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Disclosery

CBZ CBIZ INC

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COM (common), issuer CIK 944148

285 managers (291 13F filers) reported a position in CBZ shares at 2025-03-31, 44,707,433 shares in all. 40 filers opened a position and 32 filers sold out during the quarter.

Managers
285
13F filers
291
New
40
Added
97
Reduced
81
Sold out
32
Shares held by filers
44,707,433

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Advisors Capital Management, LLC2,900$220K<0.01%013F-HRTimeline
Jain Global LLC2,894$220K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,733$207K<0.01%+1,51613F-HRTimelineGroup
Welch & Forbes LLC2,647$201K<0.01%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC2,141$162K<0.01%-8613F-HRTimeline
Spectrum Wealth Counsel, LLC2,059$156K0.02%013F-HRTimeline
KBC Group NVin group KBC Group NV2,021$153K<0.01%013F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,926$146K<0.01%-29413F-HRTimelineGroup
Ridgewood Investments LLC1,850$140K0.07%013F-HRTimeline
TRUST CO OF VERMONT1,650$125K0.01%013F-HRTimeline
AMALGAMATED BANK1,640$124K<0.01%+613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,536$117K<0.01%-26013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,388$105K<0.01%-19813F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC1,337$101K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC939$71.2K<0.01%+4813F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC928$70K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC905$68.7K<0.01%+15013F-HRTimelineGroup
Fortis Group Advisors, LLC875$66.4K0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.750$56.9K<0.01%013F-HRTimelineGroup
Olde Wealth Management, LLC727$55K0.02%new13F-HRTimeline
Smartleaf Asset Management LLC604$45.3K<0.01%-4013F-HRTimeline
Clark Wealth Partners590$44.8K0.03%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC500$37.9K<0.01%013F-HRTimelineGroup
Trust Co500$37.9K<0.01%013F-HRTimeline
WHITTIER TRUST CO442$33.5K<0.01%new13F-HRTimeline
MAI Capital Management423$32.1K<0.01%+30013F-HRTimeline
Global Financial Private Client, LLC411$31.2K0.01%+313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP413$31K<0.01%+23313F-HR/ATimelineGroup
First Horizon Advisors, Inc.387$29.4K<0.01%+5413F-HRTimeline
Quarry LP347$26.3K0.01%new13F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.326$24.7K<0.01%new13F-HRTimelineGroup
MATHER GROUP, LLC.313$23.7K<0.01%+9013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…272$20.6K<0.01%+2813F-HRTimelineGroup
SIMPLEX TRADING, LLC236$17K<0.01%new13F-HRTimeline
J.Safra Asset Management Corp217$16.5K<0.01%+1313F-HR/ATimeline
GAMMA Investing LLC217$16.5K<0.01%+4213F-HR/ATimeline
Parkside Financial Bank & Trust212$16.1K<0.01%+5613F-HRTimeline
QUADRANT CAPITAL GROUP LLC206$15.6K<0.01%013F-HRTimeline
CENTRAL TRUST Co197$14.9K<0.01%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC193$14.6K<0.01%013F-HRTimelineGroup
Lindbrook Capital, LLC192$14.6K<0.01%+313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/192$14.6K<0.01%-1113F-HRTimelineGroup
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…144$10.9K<0.01%013F-HRTimelineGroup
Rise Advisors, LLC130$9.86K<0.01%new13F-HRTimeline
Versant Capital Management, Inc111$8.42K<0.01%013F-HRTimeline
Brooklyn Investment Group110$8.35K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC106$8.16K<0.01%-513F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.102$8K<0.01%new13F-HRTimeline
Park Place Capital Corp104$7.89K<0.01%013F-HRTimeline
DANSKE BANK A/S100$7.59K<0.01%013F-HRTimeline
CANADA PENSION PLAN INVESTMENT BOARD100$7.59K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.98$7.43K<0.01%+9613F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.93$6.51K<0.01%+2913F-HRTimelineGroup
Arax Advisory Partners69$5.24K<0.01%-16613F-HRTimeline
WealthCollab, LLC61$4.63K<0.01%+1613F-HRTimeline
Parallel Advisors, LLC61$4.63K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC55$4.17K<0.01%-513F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC52$3.94K<0.01%new13F-HRTimeline
Sterling Capital Management LLC51$3.87K<0.01%+213F-HRTimeline
Manchester Capital Management LLC46$3.49K<0.01%013F-HRTimeline
Bellwether Advisors, LLC36$2.73K<0.01%013F-HRTimeline
Blue Trust, Inc.31$2.35K<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB26$1.97K<0.01%013F-HRTimeline
IFP Advisors, Inc20$1.67K<0.01%013F-HRTimeline
Stephens Consulting, LLC15$1.14K<0.01%new13F-HRTimeline
Hexagon Capital Partners LLC14$1.06K<0.01%013F-HRTimeline
Hemington Wealth Management25$1K<0.01%+313F-HRTimeline
Capital Advisors, Ltd. LLC13$1K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC13$987<0.01%013F-HRTimeline
Larson Financial Group LLC13$986<0.01%new13F-HRTimeline
NewEdge Advisors, LLC12$910<0.01%013F-HRTimeline
Bell Investment Advisors, Inc11$835<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC10$759<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.9$683<0.01%013F-HRTimeline
Bare Financial Services, Inc8$607<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.6$456<0.01%013F-HRTimeline
Garde Capital, Inc.5$380<0.01%new13F-HRTimeline
Allworth Financial LP5$333<0.01%-413F-HRTimeline
Caitong International Asset Management …3$228<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.1$76<0.01%013F-HRTimeline
HFM Investment Advisors, LLC1$76<0.01%13F-HRTimeline
Bay Harbor Wealth Management, LLC1$75<0.01%new13F-HRTimeline
Avion Wealth3$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Covestor Ltd2$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-33013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.