Institutional Ownership Cbiz, Inc. (CBZ)
This table provides information about the institutional ownership of Cbiz, Inc. (CBZ). We have compiled data on the 292 institutions that hold shares in the stock, with a total of 47.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
1,586
shares
|
$116,571
0.0% of portfolio
|
Q4 2024
Reduced 41.78%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,350
shares
|
$99,225
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
891
shares
|
$65,488
0.0% of portfolio
|
Q4 2024
Reduced 7.28%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
875
shares
|
$64,312
0.01% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
803
shares
|
$59,020
0.0% of portfolio
|
Q4 2024
Added 7.93%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
755
shares
|
$55,492
0.0% of portfolio
|
Q1 2024
Reduced 16.57%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
750
shares
|
$55,125
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Feb 03, 2025 Q4 2024 |
735
shares
|
$54,022
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
644
shares
|
$47,334
0.01% of portfolio
|
Q4 2024
Added 75.0%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
557
shares
|
$40,939
0.01% of portfolio
|
Q4 2024
Added 193.16%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
500
shares
|
$36,750
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
500
shares
|
$36,750
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
500
shares
|
$36,750
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
470
shares
|
$34,545
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Feb 13, 2025 Q4 2024 |
436
shares
|
$32,046
0.01% of portfolio
|
Q4 2024
Reduced 87.17%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
408
shares
|
$29,988
0.01% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
333
shares
|
$24,475
0.0% of portfolio
|
Q4 2024
Added 18.51%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
330
shares
|
$24,255
0.0% of portfolio
|
Q4 2024
Added 288.24%
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
293
shares
|
$21,535
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
244
shares
|
$17,934
0.0% of portfolio
|
Q4 2024
Added 10.41%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
235
shares
|
$17,272
0.0% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
223
shares
|
$16,390
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
206
shares
|
$15,141
0.0% of portfolio
|
Q2 2024
Added 1.98%
|
|
|
J.Safra Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
204
shares
|
$14,994
0.0% of portfolio
|
Q4 2024
Added 38.78%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
203
shares
|
$14,920
0.0% of portfolio
|
Q4 2024
Added 0.5%
|