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Disclosery

CBZ CBIZ INC

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COM (common), issuer CIK 944148

277 managers (282 13F filers) reported a position in CBZ shares at 2024-12-31, 45,659,553 shares in all. 33 filers opened a position and 44 filers sold out during the quarter.

Managers
277
13F filers
282
New
33
Added
99
Reduced
85
Sold out
44
Shares held by filers
45,659,553

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Vestcor Inc2,774$227K0.01%013F-HRTimeline
Frank, Rimerman Advisors LLC2,750$225K0.02%new13F-HRTimeline
CHOREO, LLC2,683$219K<0.01%new13F-HRTimeline
Welch & Forbes LLC2,647$217K<0.01%new13F-HRTimeline
SG Americas Securities, LLC2,536$208K<0.01%+17013F-HRTimeline
ArrowMark Colorado Holdings LLC2,492$204K<0.01%new13F-HRTimeline
NISA INVESTMENT ADVISORS, LLC2,227$182K<0.01%+52913F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK2,220$182K<0.01%+19113F-HRTimelineGroup
Spectrum Wealth Counsel, LLC2,059$168K0.02%013F-HRTimeline
KBC Group NVin group KBC Group NV2,021$165K<0.01%+46813F-HRTimelineGroup
Ridgewood Investments LLC1,850$151K0.07%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,796$147K<0.01%013F-HRTimelineGroup
TRUST CO OF VERMONT1,650$135K0.01%013F-HRTimeline
AMALGAMATED BANK1,634$134K<0.01%-5013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,586$130K<0.01%-1,13813F-HRTimelineGroup
Venturi Wealth Management, LLC1,350$110K0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,217$99.6K<0.01%-2,13713F-HR/ATimelineGroup
SIGNATUREFD, LLC891$72.9K<0.01%-7013F-HRTimeline
Fortis Group Advisors, LLC875$71.6K0.01%013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.803$65.7K<0.01%+5913F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC755$61.8K<0.01%013F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.750$61.4K<0.01%013F-HRTimelineGroup
Balefire, LLC735$59.7K0.02%new13F-HRTimeline
Smartleaf Asset Management LLC644$52.6K0.01%+27613F-HRTimeline
Clark Wealth Partners590$48.3K0.04%13F-HRTimeline
McIlrath & Eck, LLC557$45.6K0.01%+36713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC500$40.9K<0.01%013F-HRTimelineGroup
Trust Co500$40.9K<0.01%013F-HRTimeline
Cassady Schiller Wealth Management, LLC500$40.9K0.02%013F-HRTimeline
North Star Investment Management Corp.470$38.5K<0.01%new13F-HRTimeline
Aster Capital Management (DIFC) Ltd436$35.7K0.01%-2,96213F-HRTimeline
Global Financial Private Client, LLC408$33.4K0.01%+213F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…330$28K<0.01%+24513F-HRTimeline
First Horizon Advisors, Inc.333$27.2K<0.01%+5213F-HRTimeline
Silicon Valley Capital Partners293$24K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…244$20K<0.01%+2313F-HRTimelineGroup
Arax Advisory Partners235$19.2K<0.01%013F-HRTimeline
MATHER GROUP, LLC.223$18.2K<0.01%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC206$16.9K<0.01%013F-HRTimeline
J.Safra Asset Management Corp204$16.7K<0.01%+5713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/203$16.6K<0.01%+113F-HRTimelineGroup
CENTRAL TRUST Co197$16.1K<0.01%new13F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC193$15.8K<0.01%new13F-HRTimelineGroup
Lindbrook Capital, LLC189$15.5K<0.01%-813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP180$14.7K<0.01%013F-HRTimelineGroup
GAMMA Investing LLC175$14.3K<0.01%+7513F-HRTimeline
Parkside Financial Bank & Trust156$12.8K<0.01%+4713F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…144$11.8K<0.01%013F-HRTimelineGroup
MAI Capital Management123$10.1K<0.01%new13F-HRTimeline
Versant Capital Management, Inc111$9.08K<0.01%+6013F-HRTimeline
Farther Finance Advisors, LLC111$9.08K<0.01%013F-HRTimeline
Park Place Capital Corp104$8.51K<0.01%013F-HRTimeline
DANSKE BANK A/S100$8.18K<0.01%-60013F-HRTimeline
CANADA PENSION PLAN INVESTMENT BOARD100$8.18K<0.01%-1,80013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.82$7.04K<0.01%-1,02613F-HRTimelineGroup
Avior Wealth Management, LLC76$6.22K<0.01%-413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.64$5.3K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC61$4.99K<0.01%-1513F-HRTimeline
ROTHSCHILD INVESTMENT LLC60$4.91K<0.01%+4013F-HRTimeline
Sterling Capital Management LLC49$4.01K<0.01%013F-HRTimeline
Manchester Capital Management LLC46$3.77K<0.01%013F-HRTimeline
WealthCollab, LLC45$3.68K<0.01%013F-HRTimeline
Bellwether Advisors, LLC36$2.95K<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB26$2.13K<0.01%013F-HRTimeline
IFP Advisors, Inc20$1.8K<0.01%-55913F-HRTimeline
Hexagon Capital Partners LLC14$1.15K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC13$1.06K<0.01%-513F-HRTimeline
Hemington Wealth Management22$1K<0.01%+813F-HRTimeline
Capital Advisors, Ltd. LLC13$1K<0.01%013F-HRTimeline
NewEdge Advisors, LLC12$982<0.01%013F-HRTimeline
Bell Investment Advisors, Inc11$901<0.01%013F-HRTimeline
Allworth Financial LP9$764<0.01%-3213F-HRTimeline
SJS Investment Consulting Inc.9$737<0.01%+113F-HRTimeline
DiNuzzo Private Wealth, Inc.6$491<0.01%013F-HRTimeline
SBI Securities Co., Ltd.2$164<0.01%13F-HRTimeline
Parkworth Wealth Management, Inc.1$82<0.01%13F-HRTimeline
Covestor Ltd2$00%-37313F-HRTimelineValue filed as zero, left out of ratios.