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CBIZ (CBZ) Institutional Ownership

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+0.55 (+0.76%)
(As of 05/3/2024 ET)
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Institutional Ownership Changes (13F Filings) for CBIZ (NYSE:CBZ)

Current
Institutional Ownership
Percentage
87.44%
Number of
Institutional Buyers
(last 12 months)
115
Total
Institutional Inflows
(last 12 months)
$352.59M
Number of
Institutional Sellers
(last 12 months)
77
Total
Institutional Outflows
(last 12 months)
$281.69M
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CBZ Institutional Buying and Selling by Quarter

CBIZ Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/4/2024Bancreek Capital Management LP69,979$5.49M4.1%N/A0.140%
5/3/2024Whittier Trust Co.693$54K0.0%N/A0.001%
5/2/2024Chase Investment Counsel Corp31,867$2.50M0.9%-2.9%0.064%
5/2/2024 Cross Staff Investments Inc3,000$236K0.2%N/A0.006%
5/1/2024 Janney Montgomery Scott LLC4,500$353K0.0%-28.6%0.009%
5/1/2024 BNP Paribas Financial Markets50,004$3.93M0.0%+39.6%0.100%
5/1/2024 Mirae Asset Global Investments Co. Ltd.21,901$1.72M0.0%-5.7%0.044%
4/30/2024 Private Advisor Group LLC43,465$3.41M0.0%+2.7%0.087%
4/30/2024 Retirement Systems of Alabama64,738$5.08M0.0%-16.5%0.129%
4/30/2024 Fortis Group Advisors LLC875$69K0.0%-50.0%0.002%
4/30/2024 Argent Capital Management LLC50,958$4M0.1%+1.8%0.102%
4/30/2024 Allspring Global Investments Holdings LLC1,175,698$92.29M0.1%-9.3%2.346%
4/29/2024 Principal Financial Group Inc.19,459$1.53M0.0%+19.5%0.039%
4/25/2024 Valeo Financial Advisors LLC13,669$1.07M0.0%-5.6%0.027%
4/24/2024 Simplicity Wealth LLC3,795$298K0.0%N/A0.008%
4/24/2024 Assenagon Asset Management S.A.21,600$1.70M0.0%-76.9%0.043%
4/23/2024 Rice Hall James & Associates LLC58,925$4.63M0.3%-0.3%0.118%
4/19/2024 Valeo Financial Advisors LLC13,669$1.07M0.0%-5.6%0.027%
4/18/2024 Allspring Global Investments Holdings LLC1,175,698$92.29M0.1%-9.3%2.346%
4/18/2024 Chatham Capital Group Inc.51,457$4.04M0.7%+12.4%0.103%
4/16/2024 Artemis Investment Management LLP218,531$17.15M0.2%N/A0.436%
4/12/2024 Bridge City Capital LLC45,781$3.59M1.3%+0.8%0.091%
4/11/2024 Sanders Morris Harris LLC3,400$267K0.1%N/A0.007%
4/5/2024 CWM LLC19,217$1.51M0.0%-12.7%0.038%
3/11/2024Vanguard Group Inc.2,718,316$170.14M0.0%+1.9%5.434%
3/4/2024 Fortis Group Advisors LLC1,750$110K0.0%+100.0%0.003%
3/1/2024Goldman Sachs Group Inc.507,824$31.79M0.0%+12.0%1.015%
2/15/2024P2 Capital Partners LLC2,495,197$156.17M17.2%-3.3%5.006%
2/15/2024 Argent Capital Management LLC50,079$3.13M0.1%+0.9%0.100%
2/13/2024BloombergSen Inc.1,088,951$68.16M4.3%+5.9%2.185%
2/13/2024Public Employees Retirement Association of Colorado284,458$17.80M0.1%N/A0.571%
2/13/2024Capital Research Global Investors764,193$47.83M0.0%N/A1.533%
2/13/2024Burgundy Asset Management Ltd.2,151,499$134.66M1.5%+5.5%4.317%
2/13/2024Premier Fund Managers Ltd715,942$44.81M1.9%+16.2%1.436%
2/12/2024Alberta Investment Management Corp66,797$4.18M0.0%-36.7%0.134%
2/12/2024Dodds Wealth LLC8,742$547K0.3%N/A0.018%
2/12/2024TFO Wealth Partners LLC4,536$284K0.0%+453,500.0%0.009%
2/9/2024Johnson Financial Group Inc.1,005$63K0.0%N/A0.002%
2/9/2024Commerce Bank8,904$557K0.0%+22.9%0.018%
2/9/2024King Luther Capital Management Corp70,049$4.38M0.0%+14.2%0.141%
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2/9/2024Aigen Investment Management LP6,867$430K0.1%+62.5%0.014%
2/9/2024Assetmark Inc.905$57K0.0%+24.8%0.002%
2/9/2024GW&K Investment Management LLC1,105,210$69.18M0.6%+7.6%2.218%
2/9/2024Quest Partners LLC8,219$514K0.1%N/A0.016%
2/9/2024Trexquant Investment LP12,967$812K0.0%N/A0.026%
2/9/2024Corient Private Wealth LLC10,550$660K0.0%+22.8%0.021%
2/9/2024CBIZ Investment Advisory Services LLC6,854$429K0.0%-2.4%0.014%
2/9/2024UBS Group AG101,767$6.37M0.0%+48.6%0.204%
2/9/2024Norges Bank317,525$19.87M0.0%N/A0.637%
2/8/2024 Brown Advisory Inc.23,118$1.45M0.0%N/A0.046%
2/8/2024Paradice Investment Management LLC259,272$16.23M2.0%-58.3%0.520%
2/8/2024Great Lakes Advisors LLC69,970$4.38M0.0%-40.5%0.140%
2/8/2024Panagora Asset Management Inc.35,557$2.23M0.0%-55.5%0.071%
2/8/2024 Fiera Capital Corp172,360$10.79M0.0%-7.8%0.346%
2/8/2024Moran Wealth Management LLC5,093$319K0.0%+3.9%0.010%
2/7/2024Boston Partners83,583$5.23M0.0%-37.8%0.168%
2/7/2024 Principal Financial Group Inc.16,280$1.02M0.0%+31.4%0.033%
2/7/2024Summit Creek Advisors LLC82,983$5.19M0.7%N/A0.166%
2/7/2024Dimensional Fund Advisors LP2,318,236$145.10M0.0%-8.9%4.651%
2/7/2024Jump Financial LLC25,646$1.61M0.1%N/A0.051%
2/7/2024 BNP Paribas Financial Markets35,831$2.24M0.0%-24.0%0.072%
2/7/2024Teacher Retirement System of Texas17,333$1.09M0.0%-55.4%0.035%
2/7/2024Mawer Investment Management Ltd.1,033,000$64.66M0.3%-0.1%2.073%
2/7/2024Thompson Siegel & Walmsley LLC59,700$3.74M0.1%+38.2%0.120%
2/6/2024Sawgrass Asset Management LLC5,880$368K0.0%-3.2%0.012%
2/6/2024Charles Schwab Investment Management Inc.503,005$31.48M0.0%+1.5%1.009%
2/6/2024Welch & Forbes LLC3,383$212K0.0%N/A0.007%
2/6/2024 Amalgamated Bank6,931$434K0.0%-6.5%0.014%
2/6/2024 Los Angeles Capital Management LLC10,441$654K0.0%-11.4%0.021%
2/6/2024Swiss National Bank88,300$5.53M0.0%-10.9%0.177%
2/6/2024New York Life Investment Management LLC6,978$437K0.0%-3.0%0.014%
2/5/2024Victory Capital Management Inc.585,887$36.67M0.0%-28.2%1.175%
2/5/2024Chase Investment Counsel Corp32,825$2.05M0.9%+1.3%0.066%
2/5/2024 Retirement Systems of Alabama77,556$4.85M0.0%+7.3%0.156%
2/5/2024Russell Investments Group Ltd.68,787$4.31M0.0%+12.5%0.138%
2/2/2024Truist Financial Corp10,261$642K0.0%-5.6%0.021%
2/1/2024Millington Financial Advisors LLC28,065$1.76M1.4%-8.6%0.056%
2/1/2024Handelsbanken Fonder AB12,300$770K0.0%-8.2%0.025%
2/1/2024 CWM LLC22,004$1.38M0.0%-11.3%0.044%
1/31/2024Calamos Advisors LLC38,218$2.39M0.0%-1.2%0.077%
1/31/2024Federated Hermes Inc.779$49K0.0%-92.5%0.002%
1/30/2024 Zurcher Kantonalbank Zurich Cantonalbank10,760$673K0.0%+46.3%0.022%
1/30/2024Mackenzie Financial Corp3,720$233K0.0%N/A0.007%
1/30/2024Strs Ohio94,700$5.93M0.0%-11.3%0.190%
1/29/2024Simplicity Solutions LLC3,805$238K0.0%N/A0.008%
1/25/2024 Allspring Global Investments Holdings LLC1,295,832$81.11M0.1%-4.7%2.600%
1/25/2024Bleakley Financial Group LLC3,805$238K0.0%N/A0.008%
1/25/2024Nisa Investment Advisors LLC2,101$132K0.0%-19.2%0.004%
1/24/2024 Mirae Asset Global Investments Co. Ltd.23,229$1.45M0.0%+6.0%0.047%
1/24/2024 Compass Ion Advisors LLC3,297$206K0.0%-15.4%0.007%
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1/24/2024Arizona State Retirement System12,535$785K0.0%-2.4%0.025%
1/23/2024 Fenimore Asset Management Inc.525,839$32.91M0.8%-1.4%1.055%
1/19/2024 Chatham Capital Group Inc.45,767$2.87M0.6%-5.3%0.092%
1/18/2024 Laurus Investment Counsel Inc.56,600$3.54M1.7%-4.4%0.114%
1/17/2024 Assenagon Asset Management S.A.93,543$5.86M0.0%+167.3%0.188%
1/12/2024SG Americas Securities LLC6,129$384K0.0%N/A0.012%
1/5/2024 Exchange Traded Concepts LLC2,754$172K0.0%N/A0.006%
12/18/2023Vanguard Group Inc.2,667,189$138.43M0.0%+1.2%5.351%
12/6/2023Citigroup Inc.6,004$312K0.0%-79.8%0.012%
12/1/2023 Fortis Group Advisors LLC875$45K0.0%N/A0.002%
(Data available from 1/1/2016 forward)

CBZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CBZ shares?

During the previous two years, 199 institutional investors and hedge funds held shares of CBIZ. The most heavily invested institutionals were Vanguard Group Inc. ($170.14M), P2 Capital Partners LLC ($156.17M), Dimensional Fund Advisors LP ($145.10M), Burgundy Asset Management Ltd. ($134.66M), Eaton Vance Management ($103.74M), FIL Ltd ($92.93M), and Allspring Global Investments Holdings LLC ($92.29M).Learn more on CBZ's institutional investors.

What percentage of CBIZ stock is owned by institutional investors?

87.44% of CBIZ stock is owned by institutional investors. Learn more on CBZ's institutional investor holdings.

Which institutional investors have been buying CBIZ stock?

Of the 156 institutional investors that purchased CBIZ stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Victory Capital Management Inc. ($1.02M), GW&K Investment Management LLC ($800.89K), Capital Research Global Investors ($764.19K), Premier Fund Managers Ltd ($715.94K), BloombergSen Inc. ($540.64K), Neumeier Poma Investment Counsel LLC ($532.12K), and Macquarie Group Ltd. ($482.78K).

How much institutional buying is happening at CBIZ?

Institutional investors have bought a total of 9,724,699 shares in the last 24 months. This purchase volume represents approximately $503.17M in transactions.

Which CBIZ major shareholders have been selling company stock?

Of the 114 institutional investors that sold CBIZ stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allspring Global Investments Holdings LLC ($1.88M), Victory Capital Management Inc. ($1.62M), Dimensional Fund Advisors LP ($1.03M), Paradice Investment Management LLC ($846.60K), P2 Capital Partners LLC ($810.46K), Cardinal Capital Management LLC CT ($665.55K), and William Blair Investment Management LLC ($486.50K).

How much institutional selling is happening at CBIZ?

Institutional investors have sold a total of 10,185,165 shares in the last 24 months. This volume of shares sold represents approximately $514.33M in transactions.


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This page (NYSE:CBZ) was last updated on 5/4/2024 by MarketBeat.com Staff

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