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 6.27% 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 | 50.65% | 11.75% | 37.60% |
| 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 | 3.39M | 6.27% | -624.67K |
| Vanguard US Total Market Shares ETF | 1.50M | 2.78% | 1.29K |
| Vanguard Total Stock Mkt Idx Inv | 1.50M | 2.78% | 6.09K |
| iShares Russell 2000 ETF | 1.26M | 2.34% | -10.89K |
| Vanguard Small Cap Index | 1.19M | 2.20% | -26.76K |
| Calvert US Small-Cap Strategy | 1.03M | 2.06% | 22.25K |
| Calvert Small-Cap A | 1.03M | 1.91% | - |
| Premier Miton US Opportunities B Acc | 800.00K | 1.49% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 762.96K | 1.41% | 4.01K |
| Vanguard Small Cap Growth Index Inv | 667.74K | 1.24% | -16.67K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| Dec 10, 2024 | GROVE WARE H | C.F.O. | Sell | $644.16K |
| Dec 09, 2024 | YOUNG RODNEY A | - | Buy | $77.56K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | 2 |
| 2024 Q4 | 1 | 1 |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
| 2023 Q4 | - | 5 |
CBZ Ownership FAQ
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