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CBIZ (CBZ) Institutional Ownership

CBIZ logo
$54.54 -0.13 (-0.24%)
As of 08/28/2026 03:57 PM 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)
151
Total
Institutional Inflows
(last 12 months)
$1.07B
Number of
Institutional Sellers
(last 12 months)
104
Total
Institutional Outflows
(last 12 months)
$405.81M
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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
8/27/2026 Corient Private Wealth LP167,780$5.38M0.0%+7.4%0.309%
8/26/2026 HighTower Advisors LLC30,581$981K0.0%+0.7%0.056%
8/24/2026 California State Teachers Retirement System1,974,492$61.55M0.0%+3,028.7%3.639%
8/22/2026 Montgomery Financial Services LLC1,492$48K0.0%N/A0.003%
8/21/2026 Nykredit A S1,720$55K0.0%N/A0.003%
8/20/2026 Northwestern Mutual Wealth Management Co.852$27K0.0%+1,978.0%0.002%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC94,392$3.03M0.0%-14.5%0.174%
8/19/2026 Hsbc Holdings PLC41,460$1.34M0.0%N/A0.076%
8/18/2026 United Capital Financial Advisors LLC15,314$491K0.0%N/A0.028%
8/18/2026 Public Employees Retirement System of Ohio975$31K0.0%N/A0.002%
8/17/2026 Corient Private Wealth LP167,860$5.39M0.0%N/A0.309%
8/17/2026 Bank of America Corp DE224,255$7.19M0.0%N/A0.413%
8/17/2026 Basswood Capital Management L.L.C.451,259$14.48M0.6%N/A0.832%
8/15/2026 Jupiter Topco LLC21,663$695K0.0%N/A0.040%
8/14/2026 Hsbc Holdings PLC41,460$1.34M0.0%N/A0.076%
8/14/2026 Legal & General Group Plc45,973$1.48M0.0%N/A0.085%
8/14/2026 The Manufacturers Life Insurance Company 24,139$774K0.0%N/A0.044%
8/14/2026 Algert Global LLC74,865$2.40M0.0%+126.7%0.138%
8/12/2026 Elevation Point Wealth Partners LLC23,059$740K0.0%N/A0.042%
8/12/2026 Northwestern Mutual Wealth Management Co.852$27K0.0%N/A0.002%
8/12/2026 Forum Private Client Group LLC8,219$264K0.1%N/A0.015%
8/12/2026 Callan Family Office LLC18,553$595K0.0%N/A0.034%
8/11/2026 Allworth Financial LP2,568$82K0.0%N/A0.005%
8/11/2026 Vise Technologies Inc.7,177$230K0.0%N/A0.013%
8/10/2026 Great Lakes Advisors LLC35,586$1.14M0.0%N/A0.066%
8/8/2026 Summit Creek Advisors LLC123,551$3.96M1.3%N/A0.228%
8/7/2026 Citizens Financial Group Inc. RI19,926$639K0.0%N/A0.037%
8/7/2026 BlackRock Inc.4,971,786$159.50M0.0%N/A9.163%
8/7/2026 Deutsche Bank AG57,708$1.85M0.0%N/A0.106%
8/7/2026 Trust Co. of Vermont1,650$53K0.0%N/A0.003%
8/6/2026 Dodds Wealth LLC13,542$434K0.1%N/A0.025%
8/6/2026 Bank of New York Mellon Corp188,621$6.05M0.0%N/A0.352%
8/6/2026 GSA Capital Partners LLP6,494$208K0.0%N/A0.012%
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%
5/19/2026 Bank of America Corp DE430,238$11.55M0.0%-2.7%0.802%
5/19/2026 Edgestream Partners L.P.134,491$3.61M0.1%N/A0.251%
5/19/2026Janus Henderson Group PLC21,663$582K0.0%-97.6%0.040%
5/18/2026 EverSource Wealth Advisors LLC1,512$41K0.0%+667.5%0.003%
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5/18/2026 California State Teachers Retirement System63,110$1.70M0.0%+36.2%0.118%
5/18/2026 Royal Bank of Canada274,198$7.36M0.0%-21.4%0.511%
5/16/2026 The Manufacturers Life Insurance Company22,257$598K0.0%-6.9%0.041%
5/16/2026 Quantinno Capital Management LP175,005$4.70M0.0%+543.8%0.326%
5/15/2026 Sunriver Management LLC968,631$26.01M4.4%-2.1%1.805%
5/14/2026 Caxton Associates LLP10,278$276K0.0%N/A0.019%
5/14/2026 Sei Investments Co.32,377$869K0.0%-9.9%0.060%
5/13/2026 First Trust Advisors LP62,286$1.67M0.0%+236.2%0.116%
5/8/2026 PNC Financial Services Group Inc.4,540$122K0.0%+10.5%0.008%
5/7/2026 WCM Investment Management LLC183,268$4.95M0.0%-33.3%0.342%
5/7/2026 Dimensional Fund Advisors LP546,850$14.68M0.0%-7.3%1.019%
5/7/2026 Swiss National Bank96,800$2.60M0.0%+1.0%0.180%
5/6/2026 GatePass Capital LLC98,163$2.64M1.2%N/A0.183%
5/6/2026 Allspring Global Investments Holdings LLC173,726$4.59M0.0%-82.2%0.324%
5/6/2026 Helium Advisors LLC9,800$263K0.3%-33.8%0.018%
5/5/2026 Bank of New York Mellon Corp166,787$4.48M0.0%+17.8%0.304%
5/4/2026 Bleakley Financial Group LLC13,354$359K0.0%N/A0.024%
5/4/2026 Teachers Retirement System of The State of Kentucky28,887$776K0.0%-40.3%0.053%
4/28/2026 Montrusco Bolton Investments Inc.340,021$9.13M0.1%+15.2%0.620%
4/28/2026 Praxis Investment Management Inc.7,686$206K0.0%N/A0.014%
4/27/2026 Elevation Point Wealth Partners LLC34,757$933K0.0%-19.3%0.063%
4/23/2026 Inspire 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%
4/16/2026 SG Americas Securities LLC115,579$3.10M0.0%-83.6%0.211%
3/9/2026 Corient Private Wealth LLC6,368$321K0.0%+6.9%0.012%
2/19/2026 Invesco Ltd.90,578$4.57M0.0%-84.4%0.167%
2/19/2026 Corient Private Wealth LLC6,368$321K0.0%+6.9%0.012%
2/18/2026 Mercer Global Advisors Inc. ADV8,791$444K0.0%+26.2%0.016%
2/18/2026 XTX Topco Ltd53,361$2.69M0.1%+694.2%0.098%
2/18/2026 Voloridge Investment Management LLC35,584$1.80M0.0%-9.5%0.065%
2/18/2026 Wellington Management Group LLP440,510$22.22M0.0%+21.4%0.810%
2/18/2026 Twinbeech Capital LP27,466$1.39M0.1%N/A0.050%
2/18/2026 Numerai GP LLC28,647$1.45M0.2%N/A0.053%
2/18/2026 Occudo Quantitative Strategies LP5,603$283K0.0%-58.1%0.010%
2/18/2026 Millennium Management LLC31,605$1.59M0.0%-68.9%0.058%
2/18/2026 Inspire Investing LLC9,234$466K0.0%+7.5%0.017%
2/18/2026Janus Henderson Group PLC910,713$45.95M0.0%-4.0%1.674%
2/18/2026 Engineers Gate Manager LP23,442$1.18M0.0%-19.4%0.043%
2/18/2026 Clearline Capital LP23,586$1.19M0.1%N/A0.043%
2/18/2026 Balyasny Asset Management L.P.20,178$1.02M0.0%N/A0.037%
2/18/2026 22C Capital LLC3,202,267$161.55M100.0%N/A5.887%
2/17/2026 AQR Capital Management LLC12,707$641K0.0%+90.7%0.023%
2/17/2026 Jain Global LLC7,563$382K0.0%N/A0.014%
2/17/2026 Price T Rowe Associates Inc. MD48,606$2.45M0.0%+6.0%0.089%
2/17/2026 Public Employees Retirement System of Ohio139,607$7.04M0.0%+4.7%0.257%
2/17/2026 California State Teachers Retirement System46,325$2.34M0.0%-5.2%0.085%
2/17/2026 Russell Investments Group Ltd.166,975$8.42M0.0%+170.8%0.307%
2/17/2026 Kemnay Advisory Services Inc.1,400$71K0.0%N/A0.003%
2/17/2026 ExodusPoint Capital Management LP99,301$5.01M0.0%+241.9%0.183%
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2/17/2026 P2 Capital Partners LLC1,773,391$89.47M22.9%+3.3%3.260%
2/17/2026 Blair William & Co. IL149,356$7.54M0.0%-57.7%0.275%
2/17/2026 Royal Bank of Canada348,798$17.60M0.0%-38.8%0.641%
2/17/2026 Magnetar Financial LLC66,761$3.37M0.0%N/A0.123%
2/17/2026 Cynosure Group LLC19,015$959K0.0%+95.4%0.035%
2/16/2026 Verition Fund Management LLC26,645$1.34M0.0%-45.2%0.049%
2/16/2026 Public Employees Retirement Association of Colorado157,838$7.96M0.0%-31.0%0.290%
2/16/2026 Barclays PLC94,163$4.75M0.0%+4.5%0.173%
2/16/2026 Basswood Capital Management L.L.C.183,591$9.26M0.4%-3.9%0.337%
2/16/2026 Bridge City Capital LLC90,689$4.58M1.3%-10.6%0.167%


CBZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 312 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), BlackRock Inc. ($159.50M), Capital Research Global Investors ($147.04M), and Burgundy Asset Management Ltd. ($122.63M).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 276 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: BlackRock Inc. ($4.97M), Durable Capital Partners LP ($3.93M), 22C Capital LLC ($3.20M), Bank of Montreal Can ($2.25M), California State Teachers Retirement System ($1.94M), Sunriver Management LLC ($989.35K), and Wellington Management Group LLP ($889.32K).

Institutional investors have bought a total of 24,300,522 shares in the last 24 months. This purchase volume represents approximately $1.07B in transactions.

Of the 104 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 ($803.32K), Capital World Investors ($688.30K), SG Americas Securities LLC ($591.13K), Invesco Ltd. ($512.35K), and Handelsbanken Fonder AB ($447.10K).

Institutional investors have sold a total of 9,152,790 shares in the last 24 months. This volume of shares sold represents approximately $405.81M in transactions.


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Institutional ownership data for NYSE:CBZ is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/27/2026. New 13F filings are added each quarter as they're published.
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