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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 : 
 $51.30  
Last Quarter's Ending Price : 
 $62.59  
Last Quarter's Average Price : 
 $56.46  
Change from last quarter's     
avg. price to the last closing  : 
18.02 (31.92%)  




 
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: 3-31-2022 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 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
   BLACKROCK INC. 1572 - 2023-12-31 3,542,696 $221,737,000 183,796
   VANGUARD GROUP INC 1597 - 2023-12-31 2,718,316 $170,139,000 51,127
   BURGUNDY ASSET MANAGEMENT LTD. 23 - 2023-12-31 2,151,499 $134,662,000 112,117
   GANNETT WELSH & KOTLER 37 - 2023-12-31 1,105,210 $69,175,000 78,515
   BLOOMBERGSAN INVESTMENT PARTNERS 10 - 2023-12-31 1,088,951 $68,157,000 60,838
   STATE STREET CORP 1540 - 2023-12-31 1,070,802 $67,021,000 34,315
   GEODE CAPITAL MANAGEMENT LLC 1174 - 2023-12-31 1,026,392 $64,250,000 47,635
   NORTHERN TRUST CORP 896 - 2023-12-31 940,644 $58,875,000 2,821
   NEUBERGER BERMAN GROUP LLC 419 - 2023-12-31 797,065 $49,888,000 326,783
   NEUMEIER INVESTMENT COUNSEL LLC 3 - 2023-12-31 765,855 $47,935,000 44,700
   Premier Fund Managers Ltd 25 - 2023-12-31 715,942 $44,814,000 100,000
   FENIMORE ASSET MANAGEMENT INC - 2024-03-31 526,789 $41,353,000 950
   GOLDMAN SACHS GROUP INC/ 1240 - 2023-12-31 507,824 $31,785,000 54,573
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1305 - 2023-12-31 503,005 $31,483,000 7,649
   FMR LLC 1476 - 2023-12-31 457,850 $28,657,000 19,721
   BANK OF AMERICA CORP /DE/ 1581 - 2023-12-31 423,887 $26,531,000 40,909
   PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORAD 189 - 2023-12-31 284,458 $17,804,000 26,898
   NUVEEN ASSET MANAGEMENT, LLC 1243 - 2023-12-31 276,668 $17,317,000 11,749
   ROYAL BANK OF CANADA 1297 - 2023-12-31 216,483 $13,550,000 1,670
   INVESCO LTD 1674 - 2023-12-31 192,994 $12,079,000 24,646
   TWO SIGMA INVESTMENTS LLC 590 - 2023-12-31 161,753 $10,124,000 105,706
   TWO SIGMA ADVISERS, LLC 525 - 2023-12-31 161,123 $10,085,000 101,900
   SEGALL BRYANT & HAMILL 217 - 2023-12-31 127,257 $7,965,000 415
   PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 473 - 2023-12-31 120,259 $7,527,000 8,104
   UBS Group AG 1771 - 2023-12-31 101,767 $6,370,000 33,285
   ROYCE & ASSOCIATES LLC 438 - 2023-12-31 100,181 $6,270,000 20,515
   MANATUCK HILL PARTNERS, LLC 10 - 2023-12-31 100,000 $6,259,000 32,000
   NEW YORK STATE COMMON RETIREMENT FUND 1071 - 2023-12-31 85,595 $5,357,000 32
   JANUS HENDERSON GROUP PLC 818 - 2023-12-31 78,923 $4,940,000 6,024
   BARCLAYS PLC 1511 - 2023-12-31 74,792 $4,681,000 57,993
   D E SHAW & CO INC 1126 - 2023-12-31 74,573 $4,668,000 9,435
   AMERIPRISE FINANCIAL INC 2370 - 2023-12-31 71,072 $4,448,000 115
   KING LUTHER CAPITAL MANAGEMENT CORP 214 - 2023-12-31 70,049 $4,384,000 8,719
   Russell Investments Group Ltd. 1187 - 2023-12-31 68,787 $4,305,000 7,649
   CHATHAM CAPITAL GROUP INC 44 - 2024-03-31 51,457 $4,039,000 5,690
   BLAIR WILLIAM & CO/IL 512 - 2023-12-31 64,223 $4,020,000 5,607
   ARGENT CAPITAL MANAGEMENT LLC - 2024-03-31 50,958 $4,000,000 879
   BNP PARIBAS ARBITRAGE SA - 2024-03-31 50,004 $3,925,000 14,173
   THOMPSON SIEGEL & WALMSLEY LLC 217 - 2023-12-31 59,700 $3,737,000 16,500
   Bridge City Capital LLC 19 - 2024-03-31 45,781 $3,594,000 359
   Private Advisor Group LLC - 2024-03-31 43,465 $3,412,000 1,130
   LEGAL & GENERAL GROUP PLC 1732 - 2023-12-31 50,391 $3,154,000 230
   VOLORIDGE INVESTMENT MANAGEMENT LLC 740 - 2023-12-31 46,392 $2,904,000 28,745
   GREAT WEST LIFE ASSURANCE CO /CAN/ 1074 - 2023-12-31 44,777 $2,785,000 4,234
   WELLS FARGO & CO/MN 2289 - 2023-12-31 43,406 $2,717,000 2,883
   ENVESTNET ASSET MANAGEMENT INC 2311 - 2023-12-31 40,534 $2,537,000 2,581
   AXA 728 - 2023-12-31 28,715 $1,797,000 815
   MILLENNIUM MANAGEMENT LLC 2437 - 2023-12-31 27,098 $1,696,000 189
   Jump Financial LLC 464 - 2023-12-31 25,646 $1,605,000 25,646
   PRINCIPAL FINANCIAL GROUP INC - 2024-03-31 19,459 $1,528,000 3,179
   Ensign Peak Advisors Inc 1150 - 2023-12-31 21,690 $1,358,000 3,950
   LPL FINANCIAL CORP 2750 - 2023-12-31 21,412 $1,340,000 233
   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
   HIGHTOWER ADVISORS, LLC 1813 - 2023-12-31 15,281 $956,000 112
   TOWER RESEARCH CAPITAL LLC 928 - 2023-12-31 14,282 $894,000 13,452
   CITIGROUP INC 2170 - 2023-12-31 14,146 $885,000 8,142
   CAPTRUST FINANCIAL ADVISORS 1386 - 2023-12-31 13,162 $824,000 501
   CAPROCK Group Inc. - 2024-03-31 9,810 $770,000 2
   Empowered Funds LLC 874 - 2023-12-31 12,178 $762,000 2,125
   CREATIVE PLANNING 1471 - 2023-12-31 11,039 $691,000 454
   LAZARD ASSET MANAGEMENT LLC 843 - 2023-12-31 10,795 $675,000 2,736
   CI Private Wealth LLC 1453 - 2023-12-31 10,550 $660,000 1,962
   HMS Capital Management LLC 64 - 2024-03-31 7,087 $556,000 53
   PROSHARE ADVISORS LLC 1037 - 2023-12-31 7,939 $497,000 1,708
   Mayflower Financial Advisors LLC 218 - 2024-03-31 6,118 $480,000 58
   AIGEN INVESTMENT MANAGEMENT LP 378 - 2023-12-31 6,867 $430,000 2,642
   TD Waterhouse Canada Inc. 570 - 2023-12-31 6,524 $398,000 3,499
   CWM Advisors LLC 563 - 2023-12-31 6,143 $384,000 196
   Cresset Asset Management LLC 1356 - 2023-12-31 6,024 $377,000 731
   State of Wyoming 220 - 2023-12-31 5,809 $364,000 818
   MARINER WEALTH ADVISORS, LLC 2193 - 2023-12-31 5,655 $354,000 21
   PICTET ASSET MANAGEMENT SA 1452 - 2023-06-30 6,293 $335,000 32
   Moran Wealth Management LLC 361 - 2023-12-31 5,093 $319,000 189
   SUMMIT INVESTMENT ADVISORS INC 994 - 2023-12-31 4,965 $311,000 200
   HUNTINGTON NATIONAL BANK - 2024-03-31 3,743 $294,000 492
   Bleakley Financial Group LLC - 2023-12-31 3,805 $238,000 3,805
   Sawtooth Asset Management Inc. 913 - 2023-12-31 3,805 $238,000 3,805
   MACKENZIE FINANCIAL CORP 1263 - 2023-12-31 3,720 $233,000 3,720
   COMERICA BANK 2246 - 2023-12-31 3,156 $198,000 2,362
   NISA INVESTMENT ADVISORS L L C - 2024-03-31 2,139 $168,000 38
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1124 - 2023-12-31 905 $57,000 180
   SIGNATUREFD, LLC - 2024-03-31 599 $47,000 12
   SYSTM Wealth Solutions LLC 698 - 2024-03-31 240 $19,000 23
   QUADRANT CAPITAL GROUP LLC 1962 - 2023-12-31 203 $13,000 2
   EverSource Wealth Advisors LLC 1479 - 2023-12-31 199 $12,000 10
   West Tower Group LLC 382 - 2023-12-31 134 $8,000 134
   GAMMA Investing LLC 2391 - 2024-03-31 62 $5,000 15
   Farther Finance Advisors LLC 1970 - 2023-12-31 86 $5,000 42
   MASSMUTUAL TRUST CO FSB/ADV 1476 - 2024-03-31 31 $2,000 9
   SRS Capital Advisors Inc. 1217 - 2023-12-31 23 $1,000 5
  91 Records found
  1    
  Page 1 of 1
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