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CBIZ (CBZ) Institutional Ownership

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$61.90 -0.05 (-0.07%)
Closing price 08/7/2025 03:59 PM Eastern
Extended Trading
$61.97 +0.06 (+0.10%)
As of 08/7/2025 06:49 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.
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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)
184
Total
Institutional Inflows
(last 12 months)
$622.21M
Number of
Institutional Sellers
(last 12 months)
104
Total
Institutional Outflows
(last 12 months)
$321.62M
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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
8/7/2025Mawer 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%
8/6/2025 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%
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%
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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%
7/14/2025 Argent Capital Management LLC89,666$6.43M0.2%+0.8%0.165%
7/14/2025 CHICAGO TRUST Co NA3,052$219K0.0%N/A0.006%
7/10/2025 Wealth Enhancement Advisory Services LLC53,319$3.93M0.0%+39.1%0.098%
7/7/2025 Pacific Capital Partners Ltd95,000$6.81M6.4%-24.0%0.175%
6/18/2025Voya Investment Management LLC12,929$981K0.0%-11.5%0.024%
6/3/2025 Inspire Investing LLC4,531$344K0.0%-6.7%0.008%
5/29/2025Rhumbline Advisers72,236$5.48M0.0%+3.7%0.133%
5/28/2025 Strs Ohio91,200$6.92M0.0%N/A0.168%
5/20/2025Intech Investment Management LLC31,596$2.40M0.0%+37.0%0.058%
5/19/2025Jane Street Group LLC41,240$3.13M0.0%+96.1%0.076%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC143,270$10.87M0.0%+5.7%0.263%
5/16/2025Empowered Funds LLC40,269$3.06M0.0%-2.9%0.074%
5/16/2025Great Lakes Advisors LLC37,073$2.81M0.0%-19.9%0.068%
5/16/2025Goldman Sachs Group Inc.369,866$28.06M0.0%-28.1%0.680%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.29,294$2.22M0.0%+4.7%0.054%
5/16/2025AQR Capital Management LLC11,725$889K0.0%+6.2%0.022%
5/15/2025First Manhattan CO. LLC.143,305$10.87M0.0%-1.6%0.263%
5/15/2025First Financial Bankshares Inc2,923$222K0.0%-50.0%0.005%
5/15/2025Royal Bank of Canada396,278$30.06M0.0%+90.7%0.729%
5/15/2025MAI Capital Management423$32K0.0%+243.9%0.001%
5/15/2025Quarry LP347$26K0.0%N/A0.001%
5/15/2025State of Wyoming7,110$539K0.1%+27.8%0.013%
5/15/2025OMERS ADMINISTRATION Corp14,600$1.11M0.0%N/A0.027%
5/14/2025Alpha Wave Global LP88,495$6.71M3.0%N/A0.163%
5/14/2025Corebridge Financial Inc.23,479$1.78M0.0%-1.5%0.043%
5/14/2025MetLife Investment Management LLC27,873$2.11M0.0%-3.7%0.051%
5/14/2025Northwestern Mutual Wealth Management Co.13,249$1.01M0.0%N/A0.024%
5/14/2025Advantage Alpha Capital Partners LP52,871$4.01M1.0%+9.5%0.097%
5/14/2025Price T Rowe Associates Inc. MD585,808$44.44M0.0%-9.8%1.077%
5/14/2025Quantbot Technologies LP13,186$1M0.0%N/A0.024%
5/14/2025Wellington Management Group LLP410,180$31.12M0.0%+2.1%0.754%
5/13/2025Northern Trust Corp931,870$70.69M0.0%-0.9%1.713%
5/13/2025 Versor Investments LP5,189$394K0.1%-33.3%0.010%
5/13/2025Burgundy Asset Management Ltd.2,220,266$168.43M1.7%+6.7%4.082%
5/13/2025Dimensional Fund Advisors LP1,409,791$106.94M0.0%-5.3%2.592%
5/13/2025Neuberger Berman Group LLC139,445$10.58M0.0%+6.9%0.256%
5/13/2025Russell 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%
5/12/2025Nuveen LLC309,702$23.49M0.0%N/A0.569%
5/12/2025Invesco Ltd.703,928$53.40M0.0%-8.5%1.294%
5/12/2025Cynosure Group LLC9,729$738K0.1%+30.0%0.018%
5/12/2025Zions Bancorporation National Association UT17,805$1.35M0.1%N/A0.033%
5/12/2025Swiss National Bank87,500$6.64M0.0%-1.6%0.161%
5/12/2025Neumeier Poma Investment Counsel LLC456,382$34.62M3.7%+0.1%0.839%
5/9/2025Deutsche Bank AG146,328$11.10M0.0%-2.6%0.269%
5/9/2025Charles Schwab Investment Management Inc.524,122$39.76M0.0%-2.2%0.964%
5/9/2025Vanguard 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%
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5/9/2025 Blair William & Co. IL427,605$32.44M0.1%+1.1%0.786%
5/9/2025PNC Financial Services Group Inc.4,655$353K0.0%+10.9%0.009%
5/8/2025Commerce 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%
5/8/2025Vestcor Inc2,922$222K0.0%+5.3%0.005%
5/8/2025XTX Topco Ltd13,751$1.04M0.1%N/A0.025%
5/8/2025Premier Fund Managers Ltd810,999$60.84M2.3%-0.3%1.491%
5/7/2025Fiera Capital Corp234,522$17.79M0.1%+14.6%0.431%
5/7/2025LPL Financial LLC38,181$2.81M0.0%+89.4%0.070%
(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, 287 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 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 232 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. ($582.22K).

How much institutional buying is happening at CBIZ?

Institutional investors have bought a total of 8,153,885 shares in the last 24 months. This purchase volume represents approximately $622.21M in transactions.

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

Of the 103 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 ($680.77K), Mawer Investment Management Ltd. ($585.93K), Dimensional Fund Advisors LP ($490.85K), Capital Research Global Investors ($405.69K), Allspring Global Investments Holdings LLC ($372.26K), Price T Rowe Associates Inc. MD ($172.70K), and Goldman Sachs Group Inc. ($144.26K).

How much institutional selling is happening at CBIZ?

Institutional investors have sold a total of 4,205,670 shares in the last 24 months. This volume of shares sold represents approximately $321.62M in transactions.


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