FMR LLC holds 7.51M shares of CBIZ (NYSE: CBZ) — 15.0% stake reported
Filing Impact
Filing Sentiment
Form Type
SCHEDULE 13G/A
Rhea-AI Filing Summary
CBIZ Inc. Schedule 13G/A reports that FMR LLC beneficially owns 7,511,042.95 shares of CBIZ common stock, representing 15.0% of the class as of 03/31/2026. The filing shows sole voting and dispositive power figures and notes holdings on behalf of others.
Positive
- None.
Negative
- None.
Insights
FMR LLC holds a 15.0% stake in CBIZ (7.51M shares).
FMR LLC's filing lists 7,511,042.95 shares beneficially owned with sole dispositive power of 7,511,042.95 and sole voting power of 7,510,543 as shown on the cover. The schedule indicates aggregate ownership above the 5% reporting threshold.
Ownership is presented as of 03/31/2026; the signature dates are in May 2026. Further detail on underlying accounts or subsidiaries is referenced via Exhibit 99 and Exhibit 24.
Key Figures
Beneficial ownership: 7,511,042.95 shares
Percent of class: 15.0%
Sole voting power: 7,510,543 shares
+4 more
7 metrics
Beneficial ownership
7,511,042.95 shares
Amount beneficially owned reported in Item 4 (as of 03/31/2026)
Percent of class
15.0%
Percent of common stock reported in Item 4
Sole voting power
7,510,543 shares
Sole voting power reported on cover page
Sole dispositive power
7,511,042.95 shares
Sole power to dispose reported on cover page
CUSIP
124805102
CUSIP for CBIZ common stock listed on cover
Ownership report date
03/31/2026
Date tied to ownership figures shown at top of document
Signature date
05/05/2026
Date of signatures executing the amendment
Key Terms
beneficially owned, sole dispositive power, Schedule 13G/A, Exhibit 99
4 terms
beneficially owned regulatory
"Amount beneficially owned: 7511042.95"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole dispositive power regulatory
"Sole power to dispose or to direct the disposition of: 7511042.95"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
Schedule 13G/A regulatory
"Item 1. (a) Name of issuer: CBIZ INC"
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
Exhibit 99 regulatory
"Please see Exhibit 99 for 13d-1(k) (1) agreement."
FAQ
What stake does FMR LLC report in CBIZ (CBZ)?
FMR LLC reports beneficial ownership of 7,511,042.95 shares, equal to 15.0% of CBIZ common stock as of 03/31/2026. The filing shows sole dispositive power and near-equal sole voting power figures for those shares.
What voting and dispositive powers does FMR LLC claim in the filing?
The filing lists sole voting power of 7,510,543 shares and sole dispositive power of 7,511,042.95 shares. Shared voting and dispositive powers are reported as 0.00 in the excerpt.
What date is the ownership figure reported as of in the Schedule 13G/A?
The ownership figure is reported as of 03/31/2026. Signature and filing-related dates in the document appear in May 2026, with exhibits referenced for power-of-attorney and related agreements.
Does the filing identify other persons with more than 5% ownership?
The filing states that one or more other persons may receive dividends or proceeds but that no other single person’s interest exceeds 5% of CBIZ common stock. A list of investment company shareholders is not required to be provided.