Institutional Ownership Cbiz, Inc. (CBZ)
This table provides information about the institutional ownership of Cbiz, Inc. (CBZ). We have compiled data on the 300 institutions that hold shares in the stock, with a total of 47.4 Million shares, which have been reported (via 13F filing form) to have a value of $4.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
293
shares
|
$25,142
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
281
shares
|
$24,112
0.0% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
235
shares
|
$20,165
0.0% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
223
shares
|
$19,135
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
221
shares
|
$18,964
0.0% of portfolio
|
Q3 2024
Reduced 7.92%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
206
shares
|
$17,676
0.0% of portfolio
|
Q2 2024
Added 1.98%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
202
shares
|
$17,333
0.0% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
197
shares
|
$16,904
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
197
shares
|
$16,904
0.0% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
191
shares
|
$16,389
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
190
shares
|
$16,303
0.0% of portfolio
|
Q3 2024
Reduced 59.83%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
180
shares
|
$15,445
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
175
shares
|
$15,016
0.0% of portfolio
|
Q4 2024
Added 75.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
170
shares
|
$14,587
0.0% of portfolio
|
Q3 2024
Added 54.55%
|
|
|
J.Safra Asset Management Corp
|
Nov 13, 2024 Q3 2024 |
147
shares
|
$12,614
0.0% of portfolio
|
Q3 2024
Added 818.75%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
144
shares
|
$12,356
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
126
shares
|
$10,812
0.0% of portfolio
|
Q4 2022
Reduced 19.75%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
111
shares
|
$9,524
0.0% of portfolio
|
Q3 2024
Reduced 7.5%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
111
shares
|
$9,524
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
111
shares
|
$9,524
0.0% of portfolio
|
Q4 2024
Added 117.65%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
109
shares
|
$9,353
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
104
shares
|
$8,924
0.0% of portfolio
|
Q1 2024
Reduced 18.11%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
85
shares
|
$7,293
0.0% of portfolio
|
Q3 2024
Added 325.0%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
76
shares
|
$6,521
0.0% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
76
shares
|
$6,521
0.0% of portfolio
|
Q3 2024
Added 1.33%
|