Who owns CBZ (CBZ)
Which tracked institutional funds hold CBZ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CBZ company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
50 tracked funds added or opened CBZ while 117 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CBZ’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes CBZ more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in CBZ divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 263 tracked filers holding CBZ, 161 increased or opened the position and 136 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CBZ between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 28
- VANGUARD CAPITAL MANAGEMENT LLC$58M
- VANGUARD PORTFOLIO MANAGEMENT LLC$56M
- Boston Partners$15M
- Allianz Asset Management GmbH$15M
- Point72 Asset Management, L.P.$12M
- PRUDENTIAL FINANCIAL INC$10M
Full exits 23
- VANGUARD GROUP INC$223M
- Capital Research Global Investors$147M
- Durable Capital Partners LP$82M
- Capital World Investors$46M
- Premier Fund Managers Ltd$32M
- Granite Investment Partners, LLC$15M
Largest adds
- ALLIANCEBERNSTEIN L.P.$43M
- AMERIPRISE FINANCIAL INC$15M
- BNP PARIBAS FINANCIAL MARKETS$14M
- Qube Research & Technologies Ltd$11M
- MILLENNIUM MANAGEMENT LLC$11M
- JANE STREET GROUP, LLC$9M
Largest trims
- FMR LLC$164M
- MORGAN STANLEY$110M
- BlackRock, Inc.$79M
- 22C Capital LLC$76M
- P2 Capital Partners, LLC$59M
- JANUS HENDERSON GROUP PLC$45M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| FMR LLC added | 7,284,668 | $196M | 8.8% | 2026-Q1 |
| BlackRock, Inc. added | 3,811,925 | $102M | 4.6% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 3,507,905 | $94M | 4.2% | 2026-Q1 |
| 22C Capital LLC | 3,202,267 | $86M | 3.9% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 2,146,587 | $58M | 2.6% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 2,072,824 | $56M | 2.5% | 2026-Q1 |
| MORGAN STANLEY trimmed | 2,008,625 | $54M | 2.4% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 901,973 | $46M | 2.0% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,159,379 | $31M | 1.4% | 2026-Q1 |
| STATE STREET CORP added | 1,151,709 | $31M | 1.4% | 2026-Q1 |
| P2 Capital Partners, LLC trimmed | 1,140,674 | $31M | 1.4% | 2026-Q1 |
| BloombergSen Inc. trimmed | 994,029 | $27M | 1.2% | 2026-Q1 |
| Sunriver Management LLC trimmed | 968,631 | $26M | 1.2% | 2026-Q1 |
| ROYCE & ASSOCIATES LP added | 825,862 | $22M | 1.0% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 769,003 | $21M | 0.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 686,627 | $18M | 0.8% | 2026-Q1 |
| Fenimore Asset Management Inc added | 682,222 | $18M | 0.8% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 622,267 | $17M | 0.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 600,955 | $16M | 0.7% | 2026-Q1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 579,597 | $16M | 0.7% | 2026-Q1 |
| Boston Partners added | 561,400 | $15M | 0.7% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 557,857 | $15M | 0.7% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 546,850 | $15M | 0.7% | 2026-Q1 |
| Allianz Asset Management GmbH new | 544,846 | $15M | 0.7% | 2026-Q1 |
| WATERS PARKERSON & CO., LLC added | 523,042 | $14M | 0.6% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 511,013 | $14M | 0.6% | 2026-Q1 |
| GW&K Investment Management, LLC trimmed | 478,267 | $13M | 0.6% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 464,648 | $12M | 0.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 430,238 | $12M | 0.5% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 429,664 | $12M | 0.5% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 399,920 | $11M | 0.5% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 357,917 | $10M | 0.4% | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added | 357,180 | $10M | 0.4% | 2026-Q1 |
| GENEVA CAPITAL MANAGEMENT LLC trimmed | 353,138 | $9M | 0.4% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 344,803 | $9M | 0.4% | 2026-Q1 |
| LOOMIS SAYLES & CO L P new | 340,203 | $9M | 0.4% | 2026-Q1 |
| MONTRUSCO BOLTON INVESTMENTS INC. added | 340,021 | $9M | 0.4% | 2026-Q1 |
| Trexquant Investment LP added | 335,197 | $9M | 0.4% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 330,685 | $9M | 0.4% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 310,838 | $8M | 0.4% | 2026-Q1 |
| UBS Group AG added | 282,003 | $8M | 0.3% | 2026-Q1 |
| Handelsbanken Fonder AB trimmed | 276,000 | $7M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 274,198 | $7M | 0.3% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 268,219 | $7M | 0.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 242,287 | $7M | 0.3% | 2026-Q1 |
| Summit Creek Advisors LLC trimmed | 234,632 | $6M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 223,989 | $6M | 0.3% | 2026-Q1 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. added | 204,662 | $5M | 0.2% | 2026-Q1 |
| Engineers Gate Manager LP added | 195,028 | $5M | 0.2% | 2026-Q1 |
| WCM INVESTMENT MANAGEMENT, LLC trimmed | 183,268 | $5M | 0.2% | 2026-Q1 |
| NORGES BANK trimmed | 65,215 | $5M | 0.2% | 2026-Q1 |
| Quantinno Capital Management LP added | 175,005 | $5M | 0.2% | 2026-Q1 |
| Clearline Capital LP added | 174,345 | $5M | 0.2% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 172,307 | $5M | 0.2% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC trimmed | 173,726 | $5M | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp added | 166,787 | $4M | 0.2% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL added | 164,674 | $4M | 0.2% | 2026-Q1 |
| FIRST MANHATTAN CO. LLC. added | 160,975 | $4M | 0.2% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL added | 156,796 | $4M | 0.2% | 2026-Q1 |
| Corient Private Wealth LLC added | 156,265 | $4M | 0.2% | 2026-Q1 |
| Nuveen, LLC added | 148,612 | $4M | 0.2% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 139,840 | $4M | 0.2% | 2026-Q1 |
| Edgestream Partners, L.P. added | 134,491 | $4M | 0.2% | 2026-Q1 |
| Invesco Ltd. added | 122,063 | $3M | 0.1% | 2026-Q1 |
| Squarepoint Ops LLC trimmed | 115,708 | $3M | 0.1% | 2026-Q1 |
| SG Americas Securities, LLC trimmed | 115,579 | $3M | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 111,590 | $3M | 0.1% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 110,367 | $3M | 0.1% | 2026-Q1 |
| XTX Topco Ltd added | 107,801 | $3M | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 107,035 | $3M | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 103,645 | $3M | 0.1% | 2026-Q1 |
| GatePass Capital, LLC new | 98,163 | $3M | 0.1% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 97,335 | $3M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 4,422,610 | $223M | 10.0% | 2025-Q4 stale |
| Burgundy Asset Management Ltd. trimmed | 2,315,606 | $149M | 6.7% | 2025-Q3 stale |
| Capital Research Global Investors trimmed | 2,914,541 | $147M | 6.6% | 2025-Q4 stale |
| Durable Capital Partners LP trimmed | 1,631,969 | $82M | 3.7% | 2025-Q4 stale |
| Capital World Investors trimmed | 919,902 | $46M | 2.1% | 2025-Q4 stale |
| Artemis Investment Management LLP trimmed | 561,381 | $40M | 1.8% | 2025-Q2 stale |
| Premier Fund Managers Ltd trimmed | 614,524 | $32M | 1.4% | 2025-Q4 stale |
| MACQUARIE GROUP LTD trimmed | 394,095 | $21M | 0.9% | 2025-Q3 stale |
| Fiera Capital Corp added | 234,522 | $18M | 0.8% | 2025-Q1 stale |
| Alpha Wave Global, LP added | 232,021 | $17M | 0.7% | 2025-Q2 stale |
| Granite Investment Partners, LLC added | 302,969 | $15M | 0.7% | 2025-Q4 stale |
| SEGALL BRYANT & HAMILL, LLC added | 200,835 | $14M | 0.6% | 2025-Q2 stale |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. new | 228,952 | $12M | 0.5% | 2025-Q4 stale |
| Ananym Capital Management, LP new | 102,750 | $7M | 0.3% | 2025-Q2 stale |
| SG Capital Management LLC trimmed | 90,314 | $7M | 0.3% | 2025-Q1 stale |
| STRS OHIO added | 91,800 | $7M | 0.3% | 2025-Q2 stale |
| ARGENT CAPITAL MANAGEMENT LLC added | 89,666 | $6M | 0.3% | 2025-Q2 stale |
| NEUMEIER POMA INVESTMENT COUNSEL LLC trimmed | 101,585 | $5M | 0.2% | 2025-Q4 stale |
| Mawer Investment Management Ltd. trimmed | 97,223 | $5M | 0.2% | 2025-Q4 stale |
| Bank Julius Baer & Co. Ltd, Zurich trimmed | 62,974 | $5M | 0.2% | 2025-Q2 stale |
| Retirement Systems of Alabama | 59,288 | $4M | 0.2% | 2025-Q1 stale |
| Empowered Funds, LLC added | 60,315 | $4M | 0.2% | 2025-Q2 stale |
| Advantage Alpha Capital Partners LP added | 78,309 | $4M | 0.2% | 2025-Q3 stale |
| Y-Intercept (Hong Kong) Ltd added | 73,539 | $4M | 0.2% | 2025-Q3 stale |
| Magnetar Financial LLC new | 66,761 | $3M | 0.2% | 2025-Q4 stale |
| RICE HALL JAMES & ASSOCIATES, LLC trimmed | 39,236 | $3M | 0.1% | 2025-Q2 stale |
| KING LUTHER CAPITAL MANAGEMENT CORP trimmed | 52,947 | $3M | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.