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 |
|---|---|---|---|---|---|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
9,528
shares
|
$697,735
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
9,460
shares
|
$692,755
0.0% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
9,339
shares
|
$683,894
0.0% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
8,910
shares
|
$652,479
0.28% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Apr 16, 2025 Q1 2025 |
8,742
shares
|
$640,176
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
8,540
shares
|
$625,384
0.0% of portfolio
|
Q1 2025
Reduced 17.88%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
8,066
shares
|
$590,673
0.0% of portfolio
|
Q1 2025
Added 15.79%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
May 07, 2025 Q1 2025 |
8,006
shares
|
$586,279
0.0% of portfolio
|
Q4 2024
Added 8.48%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
7,824
shares
|
$572,951
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Laurus Investment Counsel Inc.
|
Jul 22, 2025 Q2 2025 |
7,820
shares
|
$572,658
0.38% of portfolio
|
Q2 2025
Reduced 44.22%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
7,239
shares
|
$530,111
0.01% of portfolio
|
Q1 2025
Reduced 7.29%
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
7,110
shares
|
$520,665
0.07% of portfolio
|
Q1 2025
Added 27.76%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
7,075
shares
|
$518,102
0.0% of portfolio
|
Q3 2023
Reduced 0.03%
|
|
|
Hms Capital Management, LLC
|
Jul 07, 2025 Q2 2025 |
7,000
shares
|
$512,610
0.2% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Apr 28, 2025 Q1 2025 |
6,604
shares
|
$483,610
0.0% of portfolio
|
Q1 2025
Added 11.57%
|
|
|
Jennison Associates LLC
|
May 02, 2025 Q1 2025 |
6,396
shares
|
$468,379
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
6,294
shares
|
$460,909
0.03% of portfolio
|
Q2 2024
Reduced 4.82%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
6,293
shares
|
$460,836
0.0% of portfolio
|
Q2 2023
Added 0.51%
|
|
|
Meritage Portfolio Management
|
Apr 28, 2025 Q1 2025 |
6,234
shares
|
$456,515
0.03% of portfolio
|
Q1 2025
Reduced 44.43%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
6,085
shares
|
$445,604
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
5,914
shares
|
$433,082
0.0% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
5,863
shares
|
$429,347
0.07% of portfolio
|
Q4 2024
Reduced 4.09%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
May 05, 2025 Q1 2025 |
5,722
shares
|
$419,022
0.0% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,287
shares
|
$387,167
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
5,247
shares
|
$384,237
0.12% of portfolio
|
Q1 2025
Reduced 9.05%
|