198 tracked 13F filers disclose a position in CBZ as of the latest SEC 13F filings, a combined $1.2B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | $201.7M | 7.5M | ▲+5.3% Added · +378K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $102.4M | 3.8M | ▲+5.9% Added · +214K sh | Q1 2026 | |
| 3 | BANK OF MONTREAL /CAN/ | $94.2M | 3.5M | ▲+56% Added · +1.3M sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $57.6M | 2.1M | →First observed position No prior filed position | Q1 2026 | |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | $55.7M | 2.1M | →First observed position No prior filed position | Q1 2026 | |
| 6 | MORGAN STANLEY | $53.9M | 2.0M | ▼−38% Reduced · −1.2M sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $31.1M | 1.2M | ▲+1.2% Added · +14K sh | Q1 2026 | |
| 8 | STATE STREET CORP | $30.9M | 1.2M | ▲+0.2% Added · +3K sh | Q1 2026 | |
| 9 | P2 Capital Partners, LLC | $30.6M | 1.1M | ▼−36% Reduced · −633K sh | Q1 2026 | |
| 10 | ALLIANCEBERNSTEIN L.P. | $45.5M | 902K | ▲17× Added · +848K sh | Q1 2026 | |
| 11 | NORTHERN TRUST CORP | $20.6M | 769K | ▼−16% Reduced · −142K sh | Q1 2026 | |
| 12 | GOLDMAN SACHS GROUP INC | $18.4M | 687K | ▲+8.1% Added · +51K sh | Q1 2026 | |
| 13 | FENIMORE ASSET MANAGEMENT INC | $18.3M | 682K | ▲+51% Added · +230K sh | Q1 2026 | |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $16.7M | 622K | ▲+16% Added · +87K sh | Q1 2026 | |
| 15 | AMERIPRISE FINANCIAL INC | $16.1M | 601K | ▲47× Added · +588K sh | Q1 2026 | |
| 16 | SILVERCREST ASSET MANAGEMENT GROUP LLC | $15.6M | 580K | ▼−34% Reduced · −295K sh | Q1 2026 | |
| 17 | Boston Partners | $15.1M | 561K | ▲New +561K sh | Q1 2026 | |
| 18 | BNP PARIBAS FINANCIAL MARKETS | $15.0M | 558K | ▲28× Added · +538K sh | Q1 2026 | |
| 19 | DIMENSIONAL FUND ADVISORS LP | $14.7M | 547K | ▼−7.3% Reduced · −43K sh | Q1 2026 | |
| 20 | Allianz Asset Management GmbH | $14.6M | 545K | ▲New +545K sh | Q1 2026 | |
| 21 | WATERS PARKERSON & CO., LLC | $14.0M | 523K | ▲+20% Added · +86K sh | Q1 2026 | |
| 22 | Qube Research & Technologies Ltd | $13.7M | 511K | ▲10× Added · +460K sh | Q1 2026 | |
| 23 | MILLENNIUM MANAGEMENT LLC | $12.5M | 465K | ▲15× Added · +433K sh | Q1 2026 | |
| 24 | BANK OF AMERICA CORP /DE/ | $11.6M | 430K | ▼−2.7% Reduced · −12K sh | Q1 2026 | |
| 25 | Point72 Asset Management, L.P. | $11.5M | 430K | ▲New +430K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 17 funds opened a new position in CBZ and 21 added to an existing one, while 13 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 84 funds | $37.3B |
| ALPHABET INC-CL AGOOGL | 83 funds | $24.1B |
| AMAZON.COM INCAMZN | 82 funds | $30.4B |
| APPLE INCAAPL | 81 funds | $44.1B |
| ELI LILLY & COLLY | 81 funds | $9.9B |
| BOSTON SCIENTIFIC CORPBSX | 81 funds | $2.8B |
| META PLATFORMS INC-CLASS AMETA | 80 funds | $15.8B |
| COSTCO WHOLESALE CORPCOST | 80 funds | $6.5B |
| BANK OF AMERICA CORPBAC | 80 funds | $4.1B |
| LAM RESEARCH CORPLRCX | 80 funds | $3.7B |
| FEDEX CORPFDX | 80 funds | $2.5B |
| NVIDIA CORPNVDA | 79 funds | $50.5B |
Ranked by how many of CBZ's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 13, 2026 | YOUNG RODNEY A | Director | Buy (P) | 1K | $26K |
| Mar 13, 2026 | Lakhia Brad S. | Senior Vice President & CFO | Buy (P) | 13K | $332K |
| Mar 10, 2026 | WILEY BENAREE PRATT | Director | Sell (S) | 18K | $474K |
| Dec 2, 2025 | WILEY BENAREE PRATT | Director | Sell (S) | 8K | $411K |
| Nov 26, 2025 | Lakhia Brad S. | Senior Vice President & CFO | Buy (P) | 2K | $100K |
| Aug 8, 2025 | YOUNG RODNEY A | Director | Buy (P) | 2K | $125K |
| Aug 4, 2025 | Lakhia Brad S. | Senior Vice President & CFO | Buy (P) | 2K | $100K |
| Mar 14, 2025 | GROVE WARE H | C.F.O. | Sell (S) | 4K | $283K |
| Mar 6, 2025 | WILEY BENAREE PRATT | Director | Sell (S) | 7K | $468K |
| Mar 4, 2025 | YOUNG RODNEY A | Director | Buy (P) | 1K | $76K |
| Dec 10, 2024 | GROVE WARE H | C.F.O. | Sell (S) | 8K | $644K |
| Dec 9, 2024 | YOUNG RODNEY A | Director | Buy (P) | 1K | $78K |
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CBZ/capital-change-brief"
Use Arkolith's capital_change_brief for CBZ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CBZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.