Institutional Ownership Cbiz, Inc. (CBZ)
This table provides information about the institutional ownership of Cbiz, Inc. (CBZ). We have compiled data on the 290 institutions that hold shares in the stock, with a total of 47.6 Million shares, which have been reported (via 13F filing form) to have a value of $3.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
48,299
shares
|
$3.2 Million
1.02% of portfolio
|
Q4 2024
Added 33.54%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
46,307
shares
|
$3.07 Million
0.03% of portfolio
|
Q4 2024
Added 92.39%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
45,621
shares
|
$3.02 Million
0.0% of portfolio
|
Q1 2024
Added 23.46%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Feb 12, 2025 Q4 2024 |
44,411
shares
|
$2.94 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
44,300
shares
|
$2.93 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
42,803
shares
|
$2.84 Million
0.0% of portfolio
|
Q4 2024
Added 23.04%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
42,763
shares
|
$2.83 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Rice Hall James & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
42,745
shares
|
$2.83 Million
0.21% of portfolio
|
Q4 2024
Reduced 22.39%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Mar 18, 2025 Q4 2024 |
42,444
shares
|
$2.81 Million
0.0% of portfolio
|
Q2 2024
Added 3.99%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
Feb 14, 2025 Q4 2024 |
42,118
shares
|
$2.79 Million
0.01% of portfolio
|
Q4 2024
Added 72.38%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
41,465
shares
|
$2.75 Million
0.01% of portfolio
|
Q4 2024
Reduced 61.77%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
41,460
shares
|
$2.75 Million
0.05% of portfolio
|
Q4 2024
Added 30.41%
|
|
|
Basswood Capital Management, L.L.C.
New York, NY |
Feb 14, 2025 Q4 2024 |
40,355
shares
|
$2.67 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
38,590
shares
|
$2.56 Million
0.05% of portfolio
|
Q4 2024
Added 1002.57%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
38,340
shares
|
$2.54 Million
0.01% of portfolio
|
Q1 2025
Added 130.8%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
37,401
shares
|
$2.48 Million
0.0% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
36,225
shares
|
$2.4 Million
0.0% of portfolio
|
Q4 2024
Added 133.0%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Feb 13, 2025 Q4 2024 |
35,296
shares
|
$2.34 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Taylor Frigon Capital Management LLC
|
Apr 25, 2025 Q1 2025 |
31,891
shares
|
$2.11 Million
1.49% of portfolio
|
Q1 2025
Added 67.39%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
31,822
shares
|
$2.11 Million
0.0% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
31,766
shares
|
$2.1 Million
0.0% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Apr 14, 2025 Q1 2025 |
31,334
shares
|
$2.08 Million
1.5% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Feb 13, 2025 Q4 2024 |
28,936
shares
|
$1.92 Million
0.01% of portfolio
|
Q4 2024
Added 4.63%
|
|
|
Laurus Investment Counsel Inc.
|
Jan 27, 2025 Q4 2024 |
28,890
shares
|
$1.91 Million
1.26% of portfolio
|
Q3 2024
Reduced 48.96%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Feb 14, 2025 Q4 2024 |
27,976
shares
|
$1.85 Million
0.01% of portfolio
|
Q4 2024
Added 4.1%
|