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Disclosery

CBZ CBIZ INC

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COM (common), issuer CIK 944148

274 managers (277 13F filers) reported a position in CBZ shares at 2025-06-30, 47,881,104 shares in all. 27 filers opened a position and 38 filers sold out during the quarter.

Managers
274
13F filers
277
New
27
Added
104
Reduced
86
Sold out
38
Shares held by filers
47,881,104

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,327$167K<0.01%-40613F-HR/ATimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK2,228$160K<0.01%+30213F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC2,180$156K<0.01%+3913F-HRTimeline
Ridgewood Investments LLC1,850$133K0.06%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,845$132K<0.01%new13F-HRTimelineGroup
TRUST CO OF VERMONT1,650$118K0.01%013F-HRTimeline
AMALGAMATED BANK1,640$118K<0.01%013F-HRTimeline
KBC Group NVin group KBC Group NV1,611$116K<0.01%-41013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,548$111K<0.01%+1213F-HRTimelineGroup
SIGNATUREFD, LLC1,025$73.5K<0.01%+8613F-HRTimeline
Vestcor Inc971$70K<0.01%-1,95113F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC960$68K<0.01%+3213F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC938$67.3K<0.01%+3313F-HRTimelineGroup
Fortis Group Advisors, LLC875$62.7K0.01%013F-HRTimeline
DANSKE BANK A/S800$57.4K<0.01%+70013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.750$53.8K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…722$51.8K<0.01%+45013F-HRTimelineGroup
Clark Wealth Partners590$42.3K0.03%013F-HRTimeline
Strategic Wealth Investment Group, LLC515$36.9K0.05%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC500$35.9K<0.01%013F-HRTimelineGroup
Trust Co500$35.9K<0.01%013F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …483$35K<0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP488$34.7K<0.01%+7513F-HRTimelineGroup
WHITTIER TRUST CO442$31.7K<0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.406$29.1K<0.01%+8013F-HRTimelineGroup
First Horizon Advisors, Inc.387$27.8K<0.01%013F-HRTimeline
MAI Capital Management334$24K<0.01%-8913F-HRTimeline
Aster Capital Management (DIFC) Ltd286$20.5K<0.01%new13F-HRTimeline
CENTRAL TRUST Co272$19.5K<0.01%+7513F-HRTimeline
AdvisorNet Financial, Inc240$17.2K<0.01%new13F-HRTimeline
GAMMA Investing LLC204$14.6K<0.01%-1313F-HRTimeline
Parkside Financial Bank & Trust202$14.5K<0.01%-1013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/192$13.8K<0.01%013F-HR/ATimelineGroup
J.Safra Asset Management Corp156$11.2K<0.01%-6113F-HR/ATimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…144$10.3K<0.01%013F-HRTimelineGroup
Rise Advisors, LLC130$9.32K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC130$9K<0.01%-10613F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO117$8.39K<0.01%new13F-HRTimelineGroup
Caitong International Asset Management …117$8.39K0.01%+11413F-HRTimeline
Smartleaf Asset Management LLC114$8.11K<0.01%-49013F-HRTimeline
Park Place Capital Corp104$7.53K<0.01%013F-HRTimeline
Versant Capital Management, Inc104$7.46K<0.01%-713F-HRTimeline
Brooklyn Investment Group101$7.24K<0.01%-913F-HR/ATimeline
HARBOR CAPITAL ADVISORS, INC.104$7K<0.01%+213F-HRTimeline
SBI Securities Co., Ltd.95$6.81K<0.01%-313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.93$6.67K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC92$6.6K<0.01%-1413F-HRTimeline
WealthCollab, LLC61$4.38K<0.01%013F-HRTimeline
IFP Advisors, Inc0$4.38K<0.01%-2013F-HRTimelineAmount filed as zero, left out of ratios.
Parallel Advisors, LLC61$4.37K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC60$4.3K<0.01%+513F-HRTimeline
Arax Advisory Partners60$4.3K<0.01%-913F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC52$3.73K<0.01%013F-HRTimeline
Manchester Capital Management LLC46$3.3K<0.01%013F-HRTimeline
Bellwether Advisors, LLC36$2.58K<0.01%013F-HRTimeline
Blue Trust, Inc.31$2.22K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB26$1.86K<0.01%013F-HRTimeline
Bare Financial Services, Inc19$1.36K<0.01%+1113F-HRTimeline
AlphaQuest LLC17$1.22K<0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC13$1K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC12$861<0.01%-113F-HRTimeline
NewEdge Advisors, LLC12$861<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.11$789<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc11$789<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC10$717<0.01%013F-HRTimeline
Essential Partners LLC8$574<0.01%13F-HRTimeline
Allworth Financial LP7$502<0.01%+213F-HRTimeline
Garde Capital, Inc.5$359<0.01%013F-HRTimeline
SJS Investment Consulting Inc.5$359<0.01%-413F-HRTimeline
DiNuzzo Private Wealth, Inc.5$359<0.01%-113F-HRTimeline
Parkworth Wealth Management, Inc.1$72<0.01%013F-HRTimeline
Hemington Wealth Management4$00%-2113F-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$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.