CBIZ (CBZ) Institutional Ownership

$54.65 +0.05 (+0.08%)

Closing price 09/18/2026 03:59 PM Eastern

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$54.64 -0.01 (-0.01%)

As of 09/18/2026 07:30 PM Eastern

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Current Institutional Ownership Percentage: 87.44%
Number of Institutional Buyers (last 12 months): 154
Total Institutional Inflows (last 12 months): $1.02B

Number of Institutional Sellers (last 12 months): 103
Total Institutional Outflows (last 12 months): $411.48M

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CBZ Institutional Buying and Selling by Quarter

CBIZ Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/9/2026	Engineers Gate Manager LP	17,180	$551K	0.0%	-91.2%	0.032%
9/9/2026	Integrated Wealth Concepts LLC	2,151	$69K	0.0%	N/A	0.004%
9/8/2026	Allworth Financial LP	2,568	$82K	0.0%	+184.7%	0.005%
9/8/2026	Arizona State Retirement System	14,369	$461K	0.0%	+6.6%	0.026%
9/8/2026	Nykredit A S	1,720	$55K	0.0%	N/A	0.003%
9/4/2026	Parkside Financial Bank & Trust	1,629	$52K	0.0%	+18.3%	0.003%
9/3/2026	Cygnus Capital Advisors LLC	163,214	$5.24M	3.5%	N/A	0.301%
8/27/2026	Corient Private Wealth LP	167,780	$5.38M	0.0%	+7.4%	0.309%
8/26/2026	HighTower Advisors LLC	30,581	$981K	0.0%	+0.7%	0.056%
8/22/2026	Montgomery Financial Services LLC	1,492	$48K	0.0%	N/A	0.003%
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8/21/2026	Nykredit A S	1,720	$55K	0.0%	N/A	0.003%
8/20/2026	Northwestern Mutual Wealth Management Co.	852	$27K	0.0%	+1,978.0%	0.002%
8/19/2026	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	94,392	$3.03M	0.0%	-14.5%	0.174%
8/19/2026	Hsbc Holdings PLC	41,460	$1.34M	0.0%	N/A	0.076%
8/18/2026	United Capital Financial Advisors LLC	15,314	$491K	0.0%	N/A	0.028%
8/18/2026	Public Employees Retirement System of Ohio	975	$31K	0.0%	N/A	0.002%
8/17/2026	Corient Private Wealth LP	167,860	$5.39M	0.0%	N/A	0.309%
8/17/2026	Bank of America Corp DE	224,255	$7.19M	0.0%	N/A	0.413%
8/17/2026	Basswood Capital Management L.L.C.	451,259	$14.48M	0.6%	N/A	0.832%
8/15/2026	Jupiter Topco LLC	21,663	$695K	0.0%	N/A	0.040%
8/14/2026	Hsbc Holdings PLC	41,460	$1.34M	0.0%	N/A	0.076%
8/14/2026	Legal & General Group Plc	45,973	$1.48M	0.0%	N/A	0.085%
8/14/2026	The Manufacturers Life Insurance Company	24,139	$774K	0.0%	N/A	0.044%
8/14/2026	Algert Global LLC	74,865	$2.40M	0.0%	+126.7%	0.138%
8/12/2026	Elevation Point Wealth Partners LLC	23,059	$740K	0.0%	N/A	0.042%
8/12/2026	Northwestern Mutual Wealth Management Co.	852	$27K	0.0%	N/A	0.002%
8/12/2026	Forum Private Client Group LLC	8,219	$264K	0.1%	N/A	0.015%
8/12/2026	Callan Family Office LLC	18,553	$595K	0.0%	N/A	0.034%
8/11/2026	Allworth Financial LP	2,568	$82K	0.0%	N/A	0.005%
8/11/2026	Vise Technologies Inc.	7,177	$230K	0.0%	N/A	0.013%
8/10/2026	Great Lakes Advisors LLC	35,586	$1.14M	0.0%	N/A	0.066%
8/8/2026	Summit Creek Advisors LLC	123,551	$3.96M	1.3%	N/A	0.228%
8/7/2026	Citizens Financial Group Inc. RI	19,926	$639K	0.0%	N/A	0.037%
8/7/2026	BlackRock Inc.	4,971,786	$159.50M	0.0%	N/A	9.163%
8/7/2026	Deutsche Bank AG	57,708	$1.85M	0.0%	N/A	0.106%
8/7/2026	Trust Co. of Vermont	1,650	$53K	0.0%	N/A	0.003%
8/6/2026	Dodds Wealth LLC	13,542	$434K	0.1%	N/A	0.025%
8/6/2026	Bank of New York Mellon Corp	188,621	$6.05M	0.0%	N/A	0.352%
8/6/2026	GSA Capital Partners LLP	6,494	$208K	0.0%	N/A	0.012%
7/10/2026	Handelsbanken Fonder AB	13,900	$446K	0.0%	-95.0%	0.026%
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7/7/2026	GAMMA Investing LLC	1,916	$61K	0.0%	+50.2%	0.004%
7/2/2026	Versant Capital Management Inc	3,495	$112K	0.0%	+15.7%	0.007%
5/19/2026	Bank of America Corp DE	430,238	$11.55M	0.0%	-2.7%	0.802%
5/19/2026	Edgestream Partners L.P.	134,491	$3.61M	0.1%	N/A	0.251%
5/19/2026	Janus Henderson Group PLC	21,663	$582K	0.0%	-97.6%	0.040%
5/18/2026	EverSource Wealth Advisors LLC	1,512	$41K	0.0%	+667.5%	0.003%
5/18/2026	California State Teachers Retirement System	63,110	$1.70M	0.0%	+36.2%	0.118%
5/18/2026	Royal Bank of Canada	274,198	$7.36M	0.0%	-21.4%	0.511%
5/16/2026	The Manufacturers Life Insurance Company	22,257	$598K	0.0%	-6.9%	0.041%
5/16/2026	Quantinno Capital Management LP	175,005	$4.70M	0.0%	+543.8%	0.326%
5/15/2026	Sunriver Management LLC	968,631	$26.01M	4.4%	-2.1%	1.805%
5/14/2026	Caxton Associates LLP	10,278	$276K	0.0%	N/A	0.019%
5/14/2026	Sei Investments Co.	32,377	$869K	0.0%	-9.9%	0.060%
5/13/2026	First Trust Advisors LP	62,286	$1.67M	0.0%	+236.2%	0.116%
5/8/2026	PNC Financial Services Group Inc.	4,540	$122K	0.0%	+10.5%	0.008%
5/7/2026	WCM Investment Management LLC	183,268	$4.95M	0.0%	-33.3%	0.342%
5/7/2026	Dimensional Fund Advisors LP	546,850	$14.68M	0.0%	-7.3%	1.019%
5/7/2026	Swiss National Bank	96,800	$2.60M	0.0%	+1.0%	0.180%
5/6/2026	GatePass Capital LLC	98,163	$2.64M	1.2%	N/A	0.183%
5/6/2026	Allspring Global Investments Holdings LLC	173,726	$4.59M	0.0%	-82.2%	0.324%
5/6/2026	Helium Advisors LLC	9,800	$263K	0.3%	-33.8%	0.018%
5/5/2026	Bank of New York Mellon Corp	166,787	$4.48M	0.0%	+17.8%	0.304%
5/4/2026	Bleakley Financial Group LLC	13,354	$359K	0.0%	N/A	0.024%
5/4/2026	Teachers Retirement System of The State of Kentucky	28,887	$776K	0.0%	-40.3%	0.053%
4/28/2026	Montrusco Bolton Investments Inc.	340,021	$9.13M	0.1%	+15.2%	0.620%
4/28/2026	Praxis Investment Management Inc.	7,686	$206K	0.0%	N/A	0.014%
4/27/2026	Elevation Point Wealth Partners LLC	34,757	$933K	0.0%	-19.3%	0.063%
4/23/2026	Inspire Investing LLC	19,204	$516K	0.0%	+108.0%	0.035%
4/20/2026	Assenagon Asset Management S.A.	22,483	$604K	0.0%	-1.7%	0.041%
4/18/2026	HHM Wealth Advisors LLC	4,000	$107K	0.0%	N/A	0.007%
4/16/2026	SG Americas Securities LLC	115,579	$3.10M	0.0%	-83.6%	0.211%
3/9/2026	Corient Private Wealth LLC	6,368	$321K	0.0%	+6.9%	0.012%
2/19/2026	Invesco Ltd.	90,578	$4.57M	0.0%	-84.4%	0.167%
2/19/2026	Corient Private Wealth LLC	6,368	$321K	0.0%	+6.9%	0.012%
2/18/2026	Mercer Global Advisors Inc. ADV	8,791	$444K	0.0%	+26.2%	0.016%
2/18/2026	XTX Topco Ltd	53,361	$2.69M	0.1%	+694.2%	0.098%
2/18/2026	Voloridge Investment Management LLC	35,584	$1.80M	0.0%	-9.5%	0.065%
2/18/2026	Wellington Management Group LLP	440,510	$22.22M	0.0%	+21.4%	0.810%
2/18/2026	Twinbeech Capital LP	27,466	$1.39M	0.1%	N/A	0.050%
2/18/2026	Numerai GP LLC	28,647	$1.45M	0.2%	N/A	0.053%
2/18/2026	Occudo Quantitative Strategies LP	5,603	$283K	0.0%	-58.1%	0.010%
2/18/2026	Millennium Management LLC	31,605	$1.59M	0.0%	-68.9%	0.058%
2/18/2026	Inspire Investing LLC	9,234	$466K	0.0%	+7.5%	0.017%
2/18/2026	Janus Henderson Group PLC	910,713	$45.95M	0.0%	-4.0%	1.674%
2/18/2026	Engineers Gate Manager LP	23,442	$1.18M	0.0%	-19.4%	0.043%
2/18/2026	Clearline Capital LP	23,586	$1.19M	0.1%	N/A	0.043%
2/18/2026	Balyasny Asset Management L.P.	20,178	$1.02M	0.0%	N/A	0.037%
2/18/2026	22C Capital LLC	3,202,267	$161.55M	100.0%	N/A	5.887%
2/17/2026	AQR Capital Management LLC	12,707	$641K	0.0%	+90.7%	0.023%
2/17/2026	Jain Global LLC	7,563	$382K	0.0%	N/A	0.014%
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2/17/2026	Price T Rowe Associates Inc. MD	48,606	$2.45M	0.0%	+6.0%	0.089%
2/17/2026	Public Employees Retirement System of Ohio	139,607	$7.04M	0.0%	+4.7%	0.257%
2/17/2026	California State Teachers Retirement System	46,325	$2.34M	0.0%	-5.2%	0.085%
2/17/2026	Russell Investments Group Ltd.	166,975	$8.42M	0.0%	+170.8%	0.307%
2/17/2026	Kemnay Advisory Services Inc.	1,400	$71K	0.0%	N/A	0.003%
2/17/2026	ExodusPoint Capital Management LP	99,301	$5.01M	0.0%	+241.9%	0.183%
2/17/2026	P2 Capital Partners LLC	1,773,391	$89.47M	22.9%	+3.3%	3.260%
2/17/2026	Blair William & Co. IL	149,356	$7.54M	0.0%	-57.7%	0.275%
2/17/2026	Royal Bank of Canada	348,798	$17.60M	0.0%	-38.8%	0.641%
2/17/2026	Magnetar Financial LLC	66,761	$3.37M	0.0%	N/A	0.123%

CBZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 315 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 279 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 Handelsbanken Fonder AB ($735K).

Institutional investors have bought a total of 22,556,374 shares in the last 24 months. This purchase volume represents approximately $1.02B in transactions.

Of the 103 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 9,330,232 shares in the last 24 months. This volume of shares sold represents approximately $411.48M 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 9/9/2026. New 13F filings are added each quarter as they're published.

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CBIZ (CBZ) Institutional Ownership

CBZ Institutional Buying and Selling by Quarter

CBIZ Major Shareholders & Ownership History

CBZ Institutional Ownership - Frequently Asked Questions

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CBIZ (CBZ) Institutional Ownership

Institutional Ownership Changes (13F Filings) for CBIZ (NYSE:CBZ)

CBZ Institutional Buying and Selling by Quarter

CBIZ Major Shareholders & Ownership History

CBZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CBZ shares?

What percentage of CBIZ's stock is owned by institutional investors?

Which institutional investors have been buying CBIZ's stock?

How much institutional buying is happening at CBIZ?

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

How much institutional selling is happening at CBIZ?

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