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CBIZ (CBZ) Institutional Ownership

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$72.97 +1.18 (+1.65%)
As of 01:00 PM 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)
163
Total
Institutional Inflows
(last 12 months)
$787.47M
Number of
Institutional Sellers
(last 12 months)
93
Total
Institutional Outflows
(last 12 months)
$341.48M
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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
5/5/2025Jennison Associates LLC6,396$485K0.0%N/A0.012%
5/2/2025 Segall Bryant & Hamill LLC166,457$12.63M0.2%+12.1%0.306%
5/2/2025 Victory Capital Management Inc.52,115$3.95M0.0%-11.5%0.096%
5/2/2025 Whittier Trust Co.442$34K0.0%N/A0.001%
5/1/2025 Rice Hall James & Associates LLC42,555$3.23M0.2%-0.4%0.078%
5/1/2025 CWM LLC12,979$985K0.0%-12.2%0.024%
5/1/2025 Arizona State Retirement System12,957$983K0.0%-1.2%0.024%
5/1/2025 Laurus Global Equity Management Inc.14,020$1.06M0.7%-51.5%0.026%
5/1/2025 Xponance Inc.3,620$275K0.0%+5.7%0.007%
4/30/2025 Cerity Partners LLC12,076$916K0.0%-10.4%0.022%
4/29/2025 Envestnet Asset Management Inc.78,194$5.93M0.0%+4.3%0.145%
4/29/2025 Ifrah Financial Services Inc.5,247$398K0.1%-9.0%0.010%
4/29/2025 Bank of New York Mellon Corp149,558$11.35M0.0%-0.3%0.277%
4/29/2025 Olde Wealth Management LLC727$55K0.0%N/A0.001%
4/28/2025 Principal Financial Group Inc.31,766$2.41M0.0%+0.8%0.059%
4/28/2025 Meritage Portfolio Management6,234$473K0.0%-44.4%0.012%
4/28/2025 Teacher Retirement System of Texas6,604$501K0.0%+11.6%0.012%
4/28/2025 Bancreek Capital Management LP81,792$6.21M9.3%-10.8%0.151%
4/25/2025 Taylor Frigon Capital Management LLC31,891$2.42M1.4%+67.4%0.059%
4/24/2025 Allspring Global Investments Holdings LLC849,054$65.36M0.1%-23.8%1.571%
4/24/2025 Artemis Investment Management LLP631,893$47.94M0.7%+60.4%1.169%
4/23/2025 Bessemer Group Inc.427,923$32.46M0.1%+3.9%0.792%
4/17/2025 Janney Montgomery Scott LLC3,022$229K0.0%-33.2%0.006%
4/16/2025 Vista Finance LLC3,706$281K0.2%+32.3%0.007%
4/16/2025 Wealth Enhancement Advisory Services LLC38,340$2.91M0.0%+130.8%0.071%
4/15/2025 Fifth Third Bancorp4,997$379K0.0%+27.3%0.009%
4/15/2025 Handelsbanken Fonder AB347,000$26.32M0.1%+7.8%0.642%
4/15/2025 SG Americas Securities LLC14,263$1.08M0.0%+462.4%0.026%
4/14/2025 Millington Financial Advisors LLC31,334$2.44M1.5%+2.6%0.058%
4/14/2025 Fenimore Asset Management Inc432,337$32.80M0.7%+0.2%0.800%
4/10/2025 Chatham Capital Group Inc.53,292$4.04M0.7%+4.5%0.099%
4/8/2025 Rhumbline Advisers72,236$5.48M0.0%+3.7%0.134%
4/7/2025 GAMMA Investing LLC16,462$1.25M0.0%+9,306.9%0.031%
3/24/2025Wellington Management Group LLP401,552$32.86M0.0%N/A0.747%
3/18/2025California State Teachers Retirement System42,444$3.47M0.0%-1.0%0.079%
2/18/2025Burgundy Asset Management Ltd.2,081,380$170.32M1.7%+1.5%4.147%
2/18/2025McIlrath & Eck LLC557$46K0.0%+193.2%0.001%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC135,594$11.10M0.0%+15.1%0.270%
2/17/2025Voloridge Investment Management LLC42,118$3.45M0.0%+72.4%0.084%
2/17/2025Waters Parkerson & CO. LLC285,755$23.38M1.2%N/A0.569%
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2/17/2025Squarepoint Ops LLC10,498$859K0.0%-87.8%0.021%
2/17/2025Two Sigma Investments LP41,465$3.39M0.0%-61.8%0.083%
2/17/2025Two Sigma Advisers LP92,023$7.53M0.0%-6.9%0.183%
2/17/2025State of Wyoming5,565$455K0.1%-28.5%0.011%
2/17/2025SG Capital Management LLC251,044$20.54M2.0%N/A0.500%
2/17/2025Silvercrest Asset Management Group LLC813,868$66.60M0.4%-6.0%1.622%
2/17/2025Royal Bank of Canada207,806$17.00M0.0%+7.4%0.414%
2/17/2025ProShare Advisors LLC13,497$1.10M0.0%+49.2%0.027%
2/17/2025Man Group plc11,825$968K0.0%N/A0.024%
2/17/2025Nuveen Asset Management LLC244,080$19.97M0.0%+85.6%0.486%
2/17/2025Numerai GP LLC12,235$1.00M0.3%N/A0.024%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.27,976$2.29M0.0%+4.1%0.056%
2/17/2025Janus Henderson Group PLC98,781$8.08M0.0%+14.9%0.197%
2/17/2025Emmett Investment Management LP53,782$4.40M4.0%N/A0.107%
2/17/2025First Manhattan CO. LLC.145,580$11.91M0.0%-0.4%0.290%
2/17/2025Deutsche Bank AG150,263$12.30M0.0%+10.8%0.299%
2/17/2025DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main21,152$1.73M0.0%-62.1%0.042%
2/17/2025Cetera Investment Advisers2,850$233K0.0%N/A0.006%
2/17/2025Captrust Financial Advisors10,399$851K0.0%+2.0%0.021%
2/17/2025Balyasny Asset Management L.P.4,601$376K0.0%-27.0%0.009%
2/17/2025Bayesian Capital Management LP2,835$232K0.0%N/A0.006%
2/17/2025Bank of America Corp DE431,750$35.33M0.0%+3.4%0.860%
2/17/2025Basswood Capital Management L.L.C.40,355$3.30M0.2%N/A0.080%
2/17/2025BNP Paribas Financial Markets6,992$572K0.0%-71.9%0.014%
2/17/2025Ameriprise Financial Inc.54,518$4.46M0.0%+24.9%0.109%
2/17/2025ArrowMark Colorado Holdings LLC2,492$204K0.0%N/A0.005%
2/14/2025Jane Street Group LLC21,026$1.72M0.0%-58.4%0.042%
2/14/2025Comerica Bank9,556$782K0.0%+16.9%0.019%
2/14/2025Northern Trust Corp940,717$76.98M0.0%+0.7%1.874%
2/14/2025The Manufacturers Life Insurance Company 26,049$2.13M0.0%-2.5%0.052%
2/14/2025Tudor Investment Corp ET AL4,766$390K0.0%-87.8%0.009%
2/14/2025Public Employees Retirement Association of Colorado311,696$25.51M0.1%+16.3%0.621%
2/14/2025Susquehanna Fundamental Investments LLC38,590$3.16M0.0%N/A0.077%
2/14/2025Voya Investment Management LLC14,601$1.20M0.0%-7.0%0.029%
2/14/2025Price T Rowe Associates Inc. MD649,314$53.14M0.0%-14.4%1.294%
2/14/2025Hsbc Holdings PLC5,885$485K0.0%-45.1%0.012%
2/14/2025Stifel Financial Corp17,236$1.41M0.0%+25.0%0.034%
2/14/2025Tower Research Capital LLC TRC 1,586$130K0.0%-41.8%0.003%
2/14/2025Teachers Retirement System of The State of Kentucky35,296$2.89M0.0%N/A0.070%
2/14/2025MetLife Investment Management LLC28,936$2.37M0.0%+4.6%0.058%
2/14/2025Capital Research Global Investors3,526,288$288.56M0.1%-10.3%7.026%
2/14/2025Capital World Investors1,134,585$92.84M0.0%+37.6%2.261%
2/14/2025First Trust Advisors LP18,107$1.48M0.0%-64.9%0.036%
2/14/2025Dimensional Fund Advisors LP1,489,478$121.88M0.0%-0.5%2.968%
2/13/2025CANADA LIFE ASSURANCE Co20,460$1.67M0.0%-11.8%0.041%
2/13/2025Marshall Wace LLP53,375$4.37M0.0%-40.8%0.106%
2/13/2025Mariner LLC11,944$977K0.0%+6.7%0.024%
2/13/2025Barclays PLC85,610$7.01M0.0%+8.8%0.171%
2/13/2025Summit Investment Advisors Inc.5,014$410K0.4%+4.8%0.010%
2/13/2025Granite Investment Partners LLC561,249$45.93M2.0%-4.0%1.118%
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2/13/2025Advisors Capital Management LLC2,900$237K0.0%N/A0.006%
2/13/2025Neuberger Berman Group LLC130,385$10.67M0.0%-83.9%0.260%
2/13/2025 Bessemer Group Inc.411,703$33.69M0.1%+2.9%0.820%
2/13/2025Legal & General Group Plc55,846$4.57M0.0%-5.3%0.111%
2/13/2025Invesco Ltd.769,209$62.94M0.0%+157.2%1.533%
2/13/2025Bank of Montreal Can2,927$240K0.0%N/A0.006%
2/13/2025 Cerity Partners LLC13,477$1.10M0.0%-1.2%0.027%
2/13/2025Aster Capital Management DIFC Ltd436$36K0.0%-87.2%0.001%
2/13/2025Russell Investments Group Ltd.36,225$2.96M0.0%+133.0%0.072%
2/13/2025 Envestnet Asset Management Inc.74,964$6.13M0.0%+5.9%0.149%
(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, 278 institutional investors and hedge funds held shares of CBIZ. The most heavily invested institutionals were Vanguard Group Inc. ($385.95M), Capital Research Global Investors ($288.56M), Burgundy Asset Management Ltd. ($170.32M), P2 Capital Partners LLC ($156.17M), Dimensional Fund Advisors LP ($121.88M), FIL Ltd ($92.93M), and Capital World Investors ($92.84M).Learn more on CBZ's institutional investors.

What percentage of CBIZ stock is owned by institutional investors?

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

Which institutional investors have been buying CBIZ stock?

Of the 222 institutional investors that purchased CBIZ 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), Premier Fund Managers Ltd ($815.94K), Wellington Management Group LLP ($803.10K), GW&K Investment Management LLC ($683.86K), and Artemis Investment Management LLP ($631.89K).

How much institutional buying is happening at CBIZ?

Institutional investors have bought a total of 16,367,508 shares in the last 24 months. This purchase volume represents approximately $1.14B in transactions.

Which CBIZ major shareholders have been selling company stock?

Of the 140 institutional investors that sold CBIZ stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Dimensional Fund Advisors LP ($1.28M), Mawer Investment Management Ltd. ($1.05M), Victory Capital Management Inc. ($926.97K), Allspring Global Investments Holdings LLC ($884.78K), Neuberger Berman Group LLC ($680.77K), William Blair Investment Management LLC ($557.45K), and Paradice Investment Management LLC ($540.84K).

How much institutional selling is happening at CBIZ?

Institutional investors have sold a total of 9,419,634 shares in the last 24 months. This volume of shares sold represents approximately $622.23M in transactions.


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This page (NYSE:CBZ) was last updated on 5/5/2025 by MarketBeat.com Staff
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