CBIZ, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | 11/26/2025 | 522.90 K | $27.69 M | -46.97% | 0.82% |
| DURABLE CAPITAL PARTNERS LP | 11/14/2025 | 3.93 M | $207.87 M | 100.00% | 6.18% |
| MORGAN STANLEY | 11/14/2025 | 3.40 M | $180.12 M | 4.64% | 5.35% |
| P2 CAPITAL PARTNERS, LLC | 11/14/2025 | 1.72 M | $90.90 M | -4.98% | 2.70% |
| STATE STREET CORP | 11/14/2025 | 1.15 M | $61.17 M | -4.61% | 1.82% |
| JANUS HENDERSON GROUP PLC | 11/14/2025 | 948.64 K | $50.24 M | 35.24% | 1.49% |
| NORTHERN TRUST CORP | 11/14/2025 | 933.82 K | $49.45 M | 4.06% | 1.47% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 11/14/2025 | 926.25 K | $49.05 M | 5.73% | 1.46% |
| CITADEL ADVISORS LLC | 11/14/2025 | 623.06 K | $33.00 M | 253.64% | 0.98% |
| ROYAL BANK OF CANADA | 11/14/2025 | 569.77 K | $30.18 M | 23.47% | 0.90% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 441.55 K | $23.38 M | -2.86% | 0.69% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2025 | 362.93 K | $19.22 M | -13.01% | 0.57% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 308.38 K | $16.33 M | -40.88% | 0.49% |
| JANE STREET GROUP, LLC | 11/14/2025 | 221.97 K | $11.76 M | 100.00% | 0.35% |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 11/14/2025 | 191.06 K | $10.12 M | 373.46% | 0.30% |
| SQUAREPOINT OPS LLC | 11/14/2025 | 183.42 K | $9.71 M | 100.00% | 0.29% |
| FIRST MANHATTAN CO. LLC. | 11/14/2025 | 138.22 K | $7.32 M | 4.50% | 0.22% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 11/14/2025 | 133.38 K | $7.06 M | 16.74% | 0.21% |
| UBS ASSET MANAGEMENT AMERICAS INC | 11/14/2025 | 103.39 K | $5.48 M | -40.19% | 0.16% |
| FMR LLC | 11/13/2025 | 3.02 M | $160.06 M | 62.41% | 4.76% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 11/13/2025 | 2.92 M | $154.71 M | -2.20% | 4.60% |
| CAPITAL WORLD INVESTORS | 11/13/2025 | 920.28 K | $48.74 M | -42.78% | 1.45% |
| SUNRIVER MANAGEMENT LLC | 11/13/2025 | 596.76 K | $31.60 M | 100.00% | 0.94% |
| INVESCO LTD. | 11/13/2025 | 580.73 K | $30.76 M | -3.68% | 0.91% |
| GENEVA CAPITAL MANAGEMENT LLC | 11/13/2025 | 432.88 K | $22.93 M | -3.80% | 0.68% |
| MACQUARIE GROUP LTD | 11/13/2025 | 394.10 K | $20.87 M | -8.21% | 0.62% |
| DEUTSCHE BANK AG\ | 11/13/2025 | 241.76 K | $12.80 M | 54.49% | 0.38% |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 11/13/2025 | 228.84 K | $12.12 M | -11.32% | 0.36% |
| BLACKROCK, INC. | 11/12/2025 | 3.54 M | $187.52 M | -6.57% | 5.57% |
| BURGUNDY ASSET MANAGEMENT LTD. | 11/12/2025 | 2.32 M | $149.45 M | -0.24% | 3.64% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 1.15 M | $60.89 M | -6.09% | 1.81% |
| GW&K INVESTMENT MANAGEMENT, LLC | 11/12/2025 | 757.43 K | $40.11 M | -1.58% | 1.19% |
| HANDELSBANKEN FONDER AB | 11/12/2025 | 747.00 K | $39.56 M | 61.69% | 1.18% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 614.23 K | $32.53 M | -8.22% | 0.97% |
| BLAIR WILLIAM & CO/IL | 11/12/2025 | 352.71 K | $18.68 M | -18.82% | 0.56% |
| MONTRUSCO BOLTON INVESTMENTS INC. | 11/12/2025 | 276.82 K | $14.66 M | 18.61% | 0.44% |
| ROYCE & ASSOCIATES LP | 11/12/2025 | 134.70 K | $7.13 M | -35.92% | 0.21% |
| NUVEEN, LLC | 11/12/2025 | 115.68 K | $6.13 M | -39.17% | 0.18% |
| PREMIER FUND MANAGERS LTD | 11/10/2025 | 814.87 K | $43.85 M | -0.45% | 1.28% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 524.82 K | $27.79 M | -5.48% | 0.83% |
| GRANITE INVESTMENT PARTNERS, LLC | 11/10/2025 | 296.18 K | $15.69 M | -31.75% | 0.47% |
| VANGUARD GROUP INC | 11/07/2025 | 4.89 M | $258.90 M | -3.79% | 7.69% |
| WCM INVESTMENT MANAGEMENT, LLC | 11/04/2025 | 278.96 K | $15.01 M | 100.00% | 0.44% |
| MAWER INVESTMENT MANAGEMENT LTD. | 11/04/2025 | 127.95 K | $6.78 M | -0.55% | 0.20% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 156.78 K | $8.30 M | -3.91% | 0.25% |
| BLOOMBERGSEN INC. | 10/29/2025 | 1.11 M | $58.67 M | -1.03% | 1.74% |
| WATERS PARKERSON & CO., LLC | 10/28/2025 | 414.48 K | $21.95 M | 3.96% | 0.65% |
| SUMMIT CREEK ADVISORS LLC | 10/24/2025 | 284.29 K | $15.06 M | -7.19% | 0.45% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 10/20/2025 | 821.48 K | $45.29 M | 9.02% | 1.29% |
| FENIMORE ASSET MANAGEMENT INC | 10/20/2025 | 455.34 K | $24.12 M | 5.31% | 0.72% |
CBIZ, Inc. institutional Ownership - FAQ's
During the previous two years, 389 institutional investors and hedge funds held shares of CBIZ, Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 4.89 M
Durable Capital Partners LP: 3.93 M
BlackRock, Inc.: 3.54 M
MORGAN STANLEY: 3.4 M
FMR LLC: 3.02 M
Capital Research Global Investors: 2.92 M
78.99% of CBIZ, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 64.63 M shares in the last 24 months. This purchase volume represents approximately $3.39 B in transactions.