CBIZ (CBZ) Institutional Ownership $72.01 -0.24 (-0.33%) Closing price 05/23/2025 03:59 PM EasternExtended Trading$71.94 -0.08 (-0.10%) As of 05/23/2025 04:04 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisAnalyst ForecastsChartCompetitorsEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestSustainabilityTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for CBIZ (NYSE:CBZ)CurrentInstitutional OwnershipPercentage87.44%Number ofInstitutional Buyers(last 12 months)176TotalInstitutional Inflows(last 12 months)$559.44MNumber ofInstitutional Sellers(last 12 months)104TotalInstitutional Outflows(last 12 months)$340.04M Get CBZ Insider Trade Alerts Want to know when executives and insiders are buying or selling CBIZ stock? 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Email Address Skip Chart & View Institutional Buying and Selling Data CBZ Institutional Buying and Selling by Quarter CBIZ Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/20/2025 Intech Investment Management LLC31,596$2.40M0.0%+37.0%0.058% 5/19/2025 Jane Street Group LLC41,240$3.13M0.0%+96.1%0.076% 5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC143,270$10.87M0.0%+5.7%0.263% 5/16/2025 Empowered Funds LLC40,269$3.06M0.0%-2.9%0.074% 5/16/2025 Great Lakes Advisors LLC37,073$2.81M0.0%-19.9%0.068% 5/16/2025 Goldman Sachs Group Inc.369,866$28.06M0.0%-28.1%0.680% 5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.29,294$2.22M0.0%+4.7%0.054% 5/16/2025 AQR Capital Management LLC11,725$889K0.0%+6.2%0.022% 5/15/2025 First Manhattan CO. LLC.143,305$10.87M0.0%-1.6%0.263% 5/15/2025 First Financial Bankshares Inc2,923$222K0.0%-50.0%0.005% Get the Latest News and Ratings for CBZ and Related StocksEnter your email address below to receive the latest news and analysts' ratings for CBIZ and its competitors with MarketBeat's FREE daily newsletter. 5/15/2025 Royal Bank of Canada396,278$30.06M0.0%+90.7%0.729% 5/15/2025 MAI Capital Management423$32K0.0%+243.9%0.001% 5/15/2025 Quarry LP347$26K0.0%N/A0.001% 5/15/2025 State of Wyoming7,110$539K0.1%+27.8%0.013% 5/15/2025 OMERS ADMINISTRATION Corp14,600$1.11M0.0%N/A0.027% 5/14/2025 Alpha Wave Global LP88,495$6.71M3.0%N/A0.163% 5/14/2025 Corebridge Financial Inc.23,479$1.78M0.0%-1.5%0.043% 5/14/2025 MetLife Investment Management LLC27,873$2.11M0.0%-3.7%0.051% 5/14/2025 Northwestern Mutual Wealth Management Co.13,249$1.01M0.0%N/A0.024% 5/14/2025 Advantage Alpha Capital Partners LP52,871$4.01M1.0%+9.5%0.097% 5/14/2025 Price T Rowe Associates Inc. MD585,808$44.44M0.0%-9.8%1.077% 5/14/2025 Quantbot Technologies LP13,186$1M0.0%N/A0.024% 5/14/2025 Wellington Management Group LLP410,180$31.12M0.0%+2.1%0.754% 5/13/2025 Northern Trust Corp931,870$70.69M0.0%-0.9%1.713% 5/13/2025 Versor Investments LP5,189$394K0.1%-33.3%0.010% 5/13/2025 Burgundy Asset Management Ltd.2,220,266$168.43M1.7%+6.7%4.082% 5/13/2025 Dimensional Fund Advisors LP1,409,791$106.94M0.0%-5.3%2.592% 5/13/2025 Neuberger Berman Group LLC139,445$10.58M0.0%+6.9%0.256% 5/13/2025 Russell Investments Group Ltd.63,868$4.85M0.0%+76.3%0.117% 5/13/2025 Callan Family Office LLC12,423$942K0.1%+4.1%0.023% 5/12/2025 Nuveen LLC309,702$23.49M0.0%N/A0.569% 5/12/2025 Invesco Ltd.703,928$53.40M0.0%-8.5%1.294% 5/12/2025 Cynosure Group LLC9,729$738K0.1%+30.0%0.018% 5/12/2025 Zions Bancorporation National Association UT17,805$1.35M0.1%N/A0.033% 5/12/2025 Swiss National Bank87,500$6.64M0.0%-1.6%0.161% 5/12/2025 Neumeier Poma Investment Counsel LLC456,382$34.62M3.7%+0.1%0.839% 5/9/2025 Deutsche Bank AG146,328$11.10M0.0%-2.6%0.269% 5/9/2025 Charles Schwab Investment Management Inc.524,122$39.76M0.0%-2.2%0.964% 5/9/2025 Vanguard Group Inc.4,651,812$352.89M0.0%-1.4%8.552% 5/9/2025 Geneva Capital Management LLC425,004$32.24M0.6%+0.4%0.781% While others chase AI stocks, smart traders do this (Ad)Since the pandemic, the average mortgage payment has jumped from $1,427 to $2,047. That's an extra $600 every single month just vanishing from people's pockets. Meanwhile, credit card debt is hitting record highs, and savings accounts are at their lowest since 2008. Most folks are left with two options… Get a second job... or work overtime on weekends. But what if there was a third option? I just uncovered a shocking anomaly in the options market that could change everything... One that lets you target extra cash on days when most people make nothing - weekends. Think what that could mean for your monthly budget...you can get the full story here5/9/2025 Blair William & Co. IL427,605$32.44M0.1%+1.1%0.786% 5/9/2025 PNC Financial Services Group Inc.4,655$353K0.0%+10.9%0.009% 5/8/2025 Commerce Bank8,066$612K0.0%+15.8%0.015% 5/8/2025 US Bancorp DE1,536$117K0.0%-14.5%0.003% 5/8/2025 Pacific Capital Partners Ltd125,000$9.48M6.0%N/A0.230% 5/8/2025 Vestcor Inc2,922$222K0.0%+5.3%0.005% 5/8/2025 XTX Topco Ltd13,751$1.04M0.1%N/A0.025% 5/8/2025 Premier Fund Managers Ltd810,999$60.84M2.3%-0.3%1.491% 5/7/2025 Fiera Capital Corp234,522$17.79M0.1%+14.6%0.431% 5/7/2025 LPL Financial LLC38,181$2.81M0.0%+89.4%0.070% 5/6/2025 BloombergSen Inc.1,022,380$77.56M4.8%-1.7%1.880% 5/6/2025 Assetmark Inc.905$69K0.0%+19.9%0.002% 5/6/2025 Avantax Advisory Services Inc.4,956$376K0.0%+4.4%0.009% 5/6/2025 Royce & Associates LP210,219$15.95M0.2%+0.6%0.386% 5/6/2025 Roundview Capital LLC40,423$3.07M0.2%-8.8%0.074% 5/6/2025 Legato Capital Management LLC16,238$1.23M0.2%-1.3%0.030% 5/6/2025 KLP Kapitalforvaltning AS8,700$660K0.0%-7.4%0.016% 5/6/2025 Bank Julius Baer & Co. Ltd Zurich76,657$5.82M0.0%-49.7%0.141% 5/6/2025 Universal Beteiligungs und Servicegesellschaft mbH30,774$2.34M0.0%N/A0.057% 5/5/2025 GW&K Investment Management LLC893,516$67.78M0.6%+9.7%1.643% 5/5/2025 CBIZ Investment Advisory Services LLC4,661$351K0.1%+6.2%0.009% 5/5/2025 Jennison 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% While others chase AI stocks, smart traders do this (Ad)Since the pandemic, the average mortgage payment has jumped from $1,427 to $2,047. That's an extra $600 every single month just vanishing from people's pockets. Meanwhile, credit card debt is hitting record highs, and savings accounts are at their lowest since 2008. Most folks are left with two options… Get a second job... or work overtime on weekends. But what if there was a third option? I just uncovered a shocking anomaly in the options market that could change everything... One that lets you target extra cash on days when most people make nothing - weekends. Think what that could mean for your monthly budget...you can get the full story here4/14/2025 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% 3/24/2025 Wellington Management Group LLP401,552$32.86M0.0%N/A0.747% 3/18/2025 California State Teachers Retirement System42,444$3.47M0.0%-1.0%0.079% 2/18/2025 Burgundy Asset Management Ltd.2,081,380$170.32M1.7%+1.5%4.147% 2/18/2025 McIlrath & Eck LLC557$46K0.0%+193.2%0.001% 2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC135,594$11.10M0.0%+15.1%0.270% 2/17/2025 Voloridge Investment Management LLC42,118$3.45M0.0%+72.4%0.084% (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, 285 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. ($168.43M), P2 Capital Partners LLC ($156.17M), Dimensional Fund Advisors LP ($106.94M), Capital World Investors ($92.84M), and Geode Capital Management LLC ($90.85M).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 229 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 ($811.73K), Artemis Investment Management LLP ($631.89K), and Burgundy Asset Management Ltd. ($582.22K). How much institutional buying is happening at CBIZ? Institutional investors have bought a total of 16,246,264 shares in the last 24 months. This purchase volume represents approximately $1.16B in transactions. Which CBIZ major shareholders have been selling company stock? Of the 148 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 ($1.07M), Victory Capital Management Inc. ($926.97K), Allspring Global Investments Holdings LLC ($884.78K), Mawer Investment Management Ltd. ($873.07K), Neuberger Berman Group LLC ($680.77K), Paradice Investment Management LLC ($540.84K), and William Blair Investment Management LLC ($413.81K). How much institutional selling is happening at CBIZ? Institutional investors have sold a total of 9,213,634 shares in the last 24 months. This volume of shares sold represents approximately $626.94M in transactions. Related Companies FCN Major Shareholders EXPO Major Shareholders DNB Major Shareholders VSEC Major Shareholders HURN Major Shareholders ICFI Major Shareholders CRAI Major Shareholders ACTG Major Shareholders FC Major Shareholders MG Major Shareholders This page (NYSE:CBZ) was last updated on 5/25/2025 by MarketBeat.com Staff From Our PartnersGold Hits New Highs as Global Markets SpiralWhen Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. ...Premier Gold Co | SponsoredWhite House to reset Social Security?Elon Musk's parting DOGE gift looks set to shock America... 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