CBIZ有限公司
US ˙ NYSE ˙ US1248051021

SecurityCBZ / CBIZ, Inc.
InstitutionFmr Llc
Latest Disclosed Ownership7,511,042 shares
Ownership 15.00%
Fmr Llc ownership in CBZ / CBIZ, Inc.

2026-05-06 - Fmr Llc has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 7,511,042 shares of CBIZ, Inc. (US:CBZ). This represents 15.0 percent ownership of the company. In their previous filing dated 2026-01-08 , Fmr Llc had reported owning 7,132,906 shares, indicating an increase of 5.30 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2026-05-06 2026-05-06 13G/A 7,132,906 7,511,042 5.30 15.00 14.50
2026-01-08 2026-01-08 13G/A 3,022,280 7,132,906 136.01 13.10 133.93
2025-11-05 2025-11-05 13G 2,365,315 3,022,280 27.77 5.60 29.09
2020-07-10 2020-07-10 13G/A 5,625,056 2,365,315 -57.95 4.34 -57.65
2020-02-07 2020-02-07 13G/A 8,259,033 5,625,056 -31.89 10.24 -31.17
2019-02-13 2019-02-13 13G/A 6,756,189 8,259,033 22.24 14.88 21.33
2018-07-10 2018-07-10 13G/A 3,934,562 6,756,189 71.71 12.27 71.02
2018-02-13 2018-02-13 13G/A 6,517,879 3,934,562 -39.63 7.17 -40.97
2017-02-14 2017-02-14 13G/A 6,141,005 6,517,879 6.14 12.15 3.47
2016-02-12 2016-02-12 13G/A 6,141,005 11.74
2015-02-13 2015-02-13 13G/A 7,398,420 15.00
2014-05-12 2014-05-12 13G/A 7,441,133 15.00
2014-02-14 2014-02-14 13G/A 4,319,565 9.11
2013-02-14 2013-02-14 13G/A 4,903,829 9.80
2012-02-14 2012-02-14 13G/A 6,263,434 12.55

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F CBIZ COM 124805102 7,511,043 378,136 5.30 201,672 -43.96 0.0021
2026-02-17 2025-12-31 13F CBIZ COM 124805102 7,132,907 4,110,627 136.01 359,855 124.83 0.0183
2025-11-13 2025-09-30 13F CBIZ COM 124805102 3,022,280 1,161,377 62.41 160,060 19.94 0.0083
2025-08-14 2025-06-30 13F CBIZ COM 124805102 1,860,903 824,931 79.63 133,445 69.80 0.0075
2025-05-12 2025-03-31 13F CBIZ COM 124805102 1,035,972 57,091 5.83 78,589 -1.89 0.0050
2025-02-13 2024-12-31 13F CBIZ COM 124805102 978,881 384,221 64.61 80,102 100.18 0.0048
2024-11-13 2024-09-30 13F CBIZ COM 124805102 594,660 127,822 27.38 40,015 15.67 0.0024
2024-08-13 2024-06-30 13F CBIZ COM 124805102 466,838 4,741 1.03 34,593 -4.64 0.0022
2024-05-13 2024-03-31 13F CBIZ COM 124805102 462,097 4,247 0.93 36,275 26.58 0.0024
2024-02-13 2023-12-31 13F CBIZ COM 124805102 457,850 19,721 4.50 28,657 26.03 0.0022
2023-11-13 2023-09-30 13F CBIZ COM 124805102 438,129 -36,303 -7.65 22,739 -10.04 0.0020
2023-08-11 2023-06-30 13F CBIZ COM 124805102 474,432 397,976 520.53 25,278 568.17 0.0021
2023-08-11 2023-03-31 13F/A-1 CBIZ COM 124805102 76,456 5,273 7.41 3,784 13.47 0.0003
2023-05-11 2023-03-31 13F CBIZ COM 124805102 76,456 5,273 3,784 0.0001
2023-02-13 2022-12-31 13F CBIZ COM 124805102 71,183 17,029 31.45 3,335 43.89 0.0003
2022-11-10 2022-09-30 13F CBIZ COM 124805102 54,154 1,289 2.44 2,317 9.71 0.0002
2022-08-12 2022-06-30 13F CBIZ COM 124805102 52,865 1,318 2.56 2,112 -2.40 0.0002
2022-05-13 2022-03-31 13F CBIZ COM 124805102 51,547 11,411 28.43 2,164 37.75 0.0002
2022-02-14 2021-12-31 13F CBIZ COM 124805102 40,136 1,950 5.11 1,571 27.21 0.0001
2022-02-14 2021-09-30 13F/A-1 CBIZ COM 124805102 38,186 -19,797 -34.14 1,235 -34.97 0.0001
2021-11-15 2021-09-30 13F CBIZ COM 124805102 38,186 -19,797 1,235 0.0001
2021-08-13 2021-06-30 13F CBIZ COM 124805102 57,983 -88,554 -60.43 1,899 -60.31 0.0001
2021-05-14 2021-03-31 13F CBIZ COM 124805102 146,537 -26,467 -15.30 4,785 3.93 0.0004
2021-02-08 2020-12-31 13F CBIZ COM 124805102 173,004 -1,348,477 -88.63 4,604 -86.77 0.0004
2020-11-13 2020-09-30 13F CBIZ COM 124805102 1,521,481 -843,834 -35.68 34,797 -38.63 0.0035
2020-08-24 2020-06-30 13F/A-1 CBIZ COM 124805102 2,365,315 -1,912,531 -44.71 56,697 -36.65 0.0062
2020-08-13 2020-06-30 13F CBIZ COM 124805102 2,365,315 -1,912,531 56,697 1,392.8794
2020-05-14 2020-03-31 13F CBIZ COM 124805102 4,277,846 -1,347,210 -23.95 89,493 -40.99 0.0124
2020-02-07 2019-12-31 13F CBIZ COM 124805102 5,625,056 -966,708 -14.67 151,652 -2.10 0.0167
2019-11-13 2019-09-30 13F CBIZ COM 124805102 6,591,764 -1,504,676 -18.58 154,907 -2.33 0.0186
2019-08-13 2019-06-30 13F CBIZ COM 124805102 8,096,440 76,444 0.95 158,610 -2.29 0.0185
2019-05-13 2019-03-31 13F CBIZ COM 124805102 8,019,996 -239,037 -2.89 162,324 -0.23 0.0194
2019-02-13 2018-12-31 13F CBIZ COM 124805102 8,259,033 330,353 4.17 162,703 -13.41 0.0223
2018-11-09 2018-09-30 13F CBIZ COM 124805102 7,928,680 1,172,628 17.36 187,909 20.93 0.0211
2018-08-10 2018-06-30 13F CBIZ COM 124805102 6,756,052 2,234,269 49.41 155,389 88.30 0.0183
2018-05-14 2018-03-31 13F CBIZ COM 124805102 4,521,783 587,519 14.93 82,522 35.76 0.0098
2018-02-12 2017-12-31 13F CBIZ COM 124805102 3,934,264 -629,402 -13.79 60,784 -18.04 0.0071
2017-11-13 2017-09-30 13F CBIZ COM 124805102 4,563,666 -666,151 -12.74 74,160 -5.46 0.0090
2017-08-29 2017-06-30 13F/A-1 CBIZ COM 124805102 5,229,817 -658,251 -11.18 78,447 -1.67 0.0098
2017-08-11 2017-06-30 13F CBIZ COM 124805102 5,229,817 -658,251 78,447
2017-05-11 2017-03-31 13F CBIZ COM 124805102 5,888,068 -629,811 -9.66 79,783 -10.65 0.0101
2017-02-10 2016-12-31 13F CBIZ COM 124805102 6,517,879 166,152 2.62 89,295 25.63 0.0119
2016-11-14 2016-09-30 13F CBIZ COM 124805102 6,351,727 102,953 1.65 71,076 9.26 0.0095
2016-08-11 2016-06-30 13F CBIZ COM 124805102 6,248,774 -68,808 -1.09 65,050 2.05 0.0089
2016-05-16 2016-03-31 13F CBIZ COM 124805102 6,317,582 176,577 2.88 63,744 5.27 0.0088
2016-02-12 2015-12-31 13F CBIZ COM 124805102 6,141,005 -1,701,784 -21.70 60,550 -21.38 0.0081
2015-11-10 2015-09-30 13F CBIZ COM 124805102 7,842,789 458,023 6.20 77,016 8.18 0.0110
2015-08-25 2015-06-30 13F/A-1 CBIZ COM 124805102 7,384,766 -6,136 -0.08 71,190 3.24 0.0091
2015-08-13 2015-06-30 13F CBIZ COM 124805102 7,384,766 71,190
2015-05-14 2015-03-31 13F CBIZ COM 124805102 7,390,902 -7,518 -0.10 68,956 8.88 0.0088
2015-02-17 2014-12-31 13F CBIZ COM 124805102 7,398,420 39,235 0.53 63,330 9.35 0.0082
2014-11-14 2014-09-30 13F CBIZ COM 124805102 7,359,185 -58,981 -0.80 57,916 -13.54 0.0078
2014-08-14 2014-06-30 13F CBIZ COM 124805102 7,418,166 573,827 8.38 66,986 6.85 0.0090
2014-05-15 2014-03-31 13F CBIZ COM 124805102 6,844,339 2,529,978 58.64 62,694 59.34 0.0087
2014-02-13 2013-12-31 13F CBIZ COM 124805102 4,314,361 167,261 4.03 39,347 27.53 0.0056
2013-11-14 2013-09-30 13F CBIZ COM 124805102 4,147,100 -125,585 -2.94 30,854 7.62 0.0047
2013-09-24 2013-06-30 13F/A-1 CBIZ COM 124805102 4,272,685 4,272,685 28,670 0.0047
2013-08-14 2013-06-30 13F CBIZ COM 124805102 4,272,685 28,670 0.0047
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.