Institutional Ownership Cbiz, Inc. (CBZ)
This table provides information about the institutional ownership of Cbiz, Inc. (CBZ). We have compiled data on the 277 institutions that hold shares in the stock, with a total of 47.8 Million shares, which have been reported (via 13F filing form) to have a value of $3.56 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
15,058
shares
|
$1.12 Million
0.01% of portfolio
|
Q1 2024
Reduced 49.9%
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
14,920
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2024
Added 35.16%
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
14,786
shares
|
$1.1 Million
0.04% of portfolio
|
Q2 2023
Added 27.76%
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2024 Q1 2024 |
14,784
shares
|
$1.1 Million
0.0% of portfolio
|
Q1 2024
Reduced 11.53%
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
May 15, 2024 Q1 2024 |
14,000
shares
|
$1.04 Million
0.69% of portfolio
|
Q1 2024
Reduced 17.65%
|
|
Legato Capital Management LLC
|
Apr 15, 2024 Q1 2024 |
13,832
shares
|
$1.03 Million
0.14% of portfolio
|
Q3 2023
New holding
|
|
Valeo Financial Advisors, LLC
|
Apr 25, 2024 Q1 2024 |
13,669
shares
|
$1.02 Million
0.03% of portfolio
|
Q1 2024
Reduced 5.57%
|
|
Empowered Funds, LLC
|
May 07, 2024 Q1 2024 |
13,527
shares
|
$1.01 Million
0.02% of portfolio
|
Q1 2024
Added 34.56%
|
|
Apexium Financial, LP
|
Apr 19, 2024 Q1 2024 |
13,246
shares
|
$987,091
0.09% of portfolio
|
Q2 2022
Reduced 3.58%
|
|
Arizona State Retirement System
|
May 07, 2024 Q1 2024 |
12,328
shares
|
$918,682
0.01% of portfolio
|
Q1 2024
Reduced 1.65%
|
|
Handelsbanken Fonder Ab
|
May 13, 2024 Q1 2024 |
12,300
shares
|
$916,596
0.0% of portfolio
|
Q4 2023
Reduced 8.21%
|
|
Meritage Portfolio Management
|
Apr 29, 2024 Q1 2024 |
11,148
shares
|
$830,748
0.06% of portfolio
|
Q1 2021
Reduced 0.42%
|
|
Next Capital Management LLC
|
May 14, 2024 Q1 2024 |
11,000
shares
|
$819,720
0.36% of portfolio
|
Q4 2021
New holding
|
|
Algert Global LLC
San Francisco, CA |
May 14, 2024 Q1 2024 |
10,960
shares
|
$816,739
0.03% of portfolio
|
Q1 2024
Added 161.58%
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
10,293
shares
|
$767,034
0.0% of portfolio
|
Q1 2024
Reduced 2.44%
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
10,255
shares
|
$764,202
0.0% of portfolio
|
Q1 2024
Reduced 0.06%
|
|
Rbf Capital, LLC
San Francisco, CA |
May 15, 2024 Q1 2024 |
10,000
shares
|
$745,200
0.04% of portfolio
|
Q4 2020
New holding
|
|
Caprock Group, Inc.
|
Apr 29, 2024 Q1 2024 |
9,810
shares
|
$731,041
0.04% of portfolio
|
Q1 2024
Added 0.02%
|
|
Aquatic Capital Management LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
9,700
shares
|
$722,844
0.03% of portfolio
|
Q1 2024
Added 223.33%
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Apr 25, 2024 Q1 2024 |
9,619
shares
|
$716,807
0.0% of portfolio
|
Q1 2024
Reduced 10.6%
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
9,528
shares
|
$710,026
0.02% of portfolio
|
Q2 2023
New holding
|
|
Valtinson Bruner Financial Planning LLC
|
Apr 29, 2024 Q1 2024 |
9,017
shares
|
$671,946
0.38% of portfolio
|
Q3 2019
New holding
|
|
State Of Wisconsin Investment Board
Madison, WI |
May 14, 2024 Q1 2024 |
8,771
shares
|
$653,614
0.0% of portfolio
|
Q1 2024
Added 106.23%
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
May 24, 2024 Q1 2024 |
8,742
shares
|
$651,453
0.28% of portfolio
|
Q4 2023
New holding
|
|
Pro Share Advisors LLC
|
May 08, 2024 Q1 2024 |
8,617
shares
|
$642,138
0.0% of portfolio
|
Q1 2024
Added 8.54%
|