CBIZ Ownership 2024 | Who Owns CBIZ Now?
Institutional Ownership
18.76%
Insider Ownership
5.04%
Retail Ownership
76.20%
Institutional Holders
122.00
CBIZ Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 9.27% | 0.01% | 4,639,484 | 934,394 | 25.22% | 343,785,765 | Jun 30, 2024 |
| CAPITAL RESEARCH GLOBAL INVESTORS | 7.63% | 0.06% | 3,817,579 | 688,841 | 22.02% | 282,882,604 | Jun 30, 2024 |
| BLACKROCK INC. | 7.06% | 0.01% | 3,530,704 | 85,604 | 2.48% | 261,625,166 | Jun 30, 2024 |
| MORGAN STANLEY | 5.89% | 0.02% | 2,947,122 | -418,942 | -12.45% | 218,381,866 | Jun 30, 2024 |
| BURGUNDY ASSET MANAGEMENT LTD. | 4.44% | 1.74% | 2,220,013 | 40,215 | 1.84% | 164,502,963 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 3.22% | 0.03% | 1,613,501 | -403,971 | -20.02% | 119,559,993 | Jun 30, 2024 |
| NEUBERGER BERMAN GROUP LLC | 2.38% | 0.07% | 1,189,190 | 4,581 | 0.39% | 88,118,979 | Jun 30, 2024 |
| SELECT EQUITY GROUP, L.P. | 2.26% | 0.33% | 1,130,568 | -131,103 | -10.39% | 83,775,089 | Jun 30, 2024 |
| STATE STREET CORP | 2.24% | 0.00% | 1,120,293 | 45,288 | 4.21% | 83,013,711,000 | Jun 30, 2024 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 2.23% | 0.13% | 1,114,365 | -61,333 | -5.22% | 82,574,445 | Jun 30, 2024 |
| P2 CAPITAL PARTNERS, LLC | 2.21% | 8.97% | 1,104,008 | -295,003 | -21.09% | 81,806,993 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.19% | 0.01% | 1,097,459 | 41,298 | 3.91% | 81,338,510 | Jun 30, 2024 |
| BLOOMBERGSEN INC. | 2.08% | 4.85% | 1,040,332 | -27,444 | -2.57% | 77,088,601 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 1.84% | 0.01% | 921,541 | -2,978 | -0.32% | 68,286,188,000 | Jun 30, 2024 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 1.75% | 0.45% | 877,980 | -62,553 | -6.65% | 65,058,350 | Jun 30, 2024 |
| GW&K INVESTMENT MANAGEMENT, LLC | 1.68% | 0.57% | 839,729 | -35,535 | -4.06% | 62,224,000 | Jun 30, 2024 |
| CAPITAL WORLD INVESTORS | 1.65% | 0.01% | 823,322 | 306,258 | 59.23% | 61,008,160 | Jun 30, 2024 |
| MAWER INVESTMENT MANAGEMENT LTD. | 1.58% | 0.28% | 791,562 | -238,366 | -23.14% | 58,654,744 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1.55% | 0.01% | 777,569 | -50,630 | -6.11% | 57,619,000 | Jun 30, 2024 |
| PREMIER FUND MANAGERS LTD | 1.43% | 2.11% | 713,698 | - | - | 52,625,000 | Jun 30, 2024 |
CBIZ's largest institutional shareholder is VANGUARD GROUP INC, holding 9.27% of the company's total share outstanding, currently valued at $343.79M. The top 10 institutional shareholders own together 46.60% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| P2 CAPITAL PARTNERS, LLC | 2.21% | 8.97% | 1,104,008 | -295,003 | -21.09% | 81,806,993 | Jun 30, 2024 |
| BANCREEK CAPITAL MANAGEMENT, LP | 0.20% | 5.82% | 100,583 | 30,604 | 43.73% | 7,453,200 | Jun 30, 2024 |
| BLOOMBERGSEN INC. | 2.08% | 4.85% | 1,040,332 | -27,444 | -2.57% | 77,088,601 | Jun 30, 2024 |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | 1.32% | 4.49% | 662,240 | -24,875 | -3.62% | 49,071,984 | Jun 30, 2024 |
| LAURUS INVESTMENT COUNSEL INC. | 0.11% | 2.37% | 56,600 | - | - | 5,741,333 | Jun 30, 2024 |
| SUMMIT CREEK ADVISORS LLC | 0.43% | 2.20% | 216,768 | 110,153 | 103.32% | 16,062,509 | Jun 30, 2024 |
| PREMIER FUND MANAGERS LTD | 1.43% | 2.11% | 713,698 | - | - | 52,625,000 | Jun 30, 2024 |
| PARADICE INVESTMENT MANAGEMENT LLC | 0.32% | 2.10% | 160,227 | - | - | 11,872,821 | Jun 30, 2024 |
| CARDINAL CAPITAL MANAGEMENT LLC /CT | 0.19% | 1.97% | 97,203 | -235,397 | -70.77% | 7,202,742 | Jun 30, 2024 |
| GRANITE INVESTMENT PARTNERS, LLC | 1.16% | 1.78% | 580,902 | -74,627 | -11.38% | 43,044,838 | Jun 30, 2024 |
| BURGUNDY ASSET MANAGEMENT LTD. | 4.44% | 1.74% | 2,220,013 | 40,215 | 1.84% | 164,502,963 | Jun 30, 2024 |
| MILLINGTON FINANCIAL ADVISORS, LLC | 0.06% | 1.51% | 29,328 | 391 | 1.35% | 2,173,205 | Jun 30, 2024 |
| BRIDGE CITY CAPITAL, LLC | 0.11% | 1.42% | 56,958 | 11,177 | 24.41% | 4,220,588 | Jun 30, 2024 |
| MANATUCK HILL PARTNERS, LLC | 0.07% | 1.10% | 35,800 | - | - | 2,652,780 | Jun 30, 2024 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 0.12% | 1.06% | 57,645 | - | - | 4,271,495 | Jun 30, 2024 |
| CHASE INVESTMENT COUNSEL CORP | 0.07% | 0.80% | 33,103 | 1,236 | 3.88% | 2,297,000 | Jun 30, 2024 |
| FENIMORE ASSET MANAGEMENT INC | 0.90% | 0.73% | 448,536 | -78,253 | -14.85% | 33,236,518 | Jun 30, 2024 |
| CHATHAM CAPITAL GROUP, INC. | 0.10% | 0.67% | 51,437 | -20 | -0.04% | 3,811,482 | Jun 30, 2024 |
| KENSINGTON INVESTMENT COUNSEL, LLC | 0.04% | 0.64% | 19,412 | 205 | 1.07% | 1,438,429 | Jun 30, 2024 |
| CHICAGO WEALTH MANAGEMENT, INC. | 0.03% | 0.60% | 14,000 | - | - | 1,037,400 | Jun 30, 2024 |
The largest CBIZ shareholder by % of total assets is P2 CAPITAL PARTNERS, LLC. The company owns 1.10M shares of CBIZ (CBZ), representing 8.97% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 9.27% | 0.01% | 4,639,484 | 934,394 | 25.22% | 343,785,765 | Jun 30, 2024 |
| CAPITAL RESEARCH GLOBAL INVESTORS | 7.63% | 0.06% | 3,817,579 | 688,841 | 22.02% | 282,882,604 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 1.31% | 0.00% | 655,909 | 459,957 | 234.73% | 48,602,857 | Jun 30, 2024 |
| CAPITAL WORLD INVESTORS | 1.65% | 0.01% | 823,322 | 306,258 | 59.23% | 61,008,160 | Jun 30, 2024 |
| NORGES BANK | 0.58% | 0.00% | 292,720 | 292,720 | 100.00% | 21,690,552 | Jun 30, 2024 |
| WCM INVESTMENT MANAGEMENT, LLC | 0.40% | 0.04% | 202,136 | 202,136 | 100.00% | 14,903,487 | Jun 30, 2024 |
| BLAIR WILLIAM & CO/IL | 0.61% | 0.07% | 305,016 | 174,825 | 134.28% | 22,601,686 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.33% | 0.02% | 163,744 | 142,421 | 667.92% | 12,133,431 | Jun 30, 2024 |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.23% | 0.02% | 115,325 | 115,325 | 100.00% | 8,545,583 | Jun 30, 2024 |
| SUMMIT CREEK ADVISORS LLC | 0.43% | 2.20% | 216,768 | 110,153 | 103.32% | 16,062,509 | Jun 30, 2024 |
| BLACKROCK INC. | 7.06% | 0.01% | 3,530,704 | 85,604 | 2.48% | 261,625,166 | Jun 30, 2024 |
| EDGESTREAM PARTNERS, L.P. | 0.17% | 0.30% | 84,936 | 84,936 | 100.00% | 6,293,758 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.26% | 0.00% | 128,941 | 57,771 | 81.17% | 9,554,528 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.21% | 0.02% | 107,338 | 56,013 | 109.13% | 7,953,746 | Jun 30, 2024 |
| ARTEMIS INVESTMENT MANAGEMENT LLP | 0.54% | 0.27% | 270,780 | 52,249 | 23.91% | 20,064,798 | Jun 30, 2024 |
| STATE STREET CORP | 2.24% | 0.00% | 1,120,293 | 45,288 | 4.21% | 83,013,711,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.19% | 0.01% | 1,097,459 | 41,298 | 3.91% | 81,338,510 | Jun 30, 2024 |
| ENVESTNET ASSET MANAGEMENT INC | 0.17% | 0.00% | 83,263 | 41,257 | 98.22% | 6,169,788 | Jun 30, 2024 |
| BURGUNDY ASSET MANAGEMENT LTD. | 4.44% | 1.74% | 2,220,013 | 40,215 | 1.84% | 164,502,963 | Jun 30, 2024 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 0.68% | 0.11% | 340,124 | 37,028 | 12.22% | 25,203,000 | Jun 30, 2024 |
As of Jun 30 2024, CBIZ's largest institutional buyer is VANGUARD GROUP INC. The company purchased 934.39K stocks of CBZ, valued at $343.79M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 5.89% | 0.02% | 2,947,122 | -418,942 | -12.45% | 218,381,866 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 3.22% | 0.03% | 1,613,501 | -403,971 | -20.02% | 119,559,993 | Jun 30, 2024 |
| FIL LTD | 0.64% | 0.02% | 318,776 | -359,000 | -52.97% | 23,621,302 | Jun 30, 2024 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | - | - | - | -329,557 | -100.00% | - | Jun 30, 2024 |
| P2 CAPITAL PARTNERS, LLC | 2.21% | 8.97% | 1,104,008 | -295,003 | -21.09% | 81,806,993 | Jun 30, 2024 |
| MAWER INVESTMENT MANAGEMENT LTD. | 1.58% | 0.28% | 791,562 | -238,366 | -23.14% | 58,654,744 | Jun 30, 2024 |
| CARDINAL CAPITAL MANAGEMENT LLC /CT | 0.19% | 1.97% | 97,203 | -235,397 | -70.77% | 7,202,742 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.72% | 0.00% | 358,846 | -194,299 | -35.13% | 26,590,489 | Jun 30, 2024 |
| SELECT EQUITY GROUP, L.P. | 2.26% | 0.33% | 1,130,568 | -131,103 | -10.39% | 83,775,089 | Jun 30, 2024 |
| FENIMORE ASSET MANAGEMENT INC | 0.90% | 0.73% | 448,536 | -78,253 | -14.85% | 33,236,518 | Jun 30, 2024 |
| GRANITE INVESTMENT PARTNERS, LLC | 1.16% | 1.78% | 580,902 | -74,627 | -11.38% | 43,044,838 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.34% | 0.00% | 168,685 | -67,834 | -28.68% | 12,499,558 | Jun 30, 2024 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 1.75% | 0.45% | 877,980 | -62,553 | -6.65% | 65,058,350 | Jun 30, 2024 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 2.23% | 0.13% | 1,114,365 | -61,333 | -5.22% | 82,574,445 | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | - | - | - | -51,843 | -100.00% | - | Jun 30, 2024 |
| MACQUARIE GROUP LTD | 1.03% | 0.04% | 516,698 | -51,347 | -9.04% | 38,287,008 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1.55% | 0.01% | 777,569 | -50,630 | -6.11% | 57,619,000 | Jun 30, 2024 |
| UBS GROUP AG | 0.12% | 0.00% | 57,632 | -43,027 | -42.75% | 4,270,531 | Jun 30, 2024 |
| GW&K INVESTMENT MANAGEMENT, LLC | 1.68% | 0.57% | 839,729 | -35,535 | -4.06% | 62,224,000 | Jun 30, 2024 |
| ARROWMARK COLORADO HOLDINGS LLC | 0.44% | 0.19% | 219,893 | -28,994 | -11.65% | 16,294,071 | Jun 30, 2024 |
As of Jun 30 2024, CBIZ's biggest institutional seller is MORGAN STANLEY. The company sold -0.42M shares of CBZ, valued at $218.38M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 0.58% | 0.00% | 292,720 | 292,720 | 100.00% | 21,690,552 | Jun 30, 2024 |
| WCM INVESTMENT MANAGEMENT, LLC | 0.40% | 0.04% | 202,136 | 202,136 | 100.00% | 14,903,487 | Jun 30, 2024 |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.23% | 0.02% | 115,325 | 115,325 | 100.00% | 8,545,583 | Jun 30, 2024 |
| EDGESTREAM PARTNERS, L.P. | 0.17% | 0.30% | 84,936 | 84,936 | 100.00% | 6,293,758 | Jun 30, 2024 |
| B. METZLER SEEL. SOHN & CO. AG | 0.06% | 0.02% | 31,199 | 31,199 | 100.00% | 2,311,846 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.01% | 25,784 | 25,784 | 100.00% | 1,910,594 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 25,292 | 25,292 | 100.00% | 1,873,810 | Jun 30, 2024 |
| TWINBEECH CAPITAL LP | 0.03% | 0.02% | 13,566 | 13,566 | 100.00% | 1,005,241 | Jun 30, 2024 |
| MAN GROUP PLC | 0.02% | 0.00% | 11,616 | 11,616 | 100.00% | 860,746 | Jun 30, 2024 |
| HARVEST INVESTMENT SERVICES, LLC | 0.01% | 0.19% | 6,498 | 6,498 | 100.00% | 481,502 | Jun 30, 2024 |
| FIRST FINANCIAL BANKSHARES INC | 0.01% | 0.01% | 5,846 | 5,846 | 100.00% | 433,189 | Jun 30, 2024 |
| AVANTAX PLANNING PARTNERS, INC. | 0.01% | 0.01% | 5,000 | 5,000 | 100.00% | 370,500 | Jun 30, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 0.01% | 0.02% | 3,862 | 3,862 | 100.00% | 286,174 | Jun 30, 2024 |
| QUANTBOT TECHNOLOGIES LP | 0.01% | 0.01% | 3,662 | 3,662 | 100.00% | 271,354 | Jun 30, 2024 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 0.01% | 0.02% | 3,342 | 3,342 | 100.00% | 247,000 | Jun 30, 2024 |
| 0.01% | 0.23% | 3,317 | 3,317 | 100.00% | 245,759 | Jun 30, 2024 | |
| NEBULA RESEARCH & DEVELOPMENT LLC | 0.01% | 0.03% | 2,862 | 2,862 | 100.00% | 212,074 | Jun 30, 2024 |
| ENGINEERS GATE MANAGER LP | 0.01% | 0.00% | 2,843 | 2,843 | 100.00% | 210,666 | Jun 30, 2024 |
| MERCER GLOBAL ADVISORS INC /ADV | 0.01% | 0.00% | 2,738 | 2,738 | 100.00% | 202,886 | Jun 30, 2024 |
| RIDGEWOOD INVESTMENTS LLC | 0.00% | 0.07% | 1,850 | 1,850 | 100.00% | 137,085 | Jun 30, 2024 |
| PICTON MAHONEY ASSET MANAGEMENT | 0.00% | 0.00% | 1,095 | 1,095 | 100.00% | 82,000 | Jun 30, 2024 |
| BANK JULIUS BAER & CO. LTD, ZURICH | 0.00% | 0.00% | 882 | 882 | 100.00% | 72,765 | Jun 30, 2024 |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 0.00% | 0.00% | 203 | 203 | 100.00% | 15,042 | Jun 30, 2024 |
| JONES FINANCIAL COMPANIES LLLP | 0.00% | - | 180 | 180 | 100.00% | 13,338 | Jun 30, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | 0.00% | 152 | 152 | 100.00% | 11,206 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | - | 0.00% | 18 | 18 | 100.00% | 1,334 | Jun 30, 2024 |
| J.SAFRA ASSET MANAGEMENT CORP | - | 0.00% | 16 | 16 | 100.00% | 1,186 | Jun 30, 2024 |
CBIZ's largest new institutional shareholder by number of shares is NORGES BANK, purchased 292.72K shares, valued at $21.69M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | - | - | - | -329,557 | -100.00% | - | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | - | - | - | -51,843 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -23,638 | -100.00% | - | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -21,901 | -100.00% | - | Jun 30, 2024 |
| JUMP FINANCIAL, LLC | - | - | - | -17,265 | -100.00% | - | Jun 30, 2024 |
| AQUATIC CAPITAL MANAGEMENT LLC | - | - | - | -9,700 | -100.00% | - | Jun 30, 2024 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | - | - | - | -4,569 | -100.00% | - | Jun 30, 2024 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | - | - | - | -4,520 | -100.00% | - | Jun 30, 2024 |
| ARISTIDES CAPITAL LLC | - | - | - | -3,793 | -100.00% | - | Jun 30, 2024 |
| WELCH & FORBES LLC | - | - | - | -3,383 | -100.00% | - | Jun 30, 2024 |
| XTX TOPCO LTD | - | - | - | -3,316 | -100.00% | - | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | - | - | - | -2,675 | -100.00% | - | Jun 30, 2024 |
| SOUND VIEW WEALTH ADVISORS GROUP, LLC | - | - | - | -2,550 | -100.00% | - | Jun 30, 2024 |
| SEVEN EIGHT CAPITAL, LP | - | - | - | -2,549 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -2,517 | -100.00% | - | Jun 30, 2024 |
| NVERSES CAPITAL, LLC | - | - | - | -2,200 | -100.00% | - | Jun 30, 2024 |
| WHITTIER TRUST CO | - | - | - | -693 | -100.00% | - | Jun 30, 2024 |
| CREWE ADVISORS LLC | - | - | - | -77 | -100.00% | - | Jun 30, 2024 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | - | - | - | -55 | -100.00% | - | Jun 30, 2024 |
| RIGGS ASSET MANAGMENT CO. INC. | - | - | - | -6 | -100.00% | - | Jun 30, 2024 |
| TFO-TDC, LLC | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
CBIZ's largest sold out institutional shareholder by shares sold is WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC, sold -0.33M shares, valued at -, as of undefined.
CBIZ Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| TAX MANAGED SMALL CAP PORTFOLIO | 1.66% | 87,378 | -15,133 | -14.76% | Jan 31, 2024 |
| FENIMORE ASSET MANAGEMENT TRUST | 0.33% | 415,227 | - | - | Dec 31, 2023 |
| Monteagle Funds | 0.20% | 8,100 | - | - | Feb 29, 2024 |
| T. Rowe Price Quantitative Management Funds, Inc. | 0.19% | 611,700 | - | - | Mar 31, 2024 |
| ROYCE VALUE TRUST, INC. | 0.13% | 104,465 | 50,000 | 91.80% | Mar 31, 2024 |
| CALVERT IMPACT FUND INC | 0.11% | 1,301,923 | -141,942 | -9.83% | Mar 31, 2024 |
| Vericimetry Funds | 0.10% | 8,785 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.06% | 33,320 | - | - | Mar 31, 2024 |
| NEUBERGER BERMAN EQUITY FUNDS | 0.06% | 624,147 | 115,296 | 22.66% | Feb 29, 2024 |
| SMALLCAP WORLD FUND INC | 0.04% | 3,074,590 | 2,414,013 | 365.44% | Mar 31, 2024 |
| EATON VANCE SPECIAL INVESTMENT TRUST | 0.04% | 67,242 | -2,137 | -3.08% | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENT TRUST | 0.03% | 100,000 | - | - | Mar 31, 2024 |
| PRUDENTIAL JENNISON BLEND FUND, INC. | 0.03% | 17,594 | - | - | Feb 29, 2024 |
| DELAWARE GROUP EQUITY FUNDS IV | 0.03% | 29,177 | -20,698 | -41.50% | Mar 28, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.02% | 65,038 | 3,026 | 4.88% | Jan 31, 2024 |
| ROYCE FUND | 0.01% | 95,716 | 50,000 | 109.37% | Mar 31, 2024 |
| Exchange Listed Funds Trust | 0.01% | 15,935 | 15,935 | - | Feb 29, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.01% | 84,064 | -3,267 | -3.74% | Mar 31, 2024 |
| LKCM Funds | 0.01% | 51,577 | 190 | 0.37% | Mar 31, 2024 |
| AMG Funds I | 0.01% | 27,348 | - | - | Jan 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 7,121 | -131 | -1.81% | Mar 31, 2024 |
| FRONTIER FUNDS, INC. | 0.01% | 4,400 | - | - | Mar 31, 2024 |
| Manager Directed Portfolios | 0.01% | 1,650 | - | - | Jan 31, 2024 |
| AMG Funds IV | 0.01% | 30,286 | - | - | Jan 31, 2024 |
| FIDELITY CAPITAL TRUST | 0.01% | 98,400 | - | - | Jan 31, 2024 |
| Humankind Benefit Corp | 0.01% | 174 | -14 | -7.45% | Dec 31, 2023 |
| VANGUARD INDEX FUNDS | 0.01% | 3,186,207 | 232,228 | 7.86% | Mar 31, 2024 |
| Federated Hermes MDT Series | 0.01% | 16,995 | - | - | Jan 31, 2024 |
| AMG FUNDS | 0.01% | 193,939 | -50,819 | -20.76% | Mar 28, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 1,147 | - | - | Mar 31, 2024 |
| 360 Funds | 0.01% | 1,058 | 267 | 33.75% | Feb 29, 2024 |
| BNY Mellon Strategic Funds, Inc. | 0.00% | 10,365 | -7,363 | -41.53% | Feb 29, 2024 |
| NUVEEN INVESTMENT FUNDS INC | 0.00% | 153,986 | - | - | Jan 31, 2024 |
| FIDELITY SECURITIES FUND | 0.00% | 414,300 | 15,600 | 3.91% | Jan 31, 2024 |
| Securian Funds Trust | 0.00% | 43,313 | -23,740 | -35.40% | Mar 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 157,398 | 1,552 | 1.00% | Jan 31, 2024 |
| Calvert Management Series | 0.00% | 33,876 | -1,896 | -5.30% | Mar 31, 2024 |
| VICTORY PORTFOLIOS | 0.00% | 92,249 | -318,351 | -77.53% | Mar 31, 2024 |
| IndexIQ ETF Trust | 0.00% | 6,617 | -417 | -5.93% | Jan 31, 2024 |
| DIMENSIONAL INVESTMENT GROUP INC | 0.00% | 39,049 | - | - | Jan 31, 2024 |
| GLENMEDE FUND INC | 0.00% | 23,780 | - | - | Jan 31, 2024 |
| Ivy Variable Insurance Portfolios | 0.00% | 59,576 | -34,154 | -36.44% | Mar 28, 2024 |
| Segall Bryant & Hamill Trust | 0.00% | 42,941 | 568 | 1.34% | Mar 31, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 9,483 | -3,817 | -28.70% | Mar 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 437,093 | 12,170 | 2.86% | Feb 29, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 1,899,940 | 87,634 | 4.84% | Jan 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 4,783 | -182 | -3.67% | Mar 31, 2024 |
| OLD WESTBURY FUNDS INC | 0.00% | 233,580 | -26,090 | -10.05% | Jan 31, 2024 |
| HOTCHKIS & WILEY FUNDS /DE/ | 0.00% | 19,800 | - | - | Mar 31, 2024 |
| Goldman Sachs ETF Trust II | 0.00% | 1,614 | - | - | Feb 29, 2024 |
| ALLSPRING FUNDS TRUST | 0.00% | 660,686 | -112,278 | -14.53% | Mar 31, 2024 |
| Virtus Investment Trust | 0.00% | 47,846 | - | - | Mar 28, 2024 |
| WILLIAM BLAIR FUNDS | 0.00% | 130,735 | -99,661 | -43.26% | Mar 31, 2024 |
| TIMOTHY PLAN | 0.00% | 6,150 | 828 | 15.56% | Mar 31, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 72,674 | -5,125 | -6.59% | Feb 29, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 3,003 | -596 | -16.56% | Mar 31, 2024 |
| IVY FUNDS | 0.00% | 365,174 | -262,519 | -41.82% | Mar 28, 2024 |
| Principal Exchange-Traded Funds | 0.00% | 13,011 | 2,272 | 21.16% | Mar 31, 2024 |
| Meeder Funds | 0.00% | 5,066 | - | - | Mar 31, 2024 |
| Columbia Funds Variable Series Trust II | 0.00% | 31,797 | -26,187 | -45.16% | Mar 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 29,187 | -2,291 | -7.28% | Mar 31, 2024 |
| STONE RIDGE TRUST | 0.00% | 20,224 | - | - | Jan 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 68,310 | 8,374 | 13.97% | Jan 31, 2024 |
| Dimensional ETF Trust | 0.00% | 361,279 | -33,635 | -8.52% | Jan 31, 2024 |
| SunAmerica Specialty Series | 0.00% | 420 | - | - | Apr 30, 2021 |
| JPMORGAN INSURANCE TRUST | 0.00% | 10,500 | - | - | Mar 31, 2023 |
| World Funds Trust | 0.00% | 9,469 | - | - | Jan 31, 2024 |
| PFM Multi-Manager Series Trust | 0.00% | 600 | - | - | Dec 31, 2023 |
| CALAMOS INVESTMENT TRUST/IL | 0.00% | 71,238 | -6,020 | -7.79% | Jan 31, 2024 |
| Innovator ETFs Trust | 0.00% | 2,799 | - | - | Jan 31, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 11,788 | 447 | 3.94% | Jan 31, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 358,658 | 10,111 | 2.90% | Feb 29, 2024 |
| RBB FUND, INC. | 0.00% | 57,574 | -47,946 | -45.44% | Feb 29, 2024 |
| VALIC Co II | 0.00% | 19,400 | - | - | Feb 28, 2021 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 11,429 | -916 | -7.42% | Mar 31, 2024 |
| Global X Funds | 0.00% | 22,158 | - | - | Jan 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 15,591 | -3,713 | -19.23% | Mar 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 2,253 | -124 | -5.22% | Mar 31, 2024 |
| NEW COVENANT FUNDS | 0.00% | 1,805 | - | - | Dec 31, 2023 |
| Janus Detroit Street Trust | 0.00% | 58,047 | 8,051 | 16.10% | Jan 31, 2024 |
| BMO FUNDS, INC. | 0.00% | 17,301 | 158 | 0.92% | Aug 31, 2020 |
| ADVISORS SERIES TRUST | 0.00% | 17,001 | -910 | -5.08% | Mar 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 39,737 | 8 | 0.02% | Feb 29, 2024 |
| SA FUNDS INVESTMENT TRUST | 0.00% | 5,331 | - | - | Mar 31, 2024 |
| Lattice Strategies Trust | 0.00% | 491 | - | - | Mar 31, 2024 |
| MAINSTAY VP FUNDS TRUST | 0.00% | 39,326 | -1,437 | -3.53% | Mar 31, 2024 |
| Invesco Exchange-Traded Fund Trust II | 0.00% | 96,662 | 22,310 | 30.01% | Feb 29, 2024 |
| Ultimus Managers Trust | 0.00% | 3,475 | - | - | Feb 29, 2024 |
| NORTHERN FUNDS | 0.00% | 42,557 | -336 | -0.78% | Mar 28, 2024 |
| Dunham Funds | 0.00% | 19,240 | - | - | Jan 31, 2024 |
| DFA INVESTMENT TRUST CO | 0.00% | 39,049 | - | - | Jan 31, 2024 |
| RBC FUNDS TRUST | 0.00% | 30,976 | -4,200 | -11.94% | Mar 28, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 16,939 | -800 | -4.51% | Mar 31, 2024 |
| ADVISORS' INNER CIRCLE FUND | 0.00% | 6,229 | -1,317 | -17.45% | Jan 31, 2024 |
| PUTNAM ASSET ALLOCATION FUNDS | 0.00% | 7,990 | - | - | Mar 31, 2024 |
| Fidelity Rutland Square Trust II | 0.00% | 296,484 | -135,466 | -31.36% | Feb 29, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 2,880 | 191 | 7.10% | Mar 31, 2024 |
| VANGUARD WORLD FUND | 0.00% | 57,038 | 2,844 | 5.25% | Feb 29, 2024 |
| CLEARWATER INVESTMENT TRUST | 0.00% | 2,174 | -25,404 | -92.12% | Mar 28, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 27,773 | -3,103 | -10.05% | Mar 31, 2024 |
CBIZ's largest mutual fund holder by % of total assets is "TAX MANAGED SMALL CAP PORTFOLIO", owning 87.38K shares, compromising 1.66% of its total assets.
CBIZ Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 122 | -54.65% |
| 31 Mar, 24 | 269 | 3.86% |
| 31 Dec, 23 | 259 | 6.15% |
| 30 Sep, 23 | 244 | 5.17% |
| 30 Jun, 23 | 232 | 1.75% |
| 31 Mar, 23 | 228 | -0.44% |
| 31 Dec, 22 | 229 | 13.93% |
| 30 Sep, 22 | 201 | 9.84% |
| 30 Jun, 22 | 183 | 7.65% |
| 31 Mar, 22 | 170 | 0.59% |
| 31 Dec, 21 | 169 | 6.96% |
| 30 Sep, 21 | 158 | -5.39% |
| 30 Jun, 21 | 167 | 0.60% |
| 31 Mar, 21 | 166 | 0.61% |
| 31 Dec, 20 | 165 | 4.43% |
| 30 Sep, 20 | 158 | 3.95% |
| 30 Jun, 20 | 152 | 2.01% |
| 31 Mar, 20 | 149 | -5.70% |
| 31 Dec, 19 | 158 | 12.86% |
| 30 Sep, 19 | 140 | 2.19% |
| 30 Jun, 19 | 137 | -3.52% |
| 31 Mar, 19 | 142 | -0.70% |
| 31 Dec, 18 | 143 | -4.67% |
| 30 Sep, 18 | 150 | 6.38% |
| 30 Jun, 18 | 141 | 6.82% |
| 31 Mar, 18 | 132 | -4.35% |
| 31 Dec, 17 | 138 | 10.40% |
| 30 Sep, 17 | 125 | -2.34% |
| 30 Jun, 17 | 128 | 8.47% |
| 31 Mar, 17 | 118 | -2.48% |
| 31 Dec, 16 | 121 | -6.20% |
| 30 Sep, 16 | 129 | 1.57% |
| 30 Jun, 16 | 127 | -5.22% |
| 31 Mar, 16 | 134 | 1.52% |
| 31 Dec, 15 | 132 | 7.32% |
| 30 Sep, 15 | 123 | 1.65% |
| 30 Jun, 15 | 121 | 4.31% |
| 31 Mar, 15 | 116 | 12.62% |
| 31 Dec, 14 | 103 | 0.98% |
| 30 Sep, 14 | 102 | -6.42% |
| 30 Jun, 14 | 109 | -8.40% |
| 31 Mar, 14 | 119 | 2.59% |
| 31 Dec, 13 | 116 | 14.85% |
| 30 Sep, 13 | 101 | -3.81% |
| 30 Jun, 13 | 105 | 114.29% |
| 31 Mar, 13 | 49 | 2.08% |
| 31 Dec, 12 | 48 | 6.67% |
| 30 Sep, 12 | 45 | -6.25% |
| 30 Jun, 12 | 48 | 11.63% |
| 31 Mar, 12 | 43 | 7.50% |
| 31 Dec, 11 | 40 | -4.76% |
| 30 Sep, 11 | 42 | - |
| 30 Jun, 11 | 42 | 10.53% |
| 31 Mar, 11 | 38 | 5.56% |
| 31 Dec, 10 | 36 | 5.88% |
| 30 Sep, 10 | 34 | 47.83% |
| 30 Jun, 10 | 23 | - |
| 31 Mar, 10 | 23 | -20.69% |
| 31 Dec, 09 | 29 | 3.57% |
| 30 Sep, 09 | 28 | - |
| 30 Jun, 09 | 28 | -6.67% |
| 31 Mar, 09 | 30 | -9.09% |
| 31 Dec, 08 | 33 | 10.00% |
| 30 Sep, 08 | 30 | 25.00% |
| 30 Jun, 08 | 24 | -7.69% |
| 31 Mar, 08 | 26 | -18.75% |
| 31 Dec, 07 | 32 | 14.29% |
| 30 Sep, 07 | 28 | -3.45% |
| 30 Jun, 07 | 29 | -6.45% |
| 31 Mar, 07 | 31 | 6.90% |
| 31 Dec, 06 | 29 | 7.41% |
| 30 Sep, 06 | 27 | 3.85% |
| 30 Jun, 06 | 26 | -7.14% |
| 31 Mar, 06 | 28 | 27.27% |
| 31 Dec, 05 | 22 | 22.22% |
| 30 Sep, 05 | 18 | 1700.00% |
| 30 Jun, 05 | 1 | - |
As of 30 Jun 24, 122 institutions are holding CBIZ's shares, representing a decrease of -54.65% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 9,387,317 | -79.05% |
| 31 Mar, 24 | 44,808,005 | 1.85% |
| 31 Dec, 23 | 43,993,953 | 1.62% |
| 30 Sep, 23 | 43,292,742 | -1.25% |
| 30 Jun, 23 | 43,842,439 | -1.61% |
| 31 Mar, 23 | 44,560,146 | -0.13% |
| 31 Dec, 22 | 44,616,759 | -2.06% |
| 30 Sep, 22 | 45,553,321 | -2.19% |
| 30 Jun, 22 | 46,573,019 | -1.22% |
| 31 Mar, 22 | 47,148,374 | 1.61% |
| 31 Dec, 21 | 46,400,351 | -0.28% |
| 30 Sep, 21 | 46,532,430 | -1.24% |
| 30 Jun, 21 | 47,115,925 | -1.21% |
| 31 Mar, 21 | 47,691,064 | -2.17% |
| 31 Dec, 20 | 48,747,379 | -0.78% |
| 30 Sep, 20 | 49,128,594 | -0.91% |
| 30 Jun, 20 | 49,581,236 | 1.84% |
| 31 Mar, 20 | 48,684,738 | -0.93% |
| 31 Dec, 19 | 49,140,250 | -0.30% |
| 30 Sep, 19 | 49,288,643 | 1.33% |
| 30 Jun, 19 | 48,643,273 | -0.32% |
| 31 Mar, 19 | 48,801,391 | -0.97% |
| 31 Dec, 18 | 49,278,760 | -0.50% |
| 30 Sep, 18 | 49,528,180 | 0.42% |
| 30 Jun, 18 | 49,318,609 | 2.32% |
| 31 Mar, 18 | 48,201,469 | 0.95% |
| 31 Dec, 17 | 47,748,967 | 0.39% |
| 30 Sep, 17 | 47,562,296 | -0.72% |
| 30 Jun, 17 | 47,905,811 | 2.16% |
| 31 Mar, 17 | 46,890,718 | 1.14% |
| 31 Dec, 16 | 46,363,475 | -0.18% |
| 30 Sep, 16 | 46,448,411 | 2.63% |
| 30 Jun, 16 | 45,256,763 | 1.10% |
| 31 Mar, 16 | 44,765,924 | -1.53% |
| 31 Dec, 15 | 45,460,485 | -11.01% |
| 30 Sep, 15 | 51,085,053 | 1.56% |
| 30 Jun, 15 | 50,298,850 | 0.13% |
| 31 Mar, 15 | 50,232,060 | 2.24% |
| 31 Dec, 14 | 49,131,064 | 0.71% |
| 30 Sep, 14 | 48,786,534 | -1.82% |
| 30 Jun, 14 | 49,691,443 | -3.79% |
| 31 Mar, 14 | 51,649,420 | 14.42% |
| 31 Dec, 13 | 45,141,848 | 10.24% |
| 30 Sep, 13 | 40,948,109 | 4.84% |
| 30 Jun, 13 | 39,055,868 | 135.26% |
| 31 Mar, 13 | 16,601,279 | -15.97% |
| 31 Dec, 12 | 19,757,080 | 7.74% |
| 30 Sep, 12 | 18,338,110 | -18.17% |
| 30 Jun, 12 | 22,410,238 | 10.05% |
| 31 Mar, 12 | 20,363,752 | 1.30% |
| 31 Dec, 11 | 20,102,036 | 2.79% |
| 30 Sep, 11 | 19,557,150 | -14.60% |
| 30 Jun, 11 | 22,900,802 | 33.15% |
| 31 Mar, 11 | 17,199,675 | 54.88% |
| 31 Dec, 10 | 11,105,299 | -11.54% |
| 30 Sep, 10 | 12,554,587 | 14.42% |
| 30 Jun, 10 | 10,972,331 | -16.69% |
| 31 Mar, 10 | 13,171,137 | -10.49% |
| 31 Dec, 09 | 14,714,375 | 108.79% |
| 30 Sep, 09 | 7,047,532 | -19.28% |
| 30 Jun, 09 | 8,730,469 | -27.62% |
| 31 Mar, 09 | 12,062,010 | -17.93% |
| 31 Dec, 08 | 14,696,641 | 108.90% |
| 30 Sep, 08 | 7,035,390 | 40.08% |
| 30 Jun, 08 | 5,022,443 | 12.42% |
| 31 Mar, 08 | 4,467,600 | -53.82% |
| 31 Dec, 07 | 9,674,262 | 4.62% |
| 30 Sep, 07 | 9,246,886 | 22.62% |
| 30 Jun, 07 | 7,541,169 | 5.65% |
| 31 Mar, 07 | 7,137,939 | 56.93% |
| 31 Dec, 06 | 4,548,557 | -16.09% |
| 30 Sep, 06 | 5,420,627 | 2.17% |
| 30 Jun, 06 | 5,305,589 | 5.39% |
| 31 Mar, 06 | 5,034,356 | 40.47% |
| 31 Dec, 05 | 3,583,983 | -5.89% |
| 30 Sep, 05 | 3,808,320 | 9042.09% |
| 30 Jun, 05 | 41,657 | - |
CBIZ (CBZ) has 9.39M shares outstanding as of 30 Jun 24, down -79.05% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 18.76% | 0.23% |
| 31 Mar, 24 | 89.54% | 1.16% |
| 31 Dec, 23 | 88.01% | 1.17% |
| 30 Sep, 23 | 86.87% | 1.13% |
| 30 Jun, 23 | 87.75% | 1.12% |
| 31 Mar, 23 | 88.47% | 1.18% |
| 31 Dec, 22 | 86.63% | 1.11% |
| 30 Sep, 22 | 88.53% | 1.10% |
| 30 Jun, 22 | 89.72% | 1.10% |
| 31 Mar, 22 | 90.46% | 1.13% |
| 31 Dec, 21 | 89.42% | 1.13% |
| 30 Sep, 21 | 88.76% | 1.12% |
| 30 Jun, 21 | 89.11% | 1.12% |
| 31 Mar, 21 | 89.37% | 1.11% |
| 31 Dec, 20 | 89.79% | 1.10% |
| 30 Sep, 20 | 90.30% | 1.08% |
| 30 Jun, 20 | 91.58% | 1.15% |
| 31 Mar, 20 | 89.21% | 1.10% |
| 31 Dec, 19 | 90.09% | 1.09% |
| 30 Sep, 19 | 90.82% | 1.12% |
| 30 Jun, 19 | 89.93% | 1.11% |
| 31 Mar, 19 | 89.90% | 1.10% |
| 31 Dec, 18 | 90.32% | 1.11% |
| 30 Sep, 18 | 90.39% | 1.11% |
| 30 Jun, 18 | 90.34% | 1.14% |
| 31 Mar, 18 | 89.14% | 1.13% |
| 31 Dec, 17 | 88.65% | 1.15% |
| 30 Sep, 17 | 87.85% | 1.11% |
| 30 Jun, 17 | 88.77% | 1.15% |
| 31 Mar, 17 | 87.99% | 1.12% |
| 31 Dec, 16 | 88.61% | 1.14% |
| 30 Sep, 16 | 88.22% | 1.17% |
| 30 Jun, 16 | 86.98% | 1.15% |
| 31 Mar, 16 | 86.80% | 1.06% |
| 31 Dec, 15 | 90.41% | 0.93% |
| 30 Sep, 15 | 98.74% | 0.95% |
| 30 Jun, 15 | 101.69% | 0.93% |
| 31 Mar, 15 | 104.33% | 1.01% |
| 31 Dec, 14 | 101.63% | 1.00% |
| 30 Sep, 14 | 100.69% | 0.95% |
| 30 Jun, 14 | 102.94% | 0.90% |
| 31 Mar, 14 | 107.20% | 1.16% |
| 31 Dec, 13 | 96.11% | 1.35% |
| 30 Sep, 13 | 84.42% | 1.36% |
| 30 Jun, 13 | 78.68% | 6.97% |
| 31 Mar, 13 | 33.59% | 2.06% |
| 31 Dec, 12 | 40.35% | 2.87% |
| 30 Sep, 12 | 37.51% | 1.80% |
| 30 Jun, 12 | 45.70% | 2.66% |
| 31 Mar, 12 | 41.47% | 2.50% |
| 31 Dec, 11 | 40.75% | 2.61% |
| 30 Sep, 11 | 39.49% | 1.85% |
| 30 Jun, 11 | 46.16% | 3.80% |
| 31 Mar, 11 | 34.87% | 9.41% |
| 31 Dec, 10 | 19.25% | 4.27% |
| 30 Sep, 10 | 21.24% | 6.66% |
| 30 Jun, 10 | 17.86% | 3.89% |
| 31 Mar, 10 | 21.41% | 3.70% |
| 31 Dec, 09 | 24.04% | 18.12% |
| 30 Sep, 09 | 11.52% | 5.70% |
| 30 Jun, 09 | 14.21% | 3.67% |
| 31 Mar, 09 | 19.68% | 3.48% |
| 31 Dec, 08 | 23.77% | 17.97% |
| 30 Sep, 08 | 11.50% | 17.43% |
| 30 Jun, 08 | 8.12% | 16.29% |
| 31 Mar, 08 | 7.06% | 3.02% |
| 31 Dec, 07 | 15.29% | 7.52% |
| 30 Sep, 07 | 14.26% | 10.64% |
| 30 Jun, 07 | 11.58% | 10.00% |
| 31 Mar, 07 | 10.76% | 26.22% |
| 31 Dec, 06 | 6.41% | 10.17% |
| 30 Sep, 06 | 7.93% | 15.10% |
| 30 Jun, 06 | 7.25% | 16.02% |
| 31 Mar, 06 | 6.73% | 29.02% |
| 31 Dec, 05 | 4.81% | 18.07% |
| 30 Sep, 05 | 5.16% | 168110.11% |
| 30 Jun, 05 | 0.06% | - |
As of 30 Jun 24, CBIZ is held by 18.76% institutional shareholders, representing a 0.23% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 48 | -57.89% |
| 31 Mar, 24 | 114 | -6.56% |
| 31 Dec, 23 | 122 | 7.02% |
| 30 Sep, 23 | 114 | 10.68% |
| 30 Jun, 23 | 103 | -4.63% |
| 31 Mar, 23 | 108 | - |
| 31 Dec, 22 | 108 | 14.89% |
| 30 Sep, 22 | 94 | 23.68% |
| 30 Jun, 22 | 76 | 38.18% |
| 31 Mar, 22 | 55 | -23.61% |
| 31 Dec, 21 | 72 | 10.77% |
| 30 Sep, 21 | 65 | 3.17% |
| 30 Jun, 21 | 63 | -3.08% |
| 31 Mar, 21 | 65 | -13.33% |
| 31 Dec, 20 | 75 | 36.36% |
| 30 Sep, 20 | 55 | -15.38% |
| 30 Jun, 20 | 65 | -2.99% |
| 31 Mar, 20 | 67 | -12.99% |
| 31 Dec, 19 | 77 | 16.67% |
| 30 Sep, 19 | 66 | -4.35% |
| 30 Jun, 19 | 69 | -11.54% |
| 31 Mar, 19 | 78 | 21.88% |
| 31 Dec, 18 | 64 | -17.95% |
| 30 Sep, 18 | 78 | 30.00% |
| 30 Jun, 18 | 60 | 13.21% |
| 31 Mar, 18 | 53 | -28.38% |
| 31 Dec, 17 | 74 | 4.23% |
| 30 Sep, 17 | 71 | - |
| 30 Jun, 17 | 71 | 29.09% |
| 31 Mar, 17 | 55 | 5.77% |
| 31 Dec, 16 | 52 | -23.53% |
| 30 Sep, 16 | 68 | 28.30% |
| 30 Jun, 16 | 53 | -27.40% |
| 31 Mar, 16 | 73 | 5.80% |
| 31 Dec, 15 | 69 | 13.11% |
| 30 Sep, 15 | 61 | -11.59% |
| 30 Jun, 15 | 69 | 15.00% |
| 31 Mar, 15 | 60 | 46.34% |
| 31 Dec, 14 | 41 | 2.50% |
| 30 Sep, 14 | 40 | -18.37% |
| 30 Jun, 14 | 49 | -18.33% |
| 31 Mar, 14 | 60 | 11.11% |
| 31 Dec, 13 | 54 | 5.88% |
| 30 Sep, 13 | 51 | -37.04% |
| 30 Jun, 13 | 81 | 224.00% |
| 31 Mar, 13 | 25 | 13.64% |
| 31 Dec, 12 | 22 | -8.33% |
| 30 Sep, 12 | 24 | -14.29% |
| 30 Jun, 12 | 28 | 40.00% |
| 31 Mar, 12 | 20 | -9.09% |
| 31 Dec, 11 | 22 | 29.41% |
| 30 Sep, 11 | 17 | -15.00% |
| 30 Jun, 11 | 20 | 5.26% |
| 31 Mar, 11 | 19 | 11.76% |
| 31 Dec, 10 | 17 | -19.05% |
| 30 Sep, 10 | 21 | 16.67% |
| 30 Jun, 10 | 18 | 12.50% |
| 31 Mar, 10 | 16 | -11.11% |
| 31 Dec, 09 | 18 | 20.00% |
| 30 Sep, 09 | 15 | -6.25% |
| 30 Jun, 09 | 16 | -15.79% |
| 31 Mar, 09 | 19 | -17.39% |
| 31 Dec, 08 | 23 | 21.05% |
| 30 Sep, 08 | 19 | 72.73% |
| 30 Jun, 08 | 11 | -26.67% |
| 31 Mar, 08 | 15 | -28.57% |
| 31 Dec, 07 | 21 | 61.54% |
| 30 Sep, 07 | 13 | - |
| 30 Jun, 07 | 13 | -38.10% |
| 31 Mar, 07 | 21 | 10.53% |
| 31 Dec, 06 | 19 | 18.75% |
| 30 Sep, 06 | 16 | -5.88% |
| 30 Jun, 06 | 17 | - |
| 31 Mar, 06 | 17 | - |
| 31 Dec, 05 | 17 | - |
| 30 Sep, 05 | 17 | 1600.00% |
| 30 Jun, 05 | 1 | - |
48 institutional shareholders have increased their position in CBZ stock as of 30 Jun 24 compared to 114 in the previous quarter (a -57.89% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 37 | -66.67% |
| 31 Mar, 24 | 111 | 20.65% |
| 31 Dec, 23 | 92 | 10.84% |
| 30 Sep, 23 | 83 | 1.22% |
| 30 Jun, 23 | 82 | 15.49% |
| 31 Mar, 23 | 71 | -17.44% |
| 31 Dec, 22 | 86 | 17.81% |
| 30 Sep, 22 | 73 | -6.41% |
| 30 Jun, 22 | 78 | -13.33% |
| 31 Mar, 22 | 90 | 34.33% |
| 31 Dec, 21 | 67 | 17.54% |
| 30 Sep, 21 | 57 | -17.39% |
| 30 Jun, 21 | 69 | 1.47% |
| 31 Mar, 21 | 68 | 13.33% |
| 31 Dec, 20 | 60 | -9.09% |
| 30 Sep, 20 | 66 | 15.79% |
| 30 Jun, 20 | 57 | -3.39% |
| 31 Mar, 20 | 59 | -3.28% |
| 31 Dec, 19 | 61 | 8.93% |
| 30 Sep, 19 | 56 | 7.69% |
| 30 Jun, 19 | 52 | 10.64% |
| 31 Mar, 19 | 47 | -17.54% |
| 31 Dec, 18 | 57 | 29.55% |
| 30 Sep, 18 | 44 | -16.98% |
| 30 Jun, 18 | 53 | - |
| 31 Mar, 18 | 53 | 17.78% |
| 31 Dec, 17 | 45 | 32.35% |
| 30 Sep, 17 | 34 | -10.53% |
| 30 Jun, 17 | 38 | -13.64% |
| 31 Mar, 17 | 44 | -6.38% |
| 31 Dec, 16 | 47 | 17.50% |
| 30 Sep, 16 | 40 | -9.09% |
| 30 Jun, 16 | 44 | 15.79% |
| 31 Mar, 16 | 38 | -9.52% |
| 31 Dec, 15 | 42 | 10.53% |
| 30 Sep, 15 | 38 | 11.76% |
| 30 Jun, 15 | 34 | -5.56% |
| 31 Mar, 15 | 36 | -5.26% |
| 31 Dec, 14 | 38 | 11.76% |
| 30 Sep, 14 | 34 | - |
| 30 Jun, 14 | 34 | - |
| 31 Mar, 14 | 34 | -17.07% |
| 31 Dec, 13 | 41 | 32.26% |
| 30 Sep, 13 | 31 | 93.75% |
| 30 Jun, 13 | 16 | 6.67% |
| 31 Mar, 13 | 15 | - |
| 31 Dec, 12 | 15 | 36.36% |
| 30 Sep, 12 | 11 | 22.22% |
| 30 Jun, 12 | 9 | 12.50% |
| 31 Mar, 12 | 8 | -11.11% |
| 31 Dec, 11 | 9 | -35.71% |
| 30 Sep, 11 | 14 | 7.69% |
| 30 Jun, 11 | 13 | - |
| 31 Mar, 11 | 13 | -18.75% |
| 31 Dec, 10 | 16 | 77.78% |
| 30 Sep, 10 | 9 | 125.00% |
| 30 Jun, 10 | 4 | -33.33% |
| 31 Mar, 10 | 6 | -14.29% |
| 31 Dec, 09 | 7 | - |
| 30 Sep, 09 | 7 | -36.36% |
| 30 Jun, 09 | 11 | 37.50% |
| 31 Mar, 09 | 8 | 33.33% |
| 31 Dec, 08 | 6 | -14.29% |
| 30 Sep, 08 | 7 | 16.67% |
| 30 Jun, 08 | 6 | -14.29% |
| 31 Mar, 08 | 7 | -30.00% |
| 31 Dec, 07 | 10 | 11.11% |
| 30 Sep, 07 | 9 | -10.00% |
| 30 Jun, 07 | 10 | 100.00% |
| 31 Mar, 07 | 5 | -16.67% |
| 31 Dec, 06 | 6 | -25.00% |
| 30 Sep, 06 | 8 | 33.33% |
| 30 Jun, 06 | 6 | -25.00% |
| 31 Mar, 06 | 8 | 60.00% |
| 31 Dec, 05 | 5 | 400.00% |
| 30 Sep, 05 | 1 | - |
| 30 Jun, 05 | - | - |
37 institutional shareholders have reduced their position in CBZ stock as of 30 Jun 24 compared to 111 in the previous quarter (a -66.67% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 122 | -54.65% | 9,387,317 | -79.05% | 18.76% | 0.23% | 48 | -57.89% | 37 | -66.67% |
| 31 Mar, 24 | 269 | 3.86% | 44,808,005 | 1.85% | 89.54% | 1.16% | 114 | -6.56% | 111 | 20.65% |
| 31 Dec, 23 | 259 | 6.15% | 43,993,953 | 1.62% | 88.01% | 1.17% | 122 | 7.02% | 92 | 10.84% |
| 30 Sep, 23 | 244 | 5.17% | 43,292,742 | -1.25% | 86.87% | 1.13% | 114 | 10.68% | 83 | 1.22% |
| 30 Jun, 23 | 232 | 1.75% | 43,842,439 | -1.61% | 87.75% | 1.12% | 103 | -4.63% | 82 | 15.49% |
| 31 Mar, 23 | 228 | -0.44% | 44,560,146 | -0.13% | 88.47% | 1.18% | 108 | - | 71 | -17.44% |
| 31 Dec, 22 | 229 | 13.93% | 44,616,759 | -2.06% | 86.63% | 1.11% | 108 | 14.89% | 86 | 17.81% |
| 30 Sep, 22 | 201 | 9.84% | 45,553,321 | -2.19% | 88.53% | 1.10% | 94 | 23.68% | 73 | -6.41% |
| 30 Jun, 22 | 183 | 7.65% | 46,573,019 | -1.22% | 89.72% | 1.10% | 76 | 38.18% | 78 | -13.33% |
| 31 Mar, 22 | 170 | 0.59% | 47,148,374 | 1.61% | 90.46% | 1.13% | 55 | -23.61% | 90 | 34.33% |
| 31 Dec, 21 | 169 | 6.96% | 46,400,351 | -0.28% | 89.42% | 1.13% | 72 | 10.77% | 67 | 17.54% |
| 30 Sep, 21 | 158 | -5.39% | 46,532,430 | -1.24% | 88.76% | 1.12% | 65 | 3.17% | 57 | -17.39% |
| 30 Jun, 21 | 167 | 0.60% | 47,115,925 | -1.21% | 89.11% | 1.12% | 63 | -3.08% | 69 | 1.47% |
| 31 Mar, 21 | 166 | 0.61% | 47,691,064 | -2.17% | 89.37% | 1.11% | 65 | -13.33% | 68 | 13.33% |
| 31 Dec, 20 | 165 | 4.43% | 48,747,379 | -0.78% | 89.79% | 1.10% | 75 | 36.36% | 60 | -9.09% |
| 30 Sep, 20 | 158 | 3.95% | 49,128,594 | -0.91% | 90.30% | 1.08% | 55 | -15.38% | 66 | 15.79% |
| 30 Jun, 20 | 152 | 2.01% | 49,581,236 | 1.84% | 91.58% | 1.15% | 65 | -2.99% | 57 | -3.39% |
| 31 Mar, 20 | 149 | -5.70% | 48,684,738 | -0.93% | 89.21% | 1.10% | 67 | -12.99% | 59 | -3.28% |
| 31 Dec, 19 | 158 | 12.86% | 49,140,250 | -0.30% | 90.09% | 1.09% | 77 | 16.67% | 61 | 8.93% |
| 30 Sep, 19 | 140 | 2.19% | 49,288,643 | 1.33% | 90.82% | 1.12% | 66 | -4.35% | 56 | 7.69% |
| 30 Jun, 19 | 137 | -3.52% | 48,643,273 | -0.32% | 89.93% | 1.11% | 69 | -11.54% | 52 | 10.64% |
| 31 Mar, 19 | 142 | -0.70% | 48,801,391 | -0.97% | 89.90% | 1.10% | 78 | 21.88% | 47 | -17.54% |
| 31 Dec, 18 | 143 | -4.67% | 49,278,760 | -0.50% | 90.32% | 1.11% | 64 | -17.95% | 57 | 29.55% |
| 30 Sep, 18 | 150 | 6.38% | 49,528,180 | 0.42% | 90.39% | 1.11% | 78 | 30.00% | 44 | -16.98% |
| 30 Jun, 18 | 141 | 6.82% | 49,318,609 | 2.32% | 90.34% | 1.14% | 60 | 13.21% | 53 | - |
| 31 Mar, 18 | 132 | -4.35% | 48,201,469 | 0.95% | 89.14% | 1.13% | 53 | -28.38% | 53 | 17.78% |
| 31 Dec, 17 | 138 | 10.40% | 47,748,967 | 0.39% | 88.65% | 1.15% | 74 | 4.23% | 45 | 32.35% |
| 30 Sep, 17 | 125 | -2.34% | 47,562,296 | -0.72% | 87.85% | 1.11% | 71 | - | 34 | -10.53% |
| 30 Jun, 17 | 128 | 8.47% | 47,905,811 | 2.16% | 88.77% | 1.15% | 71 | 29.09% | 38 | -13.64% |
| 31 Mar, 17 | 118 | -2.48% | 46,890,718 | 1.14% | 87.99% | 1.12% | 55 | 5.77% | 44 | -6.38% |
| 31 Dec, 16 | 121 | -6.20% | 46,363,475 | -0.18% | 88.61% | 1.14% | 52 | -23.53% | 47 | 17.50% |
| 30 Sep, 16 | 129 | 1.57% | 46,448,411 | 2.63% | 88.22% | 1.17% | 68 | 28.30% | 40 | -9.09% |
| 30 Jun, 16 | 127 | -5.22% | 45,256,763 | 1.10% | 86.98% | 1.15% | 53 | -27.40% | 44 | 15.79% |
| 31 Mar, 16 | 134 | 1.52% | 44,765,924 | -1.53% | 86.80% | 1.06% | 73 | 5.80% | 38 | -9.52% |
| 31 Dec, 15 | 132 | 7.32% | 45,460,485 | -11.01% | 90.41% | 0.93% | 69 | 13.11% | 42 | 10.53% |
| 30 Sep, 15 | 123 | 1.65% | 51,085,053 | 1.56% | 98.74% | 0.95% | 61 | -11.59% | 38 | 11.76% |
| 30 Jun, 15 | 121 | 4.31% | 50,298,850 | 0.13% | 101.69% | 0.93% | 69 | 15.00% | 34 | -5.56% |
| 31 Mar, 15 | 116 | 12.62% | 50,232,060 | 2.24% | 104.33% | 1.01% | 60 | 46.34% | 36 | -5.26% |
| 31 Dec, 14 | 103 | 0.98% | 49,131,064 | 0.71% | 101.63% | 1.00% | 41 | 2.50% | 38 | 11.76% |
| 30 Sep, 14 | 102 | -6.42% | 48,786,534 | -1.82% | 100.69% | 0.95% | 40 | -18.37% | 34 | - |
| 30 Jun, 14 | 109 | -8.40% | 49,691,443 | -3.79% | 102.94% | 0.90% | 49 | -18.33% | 34 | - |
| 31 Mar, 14 | 119 | 2.59% | 51,649,420 | 14.42% | 107.20% | 1.16% | 60 | 11.11% | 34 | -17.07% |
| 31 Dec, 13 | 116 | 14.85% | 45,141,848 | 10.24% | 96.11% | 1.35% | 54 | 5.88% | 41 | 32.26% |
| 30 Sep, 13 | 101 | -3.81% | 40,948,109 | 4.84% | 84.42% | 1.36% | 51 | -37.04% | 31 | 93.75% |
| 30 Jun, 13 | 105 | 114.29% | 39,055,868 | 135.26% | 78.68% | 6.97% | 81 | 224.00% | 16 | 6.67% |
| 31 Mar, 13 | 49 | 2.08% | 16,601,279 | -15.97% | 33.59% | 2.06% | 25 | 13.64% | 15 | - |
| 31 Dec, 12 | 48 | 6.67% | 19,757,080 | 7.74% | 40.35% | 2.87% | 22 | -8.33% | 15 | 36.36% |
| 30 Sep, 12 | 45 | -6.25% | 18,338,110 | -18.17% | 37.51% | 1.80% | 24 | -14.29% | 11 | 22.22% |
| 30 Jun, 12 | 48 | 11.63% | 22,410,238 | 10.05% | 45.70% | 2.66% | 28 | 40.00% | 9 | 12.50% |
| 31 Mar, 12 | 43 | 7.50% | 20,363,752 | 1.30% | 41.47% | 2.50% | 20 | -9.09% | 8 | -11.11% |
| 31 Dec, 11 | 40 | -4.76% | 20,102,036 | 2.79% | 40.75% | 2.61% | 22 | 29.41% | 9 | -35.71% |
| 30 Sep, 11 | 42 | - | 19,557,150 | -14.60% | 39.49% | 1.85% | 17 | -15.00% | 14 | 7.69% |
| 30 Jun, 11 | 42 | 10.53% | 22,900,802 | 33.15% | 46.16% | 3.80% | 20 | 5.26% | 13 | - |
| 31 Mar, 11 | 38 | 5.56% | 17,199,675 | 54.88% | 34.87% | 9.41% | 19 | 11.76% | 13 | -18.75% |
| 31 Dec, 10 | 36 | 5.88% | 11,105,299 | -11.54% | 19.25% | 4.27% | 17 | -19.05% | 16 | 77.78% |
| 30 Sep, 10 | 34 | 47.83% | 12,554,587 | 14.42% | 21.24% | 6.66% | 21 | 16.67% | 9 | 125.00% |
| 30 Jun, 10 | 23 | - | 10,972,331 | -16.69% | 17.86% | 3.89% | 18 | 12.50% | 4 | -33.33% |
| 31 Mar, 10 | 23 | -20.69% | 13,171,137 | -10.49% | 21.41% | 3.70% | 16 | -11.11% | 6 | -14.29% |
| 31 Dec, 09 | 29 | 3.57% | 14,714,375 | 108.79% | 24.04% | 18.12% | 18 | 20.00% | 7 | - |
| 30 Sep, 09 | 28 | - | 7,047,532 | -19.28% | 11.52% | 5.70% | 15 | -6.25% | 7 | -36.36% |
| 30 Jun, 09 | 28 | -6.67% | 8,730,469 | -27.62% | 14.21% | 3.67% | 16 | -15.79% | 11 | 37.50% |
| 31 Mar, 09 | 30 | -9.09% | 12,062,010 | -17.93% | 19.68% | 3.48% | 19 | -17.39% | 8 | 33.33% |
| 31 Dec, 08 | 33 | 10.00% | 14,696,641 | 108.90% | 23.77% | 17.97% | 23 | 21.05% | 6 | -14.29% |
| 30 Sep, 08 | 30 | 25.00% | 7,035,390 | 40.08% | 11.50% | 17.43% | 19 | 72.73% | 7 | 16.67% |
| 30 Jun, 08 | 24 | -7.69% | 5,022,443 | 12.42% | 8.12% | 16.29% | 11 | -26.67% | 6 | -14.29% |
| 31 Mar, 08 | 26 | -18.75% | 4,467,600 | -53.82% | 7.06% | 3.02% | 15 | -28.57% | 7 | -30.00% |
| 31 Dec, 07 | 32 | 14.29% | 9,674,262 | 4.62% | 15.29% | 7.52% | 21 | 61.54% | 10 | 11.11% |
| 30 Sep, 07 | 28 | -3.45% | 9,246,886 | 22.62% | 14.26% | 10.64% | 13 | - | 9 | -10.00% |
| 30 Jun, 07 | 29 | -6.45% | 7,541,169 | 5.65% | 11.58% | 10.00% | 13 | -38.10% | 10 | 100.00% |
| 31 Mar, 07 | 31 | 6.90% | 7,137,939 | 56.93% | 10.76% | 26.22% | 21 | 10.53% | 5 | -16.67% |
| 31 Dec, 06 | 29 | 7.41% | 4,548,557 | -16.09% | 6.41% | 10.17% | 19 | 18.75% | 6 | -25.00% |
| 30 Sep, 06 | 27 | 3.85% | 5,420,627 | 2.17% | 7.93% | 15.10% | 16 | -5.88% | 8 | 33.33% |
| 30 Jun, 06 | 26 | -7.14% | 5,305,589 | 5.39% | 7.25% | 16.02% | 17 | - | 6 | -25.00% |
| 31 Mar, 06 | 28 | 27.27% | 5,034,356 | 40.47% | 6.73% | 29.02% | 17 | - | 8 | 60.00% |
| 31 Dec, 05 | 22 | 22.22% | 3,583,983 | -5.89% | 4.81% | 18.07% | 17 | - | 5 | 400.00% |
| 30 Sep, 05 | 18 | 1700.00% | 3,808,320 | 9042.09% | 5.16% | 168110.11% | 17 | 1600.00% | 1 | - |
| 30 Jun, 05 | 1 | - | 41,657 | - | 0.06% | - | 1 | - | - | - |
CBIZ Insider Shareholders Trades
Open Market Insider Trades
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of CBIZ's stock was made by GROVE WARE H on Feb 13 2024, selling 1,834 shares at $66.07 per share (valued at $121.17K).
CBIZ Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q1 2024 | 20 | 28 | 71.43% |
| Q4 2023 | 3 | 8 | 37.50% |
| Q3 2023 | 9 | 19 | 47.37% |
| Q2 2023 | 9 | 9 | 100.00% |
| Q1 2023 | 15 | 16 | 93.75% |
| Q4 2022 | 8 | 15 | 53.33% |
| Q3 2022 | 2 | 16 | 12.50% |
| Q2 2022 | 12 | 8 | 150.00% |
| Q1 2022 | 32 | 44 | 72.73% |
| Q4 2021 | - | 1 | - |
| Q3 2021 | 8 | 17 | 47.06% |
| Q2 2021 | 15 | 19 | 78.95% |
| Q1 2021 | 21 | 33 | 63.64% |
| Q4 2020 | 12 | 33 | 36.36% |
| Q3 2020 | 6 | 14 | 42.86% |
| Q2 2020 | 13 | 15 | 86.67% |
| Q1 2020 | 7 | 11 | 63.64% |
| Q4 2019 | 21 | 60 | 35.00% |
| Q3 2019 | 2 | 4 | 50.00% |
| Q2 2019 | 11 | 7 | 157.14% |
20 total buy trades, and 28 total sell trades (buy/sell ratio of 0.71%) were made by CBIZ's insiders, as of Q1 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q1 2024 | - | - | - |
| Q4 2023 | - | 5 | - |
| Q3 2023 | - | 2 | - |
| Q2 2023 | - | 7 | - |
| Q1 2023 | - | 5 | - |
| Q4 2022 | - | 4 | - |
| Q3 2022 | - | 4 | - |
| Q2 2022 | - | 4 | - |
| Q1 2022 | 1 | 11 | 9.09% |
| Q4 2021 | - | 1 | - |
| Q3 2021 | - | 9 | - |
| Q2 2021 | - | 13 | - |
| Q1 2021 | - | 16 | - |
| Q4 2020 | - | 19 | - |
| Q3 2020 | - | 9 | - |
| Q2 2020 | - | 10 | - |
| Q1 2020 | - | 9 | - |
| Q4 2019 | - | 37 | - |
| Q3 2019 | - | 2 | - |
| Q2 2019 | - | 4 | - |
As of Q1 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of CBIZ's stocks.
CBZ Ownership FAQ
Who Owns CBIZ?
CBIZ is owned by institutional shareholders (18.76%), insiders (5.04%), and public (76.20%). The largest institutional shareholder of CBIZ is VANGUARD GROUP INC (9.27% of total shares) and the top mutual fund owner is TAX MANAGED SMALL CAP PORTFOLIO (1.66% of total shares).
Who are the major institutional shareholders of CBIZ?
CBIZ's major institutional shareholders are VANGUARD GROUP INC, CAPITAL RESEARCH GLOBAL INVESTORS, BLACKROCK INC., MORGAN STANLEY, and BURGUNDY ASSET MANAGEMENT LTD.. The top five shareholders own together 34.28% of the company's share outstanding.
How many CBIZ shareholders are there?
As of Jun 2024, there are 122 institutional shareholders of CBIZ.
What percentage of CBIZ is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 4.64M shares of CBIZ, representing 9.27% of the company's total shares outstanding, valued at $343.79M (as of Jun 2024).
What percentage of CBIZ is owned by CAPITAL RESEARCH GLOBAL INVESTORS?
As of Jun 2024, CAPITAL RESEARCH GLOBAL INVESTORS holds 3.82M shares of CBIZ (CBZ), compromising 7.63% of the company, valued at $282.88M.
What percentage of CBIZ is owned by BLACKROCK INC?
BLACKROCK INC is the third largest holder of CBIZ. The company owns 3.53M of the company's shares outstanding (worth $261.63M).