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CBIZ (CBZ) Institutional Ownership

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$54.80 +0.01 (+0.01%)
Closing price 10/9/2026 03:59 PM Eastern
Extended Trading
$54.82 +0.01 (+0.02%)
As of 10/9/2026 07:30 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)
155
Total
Institutional Inflows
(last 12 months)
$1.02B
Number of
Institutional Sellers
(last 12 months)
102
Total
Institutional Outflows
(last 12 months)
$411.20M
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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
10/7/2026North Point Portfolio Managers Corp OH485$27K0.0%N/A0.001%
9/9/2026Engineers Gate Manager LP17,180$551K0.0%-91.2%0.032%
9/9/2026Integrated Wealth Concepts LLC2,151$69K0.0%N/A0.004%
9/8/2026Allworth Financial LP2,568$82K0.0%+184.7%0.005%
9/8/2026Arizona State Retirement System14,369$461K0.0%+6.6%0.026%
9/8/2026Nykredit A S1,720$55K0.0%N/A0.003%
9/4/2026Parkside Financial Bank & Trust1,629$52K0.0%+18.3%0.003%
9/3/2026Cygnus Capital Advisors LLC163,214$5.24M3.5%N/A0.301%
8/27/2026Corient Private Wealth LP167,780$5.38M0.0%+7.4%0.309%
8/26/2026HighTower Advisors LLC30,581$981K0.0%+0.7%0.056%
8/22/2026Montgomery Financial Services LLC1,492$48K0.0%N/A0.003%
8/21/2026Nykredit A S1,720$55K0.0%N/A0.003%
8/20/2026Northwestern Mutual Wealth Management Co.852$27K0.0%+1,978.0%0.002%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC94,392$3.03M0.0%-14.5%0.174%
8/19/2026Hsbc Holdings PLC41,460$1.34M0.0%N/A0.076%
8/18/2026United Capital Financial Advisors LLC15,314$491K0.0%N/A0.028%
8/18/2026Public Employees Retirement System of Ohio975$31K0.0%N/A0.002%
8/17/2026Corient Private Wealth LP167,860$5.39M0.0%N/A0.309%
8/17/2026Bank of America Corp DE224,255$7.19M0.0%N/A0.413%
8/17/2026Basswood Capital Management L.L.C.451,259$14.48M0.6%N/A0.832%
8/15/2026Jupiter Topco LLC21,663$695K0.0%N/A0.040%
8/14/2026Hsbc Holdings PLC41,460$1.34M0.0%N/A0.076%
8/14/2026Legal & General Group Plc45,973$1.48M0.0%N/A0.085%
8/14/2026The Manufacturers Life Insurance Company24,139$774K0.0%N/A0.044%
8/14/2026Algert Global LLC74,865$2.40M0.0%+126.7%0.138%
8/12/2026Elevation Point Wealth Partners LLC23,059$740K0.0%N/A0.042%
8/12/2026Northwestern Mutual Wealth Management Co.852$27K0.0%N/A0.002%
8/12/2026Forum Private Client Group LLC8,219$264K0.1%N/A0.015%
8/12/2026Callan Family Office LLC18,553$595K0.0%N/A0.034%
8/11/2026Allworth Financial LP2,568$82K0.0%N/A0.005%
8/11/2026Vise Technologies Inc.7,177$230K0.0%N/A0.013%
8/10/2026Great Lakes Advisors LLC35,586$1.14M0.0%N/A0.066%
8/8/2026Summit Creek Advisors LLC123,551$3.96M1.3%N/A0.228%
8/7/2026Citizens Financial Group Inc. RI19,926$639K0.0%N/A0.037%
8/7/2026BlackRock Inc.4,971,786$159.50M0.0%N/A9.163%
8/7/2026Deutsche Bank AG57,708$1.85M0.0%N/A0.106%
8/7/2026Trust Co. of Vermont1,650$53K0.0%N/A0.003%
8/6/2026Dodds Wealth LLC13,542$434K0.1%N/A0.025%
8/6/2026Bank of New York Mellon Corp188,621$6.05M0.0%N/A0.352%
8/6/2026GSA Capital Partners LLP6,494$208K0.0%N/A0.012%
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7/10/2026Handelsbanken Fonder AB13,900$446K0.0%-95.0%0.026%
7/7/2026GAMMA 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 Company22,257$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%
4/20/2026Assenagon Asset Management S.A.22,483$604K0.0%-1.7%0.041%
4/18/2026HHM 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%
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%
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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%


CBZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 316 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 280 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), Sunriver Management LLC ($989.35K), Wellington Management Group LLP ($889.32K), and SG Americas Securities LLC ($718.61K).

Institutional investors have bought a total of 22,556,451 shares in the last 24 months. This purchase volume represents approximately $1.02B in transactions.

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: 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 9,325,082 shares in the last 24 months. This volume of shares sold represents approximately $411.20M 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 10/7/2026. New 13F filings are added each quarter as they're published.
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