CBIZ Ownership | Who Owns CBIZ?

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CBIZ Ownership Summary

CBIZ is owned by 41.57% institutional investors, 5.02% insiders, and 53.41% 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 8.00% of its assets in CBIZ shares.

CBZ Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	CBIZ	41.57%	5.02%	53.41%
Sector	Industrials Stocks	51.44%	11.38%	37.18%
Industry	Business Services Stocks	75.76%	13.03%	11.20%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	4.72M	9.41%	$385.95M
Blackrock funding, inc. /de	3.69M	7.37%	$302.31M
Blackrock	3.53M	7.06%	$261.63M
Capital research global investors	3.53M	7.03%	$288.56M
Morgan stanley	2.95M	5.89%	$218.38M
Burgundy asset management	2.22M	4.44%	$164.50M
P2 capital partners	1.81M	3.61%	$148.03M
Dimensional fund advisors lp	1.49M	2.97%	$121.88M
State street	1.16M	2.32%	$95.32M
Capital world investors	1.13M	2.26%	$92.84M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
P2 capital partners	1.81M	25.14%	$148.03M
Bancreek capital management, lp	91.73K	7.32%	$7.51M
Bloombergsen	1.04M	5.18%	$85.13M
Neumeier poma investment counsel	456.06K	3.62%	$37.32M
Summit creek advisors	304.08K	3.27%	$24.88M
Premier fund managers	813.70K	2.37%	$66.43M
Granite investment partners	561.25K	1.99%	$45.93M
Sg capital management	251.04K	1.99%	$20.54M
Cardinal capital management llc /ct	97.20K	1.97%	$7.20M
Bridge city capital	84.48K	1.84%	$6.91M

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	1.13M	0.01%	309.79K
Waters parkerson	285.75K	1.23%	285.75K

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
Capital research global investors	3.53M	0.06%	-405.69K
William blair investment management	-	-	-329.56K

New Positions

Holder	Shares	% Assets	Change	Value
Wellington management group llp	401.55K	0.01%	401.55K	$32.86M
Waters parkerson	285.75K	1.23%	285.75K	$23.38M
Sg capital management	251.04K	1.99%	251.04K	$20.54M
Norges bank	147.81K	0.00%	147.81K	$12.10M
Proficio capital partners	46.73K	0.00%	46.73K	$46.73K

Sold Out

Holder	Change
Tfo-tdc	-1.00
Global retirement partners	-3.00
Claris advisors, llc / mo /	-3.00
Bokf, na	-5.00
Riggs asset managment	-6.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Dec 31, 2023	259	6.15%	43,993,953	1.62%	88	1.17%	122	7.02%	92	10.84%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
American Funds SMALLCAP World A	4.01M	8.00%	5.95K
Vanguard Total Stock Mkt Idx Inv	1.49M	2.98%	4.12K
iShares Russell 2000 ETF	1.25M	2.48%	-24.35K
Vanguard Small Cap Index	1.22M	2.42%	2.16K
Calvert US Small-Cap Strategy	1.03M	2.06%	22.25K
Calvert Small-Cap A	1.03M	2.06%	-
T. Rowe Price Integrated US SmCapGrEq	965.50K	1.92%	402.65K
Premier Miton US Opportunities B Acc	800.00K	1.59%	-
Vanguard Institutional Extnd Mkt Idx Tr	757.89K	1.51%	201.00
Vanguard Small Cap Growth Index Inv	687.82K	1.37%	-1.00K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Mar 06, 2025	WILEY BENAREE PRATT	-	Sell	$468.21K
Dec 10, 2024	GROVE WARE H	C.F.O.	Sell	$644.16K
Dec 09, 2024	YOUNG RODNEY A	-	Buy	$77.56K
Nov 22, 2023	GROVE WARE H	C.F.O.	Sell	$397.15K
Nov 24, 2023	GROVE WARE H	C.F.O.	Sell	$5.81K

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	-	-
2024 Q4	1	1
2024 Q2	-	-
2024 Q1	-	-
2023 Q4	-	5

CBZ Ownership FAQ

Who Owns CBIZ?

CBIZ shareholders are primarily institutional investors at 41.57%, followed by 5.02% insiders and 53.41% retail investors. The average institutional ownership in CBIZ's industry, Business Services Stocks, is 75.76%, which CBIZ falls below.

Who owns the most shares of CBIZ?

CBIZ’s largest shareholders are Vanguard group (4.72M shares, 9.41%), Blackrock funding, inc. /de (3.69M shares, 7.37%), and Blackrock (3.53M shares, 7.06%). Together, they hold 23.83% 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 25.14% of its assets in 1.81M CBIZ shares, valued at 148.03M$.

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 8.00% of its total shares outstanding invested in 4.01M CBIZ shares.

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