CBIZ Ownership | Who Owns CBIZ?
CBIZ Ownership Summary
CBIZ is owned by 69.62% institutional investors, 10.02% insiders, and 20.36% 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 | 69.62% | 10.02% | 20.36% |
| Sector | Industrials Stocks | 51.27% | 12.89% | 35.85% |
| Industry | Business Services Stocks | 56.19% | 13.82% | 29.99% |
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 |
| Bloombergsen | 1.12M | 4.92% | $80.27M |
| Summit creek advisors | 304.08K | 3.27% | $24.88M |
| Ananym capital management, lp | 102.75K | 3.16% | $7.37M |
| Neumeier poma investment counsel | 438.98K | 2.93% | $31.48M |
| 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 |
| Bridge city capital | 83.70K | 1.68% | $6.00M |
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 |
| Mcelhenny sheffield capital management | 169.00K | 0.04% | 169.00K | $156.19K |
| Norges bank | 147.81K | 0.00% | 147.81K | $12.10M |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2024 | 269 | 3.86% | 44,808,005 | 1.85% | 89 | 1.16% | 114 | -6.56% | 111 | 20.65% |
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 |
| Vanguard Small Cap Index | 1.26M | 2.33% | -7.18K |
| iShares Russell 2000 ETF | 1.23M | 2.28% | -23.41K |
| Calvert US Small-Cap Strategy | 1.01M | 1.88% | - |
| Calvert Small-Cap A | 1.01M | 1.88% | - |
| Premier Miton US Opportunities B Acc | 800.00K | 1.48% | - |
| Vanguard Small Cap Growth Index Inv | 705.59K | 1.31% | -2.68K |
| Handelsbanken Amerika Små Tema (A10 EUR) | 640.00K | 1.19% | 190.00K |
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
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