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CBIZ (CBZ) Institutional Ownership

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$84.40 -0.34 (-0.40%)
As of 01/17/2025 03:59 PM Eastern
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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)
124
Total
Institutional Inflows
(last 12 months)
$628.97M
Number of
Institutional Sellers
(last 12 months)
75
Total
Institutional Outflows
(last 12 months)
$276.99M
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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
1/17/2025Inspire Investing LLC4,856$397K0.0%-21.1%0.010%
1/17/2025SG Americas Securities LLC2,536$208K0.0%+7.2%0.005%
1/17/2025Nisa Investment Advisors LLC2,227$182K0.0%+31.2%0.004%
1/16/2025Artemis Investment Management LLP393,910$32.23M0.5%+18.5%0.785%
1/14/2025 Argent Capital Management LLC86,079$7.04M0.2%+13.3%0.172%
1/14/2025 Assenagon Asset Management S.A.21,600$1.77M0.0%-41.3%0.043%
12/26/2024JPMorgan Chase & Co.704,888$47.43M0.0%+7.5%1.404%
12/19/2024Principal Financial Group Inc.27,860$1.88M0.0%+25.8%0.056%
12/6/2024Retirement Systems of Alabama86,194$5.80M0.0%+10.3%0.172%
11/25/2024Sanctuary Advisors LLC3,889$262K0.0%N/A0.008%
11/16/2024Geode 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%
11/15/2024XTX Topco Ltd10,979$739K0.1%N/A0.022%
11/15/2024Jane Street Group LLC50,500$3.40M0.0%-61.6%0.101%
11/15/2024State Street Corp1,130,848$76.10M0.0%+0.9%2.253%
11/15/2024Stifel Financial Corp13,789$928K0.0%+52.3%0.027%
11/15/2024Quarry LP1,094$74K0.0%+6,335.3%0.002%
11/15/2024Point72 DIFC Ltd6,551$441K0.0%N/A0.013%
11/15/2024Point72 Asset Management L.P.11,267$758K0.0%N/A0.022%
11/15/2024Janus Henderson Group PLC85,964$5.78M0.0%+3.2%0.171%
11/14/2024Edgestream Partners L.P.105,842$7.12M0.3%+24.6%0.211%
11/14/2024Captrust Financial Advisors10,200$686K0.0%-56.9%0.020%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC117,784$7.93M0.0%-8.7%0.235%
11/14/2024FORA Capital LLC6,258$421K0.0%N/A0.012%
11/13/2024Glenmede Trust Co. NA4,425$298K0.0%+16.7%0.009%
11/13/2024Cynosure Group LLC16,033$1.08M0.2%+223.7%0.032%
11/13/2024BNP Paribas Financial Markets24,908$1.68M0.0%-14.7%0.050%
11/13/2024Quantbot Technologies LP38,850$2.61M0.1%+960.9%0.077%
11/13/2024Advantage Alpha Capital Partners LP36,168$2.43M0.6%N/A0.072%
11/13/2024FMR LLC594,660$40.02M0.0%+27.4%1.185%
11/13/2024The Manufacturers Life Insurance Company26,707$1.80M0.0%-2.1%0.053%
11/13/2024Dynamic Technology Lab Private Ltd17,231$1.16M0.1%N/A0.034%
11/12/2024Cerity Partners LLC13,636$918K0.0%+26.6%0.027%
11/12/2024Citigroup Inc.53,204$3.58M0.0%+205.1%0.106%
11/12/2024Charles Schwab Investment Management Inc.525,330$35.35M0.0%+1.9%1.046%
11/12/2024Thompson Siegel & Walmsley LLC43,912$2.96M0.0%-23.8%0.087%
11/9/2024Intech Investment Management LLC10,090$679K0.0%N/A0.020%
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11/8/2024King Luther Capital Management Corp73,770$4.96M0.0%+0.5%0.147%
11/8/2024Moran Wealth Management LLC7,745$521K0.0%+35.9%0.015%
11/8/2024Commerce Bank7,023$473K0.0%-3.3%0.014%
11/8/2024Segall Bryant & Hamill LLC123,899$8.34M0.1%-3.9%0.247%
11/8/2024Premier Fund Managers Ltd813,698$54.38M1.9%+14.0%1.621%
11/7/2024Pathstone Holdings LLC23,645$1.59M0.0%+14.1%0.047%
11/7/2024Mawer Investment Management Ltd.205,628$13.84M0.1%-74.0%0.410%
11/7/2024Quest Partners LLC3,746$252K0.0%+710.8%0.007%
11/6/2024Sawgrass Asset Management LLC4,477$301K0.0%-3.1%0.009%
11/6/2024Schneider Downs Wealth Management Advisors LP23,643$1.59M0.3%-1.5%0.047%
11/6/2024Empowered Funds LLC31,793$2.14M0.0%+24.3%0.063%
11/6/2024KBC Group NV1,553$105K0.0%+29.7%0.003%
11/5/2024Bancreek Capital Management LP150,212$10.11M6.4%+49.3%0.299%
11/5/2024Geneva Capital Management LLC282,914$19.04M0.3%N/A0.564%
11/5/2024Victory Capital Management Inc.47,943$3.23M0.0%+22.2%0.096%
11/4/2024State of New Jersey Common Pension Fund D27,711$1.87M0.0%N/A0.055%
11/2/2024Covestor Ltd375$25K0.0%-39.4%0.001%
11/1/2024Fiera Capital Corp178,355$12.00M0.0%+2.0%0.355%
10/31/2024Principal Financial Group Inc.27,860$1.88M0.0%+25.8%0.055%
10/29/2024Cannon Global Investment Management LLC11,000$740K1.2%N/A0.022%
10/28/2024US Bancorp DE1,796$121K0.0%+16.1%0.004%
10/24/2024Nisa Investment Advisors LLC1,698$114K0.0%-21.9%0.003%
10/24/2024Semanteon 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%
10/23/2024Taylor 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%
10/22/2024Signaturefd LLC961$65K0.0%+55.8%0.002%
10/21/2024Northwest Investment Counselors LLC3,650$246K0.1%N/A0.007%
10/19/2024Allspring 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%
10/16/2024nVerses Capital LLC3,300$222K0.1%N/A0.007%
10/11/2024Creative Planning17,562$1.18M0.0%+10.2%0.035%
10/10/2024Exchange Traded Concepts LLC33,193$2.23M0.1%+58.4%0.066%
10/10/2024Inspire Investing LLC6,158$414K0.0%+29.5%0.012%
10/8/2024CWM LLC15,731$1.06M0.0%-5.0%0.031%
10/8/2024Artemis Investment Management LLP332,534$22.38M0.3%+22.8%0.664%
10/5/2024Handelsbanken Fonder AB292,000$19.65M0.1%+2,333.3%0.583%
10/3/2024SG Americas Securities LLC2,366$159K0.0%-82.2%0.005%
8/21/2024Truist Financial Corp10,978$813K0.0%+7.1%0.022%
8/19/2024Chase Investment Counsel Corp32,845$2.43M0.8%+3.1%0.066%
8/16/2024Creative Planning15,932$1.18M0.0%+6.8%0.032%
8/16/2024Algert Global LLC4,536$336K0.0%-58.6%0.009%
8/15/2024Susquehanna Fundamental Investments LLC3,500$259K0.0%-37.5%0.007%
8/15/2024Select Equity Group L.P.1,130,568$83.78M0.3%-10.4%2.256%
8/15/2024The Manufacturers Life Insurance Company27,279$2.02M0.0%+1.3%0.054%
8/15/2024Dark Forest Capital Management LP18,830$1.40M0.3%N/A0.038%
8/15/2024AQR Capital Management LLC14,960$1.11M0.0%+1.2%0.030%
8/14/2024Marshall Wace LLP20,064$1.49M0.0%+27.5%0.040%
8/14/2024ProShare Advisors LLC6,425$476K0.0%-25.4%0.013%
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8/13/2024Sei Investments Co.31,218$2.31M0.0%-2.9%0.062%
8/13/2024King Luther Capital Management Corp73,410$5.44M0.0%+4.5%0.146%
8/13/2024Canada Pension Plan Investment Board12,598$934K0.0%-46.8%0.025%
8/13/2024Granite Investment Partners LLC580,902$43.05M1.8%-11.4%1.158%
8/13/2024Public Employees Retirement Association of Colorado340,124$25.20M0.1%+12.2%0.678%
8/12/2024Inspire Investing LLC4,757$352K0.0%+4.2%0.009%
8/12/2024Burgundy Asset Management Ltd.2,220,013$164.50M1.7%+1.8%4.426%
8/12/2024Blair William & Co. IL305,016$22.60M0.1%+134.3%0.608%
8/12/2024Vanguard Personalized Indexing Management LLC8,807$644K0.0%+12.9%0.018%
8/12/2024Mercer Global Advisors Inc. ADV2,738$203K0.0%N/A0.005%
(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, 224 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 176 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 13,561,503 shares in the last 24 months. This purchase volume represents approximately $874.33M 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 10,159,487 shares in the last 24 months. This volume of shares sold represents approximately $586.86M in transactions.


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This page (NYSE:CBZ) was last updated on 1/18/2025 by MarketBeat.com Staff
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