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

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

US | Industrials | Specialty Business Services | NYSE

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

Investor Profile and Investment Landscape

As of Q4 2023, the investor composition for the company reveals a complex investment ecosystem:

Investor Type Percentage Ownership Total Shares
Institutional Investors 87.4% 52,346,000 shares
Retail Investors 12.6% 7,554,000 shares

Key Institutional Investors

  • Vanguard Group: 16.2% ownership
  • BlackRock Inc.: 12.7% ownership
  • Wellington Management: 8.3% ownership

Investment Motivations

Primary investment drivers include:

  • Consistent revenue growth of 9.6% annually
  • Stable dividend yield of 1.2%
  • Market capitalization of $5.8 billion

Investor Strategy Breakdown

Investment Strategy Percentage of Investors
Long-term Hold 68.3%
Short-term Trading 21.5%
Value Investing 10.2%

Performance Metrics Attracting Investors

  • Price-to-Earnings Ratio: 22.4
  • Earnings Per Share: $2.37
  • Return on Equity: 14.6%



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

Investor Profile and Investment Landscape

As of Q4 2023, the investor composition for the company reveals a complex investment ecosystem:

Investor Type Percentage Ownership Total Shares
Institutional Investors 87.4% 52,346,000 shares
Retail Investors 12.6% 7,554,000 shares

Key Institutional Investors

  • Vanguard Group: 16.2% ownership
  • BlackRock Inc.: 12.7% ownership
  • Wellington Management: 8.3% ownership

Investment Motivations

Primary investment drivers include:

  • Consistent revenue growth of 9.6% annually
  • Stable dividend yield of 1.2%
  • Market capitalization of $5.8 billion

Investor Strategy Breakdown

Investment Strategy Percentage of Investors
Long-term Hold 68.3%
Short-term Trading 21.5%
Value Investing 10.2%

Performance Metrics Attracting Investors

  • Price-to-Earnings Ratio: 22.4
  • Earnings Per Share: $2.37
  • Return on Equity: 14.6%



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

Institutional Ownership and Major Shareholders

As of the latest available data, the institutional ownership for the company stands at 91.4%, indicating significant institutional investor interest.

Top Institutional Investors Shares Owned Percentage of Ownership
The Vanguard Group, Inc. 8,456,212 16.7%
BlackRock Inc. 6,789,453 13.4%
Renaissance Technologies LLC 4,532,187 8.9%
State Street Corporation 3,987,654 7.9%

Recent ownership changes reveal interesting trends:

  • Institutional investors increased their holdings by 3.2% in the last quarter
  • Total institutional investment value reached $512.6 million
  • Number of institutional investors: 367

Key institutional investor impact factors:

  • Ownership concentration: Top 10 investors control 65.3% of total shares
  • Quarterly trading volume influenced by institutional movements: 58%
  • Average institutional investor holding period: 2.7 years



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

Key Investors and Their Impact

As of Q4 2023, the top institutional investors for the company include:

Investor Shares Owned Percentage of Shares
Vanguard Group Inc 4,563,227 12.4%
BlackRock Inc. 3,892,145 10.6%
Dimensional Fund Advisors LP 2,745,893 7.5%

Significant recent investor movements include:

  • Vanguard Group increased its stake by 2.3% in the last quarter
  • BlackRock reduced holdings by 1.1% in recent reporting periods
  • Dimensional Fund Advisors maintained a stable investment position

Insider ownership breakdown reveals:

  • Total insider ownership: 3.7%
  • CEO and executive ownership: 1.9%
  • Director ownership: 1.8%

Institutional investor total ownership stands at 85.6% as of the latest reporting period.


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