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 ranks funds by number of shares. This one ranks them by the weight of the company in 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 row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

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 table shows the 25 largest.

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

There are 4 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

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