Creative Planning - CBIZ INC ownership

CBIZ INC's ticker is CBZ and the CUSIP is 124805102. A total of 227 filers reported holding CBIZ INC in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 0.2%.

Quarter-by-quarter ownership
Creative Planning ownership history of CBIZ INC
ValueSharesWeighting
Q2 2024$1,180,561
+0.8%
15,932
+6.8%
0.00%0.0%
Q1 2024$1,171,220
+69.5%
14,920
+35.2%
0.00%0.0%
Q4 2023$690,931
+25.8%
11,039
+4.3%
0.00%0.0%
Q3 2023$549,362
+5.4%
10,585
+8.2%
0.00%0.0%
Q2 2023$521,025
+16.3%
9,779
+8.0%
0.00%0.0%
Q1 2023$448,033
+60.5%
9,053
+52.0%
0.00%
Q4 2022$279,085
+469.6%
5,957
+83.3%
0.00%
Q2 2017$49,000
+11.4%
3,2500.0%0.00%
Q1 2017$44,000
-32.3%
3,250
-31.6%
0.00%
Q4 2016$65,000
+80.6%
4,750
+46.2%
0.00%
Q3 2016$36,000
+300.0%
3,250
+286.9%
0.00%
Q2 2016$9,000
+12.5%
8400.0%0.00%
Q1 2016$8,0000.0%8400.0%0.00%
Q4 2015$8,0000.0%8400.0%0.00%
Q3 2015$8,000
-73.3%
840
-73.5%
0.00%
Q1 2015$30,000
+50.0%
3,172
+33.7%
0.00%
Q4 2014$20,000
-25.9%
2,372
-29.7%
0.00%
Q3 2014$27,000
+42.1%
3,372
+57.6%
0.00%
Q2 2014$19,000
-5.0%
2,1400.0%0.00%
Q1 2014$20,000
+66.7%
2,140
+59.7%
0.00%
Q4 2013$12,000
+140.0%
1,340
+109.4%
0.00%
Q3 2013$5,0000.0%640
-13.5%
0.00%
Q2 2013$5,0007400.00%
Other shareholders
CBIZ INC shareholders Q1 2023
NameSharesValueWeighting ↓
P2 Capital Partners, LLC 2,268,265$16,876,0002.47%
SKYLINE ASSET MANAGEMENT LP 1,582,675$11,775,0001.83%
Dean Capital Management 12,641$94,0001.40%
CARDINAL CAPITAL MANAGEMENT LLC /CT 2,394,291$17,814,0001.10%
LOMBARDIA CAPITAL PARTNERS LLC 4,048,052$30,118,0000.97%
INVESTMENT COUNSELORS OF MARYLAND LLC 2,217,900$16,501,0000.70%
Burgundy Asset Management Ltd. 5,036,410$37,471,0000.59%
DEAN INVESTMENT ASSOCIATES, LLC 220,225$1,638,0000.43%
FIRST MANHATTAN CO. LLC. 3,064,667$22,801,0000.16%
Tradewinds Global Investors, LLC 608,621$4,528,0000.12%
View complete list of CBIZ INC shareholders