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 |
|---|---|---|---|---|---|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
25
shares
|
$1,830
0.0% of portfolio
|
Q1 2025
Added 13.64%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
20
shares
|
$1,464
0.0% of portfolio
|
Q4 2024
Reduced 96.55%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
15
shares
|
$1,098
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
14
shares
|
$1,025
0.0% of portfolio
|
Q3 2024
Reduced 62.16%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
13
shares
|
$951
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
13
shares
|
$951
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
13
shares
|
$951
0.0% of portfolio
|
Q4 2024
Reduced 27.78%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
12
shares
|
$878
0.0% of portfolio
|
Q3 2024
Reduced 53.85%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
11
shares
|
$805
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
11
shares
|
$805
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
10
shares
|
$732
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
8
shares
|
$585
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
5
shares
|
$366
0.0% of portfolio
|
Q2 2025
Reduced 44.44%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
5
shares
|
$366
0.0% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
5
shares
|
$366
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
5
shares
|
$366
0.0% of portfolio
|
Q1 2025
Reduced 44.44%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
3
shares
|
$219
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
3
shares
|
$219
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
2
shares
|
$146
0.0% of portfolio
|
Q4 2024
Reduced 99.47%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
1
shares
|
$73
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|