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Get Institutions for : 
CBIZ Inc (CBZ)  
$74.48 2.50 (3.25%) as of 4:30 Wed 4/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 256    6
Total shares held : 
 44,015,841  
% of shares held : 
 80.5%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   5  
Amount of shares held : 
 706,549  
% of shares held change : 
   1.29%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
24
 1,588,736
 3.61%
 
Increased Positions :
91
 1,851,893
 4.21%
 
Unchanged Positions :
49
 380,152
 0.86%
 
Decreased Positions :
92
-2,587,433
-5.88%
 
Closed Positions :
18
-146,647
-0.33%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   VANGUARD GROUP INC 1292 - 2024-03-31 3,705,090 $290,850,000 986,774
   CAPITAL RESEARCH GLOBAL INVESTORS 210 - 2024-03-31 3,128,738 $245,606,000 2,364,545
   BURGUNDY ASSET MANAGEMENT LTD. 19 - 2024-03-31 2,179,798 $171,114,000 28,299
   Select Equity Group L.P. 56 - 2024-03-31 1,261,671 $99,041,000 996,694
   NEUBERGER BERMAN GROUP LLC 301 - 2024-03-31 1,184,609 $92,992,000 387,544
   STATE STREET CORP 1417 - 2024-03-31 1,075,005 $84,388,000 4,203
   GEODE CAPITAL MANAGEMENT LLC 1047 - 2024-03-31 1,056,161 $82,922,000 29,769
   GOLDMAN SACHS GROUP INC/ 1063 - 2024-03-31 553,145 $43,422,000 45,321
   FENIMORE ASSET MANAGEMENT INC 39 - 2024-03-31 526,789 $41,353,000 950
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1182 - 2024-03-31 506,103 $39,729,000 3,098
   FMR LLC 1431 - 2024-03-31 462,097 $36,275,000 4,247
   BESSEMER GROUP INC 216 - 2024-03-31 329,357 $25,855,000 20,567
   PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORAD 142 - 2024-03-31 303,096 $23,793,000 18,638
   ROYCE & ASSOCIATES LLC 201 - 2024-03-31 200,181 $15,714,000 100,000
   CITIGROUP INC 855 - 2024-03-31 136,484 $10,714,000 122,338
   BLAIR WILLIAM & CO/IL 328 - 2024-03-31 130,191 $10,220,000 65,968
   DEUTSCHE BANK AG 1009 - 2024-03-31 125,556 $9,856,000 713
   SUMMIT CREEK ADVISORS LLC 45 - 2024-03-31 106,615 $8,369,000 23,632
   Russell Investments Group Ltd. 1116 - 2024-03-31 71,167 $5,587,000 2,380
   KING LUTHER CAPITAL MANAGEMENT CORP 206 - 2024-03-31 70,227 $5,513,000 178
   DZ BANK AG Deutsche Zentral Genossenschafts Bank F 374 - 2024-03-31 67,184 $5,274,000 37,213
   FIRST TRUST ADVISORS LP 1270 - 2024-03-31 65,734 $5,160,000 2,844
   TEACHER RETIREMENT SYSTEM OF TEXAS 427 - 2024-03-31 55,268 $4,339,000 37,935
   Trexquant Investment LP 384 - 2024-03-31 51,843 $4,070,000 38,876
   CHATHAM CAPITAL GROUP INC 44 - 2024-03-31 51,457 $4,039,000 5,690
   ARGENT CAPITAL MANAGEMENT LLC 64 - 2024-03-31 50,958 $4,000,000 879
   BNP PARIBAS ARBITRAGE SA 1093 - 2024-03-31 50,004 $3,925,000 14,173
   Bridge City Capital LLC 19 - 2024-03-31 45,781 $3,594,000 359
   CREDIT SUISSE/ 1473 - 2024-03-31 45,621 $3,581,000 8,669
   WELLS FARGO & CO/MN 2212 - 2024-03-31 43,717 $3,432,000 311
   Private Advisor Group LLC 593 - 2024-03-31 43,465 $3,412,000 1,130
   ENVESTNET ASSET MANAGEMENT INC 2249 - 2024-03-31 42,006 $3,297,000 1,472
   HIGHTOWER ADVISORS, LLC 1221 - 2024-03-31 36,814 $2,891,000 21,533
   Millington Financial Advisors LLC 17 - 2024-03-31 28,937 $2,272,000 872
   MANUFACTURERES LIFE INSURANCE CO 1490 - 2024-03-31 26,922 $2,113,000 2,469
   CAPTRUST FINANCIAL ADVISORS 827 - 2024-03-31 24,119 $1,893,000 10,957
   CANADA PENSION PLAN INVESTMENT BOARD 909 - 2024-03-31 23,698 $1,860,000 13,200
   CITADEL ADVISORS LLC 2563 - 2024-03-31 21,340 $1,675,000 20,901
   PRINCIPAL FINANCIAL GROUP INC 1809 - 2024-03-31 19,459 $1,528,000 3,179
   Pathstone Holdings LLC 1041 - 2024-03-31 19,442 $1,526,000 14,933
   Kensington Investment Counsel LLC 51 - 2024-03-31 19,207 $1,508,000 3,673
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1124 - 2024-03-31 16,050 $1,260,000 11
   EXCHANGE TRADED CONCEPTS LLC 391 - 2024-03-31 15,745 $1,236,000 12,991
   CREATIVE PLANNING 1227 - 2024-03-31 14,920 $1,171,000 3,881
   Empowered Funds LLC 845 - 2024-03-31 13,527 $1,062,000 1,349
   ALGERT COLDIRON INVESTORS LLC 650 - 2024-03-31 10,960 $860,000 6,770
   STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMEN 1268 - 2024-03-31 16,848 $834,000 3,160
   CAPROCK Group Inc. 301 - 2024-03-31 9,810 $770,000 2
   Aquatic Capital Management LLC 448 - 2024-03-31 9,700 $761,000 6,700
   STATE OF WISCONSIN INVESTMENT BOARD 1566 - 2024-03-31 8,771 $689,000 4,518
   PROSHARE ADVISORS LLC 922 - 2024-03-31 8,617 $676,000 678
   JustInvest LLC 903 - 2024-03-31 7,804 $613,000 650
   HMS Capital Management LLC 64 - 2024-03-31 7,087 $556,000 53
   TD Waterhouse Canada Inc. 607 - 2024-03-31 6,624 $509,000 100
   State of Wyoming 143 - 2024-03-31 6,315 $496,000 506
   Mayflower Financial Advisors LLC 218 - 2024-03-31 6,118 $480,000 58
   GOTHAM ASSET MANAGEMENT, LLC 1079 - 2024-03-31 5,926 $465,000 4
   Pictet Asset Management Holding SA 1331 - 2024-03-31 5,922 $465,000 587
   MARINER WEALTH ADVISORS, LLC 2083 - 2024-03-31 5,901 $463,000 246
   HSBC HOLDINGS PLC 1765 - 2024-03-31 5,756 $452,000 5,756
   Moran Wealth Management LLC 338 - 2024-03-31 5,379 $422,000 286
   PICTET ASSET MANAGEMENT SA 1452 - 2023-06-30 6,293 $335,000 32
   STIFEL FINANCIAL CORP 2857 - 2024-03-31 4,114 $323,000 754
   HUNTINGTON NATIONAL BANK 426 - 2024-03-31 3,743 $294,000 492
   COMERICA BANK 2124 - 2024-03-31 3,719 $292,000 563
   INCEPTIONR LLC 432 - 2024-03-31 3,628 $285,000 3,628
   Sawtooth Asset Management Inc. 913 - 2023-12-31 3,805 $238,000 3,805
   ExodusPoint Capital Management LP 1218 - 2024-03-31 2,675 $210,000 2,675
   NISA INVESTMENT ADVISORS L L C 1345 - 2024-03-31 2,139 $168,000 38
   US BANCORP 2238 - 2024-03-31 1,578 $124,000 56
   KBC GROUP NV 1095 - 2024-03-31 1,197 $94,000 655
   Covestor Ltd 837 - 2024-03-31 707 $56,000 221
   SIGNATUREFD, LLC 1590 - 2024-03-31 599 $47,000 12
   VisionPoint Advisory Group LLC 337 - 2024-03-31 394 $31,000 152
   SYSTM Wealth Solutions LLC 698 - 2024-03-31 240 $19,000 23
   McIlrath & Eck LLC 461 - 2024-03-31 244 $19,000 186
   EverSource Wealth Advisors LLC 1459 - 2024-03-31 221 $16,000 22
   Parallel Advisors LLC 2184 - 2024-03-31 167 $13,000 106
   Farther Finance Advisors LLC 1875 - 2024-03-31 91 $7,000 5
   GAMMA Investing LLC 2391 - 2024-03-31 62 $5,000 15
   MASSMUTUAL TRUST CO FSB/ADV 1476 - 2024-03-31 31 $2,000 9
  81 Records found
  1    
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