CBZ Institutional Ownership
CBIZ, Inc.
Latest close $54.50 as of Aug 7, 2026
CBZ institutional ownership at a glance
Follow CBIZ, Inc. institutional ownership through recent Schedule 13G and 13D filings. Compare reported shares, ownership percentages, filing dates, and changes in beneficial ownership over time.
Latest filing: Fidelity / FMR filed Schedule 13G amendment on Aug 7, 2026, reporting 4.5K shares and 8.30% beneficial ownership.
How to read Schedule 13 ownership changes
Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.
Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.
Institutional Research
This gauge summarizes recent agreement across tracked institutional activity.
2 reducing across 2 comparable institutions.
The overall consensus is public. Detailed holder comparisons, breadth history, ownership charts, and filing-specific signal analysis remain part of Investor and Pro research.
Price context
52-week position is market context and does not change the institutional consensus score.
Tracked institutions
Public holder names and filing freshness. Detailed institution-by-institution analysis is locked.
Beneficial ownership filing history
Showing 3 of 7 filing(s) · 4 older require more history access| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| Fidelity / FMR CIK0000315066 | Jul 31, 2026 observed Aug 7, 2026 filed · 7d Schedule 13G amendment | Reported reduction | 4.5K -3.0K | 8.30% -6.70 pts | $55.08 | $54.51 | $54.50 |
| Capital Research Global Investors CIK0001422848 | Mar 31, 2026 observed May 14, 2026 filed · 44d Schedule 13G amendment | Reported reduction | 50.1M -3.7M | 12.00% 0.00 pts | $26.85 | $28.44 | $54.50 |
| Morgan Stanley CIK0000895421 | Mar 31, 2026 observed May 11, 2026 filed · 41d Schedule 13G amendment | Earliest Schedule 13G amendment found | 1.6M | 3.00% | $26.85 | $30.28 | $54.50 |
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