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 $3.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Feb 07, 2025 Q4 2024 |
14,000
shares
|
$995,540
0.63% of portfolio
|
Q1 2024
Reduced 17.65%
|
|
|
State Board Of Administration Of Florida Retirement System
|
Feb 10, 2025 Q4 2024 |
13,648
shares
|
$970,509
0.0% of portfolio
|
Q2 2024
Reduced 18.99%
|
|
|
Pro Share Advisors LLC
|
Feb 13, 2025 Q4 2024 |
13,497
shares
|
$959,771
0.0% of portfolio
|
Q4 2024
Added 49.15%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
13,477
shares
|
$958,349
0.0% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
13,246
shares
|
$941,923
0.07% of portfolio
|
Q2 2022
Reduced 3.58%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
13,138
shares
|
$934,243
0.0% of portfolio
|
Q4 2024
Reduced 5.85%
|
|
|
Arizona State Retirement System
|
Feb 06, 2025 Q4 2024 |
13,112
shares
|
$932,394
0.01% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Numerai Gp LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
12,235
shares
|
$870,030
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
12,077
shares
|
$858,795
0.02% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
11,944
shares
|
$849,337
0.0% of portfolio
|
Q4 2024
Added 6.68%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
11,934
shares
|
$848,626
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Man Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
11,825
shares
|
$840,875
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Meritage Portfolio Management
|
Jan 27, 2025 Q4 2024 |
11,218
shares
|
$797,711
0.06% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
11,043
shares
|
$785,267
0.0% of portfolio
|
Q4 2024
Reduced 14.11%
|
|
|
Next Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
11,000
shares
|
$782,210
0.37% of portfolio
|
Q4 2021
New holding
|
|
|
Squarepoint Ops LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
10,498
shares
|
$746,512
0.0% of portfolio
|
Q4 2024
Reduced 87.79%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
10,399
shares
|
$739,472
0.0% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
Feb 11, 2025 Q4 2024 |
10,213
shares
|
$726,246
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
10,000
shares
|
$711,100
0.04% of portfolio
|
Q4 2020
New holding
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
9,973
shares
|
$709,180
0.03% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
9,556
shares
|
$679,527
0.0% of portfolio
|
Q4 2024
Added 16.86%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
9,528
shares
|
$677,536
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
9,510
shares
|
$676,256
0.0% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
Feb 11, 2025 Q4 2024 |
9,400
shares
|
$668,434
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
8,919
shares
|
$634,230
0.3% of portfolio
|
Q4 2024
Reduced 1.09%
|