CBIZ Ownership | Who Owns CBIZ?
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
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | CBIZ | 41.57% | 5.02% | 53.41% |
Sector | Industrials Stocks | 51.44% | 11.38% | 37.18% |
Industry | Business Services Stocks | 75.76% | 13.03% | 11.20% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Vanguard group | 4.72M | 9.41% | $385.95M |
Blackrock funding, inc. /de | 3.69M | 7.37% | $302.31M |
Blackrock | 3.53M | 7.06% | $261.63M |
Capital research global investors | 3.53M | 7.03% | $288.56M |
Morgan stanley | 2.95M | 5.89% | $218.38M |
Burgundy asset management | 2.22M | 4.44% | $164.50M |
P2 capital partners | 1.81M | 3.61% | $148.03M |
Dimensional fund advisors lp | 1.49M | 2.97% | $121.88M |
State street | 1.16M | 2.32% | $95.32M |
Capital world investors | 1.13M | 2.26% | $92.84M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
P2 capital partners | 1.81M | 25.14% | $148.03M |
Bancreek capital management, lp | 91.73K | 7.32% | $7.51M |
Bloombergsen | 1.04M | 5.18% | $85.13M |
Neumeier poma investment counsel | 456.06K | 3.62% | $37.32M |
Summit creek advisors | 304.08K | 3.27% | $24.88M |
Premier fund managers | 813.70K | 2.37% | $66.43M |
Granite investment partners | 561.25K | 1.99% | $45.93M |
Sg capital management | 251.04K | 1.99% | $20.54M |
Cardinal capital management llc /ct | 97.20K | 1.97% | $7.20M |
Bridge city capital | 84.48K | 1.84% | $6.91M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Invesco | 769.21K | 0.01% | 470.10K |
Wellington management group llp | 401.55K | 0.01% | 401.55K |
Fmr | 978.88K | 0.00% | 384.22K |
Capital world investors | 1.13M | 0.01% | 309.79K |
Waters parkerson | 285.75K | 1.23% | 285.75K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Select equity group | - | - | -1.13M |
Neuberger berman group | 130.38K | 0.01% | -680.77K |
Morgan stanley | 2.95M | 0.02% | -418.94K |
Capital research global investors | 3.53M | 0.06% | -405.69K |
William blair investment management | - | - | -329.56K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Wellington management group llp | 401.55K | 0.01% | 401.55K | $32.86M |
Waters parkerson | 285.75K | 1.23% | 285.75K | $23.38M |
Sg capital management | 251.04K | 1.99% | 251.04K | $20.54M |
Norges bank | 147.81K | 0.00% | 147.81K | $12.10M |
Proficio capital partners | 46.73K | 0.00% | 46.73K | $46.73K |
Sold Out
Holder | Change |
---|---|
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
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
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% |
Jun 30, 2024 | 273 | 1.49% | 45,554,566 | 1.67% | 91 | 1.14% | 125 | 9.65% | 90 | -18.92% |
Mar 31, 2024 | 269 | 3.86% | 44,808,005 | 1.85% | 89 | 1.16% | 114 | -6.56% | 111 | 20.65% |
Dec 31, 2023 | 259 | 6.15% | 43,993,953 | 1.62% | 88 | 1.17% | 122 | 7.02% | 92 | 10.84% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
American Funds SMALLCAP World A | 4.01M | 8.00% | 5.95K |
Vanguard Total Stock Mkt Idx Inv | 1.49M | 2.98% | 4.12K |
iShares Russell 2000 ETF | 1.25M | 2.48% | -24.35K |
Vanguard Small Cap Index | 1.22M | 2.42% | 2.16K |
Calvert US Small-Cap Strategy | 1.03M | 2.06% | 22.25K |
Calvert Small-Cap A | 1.03M | 2.06% | - |
T. Rowe Price Integrated US SmCapGrEq | 965.50K | 1.92% | 402.65K |
Premier Miton US Opportunities B Acc | 800.00K | 1.59% | - |
Vanguard Institutional Extnd Mkt Idx Tr | 757.89K | 1.51% | 201.00 |
Vanguard Small Cap Growth Index Inv | 687.82K | 1.37% | -1.00K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Mar 06, 2025 | WILEY BENAREE PRATT | - | Sell | $468.21K |
Dec 10, 2024 | GROVE WARE H | C.F.O. | Sell | $644.16K |
Dec 09, 2024 | YOUNG RODNEY A | - | Buy | $77.56K |
Nov 22, 2023 | GROVE WARE H | C.F.O. | Sell | $397.15K |
Nov 24, 2023 | GROVE WARE H | C.F.O. | Sell | $5.81K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2025 Q1 | - | - |
2024 Q4 | 1 | 1 |
2024 Q2 | - | - |
2024 Q1 | - | - |
2023 Q4 | - | 5 |
CBZ Ownership FAQ
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