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 |
|---|---|---|---|---|---|
|
Versor Investments LP
|
May 13, 2025 Q1 2025 |
5,189
shares
|
$379,990
0.07% of portfolio
|
Q1 2025
Reduced 33.3%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
4,956
shares
|
$362,927
0.0% of portfolio
|
Q1 2025
Added 4.4%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
4,848
shares
|
$355,019
0.01% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
4,739
shares
|
$347,036
0.0% of portfolio
|
Q2 2025
Reduced 5.16%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
4,739
shares
|
$347,036
0.0% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
May 15, 2025 Q1 2025 |
4,663
shares
|
$341,471
0.0% of portfolio
|
Q1 2025
Reduced 8.64%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
4,655
shares
|
$340,885
0.0% of portfolio
|
Q1 2025
Added 10.89%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jun 03, 2025 Q1 2025 |
4,531
shares
|
$331,805
0.04% of portfolio
|
Q1 2025
Reduced 6.69%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
4,454
shares
|
$326,166
0.0% of portfolio
|
Q1 2025
Added 5.57%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
4,389
shares
|
$321,406
0.02% of portfolio
|
Q1 2025
Reduced 5.84%
|
|
|
Engineers Gate Manager LP
New York, NY |
May 15, 2025 Q1 2025 |
4,219
shares
|
$308,957
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
4,105
shares
|
$300,609
0.04% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,805
shares
|
$278,640
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
3,758
shares
|
$275,198
0.0% of portfolio
|
Q1 2025
Reduced 7.46%
|
|
|
Vista Finance, LLC
|
Apr 16, 2025 Q1 2025 |
3,706
shares
|
$271,390
0.3% of portfolio
|
Q1 2025
Added 32.26%
|
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
3,680
shares
|
$269,486
0.0% of portfolio
|
Q1 2025
Added 9.85%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
3,650
shares
|
$267,289
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Xponance, Inc.
|
Apr 30, 2025 Q1 2025 |
3,620
shares
|
$265,092
0.0% of portfolio
|
Q1 2025
Added 5.69%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
3,611
shares
|
$264,433
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
3,547
shares
|
$259,746
0.0% of portfolio
|
Q4 2024
Reduced 8.79%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
3,492
shares
|
$255,719
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
3,469
shares
|
$254,034
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sanders Morris Harris LLC
|
Apr 08, 2025 Q1 2025 |
3,400
shares
|
$248,982
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
3,342
shares
|
$244,734
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
3,297
shares
|
$241,439
0.03% of portfolio
|
Q4 2023
Reduced 15.4%
|