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CBIZ (CBZ) Institutional Ownership

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$65.07 -0.70 (-1.07%)
As of 11:27 AM Eastern
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Institutional Ownership Changes (13F Filings) for CBIZ (NYSE:CBZ)

Current
Institutional Ownership
Percentage
87.44%
Number of
Institutional Buyers
(last 12 months)
194
Total
Institutional Inflows
(last 12 months)
$678.87M
Number of
Institutional Sellers
(last 12 months)
110
Total
Institutional Outflows
(last 12 months)
$312.57M
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CBZ Institutional Buying and Selling by Quarter

CBIZ Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/25/2025 Neuberger Berman Group LLC109,528$7.85M0.0%-21.5%0.203%
8/19/2025 State of Wyoming2,570$184K0.0%-63.9%0.005%
8/15/2025 CANADA LIFE ASSURANCE Co21,830$1.57M0.0%+13.3%0.040%
8/15/2025 Tower Research Capital LLC TRC 5,516$396K0.0%+297.4%0.010%
8/15/2025 Corient Private Wealth LLC9,747$694K0.0%+4.4%0.018%
8/15/2025 Kensington Investment Counsel LLC19,285$1.38M0.6%-1.9%0.036%
8/15/2025 Captrust Financial Advisors8,361$600K0.0%-2.1%0.015%
8/15/2025 P2 Capital Partners LLC1,806,308$129.53M24.8%-5.8%3.347%
8/15/2025 Helium Advisors LLC5,500$394K0.2%N/A0.010%
8/15/2025 Holocene Advisors LP5,577$400K0.0%N/A0.010%
8/15/2025 BNP Paribas Financial Markets5,700$409K0.0%+67.8%0.011%
8/15/2025 Balyasny Asset Management L.P.4,969$356K0.0%+4.9%0.009%
8/15/2025 Bank of America Corp DE454,551$32.60M0.0%+0.3%0.842%
8/15/2025 Ameriprise Financial Inc.144,290$10.35M0.0%+89.8%0.267%
8/14/2025 Strategic Wealth Investment Group LLC515$37K0.1%N/A0.001%
8/14/2025 California State Teachers Retirement System48,867$3.50M0.0%+16.8%0.091%
8/14/2025 Raymond James Financial Inc.1,845$132K0.0%N/A0.003%
8/14/2025 Quantinno Capital Management LP6,374$457K0.0%+119.6%0.012%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.29,529$2.12M0.0%+0.8%0.055%
8/14/2025 The Manufacturers Life Insurance Company 29,047$2.08M0.0%+2.6%0.054%
8/14/2025 Sei Investments Co.27,683$1.99M0.0%-26.5%0.051%
8/14/2025 Qube Research & Technologies Ltd27,008$1.94M0.0%-67.7%0.050%
8/14/2025 State Street Corp1,210,801$86.83M0.0%+4.6%2.243%
8/14/2025 Burgundy Asset Management Ltd.2,321,198$166.45M1.6%+4.5%4.301%
8/14/2025 Cerity Partners LLC11,023$790K0.0%-8.7%0.020%
8/13/2025 Jump Financial LLC5,902$423K0.0%N/A0.011%
8/13/2025 Marshall Wace LLP112,011$8.03M0.0%N/A0.208%
8/13/2025 Alpha Wave Global LP232,021$16.64M1.8%+162.2%0.430%
8/13/2025 Bridge City Capital LLC83,704$6.00M1.7%-1.0%0.155%
8/13/2025 EverSource Wealth Advisors LLC722$52K0.0%+165.4%0.001%
8/13/2025 Invesco Ltd.602,923$43.24M0.0%-14.3%1.117%
8/13/2025 Granite Investment Partners LLC433,989$31.12M1.5%-19.4%0.804%
8/13/2025 Millington Financial Advisors LLC30,564$2.30M1.2%-2.5%0.057%
8/13/2025 New York State Common Retirement Fund75,317$5.40M0.0%-5.5%0.140%
8/13/2025 Neuberger Berman Group LLC109,528$7.85M0.0%-21.5%0.203%
8/13/2025 Norges Bank25,689$1.84M0.0%N/A0.048%
8/13/2025 Hsbc Holdings PLC5,552$395K0.0%N/A0.010%
8/13/2025 Advantage Alpha Capital Partners LP49,463$3.55M1.0%-6.4%0.092%
8/13/2025 Russell Investments Group Ltd.74,688$5.36M0.0%+16.9%0.138%
8/12/2025 Ameritas Investment Partners Inc.5,353$384K0.0%+10.4%0.010%
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8/12/2025 Prudential Financial Inc.6,637$492K0.0%+80.4%0.012%
8/12/2025 Segall Bryant & Hamill LLC200,835$14.40M0.2%+20.7%0.372%
8/12/2025 Rhumbline Advisers80,821$5.80M0.0%+11.9%0.150%
8/12/2025 Franklin Resources Inc.109,122$7.83M0.0%N/A0.202%
8/12/2025 Legal & General Group Plc59,236$4.25M0.0%-19.2%0.110%
8/12/2025 JPMorgan Chase & Co.985,958$70.70M0.0%+30.8%1.827%
8/12/2025 Swiss National Bank98,100$7.04M0.0%+12.1%0.182%
8/12/2025 Handelsbanken Fonder AB462,000$33.13M0.1%+33.1%0.856%
8/12/2025 Bank Julius Baer & Co. Ltd Zurich61,754$4.52M0.1%-19.4%0.114%
8/12/2025 Ensign Peak Advisors Inc16,648$1.19M0.0%-19.4%0.031%
8/12/2025 Neumeier Poma Investment Counsel LLC438,976$31.48M2.9%-3.8%0.813%
8/11/2025 Empowered Funds LLC60,315$4.33M0.0%+49.8%0.112%
8/11/2025 Universal Beteiligungs und Servicegesellschaft mbH21,568$1.55M0.0%-29.9%0.040%
8/8/2025 Intech Investment Management LLC22,919$1.64M0.0%-27.5%0.042%
8/8/2025 Creative Planning22,655$1.63M0.0%-6.7%0.042%
8/8/2025 Police & Firemen s Retirement System of New Jersey11,836$849K0.0%+15.9%0.022%
8/8/2025 Geode Capital Management LLC1,224,142$87.79M0.0%+8.6%2.268%
8/8/2025 KBC Group NV1,611$116K0.0%-20.3%0.003%
8/7/2025 Mawer Investment Management Ltd.128,668$9.23M0.0%N/A0.238%
8/7/2025 ProShare Advisors LLC10,752$771K0.0%+3.6%0.020%
8/7/2025 King Luther Capital Management Corp80,201$5.75M0.0%-2.5%0.149%
8/7/2025 Zions Bancorporation National Association UT25,572$1.83M0.1%+43.6%0.047%
8/6/2025 Summit Investment Advisors Inc.4,848$368K0.3%-3.3%0.009%
8/6/2025 Summit Creek Advisors LLC306,318$21.97M3.1%+0.7%0.568%
8/6/2025 BNP PARIBAS ASSET MANAGEMENT Holding S.A.483$35K0.0%N/A0.001%
8/5/2025 Huntington National Bank2,228$160K0.0%+15.7%0.004%
8/5/2025 Bank of New York Mellon Corp163,157$11.70M0.0%+9.1%0.300%
8/5/2025 Corton Capital Inc.3,177$228K0.3%N/A0.006%
8/5/2025 Geneva Capital Management LLC450,004$32.27M0.5%+5.9%0.827%
8/4/2025 Strs Ohio91,800$6.58M0.0%+0.7%0.170%
8/4/2025 Atria Investments Inc3,116$223K0.0%-10.2%0.006%
8/4/2025 Mayflower Financial Advisors LLC5,663$406K0.1%-3.4%0.010%
8/1/2025 Teacher Retirement System of Texas7,758$556K0.0%+17.5%0.014%
8/1/2025 Bessemer Group Inc.447,844$32.11M0.1%+4.7%0.823%
8/1/2025 Envestnet Asset Management Inc.76,296$5.47M0.0%-2.4%0.140%
7/31/2025 Schneider Downs Wealth Management Advisors LP23,369$1.68M0.3%-1.2%0.043%
7/31/2025 State of New Jersey Common Pension Fund D26,068$1.87M0.0%+13.2%0.048%
7/30/2025 Ethic Inc.3,767$268K0.0%+21.6%0.007%
7/29/2025 Vista Finance LLC3,856$277K0.2%+4.0%0.007%
7/29/2025 William Blair Investment Management LLC303,146$21.74M0.1%N/A0.557%
7/29/2025 Cannon Global Investment Management LLC6,500$466K1.0%N/A0.012%
7/25/2025 Montrusco Bolton Investments Inc.233,390$16.74M0.2%N/A0.429%
7/25/2025 Allspring Global Investments Holdings LLC753,505$54.55M0.1%-11.3%1.385%
7/25/2025 Meritage Portfolio Management4,110$295K0.0%-34.1%0.008%
7/25/2025 CWM LLC12,493$896K0.0%-3.7%0.023%
7/25/2025 Vanguard Personalized Indexing Management LLC17,993$1.29M0.0%+148.6%0.033%
7/24/2025 Inspire Investing LLC5,455$391K0.0%+20.4%0.010%
7/24/2025 Callan Family Office LLC15,568$1.12M0.0%+25.3%0.029%
7/24/2025 Blair William & Co. IL434,498$31.16M0.1%+1.6%0.799%
7/24/2025 McElhenny Sheffield Capital Management LLC169,000$12.12M0.8%N/A0.311%
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7/23/2025 Roundview Capital LLC47,327$3.39M0.2%+17.1%0.087%
7/23/2025 KLP Kapitalforvaltning AS10,700$767K0.0%+23.0%0.020%
7/23/2025 Laurus Global Equity Management Inc.7,820$561K0.4%-44.2%0.014%
7/22/2025 Valeo Financial Advisors LLC14,737$1.06M0.0%+22.0%0.027%
7/18/2025 BloombergSen Inc.1,119,362$80.27M4.9%+9.5%2.058%
7/18/2025 Truist Financial Corp11,035$791K0.0%-14.9%0.020%
7/17/2025 Taylor Frigon Capital Management LLC29,809$2.14M1.1%-6.5%0.055%
7/17/2025 Chatham Capital Group Inc.53,047$3.80M0.6%-0.5%0.098%
7/15/2025 Public Employees Retirement System of Ohio114,259$8.19M0.0%+3.8%0.210%
7/15/2025 Fifth Third Bancorp4,739$340K0.0%-5.2%0.009%
(Data available from 1/1/2016 forward)

CBZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CBZ shares?

During the previous two years, 290 institutional investors and hedge funds held shares of CBIZ. The most heavily invested institutionals were Vanguard Group Inc. ($352.89M), Capital Research Global Investors ($288.56M), Burgundy Asset Management Ltd. ($166.45M), P2 Capital Partners LLC ($129.53M), Dimensional Fund Advisors LP ($106.94M), Capital World Investors ($92.84M), and Geode Capital Management LLC ($87.79M).Learn more on CBIZ's institutional investors.

What percentage of CBIZ's stock is owned by institutional investors?

87.44% of CBIZ's stock is owned by institutional investors. Learn more on CBZ's institutional investor holdings.

Which institutional investors have been buying CBIZ's stock?

Of the 243 institutional investors that purchased CBIZ's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Capital Research Global Investors ($3.13M), Vanguard Group Inc. ($1.11M), Capital World Investors ($826.85K), Wellington Management Group LLP ($811.73K), Premier Fund Managers Ltd ($727.45K), Artemis Investment Management LLP ($631.89K), and Burgundy Asset Management Ltd. ($606.20K).

How much institutional buying is happening at CBIZ?

Institutional investors have bought a total of 8,958,972 shares in the last 24 months. This purchase volume represents approximately $678.87M in transactions.

Which of CBIZ's major shareholders have been selling company stock?

Of the 110 institutional investors that sold CBIZ's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Neuberger Berman Group LLC ($740.61K), Mawer Investment Management Ltd. ($585.93K), Capital Research Global Investors ($405.69K), Allspring Global Investments Holdings LLC ($372.26K), Price T Rowe Associates Inc. MD ($172.70K), Invesco Ltd. ($166.29K), and Goldman Sachs Group Inc. ($144.26K).

How much institutional selling is happening at CBIZ?

Institutional investors have sold a total of 4,101,508 shares in the last 24 months. This volume of shares sold represents approximately $312.57M in transactions.


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This page (NYSE:CBZ) was last updated on 8/28/2025 by MarketBeat.com Staff
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