CBIZ Ownership | Who Owns CBIZ?
CBIZ Ownership Summary
CBIZ is owned by 75.60% institutional investors, 10.11% insiders, and 14.29% 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 7.78% of its assets in CBIZ shares.
CBZ Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | CBIZ | 75.60% | 10.11% | 14.29% |
| Sector | Industrials Stocks | 64.07% | 12.69% | 23.24% |
| Industry | Business Services Stocks | 66.36% | 14.13% | 19.52% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 4.72M | 9.41% | $385.95M |
| Blackrock | 3.53M | 7.06% | $261.63M |
| Blackrock funding, inc. /de | 3.79M | 5.96% | $271.77M |
| Morgan stanley | 2.95M | 5.89% | $218.38M |
| Capital research global investors | 2.99M | 4.70% | $214.19M |
| Burgundy asset management | 2.32M | 3.65% | $166.45M |
| Dimensional fund advisors lp | 1.49M | 2.97% | $121.88M |
| P2 capital partners | 1.81M | 2.84% | $129.53M |
| Capital world investors | 1.61M | 2.53% | $115.32M |
| State street | 1.16M | 2.32% | $95.32M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| P2 capital partners | 1.81M | 24.79% | $129.53M |
| Bancreek capital management, lp | 77.07K | 9.48% | $5.53M |
| Pacific capital partners | 102.50K | 6.04% | $5.43M |
| Bloombergsen | 1.12M | 4.92% | $80.27M |
| Ananym capital management, lp | 102.75K | 3.16% | $7.37M |
| Neumeier poma investment counsel | 438.98K | 2.93% | $31.48M |
| Summit creek advisors | 284.29K | 2.19% | $15.06M |
| Premier fund managers | 818.51K | 2.12% | $58.21M |
| Cardinal capital management llc /ct | 97.20K | 1.97% | $7.20M |
| Alpha wave global, lp | 232.02K | 1.79% | $16.64M |
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 | 1.61M | 0.02% | 367.02K |
| William blair investment management | 303.15K | 0.06% | 303.15K |
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 |
| Fil | - | - | -318.78K |
| Cardinal capital management llc /ct | 97.20K | 1.97% | -235.40K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Wellington management group llp | 401.55K | 0.01% | 401.55K | $32.86M |
| William blair investment management | 303.15K | 0.06% | 303.15K | $21.74M |
| Montrusco bolton investments | 233.39K | 0.19% | 233.39K | $16.74M |
| Norges bank | 147.81K | 0.00% | 147.81K | $12.10M |
| Mawer investment management | 128.67K | 0.05% | 128.67K | $9.23M |
Sold Out
| Holder | Change |
|---|---|
| Bay harbor wealth management | -1.00 |
| Tfo-tdc | -1.00 |
| Global retirement partners | -3.00 |
| Claris advisors, llc / mo / | -3.00 |
| Bokf, na | -5.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| American Funds SMALLCAP World A | 4.23M | 7.78% | 840.74K |
| Vanguard Total Stock Mkt Idx Inv | 1.63M | 3.03% | -44.24K |
| Vanguard US Total Market Shares ETF | 1.50M | 2.78% | 1.29K |
| iShares Russell 2000 ETF | 1.26M | 2.33% | - |
| Vanguard Small Cap Index | 1.26M | 2.33% | -7.18K |
| Calvert US Small-Cap Strategy | 1.01M | 1.88% | - |
| Calvert Small-Cap A | 926.44K | 1.72% | -87.26K |
| Premier Miton US Opportunities B Acc | 800.00K | 1.48% | - |
| Handelsbanken Amerika Små Tema (A10 EUR) | 720.00K | 1.33% | 80.00K |
| Vanguard Small Cap Growth Index Inv | 705.59K | 1.31% | -2.68K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 08, 2025 | YOUNG RODNEY A | - | Buy | $124.86K |
| Aug 04, 2025 | Lakhia Brad S. | Senior Vice President & CFO | Buy | $100.01K |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | 1 | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | 2 |
| 2024 Q4 | 1 | 1 |
| 2024 Q2 | - | - |
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