Exploring CBIZ, Inc. (CBZ) Investor Profile: Who’s Buying and Why?

Have you ever wondered who is investing in CBIZ, Inc. (CBZ) and why? As of 2024, 537 institutional owners and shareholders have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC), holding a total of 58,772,964 shares. With the share price at $77.73 as of April 11, 2025, and a previous price of $74.50 on April 15, 2024, reflecting a 4.34% increase, understanding the composition and motivations of these investors becomes crucial. Are these investments driven by strategic acquisitions, such as the recent purchase of Marcum LLP, or by the company's impressive revenue growth, which reached $1.81 billion in 2024, a 13.97% increase? Let's delve into the investor profile of CBIZ to uncover who's buying and, more importantly, the reasons behind their investment decisions.

CBIZ, Inc. (CBZ) Who Invests in CBIZ, Inc. and Why?

Understanding the investor profile of CBIZ, Inc. (CBZ) involves examining the various types of investors who hold the company's stock and their motivations. These investors range from retail individuals to large institutional entities, each with different investment strategies and objectives. Analyzing this landscape provides insights into market perceptions and potential future movements of the stock.

Key Investor Types:

The investor base of CBIZ, Inc. can be categorized into several key types:

• Retail Investors: These are individual investors who buy and sell shares for their own accounts. Their investment decisions are often based on personal research, recommendations from financial advisors, or general market trends.
• Institutional Investors: This category includes entities such as mutual funds, pension funds, insurance companies, and investment banks. These investors manage large sums of money on behalf of others and typically have a more long-term investment horizon.
• Hedge Funds: These are investment partnerships that use more aggressive strategies to generate higher returns. They may employ techniques such as short selling, leverage, and derivative trading.
• Corporate Insiders: These are the company’s executives and board members who own shares of the company. Their transactions are closely watched as they may provide signals about the company’s prospects.

Investment Motivations:

Several factors attract investors to CBIZ, Inc.:

• Growth Prospects: CBIZ, Inc. operates in the financial services industry, which has shown consistent growth. Investors may be attracted to CBIZ, Inc.’s potential to expand its market share and increase revenue.
• Market Position: CBIZ, Inc. has established itself as a significant player in providing professional services, including accounting, tax, and advisory services. Its strong market position can provide a competitive advantage.

Investment Strategies:

The strategies employed by investors in CBIZ, Inc. can vary widely:

• Long-Term Holding: Many institutional investors adopt a long-term holding strategy, maintaining their positions for extended periods to benefit from the company's sustained growth and dividend payouts.
• Short-Term Trading: Hedge funds and some retail investors may engage in short-term trading, aiming to profit from short-term price fluctuations.
• Value Investing: Some investors may view CBIZ, Inc. as undervalued, believing that the stock price does not fully reflect the company's intrinsic worth. These investors buy the stock with the expectation that the market will eventually recognize its true value.

To further illustrate the ownership structure, consider the following hypothetical breakdown of CBIZ, Inc.’s shareholding:

Understanding the composition and strategies of CBIZ, Inc.'s investor base is crucial for assessing market sentiment and predicting potential stock performance. Different investor types bring different expectations and behaviors to the market, influencing the stock's volatility and long-term trajectory.

To gain more insights into the company's background, explore: CBIZ, Inc. (CBZ): History, Ownership, Mission, How It Works & Makes Money

CBIZ, Inc. (CBZ) Institutional Ownership and Major Shareholders of CBIZ, Inc. (CBZ)

Institutional ownership in CBIZ, Inc. (CBZ) reflects the degree of confidence that large financial entities have in the company's performance and future prospects. These institutions, which include mutual funds, pension funds, hedge funds, and insurance companies, manage significant capital and can influence stock prices through their trading activities.

As of March 31, 2024, a notable percentage of CBIZ Inc.'s stock is held by institutional investors. According to the latest data, institutional investors own approximately 88.30% of CBIZ's outstanding shares. This indicates a strong institutional interest in the company.

Here are some of the top institutional holders and their positions in CBIZ, Inc. (CBZ):

• BlackRock Fund Advisors: Holding 1,834,859 shares, representing 3.628% of the company.
• The Vanguard Group, Inc.: Holding 4,639,240 shares, representing 9.171% of the company.
• JPMorgan Investment Management, Inc.: Holding 300,315 shares, representing 0.594% of the company.
• Dimensional Fund Advisors LP: Holding 2,745,342 shares, representing 5.429% of the company.
• State Street Global Advisors, Inc.: Holding 1,915,073 shares, representing 3.787% of the company.

These major shareholders collectively hold a substantial portion of CBIZ's stock, underscoring the company's appeal to large institutional investors.

Changes in institutional ownership can provide insights into the evolving sentiment surrounding a stock. Recent transactions by major holders can signal confidence or concern about the company's direction.

Examining recent filings, we can observe the following changes:

• Increase in holdings: Some institutional investors have increased their positions in CBIZ, indicating a bullish outlook. For example, The Vanguard Group, Inc. added 10,751 shares in the first quarter of 2024.
• Decrease in holdings: Conversely, other institutions have reduced their stakes, which could reflect concerns about valuation or growth prospects. For instance, BlackRock Fund Advisors decreased their position by 15,999 shares during the same period.

These adjustments in holdings reflect the dynamic nature of institutional investment and the continuous evaluation of CBIZ's potential.

Institutional investors play a crucial role in shaping a company's stock price and influencing its strategic decisions. Their actions can drive trading volume and impact market sentiment.

Key impacts of institutional investors include:

• Price stability: Large institutional holdings can reduce stock price volatility due to their long-term investment horizons.
• Corporate governance: Institutional investors often engage with company management on issues such as executive compensation and corporate strategy.
• Market efficiency: Their research and analysis contribute to a more efficient market by incorporating fundamental data into stock prices.

The presence of significant institutional ownership in CBIZ, Inc. (CBZ) underscores the importance of understanding these investors' roles and their potential impact on the company’s future. For more insights into CBIZ's values and goals, refer to: Mission Statement, Vision, & Core Values of CBIZ, Inc. (CBZ).

Below is a detailed table summarizing the ownership structure of CBIZ, Inc. (CBZ) as of March 31, 2024:

This data provides a clear picture of the major players influencing CBIZ's stock and their respective stakes in the company.

CBIZ, Inc. (CBZ) Key Investors and Their Impact on CBIZ, Inc. (CBZ)

Understanding the investor profile of CBIZ, Inc. (CBZ) provides valuable insights into the company's stability, growth potential, and strategic direction. Key investors can significantly influence company decisions and stock movements through their holdings and actions.

While specific details on all key investors and their direct impact can fluctuate and are often proprietary, we can analyze the general landscape of institutional ownership and significant shareholders to infer potential influences. Institutional investors, mutual funds, and hedge funds often play a crucial role in shaping a company's trajectory.

Here are some potential impacts of key investors:

• Strategic Direction: Large institutional investors can engage with the management team to influence strategic decisions, such as mergers, acquisitions, and divestitures.
• Corporate Governance: Investors can push for changes in corporate governance practices, including board composition, executive compensation, and shareholder rights.
• Stock Performance: Significant buying or selling activity by major investors can impact the stock price, creating opportunities or challenges for other shareholders.
• Activism: Activist investors may seek to implement specific changes within the company to unlock value, such as cost-cutting measures, asset sales, or strategic shifts.

To gain a clearer picture of investor influence, one might consider:

• Analyzing the top institutional holders of CBIZ, Inc. (CBZ) stock.
• Monitoring SEC filings (e.g., 13F filings) to track changes in ownership by major investors.
• Reviewing proxy statements for shareholder proposals and voting results.
• Following news and reports related to investor activism or engagement with CBIZ, Inc. (CBZ).

Recent moves by investors, such as acquiring or divesting large stakes, can signal confidence or concern about the company's prospects. Activist investors may also publicly announce their positions and strategies, further influencing market perception.

Here is a hypothetical example of how investor data might be presented (note that this is for illustrative purposes only and does not reflect actual CBIZ, Inc. (CBZ) investor data):

Keep in mind that ownership percentages and recent activities are constantly evolving, and it is essential to consult reliable financial data sources for the most up-to-date information.

Understanding CBIZ, Inc. (CBZ)'s mission, vision, and core values can further illuminate what attracts and retains its investors. More information can be found at Mission Statement, Vision, & Core Values of CBIZ, Inc. (CBZ).

CBIZ, Inc. (CBZ) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions is crucial for gauging the potential future performance of CBIZ, Inc. (CBZ). Shifts in major shareholdings, analyst perspectives, and overall market behavior can provide valuable insights into the company's trajectory.

Institutional investors often play a significant role in shaping a company's stock performance. According to recent data, key institutional holders and their recent activities include:

• BlackRock Fund Advisors: Held 1,874,899 shares as of December 30, 2024.
• The Vanguard Group, Inc.: Held 1,678,897 shares as of December 30, 2024.
• Dimensional Fund Advisors LP: Held 789,428 shares as of December 30, 2024.

These large positions can influence market sentiment, as significant changes in their holdings are often seen as signals by other investors. For instance, an increase in holdings by a major institutional investor might be interpreted as a positive sign, potentially driving up the stock price. Conversely, a decrease could suggest concerns about the company's prospects.

Recent market reactions to CBIZ, Inc. (CBZ) have been influenced by a variety of factors, including earnings reports, industry trends, and broader economic conditions. Monitoring these reactions can offer insights into how the market perceives the company's value and potential.

Analyst perspectives provide additional context for understanding CBIZ, Inc. (CBZ)'s future. Analysts evaluate various aspects of the company, including financial performance, competitive positioning, and growth opportunities, to offer insights and recommendations.

For example, considering analyst ratings and price targets can be useful. Keep in mind that analyst ratings can range from 'strong buy' to 'sell,' reflecting their overall sentiment toward the stock. Price targets represent analysts' expectations for the stock's future value, based on their assessment of the company's fundamentals and market conditions.

To get a deeper understanding of CBIZ, Inc. (CBZ)'s financial standing, consider exploring additional resources such as: Breaking Down CBIZ, Inc. (CBZ) Financial Health: Key Insights for Investors.

Here's a snapshot of insider trading activities, which can sometimes reflect management's perspective on the company's valuation:

Note: This data is based on the most recent filings and may not represent all insider activity.

Understanding these different facets of investor behavior—institutional holdings, market reactions, and analyst perspectives—is essential for anyone looking to make informed decisions about CBIZ, Inc. (CBZ).