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 |
|---|---|---|---|---|---|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
3,197
shares
|
$234,116
0.03% of portfolio
|
Q2 2025
Added 4.2%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
3,142
shares
|
$230,088
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,133
shares
|
$229,429
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Ethic Inc.
New York, NY |
May 13, 2025 Q1 2025 |
3,099
shares
|
$226,939
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
3,052
shares
|
$223,497
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Deka Bank Deutsche Girozentrale
|
Apr 30, 2025 Q1 2025 |
3,040
shares
|
$222,619
0.0% of portfolio
|
Q1 2024
Reduced 62.28%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
May 07, 2025 Q1 2025 |
3,020
shares
|
$221,154
0.0% of portfolio
|
Q3 2024
Reduced 18.82%
|
|
|
Cross Staff Investments Inc
|
Apr 22, 2025 Q1 2025 |
3,000
shares
|
$219,690
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
First Financial Bankshares Inc
Abilene, TX |
May 15, 2025 Q1 2025 |
2,923
shares
|
$214,051
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Vestcor Inc
Fredericton, A3 |
May 08, 2025 Q1 2025 |
2,922
shares
|
$213,978
0.01% of portfolio
|
Q1 2025
Added 5.34%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
2,903
shares
|
$212,586
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
2,900
shares
|
$212,367
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jain Global LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,894
shares
|
$211,927
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
2,733
shares
|
$200,137
0.0% of portfolio
|
Q4 2024
Reduced 55.47%
|
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
2,647
shares
|
$193,839
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
2,141
shares
|
$156,785
0.0% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
2,059
shares
|
$150,780
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Kbc Group Nv
|
Apr 25, 2025 Q1 2025 |
2,021
shares
|
$147,997
0.0% of portfolio
|
Q4 2024
Added 30.14%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1,926
shares
|
$141,040
0.0% of portfolio
|
Q1 2025
Reduced 13.24%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
1,850
shares
|
$135,475
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
1,650
shares
|
$120,829
0.01% of portfolio
|
Q1 2024
Reduced 15.38%
|
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
1,640
shares
|
$120,097
0.0% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
1,536
shares
|
$112,481
0.0% of portfolio
|
Q1 2025
Reduced 14.48%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
1,388
shares
|
$101,643
0.0% of portfolio
|
Q1 2025
Reduced 12.48%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,337
shares
|
$97,908
0.0% of portfolio
|
Q1 2025
New holding
|