Security key
124805102
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 55,072,119
- Total 13F shares
- 45,654,067
- Share change
- +874,077
- Total reported value
- $3,735,048,802
- Put/Call ratio
- 5.2%
- Price per share
- $81.83
- Number of holders
- 277
- Value change
- +$85,415,819
- Number of buys
- 132
- Number of sells
- 124
Report period
Q4 2024
Institutions
277
Top holders
10
CBZ full security history
Newer quarter: Q1 2025
Previous quarter: Q3 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 |
8.5%
|
4,672,672
|
$314,424,099 | — | 30 Sep 2024 | |
| Capital Research Global Investors |
13F
|
Company |
7.1%
|
3,931,975
|
$264,582,598 | — | 30 Sep 2024 | |
| BlackRock, Inc. |
13F
|
Company |
6.6%
|
3,629,222
|
$244,210,349 | — | 30 Sep 2024 | |
| MORGAN STANLEY |
13F
|
Company |
5.7%
|
3,114,729
|
$209,590,281 | — | 30 Sep 2024 | |
| Burgundy Asset Management Ltd. |
13F
|
Company |
3.7%
|
2,050,127
|
$137,953,046 | — | 30 Sep 2024 | |
| P2 Capital Partners, LLC |
13F
|
Company |
3.3%
|
1,800,532
|
$121,157,798 | — | 30 Sep 2024 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
2.7%
|
1,496,668
|
$100,709,315 | — | 30 Sep 2024 | |
| STATE STREET CORP |
13F
|
Company |
2.1%
|
1,130,848
|
$76,094,762 | — | 30 Sep 2024 | |
| Allspring Global Investments Holdings, LLC |
13F
|
Company |
2%
|
1,125,766
|
$75,752,793 | — | 30 Sep 2024 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2%
|
1,109,074
|
$74,644,197 | — | 30 Sep 2024 | |
| BloombergSen Inc. |
13F
|
Company |
1.9%
|
1,040,332
|
$70,003,940 | — | 30 Sep 2024 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.7%
|
934,177
|
$62,860,770 | — | 30 Sep 2024 | |
| SILVERCREST ASSET MANAGEMENT GROUP LLC |
13F
|
Company |
1.6%
|
865,917
|
$58,267,538 | — | 30 Sep 2024 | |
| Capital World Investors |
13F
|
Company |
1.5%
|
824,800
|
$55,500,792 | — | 30 Sep 2024 | |
| GW&K Investment Management, LLC |
13F
|
Company |
1.5%
|
818,228
|
$55,058,000 | — | 30 Sep 2024 | |
| Premier Fund Managers Ltd |
13F
|
Company |
1.5%
|
813,698
|
$54,375,000 | — | 30 Sep 2024 | |
| Neuberger Berman Group LLC |
13F
|
Company |
1.5%
|
811,156
|
$54,582,687 | — | 30 Sep 2024 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
1.4%
|
758,510
|
$51,041,000 | — | 30 Sep 2024 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
1.3%
|
704,888
|
$47,431,913 | — | 30 Sep 2024 | |
| FMR LLC |
13F
|
Company |
1.1%
|
594,660
|
$40,014,687 | — | 30 Sep 2024 | |
| Granite Investment Partners, LLC |
13F
|
Company |
1.1%
|
584,378
|
$39,322,796 | — | 30 Sep 2024 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.95%
|
525,330
|
$35,349,456 | — | 30 Sep 2024 | |
| MACQUARIE GROUP LTD |
13F
|
Company |
0.86%
|
472,851
|
$31,818,000 | — | 30 Sep 2024 | |
| NEUMEIER POMA INVESTMENT COUNSEL LLC |
13F
|
Company |
0.81%
|
445,200
|
$29,957,508 | — | 30 Sep 2024 | |
| FENIMORE ASSET MANAGEMENT INC |
13F
|
Company |
0.79%
|
432,431
|
$29,098,282 | — | 30 Sep 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.76%
|
417,744
|
$28,109,993 | — | 30 Sep 2024 | |
| BLAIR WILLIAM & CO/IL |
13F
|
Company |
0.74%
|
405,842
|
$27,309,108 | — | 30 Sep 2024 | |
| BESSEMER GROUP INC |
13F
|
Company |
0.73%
|
400,204
|
$26,929,000 | — | 30 Sep 2024 | |
| Artemis Investment Management LLP |
13F
|
Company |
0.6%
|
332,534
|
$22,376,213 | — | 30 Sep 2024 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.56%
|
306,918
|
$20,652,491 | — | 30 Sep 2024 | |
| Invesco Ltd. |
13F
|
Company |
0.54%
|
299,114
|
$20,127,381 | — | 30 Sep 2024 | |
| Handelsbanken Fonder AB |
13F
|
Company |
0.53%
|
292,000
|
$19,649,000 | — | 30 Sep 2024 | |
| GENEVA CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.51%
|
282,914
|
$19,037,266 | — | 30 Sep 2024 | |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO |
13F
|
Company |
0.49%
|
268,009
|
$18,034,000 | — | 30 Sep 2024 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
0.48%
|
264,346
|
$17,787,842 | — | 30 Sep 2024 | |
| Summit Creek Advisors LLC |
13F
|
Company |
0.46%
|
253,641
|
$17,067,503 | — | 30 Sep 2024 | |
| Mawer Investment Management Ltd. |
13F
|
Company |
0.37%
|
205,628
|
$13,836,708 | — | 30 Sep 2024 | |
| ROYCE & ASSOCIATES LP |
13F
|
Company |
0.35%
|
195,181
|
$13,133,729 | — | 30 Sep 2024 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.35%
|
193,496
|
$13,020,000 | — | 30 Sep 2024 | |
| Fiera Capital Corp |
13F
|
Company |
0.32%
|
178,355
|
$12,001,508 | — | 30 Sep 2024 | |
| NORGES BANK |
13F
|
Company |
0.29%
|
158,603
|
$10,672,396 | — | 30 Sep 2024 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.27%
|
150,699
|
$10,140,566 | — | 30 Sep 2024 | |
| Bancreek Capital Management, LP |
13F
|
Company |
0.27%
|
150,212
|
$10,107,765 | — | 30 Sep 2024 | |
| FIRST MANHATTAN CO. LLC. |
13F
|
Company |
0.27%
|
146,130
|
$9,833,088 | — | 30 Sep 2024 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.25%
|
135,637
|
$9,127,013 | — | 30 Sep 2024 | |
| Bank Julius Baer & Co. Ltd, Zurich |
13F
|
Company |
0.24%
|
132,924
|
$9,064,869 | — | 30 Sep 2024 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.24%
|
131,511
|
$8,849,375 | — | 30 Sep 2024 | |
| SEGALL BRYANT & HAMILL, LLC |
13F
|
Company |
0.22%
|
123,899
|
$8,337,164 | — | 30 Sep 2024 | |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO |
13F
|
Company |
0.22%
|
120,155
|
$8,085,230 | — | 30 Sep 2024 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.21%
|
117,784
|
$7,925,685 | — | 30 Sep 2024 |
Institutional Holders of CBIZ, Inc. - Common Stock (CBZ) as of Q4 2024
As of 31 Dec 2024,
CBIZ, Inc. - Common Stock (CBZ) was held by
277 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
45,654,067 shares.
The largest 10 holders included
VANGUARD GROUP INC, BlackRock, Inc., Capital Research Global Investors, MORGAN STANLEY, Burgundy Asset Management Ltd., P2 Capital Partners, LLC, DIMENSIONAL FUND ADVISORS LP, STATE STREET CORP, Capital World Investors, and Allspring Global Investments Holdings, LLC.
This page lists
280
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2024 vs Q3 2024 Across Filers
Q3 2024 holders
280
Q4 2024 holders
277
Holder diff
-3
| Investor | Q3 2024 Shares | Q4 2024 Shares | Share Diff | Share Chg % | Q3 2024 Value $ | Q4 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.