CBZ Institutional Ownership
CBIZ, Inc.
1W: -0.1%
1M: +0.2%
3M: -0.1%
YTD: +7.9%
1Y: +2.9%
3Y: +6.3%
5Y: +56.8%
$54.82
-0.03 (-0.05%)
Weekly Expected Move ±0.1%
$55
$55
$55
$55
$55
Credit Risk of going bust: higher than 67% of companies Debt: 32.5% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $2.60 (down 95%), CBIZ, Inc. would be worth roughly what it owes.
Total debt $1.45B against a stock market value of $3.01B.
Distance to default 3.67 (Merton model): prices to 2026-10-26, balance sheet 2026-09-30, debt counted $775.1M (short-term plus half of long-term), stock volatility 52.1%; Altman Z'' 1.67. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $2.60 (down 95%), CBIZ, Inc. would be worth roughly what it owes.
Total debt $1.45B against a stock market value of $3.01B.
Distance to default 3.67 (Merton model): prices to 2026-10-26, balance sheet 2026-09-30, debt counted $775.1M (short-term plus half of long-term), stock volatility 52.1%; Altman Z'' 1.67. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — CBZ
309
Institutional Holders
-13 vs prior quarter
0.0%
Ownership
+0.00pp
$2B
Total Invested
49
New Positions
104
Increased
111
Reduced
45
Closed
0.67
Put/Call Ratio
Ownership Trends
Top Institutional Holders (76 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | CALIFORNIA STATE TEACHERS RETIREMENT S | 1,974,492 | $108M | +1,911,382 | +3028.7% | 2Q | SEC ↗ |
| 2 | STATE STREET CORP NEW | 1,244,553 | $68M | +1,244,553 | — | 1Q | SEC ↗ |
| 3 | FENIMORE ASSET MANAGEMENT INC NEW | 681,628 | $37M | +681,628 | — | 1Q | SEC ↗ |
| 4 | AMERIPRISE FINANCIAL INC NEW | 600,955 | $33M | +600,955 | — | 1Q | SEC ↗ |
| 5 | GOLDMAN SACHS GROUP INC NEW | 588,686 | $32M | +588,686 | — | 1Q | SEC ↗ |
| 6 | Allianz Asset Management GmbH NEW | 544,846 | $30M | +544,846 | — | 1Q | SEC ↗ |
| 7 | WATERS PARKERSON & CO., LLC NEW | 515,707 | $28M | +515,707 | — | 1Q | SEC ↗ |
| 8 | MONTRUSCO BOLTON INVESTMENTS INC. NEW | 342,221 | $19M | +342,221 | — | 1Q | SEC ↗ |
| 9 | GatePass Capital, LLC | 258,877 | $14M | +160,714 | +163.7% | 2Q | SEC ↗ |
| 10 | Corient Private Wealth LP NEW | 167,780 | $9M | +167,780 | — | 1Q | SEC ↗ |
| 11 | Cygnus Capital Advisors, LLC NEW | 163,214 | $9M | +163,214 | — | 1Q | SEC ↗ |
| 12 | Summit Creek Advisors LLC NEW | 123,551 | $7M | +123,551 | — | 1Q | SEC ↗ |
| 13 | ALGERT GLOBAL LLC NEW | 74,865 | $4M | +74,865 | — | 1Q | SEC ↗ |
| 14 | MARSHALL WACE, LLP NEW | 74,383 | $4M | +74,383 | — | 1Q | SEC ↗ |
| 15 | ENVESTNET ASSET MANAGEMENT INC NEW | 41,544 | $2M | +41,544 | — | 1Q | SEC ↗ |
| 16 | HSBC HOLDINGS PLC NEW | 41,460 | $2M | +41,460 | — | 1Q | SEC ↗ |
| 17 | Mariner, LLC NEW | 39,879 | $2M | +39,879 | — | 1Q | SEC ↗ |
| 18 | NEW YORK STATE COMMON RETIREMENT FUND NEW | 36,206 | $2M | +36,206 | — | 1Q | SEC ↗ |
| 19 | Transmarket Holdings LP NEW | 34,897 | $2M | +34,897 | — | 1Q | SEC ↗ |
| 20 | MERCER GLOBAL ADVISORS INC /ADV NEW | 34,561 | $2M | +34,561 | — | 1Q | SEC ↗ |
| 21 | CITADEL ADVISORS LLC NEW | 34,235 | $2M | +34,235 | — | 1Q | SEC ↗ |
| 22 | WELLS FARGO & COMPANY/MN NEW | 33,919 | $2M | +33,919 | — | 1Q | SEC ↗ |
| 23 | Pathstone Holdings, LLC NEW | 26,554 | $1M | +26,554 | — | 1Q | SEC ↗ |
| 24 | MANUFACTURERS LIFE INSURANCE COMPANY, | 24,139 | $1M | +1,882 | +8.5% | 2Q | SEC ↗ |
| 25 | ELEVATION POINT WEALTH PARTNERS, LLC NEW | 23,059 | $1M | +23,059 | — | 1Q | SEC ↗ |
| 26 | CITIZENS FINANCIAL GROUP INC/RI NEW | 19,926 | $1M | +19,926 | — | 1Q | SEC ↗ |
| 27 | Callan Family Office, LLC NEW | 18,553 | $1M | +18,553 | — | 1Q | SEC ↗ |
| 28 | LETSON INVESTMENT MANAGEMENT, INC. | 16,020 | $878K | — | +0.0% | 2Q | SEC ↗ |
| 29 | Handelsbanken Fonder AB NEW | 13,900 | $762K | +13,900 | — | 1Q | SEC ↗ |
| 30 | STATE BOARD OF ADMINISTRATION OF FLORI NEW | 13,619 | $747K | +13,619 | — | 1Q | SEC ↗ |
| 31 | Ensign Peak Advisors, Inc NEW | 12,998 | $713K | +12,998 | — | 1Q | SEC ↗ |
| 32 | INTECH INVESTMENT MANAGEMENT LLC NEW | 12,680 | $695K | +12,680 | — | 1Q | SEC ↗ |
| 33 | QUADRANT CAPITAL GROUP LLC NEW | 12,093 | $663K | +12,093 | — | 1Q | SEC ↗ |
| 34 | Inspire Investing, LLC NEW | 11,613 | $637K | +11,613 | — | 1Q | SEC ↗ |
| 35 | Caprock Group, LLC NEW | 11,498 | $630K | +11,498 | — | 1Q | SEC ↗ |
| 36 | Oakmont Investment Advisors, Inc. NEW | 11,080 | $607K | +11,080 | — | 1Q | SEC ↗ |
| 37 | NORDEN GROUP LLC NEW | 10,625 | $582K | +10,625 | — | 1Q | SEC ↗ |
| 38 | EVERGREEN CAPITAL MANAGEMENT LLC NEW | 10,012 | $549K | +10,012 | — | 1Q | SEC ↗ |
| 39 | Helium Advisors LLC NEW | 8,100 | $444K | +8,100 | — | 1Q | SEC ↗ |
| 40 | Merit Financial Group, LLC NEW | 7,005 | $384K | +7,005 | — | 1Q | SEC ↗ |
| 41 | HHM Wealth Advisors, LLC | 7,000 | $384K | +3,000 | +75.0% | 2Q | SEC ↗ |
| 42 | ProShare Advisors LLC NEW | 6,444 | $353K | +6,444 | — | 1Q | SEC ↗ |
| 43 | Ifrah Financial Services, Inc. NEW | 4,613 | $253K | +4,613 | — | 1Q | SEC ↗ |
| 44 | Revolve Wealth Partners, LLC NEW | 4,260 | $234K | +4,260 | — | 1Q | SEC ↗ |
| 45 | State of Alaska, Department of Revenue | 3,540 | $194K | — | +0.0% | 2Q | SEC ↗ |
| 46 | Versant Capital Management, Inc | 3,486 | $191K | -9 | -0.3% | 3Q | SEC ↗ |
| 47 | Fulcrum Asset Management LLP NEW | 2,815 | $154K | +2,815 | — | 1Q | SEC ↗ |
| 48 | SIGNATUREFD, LLC NEW | 2,652 | $145K | +2,652 | — | 1Q | SEC ↗ |
| 49 | NISA INVESTMENT ADVISORS, LLC NEW | 2,629 | $144K | +2,629 | — | 1Q | SEC ↗ |
| 50 | Allworth Financial LP NEW | 2,568 | $141K | +2,568 | — | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| STATE STREET CORP | 1,244,553 | $68M |
| FENIMORE ASSET MANAGEMENT INC | 681,628 | $37M |
| AMERIPRISE FINANCIAL INC | 600,955 | $33M |
| GOLDMAN SACHS GROUP INC | 588,686 | $32M |
| Allianz Asset Management GmbH | 544,846 | $30M |
| WATERS PARKERSON & CO., LLC | 515,707 | $28M |
| MONTRUSCO BOLTON INVESTMENTS INC. | 342,221 | $19M |
| Corient Private Wealth LP | 167,780 | $9M |
| Cygnus Capital Advisors, LLC | 163,214 | $9M |
| Summit Creek Advisors LLC | 123,551 | $7M |
| ALGERT GLOBAL LLC | 74,865 | $4M |
| MARSHALL WACE, LLP | 74,383 | $4M |
| ENVESTNET ASSET MANAGEMENT INC | 41,544 | $2M |
| HSBC HOLDINGS PLC | 41,460 | $2M |
| Mariner, LLC | 39,879 | $2M |
| NEW YORK STATE COMMON RETIREMENT FU | 36,206 | $2M |
| Transmarket Holdings LP | 34,897 | $2M |
| MERCER GLOBAL ADVISORS INC /ADV | 34,561 | $2M |
| CITADEL ADVISORS LLC | 34,235 | $2M |
| WELLS FARGO & COMPANY/MN | 33,919 | $2M |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (8)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CALIFORNIA STATE TEACHERS RETIREMEN | +1,911,382 | +3028.7% | 1,974,492 |
| GatePass Capital, LLC | +160,714 | +163.7% | 258,877 |
| HHM Wealth Advisors, LLC | +3,000 | +75.0% | 7,000 |
| MANUFACTURERS LIFE INSURANCE COMPAN | +1,882 | +8.5% | 24,139 |
| Nvest Wealth Strategies, Inc. | +200 | +160.0% | 325 |
| Parkside Financial Bank & Trust | +166 | +21.8% | 928 |
| GAMMA Investing LLC | +111 | +5.8% | 2,027 |
| Avion Wealth | +26 | +29.9% | 113 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Parkside Financial Bank & Trust | -61 | -8.0% | 701 |
| IFP Advisors, Inc | -48 | -94.1% | 3 |
| Farther Finance Advisors, LLC | -46 | -4.8% | 913 |
| Versant Capital Management, Inc | -9 | -0.3% | 3,486 |