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 |
|---|---|---|---|---|---|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
9,414
shares
|
$481,337
0.0% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Oct 09, 2025 Q3 2025 |
9,163
shares
|
$468,504
0.0% of portfolio
|
Q3 2025
Reduced 35.98%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
9,081
shares
|
$464,311
0.0% of portfolio
|
Q3 2025
Added 392.2%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
8,868
shares
|
$453,420
0.17% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Helium Advisors LLC
Everett, WA |
Nov 13, 2025 Q3 2025 |
8,800
shares
|
$449,944
0.39% of portfolio
|
Q3 2025
Added 60.0%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Nov 12, 2025 Q3 2025 |
8,742
shares
|
$446,978
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Inspire Investing, LLC
Meridian, ID |
Oct 15, 2025 Q3 2025 |
8,587
shares
|
$439,053
0.05% of portfolio
|
Q3 2025
Added 57.42%
|
|
|
Pro Share Advisors LLC
|
Nov 05, 2025 Q3 2025 |
8,450
shares
|
$432,048
0.0% of portfolio
|
Q3 2025
Reduced 21.41%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
8,111
shares
|
$414,715
0.0% of portfolio
|
Q3 2025
Added 10.88%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
7,900
shares
|
$403,927
0.13% of portfolio
|
Q3 2025
Added 99.14%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
7,814
shares
|
$399,529
0.0% of portfolio
|
Q3 2025
Reduced 37.83%
|
|
|
Yarbrough Capital, LLC
|
Oct 20, 2025 Q3 2025 |
7,745
shares
|
$396,001
0.01% of portfolio
|
Q3 2025
Reduced 46.01%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
7,706
shares
|
$394,007
0.0% of portfolio
|
Q3 2025
Reduced 5.11%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
7,509
shares
|
$383,935
0.0% of portfolio
|
Q3 2025
Reduced 50.2%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
7,075
shares
|
$361,744
0.0% of portfolio
|
Q3 2023
Reduced 0.03%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 18, 2025 Q3 2025 |
7,069
shares
|
$361,437
0.0% of portfolio
|
Q2 2025
Added 23.54%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
6,966
shares
|
$356,171
0.0% of portfolio
|
Q3 2025
Reduced 3.2%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
6,719
shares
|
$343,542
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
6,665
shares
|
$340,781
0.0% of portfolio
|
Q3 2025
Reduced 19.08%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
6,460
shares
|
$330,299
0.0% of portfolio
|
Q2 2025
Reduced 39.25%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Oct 30, 2025 Q3 2025 |
6,388
shares
|
$326,618
0.0% of portfolio
|
Q3 2025
Reduced 17.66%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2025 Q3 2025 |
6,367
shares
|
$325,544
0.0% of portfolio
|
Q3 2025
Reduced 4.07%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
6,302
shares
|
$322,221
0.0% of portfolio
|
Q3 2025
Reduced 94.22%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
6,294
shares
|
$321,812
0.02% of portfolio
|
Q2 2024
Reduced 4.82%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
6,293
shares
|
$321,761
0.0% of portfolio
|
Q2 2023
Added 0.51%
|
|