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CBIZ (CBZ) Institutional Ownership

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$56.75 +0.98 (+1.76%)
Closing price 10/8/2025 03:59 PM Eastern
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$58.40 +1.65 (+2.91%)
As of 08:13 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)
$656.09M
Number of
Institutional Sellers
(last 12 months)
110
Total
Institutional Outflows
(last 12 months)
$311.81M
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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
9/26/2025Corient Private Wealth LLC9,747$699K0.0%+4.4%0.018%
9/12/2025Valeo Financial Advisors LLC14,737$1.06M0.0%+22.0%0.027%
9/4/2025Osaic Holdings Inc.2,327$167K0.0%-14.9%0.004%
8/25/2025Neuberger Berman Group LLC109,528$7.85M0.0%-21.5%0.203%
8/19/2025State of Wyoming2,570$184K0.0%-63.9%0.005%
8/15/2025CANADA LIFE ASSURANCE Co21,830$1.57M0.0%+13.3%0.040%
8/15/2025Tower Research Capital LLC TRC 5,516$396K0.0%+297.4%0.010%
8/15/2025Corient Private Wealth LLC9,747$694K0.0%+4.4%0.018%
8/15/2025Kensington Investment Counsel LLC19,285$1.38M0.6%-1.9%0.036%
8/15/2025Captrust Financial Advisors8,361$600K0.0%-2.1%0.015%
8/15/2025P2 Capital Partners LLC1,806,308$129.53M24.8%-5.8%3.347%
8/15/2025Helium Advisors LLC5,500$394K0.2%N/A0.010%
8/15/2025Holocene Advisors LP5,577$400K0.0%N/A0.010%
8/15/2025BNP Paribas Financial Markets5,700$409K0.0%+67.8%0.011%
8/15/2025Balyasny Asset Management L.P.4,969$356K0.0%+4.9%0.009%
8/15/2025Bank of America Corp DE454,551$32.60M0.0%+0.3%0.842%
8/15/2025Ameriprise Financial Inc.144,290$10.35M0.0%+89.8%0.267%
8/14/2025Strategic Wealth Investment Group LLC515$37K0.1%N/A0.001%
8/14/2025California State Teachers Retirement System48,867$3.50M0.0%+16.8%0.091%
8/14/2025Raymond James Financial Inc.1,845$132K0.0%N/A0.003%
8/14/2025Quantinno Capital Management LP6,374$457K0.0%+119.6%0.012%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.29,529$2.12M0.0%+0.8%0.055%
8/14/2025The Manufacturers Life Insurance Company 29,047$2.08M0.0%+2.6%0.054%
8/14/2025Sei Investments Co.27,683$1.99M0.0%-26.5%0.051%
8/14/2025Qube Research & Technologies Ltd27,008$1.94M0.0%-67.7%0.050%
8/14/2025State Street Corp1,210,801$86.83M0.0%+4.6%2.243%
8/14/2025Burgundy Asset Management Ltd.2,321,198$166.45M1.6%+4.5%4.301%
8/14/2025Cerity Partners LLC11,023$790K0.0%-8.7%0.020%
8/13/2025Jump Financial LLC5,902$423K0.0%N/A0.011%
8/13/2025Marshall Wace LLP112,011$8.03M0.0%N/A0.208%
8/13/2025Alpha Wave Global LP232,021$16.64M1.8%+162.2%0.430%
8/13/2025Bridge City Capital LLC83,704$6.00M1.7%-1.0%0.155%
8/13/2025EverSource Wealth Advisors LLC722$52K0.0%+165.4%0.001%
8/13/2025Invesco Ltd.602,923$43.24M0.0%-14.3%1.117%
8/13/2025Granite Investment Partners LLC433,989$31.12M1.5%-19.4%0.804%
8/13/2025Millington Financial Advisors LLC30,564$2.30M1.2%-2.5%0.057%
8/13/2025New York State Common Retirement Fund75,317$5.40M0.0%-5.5%0.140%
8/13/2025Neuberger Berman Group LLC109,528$7.85M0.0%-21.5%0.203%
8/13/2025Norges Bank25,689$1.84M0.0%N/A0.048%
8/13/2025Hsbc Holdings PLC5,552$395K0.0%N/A0.010%
8/13/2025Advantage Alpha Capital Partners LP49,463$3.55M1.0%-6.4%0.092%
8/13/2025Russell Investments Group Ltd.74,688$5.36M0.0%+16.9%0.138%
8/12/2025Ameritas Investment Partners Inc.5,353$384K0.0%+10.4%0.010%
8/12/2025Prudential Financial Inc.6,637$492K0.0%+80.4%0.012%
8/12/2025Segall Bryant & Hamill LLC200,835$14.40M0.2%+20.7%0.372%
8/12/2025Rhumbline Advisers80,821$5.80M0.0%+11.9%0.150%
8/12/2025Franklin Resources Inc.109,122$7.83M0.0%N/A0.202%
8/12/2025Legal & General Group Plc59,236$4.25M0.0%-19.2%0.110%
8/12/2025JPMorgan Chase & Co.985,958$70.70M0.0%+30.8%1.827%
8/12/2025Swiss National Bank98,100$7.04M0.0%+12.1%0.182%
8/12/2025Handelsbanken Fonder AB462,000$33.13M0.1%+33.1%0.856%
8/12/2025Bank Julius Baer & Co. Ltd Zurich61,754$4.52M0.1%-19.4%0.114%
8/12/2025Ensign Peak Advisors Inc16,648$1.19M0.0%-19.4%0.031%
8/12/2025Neumeier Poma Investment Counsel LLC438,976$31.48M2.9%-3.8%0.813%
8/11/2025Empowered Funds LLC60,315$4.33M0.0%+49.8%0.112%
8/11/2025Universal Beteiligungs und Servicegesellschaft mbH21,568$1.55M0.0%-29.9%0.040%
8/8/2025Intech Investment Management LLC22,919$1.64M0.0%-27.5%0.042%
8/8/2025Creative Planning22,655$1.63M0.0%-6.7%0.042%
8/8/2025Police & Firemen s Retirement System of New Jersey11,836$849K0.0%+15.9%0.022%
8/8/2025Geode Capital Management LLC1,224,142$87.79M0.0%+8.6%2.268%
8/8/2025KBC Group NV1,611$116K0.0%-20.3%0.003%
8/7/2025Mawer Investment Management Ltd.128,668$9.23M0.0%N/A0.238%
8/7/2025ProShare Advisors LLC10,752$771K0.0%+3.6%0.020%
8/7/2025King Luther Capital Management Corp80,201$5.75M0.0%-2.5%0.149%
8/7/2025Zions Bancorporation National Association UT25,572$1.83M0.1%+43.6%0.047%
8/6/2025Summit Investment Advisors Inc.4,848$368K0.3%-3.3%0.009%
8/6/2025Summit Creek Advisors LLC306,318$21.97M3.1%+0.7%0.568%
8/6/2025BNP PARIBAS ASSET MANAGEMENT Holding S.A.483$35K0.0%N/A0.001%
8/5/2025Huntington National Bank2,228$160K0.0%+15.7%0.004%
8/5/2025Bank of New York Mellon Corp163,157$11.70M0.0%+9.1%0.300%
8/5/2025Corton Capital Inc.3,177$228K0.3%N/A0.006%
8/5/2025Geneva Capital Management LLC450,004$32.27M0.5%+5.9%0.827%
8/4/2025Strs Ohio91,800$6.58M0.0%+0.7%0.170%
8/4/2025Atria Investments Inc3,116$223K0.0%-10.2%0.006%
8/4/2025Mayflower Financial Advisors LLC5,663$406K0.1%-3.4%0.010%
8/1/2025Teacher Retirement System of Texas7,758$556K0.0%+17.5%0.014%
8/1/2025Bessemer Group Inc.447,844$32.11M0.1%+4.7%0.823%
8/1/2025Envestnet Asset Management Inc.76,296$5.47M0.0%-2.4%0.140%
7/31/2025Schneider Downs Wealth Management Advisors LP23,369$1.68M0.3%-1.2%0.043%
7/31/2025State of New Jersey Common Pension Fund D26,068$1.87M0.0%+13.2%0.048%
7/30/2025Ethic Inc.3,767$268K0.0%+21.6%0.007%
7/29/2025Vista Finance LLC3,856$277K0.2%+4.0%0.007%
7/29/2025William Blair Investment Management LLC303,146$21.74M0.1%N/A0.557%
7/29/2025Cannon Global Investment Management LLC6,500$466K1.0%N/A0.012%
7/25/2025Montrusco Bolton Investments Inc.233,390$16.74M0.2%N/A0.429%
7/25/2025Allspring Global Investments Holdings LLC753,505$54.55M0.1%-11.3%1.385%
7/25/2025Meritage Portfolio Management4,110$295K0.0%-34.1%0.008%
7/25/2025CWM LLC12,493$896K0.0%-3.7%0.023%
7/25/2025Vanguard Personalized Indexing Management LLC17,993$1.29M0.0%+148.6%0.033%
7/24/2025Inspire Investing LLC5,455$391K0.0%+20.4%0.010%
7/24/2025Callan Family Office LLC15,568$1.12M0.0%+25.3%0.029%
7/24/2025Blair William & Co. IL434,498$31.16M0.1%+1.6%0.799%
7/24/2025McElhenny Sheffield Capital Management LLC169,000$12.12M0.8%N/A0.311%
7/23/2025Roundview Capital LLC47,327$3.39M0.2%+17.1%0.087%
7/23/2025KLP Kapitalforvaltning AS10,700$767K0.0%+23.0%0.020%
7/23/2025Laurus Global Equity Management Inc.7,820$561K0.4%-44.2%0.014%
7/22/2025Valeo Financial Advisors LLC14,737$1.06M0.0%+22.0%0.027%
7/18/2025BloombergSen Inc.1,119,362$80.27M4.9%+9.5%2.058%
7/18/2025Truist Financial Corp11,035$791K0.0%-14.9%0.020%
7/17/2025Taylor Frigon Capital Management LLC29,809$2.14M1.1%-6.5%0.055%
(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, 291 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 8,620,286 shares in the last 24 months. This purchase volume represents approximately $656.09M 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 4,090,128 shares in the last 24 months. This volume of shares sold represents approximately $311.81M in transactions.


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This page (NYSE:CBZ) was last updated on 10/9/2025 by MarketBeat.com Staff
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