CBIZ Ownership | Who Owns CBIZ?
CBIZ Ownership Summary
CBIZ is owned by 53.12% institutional investors, 10.08% insiders, and 36.80% retail investors. Vanguard group is the largest institutional shareholder, holding 7.61% of CBZ shares. American Funds SMALLCAP World A is the top mutual fund, with 6.42% of its assets in CBIZ shares.
CBZ Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | CBIZ | 53.12% | 10.08% | 36.80% |
| Sector | Industrials Stocks | 47.66% | 12.56% | 39.78% |
| Industry | Business Services Stocks | 44.46% | 13.16% | 42.38% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 4.84M | 7.61% | $244.06M |
| Blackrock | 3.53M | 7.06% | $261.63M |
| Durable capital partners lp | 3.93M | 6.18% | $207.87M |
| Blackrock funding, inc. /de | 3.60M | 5.66% | $181.53M |
| Morgan stanley | 3.25M | 5.11% | $164.03M |
| Fmr | 3.02M | 4.76% | $160.06M |
| Capital research global investors | 2.91M | 4.58% | $147.04M |
| Burgundy asset management | 2.32M | 3.64% | $149.45M |
| Bank of montreal /can/ | 2.25M | 3.54% | $113.60M |
| P2 capital partners | 1.72M | 2.70% | $90.90M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| P2 capital partners | 1.72M | 17.46% | $90.90M |
| Sunriver management | 989.35K | 5.23% | $49.91M |
| Bloombergsen | 1.03M | 3.79% | $51.88M |
| Pacific capital partners | 43.75K | 2.34% | $2.21M |
| Summit creek advisors | 264.18K | 2.10% | $13.33M |
| Bancreek capital management, lp | 9.65K | 2.03% | $486.69K |
| Cardinal capital management llc /ct | 97.20K | 1.97% | $7.20M |
| Premier fund managers | 614.52K | 1.82% | $31.52M |
| Durable capital partners lp | 3.93M | 1.54% | $207.87M |
| Burgundy asset management | 2.32M | 1.41% | $149.45M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Durable capital partners lp | 3.93M | 1.54% | 3.93M |
| Bank of montreal /can/ | 2.25M | 0.04% | 2.25M |
| Fmr | 3.02M | 0.01% | 1.16M |
| Sg americas securities | 706.71K | 0.05% | 706.71K |
| Royce & associates lp | 659.14K | 0.34% | 524.44K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Select equity group | - | - | -1.13M |
| Artemis investment management llp | - | - | -561.38K |
| Jpmorgan chase | 51.65K | 0.00% | -471.25K |
| Macquarie group | - | - | -394.10K |
| Price t rowe associates inc /md/ | 45.87K | 0.00% | -363.39K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Durable capital partners lp | 3.93M | 1.54% | 3.93M | $207.87M |
| Bank of montreal /can/ | 2.25M | 0.04% | 2.25M | $113.60M |
| Sg americas securities | 706.71K | 0.05% | 706.71K | $35.65M |
| Norges bank | 147.81K | 0.00% | 147.81K | $12.10M |
| Vestmark advisory solutions | 43.07K | 0.03% | 43.07K | $2.17M |
Sold Out
| Holder | Change |
|---|---|
| Bay harbor wealth management | -1.00 |
| Tfo-tdc | -1.00 |
| Claris advisors, llc / mo / | -3.00 |
| Jpl wealth management | -5.00 |
| Bokf, na | -5.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 181 | -31.18% | 33,787,837 | -32.69% | 53 | 0.85% | 79 | -32.48% | 73 | -29.13% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| American Funds SMALLCAP World A | 3.49M | 6.42% | - |
| Vanguard Total Stock Mkt Idx Inv | 1.62M | 2.98% | 5.64K |
| Vanguard US Total Market Shares ETF | 1.50M | 2.78% | 1.29K |
| Strategic Advisers Fidelity US TtlStk | 1.23M | 2.27% | 400.50K |
| iShares Russell 2000 ETF | 1.19M | 2.19% | 130.86K |
| Vanguard Small Cap Index | 1.17M | 2.15% | -1.20K |
| Fidelity Low-Priced Stock | 1.07M | 1.97% | 277.01K |
| Calvert US Small-Cap Strategy | 764.26K | 1.41% | -162.17K |
| Calvert Small-Cap A | 764.26K | 1.41% | -70.75K |
| Calvert US Small-Cap SMA | 764.26K | 1.41% | 763.61K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 13, 2026 | Lakhia Brad S. | Senior Vice President & CFO | Buy | $331.72K |
| Mar 13, 2026 | YOUNG RODNEY A | - | Buy | $26.05K |
| Mar 10, 2026 | WILEY BENAREE PRATT | - | Sell | $473.91K |
| Dec 02, 2025 | WILEY BENAREE PRATT | - | Sell | $410.61K |
| Nov 26, 2025 | Lakhia Brad S. | Senior Vice President & CFO | Buy | $99.93K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | 2 | 1 |
| 2025 Q4 | 1 | 1 |
| 2025 Q3 | 2 | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | 2 |
CBZ Ownership FAQ
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