Institutional Ownership Cbiz, Inc. (CBZ)
This table provides information about the institutional ownership of Cbiz, Inc. (CBZ). We have compiled data on the 298 institutions that hold shares in the stock, with a total of 47.6 Million shares, which have been reported (via 13F filing form) to have a value of $3.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,025
shares
|
$75,060
0.0% of portfolio
|
Q2 2025
Added 9.16%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
928
shares
|
$67,957
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
905
shares
|
$66,273
0.0% of portfolio
|
Q1 2025
Added 19.87%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
875
shares
|
$64,076
0.01% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
750
shares
|
$54,922
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
727
shares
|
$53,238
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
604
shares
|
$44,230
0.0% of portfolio
|
Q1 2025
Reduced 6.21%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
500
shares
|
$36,615
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
500
shares
|
$36,615
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
500
shares
|
$36,615
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
442
shares
|
$32,367
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
423
shares
|
$30,976
0.0% of portfolio
|
Q1 2025
Added 243.9%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
413
shares
|
$30,243
0.0% of portfolio
|
Q1 2025
Added 37.67%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
387
shares
|
$28,340
0.0% of portfolio
|
Q1 2025
Added 16.22%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
347
shares
|
$25,410
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 15, 2025 Q1 2025 |
326
shares
|
$23,872
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
272
shares
|
$19,918
0.0% of portfolio
|
Q1 2025
Added 11.48%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
240
shares
|
$17,575
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
236
shares
|
$17,282
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
J.Safra Asset Management Corp
|
Apr 25, 2025 Q1 2025 |
217
shares
|
$15,890
0.0% of portfolio
|
Q1 2025
Added 6.37%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
212
shares
|
$15,524
0.0% of portfolio
|
Q1 2025
Added 35.9%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
206
shares
|
$15,085
0.0% of portfolio
|
Q2 2024
Added 1.98%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
204
shares
|
$14,938
0.0% of portfolio
|
Q2 2025
Reduced 5.99%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
197
shares
|
$14,426
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
193
shares
|
$14,133
0.0% of portfolio
|
Q4 2024
New holding
|