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CBIZ (CBZ) Institutional Ownership

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$72.15 -1.05 (-1.43%)
Closing price 07/11/2025 03:58 PM Eastern
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$72.22 +0.07 (+0.10%)
As of 07/11/2025 04:10 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)
177
Total
Institutional Inflows
(last 12 months)
$566.77M
Number of
Institutional Sellers
(last 12 months)
102
Total
Institutional Outflows
(last 12 months)
$340.74M
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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
7/10/2025 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%
6/3/2025Inspire Investing LLC4,531$344K0.0%-6.7%0.008%
5/29/2025Rhumbline Advisers72,236$5.48M0.0%+3.7%0.133%
5/28/2025Strs 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%
5/13/2025Versor 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%
5/13/2025Callan 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%
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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%
5/9/2025Geneva Capital Management LLC425,004$32.24M0.6%+0.4%0.781%
5/9/2025Blair 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%
5/8/2025US 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%
5/6/2025BloombergSen Inc.1,022,380$77.56M4.8%-1.7%1.880%
5/6/2025Assetmark Inc.905$69K0.0%+19.9%0.002%
5/6/2025Avantax Advisory Services Inc.4,956$376K0.0%+4.4%0.009%
5/6/2025Royce & Associates LP210,219$15.95M0.2%+0.6%0.386%
5/6/2025Roundview Capital LLC40,423$3.07M0.2%-8.8%0.074%
5/6/2025Legato Capital Management LLC16,238$1.23M0.2%-1.3%0.030%
5/6/2025KLP Kapitalforvaltning AS8,700$660K0.0%-7.4%0.016%
5/6/2025Bank Julius Baer & Co. Ltd Zurich76,657$5.82M0.0%-49.7%0.141%
5/6/2025Universal Beteiligungs und Servicegesellschaft mbH30,774$2.34M0.0%N/A0.057%
5/5/2025GW&K Investment Management LLC893,516$67.78M0.6%+9.7%1.643%
5/5/2025CBIZ Investment Advisory Services LLC4,661$351K0.1%+6.2%0.009%
5/5/2025Jennison Associates LLC6,396$485K0.0%N/A0.012%
5/2/2025Segall Bryant & Hamill LLC166,457$12.63M0.2%+12.1%0.306%
5/2/2025Victory Capital Management Inc.52,115$3.95M0.0%-11.5%0.096%
5/2/2025Whittier Trust Co.442$34K0.0%N/A0.001%
5/1/2025Rice Hall James & Associates LLC42,555$3.23M0.2%-0.4%0.078%
5/1/2025CWM LLC12,979$985K0.0%-12.2%0.024%
5/1/2025Arizona State Retirement System12,957$983K0.0%-1.2%0.024%
5/1/2025Laurus Global Equity Management Inc.14,020$1.06M0.7%-51.5%0.026%
5/1/2025Xponance Inc.3,620$275K0.0%+5.7%0.007%
4/30/2025Cerity Partners LLC12,076$916K0.0%-10.4%0.022%
4/29/2025Envestnet Asset Management Inc.78,194$5.93M0.0%+4.3%0.145%
4/29/2025Ifrah Financial Services Inc.5,247$398K0.1%-9.0%0.010%
4/29/2025Bank of New York Mellon Corp149,558$11.35M0.0%-0.3%0.277%
4/29/2025Olde Wealth Management LLC727$55K0.0%N/A0.001%
4/28/2025Principal Financial Group Inc.31,766$2.41M0.0%+0.8%0.059%
4/28/2025Meritage Portfolio Management6,234$473K0.0%-44.4%0.012%
4/28/2025Teacher Retirement System of Texas6,604$501K0.0%+11.6%0.012%
4/28/2025Bancreek Capital Management LP81,792$6.21M9.3%-10.8%0.151%
4/25/2025Taylor Frigon Capital Management LLC31,891$2.42M1.4%+67.4%0.059%
4/24/2025Allspring Global Investments Holdings LLC849,054$65.36M0.1%-23.8%1.571%
4/24/2025Artemis Investment Management LLP631,893$47.94M0.7%+60.4%1.169%
4/23/2025Bessemer Group Inc.427,923$32.46M0.1%+3.9%0.792%
4/17/2025Janney Montgomery Scott LLC3,022$229K0.0%-33.2%0.006%
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4/16/2025Vista 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%
4/15/2025Fifth Third Bancorp4,997$379K0.0%+27.3%0.009%
4/15/2025Handelsbanken Fonder AB347,000$26.32M0.1%+7.8%0.642%
4/15/2025SG Americas Securities LLC14,263$1.08M0.0%+462.4%0.026%
4/14/2025Millington Financial Advisors LLC31,334$2.44M1.5%+2.6%0.058%
4/14/2025Fenimore Asset Management Inc432,337$32.80M0.7%+0.2%0.800%
4/10/2025Chatham Capital Group Inc.53,292$4.04M0.7%+4.5%0.099%
4/8/2025Rhumbline Advisers72,236$5.48M0.0%+3.7%0.134%
4/7/2025GAMMA Investing LLC16,462$1.25M0.0%+9,306.9%0.031%
(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, 284 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 229 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), 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 7,369,864 shares in the last 24 months. This purchase volume represents approximately $566.77M in transactions.

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

Of the 102 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: Mawer Investment Management Ltd. ($824.30K), Neuberger Berman Group LLC ($680.77K), Dimensional Fund Advisors LP ($490.85K), Capital Research Global Investors ($405.69K), Allspring Global Investments Holdings LLC ($338.05K), 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 4,459,920 shares in the last 24 months. This volume of shares sold represents approximately $340.74M in transactions.


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This page (NYSE:CBZ) was last updated on 7/13/2025 by MarketBeat.com Staff
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