Who owns CBZ
256 institutions reported holding CBZ for 2026Q1, together 96% of the company, fewer than the 260 a quarter earlier.
256
Institutions reporting a position · as of 2026Q1 · down from 260 the quarter before
- Shares held by institutions
- 52.2M
Shares held by institutions · 96% of the company · long US equity positions only, as reported on Form 13F
- Reported value
- $1.42B
Reported value · at 2026-03-31 prices, not today's
- Top 5 holders
- 42%
Top 5 holders · of the whole company, between five filers
Details›
- Reporting quarter2026-03-31
- 2026Q1
- Quarters on record
- 52
- New positions
- 56
- Positions exited
- 65
- Added to
- 88
- Reduced
- 65
- Top 10 holdersof the company
- 54%
| Quarter | Filers | Shares | Reported value |
|---|---|---|---|
| 2026Q1 | 256 | 52.2M | $1.42B |
| 2025Q4 | 260 | 54.1M | $2.73B |
| 2025Q3 | 260 | 50.1M | $2.68B |
| 2025Q2 | 274 | 47.8M | $3.43B |
| 2025Q1 | 287 | 44.6M | $3.39B |
| 2024Q4 | 280 | 45.6M | $3.73B |
| 2024Q3 | 282 | 44.6M | $3.00B |
| 2024Q2 | 273 | 45.5M | $3.37B |
| 2024Q1 | 265 | 45.1M | $3.54B |
| 2023Q4 | 257 | 44.0M | $2.76B |
| 2023Q3 | 241 | 43.7M | $2.27B |
| 2023Q2 | 229 | 44.2M | $2.36B |
| 2023Q1 | 224 | 44.6M | $2.21B |
| 2022Q4 | 227 | 44.7M | $2.09B |
| 2022Q3 | 207 | 45.6M | $1.95B |
| 2022Q2 | 183 | 46.4M | $1.85B |
| Holder | Shares | % of company | Value |
|---|---|---|---|
| FMR LLC | 7.5M | 14% | $202M |
| VANGUARD GROUP INC | 4.7M | 8.6% | $125M |
| BlackRock Inc. | 3.8M | 7.0% | $102M |
| BANK OF MONTREAL /CAN/ | 3.5M | 6.5% | $94M |
| 22C Capital LLC | 3.2M | 5.9% | $86M |
| MORGAN STANLEY | 2.0M | 3.7% | $54M |
| GEODE CAPITAL MANAGEMENT LLC | 1.2M | 2.1% | $31M |
| STATE STREET CORP | 1.2M | 2.1% | $31M |
| P2 Capital Partners, LLC | 1.1M | 2.1% | $31M |
| BloombergSen Inc. | 1.0M | 1.8% | $27M |
SEC Form 13F data sets (DERA bulk files). 13F is quarterly, filed up to 45 days late, and covers long US equity positions only, no shorts, no derivatives, nothing held below the reporting threshold.
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