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 47.6 Million shares, which have been reported (via 13F filing form) to have a value of $3.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Balyasny Asset Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
4,601
shares
|
$344,936
0.0% of portfolio
|
Q4 2024
Reduced 27.05%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
4,522
shares
|
$339,014
0.0% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Cibc World Markets Corp
New York, NY |
Feb 10, 2025 Q4 2024 |
4,484
shares
|
$336,165
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
4,389
shares
|
$329,043
0.02% of portfolio
|
Q4 2024
Reduced 18.56%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
4,219
shares
|
$316,298
0.0% of portfolio
|
Q4 2024
Reduced 4.66%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
4,198
shares
|
$314,724
0.0% of portfolio
|
Q4 2024
Reduced 11.0%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
4,105
shares
|
$307,751
0.06% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
4,061
shares
|
$304,453
0.0% of portfolio
|
Q4 2024
Reduced 13.28%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
3,926
shares
|
$294,332
0.0% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Cannon Global Investment Management, LLC
|
Feb 11, 2025 Q4 2024 |
3,900
shares
|
$292,383
0.78% of portfolio
|
Q4 2024
Reduced 64.55%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,805
shares
|
$285,260
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
3,765
shares
|
$282,262
0.01% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
3,650
shares
|
$273,640
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
3,547
shares
|
$265,918
0.0% of portfolio
|
Q4 2024
Reduced 8.79%
|
|
|
Bryce Point Capital, LLC
Scarsdale, NY |
Feb 12, 2025 Q4 2024 |
3,524
shares
|
$264,194
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
3,492
shares
|
$261,795
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Xponance, Inc.
|
Feb 10, 2025 Q4 2024 |
3,425
shares
|
$256,772
0.0% of portfolio
|
Q4 2024
Added 9.56%
|
|
|
Landscape Capital Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
3,414
shares
|
$255,947
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sanders Morris Harris LLC
|
Apr 08, 2025 Q1 2025 |
3,400
shares
|
$254,898
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Prudential Financial Inc
Newark, NJ |
Feb 11, 2025 Q4 2024 |
3,350
shares
|
$251,149
0.0% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
3,342
shares
|
$250,549
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Sawgrass Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
3,340
shares
|
$250,399
0.03% of portfolio
|
Q4 2024
Reduced 25.4%
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
3,297
shares
|
$247,176
0.03% of portfolio
|
Q4 2023
Reduced 15.4%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
3,142
shares
|
$235,555
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,133
shares
|
$234,881
0.01% of portfolio
|
Q3 2022
New holding
|