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Disclosery

CBZ CBIZ INC

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COM (common), issuer CIK 944148

258 managers (262 13F filers) reported a position in CBZ shares at 2025-09-30, 50,174,542 shares in all. 41 filers opened a position and 53 filers sold out during the quarter.

Managers
258
13F filers
262
New
41
Added
69
Reduced
107
Sold out
53
Shares held by filers
50,174,542

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
CWM, LLCin group CWM, LLC1,729$92K<0.01%-10,76413F-HRTimelineGroup
TRUST CO OF VERMONT1,650$87.4K<0.01%013F-HRTimeline
AMALGAMATED BANK1,640$87K<0.01%013F-HRTimeline
KBC Group NVin group KBC Group NV1,611$85K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,264$66.9K<0.01%-28413F-HRTimelineGroup
AlphaQuest LLC1,181$62.5K<0.01%+1,16413F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,005$53.2K<0.01%new13F-HRTimelineGroup
Vestcor Inc971$51K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC931$49.3K<0.01%-713F-HRTimelineGroup
SIGNATUREFD, LLC917$48.6K<0.01%-10813F-HRTimeline
Fortis Group Advisors, LLC875$46.3K0.01%013F-HRTimeline
DANSKE BANK A/S800$42.4K<0.01%013F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…793$42K<0.01%+7113F-HRTimelineGroup
Caitong International Asset Management …559$29.6K0.02%+44213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC500$26.5K<0.01%013F-HRTimelineGroup
Trust Co500$26.5K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP494$26K<0.01%+613F-HRTimelineGroup
WHITTIER TRUST CO442$25.1K<0.01%013F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …446$24K<0.01%-3713F-HRTimelineGroup
Smartleaf Asset Management LLC429$23.1K<0.01%+31513F-HRTimeline
Arax Advisory Partners393$20.8K<0.01%+33313F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.336$17.8K<0.01%-7013F-HRTimelineGroup
MAI Capital Management329$17.4K<0.01%-513F-HRTimeline
GAMMA Investing LLC322$17.1K<0.01%+11813F-HRTimeline
MATHER GROUP, LLC.285$15.1K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…282$14.9K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc240$12.7K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC195$10K<0.01%-447,64913F-HRTimelineGroup
CENTRAL TRUST Co174$9.22K<0.01%-9813F-HRTimeline
QUADRANT CAPITAL GROUP LLC172$9.11K<0.01%new13F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…144$7.63K<0.01%013F-HRTimelineGroup
Rise Advisors, LLC130$6.88K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO117$6.2K<0.01%013F-HRTimelineGroup
HARBOR CAPITAL ADVISORS, INC.104$6K<0.01%013F-HRTimeline
Park Place Capital Corp104$5.51K<0.01%013F-HRTimeline
Versant Capital Management, Inc103$5.46K<0.01%-113F-HRTimeline
Farther Finance Advisors, LLC101$5.35K<0.01%+913F-HRTimeline
Advisory Services Network, LLC100$5.3K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.87$4.61K<0.01%-813F-HRTimeline
Parallel Advisors, LLC61$3.23K<0.01%013F-HRTimeline
WealthCollab, LLC61$3.23K<0.01%013F-HRTimeline
Manchester Capital Management LLC46$2.44K<0.01%013F-HRTimeline
Larson Financial Group LLC44$2.33K<0.01%new13F-HRTimeline
J.Safra Asset Management Corp39$2.06K<0.01%-11713F-HRTimeline
Blue Trust, Inc.31$1.64K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB26$1.38K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC13$1K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC12$636<0.01%013F-HRTimeline
NewEdge Advisors, LLC12$636<0.01%013F-HRTimeline
Bell Investment Advisors, Inc11$583<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC10$530<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.5$323<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC5$265<0.01%-5513F-HRTimeline
JPL Wealth Management, LLC5$265<0.01%new13F-HRTimeline
Allworth Financial LP4$212<0.01%-313F-HRTimeline
SJS Investment Consulting Inc.3$159<0.01%-213F-HRTimeline
Root Financial Partners, LLC2$106<0.01%new13F-HRTimeline
Covestor Ltd2$00%013F-HRTimelineValue filed as zero, left out of ratios.