CBIZ Ownership | Who Owns CBIZ?


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CBIZ Ownership Summary


CBIZ is owned by 88.47% institutional investors, 5.04% insiders, and 6.49% retail investors. Vanguard group is the largest institutional shareholder, holding 9.27% of CBZ shares. American Funds SMALLCAP World A is the top mutual fund, with 7.99% of its assets in CBIZ shares.

CBZ Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockCBIZ88.47%5.04%6.49%
SectorIndustrials Stocks 62.79%10.41%26.80%
IndustryBusiness Services Stocks57.58%11.20%31.22%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group4.64M9.27%$343.79M
Capital research global investors3.82M7.63%$282.88M
Blackrock3.53M7.06%$261.63M
Morgan stanley2.95M5.89%$218.38M
Burgundy asset management2.22M4.44%$164.50M
Dimensional fund advisors lp1.61M3.22%$119.56M
Neuberger berman group1.19M2.38%$88.12M
State street1.12M2.24%$83.01M
Allspring global investments1.11M2.23%$82.57M
P2 capital partners1.10M2.21%$81.81M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
P2 capital partners1.10M8.97%$81.81M
Bancreek capital management, lp100.58K5.82%$7.45M
Bloombergsen1.04M4.85%$77.09M
Neumeier poma investment counsel662.24K4.49%$49.07M
Laurus investment counsel56.60K2.37%$5.74M
Summit creek advisors216.77K2.20%$16.06M
Premier fund managers713.70K2.11%$52.63M
Cardinal capital management llc /ct97.20K1.97%$7.20M
Granite investment partners580.90K1.78%$43.04M
Burgundy asset management2.22M1.74%$164.50M

Top Buyers

HolderShares% AssetsChange
Vanguard group4.64M0.01%934.39K
Capital research global investors3.82M0.06%688.84K
Jpmorgan chase655.91K0.00%459.96K
Capital world investors823.32K0.01%306.26K
Norges bank292.72K0.00%292.72K

Top Sellers

HolderShares% AssetsChange
Select equity group---1.13M
Morgan stanley2.95M0.02%-418.94K
Dimensional fund advisors lp1.61M0.03%-403.97K
William blair investment management---329.56K
Fil---318.78K

New Positions

HolderShares% AssetsChangeValue
Norges bank292.72K0.00%292.72K$21.69M
Edgestream partners84.94K0.30%84.94K$6.29M
Corebridge financial25.78K0.01%25.78K$1.91M
Mirae asset global etfs25.29K0.00%25.29K$1.87M
Twinbeech capital lp13.57K0.02%13.57K$1.01M

Sold Out

HolderChange
Tfo-tdc-1.00
Global retirement partners-3.00
Riggs asset managment-6.00
Innealta capital-18.00
Northwestern mutual wealth management-21.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 20242791.09%44,364,298-2.65%881.07%14818.40%70-23.91%
Jun 30, 20242731.49%45,554,5661.67%911.14%1259.65%90-18.92%
Mar 31, 20242693.86%44,808,0051.85%891.16%114-6.56%11120.65%
Dec 31, 20232596.15%43,993,9531.62%881.17%1227.02%9210.84%
Sep 30, 20232444.72%43,292,742-2.14%861.11%11410.68%83-

Top Mutual Funds Shareholders


HolderShares% HoldingChange
American Funds SMALLCAP World A4.01M7.99%76.54K
Vanguard Total Stock Mkt Idx Inv1.49M2.98%-8.61K
iShares Russell 2000 ETF1.33M2.65%-2.77K
Vanguard Small Cap Index1.19M2.38%2.35K
Calvert US Small-Cap Strategy1.01M2.01%-74.21K
Calvert Small-Cap A1.01M2.01%-
Premier Miton US Opportunities B Acc800.00K1.59%100.00K
Vanguard Institutional Extnd Mkt Idx Tr749.09K1.49%-5.70K
American Funds IS® Global Small Cap 1746.33K1.49%37.86K
Vanguard Small Cap Growth Index Inv656.61K1.31%-1.13K

Recent Insider Transactions


DateNameRoleActivityValue
Nov 24, 2023GROVE WARE H C.F.O.Sell$5.81K
Nov 22, 2023GROVE WARE H C.F.O.Sell$397.15K
Nov 06, 2023GROVE WARE H C.F.O.Sell$824.82K
Nov 07, 2023GROVE WARE H C.F.O.Sell$64.01K
Nov 03, 2023GROVE WARE H C.F.O.Sell$215.91K

Insider Transactions Trends


DateBuySell
2024 Q1--
2023 Q4-5
2023 Q3-2
2023 Q2-7
2023 Q1-5

CBZ Ownership FAQ


Who Owns CBIZ?

CBIZ shareholders are primarily institutional investors at 88.47%, followed by 5.04% insiders and 6.49% retail investors. The average institutional ownership in CBIZ's industry, Business Services Stocks, is 57.58%, which CBIZ exceeds.

Who owns the most shares of CBIZ?

CBIZ’s largest shareholders are Vanguard group (4.64M shares, 9.27%), Capital research global investors (3.82M shares, 7.63%), and Blackrock (3.53M shares, 7.06%). Together, they hold 23.95% 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 8.97% of its assets in 1.1M CBIZ shares, valued at 81.81M$.

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 7.99% of its total shares outstanding invested in 4.01M CBIZ shares.

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