CBIZ, Inc. — Institutional Ownership
Which tracked institutions hold CBZ, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.
23
Funds holding
$383311416
Total value held
Buying
18 added/new · 5 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $102350185 | 3811925 | +213638 | +5.94% |
| 2 | Bank Of Montreal /Can/ | $94187250 | 3507905 | — | NEW BUY |
| 3 | Morgan Stanley | $53931619 | 2008625 | -1242730 | -38.22% |
| 4 | State Street Corp | $30923387 | 1151709 | +2819 | +0.25% |
| 5 | Northern Trust Corp | $20647731 | 769003 | -141739 | -15.56% |
| 6 | Goldman Sachs Group Inc | $18435935 | 686627 | +51193 | +8.06% |
| 7 | Ameriprise Financial Inc | $16135642 | 600955 | +588210 | +4615.22% |
| 8 | Bank Of America Corp /De/ | $11551889 | 430238 | -11904 | -2.69% |
| 9 | Prudential Financial Inc | $9610071 | 357917 | — | NEW BUY |
| 10 | Royal Bank Of Canada | $7362000 | 274198 | — | NEW BUY |
| 11 | Invesco Ltd. | $4569661 | 90578 | -490154 | -84.40% |
| 12 | Bank Of New York Mellon Corp | $4478231 | 166787 | +25214 | +17.81% |
| 13 | Wells Fargo & Company/Mn | $3588407 | 71128 | +21735 | +44.00% |
| 14 | Barclays Plc | $1191683 | 44383 | — | NEW BUY |
| 15 | Citigroup Inc | $1002341 | 19868 | +430 | +2.21% |
| 16 | Raymond James Financial Inc | $918566 | 34211 | +14127 | +70.34% |
| 17 | Sei Investments Co | $869142 | 32377 | — | NEW BUY |
| 18 | Franklin Resources Inc | $641607 | 23896 | +1942 | +8.85% |
| 19 | Janus Henderson Group Plc | $581977 | 21663 | — | NEW BUY |
| 20 | Fifth Third Bancorp | $175188 | 6525 | +206 | +3.26% |
| 21 | Pnc Financial Services Group, Inc. | $121899 | 4540 | +430 | +10.46% |
| 22 | Us Bancorp \De\ | $36757 | 1369 | -22 | -1.58% |
| 23 | Amalgamated Financial Corp. | $248 | 5914 | — | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.