Who owns 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-Q2 13F filings (latest filed 2026-09-22). 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
81 tracked funds added or opened CBZ while 45 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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, FMR LLC, 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2026-Q1 and 2026-Q2, across 244 tracked filers holding CBZ, 146 increased or opened the position and 126 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
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 2026-Q1 and 2026-Q2 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 11
- DG Capital Management, LLC$21M
- Dana Investment Advisors, Inc.$10M
- Engine Capital Management, LP$6M
- PRELUDE CAPITAL MANAGEMENT, LLC$5M
- FEDERATED HERMES, INC.$3M
- PICTON MAHONEY ASSET MANAGEMENT$2M
Full exits 24
- Sunriver Management LLC$26M
- GW&K Investment Management, LLC$13M
- MILLENNIUM MANAGEMENT LLC$12M
- Point72 Asset Management, L.P.$12M
- JANE STREET GROUP, LLC$11M
- WELLINGTON MANAGEMENT GROUP LLP$8M
Largest adds
- FMR LLC$63M
- BlackRock, Inc.$57M
- 22C Capital LLC$17M
- VANGUARD PORTFOLIO MANAGEMENT LLC$17M
- BANK OF MONTREAL /CAN/$17M
- AQR CAPITAL MANAGEMENT LLC$16M
Largest trims
- ALLIANCEBERNSTEIN L.P.$44M
- Qube Research & Technologies Ltd$11M
- Trexquant Investment LP$6M
- MORGAN STANLEY$6M
- Engineers Gate Manager LP$5M
- JPMORGAN CHASE & CO$4M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| FMR LLC added | 8,047,282 | $258M | 16.1% | 2026-Q2 |
| BlackRock, Inc. added | 4,971,786 | $159M | 10.0% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 3,453,723 | $111M | 6.9% | 2026-Q2 |
| 22C Capital LLC | 3,202,267 | $103M | 6.4% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 2,259,967 | $72M | 4.5% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 2,253,744 | $72M | 4.5% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,492,737 | $48M | 3.0% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,257,357 | $40M | 2.5% | 2026-Q2 |
| STATE STREET CORP added | 1,244,553 | $40M | 2.5% | 2026-Q2 |
| P2 Capital Partners, LLC trimmed | 1,136,974 | $36M | 2.3% | 2026-Q2 |
| BloombergSen Inc. added | 1,068,306 | $34M | 2.1% | 2026-Q2 |
| ROYCE & ASSOCIATES LP added | 992,770 | $32M | 2.0% | 2026-Q2 |
| Boston Partners added | 778,451 | $26M | 1.6% | 2026-Q2 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC added | 736,320 | $24M | 1.5% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 711,168 | $23M | 1.4% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 709,617 | $23M | 1.4% | 2026-Q2 |
| Fenimore Asset Management Inc trimmed | 681,628 | $22M | 1.4% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 665,870 | $21M | 1.3% | 2026-Q2 |
| DG Capital Management, LLC new | 660,000 | $21M | 1.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 591,470 | $19M | 1.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 588,686 | $19M | 1.2% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 546,915 | $18M | 1.1% | 2026-Q2 |
| Allianz Asset Management GmbH | 544,846 | $15M | 0.9% | 2026-Q2 |
| WATERS PARKERSON & CO., LLC trimmed | 515,707 | $17M | 1.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 475,961 | $15M | 1.0% | 2026-Q2 |
| Nuveen, LLC added | 464,362 | $15M | 0.9% | 2026-Q2 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. added | 451,259 | $14M | 0.9% | 2026-Q2 |
| UBS Group AG added | 411,595 | $13M | 0.8% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 411,251 | $13M | 0.8% | 2026-Q2 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 350,500 | $11M | 0.7% | 2026-Q2 |
| MONTRUSCO BOLTON INVESTMENTS INC. added | 342,221 | $11M | 0.7% | 2026-Q2 |
| LOOMIS SAYLES & CO L P trimmed | 339,085 | $11M | 0.7% | 2026-Q2 |
| Dana Investment Advisors, Inc. new | 322,771 | $10M | 0.6% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 322,059 | $10M | 0.6% | 2026-Q2 |
| GENEVA CAPITAL MANAGEMENT LLC trimmed | 294,044 | $9M | 0.6% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 278,966 | $9M | 0.6% | 2026-Q2 |
| GatePass Capital, LLC added | 258,877 | $8M | 0.5% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 241,840 | $8M | 0.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 224,255 | $7M | 0.4% | 2026-Q2 |
| Quantinno Capital Management LP added | 218,579 | $7M | 0.4% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 213,627 | $7M | 0.4% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 213,598 | $7M | 0.5% | 2026-Q2 |
| Engine Capital Management, LP new | 201,998 | $6M | 0.4% | 2026-Q2 |
| Creative Planning added | 195,084 | $6M | 0.4% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 189,662 | $6M | 0.4% | 2026-Q2 |
| Bank of New York Mellon Corp added | 188,621 | $6M | 0.4% | 2026-Q2 |
| Clearline Capital LP | 174,345 | $6M | 0.3% | 2026-Q2 |
| FIRST MANHATTAN CO. LLC. added | 170,975 | $5M | 0.3% | 2026-Q2 |
| Edgestream Partners, L.P. added | 167,963 | $5M | 0.3% | 2026-Q2 |
| Corient Private Wealth LP added | 167,860 | $5M | 0.3% | 2026-Q2 |
| PRELUDE CAPITAL MANAGEMENT, LLC added | 157,894 | $5M | 0.3% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 138,434 | $4M | 0.3% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL trimmed | 133,891 | $4M | 0.3% | 2026-Q2 |
| Invesco Ltd. added | 129,561 | $4M | 0.3% | 2026-Q2 |
| Summit Creek Advisors LLC trimmed | 123,551 | $4M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 116,044 | $4M | 0.3% | 2026-Q2 |
| BARCLAYS PLC added | 114,157 | $4M | 0.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 112,199 | $4M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 104,500 | $3M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 104,161 | $3M | 0.2% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 103,788 | $3M | 0.2% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 100,099 | $3M | 0.2% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 96,649 | $3M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 94,392 | $3M | 0.2% | 2026-Q2 |
| Trexquant Investment LP trimmed | 89,401 | $3M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 85,788 | $3M | 0.2% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 74,865 | $2M | 0.2% | 2026-Q2 |
| MARSHALL WACE, LLP added | 74,383 | $2M | 0.1% | 2026-Q2 |
| Taylor Frigon Capital Management LLC added | 74,318 | $2M | 0.1% | 2026-Q2 |
| PICTON MAHONEY ASSET MANAGEMENT new | 72,912 | $2M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 68,871 | $2M | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 68,115 | $2M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 66,909 | $2M | 0.1% | 2026-Q2 |
| XTX Topco Ltd trimmed | 66,593 | $2M | 0.1% | 2026-Q2 |
| Bridge City Capital, LLC trimmed | 63,792 | $2M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 61,549 | $2M | 0.1% | 2026-Q2 |
| CHATHAM CAPITAL GROUP, INC. added | 59,773 | $2M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 57,708 | $2M | 0.1% | 2026-Q2 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 57,645 | $2M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 51,816 | $1M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 50,681 | $2M | 0.1% | 2026-Q2 |
| Holocene Advisors, LP added | 47,794 | $2M | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 47,098 | $2M | 0.1% | 2026-Q2 |
| Legal & General Group Plc added | 45,973 | $1M | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC | 42,652 | $1M | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 41,544 | $1M | 0.1% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 41,460 | $1M | 0.1% | 2026-Q2 |
| Mariner, LLC added | 39,879 | $1M | 0.1% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 37,832 | $1M | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND | 36,206 | $1M | 0.1% | 2026-Q2 |
| GREAT LAKES ADVISORS, LLC trimmed | 35,586 | $1M | 0.1% | 2026-Q2 |
| Roundview Capital LLC trimmed | 34,577 | $1M | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 34,561 | $1M | 0.1% | 2026-Q2 |
| Gotham Asset Management, LLC added | 34,530 | $1M | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 34,235 | $1M | 0.1% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. trimmed | 33,908 | $1M | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 33,623 | $1M | 0.1% | 2026-Q2 |
| Bleakley Financial Group, LLC added | 30,126 | $966K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 28,865 | $926K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 27,103 | $869K | 0.1% | 2026-Q2 |
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.