CBIZ Ownership

CBZ Stock  USD 68.60  1.36  2.02%   
CBIZ holds a total of 54.4 Million outstanding shares. The majority of CBIZ Inc outstanding shares are owned by other corporate entities. These outside corporations are usually referred to as non-private investors looking to acquire positions in CBIZ Inc to benefit from reduced commissions. Therefore, institutional investors are subject to a different set of regulations than regular investors in CBIZ. Please pay attention to any change in the institutional holdings of CBIZ Inc as this could imply that something significant has changed or is about to change at the company. Please note that on May 14, 2025, Representative Josh Gottheimer of US Congress acquired under $15k worth of CBIZ Inc's common stock.
 
Shares in Circulation  
First Issued
1994-03-31
Previous Quarter
52.7 M
Current Value
64.1 M
Avarage Shares Outstanding
59.1 M
Quarterly Volatility
22.1 M
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
Some institutional investors establish a significant position in stocks such as CBIZ in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of CBIZ, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in CBIZ Inc. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in bureau of labor statistics.

CBIZ Stock Ownership Analysis

About 84.0% of the company shares are held by institutions such as insurance companies. The company has price-to-book (P/B) ratio of 1.91. Some equities with similar Price to Book (P/B) outperform the market in the long run. CBIZ Inc has Price/Earnings To Growth (PEG) ratio of 1.3. The entity had not issued any dividends in recent years. The firm had 2:1 split on the 1st of July 1996. CBIZ, Inc. provides financial, insurance, and advisory services in the United States and Canada. The company was incorporated in 1987 and is headquartered in Cleveland, Ohio. Cbiz operates under Specialty Business Services classification in the United States and is traded on New York Stock Exchange. It employs 6000 people. For more info on CBIZ Inc please contact Steven Gerard at 216 447 9000 or go to https://www.cbiz.com.
Besides selling stocks to institutional investors, CBIZ also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different CBIZ's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align CBIZ's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

CBIZ Quarterly Liabilities And Stockholders Equity

4.59 Billion

CBIZ Insider Trades History

About 10.0% of CBIZ Inc are currently held by insiders. Unlike CBIZ's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against CBIZ's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of CBIZ's insider trades
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid

CBIZ Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as CBIZ is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading CBIZ Inc backward and forwards among themselves. CBIZ's institutional investor refers to the entity that pools money to purchase CBIZ's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Bloombergsan Investment Partners2025-03-31
M
Northern Trust Corp2025-03-31
931.9 K
Gw&k Investment Management, Llc2025-03-31
893.5 K
Allspring Global Investments Holdings, Llc2025-03-31
849.1 K
Premier Fund Managers Limited2025-03-31
811 K
Jpmorgan Chase & Co2025-03-31
753.5 K
Silvercrest Asset Management Group Llc2025-03-31
707.1 K
Amvescap Plc.2025-03-31
703.9 K
Artemis Investment Management Llp2025-03-31
631.9 K
Vanguard Group Inc2025-03-31
4.7 M
Blackrock Inc2025-03-31
3.6 M
Note, although CBIZ's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

CBIZ Inc Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific CBIZ insiders, such as employees or executives, is commonly permitted as long as it does not rely on CBIZ's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases CBIZ insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

CBIZ's latest congressional trading

Congressional trading in companies like CBIZ Inc, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in CBIZ by those in governmental positions are based on the same information available to the general public.
2025-05-14Representative Josh GottheimerAcquired Under $15KVerify
2025-04-08Representative Gilbert CisnerosAcquired Under $15KVerify

CBIZ Outstanding Bonds

CBIZ issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. CBIZ Inc uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most CBIZ bonds can be classified according to their maturity, which is the date when CBIZ Inc has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

CBIZ Corporate Filings

F4
20th of May 2025
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
8K
16th of May 2025
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
13th of May 2025
Other Reports
ViewVerify
8th of May 2025
Other Reports
ViewVerify

Also Currently Popular

Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.

Additional Tools for CBIZ Stock Analysis

When running CBIZ's price analysis, check to measure CBIZ's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy CBIZ is operating at the current time. Most of CBIZ's value examination focuses on studying past and present price action to predict the probability of CBIZ's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move CBIZ's price. Additionally, you may evaluate how the addition of CBIZ to your portfolios can decrease your overall portfolio volatility.