CBIZ Ownership | Who Owns CBIZ?
CBIZ Ownership Summary
CBIZ is owned by 51.58% institutional investors, 10.03% insiders, and 38.40% retail investors. Vanguard group is the largest institutional shareholder, holding 7.69% of CBZ shares. American Funds SMALLCAP World A is the top mutual fund, with 7.78% of its assets in CBIZ shares.
CBZ Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | CBIZ | 51.58% | 10.03% | 38.40% |
| Sector | Industrials Stocks | 46.77% | 12.62% | 40.60% |
| Industry | Business Services Stocks | 47.91% | 13.79% | 38.30% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 4.89M | 7.69% | $258.90M |
| Blackrock | 3.53M | 7.06% | $261.63M |
| Durable capital partners lp | 3.93M | 6.18% | $207.87M |
| Blackrock funding, inc. /de | 3.54M | 5.57% | $187.52M |
| Morgan stanley | 3.40M | 5.35% | $180.12M |
| Fmr | 3.02M | 4.76% | $160.06M |
| Capital research global investors | 2.92M | 4.60% | $154.71M |
| Burgundy asset management | 2.32M | 3.64% | $149.45M |
| P2 capital partners | 1.72M | 2.70% | $90.90M |
| State street | 1.15M | 1.82% | $61.17M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| P2 capital partners | 1.72M | 17.46% | $90.90M |
| Bancreek capital management, lp | 71.50K | 7.95% | $3.79M |
| Pacific capital partners | 102.50K | 6.04% | $5.43M |
| Bloombergsen | 1.11M | 3.64% | $58.67M |
| Sunriver management | 596.76K | 3.44% | $31.60M |
| Summit creek advisors | 284.29K | 2.19% | $15.06M |
| Cardinal capital management llc /ct | 97.20K | 1.97% | $7.20M |
| Premier fund managers | 814.87K | 1.80% | $43.85M |
| Durable capital partners lp | 3.93M | 1.54% | $207.87M |
| Bridge city capital | 101.39K | 1.43% | $5.37M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Durable capital partners lp | 3.93M | 1.54% | 3.93M |
| Fmr | 3.02M | 0.01% | 1.16M |
| Sunriver management | 596.76K | 3.44% | 596.76K |
| Handelsbanken fonder ab | 747.00K | 0.13% | 285.00K |
| Wcm investment management | 278.95K | 0.03% | 278.95K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Select equity group | - | - | -1.13M |
| Capital world investors | 920.28K | 0.01% | -687.92K |
| Artemis investment management llp | - | - | -561.38K |
| Jpmorgan chase | 522.90K | 0.00% | -463.06K |
| Bessemer group | 195.00 | - | -447.65K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Durable capital partners lp | 3.93M | 1.54% | 3.93M | $207.87M |
| Sunriver management | 596.76K | 3.44% | 596.76K | $31.60M |
| Wcm investment management | 278.95K | 0.03% | 278.95K | $15.01M |
| Squarepoint ops | 183.42K | 0.01% | 183.42K | $9.71M |
| Norges bank | 147.81K | 0.00% | 147.81K | $12.10M |
Sold Out
| Holder | Change |
|---|---|
| Bay harbor wealth management | -1.00 |
| Tfo-tdc | -1.00 |
| Global retirement partners | -3.00 |
| Claris advisors, llc / mo / | -3.00 |
| Bokf, na | -5.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 177 | -33.71% | 32,773,991 | -25.49% | 51 | 1.08% | 66 | -49.23% | 80 | 1.27% |
| Jun 30, 2025 | 272 | -4.90% | 48,040,028 | 7.82% | 75 | 1.55% | 134 | -2.90% | 81 | 2.53% |
| Mar 31, 2025 | 283 | - | 44,448,474 | -2.58% | 69 | 0.84% | 137 | -2.84% | 79 | -3.66% |
| Dec 31, 2024 | 167 | -40.78% | 20,846,759 | -53.11% | 41 | 0.53% | 79 | -47.33% | 43 | -39.44% |
| Sep 30, 2024 | 279 | 1.09% | 44,364,298 | -2.65% | 88 | 1.07% | 148 | 18.40% | 70 | -23.91% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| American Funds SMALLCAP World A | 4.23M | 7.78% | 840.74K |
| Vanguard Total Stock Mkt Idx Inv | 1.63M | 3.03% | -44.24K |
| Vanguard US Total Market Shares ETF | 1.50M | 2.78% | 1.29K |
| iShares Russell 2000 ETF | 1.26M | 2.33% | - |
| Vanguard Small Cap Index | 1.26M | 2.33% | -7.18K |
| Calvert US Small-Cap Strategy | 1.01M | 1.88% | - |
| Calvert Small-Cap A | 926.44K | 1.72% | -87.26K |
| Premier Miton US Opportunities B Acc | 800.00K | 1.48% | - |
| Handelsbanken Amerika Små Tema (A10 EUR) | 720.00K | 1.33% | 80.00K |
| Vanguard Small Cap Growth Index Inv | 705.59K | 1.31% | -2.68K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 08, 2025 | YOUNG RODNEY A | - | Buy | $124.86K |
| Aug 04, 2025 | Lakhia Brad S. | Senior Vice President & CFO | Buy | $100.01K |
| Oct 14, 2021 | DeGroote Michael H | - | Sell | $290.33K |
| Mar 14, 2025 | GROVE WARE H | C.F.O. | Sell | $282.68K |
| Mar 06, 2025 | WILEY BENAREE PRATT | - | Sell | $468.21K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | 1 | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | 2 |
| 2024 Q4 | 1 | 1 |
| 2024 Q2 | - | - |
CBZ Ownership FAQ
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