CBIZ Ownership | Who Owns CBIZ?

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CBIZ Ownership Summary

CBIZ is owned by 84.03% institutional investors, 4.99% insiders, and 10.98% retail investors. Fmr is the largest institutional shareholder, holding 13.08% 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	84.03%	4.99%	10.98%
Sector	Industrials Stocks	66.34%	16.52%	17.14%
Industry	Business Services Stocks	58.25%	16.35%	25.40%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Fmr	8.05M	13.08%	$258.16M
Blackrock funding, inc. /de	4.97M	8.08%	$159.49M
Vanguard group	4.84M	7.61%	$244.06M
Blackrock	3.53M	7.06%	$261.63M
Bank of montreal /can/	3.45M	5.61%	$110.80M
Vanguard capital management	2.26M	3.67%	$72.50M
Burgundy asset management	2.32M	3.64%	$149.45M
Morgan stanley	1.49M	2.43%	$47.89M
Geode capital management	1.26M	2.04%	$40.34M
State street	1.24M	2.02%	$39.93M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
P2 capital partners	1.14M	14.85%	$36.47M
Dg capital management	660.00K	4.46%	$21.17M
Bloombergsen	1.07M	2.56%	$34.27M
Cardinal capital management llc /ct	97.20K	1.97%	$7.20M
Burgundy asset management	2.32M	1.41%	$149.45M
Summit creek advisors	123.55K	1.35%	$3.96M
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
Blackrock funding, inc. /de	4.97M	0.00%	1.16M
Sixth street partners management company	665.87K	0.00%	665.87K
Dg capital management	660.00K	4.46%	660.00K
Fmr	8.05M	0.01%	536.24K
Aqr capital management	709.62K	0.01%	463.81K

Top Sellers

Holder	Shares	% Assets	Change
Capital research global investors	-	-	-2.91M
Durable capital partners lp	-	-	-1.63M
Select equity group	-	-	-1.13M
Sunriver management	-	-	-968.63K
Capital world investors	-	-	-919.90K

New Positions

Holder	Shares	% Assets	Change	Value
Sixth street partners management company	665.87K	0.00%	665.87K	$21.36M
Dg capital management	660.00K	4.46%	660.00K	$21.17M
Dana investment advisors	322.77K	0.27%	322.77K	$10.35M
Engine capital management, lp	202.00K	0.63%	202.00K	$6.48M
Norges bank	147.81K	0.00%	147.81K	$12.10M

Sold Out

Holder	Change
Dunhill financial	-1.00
Tfo-tdc	-1.00
Bay harbor wealth management	-1.00
Root financial partners	-2.00
Claris advisors, llc / mo /	-3.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2026	264	-0.75%	51,707,963	-1.23%	84	1.23%	151	-6.21%	65	-5.80%
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%

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	1.25M	2.31%	-22.18K
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

Who Owns CBIZ?

CBIZ shareholders are primarily institutional investors at 84.03%, followed by 4.99% insiders and 10.98% retail investors. The average institutional ownership in CBIZ's industry, Business Services Stocks, is 58.25%, which CBIZ exceeds.

Who owns the most shares of CBIZ?

CBIZ’s largest shareholders are Fmr (8.05M shares, 13.08%), Blackrock funding, inc. /de (4.97M shares, 8.08%), and Vanguard group (4.84M shares, 7.61%). Together, they hold 28.76% of CBIZ’s total shares outstanding.

Does Blackrock own CBIZ?

Yes, BlackRock owns 7.06% of CBIZ, totaling 3.53M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 261.63M$. In the last quarter, BlackRock increased its holdings by 85.6K shares, a 2.48% change.

Who is CBIZ’s biggest shareholder by percentage of total assets invested?

P2 capital partners is CBIZ’s biggest shareholder by percentage of total assets invested, with 14.85% of its assets in 1.14M CBIZ shares, valued at 36.47M$.

Who is the top mutual fund holder of CBIZ shares?

American Funds SMALLCAP World A is the top mutual fund holder of CBIZ shares, with 6.42% of its total shares outstanding invested in 3.49M CBIZ shares.

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