CBIZ Ownership | Who Owns CBIZ?
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
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | CBIZ | 88.47% | 5.04% | 6.49% |
Sector | Industrials Stocks | 62.79% | 10.41% | 26.80% |
Industry | Business Services Stocks | 57.58% | 11.20% | 31.22% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Vanguard group | 4.64M | 9.27% | $343.79M |
Capital research global investors | 3.82M | 7.63% | $282.88M |
Blackrock | 3.53M | 7.06% | $261.63M |
Morgan stanley | 2.95M | 5.89% | $218.38M |
Burgundy asset management | 2.22M | 4.44% | $164.50M |
Dimensional fund advisors lp | 1.61M | 3.22% | $119.56M |
Neuberger berman group | 1.19M | 2.38% | $88.12M |
State street | 1.12M | 2.24% | $83.01M |
Allspring global investments | 1.11M | 2.23% | $82.57M |
P2 capital partners | 1.10M | 2.21% | $81.81M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
P2 capital partners | 1.10M | 8.97% | $81.81M |
Bancreek capital management, lp | 100.58K | 5.82% | $7.45M |
Bloombergsen | 1.04M | 4.85% | $77.09M |
Neumeier poma investment counsel | 662.24K | 4.49% | $49.07M |
Laurus investment counsel | 56.60K | 2.37% | $5.74M |
Summit creek advisors | 216.77K | 2.20% | $16.06M |
Premier fund managers | 713.70K | 2.11% | $52.63M |
Cardinal capital management llc /ct | 97.20K | 1.97% | $7.20M |
Granite investment partners | 580.90K | 1.78% | $43.04M |
Burgundy asset management | 2.22M | 1.74% | $164.50M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Vanguard group | 4.64M | 0.01% | 934.39K |
Capital research global investors | 3.82M | 0.06% | 688.84K |
Jpmorgan chase | 655.91K | 0.00% | 459.96K |
Capital world investors | 823.32K | 0.01% | 306.26K |
Norges bank | 292.72K | 0.00% | 292.72K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Select equity group | - | - | -1.13M |
Morgan stanley | 2.95M | 0.02% | -418.94K |
Dimensional fund advisors lp | 1.61M | 0.03% | -403.97K |
William blair investment management | - | - | -329.56K |
Fil | - | - | -318.78K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Norges bank | 292.72K | 0.00% | 292.72K | $21.69M |
Edgestream partners | 84.94K | 0.30% | 84.94K | $6.29M |
Corebridge financial | 25.78K | 0.01% | 25.78K | $1.91M |
Mirae asset global etfs | 25.29K | 0.00% | 25.29K | $1.87M |
Twinbeech capital lp | 13.57K | 0.02% | 13.57K | $1.01M |
Sold Out
Holder | Change |
---|---|
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
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
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% |
Dec 31, 2023 | 259 | 6.15% | 43,993,953 | 1.62% | 88 | 1.17% | 122 | 7.02% | 92 | 10.84% |
Sep 30, 2023 | 244 | 4.72% | 43,292,742 | -2.14% | 86 | 1.11% | 114 | 10.68% | 83 | - |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
American Funds SMALLCAP World A | 4.01M | 7.99% | 76.54K |
Vanguard Total Stock Mkt Idx Inv | 1.49M | 2.98% | -8.61K |
iShares Russell 2000 ETF | 1.33M | 2.65% | -2.77K |
Vanguard Small Cap Index | 1.19M | 2.38% | 2.35K |
Calvert US Small-Cap Strategy | 1.01M | 2.01% | -74.21K |
Calvert Small-Cap A | 1.01M | 2.01% | - |
Premier Miton US Opportunities B Acc | 800.00K | 1.59% | 100.00K |
Vanguard Institutional Extnd Mkt Idx Tr | 749.09K | 1.49% | -5.70K |
American Funds IS® Global Small Cap 1 | 746.33K | 1.49% | 37.86K |
Vanguard Small Cap Growth Index Inv | 656.61K | 1.31% | -1.13K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Nov 24, 2023 | GROVE WARE H | C.F.O. | Sell | $5.81K |
Nov 22, 2023 | GROVE WARE H | C.F.O. | Sell | $397.15K |
Nov 06, 2023 | GROVE WARE H | C.F.O. | Sell | $824.82K |
Nov 07, 2023 | GROVE WARE H | C.F.O. | Sell | $64.01K |
Nov 03, 2023 | GROVE WARE H | C.F.O. | Sell | $215.91K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q1 | - | - |
2023 Q4 | - | 5 |
2023 Q3 | - | 2 |
2023 Q2 | - | 7 |
2023 Q1 | - | 5 |
CBZ Ownership FAQ
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