CBIZ, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/13/2024 | 4.67 M | $314.42 M | 0.72% | 9.32% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 11/13/2024 | 3.93 M | $264.58 M | 3.00% | 7.84% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 3.63 M | $244.21 M | 100.00% | 7.24% |
| MORGAN STANLEY | 11/14/2024 | 3.11 M | $209.59 M | 5.69% | 6.21% |
| BURGUNDY ASSET MANAGEMENT LTD. | 11/12/2024 | 2.05 M | $137.95 M | -7.65% | 4.09% |
| P2 CAPITAL PARTNERS, LLC | 11/14/2024 | 1.80 M | $121.16 M | 63.09% | 3.59% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 1.50 M | $100.71 M | -7.24% | 2.98% |
| STATE STREET CORP | 11/14/2024 | 1.13 M | $76.09 M | 0.94% | 2.26% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 10/18/2024 | 1.13 M | $75.75 M | 1.02% | 2.25% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 1.11 M | $74.64 M | 1.06% | 2.21% |
| BLOOMBERGSEN INC. | 10/31/2024 | 1.04 M | $70.00 M | 0.00% | 2.07% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 11/14/2024 | 865,917 | $58.27 M | -1.37% | 1.73% |
| CAPITAL WORLD INVESTORS | 11/13/2024 | 824,800 | $55.50 M | 0.18% | 1.64% |
| GW&K INVESTMENT MANAGEMENT, LLC | 11/07/2024 | 818,228 | $55.06 M | -2.56% | 1.63% |
| PREMIER FUND MANAGERS LTD | 11/08/2024 | 813,698 | $54.38 M | 14.01% | 1.62% |
| NEUBERGER BERMAN GROUP LLC | 11/14/2024 | 811,156 | $54.58 M | -31.79% | 1.62% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2024 | 758,510 | $51.04 M | -2.45% | 1.51% |
| JPMORGAN CHASE & CO | 11/08/2024 | 704,888 | $47.43 M | 7.47% | 1.41% |
| FMR LLC | 11/13/2024 | 594,660 | $40.01 M | 27.38% | 1.19% |
| GRANITE INVESTMENT PARTNERS, LLC | 11/12/2024 | 584,378 | $39.32 M | 0.60% | 1.17% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 525,330 | $35.35 M | 1.92% | 1.05% |
| MACQUARIE GROUP LTD | 11/14/2024 | 472,851 | $31.82 M | -8.49% | 0.94% |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | 11/13/2024 | 445,200 | $29.96 M | -32.77% | 0.89% |
| FENIMORE ASSET MANAGEMENT INC | 11/14/2024 | 432,431 | $29.10 M | -3.59% | 0.86% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 417,744 | $28.11 M | 1.26% | 0.83% |
| BLAIR WILLIAM & CO/IL | 11/12/2024 | 405,842 | $27.31 M | 33.06% | 0.81% |
| BESSEMER GROUP INC | 11/12/2024 | 400,204 | $26.93 M | 17.29% | 0.80% |
| ARTEMIS INVESTMENT MANAGEMENT LLP | 10/08/2024 | 332,534 | $22.38 M | 22.81% | 0.66% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 306,918 | $20.65 M | -14.47% | 0.61% |
| INVESCO LTD. | 11/12/2024 | 299,114 | $20.13 M | 44.96% | 0.60% |
| HANDELSBANKEN FONDER AB | 10/04/2024 | 292,000 | $19.65 M | 2,333.33% | 0.58% |
| GENEVA CAPITAL MANAGEMENT LLC | 11/05/2024 | 282,914 | $19.04 M | 100.00% | 0.56% |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 11/14/2024 | 268,009 | $18.03 M | -21.20% | 0.53% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 264,346 | $17.79 M | 61.44% | 0.53% |
| SUMMIT CREEK ADVISORS LLC | 11/12/2024 | 253,641 | $17.07 M | 17.01% | 0.51% |
| MAWER INVESTMENT MANAGEMENT LTD. | 11/07/2024 | 205,628 | $13.84 M | -74.02% | 0.41% |
| ROYCE & ASSOCIATES LP | 11/06/2024 | 195,181 | $13.13 M | 0.00% | 0.39% |
| ROYAL BANK OF CANADA | 11/14/2024 | 193,496 | $13.02 M | 12.41% | 0.39% |
| FIERA CAPITAL CORP | 11/01/2024 | 178,355 | $12.00 M | 1.99% | 0.36% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 150,699 | $10.14 M | -19.63% | 0.30% |
| BANCREEK CAPITAL MANAGEMENT, LP | 11/05/2024 | 150,212 | $10.11 M | 49.34% | 0.30% |
| FIRST MANHATTAN CO. LLC. | 11/14/2024 | 146,130 | $9.83 M | -0.19% | 0.29% |
| BANK JULIUS BAER & CO. LTD, ZURICH | 11/14/2024 | 132,924 | $9.06 M | 14,970.75% | 0.27% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 131,511 | $8.85 M | -22.04% | 0.26% |
| SEGALL BRYANT & HAMILL, LLC | 11/08/2024 | 123,899 | $8.34 M | -3.92% | 0.25% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 11/15/2024 | 120,155 | $8.09 M | 11.99% | 0.24% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 108,459 | $7.30 M | 1.04% | 0.22% |
| EDGESTREAM PARTNERS, L.P. | 11/14/2024 | 105,842 | $7.12 M | 24.61% | 0.21% |
| TWO SIGMA ADVISERS, LP | 11/14/2024 | 98,823 | $6.65 M | -1.79% | 0.20% |
| CITADEL ADVISORS LLC | 11/14/2024 | 91,790 | $6.18 M | 100.00% | 0.18% |
CBIZ, Inc.institutional Ownership - FAQ's
During the previous two years, 369 institutional investors and hedge funds held shares of CBIZ, Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 4.67 M
Capital Research Global Investors: 3.93 M
BlackRock Funding, Inc. /DE: 3.63 M
MORGAN STANLEY: 3.11 M
Burgundy Asset Management Ltd.: 2.05 M
P2 Capital Partners, LLC: 1.8 M
88.65% of CBIZ, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 57.59 M shares in the last 24 months. This purchase volume represents approximately $4.68 B in transactions.