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CBIZ (CBZ) Institutional Ownership

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$76.48 -1.39 (-1.79%)
(As of 11/15/2024 ET)

Institutional Ownership Changes (13F Filings) for CBIZ (NYSE:CBZ)

Current
Institutional Ownership
Percentage
87.44%
Number of
Institutional Buyers
(last 12 months)
123
Total
Institutional Inflows
(last 12 months)
$626.77M
Number of
Institutional Sellers
(last 12 months)
76
Total
Institutional Outflows
(last 12 months)
$276.87M
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CBZ Institutional Buying and Selling by Quarter

CBIZ Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/16/2024 Geode Capital Management LLC1,109,074$74.64M0.0%+1.1%2.210%
11/15/2024Barclays PLC78,711$5.30M0.0%+362.1%0.157%
11/15/2024Public Employees Retirement System of Ohio120,155$8.09M0.0%+12.0%0.239%
11/15/2024Y Intercept Hong Kong Ltd7,587$511K0.0%N/A0.015%
11/15/2024Kensington Investment Counsel LLC20,079$1.35M0.6%+3.4%0.040%
11/15/2024 XTX Topco Ltd10,979$739K0.1%N/A0.022%
11/15/2024Jane Street Group LLC50,500$3.40M0.0%-61.6%0.101%
11/15/2024 State Street Corp1,130,848$76.10M0.0%+0.9%2.253%
11/15/2024 Stifel Financial Corp13,789$928K0.0%+52.3%0.027%
11/15/2024 Quarry LP1,094$74K0.0%+6,335.3%0.002%
11/15/2024 Point72 DIFC Ltd6,551$441K0.0%N/A0.013%
11/15/2024 Point72 Asset Management L.P.11,267$758K0.0%N/A0.022%
11/15/2024 Janus Henderson Group PLC85,964$5.78M0.0%+3.2%0.171%
11/14/2024 Edgestream Partners L.P.105,842$7.12M0.3%+24.6%0.211%
11/14/2024 Captrust Financial Advisors10,200$686K0.0%-56.9%0.020%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC117,784$7.93M0.0%-8.7%0.235%
11/14/2024 FORA Capital LLC6,258$421K0.0%N/A0.012%
11/13/2024 Glenmede Trust Co. NA4,425$298K0.0%+16.7%0.009%
11/13/2024 Cynosure Group LLC16,033$1.08M0.2%+223.7%0.032%
11/13/2024 BNP Paribas Financial Markets24,908$1.68M0.0%-14.7%0.050%
11/13/2024 Quantbot Technologies LP38,850$2.61M0.1%+960.9%0.077%
11/13/2024 Advantage Alpha Capital Partners LP36,168$2.43M0.6%N/A0.072%
11/13/2024 FMR LLC594,660$40.02M0.0%+27.4%1.185%
11/13/2024 The Manufacturers Life Insurance Company 26,707$1.80M0.0%-2.1%0.053%
11/13/2024 Dynamic Technology Lab Private Ltd17,231$1.16M0.1%N/A0.034%
11/12/2024 Cerity Partners LLC13,636$918K0.0%+26.6%0.027%
11/12/2024 Citigroup Inc.53,204$3.58M0.0%+205.1%0.106%
11/12/2024 Charles Schwab Investment Management Inc.525,330$35.35M0.0%+1.9%1.046%
11/12/2024 Thompson Siegel & Walmsley LLC43,912$2.96M0.0%-23.8%0.087%
11/9/2024 Intech Investment Management LLC10,090$679K0.0%N/A0.020%
11/8/2024 King Luther Capital Management Corp73,770$4.96M0.0%+0.5%0.147%
11/8/2024 Moran Wealth Management LLC7,745$521K0.0%+35.9%0.015%
11/8/2024 Commerce Bank7,023$473K0.0%-3.3%0.014%
11/8/2024 Segall Bryant & Hamill LLC123,899$8.34M0.1%-3.9%0.247%
11/8/2024 Premier Fund Managers Ltd813,698$54.38M1.9%+14.0%1.621%
11/7/2024 Pathstone Holdings LLC23,645$1.59M0.0%+14.1%0.047%
11/7/2024 Mawer Investment Management Ltd.205,628$13.84M0.1%-74.0%0.410%
11/7/2024 Quest Partners LLC3,746$252K0.0%+710.8%0.007%
11/6/2024 Sawgrass Asset Management LLC4,477$301K0.0%-3.1%0.009%
11/6/2024 Schneider Downs Wealth Management Advisors LP23,643$1.59M0.3%-1.5%0.047%
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11/6/2024 Empowered Funds LLC31,793$2.14M0.0%+24.3%0.063%
11/6/2024 KBC Group NV1,553$105K0.0%+29.7%0.003%
11/5/2024 Bancreek Capital Management LP150,212$10.11M6.4%+49.3%0.299%
11/5/2024 Geneva Capital Management LLC282,914$19.04M0.3%N/A0.564%
11/5/2024 Victory Capital Management Inc.47,943$3.23M0.0%+22.2%0.096%
11/4/2024 State of New Jersey Common Pension Fund D27,711$1.87M0.0%N/A0.055%
11/2/2024 Covestor Ltd375$25K0.0%-39.4%0.001%
11/1/2024 Fiera Capital Corp178,355$12.00M0.0%+2.0%0.355%
10/31/2024 Principal Financial Group Inc.27,860$1.88M0.0%+25.8%0.055%
10/29/2024 Cannon Global Investment Management LLC11,000$740K1.2%N/A0.022%
10/28/2024 US Bancorp DE1,796$121K0.0%+16.1%0.004%
10/24/2024 Nisa Investment Advisors LLC1,698$114K0.0%-21.9%0.003%
10/24/2024 Semanteon Capital Management LP16,999$1.14M0.8%N/A0.034%
10/24/2024 Wealth Enhancement Advisory Services LLC16,514$1.11M0.0%+1.7%0.033%
10/23/2024 Assenagon Asset Management S.A.36,800$2.48M0.0%+70.4%0.073%
10/23/2024 Taylor Frigon Capital Management LLC21,043$1.42M0.7%N/A0.042%
10/23/2024 Argent Capital Management LLC75,981$5.11M0.1%+3.8%0.152%
10/22/2024 Signaturefd LLC961$65K0.0%+55.8%0.002%
10/21/2024 Northwest Investment Counselors LLC3,650$246K0.1%N/A0.007%
10/19/2024 Allspring Global Investments Holdings LLC1,125,766$75.75M0.1%+1.0%2.243%
10/17/2024Laurus Investment Counsel Inc.28,890$1.94M1.0%-49.0%0.058%
10/16/2024 nVerses Capital LLC3,300$222K0.1%N/A0.007%
10/11/2024 Creative Planning17,562$1.18M0.0%+10.2%0.035%
10/10/2024 Exchange Traded Concepts LLC33,193$2.23M0.1%+58.4%0.066%
10/10/2024 Inspire Investing LLC6,158$414K0.0%+29.5%0.012%
10/8/2024 CWM LLC15,731$1.06M0.0%-5.0%0.031%
10/8/2024 Artemis Investment Management LLP332,534$22.38M0.3%+22.8%0.664%
10/5/2024 Handelsbanken Fonder AB292,000$19.65M0.1%+2,333.3%0.583%
10/3/2024 SG Americas Securities LLC2,366$159K0.0%-82.2%0.005%
8/21/2024 Truist Financial Corp10,978$813K0.0%+7.1%0.022%
8/19/2024 Chase Investment Counsel Corp32,845$2.43M0.8%+3.1%0.066%
8/16/2024 Creative Planning15,932$1.18M0.0%+6.8%0.032%
8/16/2024 Algert Global LLC4,536$336K0.0%-58.6%0.009%
8/15/2024Susquehanna Fundamental Investments LLC3,500$259K0.0%-37.5%0.007%
8/15/2024 Select Equity Group L.P.1,130,568$83.78M0.3%-10.4%2.256%
8/15/2024 The Manufacturers Life Insurance Company27,279$2.02M0.0%+1.3%0.054%
8/15/2024 Dark Forest Capital Management LP18,830$1.40M0.3%N/A0.038%
8/15/2024 AQR Capital Management LLC14,960$1.11M0.0%+1.2%0.030%
8/14/2024 Marshall Wace LLP20,064$1.49M0.0%+27.5%0.040%
8/14/2024 ProShare Advisors LLC6,425$476K0.0%-25.4%0.013%
8/13/2024 Sei Investments Co.31,218$2.31M0.0%-2.9%0.062%
8/13/2024 King Luther Capital Management Corp73,410$5.44M0.0%+4.5%0.146%
8/13/2024 Canada Pension Plan Investment Board12,598$934K0.0%-46.8%0.025%
8/13/2024 Granite Investment Partners LLC580,902$43.05M1.8%-11.4%1.158%
8/13/2024 Public Employees Retirement Association of Colorado340,124$25.20M0.1%+12.2%0.678%
8/12/2024 Inspire Investing LLC4,757$352K0.0%+4.2%0.009%
8/12/2024 Burgundy Asset Management Ltd.2,220,013$164.50M1.7%+1.8%4.426%
8/12/2024 Blair William & Co. IL305,016$22.60M0.1%+134.3%0.608%
8/12/2024 Vanguard Personalized Indexing Management LLC8,807$644K0.0%+12.9%0.018%
8/12/2024 Mercer Global Advisors Inc. ADV2,738$203K0.0%N/A0.005%
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8/12/2024 SYSTM Wealth Solutions LLC17,564$1.30M0.3%+7,218.3%0.035%
8/9/2024 Edgestream Partners L.P.84,936$6.29M0.3%N/A0.169%
8/9/2024 Dimensional Fund Advisors LP1,613,501$119.56M0.0%-20.0%3.220%
8/9/2024 Thompson Siegel & Walmsley LLC57,612$4.27M0.1%+1.6%0.115%
8/8/2024 Envestnet Asset Management Inc.83,263$6.17M0.0%+98.2%0.166%
8/8/2024 Thoroughbred Financial Services LLC3,342$247K0.0%N/A0.007%
8/8/2024 American Century Companies Inc.21,566$1.60M0.0%-46.1%0.043%
8/8/2024 Schneider Downs Wealth Management Advisors LP23,998$1.78M0.4%-1.4%0.048%
8/8/2024 Rice Hall James & Associates LLC55,172$4.09M0.2%-6.4%0.110%
8/7/2024 Mawer Investment Management Ltd.791,562$58.66M0.3%-23.1%1.580%
(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, 223 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. ($164.50M), P2 Capital Partners LLC ($156.17M), Dimensional Fund Advisors LP ($119.56M), FIL Ltd ($92.93M), and Select Equity Group L.P. ($83.78M).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 174 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), Premier Fund Managers Ltd ($815.94K), GW&K Investment Management LLC ($800.89K), Neumeier Poma Investment Counsel LLC ($532.12K), Capital World Investors ($517.06K), and Macquarie Group Ltd. ($482.78K).

How much institutional buying is happening at CBIZ?

Institutional investors have bought a total of 13,498,682 shares in the last 24 months. This purchase volume represents approximately $867.43M in transactions.

Which CBIZ major shareholders have been selling company stock?

Of the 118 institutional investors that sold CBIZ stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Victory Capital Management Inc. ($1.59M), Allspring Global Investments Holdings LLC ($1.53M), Dimensional Fund Advisors LP ($1.32M), Mawer Investment Management Ltd. ($1.05M), P2 Capital Partners LLC ($810.46K), William Blair Investment Management LLC ($587.96K), and Paradice Investment Management LLC ($548.84K).

How much institutional selling is happening at CBIZ?

Institutional investors have sold a total of 10,167,381 shares in the last 24 months. This volume of shares sold represents approximately $586.65M in transactions.



This page (NYSE:CBZ) was last updated on 11/17/2024 by MarketBeat.com Staff
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