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 |
|---|---|---|---|---|---|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
117
shares
|
$5,982
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
104
shares
|
$5,317
0.0% of portfolio
|
Q1 2024
Reduced 18.11%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
104
shares
|
$5,317
0.0% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
103
shares
|
$5,266
0.0% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
101
shares
|
$5,164
0.0% of portfolio
|
Q3 2025
Added 9.78%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
100
shares
|
$5,113
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
93
shares
|
$4,755
0.0% of portfolio
|
Q1 2025
Added 45.31%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
87
shares
|
$4,448
0.0% of portfolio
|
Q3 2025
Reduced 8.42%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
61
shares
|
$3,118
0.0% of portfolio
|
Q1 2025
Added 35.56%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
61
shares
|
$3,118
0.0% of portfolio
|
Q4 2024
Reduced 19.74%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
46
shares
|
$2,351
0.0% of portfolio
|
Q4 2023
Reduced 43.9%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
44
shares
|
$2,249
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
39
shares
|
$1,994
0.0% of portfolio
|
Q2 2025
Reduced 28.11%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
31
shares
|
$1,585
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
26
shares
|
$1,329
0.0% of portfolio
|
Q2 2024
Reduced 16.13%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
25
shares
|
$1,278
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
13
shares
|
$664
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
12
shares
|
$613
0.0% of portfolio
|
Q2 2025
Reduced 7.69%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
12
shares
|
$613
0.0% of portfolio
|
Q3 2024
Reduced 53.85%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
11
shares
|
$562
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
10
shares
|
$511
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
5
shares
|
$255
0.0% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
5
shares
|
$255
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
5
shares
|
$255
0.0% of portfolio
|
Q3 2025
Reduced 91.67%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
4
shares
|
$204
0.0% of portfolio
|
Q3 2025
Reduced 42.86%
|
|