Institutional Ownership Cbiz, Inc. (CBZ)
This table provides information about the institutional ownership of Cbiz, Inc. (CBZ). We have compiled data on the 294 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 $3.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
3,650
shares
|
$284,298
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
3,500
shares
|
$272,615
0.01% of portfolio
|
Q2 2024
Reduced 37.5%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
3,492
shares
|
$271,991
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
3,416
shares
|
$266,072
0.0% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Sanders Morris Harris LLC
|
Oct 08, 2024 Q3 2024 |
3,400
shares
|
$264,826
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
3,398
shares
|
$264,670
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
3,354
shares
|
$261,243
0.0% of portfolio
|
Q3 2024
Added 59.87%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
3,342
shares
|
$260,308
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
N Verses Capital, LLC
Wellington, FL |
Oct 16, 2024 Q3 2024 |
3,300
shares
|
$257,037
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
3,297
shares
|
$256,803
0.03% of portfolio
|
Q4 2023
Reduced 15.4%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
3,211
shares
|
$250,104
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
3,142
shares
|
$244,730
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,133
shares
|
$244,029
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Xponance, Inc.
|
Nov 12, 2024 Q3 2024 |
3,126
shares
|
$243,484
0.0% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Deka Bank Deutsche Girozentrale
|
Oct 24, 2024 Q3 2024 |
3,040
shares
|
$236,785
0.0% of portfolio
|
Q1 2024
Reduced 62.28%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2024 Q3 2024 |
3,020
shares
|
$235,227
0.0% of portfolio
|
Q3 2024
Reduced 18.82%
|
|
|
Cross Staff Investments Inc
|
Oct 23, 2024 Q3 2024 |
3,000
shares
|
$233,670
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
2,774
shares
|
$216,066
0.01% of portfolio
|
Q1 2024
Reduced 40.01%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
2,724
shares
|
$212,172
0.0% of portfolio
|
Q3 2024
Reduced 69.19%
|
|
|
Sg Americas Securities, LLC
|
Oct 03, 2024 Q3 2024 |
2,366
shares
|
$184,287
0.0% of portfolio
|
Q3 2024
Reduced 82.24%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
2,130
shares
|
$165,905
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
2,059
shares
|
$160,375
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
2,029
shares
|
$158,038
0.0% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Nov 14, 2024 Q3 2024 |
1,900
shares
|
$147,991
0.0% of portfolio
|
Q3 2024
Reduced 84.92%
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
1,850
shares
|
$144,096
0.06% of portfolio
|
Q2 2024
New holding
|