% |
| 12 | Bank Of New York Mellon Corp | $6050961 | 188621 | +21834 | +13.09% |
| 13 | Invesco Ltd. | $4156316 | 129561 | +129561 | NEW BUY |
| 14 | Barclays Plc | $3662156 | 114157 | +69774 | +157.21% |
| 15 | Stifel Financial Corp | $3341421 | 104161 | +104161 | NEW BUY |
| 16 | Federated Hermes, Inc. | $3211176 | 100099 | +100099 | NEW BUY |
| 17 | Wells Fargo & Company/Mn | $2146441 | 66909 | +32990 | +97.26% |
| 18 | Jpmorgan Chase & Co | $1594290 | 47098 | -176891 | -78.97% |
| 19 | Citigroup Inc | $869464 | 27103 | +7235 | +36.42% |
| 20 | Franklin Resources Inc | $813805 | 25368 | +1472 | +6.16% |
| 21 | Sei Investments Co | $710186 | 22143 | -10234 | -31.61% |
| 22 | Citizens Financial Group Inc/Ri | $639226 | 19926 | +19926 | NEW BUY |
| 23 | Raymond James Financial Inc | $629121 | 19611 | -14600 | -42.68% |
| 24 | Janus Henderson Group Plc | $581977 | 21663 | +21663 | NEW BUY |
| 25 | Allstate Corp | $388938 | 12124 | +12124 | NEW BUY |
| 26 | Fifth Third Bancorp | $203129 | 6332 | -193 | -2.96% |
| 27 | Zions Bancorporation, National Association /Ut/ | $199698 | 6225 | +6225 | NEW BUY |
| 28 | Pnc Financial Services Group, Inc. | $109201 | 3404 | -1136 | -25.02% |
| 29 | Us Bancorp \De\ | $66438 | 2071 | +702 | +51.28% |
| 30 | Southstate Bank Corp | $8501 | 265 | +265 | NEW BUY |
| 31 | Amalgamated Financial Corp. | $248 | 5914 | +5914 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.