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CBIZ (CBZ) Institutional Ownership

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(As of 05/17/2024 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)
113
Total
Institutional Inflows
(last 12 months)
$605.69M
Number of
Institutional Sellers
(last 12 months)
82
Total
Institutional Outflows
(last 12 months)
$287.10M
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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
5/17/2024 Comerica Bank3,719$292K0.0%+17.8%0.007%
5/16/2024 California State Teachers Retirement System45,166$3.55M0.0%-5.6%0.090%
5/16/2024 Janus Henderson Group PLC76,737$6.02M0.0%-2.8%0.153%
5/16/2024 Silvercrest Asset Management Group LLC940,533$73.83M0.5%-14.3%1.877%
5/15/2024 Public Employees Retirement System of Ohio107,306$8.42M0.0%-10.8%0.214%
5/15/2024 Public Employees Retirement Association of Colorado303,096$23.79M0.1%+6.6%0.605%
5/15/2024 Aristides Capital LLC3,793$298K0.1%N/A0.008%
5/15/2024 Price T Rowe Associates Inc. MD828,199$65.02M0.0%-0.8%1.653%
5/15/2024 Lazard Asset Management LLC3,040$238K0.0%-71.8%0.006%
5/14/2024 Capital World Investors517,064$40.59M0.0%N/A1.032%
5/14/2024 Capital Research Global Investors3,128,738$245.61M0.1%+309.4%6.244%
5/14/2024 CANADA LIFE ASSURANCE Co43,475$3.42M0.0%-2.9%0.087%
5/14/2024 American International Group Inc.23,638$1.86M0.0%-0.8%0.047%
5/14/2024 Burgundy Asset Management Ltd.2,179,798$171.11M1.8%+1.3%4.350%
5/13/2024 Bessemer Group Inc.329,357$25.86M0.0%+6.7%0.657%
5/13/2024 Seven Eight Capital LP2,549$200K0.0%N/A0.005%
5/13/2024 O Shaughnessy Asset Management LLC3,970$312K0.0%-5.9%0.008%
5/13/2024 Ameritas Investment Partners Inc.4,783$375K0.0%-3.7%0.010%
5/11/2024 Covestor Ltd707$56K0.0%+45.5%0.001%
5/11/2024 Cynosure Group LLC4,035$317K0.1%N/A0.008%
5/11/2024 Summit Creek Advisors LLC106,615$8.37M1.1%+28.5%0.213%
5/10/2024 Vanguard Group Inc.3,705,090$290.85M0.0%+36.3%7.394%
5/9/2024 Blair William & Co. IL130,191$10.22M0.0%+102.7%0.260%
5/9/2024 State Board of Administration of Florida Retirement System16,848$1.32M0.0%+23.1%0.034%
5/8/2024 Schneider Downs Wealth Management Advisors LP24,333$1.91M0.4%-14.0%0.049%
5/8/2024 William Blair Investment Management LLC329,557$25.87M0.1%-43.5%0.658%
5/8/2024 ProShare Advisors LLC8,617$676K0.0%+8.5%0.017%
5/8/2024 Russell Investments Group Ltd.71,167$5.59M0.0%+3.5%0.142%
5/8/2024 Paradice Investment Management LLC160,227$12.58M2.2%-38.2%0.320%
5/8/2024 Inspire Investing LLC4,567$359K0.0%-25.7%0.009%
5/7/2024 Sei Investments Co.32,161$2.53M0.0%-17.2%0.064%
5/7/2024Susquehanna Fundamental Investments LLC5,600$440K0.0%N/A0.011%
5/7/2024 SG Americas Securities LLC1,690$133K0.0%-72.4%0.003%
5/7/2024 Empowered Funds LLC13,527$1.06M0.0%+11.1%0.027%
5/6/2024 Mawer Investment Management Ltd.1,029,928$80.85M0.4%-0.3%2.055%
5/4/2024 Bancreek Capital Management LP69,979$5.49M4.1%N/A0.140%
5/3/2024 Whittier Trust Co.693$54K0.0%N/A0.001%
5/2/2024 Chase 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%
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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%
3/11/2024 Vanguard 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%
3/1/2024 Goldman Sachs Group Inc.507,824$31.79M0.0%+12.0%1.015%
2/15/2024 P2 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%
2/13/2024 BloombergSen Inc.1,088,951$68.16M4.3%+5.9%2.185%
2/13/2024 Public Employees Retirement Association of Colorado284,458$17.80M0.1%N/A0.571%
2/13/2024 Capital Research Global Investors764,193$47.83M0.0%N/A1.533%
2/13/2024 Burgundy Asset Management Ltd.2,151,499$134.66M1.5%+5.5%4.317%
2/13/2024 Premier Fund Managers Ltd715,942$44.81M1.9%+16.2%1.436%
2/12/2024 Alberta Investment Management Corp66,797$4.18M0.0%-36.7%0.134%
2/12/2024Dodds Wealth LLC8,742$547K0.3%N/A0.018%
2/12/2024 TFO Wealth Partners LLC4,536$284K0.0%+453,500.0%0.009%
2/9/2024 Johnson Financial Group Inc.1,005$63K0.0%N/A0.002%
2/9/2024 Commerce Bank8,904$557K0.0%+22.9%0.018%
2/9/2024 King Luther Capital Management Corp70,049$4.38M0.0%+14.2%0.141%
2/9/2024 Aigen Investment Management LP6,867$430K0.1%+62.5%0.014%
2/9/2024 Assetmark Inc.905$57K0.0%+24.8%0.002%
2/9/2024 GW&K Investment Management LLC1,105,210$69.18M0.6%+7.6%2.218%
2/9/2024 Quest Partners LLC8,219$514K0.1%N/A0.016%
2/9/2024 Trexquant Investment LP12,967$812K0.0%N/A0.026%
2/9/2024 Corient Private Wealth LLC10,550$660K0.0%+22.8%0.021%
2/9/2024 CBIZ Investment Advisory Services LLC6,854$429K0.0%-2.4%0.014%
2/9/2024 UBS Group AG101,767$6.37M0.0%+48.6%0.204%
2/9/2024 Norges Bank317,525$19.87M0.0%N/A0.637%
2/8/2024 Brown Advisory Inc.23,118$1.45M0.0%N/A0.046%
2/8/2024 Paradice Investment Management LLC259,272$16.23M2.0%-58.3%0.520%
2/8/2024 Great Lakes Advisors LLC69,970$4.38M0.0%-40.5%0.140%
2/8/2024 Panagora 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%
2/8/2024 Moran Wealth Management LLC5,093$319K0.0%+3.9%0.010%
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2/7/2024 Boston 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%
2/7/2024 Summit Creek Advisors LLC82,983$5.19M0.7%N/A0.166%
2/7/2024 Dimensional Fund Advisors LP2,318,236$145.10M0.0%-8.9%4.651%
2/7/2024 Jump Financial LLC25,646$1.61M0.1%N/A0.051%
2/7/2024 BNP Paribas Financial Markets35,831$2.24M0.0%-24.0%0.072%
2/7/2024 Teacher Retirement System of Texas17,333$1.09M0.0%-55.4%0.035%
2/7/2024 Mawer Investment Management Ltd.1,033,000$64.66M0.3%-0.1%2.073%
2/7/2024 Thompson Siegel & Walmsley LLC59,700$3.74M0.1%+38.2%0.120%
2/6/2024 Sawgrass Asset Management LLC5,880$368K0.0%-3.2%0.012%
(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, 203 institutional investors and hedge funds held shares of CBIZ. The most heavily invested institutionals were Vanguard Group Inc. ($290.85M), Capital Research Global Investors ($245.61M), Burgundy Asset Management Ltd. ($171.11M), P2 Capital Partners LLC ($156.17M), Dimensional Fund Advisors LP ($145.10M), Eaton Vance Management ($103.74M), and FIL Ltd ($92.93M).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 159 institutional investors that purchased CBIZ stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Capital Research Global Investors ($3.13M), Vanguard Group Inc. ($1.07M), GW&K Investment Management LLC ($800.89K), Premier Fund Managers Ltd ($715.94K), BloombergSen Inc. ($540.64K), Neumeier Poma Investment Counsel LLC ($532.12K), and Capital World Investors ($517.06K).

How much institutional buying is happening at CBIZ?

Institutional investors have bought a total of 12,930,314 shares in the last 24 months. This purchase volume represents approximately $785.65M in transactions.

Which CBIZ major shareholders have been selling company stock?

Of the 113 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 ($942.17K), P2 Capital Partners LLC ($810.46K), William Blair Investment Management LLC ($731K), Paradice Investment Management LLC ($625.22K), and Cardinal Capital Management LLC CT ($450.76K).

How much institutional selling is happening at CBIZ?

Institutional investors have sold a total of 9,746,389 shares in the last 24 months. This volume of shares sold represents approximately $516.52M in transactions.


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This page (NYSE:CBZ) was last updated on 5/18/2024 by MarketBeat.com Staff

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