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CBIZ (CBZ) Institutional Ownership

CBIZ logo
$31.66 +0.75 (+2.41%)
Closing price 03:59 PM Eastern
Extended Trading
$31.25 -0.41 (-1.28%)
As of 06:39 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 Massive. 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)
169
Total
Institutional Inflows
(last 12 months)
$971.29M
Number of
Institutional Sellers
(last 12 months)
121
Total
Institutional Outflows
(last 12 months)
$445.16M
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Skip Chart & View Institutional Buying and Selling Data

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
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%
5/19/2026 Janus Henderson Group PLC21,663$582K0.0%-97.6%0.040%
5/18/2026 EverSource Wealth Advisors LLC1,512$41K0.0%+667.5%0.003%
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 Company 22,257$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%
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2/18/2026 Inspire Investing LLC9,234$466K0.0%+7.5%0.017%
2/18/2026 Janus 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%
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%
2/13/2026 Marshall Wace LLP39,093$1.97M0.0%-13.2%0.072%
2/13/2026 The Manufacturers Life Insurance Company 23,914$1.21M0.0%-4.1%0.044%
2/13/2026 CANADA LIFE ASSURANCE Co5,820$294K0.0%-73.3%0.011%
2/13/2026 Sunriver Management LLC989,349$49.91M5.2%+65.8%1.819%
2/13/2026 Stifel Financial Corp104,259$5.26M0.0%+480.2%0.192%
2/13/2026 Morgan Stanley3,251,355$164.03M0.0%-4.4%5.977%
2/13/2026 First Trust Advisors LP18,528$935K0.0%+66.8%0.034%
2/13/2026 Charles Schwab Investment Management Inc.535,293$27.01M0.0%+2.0%0.984%
2/13/2026 Police & Firemen s Retirement System of New Jersey13,094$661K0.0%-5.9%0.024%
2/13/2026 State Street Corp1,148,890$57.96M0.0%-0.5%2.112%
2/13/2026 First National Bank of Omaha5,966$306K0.0%N/A0.011%
2/13/2026 Dynamic Technology Lab Private Ltd8,465$427K0.1%N/A0.016%
2/13/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC111,677$5.63M0.0%+8.0%0.205%
2/13/2026 Wells Fargo & Company MN71,128$3.59M0.0%+44.0%0.131%
2/12/2026 Laurel Oak Wealth Management LLC4,217$213K0.0%N/A0.008%
2/12/2026 Jane Street Group LLC29,677$1.50M0.0%-86.6%0.055%
2/12/2026 MetLife Investment Management LLC27,788$1.40M0.0%-3.3%0.051%
2/12/2026 Helium Advisors LLC14,800$747K0.8%+68.2%0.027%
2/12/2026 Commonwealth Equity Services LLC18,965$957K0.0%+3.2%0.035%
2/12/2026 Dimensional Fund Advisors LP589,683$29.75M0.0%-4.0%1.084%
2/12/2026 Ensign Peak Advisors Inc3,948$199K0.0%-69.6%0.007%
2/12/2026 Elevation Point Wealth Partners LLC43,074$2.17M0.1%N/A0.079%
2/12/2026 Waters Parkerson & CO. LLC437,246$22.06M1.1%+5.5%0.804%
2/12/2026 New York State Common Retirement Fund86,273$4.35M0.0%+9.2%0.159%
2/12/2026 Granite Investment Partners LLC302,969$15.29M0.9%+2.3%0.557%
2/12/2026 Campbell & CO Investment Adviser LLC76,173$3.84M0.2%+234.9%0.140%
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2/12/2026 Geneva Capital Management LLC399,627$20.16M0.4%-7.7%0.735%
2/12/2026 Bank of Montreal Can2,251,649$113.60M0.0%N/A4.139%
2/12/2026 Swiss National Bank95,800$4.83M0.0%+0.9%0.176%
2/12/2026 Great Lakes Advisors LLC39,432$1.99M0.0%+2.8%0.072%
2/12/2026 Nuveen LLC113,340$5.72M0.0%-2.0%0.208%
2/11/2026 Zions Bancorporation National Association UT19,690$993K0.0%-11.6%0.036%
2/11/2026 Deutsche Bank AG251,624$12.69M0.0%+4.1%0.463%
2/11/2026 GW&K Investment Management LLC779,033$39.30M0.3%+2.9%1.432%
2/11/2026 Fox Run Management L.L.C.12,269$619K0.1%N/A0.023%
2/11/2026 Cerity Partners LLC7,118$359K0.0%-76.0%0.013%


CBZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 313 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 ($730.24K).

Institutional investors have bought a total of 18,176,707 shares in the last 24 months. This purchase volume represents approximately $971.29M in transactions.

Of the 121 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 Neumeier Poma Investment Counsel LLC ($354.80K).

Institutional investors have sold a total of 9,548,797 shares in the last 24 months. This volume of shares sold represents approximately $445.16M in transactions.


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This page (NYSE:CBZ) was last updated on 5/20/2026 by MarketBeat.com Staff.
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