Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
253 institutional managers reported holding CBZ for the quarter ended Mar 31, 2026. Together they hold about 83% of shares outstanding; the top 10 hold 47%. 57 opened new positions; 65 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| FMR (Fidelity) | 7.51M | 11.98% | $201.4M | added +5.3% | ≤2013 |
| Vanguard Group | 4.67M | 7.44% | $125.1M | trimmed -3.9% | ≤2013 |
| BlackRock | 3.81M | 6.08% | $102.2M | added +5.9% | ≤2013 |
| Bank OF Montreal /CAN/ | 3.51M | 5.59% | $94.1M | added +55.8% | 2025 Q4 |
| 22C Capital LLC (focused) | 3.20M | 5.11% | $85.9M | unchanged | 2025 Q4 |
| Morgan Stanley | 2.01M | 3.20% | $53.9M | trimmed -38.2% | ≤2013 |
| Geode Capital | 1.16M | 1.85% | $31.1M | added +1.2% | ≤2013 |
| State Street | 1.15M | 1.84% | $30.9M | unchanged | ≤2013 |
| P2 Capital Partners, LLC (focused) | 1.14M | 1.82% | $30.6M | trimmed -35.7% | ≤2013 |
| BloombergSen INC. (focused) | 994.0k | 1.58% | $26.7M | trimmed -3.3% | 2022 Q1 |
| Sunriver Management LLC (focused) | 968.6k | 1.54% | $26.0M | trimmed -2.1% | 2025 Q3 |
| AllianceBernstein | 902.0k | 1.44% | $24.2M | added +1572.8% | ≤2013 |
| Royce & Associates | 825.9k | 1.32% | $22.1M | added +25.3% | 2022 Q1 |
| Northern Trust | 769.0k | 1.23% | $20.6M | trimmed -15.6% | ≤2013 |
| Goldman Sachs | 686.6k | 1.09% | $18.4M | added +8.1% | 2015 Q3 |
| Fenimore Asset Management INC | 682.2k | 1.09% | $18.3M | added +50.7% | 2017 Q1 |
| Charles Schwab Investment Management | 622.3k | 0.99% | $16.7M | added +16.2% | ≤2013 |
| Ameriprise Financial INC | 601.0k | 0.96% | $16.1M | added +4615.2% | ≤2013 |
| Silvercrest Asset Management Group LLC | 579.6k | 0.92% | $15.5M | trimmed -33.7% | 2020 Q2 |
| Boston Partners | 561.4k | 0.90% | $15.1M | opened | 2026 Q1 |
| BNP Paribas Financial Markets | 558.7k | 0.89% | $15.0M | added +2618.5% | ≤2013 |
| Dimensional Fund Advisors | 546.9k | 0.87% | $14.7M | trimmed -7.3% | ≤2013 |
| Allianz Asset Management GmbH | 544.8k | 0.87% | $14.6M | opened | 2026 Q1 |
| Waters Parkerson & CO., LLC | 523.0k | 0.83% | $14.0M | added +19.6% | 2024 Q4 |
| Qube Research & Technologies LTD | 511.0k | 0.81% | $13.7M | added +903.9% | 2020 Q3 |
| Gw&k Investment Management, LLC | 478.3k | 0.76% | $12.8M | trimmed -38.6% | 2019 Q2 |
| Millennium Management | 464.6k | 0.74% | $12.5M | added +1370.2% | 2024 Q3 |
| Bank OF America CORP /DE/ | 430.2k | 0.69% | $11.5M | trimmed -2.7% | ≤2013 |
| Point72 | 429.7k | 0.69% | $11.5M | opened | 2026 Q1 |
| Jane Street | 399.9k | 0.64% | $10.7M | added +1247.6% | 2021 Q2 |
| UBS | 392.4k | 0.63% | $10.5M | added +107.9% | ≤2013 |
| Prudential Financial INC | 357.9k | 0.57% | $9.6M | opened | 2023 Q4 |
| Hotchkis & Wiley Capital Management LLC | 357.2k | 0.57% | $9.6M | opened | 2026 Q1 |
| Geneva Capital Management LLC | 353.1k | 0.56% | $9.5M | trimmed -11.6% | 2024 Q3 |
| Loomis Sayles & CO L P | 340.2k | 0.54% | $9.1M | opened | 2026 Q1 |
| Montrusco Bolton Investments INC. | 340.0k | 0.54% | $9.1M | added +15.2% | 2025 Q2 |
| Trexquant Investment LP | 335.2k | 0.54% | $9.0M | opened | 2026 Q1 |
| Two Sigma | 330.7k | 0.53% | $8.9M | opened | 2026 Q1 |
| Wellington Management | 310.8k | 0.50% | $8.3M | trimmed -29.4% | 2024 Q4 |
| Handelsbanken Fonder AB | 276.0k | 0.44% | $7.4M | trimmed -50.9% | 2023 Q2 |
| Royal Bank OF Canada | 274.2k | 0.44% | $7.4M | trimmed -21.4% | ≤2013 |
| D. E. Shaw | 268.2k | 0.43% | $7.2M | added +628% | 2025 Q4 |
| AQR Capital | 245.8k | 0.39% | $6.6M | added +1834.4% | 2016 Q1 |
| Summit Creek Advisors LLC | 234.6k | 0.37% | $6.3M | trimmed -11.2% | 2023 Q4 |
| Basswood Capital Management, L.l.c. | 204.7k | 0.33% | $5.5M | added +11.5% | 2024 Q4 |
| Engineers Gate Manager LP | 195.0k | 0.31% | $5.2M | added +732% | 2024 Q2 |
| WCM Investment Management | 183.3k | 0.29% | $4.9M | trimmed -33.3% | 2025 Q3 |
| Quantinno Capital Management LP | 175.0k | 0.28% | $4.7M | added +543.8% | 2025 Q1 |
| Clearline Capital LP | 174.3k | 0.28% | $4.7M | added +639.2% | 2025 Q4 |
| Allspring Global Investments Holdings, LLC | 173.7k | 0.28% | $4.7M | trimmed -82.2% | 2021 Q4 |
Largest 50 of 253 shown; the full ranked, searchable register is at boothcheck.com/holders/CBZ. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.