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CBIZ (CBZ) Institutional Ownership

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$40.60 -1.23 (-2.94%)
As of 11:55 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)
168
Total
Institutional Inflows
(last 12 months)
$955.62M
Number of
Institutional Sellers
(last 12 months)
118
Total
Institutional Outflows
(last 12 months)
$450.94M
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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
7/10/2026 Handelsbanken Fonder AB13,900$446K0.0%-95.0%0.026%
7/7/2026 GAMMA Investing LLC1,916$61K0.0%+50.2%0.004%
7/2/2026 Versant Capital Management Inc3,495$112K0.0%+15.7%0.007%
5/19/2026Bank of America Corp DE430,238$11.55M0.0%-2.7%0.802%
5/19/2026Edgestream Partners L.P.134,491$3.61M0.1%N/A0.251%
5/19/2026Janus Henderson Group PLC21,663$582K0.0%-97.6%0.040%
5/18/2026EverSource Wealth Advisors LLC1,512$41K0.0%+667.5%0.003%
5/18/2026California State Teachers Retirement System63,110$1.70M0.0%+36.2%0.118%
5/18/2026Royal Bank of Canada274,198$7.36M0.0%-21.4%0.511%
5/16/2026The Manufacturers Life Insurance Company 22,257$598K0.0%-6.9%0.041%
5/16/2026Quantinno Capital Management LP175,005$4.70M0.0%+543.8%0.326%
5/15/2026Sunriver Management LLC968,631$26.01M4.4%-2.1%1.805%
5/14/2026Caxton Associates LLP10,278$276K0.0%N/A0.019%
5/14/2026Sei Investments Co.32,377$869K0.0%-9.9%0.060%
5/13/2026First Trust Advisors LP62,286$1.67M0.0%+236.2%0.116%
5/8/2026PNC Financial Services Group Inc.4,540$122K0.0%+10.5%0.008%
5/7/2026WCM Investment Management LLC183,268$4.95M0.0%-33.3%0.342%
5/7/2026Dimensional Fund Advisors LP546,850$14.68M0.0%-7.3%1.019%
5/7/2026Swiss National Bank96,800$2.60M0.0%+1.0%0.180%
5/6/2026GatePass Capital LLC98,163$2.64M1.2%N/A0.183%
5/6/2026Allspring Global Investments Holdings LLC173,726$4.59M0.0%-82.2%0.324%
5/6/2026Helium Advisors LLC9,800$263K0.3%-33.8%0.018%
5/5/2026Bank of New York Mellon Corp166,787$4.48M0.0%+17.8%0.304%
5/4/2026Bleakley Financial Group LLC13,354$359K0.0%N/A0.024%
5/4/2026Teachers Retirement System of The State of Kentucky28,887$776K0.0%-40.3%0.053%
4/28/2026Montrusco Bolton Investments Inc.340,021$9.13M0.1%+15.2%0.620%
4/28/2026Praxis Investment Management Inc.7,686$206K0.0%N/A0.014%
4/27/2026Elevation Point Wealth Partners LLC34,757$933K0.0%-19.3%0.063%
4/23/2026Inspire Investing LLC19,204$516K0.0%+108.0%0.035%
4/20/2026 Assenagon Asset Management S.A.22,483$604K0.0%-1.7%0.041%
4/18/2026 HHM Wealth Advisors LLC4,000$107K0.0%N/A0.007%
4/16/2026SG Americas Securities LLC115,579$3.10M0.0%-83.6%0.211%
3/9/2026Corient Private Wealth LLC6,368$321K0.0%+6.9%0.012%
2/19/2026Invesco Ltd.90,578$4.57M0.0%-84.4%0.167%
2/19/2026Corient Private Wealth LLC6,368$321K0.0%+6.9%0.012%
2/18/2026Mercer Global Advisors Inc. ADV8,791$444K0.0%+26.2%0.016%
2/18/2026XTX Topco Ltd53,361$2.69M0.1%+694.2%0.098%
2/18/2026Voloridge Investment Management LLC35,584$1.80M0.0%-9.5%0.065%
2/18/2026Wellington Management Group LLP440,510$22.22M0.0%+21.4%0.810%
2/18/2026Twinbeech Capital LP27,466$1.39M0.1%N/A0.050%
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2/18/2026Numerai GP LLC28,647$1.45M0.2%N/A0.053%
2/18/2026Occudo Quantitative Strategies LP5,603$283K0.0%-58.1%0.010%
2/18/2026Millennium Management LLC31,605$1.59M0.0%-68.9%0.058%
2/18/2026Inspire Investing LLC9,234$466K0.0%+7.5%0.017%
2/18/2026Janus Henderson Group PLC910,713$45.95M0.0%-4.0%1.674%
2/18/2026Engineers Gate Manager LP23,442$1.18M0.0%-19.4%0.043%
2/18/2026Clearline Capital LP23,586$1.19M0.1%N/A0.043%
2/18/2026Balyasny Asset Management L.P.20,178$1.02M0.0%N/A0.037%
2/18/202622C Capital LLC3,202,267$161.55M100.0%N/A5.887%
2/17/2026AQR Capital Management LLC12,707$641K0.0%+90.7%0.023%
2/17/2026Jain Global LLC7,563$382K0.0%N/A0.014%
2/17/2026Price T Rowe Associates Inc. MD48,606$2.45M0.0%+6.0%0.089%
2/17/2026Public Employees Retirement System of Ohio139,607$7.04M0.0%+4.7%0.257%
2/17/2026California State Teachers Retirement System46,325$2.34M0.0%-5.2%0.085%
2/17/2026Russell Investments Group Ltd.166,975$8.42M0.0%+170.8%0.307%
2/17/2026Kemnay Advisory Services Inc.1,400$71K0.0%N/A0.003%
2/17/2026ExodusPoint Capital Management LP99,301$5.01M0.0%+241.9%0.183%
2/17/2026P2 Capital Partners LLC1,773,391$89.47M22.9%+3.3%3.260%
2/17/2026Blair William & Co. IL149,356$7.54M0.0%-57.7%0.275%
2/17/2026Royal Bank of Canada348,798$17.60M0.0%-38.8%0.641%
2/17/2026Magnetar Financial LLC66,761$3.37M0.0%N/A0.123%
2/17/2026Cynosure Group LLC19,015$959K0.0%+95.4%0.035%
2/16/2026Verition Fund Management LLC26,645$1.34M0.0%-45.2%0.049%
2/16/2026Public Employees Retirement Association of Colorado157,838$7.96M0.0%-31.0%0.290%
2/16/2026Barclays PLC94,163$4.75M0.0%+4.5%0.173%
2/16/2026Basswood Capital Management L.L.C.183,591$9.26M0.4%-3.9%0.337%
2/16/2026Bridge City Capital LLC90,689$4.58M1.3%-10.6%0.167%
2/13/2026Marshall Wace LLP39,093$1.97M0.0%-13.2%0.072%
2/13/2026The Manufacturers Life Insurance Company 23,914$1.21M0.0%-4.1%0.044%
2/13/2026CANADA LIFE ASSURANCE Co5,820$294K0.0%-73.3%0.011%
2/13/2026Sunriver Management LLC989,349$49.91M5.2%+65.8%1.819%
2/13/2026Stifel Financial Corp104,259$5.26M0.0%+480.2%0.192%
2/13/2026Morgan Stanley3,251,355$164.03M0.0%-4.4%5.977%
2/13/2026First Trust Advisors LP18,528$935K0.0%+66.8%0.034%
2/13/2026Charles Schwab Investment Management Inc.535,293$27.01M0.0%+2.0%0.984%
2/13/2026Police & Firemen s Retirement System of New Jersey13,094$661K0.0%-5.9%0.024%
2/13/2026State Street Corp1,148,890$57.96M0.0%-0.5%2.112%
2/13/2026First National Bank of Omaha5,966$306K0.0%N/A0.011%
2/13/2026Dynamic Technology Lab Private Ltd8,465$427K0.1%N/A0.016%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC111,677$5.63M0.0%+8.0%0.205%
2/13/2026Wells Fargo & Company MN71,128$3.59M0.0%+44.0%0.131%
2/12/2026Laurel Oak Wealth Management LLC4,217$213K0.0%N/A0.008%
2/12/2026Jane Street Group LLC29,677$1.50M0.0%-86.6%0.055%
2/12/2026MetLife Investment Management LLC27,788$1.40M0.0%-3.3%0.051%
2/12/2026Helium Advisors LLC14,800$747K0.8%+68.2%0.027%
2/12/2026Commonwealth Equity Services LLC18,965$957K0.0%+3.2%0.035%
2/12/2026Dimensional Fund Advisors LP589,683$29.75M0.0%-4.0%1.084%
2/12/2026Ensign Peak Advisors Inc3,948$199K0.0%-69.6%0.007%
2/12/2026Elevation Point Wealth Partners LLC43,074$2.17M0.1%N/A0.079%
2/12/2026Waters Parkerson & CO. LLC437,246$22.06M1.1%+5.5%0.804%
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2/12/2026New York State Common Retirement Fund86,273$4.35M0.0%+9.2%0.159%
2/12/2026Granite Investment Partners LLC302,969$15.29M0.9%+2.3%0.557%
2/12/2026Campbell & CO Investment Adviser LLC76,173$3.84M0.2%+234.9%0.140%
2/12/2026Geneva Capital Management LLC399,627$20.16M0.4%-7.7%0.735%
2/12/2026Bank of Montreal Can2,251,649$113.60M0.0%N/A4.139%
2/12/2026Swiss National Bank95,800$4.83M0.0%+0.9%0.176%
2/12/2026Great Lakes Advisors LLC39,432$1.99M0.0%+2.8%0.072%
2/12/2026Nuveen LLC113,340$5.72M0.0%-2.0%0.208%
2/11/2026Zions Bancorporation National Association UT19,690$993K0.0%-11.6%0.036%
2/11/2026Deutsche Bank AG251,624$12.69M0.0%+4.1%0.463%


CBZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 311 institutional investors and hedge funds held shares of CBIZ. The most heavily invested institutionals were Vanguard Group Inc. ($244.06M), Durable Capital Partners LP ($207.87M), Morgan Stanley ($164.03M), 22C Capital LLC ($161.55M), Capital Research Global Investors ($147.04M), Burgundy Asset Management Ltd. ($122.63M), and Bank of Montreal Can ($113.60M).Learn more on CBIZ's institutional investors.

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

Of the 269 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: Durable Capital Partners LP ($3.93M), 22C Capital LLC ($3.20M), Bank of Montreal Can ($2.25M), Sunriver Management LLC ($989.35K), Wellington Management Group LLP ($889.32K), Handelsbanken Fonder AB ($735K), and SG Americas Securities LLC ($718.61K).

Institutional investors have bought a total of 17,964,197 shares in the last 24 months. This purchase volume represents approximately $955.62M in transactions.

Of the 118 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: Janus Henderson Group PLC ($926.98K), JPMorgan Chase & Co. ($926.12K), Allspring Global Investments Holdings LLC ($898.87K), Capital World Investors ($688.30K), Invesco Ltd. ($613.35K), SG Americas Securities LLC ($591.13K), and Handelsbanken Fonder AB ($447.10K).

Institutional investors have sold a total of 9,774,387 shares in the last 24 months. This volume of shares sold represents approximately $450.94M in transactions.


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This page (NYSE:CBZ) was last updated on 7/21/2026 by MarketBeat.com Staff.
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