CBIZ Ownership | Who Owns CBIZ?

Overview RevenueFinancials Chart Transcripts

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	62.82%	10.55%	26.63%
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
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
Nov 07, 2023	GROVE WARE H	C.F.O.	Sell	$64.01K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	1	1
2024 Q2	-	-
2024 Q1	-	-
2023 Q4	-	5
2023 Q3	-	2

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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