CBIZ Ownership | Who Owns CBIZ?


OverviewRevenueFinancialsChartTranscripts

CBIZ Ownership Summary


CBIZ is owned by 41.57% institutional investors, 5.02% insiders, and 53.41% retail investors. Vanguard group is the largest institutional shareholder, holding 9.41% of CBZ shares. American Funds SMALLCAP World A is the top mutual fund, with 8.00% of its assets in CBIZ shares.

CBZ Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockCBIZ41.57%5.02%53.41%
SectorIndustrials Stocks 51.44%11.38%37.18%
IndustryBusiness Services Stocks75.76%13.03%11.20%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group4.72M9.41%$385.95M
Blackrock funding, inc. /de3.69M7.37%$302.31M
Blackrock3.53M7.06%$261.63M
Capital research global investors3.53M7.03%$288.56M
Morgan stanley2.95M5.89%$218.38M
Burgundy asset management2.22M4.44%$164.50M
P2 capital partners1.81M3.61%$148.03M
Dimensional fund advisors lp1.49M2.97%$121.88M
State street1.16M2.32%$95.32M
Capital world investors1.13M2.26%$92.84M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
P2 capital partners1.81M25.14%$148.03M
Bancreek capital management, lp91.73K7.32%$7.51M
Bloombergsen1.04M5.18%$85.13M
Neumeier poma investment counsel456.06K3.62%$37.32M
Summit creek advisors304.08K3.27%$24.88M
Premier fund managers813.70K2.37%$66.43M
Granite investment partners561.25K1.99%$45.93M
Sg capital management251.04K1.99%$20.54M
Cardinal capital management llc /ct97.20K1.97%$7.20M
Bridge city capital84.48K1.84%$6.91M

Top Buyers

HolderShares% AssetsChange
Invesco769.21K0.01%470.10K
Wellington management group llp401.55K0.01%401.55K
Fmr978.88K0.00%384.22K
Capital world investors1.13M0.01%309.79K
Waters parkerson285.75K1.23%285.75K

Top Sellers

HolderShares% AssetsChange
Select equity group---1.13M
Neuberger berman group130.38K0.01%-680.77K
Morgan stanley2.95M0.02%-418.94K
Capital research global investors3.53M0.06%-405.69K
William blair investment management---329.56K

New Positions

HolderShares% AssetsChangeValue
Wellington management group llp401.55K0.01%401.55K$32.86M
Waters parkerson285.75K1.23%285.75K$23.38M
Sg capital management251.04K1.99%251.04K$20.54M
Norges bank147.81K0.00%147.81K$12.10M
Proficio capital partners46.73K0.00%46.73K$46.73K

Sold Out

HolderChange
Tfo-tdc-1.00
Global retirement partners-3.00
Claris advisors, llc / mo /-3.00
Bokf, na-5.00
Riggs asset managment-6.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 2024167-40.78%20,846,759-53.11%410.53%79-47.33%43-39.44%
Sep 30, 20242791.09%44,364,298-2.65%881.07%14818.40%70-23.91%
Jun 30, 20242731.49%45,554,5661.67%911.14%1259.65%90-18.92%
Mar 31, 20242693.86%44,808,0051.85%891.16%114-6.56%11120.65%
Dec 31, 20232596.15%43,993,9531.62%881.17%1227.02%9210.84%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
American Funds SMALLCAP World A4.01M8.00%5.95K
Vanguard Total Stock Mkt Idx Inv1.49M2.98%4.12K
iShares Russell 2000 ETF1.25M2.48%-24.35K
Vanguard Small Cap Index1.22M2.42%2.16K
Calvert US Small-Cap Strategy1.03M2.06%22.25K
Calvert Small-Cap A1.03M2.06%-
T. Rowe Price Integrated US SmCapGrEq965.50K1.92%402.65K
Premier Miton US Opportunities B Acc800.00K1.59%-
Vanguard Institutional Extnd Mkt Idx Tr757.89K1.51%201.00
Vanguard Small Cap Growth Index Inv687.82K1.37%-1.00K

Recent Insider Transactions


DateNameRoleActivityValue
Mar 06, 2025WILEY BENAREE PRATT-Sell$468.21K
Dec 10, 2024GROVE WARE H C.F.O.Sell$644.16K
Dec 09, 2024YOUNG RODNEY A-Buy$77.56K
Nov 22, 2023GROVE WARE H C.F.O.Sell$397.15K
Nov 24, 2023GROVE WARE H C.F.O.Sell$5.81K

Insider Transactions Trends


DateBuySell
2025 Q1--
2024 Q411
2024 Q2--
2024 Q1--
2023 Q4-5

CBZ Ownership FAQ


Who Owns CBIZ?

CBIZ shareholders are primarily institutional investors at 41.57%, followed by 5.02% insiders and 53.41% retail investors. The average institutional ownership in CBIZ's industry, Business Services Stocks, is 75.76%, which CBIZ falls below.

Who owns the most shares of CBIZ?

CBIZ’s largest shareholders are Vanguard group (4.72M shares, 9.41%), Blackrock funding, inc. /de (3.69M shares, 7.37%), and Blackrock (3.53M shares, 7.06%). Together, they hold 23.83% of CBIZ’s total shares outstanding.

Does Blackrock own CBIZ?

Yes, BlackRock owns 7.06% of CBIZ, totaling 3.53M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 261.63M$. In the last quarter, BlackRock increased its holdings by 85.6K shares, a 2.48% change.

Who is CBIZ’s biggest shareholder by percentage of total assets invested?

P2 capital partners is CBIZ’s biggest shareholder by percentage of total assets invested, with 25.14% of its assets in 1.81M CBIZ shares, valued at 148.03M$.

Who is the top mutual fund holder of CBIZ shares?

American Funds SMALLCAP World A is the top mutual fund holder of CBIZ shares, with 8.00% of its total shares outstanding invested in 4.01M CBIZ shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

  • Customize your own personal stocks lists, views and charts

  • Choose from hundreds of fields, up to 15 years of history

  • Conduct deep comparison analysis

  • Discover trending investment themes

  • Find your next best investment

  • Research stocks using tools