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 |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
6,013
shares
|
$307,444
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
5,958
shares
|
$304,632
0.0% of portfolio
|
Q3 2025
Reduced 38.87%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
5,580
shares
|
$285,305
0.0% of portfolio
|
Q3 2025
Reduced 94.91%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Nov 10, 2025 Q3 2025 |
5,556
shares
|
$284,078
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
5,520
shares
|
$282,237
0.0% of portfolio
|
Q3 2025
Added 13.11%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
Oct 30, 2025 Q3 2025 |
5,519
shares
|
$282,186
0.0% of portfolio
|
Q3 2025
Reduced 74.41%
|
|
|
Optimize Financial Inc
Laguna Hills, CA |
Nov 04, 2025 Q3 2025 |
5,296
shares
|
$270,784
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
5,153
shares
|
$263,472
0.07% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
5,074
shares
|
$259,433
0.0% of portfolio
|
Q3 2025
Added 7.07%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
4,940
shares
|
$252,582
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
4,878
shares
|
$249,412
0.0% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
4,798
shares
|
$245,321
0.0% of portfolio
|
Q3 2025
Added 4.97%
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
4,663
shares
|
$238,419
0.03% of portfolio
|
Q3 2025
Reduced 17.66%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
4,627
shares
|
$236,578
0.0% of portfolio
|
Q3 2025
Reduced 44.66%
|
|
|
Next Capital Management LLC
|
Nov 05, 2025 Q3 2025 |
4,500
shares
|
$230,085
0.08% of portfolio
|
Q3 2025
Reduced 59.09%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Nov 14, 2025 Q3 2025 |
4,475
shares
|
$228,806
0.0% of portfolio
|
Q3 2025
Reduced 7.1%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
4,454
shares
|
$227,733
0.0% of portfolio
|
Q1 2025
Added 5.57%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
4,438
shares
|
$226,914
0.01% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Nov 14, 2025 Q3 2025 |
4,357
shares
|
$222,773
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,261
shares
|
$217,864
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
4,128
shares
|
$211,064
0.01% of portfolio
|
Q3 2025
Reduced 22.88%
|
|
|
Meritage Portfolio Management
|
Oct 27, 2025 Q3 2025 |
4,110
shares
|
$210,144
0.01% of portfolio
|
Q2 2025
Reduced 34.07%
|
|
|
Ethic Inc.
New York, NY |
Oct 17, 2025 Q3 2025 |
4,050
shares
|
$207,076
0.0% of portfolio
|
Q3 2025
Added 7.51%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 17, 2025 Q3 2025 |
4,015
shares
|
$205,286
0.03% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Xponance, Inc.
|
Nov 10, 2025 Q3 2025 |
3,882
shares
|
$198,486
0.0% of portfolio
|
Q3 2025
Reduced 4.81%
|
|