Cbiz Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FMR LLC | 08/13/2026 | 8.05 M | $258.16 M | 7.14% | 13.08% |
| BLACKROCK, INC. | 08/07/2026 | 4.97 M | $159.49 M | 30.43% | 8.08% |
| BANK OF MONTREAL /CAN/ | 08/12/2026 | 3.45 M | $110.80 M | -1.54% | 5.61% |
| 22C CAPITAL LLC | 08/14/2026 | 3.20 M | $102.73 M | 0.00% | 5.20% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 2.26 M | $72.50 M | 5.28% | 3.67% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 2.25 M | $72.30 M | 8.73% | 3.66% |
| MORGAN STANLEY | 08/13/2026 | 1.49 M | $47.89 M | -25.68% | 2.43% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 1.26 M | $40.34 M | 8.45% | 2.04% |
| STATE STREET CORP | 08/07/2026 | 1.24 M | $39.93 M | 8.06% | 2.02% |
| P2 CAPITAL PARTNERS, LLC | 08/14/2026 | 1.14 M | $36.47 M | -0.32% | 1.85% |
| BLOOMBERGSEN INC. | 08/07/2026 | 1.07 M | $34.27 M | 7.47% | 1.74% |
| ROYCE & ASSOCIATES LP | 08/14/2026 | 992.77 K | $31.85 M | 20.21% | 1.61% |
| BOSTON PARTNERS | 08/04/2026 | 778.45 K | $25.69 M | 38.66% | 1.27% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 08/14/2026 | 736.32 K | $23.62 M | 27.04% | 1.20% |
| NORTHERN TRUST CORP | 08/13/2026 | 711.17 K | $22.81 M | -7.52% | 1.16% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 709.62 K | $22.76 M | 188.69% | 1.15% |
| FENIMORE ASSET MANAGEMENT INC | 07/14/2026 | 681.63 K | $21.87 M | -0.09% | 1.11% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 665.87 K | $21.36 M | 7.01% | 1.08% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 665.87 K | $21.36 M | 100.00% | 1.08% |
| DG CAPITAL MANAGEMENT, LLC | 08/12/2026 | 660.00 K | $21.17 M | 100.00% | 1.07% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 591.47 K | $18.97 M | -1.58% | 0.96% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 588.69 K | $18.89 M | -14.26% | 0.96% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 546.92 K | $17.55 M | 0.01% | 0.89% |
| ALLIANZ ASSET MANAGEMENT GMBH | 08/14/2026 | 544.85 K | $14.63 M | 0.00% | 0.89% |
| WATERS PARKERSON & CO., LLC | 07/30/2026 | 515.71 K | $16.54 M | -1.40% | 0.84% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2026 | 475.96 K | $15.27 M | -14.68% | 0.77% |
| NUVEEN, LLC | 08/11/2026 | 464.36 K | $14.90 M | 212.47% | 0.75% |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 08/14/2026 | 451.26 K | $14.48 M | 120.49% | 0.73% |
| UBS GROUP AG | 08/13/2026 | 411.60 K | $13.20 M | 45.95% | 0.67% |
| PRUDENTIAL FINANCIAL INC | 08/12/2026 | 411.25 K | $13.19 M | 14.90% | 0.67% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 08/14/2026 | 350.50 K | $11.24 M | -1.87% | 0.57% |
| MONTRUSCO BOLTON INVESTMENTS INC. | 07/21/2026 | 342.22 K | $10.98 M | 0.65% | 0.56% |
| LOOMIS SAYLES & CO L P | 08/14/2026 | 339.09 K | $10.88 M | -0.33% | 0.55% |
| DANA INVESTMENT ADVISORS, INC. | 08/13/2026 | 322.77 K | $10.35 M | 100.00% | 0.52% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 322.06 K | $10.33 M | -6.60% | 0.52% |
| GENEVA CAPITAL MANAGEMENT LLC | 08/06/2026 | 294.04 K | $9.43 M | -16.73% | 0.48% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 278.97 K | $8.95 M | 270.19% | 0.45% |
| GATEPASS CAPITAL, LLC | 07/30/2026 | 258.88 K | $8.30 M | 163.72% | 0.42% |
| ROYAL BANK OF CANADA | 08/14/2026 | 241.84 K | $7.76 M | -11.80% | 0.39% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 224.26 K | $7.19 M | -47.88% | 0.36% |
| QUANTINNO CAPITAL MANAGEMENT LP | 08/13/2026 | 218.58 K | $7.01 M | 24.90% | 0.36% |
| TUDOR INVESTMENT CORP ET AL | 08/14/2026 | 213.63 K | $6.85 M | 36.25% | 0.35% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 08/13/2026 | 213.60 K | $7.32 M | 22.95% | 0.35% |
| ENGINE CAPITAL MANAGEMENT, LP | 08/14/2026 | 202.00 K | $6.48 M | 100.00% | 0.33% |
| CREATIVE PLANNING | 08/13/2026 | 195.08 K | $6.26 M | 149.39% | 0.32% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 189.66 K | $6.08 M | 204.50% | 0.31% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 188.62 K | $6.05 M | 13.09% | 0.31% |
| CLEARLINE CAPITAL LP | 08/14/2026 | 174.35 K | $5.59 M | 0.00% | 0.28% |
| FIRST MANHATTAN CO. LLC. | 08/14/2026 | 170.98 K | $5.48 M | 6.21% | 0.28% |
| EDGESTREAM PARTNERS, L.P. | 08/11/2026 | 167.96 K | $5.39 M | 24.89% | 0.27% |
Cbiz Inc institutional Ownership - FAQ's
During the previous two years, 399 institutional investors and hedge funds held shares of Cbiz Inc. The most heavily invested institutionals were:
FMR LLC: 8.05 M
BlackRock, Inc.: 4.97 M
BANK OF MONTREAL /CAN/: 3.45 M
22C Capital LLC: 3.2 M
VANGUARD CAPITAL MANAGEMENT LLC: 2.26 M
VANGUARD PORTFOLIO MANAGEMENT LLC: 2.25 M
84.03% of Cbiz Inc stock is owned by institutional investors.
Institutional investors have bought a total of 73.52 M shares in the last 24 months. This purchase volume represents approximately $2.02 B in transactions.