Security key
124805102
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 55,072,119
- Total 13F shares
- 45,597,665
- Share change
- +553,475
- Total reported value
- $3,378,449,668
- Put/Call ratio
- 0.56%
- Price per share
- $74.10
- Number of holders
- 273
- Value change
- +$38,799,589
- Number of buys
- 121
- Number of sells
- 111
Report period
Q2 2024
Institutions
273
Top holders
10
CBZ full security history
Newer quarter: Q3 2024
Previous quarter: Q1 2024
CBIZ, Inc. SEC filings
CBIZ, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 124805102
Recent filing periods:
Top shareholders of CBZ - CBIZ, Inc. - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: 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.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC |
13F
|
Company |
6.7%
|
3,705,090
|
$290,849,565 | — | 31 Mar 2024 | |
| BlackRock Finance, Inc. |
13F
|
Company |
6.3%
|
3,445,100
|
$270,440,354 | — | 31 Mar 2024 | |
| MORGAN STANLEY |
13F
|
Company |
6.1%
|
3,366,065
|
$264,236,295 | — | 31 Mar 2024 | |
| Capital Research Global Investors |
13F
|
Company |
5.7%
|
3,128,738
|
$245,605,933 | — | 31 Mar 2024 | |
| Burgundy Asset Management Ltd. |
13F
|
Company |
4%
|
2,179,798
|
$171,114,143 | — | 31 Mar 2024 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
3.7%
|
2,017,472
|
$158,371,553 | — | 31 Mar 2024 | |
| P2 Capital Partners, LLC |
13F
|
Company |
2.5%
|
1,399,011
|
$109,822,364 | — | 31 Mar 2024 | |
| Select Equity Group, L.P. |
13F
|
Company |
2.3%
|
1,261,671
|
$99,041,174 | — | 31 Mar 2024 | |
| Neuberger Berman Group LLC |
13F
|
Company |
2.2%
|
1,184,609
|
$92,991,807 | — | 31 Mar 2024 | |
| Allspring Global Investments Holdings, LLC |
13F
|
Company |
2.1%
|
1,175,698
|
$92,292,293 | — | 31 Mar 2024 | |
| STATE STREET CORP |
13F
|
Company |
2%
|
1,075,005
|
$84,387,893 | — | 31 Mar 2024 | |
| BloombergSen Inc. |
13F
|
Company |
1.9%
|
1,067,776
|
$83,820,416 | — | 31 Mar 2024 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.9%
|
1,056,161
|
$82,921,663 | — | 31 Mar 2024 | |
| Mawer Investment Management Ltd. |
13F
|
Company |
1.9%
|
1,029,928
|
$80,849,348 | — | 31 Mar 2024 | |
| SILVERCREST ASSET MANAGEMENT GROUP LLC |
13F
|
Company |
1.7%
|
940,533
|
$73,831,841 | — | 31 Mar 2024 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.7%
|
924,519
|
$72,574,743 | — | 31 Mar 2024 | |
| GW&K Investment Management, LLC |
13F
|
Company |
1.6%
|
875,264
|
$68,708,000 | — | 31 Mar 2024 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
1.5%
|
828,199
|
$65,015,000 | — | 31 Mar 2024 | |
| Premier Fund Managers Ltd |
13F
|
Company |
1.3%
|
713,698
|
$55,701,000 | — | 31 Mar 2024 | |
| NEUMEIER POMA INVESTMENT COUNSEL LLC |
13F
|
Company |
1.2%
|
687,115
|
$53,938,528 | — | 31 Mar 2024 | |
| FIL Ltd |
13F
|
Company |
1.2%
|
677,776
|
$53,205,416 | — | 31 Mar 2024 | |
| Granite Investment Partners, LLC |
13F
|
Company |
1.2%
|
655,529
|
$51,459,027 | — | 31 Mar 2024 | |
| MACQUARIE GROUP LTD |
13F
|
Company |
1%
|
568,045
|
$44,587,005 | — | 31 Mar 2024 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
1%
|
553,145
|
$43,421,883 | — | 31 Mar 2024 | |
| FENIMORE ASSET MANAGEMENT INC |
13F
|
Company |
0.96%
|
526,789
|
$41,352,937 | — | 31 Mar 2024 | |
| Capital World Investors |
13F
|
Company |
0.94%
|
517,064
|
$40,589,524 | — | 31 Mar 2024 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.92%
|
506,103
|
$39,729,086 | — | 31 Mar 2024 | |
| FMR LLC |
13F
|
Company |
0.84%
|
462,097
|
$36,274,632 | — | 31 Mar 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.7%
|
385,634
|
$30,272,268 | — | 31 Mar 2024 | |
| CARDINAL CAPITAL MANAGEMENT LLC /CT |
13F
|
Company |
0.6%
|
332,600
|
$26,109,100 | — | 31 Mar 2024 | |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
0.6%
|
329,557
|
$25,870,225 | — | 31 Mar 2024 | |
| BESSEMER GROUP INC |
13F
|
Company |
0.6%
|
329,357
|
$25,855,000 | — | 31 Mar 2024 | |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO |
13F
|
Company |
0.55%
|
303,096
|
$23,793,000 | — | 31 Mar 2024 | |
| NORGES BANK |
13F
|
Company |
0.53%
|
292,720
|
$22,978,520 | — | 31 Mar 2024 | |
| ArrowMark Colorado Holdings LLC |
13F
|
Company |
0.45%
|
248,887
|
$19,537,630 | — | 31 Mar 2024 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.43%
|
236,519
|
$18,566,743 | — | 31 Mar 2024 | |
| Artemis Investment Management LLP |
13F
|
Company |
0.4%
|
218,531
|
$17,148,040 | — | 31 Mar 2024 | |
| ROYCE & ASSOCIATES LP |
13F
|
Company |
0.36%
|
200,181
|
$15,714,209 | — | 31 Mar 2024 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.36%
|
195,952
|
$15,382,233 | — | 31 Mar 2024 | |
| Invesco Ltd. |
13F
|
Company |
0.35%
|
190,969
|
$14,991,068 | — | 31 Mar 2024 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.33%
|
182,896
|
$14,357,372 | — | 31 Mar 2024 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.33%
|
180,850
|
$14,196,000 | — | 31 Mar 2024 | |
| Fiera Capital Corp |
13F
|
Company |
0.3%
|
163,675
|
$12,848,488 | — | 31 Mar 2024 | |
| Paradice Investment Management LLC |
13F
|
Company |
0.29%
|
160,227
|
$12,577,820 | — | 31 Mar 2024 | |
| FIRST MANHATTAN CO. LLC. |
13F
|
Company |
0.27%
|
146,655
|
$11,512,417 | — | 31 Mar 2024 | |
| CITIGROUP INC |
13F
|
Company |
0.25%
|
136,484
|
$10,713,995 | — | 31 Mar 2024 | |
| BLAIR WILLIAM & CO/IL |
13F
|
Company |
0.24%
|
130,191
|
$10,219,994 | — | 31 Mar 2024 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.23%
|
125,556
|
$9,856,146 | — | 31 Mar 2024 | |
| SEGALL BRYANT & HAMILL, LLC |
13F
|
Company |
0.23%
|
125,457
|
$9,848,375 | — | 31 Mar 2024 | |
| TWO SIGMA ADVISERS, LP |
13F
|
Company |
0.21%
|
115,323
|
$9,052,856 | — | 31 Mar 2024 |
Institutional Holders of CBIZ, Inc. - Common Stock (CBZ) as of Q2 2024
As of 30 Jun 2024,
CBIZ, Inc. - Common Stock (CBZ) was held by
273 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
45,597,665 shares.
The largest 10 holders included
VANGUARD GROUP INC, Capital Research Global Investors, BlackRock Inc., MORGAN STANLEY, Burgundy Asset Management Ltd., DIMENSIONAL FUND ADVISORS LP, NEUBERGER BERMAN GROUP LLC, Select Equity Group, L.P., STATE STREET CORP, and Allspring Global Investments Holdings, LLC.
This page lists
274
institutional shareholders reporting positions in this security
for the Q2 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2024 vs Q1 2024 Across Filers
Q1 2024 holders
266
Q2 2024 holders
273
Holder diff
7
| Investor | Q1 2024 Shares | Q2 2024 Shares | Share Diff | Share Chg % | Q1 2024 Value $ | Q2 2024 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.