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 |
|---|---|---|---|---|---|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,805
shares
|
$194,549
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
3,783
shares
|
$193,424
0.0% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
3,650
shares
|
$186,624
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
3,547
shares
|
$181,358
0.0% of portfolio
|
Q4 2024
Reduced 8.79%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
3,451
shares
|
$176,449
0.01% of portfolio
|
Q3 2025
Reduced 37.44%
|
|
|
State Of Alaska, Department Of Revenue
|
Oct 23, 2025 Q3 2025 |
3,399
shares
|
$173,790
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Eagle Investment Management, LLC
|
Nov 12, 2025 Q3 2025 |
3,237
shares
|
$165,507
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,133
shares
|
$160,190
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Deka Bank Deutsche Girozentrale
|
Nov 03, 2025 Q3 2025 |
3,040
shares
|
$155,435
0.0% of portfolio
|
Q1 2024
Reduced 62.28%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
2,916
shares
|
$149,095
0.0% of portfolio
|
Q3 2025
Added 25.31%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
2,521
shares
|
$128,898
0.0% of portfolio
|
Q3 2025
Added 13.15%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 04, 2025 Q3 2025 |
2,321
shares
|
$118,672
0.01% of portfolio
|
Q3 2025
Reduced 9.69%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
2,151
shares
|
$109,980
0.0% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
2,059
shares
|
$105,276
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,729
shares
|
$88,403
0.0% of portfolio
|
Q3 2025
Reduced 86.16%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
1,650
shares
|
$84,364
0.0% of portfolio
|
Q1 2024
Reduced 15.38%
|
|
|
Amalgamated Bank
New York, NY |
Oct 29, 2025 Q3 2025 |
1,640
shares
|
$83,853
0.0% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
1,611
shares
|
$82,370
0.0% of portfolio
|
Q2 2025
Reduced 20.29%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
1,264
shares
|
$64,628
0.0% of portfolio
|
Q3 2025
Reduced 18.35%
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
1,181
shares
|
$60,384
0.0% of portfolio
|
Q3 2025
Added 6847.06%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
1,005
shares
|
$51,385
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 13, 2025 Q3 2025 |
971
shares
|
$49,647
0.0% of portfolio
|
Q2 2025
Reduced 66.77%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
931
shares
|
$47,602
0.0% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
917
shares
|
$46,886
0.0% of portfolio
|
Q3 2025
Reduced 10.54%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
875
shares
|
$44,738
0.01% of portfolio
|
Q1 2024
Reduced 50.0%
|
|