Institutional Ownership Cbiz, Inc. (CBZ)
This table provides information about the institutional ownership of Cbiz, Inc. (CBZ). We have compiled data on the 281 institutions that hold shares in the stock, with a total of 51 Million shares, which have been reported (via 13F filing form) to have a value of $2.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
793
shares
|
$40,546
0.0% of portfolio
|
Q3 2025
Added 9.83%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
559
shares
|
$28,581
0.02% of portfolio
|
Q3 2025
Added 377.78%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
500
shares
|
$25,565
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
500
shares
|
$25,565
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
500
shares
|
$25,565
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
494
shares
|
$25,258
0.0% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Nov 07, 2025 Q3 2025 |
446
shares
|
$22,803
0.0% of portfolio
|
Q3 2025
Reduced 7.66%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
442
shares
|
$22,599
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
429
shares
|
$21,934
0.0% of portfolio
|
Q3 2025
Added 276.32%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
393
shares
|
$20,094
0.0% of portfolio
|
Q3 2025
Added 555.0%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
387
shares
|
$19,787
0.0% of portfolio
|
Q1 2025
Added 16.22%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
336
shares
|
$17,179
0.0% of portfolio
|
Q3 2025
Reduced 17.24%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
329
shares
|
$16,821
0.0% of portfolio
|
Q3 2025
Reduced 22.22%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
322
shares
|
$16,463
0.0% of portfolio
|
Q3 2025
Added 57.84%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
285
shares
|
$14,572
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
282
shares
|
$14,418
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
240
shares
|
$12,271
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
195
shares
|
$9,970
0.0% of portfolio
|
Q3 2025
Reduced 99.96%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
192
shares
|
$9,816
0.0% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
174
shares
|
$8,896
0.0% of portfolio
|
Q3 2025
Reduced 36.03%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
172
shares
|
$8,794
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
144
shares
|
$7,362
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
142
shares
|
$7,260
0.0% of portfolio
|
Q3 2025
Reduced 29.7%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
130
shares
|
$6,646
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
126
shares
|
$6,442
0.0% of portfolio
|
Q4 2022
Reduced 19.75%
|
|