Institutional Ownership Cbiz, Inc. (CBZ)
This table provides information about the institutional ownership of Cbiz, Inc. (CBZ). We have compiled data on the 295 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 $3.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
6,293
shares
|
$514,641
0.0% of portfolio
|
Q2 2023
Added 0.51%
|
|
|
Fora Capital, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
6,258
shares
|
$511,779
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Inspire Investing, LLC
Meridian, ID |
Oct 10, 2024 Q3 2024 |
6,158
shares
|
$503,601
0.04% of portfolio
|
Q3 2024
Added 29.45%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
6,113
shares
|
$499,921
0.07% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
|
Seven Eight Capital, LP
|
Nov 12, 2024 Q3 2024 |
6,037
shares
|
$493,705
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
5,918
shares
|
$483,974
0.0% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
5,898
shares
|
$482,338
0.11% of portfolio
|
Q3 2024
Reduced 4.72%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Oct 24, 2024 Q3 2024 |
5,846
shares
|
$478,085
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 12, 2024 Q3 2024 |
5,732
shares
|
$468,762
0.0% of portfolio
|
Q2 2024
Reduced 3.21%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,634
shares
|
$460,748
0.0% of portfolio
|
Q2 2024
Added 85.33%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,436
shares
|
$444,556
0.0% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
5,389
shares
|
$440,712
0.02% of portfolio
|
Q2 2024
Reduced 1.19%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Nov 14, 2024 Q3 2024 |
4,787
shares
|
$391,480
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
4,783
shares
|
$391,153
0.01% of portfolio
|
Q1 2024
Reduced 3.67%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
4,717
shares
|
$385,756
0.0% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
4,683
shares
|
$382,975
0.0% of portfolio
|
Q3 2024
Added 15.32%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
4,522
shares
|
$369,809
0.0% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Sawgrass Asset Management LLC
|
Nov 06, 2024 Q3 2024 |
4,477
shares
|
$366,129
0.03% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
4,425
shares
|
$361,876
0.0% of portfolio
|
Q3 2024
Added 16.69%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 24, 2024 Q3 2024 |
4,285
shares
|
$350,427
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,012
shares
|
$328,101
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
3,928
shares
|
$321,231
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
3,889
shares
|
$318,042
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,805
shares
|
$311,172
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
3,780
shares
|
$309,128
0.01% of portfolio
|
Q3 2024
Reduced 0.08%
|