Institutional Ownership Cbiz, Inc. (CBZ)
This table provides information about the institutional ownership of Cbiz, Inc. (CBZ). We have compiled data on the 290 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 $3.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Feb 20, 2025 Q4 2024 |
3,020
shares
|
$200,044
0.0% of portfolio
|
Q3 2024
Reduced 18.82%
|
|
|
Cross Staff Investments Inc
|
Apr 22, 2025 Q1 2025 |
3,000
shares
|
$198,719
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
2,929
shares
|
$194,016
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
2,927
shares
|
$193,884
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
2,900
shares
|
$192,095
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Callahan Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
2,871
shares
|
$190,175
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
2,850
shares
|
$188,783
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Feb 14, 2025 Q4 2024 |
2,835
shares
|
$187,790
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Vestcor Inc
Fredericton, A3 |
Feb 10, 2025 Q4 2024 |
2,774
shares
|
$183,749
0.01% of portfolio
|
Q1 2024
Reduced 40.01%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
2,750
shares
|
$182,160
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
2,683
shares
|
$177,721
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
2,647
shares
|
$175,337
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
Feb 14, 2025 Q4 2024 |
2,492
shares
|
$165,070
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
2,227
shares
|
$147,516
0.0% of portfolio
|
Q4 2024
Added 31.15%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
2,220
shares
|
$147,052
0.0% of portfolio
|
Q4 2024
Added 9.41%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
2,159
shares
|
$143,012
0.0% of portfolio
|
Q4 2024
Reduced 35.63%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
2,059
shares
|
$136,388
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Kbc Group Nv
|
Apr 25, 2025 Q1 2025 |
2,021
shares
|
$133,871
0.0% of portfolio
|
Q4 2024
Added 30.14%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
1,850
shares
|
$122,543
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
1,796
shares
|
$118,967
0.0% of portfolio
|
Q3 2024
Added 16.1%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
1,650
shares
|
$109,295
0.01% of portfolio
|
Q1 2024
Reduced 15.38%
|
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
1,640
shares
|
$108,633
0.0% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
1,586
shares
|
$105,056
0.0% of portfolio
|
Q4 2024
Reduced 41.78%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,350
shares
|
$89,424
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
891
shares
|
$59,019
0.0% of portfolio
|
Q4 2024
Reduced 7.28%
|