CBIZ Ownership | Who Owns CBIZ?
CBIZ Ownership Summary
CBIZ is owned by 19.59% institutional investors, 4.92% insiders, and 75.49% retail investors. Fmr is the largest institutional shareholder, holding 11.88% 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 | 19.59% | 4.92% | 75.49% |
| Sector | Industrials Stocks | 49.28% | 15.95% | 34.77% |
| Industry | Business Services Stocks | 37.43% | 14.24% | 48.33% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Fmr | 7.51M | 11.88% | $201.67M |
| Vanguard group | 4.84M | 7.61% | $244.06M |
| Blackrock | 3.53M | 7.06% | $261.63M |
| Blackrock funding, inc. /de | 3.81M | 6.03% | $102.35M |
| Bank of montreal /can/ | 3.51M | 5.55% | $94.19M |
| Burgundy asset management | 2.32M | 3.64% | $149.45M |
| Morgan stanley | 2.01M | 3.18% | $53.93M |
| Geode capital management | 1.16M | 1.83% | $31.14M |
| State street | 1.15M | 1.82% | $30.92M |
| P2 capital partners | 1.14M | 1.80% | $30.63M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| P2 capital partners | 1.14M | 14.59% | $30.63M |
| Sunriver management | 968.63K | 4.40% | $26.01M |
| Bloombergsen | 994.03K | 2.03% | $26.69M |
| Cardinal capital management llc /ct | 97.20K | 1.97% | $7.20M |
| Burgundy asset management | 2.32M | 1.41% | $149.45M |
| Summit creek advisors | 234.63K | 1.29% | $6.30M |
| Advantage alpha capital partners lp | 78.31K | 1.25% | $4.15M |
| Taylor frigon capital management | 74.32K | 1.12% | $2.38M |
| Waters parkerson | 515.71K | 0.82% | $16.54M |
| Kensington investment counsel | 20.21K | 0.69% | $1.65M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Bank of montreal /can/ | 3.51M | 0.04% | 1.26M |
| Alliancebernstein | 901.97K | 0.01% | 848.05K |
| Ameriprise financial | 600.96K | 0.00% | 588.21K |
| Allianz asset management gmbh | 544.85K | 0.02% | 544.85K |
| Bnp paribas arbitrage, snc | 557.86K | 0.01% | 537.94K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital research global investors | - | - | -2.91M |
| Durable capital partners lp | - | - | -1.63M |
| Morgan stanley | 2.01M | 0.00% | -1.24M |
| Select equity group | - | - | -1.13M |
| Capital world investors | - | - | -919.90K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Allianz asset management gmbh | 544.85K | 0.02% | 544.85K | $14.63M |
| Point72 asset management | 429.66K | 0.01% | 429.66K | $11.54M |
| Hotchkis & wiley capital management | 357.18K | 0.03% | 357.18K | $9.59M |
| Vanguard fiduciary trust | 344.80K | 0.00% | 344.80K | $9.26M |
| Loomis sayles & co l p | 340.20K | 0.01% | 340.20K | $9.13M |
Sold Out
| Holder | Change |
|---|---|
| Bay harbor wealth management | -1.00 |
| Tfo-tdc | -1.00 |
| Root financial partners | -2.00 |
| Claris advisors, llc / mo / | -3.00 |
| Dinuzzo private wealth | -4.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 119 | -54.92% | 12,387,655 | -77.13% | 19 | 0.27% | 64 | -47.54% | 34 | -67.31% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| American Funds SMALLCAP World A | 3.49M | 6.42% | - |
| Fidelity Low-Priced Stock | 1.71M | 3.16% | -33.13K |
| Vanguard Total Stock Mkt Idx Inv | 1.62M | 3.02% | 107.40K |
| Vanguard Morn Total Stk Mkt Idx Investor | 1.62M | 3.00% | 107.40K |
| Vanguard US Total Market Shares ETF | 1.50M | 2.78% | 1.29K |
| Strategic Advisers Fidelity US TtlStk | 1.41M | 2.62% | 15.70K |
| iShares Russell 2000 ETF | 1.27M | 2.36% | -924.00 |
| Vanguard Small Cap Index | 1.17M | 2.18% | 79.06K |
| Fidelity Small Cap Discovery | 854.30K | 1.58% | -15.40K |
| Fidelity Series Small Cap Discovery | 785.75K | 1.46% | -14.20K |
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 Q3 | - | - |
| 2026 Q2 | - | - |
| 2026 Q1 | 2 | 1 |
| 2025 Q4 | 1 | 1 |
| 2025 Q3 | 2 | - |
CBZ Ownership FAQ
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