CBIZ, Inc. - Common Stock (CBZ)

CUSIP: 124805102

Q3 2021 13F Holders as of 30 Sep 2021

Holder snapshot 6 signals
Share change
+927,037
SEC-reported price per share
$32.34
Number of holders
156
Value change
+$29,930,450
Number of buys
62
Number of sells
76
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
55,072,119

Security key

124805102

Report period

Q3 2021

Institutions

156

Top holders

10

Ownership snapshot

Top reported holders of CBZ - CBIZ, Inc. - Common Stock (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
DIMENSIONAL FUND ADVISORS LP
Disclosed value leader
DIMENSIONAL FUND ADVISORS LP
Comparable rows
15/15
Latest evidence
30 Jun 2021
13F Lead comparable stake: 7% Showing 1-6 of 15 holder rows.

Quick read

DIMENSIONAL FUND ADVISORS LP leads the comparable SEC ownership view at 7%.

15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens DIMENSIONAL FUND ADVISORS LP's linked filing trail.
Comparable ownership Top 5
DIMENSIONAL FUND ADVISORS LP 7%
BlackRock Finance, Inc. 6.6%
P2 Capital Partners, LLC 6.3%
WELLS FARGO & COMPANY/MN 5%
VANGUARD GROUP INC 4.6%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
DIMENSIONAL FUND ADVISORS LP
13F
Company
13F
7%
$127,021,000
3,876,119 shares
30 Jun 2021
BlackRock Finance, Inc.
13F
Company
13F
6.6%
$119,005,000
3,631,525 shares
30 Jun 2021
P2 Capital Partners, LLC
13F
Company
13F
6.3%
$114,237,000
3,486,031 shares
30 Jun 2021
WELLS FARGO & COMPANY/MN
13F
Company
13F
5%
$90,423,000
2,759,307 shares
30 Jun 2021
VANGUARD GROUP INC
13F
Company
13F
4.6%
$83,502,000
2,548,103 shares
30 Jun 2021
WELLINGTON MANAGEMENT GROUP LLP
13F
Company
13F
3.7%
$66,723,000
2,036,122 shares
30 Jun 2021
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q3 2021

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
156
Shares
46,542,500
Rows available
156
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q3 2021 vs Q2 2021 Across Filers

Q2 2021 holders
164
Q3 2021 holders
156
Holder diff
-8
Investor Q2 2021 Shares Q3 2021 Shares Share Diff Share Chg % Q2 2021 value Q3 2021 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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