Cbiz Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FMR LLC | 02/17/2026 | 7.13 M | $359.86 M | 136.01% | 11.21% |
| 02/17/2026 | 3.20 M | $161.55 B | 100.00% | 5.03% | |
| P2 CAPITAL PARTNERS, LLC | 02/17/2026 | 1.77 M | $89.47 M | 3.32% | 2.79% |
| DURABLE CAPITAL PARTNERS LP | 02/17/2026 | 1.63 M | $82.33 M | -58.42% | 2.57% |
| NORTHERN TRUST CORP | 02/17/2026 | 910.74 K | $45.95 M | -2.47% | 1.43% |
| JANUS HENDERSON GROUP PLC | 02/17/2026 | 910.71 K | $45.95 M | -4.00% | 1.43% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 02/17/2026 | 874.55 K | $44.12 M | -5.58% | 1.37% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 442.14 K | $22.31 M | 0.13% | 0.70% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/17/2026 | 440.51 K | $22.22 M | 21.38% | 0.69% |
| ROYAL BANK OF CANADA | 02/17/2026 | 348.80 K | $17.60 M | -38.78% | 0.55% |
| CITADEL ADVISORS LLC | 02/17/2026 | 307.71 K | $15.52 M | -50.61% | 0.48% |
| MACQUARIE MANAGEMENT HOLDINGS, INC. | 02/17/2026 | 228.95 K | $11.55 B | 100.00% | 0.36% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/17/2026 | 166.98 K | $8.42 M | 170.78% | 0.26% |
| BLAIR WILLIAM & CO/IL | 02/17/2026 | 149.36 K | $7.54 M | -57.66% | 0.23% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 02/17/2026 | 139.61 K | $7.04 M | 4.67% | 0.22% |
| FIRST MANHATTAN CO. LLC. | 02/17/2026 | 138.22 K | $6.97 M | 0.00% | 0.22% |
| MORGAN STANLEY | 02/13/2026 | 3.25 M | $164.03 M | -4.40% | 5.11% |
| STATE STREET CORP | 02/13/2026 | 1.15 M | $57.96 M | -0.52% | 1.81% |
| SUNRIVER MANAGEMENT LLC | 02/13/2026 | 989.35 K | $49.91 M | 65.79% | 1.56% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 535.29 K | $27.01 M | 2.00% | 0.84% |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 02/13/2026 | 183.59 K | $9.26 M | -3.91% | 0.29% |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 02/13/2026 | 157.84 K | $7.96 M | -31.03% | 0.25% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/13/2026 | 111.68 K | $5.63 M | 8.01% | 0.18% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 104.26 K | $5.26 M | 480.15% | 0.16% |
| BLACKROCK, INC. | 02/12/2026 | 3.60 M | $181.53 M | 1.62% | 5.66% |
| BANK OF MONTREAL /CAN/ | 02/12/2026 | 2.25 M | $113.60 M | 100.00% | 3.54% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 589.68 K | $29.75 M | -4.00% | 0.93% |
| WATERS PARKERSON & CO., LLC | 02/12/2026 | 437.25 K | $22.06 M | 5.49% | 0.69% |
| GENEVA CAPITAL MANAGEMENT LLC | 02/12/2026 | 399.63 K | $20.16 M | -7.68% | 0.63% |
| GRANITE INVESTMENT PARTNERS, LLC | 02/12/2026 | 302.97 K | $15.28 M | 2.29% | 0.48% |
| NUVEEN, LLC | 02/12/2026 | 113.34 K | $5.72 M | -2.03% | 0.18% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 02/11/2026 | 2.91 M | $147.04 M | -0.23% | 4.58% |
| CAPITAL WORLD INVESTORS | 02/11/2026 | 919.90 K | $46.41 M | -0.04% | 1.45% |
| GW&K INVESTMENT MANAGEMENT, LLC | 02/11/2026 | 779.03 K | $39.30 M | 2.85% | 1.22% |
| DEUTSCHE BANK AG\ | 02/11/2026 | 251.62 K | $12.69 M | 4.08% | 0.40% |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | 02/11/2026 | 101.59 K | $5.12 M | -1.41% | 0.16% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 635.43 K | $32.06 M | 106.05% | 1.00% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 141.57 K | $7.14 M | -9.70% | 0.22% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 1.15 M | $57.80 M | -0.35% | 1.80% |
| ROYCE & ASSOCIATES LP | 02/09/2026 | 659.14 K | $33.25 M | 389.33% | 1.04% |
| WCM INVESTMENT MANAGEMENT, LLC | 02/09/2026 | 274.63 K | $14.09 M | -1.55% | 0.43% |
| BLOOMBERGSEN INC. | 02/06/2026 | 1.03 M | $51.88 M | -7.18% | 1.62% |
| HANDELSBANKEN FONDER AB | 02/06/2026 | 562.00 K | $28.35 M | -24.77% | 0.88% |
| SUMMIT CREEK ADVISORS LLC | 02/06/2026 | 264.18 K | $13.33 M | -7.07% | 0.42% |
| PREMIER FUND MANAGERS LTD | 02/03/2026 | 614.52 K | $31.52 M | -24.59% | 0.97% |
| FENIMORE ASSET MANAGEMENT INC | 02/02/2026 | 452.59 K | $22.83 M | -0.60% | 0.71% |
| VANGUARD GROUP INC | 01/29/2026 | 4.84 M | $244.06 M | -1.04% | 7.61% |
| MONTRUSCO BOLTON INVESTMENTS INC. | 01/29/2026 | 295.12 K | $14.89 M | 6.61% | 0.46% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/15/2026 | 977.05 K | $49.63 M | 18.94% | 1.54% |
| SG AMERICAS SECURITIES, LLC | 01/09/2026 | 706.71 K | $35.65 M | 100.00% | 1.11% |
Cbiz Inc institutional Ownership - FAQ's
During the previous two years, 378 institutional investors and hedge funds held shares of Cbiz Inc. The most heavily invested institutionals were:
FMR LLC: 7.13 M
VANGUARD GROUP INC: 4.84 M
BlackRock, Inc.: 3.6 M
MORGAN STANLEY: 3.25 M
Capital Research Global Investors: 2.91 M
BANK OF MONTREAL /CAN/: 2.25 M
85.14% of Cbiz Inc stock is owned by institutional investors.
Institutional investors have bought a total of 67.75 M shares in the last 24 months. This purchase volume represents approximately $1.97 B in transactions.