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 |
|---|---|---|---|---|---|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
192
shares
|
$14,060
0.0% of portfolio
|
Q1 2025
Reduced 5.42%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
192
shares
|
$14,060
0.0% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
170
shares
|
$12,449
0.0% of portfolio
|
Q3 2024
Added 54.55%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
144
shares
|
$10,545
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
130
shares
|
$9,519
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
126
shares
|
$9,226
0.0% of portfolio
|
Q4 2022
Reduced 19.75%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
110
shares
|
$8,055
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
104
shares
|
$7,615
0.0% of portfolio
|
Q1 2024
Reduced 18.11%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
104
shares
|
$7,615
0.0% of portfolio
|
Q2 2025
Reduced 6.31%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
104
shares
|
$7,615
0.0% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
May 14, 2025 Q1 2025 |
100
shares
|
$7,323
0.0% of portfolio
|
Q4 2024
Reduced 94.74%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
98
shares
|
$7,176
0.0% of portfolio
|
Q1 2025
Added 4800.0%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
93
shares
|
$6,810
0.0% of portfolio
|
Q1 2025
Added 45.31%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
92
shares
|
$6,737
0.0% of portfolio
|
Q2 2025
Reduced 13.21%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
69
shares
|
$5,052
0.0% of portfolio
|
Q1 2025
Reduced 70.64%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
61
shares
|
$4,467
0.0% of portfolio
|
Q1 2025
Added 35.56%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
61
shares
|
$4,467
0.0% of portfolio
|
Q4 2024
Reduced 19.74%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
55
shares
|
$4,027
0.0% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
52
shares
|
$3,807
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
51
shares
|
$3,734
0.0% of portfolio
|
Q1 2025
Added 4.08%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
46
shares
|
$3,368
0.0% of portfolio
|
Q4 2023
Reduced 43.9%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
36
shares
|
$2,636
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
31
shares
|
$2,270
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
26
shares
|
$1,903
0.0% of portfolio
|
Q2 2024
Reduced 16.13%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
25
shares
|
$1,830
0.0% of portfolio
|
Q3 2023
New holding
|