Institutional Ownership Cbiz, Inc. (CBZ)
This table provides information about the institutional ownership of Cbiz, Inc. (CBZ). We have compiled data on the 300 institutions that hold shares in the stock, with a total of 47.4 Million shares, which have been reported (via 13F filing form) to have a value of $4.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
3,547
shares
|
$304,368
0.0% of portfolio
|
Q4 2024
Reduced 8.79%
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
3,500
shares
|
$300,335
0.01% of portfolio
|
Q2 2024
Reduced 37.5%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
3,492
shares
|
$299,648
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
3,416
shares
|
$293,126
0.0% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Sanders Morris Harris LLC
|
Jan 14, 2025 Q4 2024 |
3,400
shares
|
$291,754
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
3,398
shares
|
$291,582
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
3,354
shares
|
$287,806
0.0% of portfolio
|
Q3 2024
Added 59.87%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
3,342
shares
|
$286,777
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Sawgrass Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
3,340
shares
|
$286,605
0.03% of portfolio
|
Q4 2024
Reduced 25.4%
|
|
|
N Verses Capital, LLC
Wellington, FL |
Oct 16, 2024 Q3 2024 |
3,300
shares
|
$283,173
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
3,297
shares
|
$282,915
0.03% of portfolio
|
Q4 2023
Reduced 15.4%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
3,211
shares
|
$275,535
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
3,142
shares
|
$269,615
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,133
shares
|
$268,842
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Xponance, Inc.
|
Nov 12, 2024 Q3 2024 |
3,126
shares
|
$268,242
0.0% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Deka Bank Deutsche Girozentrale
|
Jan 29, 2025 Q4 2024 |
3,040
shares
|
$260,862
0.0% of portfolio
|
Q1 2024
Reduced 62.28%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2024 Q3 2024 |
3,020
shares
|
$259,146
0.0% of portfolio
|
Q3 2024
Reduced 18.82%
|
|
|
Cross Staff Investments Inc
|
Jan 24, 2025 Q4 2024 |
3,000
shares
|
$257,430
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
2,929
shares
|
$251,337
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Callahan Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
2,871
shares
|
$246,360
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Vista Finance, LLC
|
Jan 30, 2025 Q4 2024 |
2,802
shares
|
$240,439
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
2,774
shares
|
$238,036
0.01% of portfolio
|
Q1 2024
Reduced 40.01%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
2,724
shares
|
$233,746
0.0% of portfolio
|
Q3 2024
Reduced 69.19%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
2,683
shares
|
$230,228
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
2,536
shares
|
$217,614
0.0% of portfolio
|
Q4 2024
Added 7.19%
|