Institutional Ownership Cbiz, Inc. (CBZ)
This table provides information about the institutional ownership of Cbiz, Inc. (CBZ). We have compiled data on the 294 institutions that hold shares in the stock, with a total of 47.3 Million shares, which have been reported (via 13F filing form) to have a value of $3.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Laurus Investment Counsel Inc.
|
Oct 17, 2024 Q3 2024 |
28,890
shares
|
$2.25 Million
1.06% of portfolio
|
Q3 2024
Reduced 48.96%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Nov 14, 2024 Q3 2024 |
28,211
shares
|
$2.2 Million
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Oct 31, 2024 Q3 2024 |
27,860
shares
|
$2.17 Million
0.0% of portfolio
|
Q3 2024
Added 25.82%
|
|
|
State Of New Jersey Common Pension Fund D
|
Nov 04, 2024 Q3 2024 |
27,711
shares
|
$2.16 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2024 Q3 2024 |
27,656
shares
|
$2.15 Million
0.01% of portfolio
|
Q2 2024
Added 11.98%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2024 Q3 2024 |
26,874
shares
|
$2.09 Million
0.0% of portfolio
|
Q3 2024
Added 6.25%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
26,707
shares
|
$2.08 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
Nov 14, 2024 Q3 2024 |
24,433
shares
|
$1.9 Million
0.01% of portfolio
|
Q3 2024
Added 110.56%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
24,069
shares
|
$1.87 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.27%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
23,645
shares
|
$1.84 Million
0.01% of portfolio
|
Q3 2024
Added 14.13%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 06, 2024 Q3 2024 |
23,643
shares
|
$1.84 Million
0.33% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Nov 13, 2024 Q3 2024 |
23,207
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.51%
|
|
|
Taylor Frigon Capital Management LLC
|
Oct 22, 2024 Q3 2024 |
21,043
shares
|
$1.64 Million
0.71% of portfolio
|
Q3 2024
New holding
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
20,648
shares
|
$1.61 Million
0.0% of portfolio
|
Q1 2024
Reduced 4.8%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
20,106
shares
|
$1.57 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Kensington Investment Counsel, LLC
|
Nov 15, 2024 Q3 2024 |
20,079
shares
|
$1.56 Million
0.57% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
18,926
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
17,562
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2024
Added 10.23%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2024 Q3 2024 |
17,557
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2024
Reduced 18.59%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Nov 12, 2024 Q3 2024 |
17,231
shares
|
$1.34 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Semanteon Capital Management, LP
Newton, MA |
Oct 24, 2024 Q3 2024 |
16,999
shares
|
$1.32 Million
0.78% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
16,514
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Legato Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
16,450
shares
|
$1.28 Million
0.15% of portfolio
|
Q3 2024
Added 18.93%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
16,033
shares
|
$1.25 Million
0.16% of portfolio
|
Q3 2024
Added 223.7%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
15,731
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.02%
|