Titelia

Fund shareholders of CBIZ Inc

ISIN US1248051021 · United States · LEI 529900D5X8CFM8O1N813

Fund shareholders
200
Of which ETFs
37 163 other funds
Value held
543.2M $ 77.1M SEK
Share of capital
35.7 % of 54.3M shares on Jul 27, 2026
FundSharesValueWeight in fundShare of capital
Fidelity Low-Priced Stock Fund Fidelity Puritan Trust 1,738,63853M $0.22 %3.20 %as of Apr 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,512,10540.6M $0.00 %2.79 %as of Mar 31, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 1,388,27139.8M $0.02 %2.56 %as of Feb 28, 2026 ↗
iShares Russell 2000 ETF iShares Trust 1,212,12832.5M $0.05 %2.23 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 1,097,67029.5M $0.02 %2.02 %as of Mar 31, 2026 ↗
Fidelity Small Cap Discovery Fund Fidelity Concord Street Trust 869,69726.5M $1.20 %1.60 %as of Apr 30, 2026 ↗
Fidelity Series Small Cap Discovery Fund Fidelity Concord Street Trust 799,95324.4M $1.24 %1.47 %as of Apr 30, 2026 ↗
Fidelity Small Cap Stock Fund Fidelity Concord Street Trust 731,54222.3M $1.73 %1.35 %as of Apr 30, 2026 ↗
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 613,69616.5M $0.04 %1.13 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 550,02414.8M $0.02 %1.01 %as of Mar 31, 2026 ↗
FAM SMALL CAP FUND Fenimore Asset Management Trust 546,86614.7M $4.87 %1.01 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 488,90014.9M $0.05 %0.90 %as of Apr 30, 2026 ↗
Royce Small-Cap Total Return Fund ROYCE FUND 444,01311.9M $1.41 %0.82 %as of Mar 31, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 403,70510.8M $0.09 %0.74 %as of Mar 31, 2026 ↗
Columbia Small Cap Value Discovery Fund COLUMBIA FUNDS SERIES TRUST I 364,37011.1M $0.50 %0.67 %as of Apr 30, 2026 ↗
Fidelity Low-Priced Stock K6 Fund Fidelity Puritan Trust 300,5789.2M $0.21 %0.55 %as of Apr 30, 2026 ↗
Handelsbanken Amerika Småbolag Tema Handelsbanken Fonder AB 264,00067.5M SEK0.85 %0.49 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 244,8337M $0.05 %0.45 %as of Feb 28, 2026 ↗
AB Discovery Value Fund AB TRUST 244,7347M $0.28 %0.45 %as of Feb 28, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 239,6016.9M $0.03 %0.44 %as of Feb 28, 2026 ↗
Fidelity Series Intrinsic Opportunities Fund Fidelity Puritan Trust 234,8407.2M $0.24 %0.43 %as of Apr 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 234,1956.7M $0.02 %0.43 %as of Feb 28, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 183,3004.9M $0.05 %0.34 %as of Mar 31, 2026 ↗
Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST 175,5865.4M $0.82 %0.32 %as of Apr 30, 2026 ↗
Royce Small-Cap Fund ROYCE FUND 159,1764.3M $0.24 %0.29 %as of Mar 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 147,4434.5M $0.02 %0.27 %as of Apr 30, 2026 ↗
AMG GW&K Small Cap Core Fund AMG Funds 137,2903.7M $0.55 %0.25 %as of Mar 31, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 129,2823.9M $0.32 %0.24 %as of Apr 30, 2026 ↗
JNL Multi-Manager Small Cap Value Fund JNL Series Trust 121,4153.3M $0.19 %0.22 %as of Mar 31, 2026 ↗
DWS Small Cap Core Fund DEUTSCHE DWS INVESTMENT TRUST 120,0003.2M $0.31 %0.22 %as of Mar 31, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 116,6963.1M $0.54 %0.22 %as of Mar 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 108,4413.3M $0.05 %0.20 %as of Apr 30, 2026 ↗
Nationwide Geneva Small Cap Growth Fund Nationwide Mutual Funds 107,0613.3M $0.30 %0.20 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 104,4843M $0.03 %0.19 %as of Feb 28, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 96,0312.8M $0.00 %0.18 %as of Feb 28, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 91,6672.6M $0.00 %0.17 %as of Feb 28, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 91,5002.5M $0.30 %0.17 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 89,0262.7M $0.01 %0.16 %as of Apr 30, 2026 ↗
Small Cap Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 88,3902.4M $0.32 %0.16 %as of Mar 31, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 87,0732.3M $0.08 %0.16 %as of Mar 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 83,7842.6M $0.09 %0.15 %as of Apr 30, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 82,3362.2M $0.05 %0.15 %as of Mar 31, 2026 ↗
Columbia Variable Portfolio - Small Cap Value Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST 82,3002.2M $0.55 %0.15 %as of Mar 31, 2026 ↗
VictoryShares Small Cap Free Cash Flow ETF Victory Portfolios II 81,0942.2M $0.44 %0.15 %as of Mar 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 77,9042.4M $0.03 %0.14 %as of Apr 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 75,6882.3M $0.02 %0.14 %as of Apr 30, 2026 ↗
Fidelity Fundamental Small-Mid Cap ETF Fidelity Covington Trust 75,6082.3M $0.18 %0.14 %as of Apr 30, 2026 ↗
Loomis Sayles Small Cap Value Fund LOOMIS SAYLES FUNDS I 74,9782M $0.62 %0.14 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 74,5892.1M $0.00 %0.14 %as of Feb 28, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 74,2762M $0.11 %0.14 %as of Mar 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 67,5321.8M $0.00 %0.12 %as of Mar 31, 2026 ↗
HARTFORD SMALL CAP GROWTH HLS FUND HARTFORD SERIES FUND INC 64,0711.7M $0.33 %0.12 %as of Mar 31, 2026 ↗
AB Discovery Value Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. 62,6821.7M $0.25 %0.12 %as of Mar 31, 2026 ↗
AB Small Cap Value Portfolio AB CAP FUND, INC. 57,0471.6M $0.28 %0.11 %as of Feb 28, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 56,3861.7M $0.04 %0.10 %as of Apr 30, 2026 ↗
VANGUARD INDUSTRIALS INDEX FUND VANGUARD WORLD FUND 55,5381.6M $0.02 %0.10 %as of Feb 28, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 55,4001.7M $0.14 %0.10 %as of Apr 30, 2026 ↗
Loomis Sayles Small Cap Core Portfolio Brighthouse Funds Trust II 55,1981.5M $0.42 %0.10 %as of Mar 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 50,9481.4M $0.04 %0.09 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 45,1631.3M $0.09 %0.08 %as of Feb 28, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 43,8531.3M $0.00 %0.08 %as of Apr 30, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 42,2001.1M $0.01 %0.08 %as of Mar 31, 2026 ↗
First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 40,6971.2M $0.68 %0.07 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 40,1881.2M $0.05 %0.07 %as of Apr 30, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 37,5681M $0.09 %0.07 %as of Mar 31, 2026 ↗
Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. 33,746906.1K $0.13 %0.06 %as of Mar 31, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 33,746906.1K $0.05 %0.06 %as of Mar 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 33,4281M $0.00 %0.06 %as of Apr 30, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 33,200950.8K $0.08 %0.06 %as of Feb 28, 2026 ↗
The Hartford Small Cap Growth Fund HARTFORD MUTUAL FUNDS II, INC 32,531992.2K $0.33 %0.06 %as of Apr 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 29,327894.5K $0.00 %0.05 %as of Apr 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 28,591818.8K $0.00 %0.05 %as of Feb 28, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 27,600741.1K $0.05 %0.05 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 26,827720.3K $0.00 %0.05 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 26,669813.4K $0.00 %0.05 %as of Apr 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 25,554779.4K $0.00 %0.05 %as of Apr 30, 2026 ↗
Cliens Global Småbolag Cliens Kapitalförvaltning AB 25,2796.5M SEK1.25 %0.05 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 23,899641.7K $0.00 %0.04 %as of Mar 31, 2026 ↗
Small Cap Index Fund Northern Funds 22,443602.6K $0.04 %0.04 %as of Mar 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 21,434653.7K $0.05 %0.04 %as of Apr 30, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 20,798595.7K $0.03 %0.04 %as of Feb 28, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 19,906607.1K $0.08 %0.04 %as of Apr 30, 2026 ↗
Small Cap Index Fund VALIC Co I 19,464557.4K $0.05 %0.04 %as of Feb 28, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 18,615567.8K $0.00 %0.03 %as of Apr 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 18,366493.1K $0.03 %0.03 %as of Mar 31, 2026 ↗
PGIM Quant Solutions Large-Cap Core Fund Prudential Investment Portfolios 9 18,200555.1K $0.05 %0.03 %as of Apr 30, 2026 ↗
RBC SMID Cap Growth Fund RBC Funds Trust 18,000483.3K $0.44 %0.03 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 17,214525K $0.02 %0.03 %as of Apr 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 17,200461.8K $0.02 %0.03 %as of Mar 31, 2026 ↗
Royce SMid-Cap Total Return Fund ROYCE FUND 17,110459.4K $1.49 %0.03 %as of Mar 31, 2026 ↗
Goldman Sachs Multi-Manager Global Equity Fund Goldman Sachs Trust II 16,944516.8K $0.03 %0.03 %as of Apr 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 16,245436.2K $0.05 %0.03 %as of Mar 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 15,439414.5K $0.04 %0.03 %as of Mar 31, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 14,859425.6K $0.06 %0.03 %as of Feb 28, 2026 ↗
Fidelity MSCI Industrials Index ETF FIDELITY COVINGTON TRUST 14,462441.1K $0.02 %0.03 %as of Apr 30, 2026 ↗
Small Cap Core Fund Northern Funds 14,243382.4K $0.11 %0.03 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 13,727368.6K $0.00 %0.03 %as of Mar 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 13,132352.6K $0.05 %0.02 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 12,783343.2K $0.13 %0.02 %as of Mar 31, 2026 ↗
Taylor Frigon Core Growth Fund PFS FUNDS 12,519358.5K $1.20 %0.02 %as of Feb 28, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
FAM SMALL CAP FUND Fenimore Asset Management Trust 4.87 %as of Mar 31, 2026 ↗
Fidelity Small Cap Stock Fund Fidelity Concord Street Trust 1.73 %as of Apr 30, 2026 ↗
Fidelity Small Cap Stock K6 Fund Fidelity Concord Street Trust 1.71 %as of Apr 30, 2026 ↗
Royce SMid-Cap Total Return Fund ROYCE FUND 1.49 %as of Mar 31, 2026 ↗
Royce Small-Cap Total Return Fund ROYCE FUND 1.41 %as of Mar 31, 2026 ↗
Cliens Global Småbolag Cliens Kapitalförvaltning AB 1.25 %as of Mar 31, 2026 ↗
Fidelity Series Small Cap Discovery Fund Fidelity Concord Street Trust 1.24 %as of Apr 30, 2026 ↗
Fidelity Small Cap Discovery Fund Fidelity Concord Street Trust 1.20 %as of Apr 30, 2026 ↗
Taylor Frigon Core Growth Fund PFS FUNDS 1.20 %as of Feb 28, 2026 ↗
Handelsbanken Amerika Småbolag Tema Handelsbanken Fonder AB 0.85 %as of Mar 31, 2026 ↗

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
2026Q2197-419,047,866-18.1 %
2026Q1201-1023,265,948+7.2 %
2025Q4211-2021,696,764-3.9 %
2025Q3231-522,584,766+9.7 %
2025Q2236+120,592,805-4.9 %
2025Q1235+421,644,833+0.8 %
2024Q4231-321,462,619-0.8 %
2024Q3234-521,634,438+7.3 %
2024Q2239+220,164,453+11.8 %
2024Q1237-318,036,097+1.4 %
2023Q424017,785,434

Institutional managers

253 managers declare this company to the SEC (Form 13F); the 25 largest follow.

ManagerSharesValue
FMR LLC7,511,043201.7M $as of Mar 31, 2026
BlackRock, Inc.3,811,925102.4M $as of Mar 31, 2026
BANK OF MONTREAL /CAN/3,507,90594.2M $as of Mar 31, 2026
22C Capital LLC3,202,26786M $as of Mar 31, 2026
MORGAN STANLEY2,008,62553.9M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC1,159,37931.1M $as of Mar 31, 2026
STATE STREET CORP1,151,70930.9M $as of Mar 31, 2026
P2 Capital Partners, LLC1,140,67430.6M $as of Mar 31, 2026
BloombergSen Inc.994,02926.7M $as of Mar 31, 2026
Sunriver Management LLC968,63126M $as of Mar 31, 2026
ALLIANCEBERNSTEIN L.P.901,97345.5M $as of Mar 31, 2026
ROYCE & ASSOCIATES LP825,86222.2M $as of Mar 31, 2026
NORTHERN TRUST CORP769,00320.6M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC686,62718.4M $as of Mar 31, 2026
Fenimore Asset Management Inc682,22218.3M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC622,26716.7M $as of Mar 31, 2026
AMERIPRISE FINANCIAL INC600,95516.1M $as of Mar 31, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC579,59715.6M $as of Mar 31, 2026
Boston Partners561,40015.1M $as of Mar 31, 2026
BNP PARIBAS FINANCIAL MARKETS557,85715M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP546,85014.7M $as of Mar 31, 2026
Allianz Asset Management GmbH544,84614.6M $as of Mar 31, 2026
WATERS PARKERSON & CO., LLC523,04214M $as of Mar 31, 2026
Qube Research & Technologies Ltd511,01313.7M $as of Mar 31, 2026
GW&K Investment Management, LLC478,26712.8K $as of Mar 31, 2026

Declared shareholders of CBIZ Inc

4 beneficial ownership filings. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
FMR LLC and 1 other15.00 %7,511,043as of Mar 31, 2026 · SCHEDULE 13G
Bank of Montreal and 9 others6.37 %3,508,094as of Mar 31, 2026 · SCHEDULE 13G
Morgan Stanley 3.00 %1,641,468as of Mar 31, 2026 · SCHEDULE 13G
Capital Research Global Investors 0.00 %0as of Mar 31, 2026 · SCHEDULE 13G
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Titelia. "Fund shareholders of CBIZ Inc". https://titelia.com/en/stocks/cbiz-inc-US1248051021