§ PROFESSIONAL SERVICES
USD · Professional ServicesCBZ
CBIZ INC
USDSector · Professional ServicesBeta · 0.98
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
150 increased/new, 70 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 15.1 | P/B | 1.56 |
| EPS (TTM) | 1.77 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Fidelity Management | 7.5M | 0.0% | +5% |
| BlackRock, Inc. | 3.8M | 0.0% | +6% |
| BANK OF MONTREAL /CAN/ | 3.5M | 0.0% | +56% |
| 22C Capital LLC | 3.2M | 100.0% | ±0% |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.1M | n/a | n/a |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.1M | n/a | n/a |
◇ AC INTELLIGENCE
Top institutional owners for CBZ as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER96.9% · 0 holders
OTHER1.3% · 181 holders
QUALITY / COMPOUNDER0.7% · 19 holders
DEALER / BANK0.6% · 26 holders
PASSIVE / INDEX0.3% · 9 holders
TACTICAL / MACRO0.0% · 4 holders
DEEP VALUE0.0% · 2 holders
INCOME / DEFENSIVE0.0% · 13 holders
SYSTEMATIC / QUANT0.0% · 7 holders
ACTIVIST0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for CBZ in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention CBZ yet.