CBIZ

CBZ • NYSE

CBIZ is a specialty business services company in the industrials sector on NYSE, led by Jerome P. Grisko, Jr., with a market cap of $2.9B. As of Q3 2025, 94% of shares are held by 260 institutional investors, with VANGUARD GROUP INC as the largest holder at 9.06%.

CEO and PresidentJerome P. Grisko, Jr.

Market Cap$2.9B

Specialty Business Services

Industrials

Employees6.7K

Websitecbiz.com

Country

United States of America

Overview

Overview of institutional ownership in CBZ as of Q3 2025 with a market cap of $2.9B

All Institutions

Institutions: 260
Value Held: $2.7B
Shares Held: 50.2M
Avg Position: $10.3M
Median Position: $704.7K

Hedge Funds

Hedge Funds: 33
Value Held: $423.5M
Shares Held: 8.0M
Avg Position: $12.8M
Median Position: $1.5M

Ownership Breakdown

Institutional (non-HF)

79.19%

$2.3B

Hedge Funds

14.82%

$423.5M

Retail & Other

5.99%

$171.2M

Based on market cap of $2.9B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in CBZ as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$258.9M 0.00% of portfolio	9.06% 4.9M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
Durable Capital Partners LP Hedge Fund•Long/Short	Henry Martin Ellenbogen CIO	$207.9M 1.54% of portfolio	7.27% 3.9M shares	Q3 2025 Held for 2 months	$13.5B
B BlackRock, Inc. Institution	-	$187.5M 0.00% of portfolio	6.56% 3.5M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$180.1M 0.01% of portfolio	6.30% 3.4M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
FMR LLC Institution	-	$160.1M 0.01% of portfolio	5.60% 3.0M shares	≤ Q2 2013 Held for 12y 5m+	$1.92T
Capital Research Global Investors RIA/Wealth	Maria Alejandra Herrera CIO	$154.7M 0.03% of portfolio	5.41% 2.9M shares	Q4 2023 Held for 1y 11m	$532.36B
Burgundy Asset Management Ltd. Long Only Manager	Robert Gareth Sankey CEO	$149.4M 1.41% of portfolio	4.29% 2.3M shares	≤ Q2 2013 Held for 12y 5m+	$10.6B
P P2 Capital Partners, LLC Hedge Fund•Value	Claus Jorgen Moller CEO	$90.9M 18.68% of portfolio	3.18% 1.7M shares	≤ Q2 2013 Held for 12y 5m+	$486.7M
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$61.2M 0.00% of portfolio	2.14% 1.2M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$60.9M 0.00% of portfolio	2.13% 1.1M shares	≤ Q2 2013 Held for 12y 5m+	$1.57T

Net Capital Flow

Institutional buying and selling activity for CBZ in Q3 2025

Traded: +$145.5M
Buyers: 116
Sellers: 149
Total Bought: +$482.1M
Total Sold: −$336.6M
Avg Position: $8.7M

Biggest Buyers

Institution	Net Bought	Current Position
Durable Capital Partners LP Hedge Fund•Long/Short	+$207.9M +3.9M shares	$207.9M 3.9M shares
FMR LLC Institution	+$61.5M +1.2M shares	$160.1M 3.0M shares
Sunriver Management LLC Hedge Fund•Long/Short	+$31.6M +596.8K shares	$31.6M 596.8K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$23.7M +446.9K shares	$33.0M 623.1K shares
H Handelsbanken Fonder AB Institution	+$15.1M +285.0K shares	$39.6M 747.0K shares
WCM INVESTMENT MANAGEMENT/CA Long Only Manager	+$15.0M +279.0K shares	$15.0M 279.0K shares
HENDERSON GROUP PLC Institution	+$13.1M +247.2K shares	$50.2M 948.6K shares
J JANE STREET GROUP, LLC Institution	+$11.8M +222.0K shares	$11.8M 222.0K shares
S Squarepoint Ops LLC Hedge Fund•Quant	+$9.7M +183.4K shares	$9.7M 183.4K shares
B BASSWOOD CAPITAL MANAGEMENT, L.L.C. Hedge Fund•Long/Short	+$8.0M +150.7K shares	$10.1M 191.1K shares

Biggest Sellers

Institution	Net Sold	Current Position
A Artemis Investment Management LLP Institution	−$40.3M −561.4K shares	Sold Off 0 shares
C Capital World Investors Institution	−$36.4M −687.9K shares	$48.7M 920.3K shares
JPMORGAN CHASE & CO Institution	−$24.5M −463.1K shares	$27.7M 522.9K shares
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	−$19.2M −363.4K shares	$2.4M 45.9K shares
NEUMEIER POMA INVESTMENT COUNSEL LLC Long Only Manager	−$17.8M −335.9K shares	$5.5M 103.0K shares
Falcon Edge Capital LP Hedge Fund•Multi-Strategy	−$16.6M −232.0K shares	Sold Off 0 shares
SEGALL BRYANT & HAMILL Long Only Manager	−$14.4M −200.8K shares	Sold Off 0 shares
B BlackRock, Inc. Institution	−$13.2M −249.0K shares	$187.5M 3.5M shares
GOLDMAN SACHS GROUP INC Institution	−$11.3M −213.3K shares	$16.3M 308.4K shares
VANGUARD GROUP INC Institution	−$10.2M −192.5K shares	$258.9M 4.9M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited CBZ in Q3 2025

New Positions: 15
New Value: $249.6M
Exited Positions: 47
Exited Value: $115.0M

New Positions

Institution	Position Value
Durable Capital Partners LP Hedge Fund•Long/Short	$207.9M 3.9M shares
Sunriver Management LLC Hedge Fund•Long/Short	$31.6M 596.8K shares
CenterBook Partners LP Hedge Fund•Market Neutral	$5.2M 98.4K shares
C Capula Management Ltd Institution	$1.3M 23.7K shares
Weiss Asset Management LP Hedge Fund•Multi-Strategy	$960.1K 18.1K shares
LETSON INVESTMENT MANAGEMENT, INC. RIA/Wealth	$848.4K 16.0K shares
E Entropy Technologies, LP Hedge Fund•Quant Macro	$500.3K 9.4K shares
A AXQ CAPITAL, LP Hedge Fund•Market Neutral	$294.2K 5.6K shares
Optimize Financial Inc RIA/Wealth	$280.5K 5.3K shares
C Colony Group, LLC Institution	$235.8K 4.5K shares

Exited Positions

Institution	Previous Position
A Artemis Investment Management LLP Institution	$40.3M 561.4K shares
Falcon Edge Capital LP Hedge Fund•Multi-Strategy	$16.6M 232.0K shares
SEGALL BRYANT & HAMILL Long Only Manager	$14.4M 200.8K shares
Ananym Capital Management, LP Hedge Fund•Activist	$7.4M 102.8K shares
S STRS OHIO Institution	$6.6M 91.8K shares
ARGENT CAPITAL MANAGEMENT LLC Long Only Manager	$6.4M 89.7K shares
B Bank Julius Baer & Co. Ltd, Zurich Institution	$4.5M 63.0K shares
Empowered Funds, LLC ETF Provider	$4.3M 60.3K shares
R RICE HALL JAMES & ASSOCIATES, LLC Long Only Manager	$2.8M 39.2K shares
C CIBC World Markets Inc. Institution	$2.5M 35.2K shares

Options Activity

Institutions with the largest Call and Put options positions in CBZ as of Q3 2025

Call Positions: 1
Call Value: -
Put Positions: 1
Put Value: -

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	- - contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	- - contracts

Most Committed Institutions

Institutions with CBZ as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
P P2 Capital Partners, LLC Hedge Fund•Value	Claus Jorgen Moller CEO	18.68% $90.9M	3.18% 1.7M shares	≤ Q2 2013 Held for 12y 5m+	$486.7M
B Bancreek Capital Management, LP Hedge Fund•Value	Andrew Loren Skatoff CIO	7.95% $3.8M	0.13% 71.5K shares	Q1 2024 Held for 1y 8m	$47.7M
Pacific Capital Partners Ltd RIA/Wealth	Chad T Willardson President	6.04% $5.4M	0.19% 102.5K shares	Q3 2023 Held for 2y 2m	$89.8M
BloombergSen Inc. Institution	Jack "Nmn" Tabacinic CEO	4.98% $58.7M	2.05% 1.1M shares	Q1 2022 Held for 3y 8m	$1.2B
Sunriver Management LLC Hedge Fund•Long/Short	Randolph Willett Cook Founder	3.44% $31.6M	1.11% 596.8K shares	Q3 2025 Held for 2 months	$920.0M
S Summit Creek Advisors LLC Long Only Manager	Adam Nathan Benson Managing Partner	2.19% $15.1M	0.53% 284.3K shares	Q4 2023 Held for 1y 11m	$686.1M
P Premier Fund Managers Ltd Institution	-	1.81% $43.2M	1.51% 814.9K shares	Q2 2023 Held for 2y 5m	$2.4B
Cannon Global Investment Management, LLC Hedge Fund•Quant	Thomas Nmn Morphet CEO	1.61% $635.5K	0.02% 12.0K shares	Q3 2024 Held for 1y 2m	$39.5M
Durable Capital Partners LP Hedge Fund•Long/Short	Henry Martin Ellenbogen CIO	1.54% $207.9M	7.27% 3.9M shares	Q3 2025 Held for 2 months	$13.5B
Bridge City Capital, LLC Long Only Manager	Alexander Jackson Woodward President	1.43% $5.4M	0.19% 101.4K shares	Q3 2023 Held for 2y 2m	$374.5M

Hedge Fund Spotlight

Discover hedge funds investing in CBZ

Entropy Technologies, LP

Hedge Fund • Quant Macro

Portfolio ManagerArjun Rajan Modi

Portfolio Value: $1.3B
Positions: 787
Last Reported: Q3 2025

Sector Allocation

Position in CBIZ

Market Value: $500.3K
Shares Held: 9.4K
Portfolio Weight: 0.04%
Owned Since: 2025-Q3

Top Holding	Sector	Market Value	Weight
1 Micron Technology MU	Semiconductors Technology	$13.2M	0.98%
2 Chevron CVX	Oil & Gas Integrated Energy	$13.0M	0.97%
3 Visa V	Financial - Credit Services Financial Services	$13.0M	0.97%