CBIZ (CBZ) Institutional Ownership

$67.96

+2.55 (+3.90%)

(As of 12:28 PM ET)

Current Institutional Ownership Percentage: 87.44%
Number of Institutional Buyers (last 12 months): 106
Total Institutional Inflows (last 12 months): $622.75M

Number of Institutional Sellers (last 12 months): 80
Total Institutional Outflows (last 12 months): $275.15M

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CBZ Institutional Buying and Selling by Quarter

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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
10/11/2024	Creative Planning	17,562	$1.18M	0.0%	+10.2%	0.035%
10/10/2024	Exchange Traded Concepts LLC	33,193	$2.23M	0.1%	+58.4%	0.066%
10/10/2024	Inspire Investing LLC	6,158	$414K	0.0%	+29.5%	0.012%
10/8/2024	CWM LLC	15,731	$1.06M	0.0%	-5.0%	0.031%
10/8/2024	Artemis Investment Management LLP	332,534	$22.38M	0.3%	+22.8%	0.664%
10/5/2024	Handelsbanken Fonder AB	292,000	$19.65M	0.1%	+2,333.3%	0.583%
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10/3/2024	SG Americas Securities LLC	2,366	$159K	0.0%	-82.2%	0.005%
8/21/2024	Truist Financial Corp	10,978	$813K	0.0%	+7.1%	0.022%
8/19/2024	Chase Investment Counsel Corp	32,845	$2.43M	0.8%	+3.1%	0.066%
8/16/2024	Creative Planning	15,932	$1.18M	0.0%	+6.8%	0.032%
8/16/2024	Algert Global LLC	4,536	$336K	0.0%	-58.6%	0.009%
8/15/2024	Susquehanna Fundamental Investments LLC	3,500	$259K	0.0%	-37.5%	0.007%
8/15/2024	Select Equity Group L.P.	1,130,568	$83.78M	0.3%	-10.4%	2.256%
8/15/2024	The Manufacturers Life Insurance Company	27,279	$2.02M	0.0%	+1.3%	0.054%
8/15/2024	Dark Forest Capital Management LP	18,830	$1.40M	0.3%	N/A	0.038%
8/15/2024	AQR Capital Management LLC	14,960	$1.11M	0.0%	+1.2%	0.030%
8/14/2024	Marshall Wace LLP	20,064	$1.49M	0.0%	+27.5%	0.040%
8/14/2024	ProShare Advisors LLC	6,425	$476K	0.0%	-25.4%	0.013%
8/13/2024	Sei Investments Co.	31,218	$2.31M	0.0%	-2.9%	0.062%
8/13/2024	King Luther Capital Management Corp	73,410	$5.44M	0.0%	+4.5%	0.146%
8/13/2024	Canada Pension Plan Investment Board	12,598	$934K	0.0%	-46.8%	0.025%
8/13/2024	Granite Investment Partners LLC	580,902	$43.05M	1.8%	-11.4%	1.158%
8/13/2024	Public Employees Retirement Association of Colorado	340,124	$25.20M	0.1%	+12.2%	0.678%
8/12/2024	Inspire Investing LLC	4,757	$352K	0.0%	+4.2%	0.009%
8/12/2024	Burgundy Asset Management Ltd.	2,220,013	$164.50M	1.7%	+1.8%	4.426%
8/12/2024	Blair William & Co. IL	305,016	$22.60M	0.1%	+134.3%	0.608%
8/12/2024	Vanguard Personalized Indexing Management LLC	8,807	$644K	0.0%	+12.9%	0.018%
8/12/2024	Mercer Global Advisors Inc. ADV	2,738	$203K	0.0%	N/A	0.005%
8/12/2024	SYSTM Wealth Solutions LLC	17,564	$1.30M	0.3%	+7,218.3%	0.035%
8/9/2024	Edgestream Partners L.P.	84,936	$6.29M	0.3%	N/A	0.169%
8/9/2024	Dimensional Fund Advisors LP	1,613,501	$119.56M	0.0%	-20.0%	3.220%
8/9/2024	Thompson Siegel & Walmsley LLC	57,612	$4.27M	0.1%	+1.6%	0.115%
8/8/2024	Envestnet Asset Management Inc.	83,263	$6.17M	0.0%	+98.2%	0.166%
8/8/2024	Thoroughbred Financial Services LLC	3,342	$247K	0.0%	N/A	0.007%
8/8/2024	American Century Companies Inc.	21,566	$1.60M	0.0%	-46.1%	0.043%
8/8/2024	Schneider Downs Wealth Management Advisors LP	23,998	$1.78M	0.4%	-1.4%	0.048%
8/8/2024	Rice Hall James & Associates LLC	55,172	$4.09M	0.2%	-6.4%	0.110%
8/7/2024	Mawer Investment Management Ltd.	791,562	$58.66M	0.3%	-23.1%	1.580%
8/6/2024	Quest Partners LLC	462	$34K	0.0%	+2,980.0%	0.001%
8/5/2024	Private Advisor Group LLC	43,316	$3.21M	0.0%	-0.3%	0.086%
Elon knows the truth, which is why they want him silenced (Ad) Elon Musk is one of mankind’s greatest innovators. But for all his visionary prowess and contributions to humanity, there is a war being waged on Elon Musk. This war has nothing to do with X, Elon’s stance on immigration or his support for Donald Trump. Watch this new documentary and you’ll discover what Elon knows,
8/5/2024	Summit Creek Advisors LLC	216,768	$16.06M	2.2%	+103.3%	0.433%
8/5/2024	Arizona State Retirement System	12,603	$934K	0.0%	+2.2%	0.025%
8/5/2024	Victory Capital Management Inc.	39,248	$2.91M	0.0%	-9.3%	0.078%
8/3/2024	Chase Investment Counsel Corp	33,103	$2.30M	0.7%	+3.9%	0.066%
8/1/2024	Fiera Capital Corp	174,880	$12.96M	0.0%	+6.8%	0.349%
8/1/2024	Rhumbline Advisers	72,298	$5.36M	0.0%	+3.8%	0.144%
7/31/2024	Picton Mahoney Asset Management	1,095	$82K	0.0%	N/A	0.002%
7/30/2024	Millington Financial Advisors LLC	29,328	$2.17M	1.5%	+1.4%	0.059%
7/29/2024	Principal Financial Group Inc.	22,143	$1.64M	0.0%	+13.8%	0.044%
7/29/2024	Panagora Asset Management Inc.	33,060	$2.45M	0.0%	+5.6%	0.066%
7/29/2024	BloombergSen Inc.	1,040,332	$77.09M	4.8%	-2.6%	2.076%
7/29/2024	Zurcher Kantonalbank Zurich Cantonalbank	7,380	$547K	0.0%	-23.3%	0.015%
7/29/2024	Ridgewood Investments LLC	1,850	$137K	0.1%	N/A	0.004%
7/26/2024	Allspring Global Investments Holdings LLC	1,114,365	$82.57M	0.1%	-5.2%	2.224%
7/26/2024	Bank of New York Mellon Corp	187,498	$13.89M	0.0%	+2.5%	0.374%
7/25/2024	Calamos Advisors LLC	22,149	$1.64M	0.0%	-33.8%	0.044%
7/24/2024	Argent Capital Management LLC	73,214	$5.43M	0.2%	+43.7%	0.146%
7/24/2024	Retirement Systems of Alabama	78,162	$5.79M	0.0%	+20.7%	0.156%
7/18/2024	Sawgrass Asset Management LLC	4,620	$342K	0.0%	-6.7%	0.009%
7/17/2024	Yarbrough Capital LLC	8,884	$658K	0.0%	+34.6%	0.018%
7/17/2024	Country Club Bank	6,294	$464K	0.0%	-4.8%	0.013%
7/16/2024	Wealth Enhancement Advisory Services LLC	16,235	$1.20M	0.0%	+1.2%	0.032%
7/15/2024	Artemis Investment Management LLP	270,780	$20.07M	0.3%	+23.9%	0.540%
7/12/2024	SG Americas Securities LLC	13,321	$987K	0.0%	+688.2%	0.027%
7/10/2024	Valeo Financial Advisors LLC	12,069	$894K	0.0%	-11.7%	0.024%
7/10/2024	CWM LLC	16,562	$1.23M	0.0%	-13.8%	0.033%
6/4/2024	DekaBank Deutsche Girozentrale	3,040	$236K	0.0%	-62.3%	0.006%
5/28/2024	Boston Partners	72,268	$5.67M	0.0%	-13.5%	0.144%
5/17/2024	Comerica Bank	3,719	$292K	0.0%	+17.8%	0.007%
5/16/2024	California State Teachers Retirement System	45,166	$3.55M	0.0%	-5.6%	0.090%
5/16/2024	Janus Henderson Group PLC	76,737	$6.02M	0.0%	-2.8%	0.153%
5/16/2024	Silvercrest Asset Management Group LLC	940,533	$73.83M	0.5%	-14.3%	1.877%
5/15/2024	Public Employees Retirement System of Ohio	107,306	$8.42M	0.0%	-10.8%	0.214%
5/15/2024	Public Employees Retirement Association of Colorado	303,096	$23.79M	0.1%	+6.6%	0.605%
5/15/2024	Aristides Capital LLC	3,793	$298K	0.1%	N/A	0.008%
5/15/2024	Price T Rowe Associates Inc. MD	828,199	$65.02M	0.0%	-0.8%	1.653%
5/15/2024	Lazard Asset Management LLC	3,040	$238K	0.0%	-71.8%	0.006%
5/14/2024	Capital World Investors	517,064	$40.59M	0.0%	N/A	1.032%
5/14/2024	Capital Research Global Investors	3,128,738	$245.61M	0.1%	+309.4%	6.244%
5/14/2024	CANADA LIFE ASSURANCE Co	43,475	$3.42M	0.0%	-2.9%	0.087%
5/14/2024	American International Group Inc.	23,638	$1.86M	0.0%	-0.8%	0.047%
5/14/2024	Burgundy Asset Management Ltd.	2,179,798	$171.11M	1.8%	+1.3%	4.350%
5/13/2024	Bessemer Group Inc.	329,357	$25.86M	0.0%	+6.7%	0.657%
5/13/2024	Seven Eight Capital LP	2,549	$200K	0.0%	N/A	0.005%
5/13/2024	O Shaughnessy Asset Management LLC	3,970	$312K	0.0%	-5.9%	0.008%
5/13/2024	Ameritas Investment Partners Inc.	4,783	$375K	0.0%	-3.7%	0.010%
5/11/2024	Covestor Ltd	707	$56K	0.0%	+45.5%	0.001%
5/11/2024	Cynosure Group LLC	4,035	$317K	0.1%	N/A	0.008%
5/11/2024	Summit Creek Advisors LLC	106,615	$8.37M	1.1%	+28.5%	0.213%
5/10/2024	Vanguard Group Inc.	3,705,090	$290.85M	0.0%	+36.3%	7.394%
Elon knows the truth, which is why they want him silenced (Ad) Elon Musk is one of mankind’s greatest innovators. But for all his visionary prowess and contributions to humanity, there is a war being waged on Elon Musk. This war has nothing to do with X, Elon’s stance on immigration or his support for Donald Trump. Watch this new documentary and you’ll discover what Elon knows,
5/9/2024	Blair William & Co. IL	130,191	$10.22M	0.0%	+102.7%	0.260%
5/9/2024	State Board of Administration of Florida Retirement System	16,848	$1.32M	0.0%	+23.1%	0.034%
5/8/2024	Schneider Downs Wealth Management Advisors LP	24,333	$1.91M	0.4%	-14.0%	0.049%
5/8/2024	William Blair Investment Management LLC	329,557	$25.87M	0.1%	-43.5%	0.658%
5/8/2024	ProShare Advisors LLC	8,617	$676K	0.0%	+8.5%	0.017%
5/8/2024	Russell Investments Group Ltd.	71,167	$5.59M	0.0%	+3.5%	0.142%
5/8/2024	Paradice Investment Management LLC	160,227	$12.58M	2.2%	-38.2%	0.320%
5/8/2024	Inspire Investing LLC	4,567	$359K	0.0%	-25.7%	0.009%
5/7/2024	Sei Investments Co.	32,161	$2.53M	0.0%	-17.2%	0.064%
5/7/2024	Susquehanna Fundamental Investments LLC	5,600	$440K	0.0%	N/A	0.011%

(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, 210 institutional investors and hedge funds held shares of CBIZ. The most heavily invested institutionals were Vanguard Group Inc. ($290.85M), Capital Research Global Investors ($245.61M), Burgundy Asset Management Ltd. ($164.50M), P2 Capital Partners LLC ($156.17M), Dimensional Fund Advisors LP ($119.56M), Eaton Vance Management ($103.74M), and FIL Ltd ($92.93M).Learn more on CBZ's institutional investors.
What percentage of CBIZ stock is owned by institutional investors?: 87.44% of CBIZ stock is owned by institutional investors. Learn more on CBZ's institutional investor holdings.
Which institutional investors have been buying CBIZ stock?: Of the 154 institutional investors that purchased CBIZ 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. ($1.07M), GW&K Investment Management LLC ($800.89K), Premier Fund Managers Ltd ($715.94K), Neumeier Poma Investment Counsel LLC ($532.12K), Capital World Investors ($517.06K), and Macquarie Group Ltd. ($482.78K).

How much institutional buying is happening at CBIZ?: Institutional investors have bought a total of 13,149,756 shares in the last 24 months. This purchase volume represents approximately $827.10M in transactions.
Which CBIZ major shareholders have been selling company stock?: Of the 118 institutional investors that sold CBIZ stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allspring Global Investments Holdings LLC ($1.71M), Victory Capital Management Inc. ($1.62M), Dimensional Fund Advisors LP ($1.35M), P2 Capital Partners LLC ($810.46K), William Blair Investment Management LLC ($587.96K), Paradice Investment Management LLC ($548.84K), and Mawer Investment Management Ltd. ($461.84K).
How much institutional selling is happening at CBIZ?: Institutional investors have sold a total of 10,228,268 shares in the last 24 months. This volume of shares sold represents approximately $571.00M in transactions.