CbizCBZ
13F holders, Q1 2024 (March 31)269holders
4famous investors
$78.50avg. 13F price*
At the end of Q1 2024, 269 institutions reported holding Cbiz Inc. (CBZ) in their 13F filings. The largest holders were Vanguard Group Inc. ($290.8M), BlackRock Inc. ($270.4M) and Morgan Stanley ($264.2M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Cbiz Inc.
- CUSIP
- 124805102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $70.2M |
| Exits | 26 | $25.4M |
Ownership 269 holders
| Vanguard Group Inc. | 0.01% | Add +36.3% | 3,705,090 | $290.8M |
| BlackRock Inc. | 0.01% | Reduce -2.8% | 3,445,100 | $270.4M |
| Morgan Stanley | 0.02% | Reduce -8.0% | 3,366,064 | $264.2M |
| Capital Research Global Investors | 0.06% | Add +309.4% | 3,128,738 | $245.6M |
| Burgundy Asset Management Ltd. | 1.76% | Add +1.3% | 2,179,798 | $171.1M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -13.0% | 2,017,472 | $158.4M |
| P2 Capital Partners, LLC | 12.98% | Reduce -43.9% | 1,399,011 | $109.8M |
| Select Equity Group, L.P. | 0.36% | Add +376.1% | 1,261,671 | $99.0M |
| Neuberger Berman Group LLC | 0.08% | Add +48.6% | 1,184,609 | $93.0M |
| Allspring Global Investments Holdings, LLC | 0.14% | Reduce -9.3% | 1,175,698 | $92.3M |
| State Street Corp. | 0.00% | Add +0.4% | 1,075,005 | $84.4M |
| BloombergSen Inc. | 7.24% | Reduce -1.9% | 1,067,776 | $83.8M |
| Geode Capital Management, LLC | 0.01% | Add +2.9% | 1,056,161 | $82.9M |
| Mawer Investment Management Ltd. | 0.37% | Reduce -0.3% | 1,029,928 | $80.8M |
| Silvercrest Asset Management Group LLC | 0.50% | Reduce -14.3% | 940,533 | $73.8M |
| Northern Trust Corp. | 0.01% | Reduce -1.7% | 924,519 | $72.6M |
| GW&K Investment Management, LLC | 0.61% | Reduce -20.8% | 875,264 | $68.7M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -0.8% | 828,199 | $65.0M |
| Premier Fund Managers Ltd | 2.21% | Reduce -0.3% | 713,698 | $55.7M |
| Neumeier Poma Investment Counsel LLC | 4.95% | Reduce -10.3% | 687,115 | $53.9M |
| FIL Ltd | 0.05% | No change | 677,776 | $53.2M |
| Granite Investment Partners, LLC | 1.96% | Reduce -3.6% | 655,529 | $51.5M |
| Macquarie Group Ltd. | 0.05% | Reduce -41.3% | 568,045 | $44.6M |
| Goldman Sachs Group Inc. | 0.01% | Add +8.9% | 553,145 | $43.4M |
| Fenimore Asset Management Inc | 0.87% | Add +0.2% | 526,789 | $41.4M |
| Capital World Investors | 0.01% | New | 517,064 | $40.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.6% | 506,103 | $39.7M |
| FMR LLC | 0.00% | Add +0.9% | 462,097 | $36.3M |
| Bank of America Corp. | 0.00% | Reduce -9.0% | 385,634 | $30.3M |
| Cardinal Capital Management LLC | 1.31% | Reduce -31.0% | 332,600 | $26.1M |
| William Blair Investment Management, LLC | 0.07% | Reduce -43.5% | 329,557 | $25.9M |
| Bessemer Group Inc. | 0.05% | Add +6.7% | 329,357 | $25.9M |
| Public Employees Retirement Association of Colorado | 0.10% | Add +6.5% | 303,096 | $23.8M |
| Norges Bank | 0.00% | Reduce -7.8% | 292,720 | $23.0M |
| ArrowMark Colorado Holdings LLC | 0.22% | Reduce -31.2% | 248,887 | $19.5M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -14.5% | 236,519 | $18.6M |
| Artemis Investment Management LLP | 0.22% | New | 218,531 | $17.1M |
| Royce & Associates LP | 0.14% | Add +99.8% | 200,181 | $15.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -11.6% | 195,952 | $15.4M |
| Invesco Ltd. | 0.00% | Reduce -1.1% | 190,969 | $15.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -8.1% | 182,896 | $14.4M |
| Royal Bank of Canada | 0.00% | Reduce -16.5% | 180,850 | $14.2M |
| Fiera Capital Corp | 0.04% | Reduce -5.0% | 163,675 | $12.8M |
| Paradice Investment Management LLC | 2.18% | Reduce -38.2% | 160,227 | $12.6M |
| First Manhattan Co. Llc. | 0.04% | Reduce -3.1% | 146,655 | $11.5M |
| Citigroup Inc. | 0.01% | Add +864.8% | 136,484 | $10.7M |
| Blair William & Co. | 0.03% | Add +102.7% | 130,191 | $10.2M |
| Deutsche Bank AG | 0.00% | Add +0.6% | 125,556 | $9.9M |
| Segall Bryant & Hamill, LLC | 0.18% | Reduce -1.4% | 125,457 | $9.8M |
| Two Sigma Advisers, LP | 0.02% | Reduce -28.4% | 115,323 | $9.1M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -10.8% | 107,306 | $8.4M |
| Summit Creek Advisors LLC | 1.05% | Add +28.5% | 106,615 | $8.4M |
| UBS Group AG | 0.00% | Reduce -1.1% | 100,659 | $7.9M |
| Swiss National Bank | 0.00% | No change | 88,300 | $6.9M |
| Pacific Capital Partners Ltd | 4.49% | Reduce -5.4% | 87,500 | $6.9M |
| New York State Common Retirement Fund | 0.01% | Reduce -0.0% | 85,575 | $6.7M |
| Janus Henderson Group PLC | 0.00% | Reduce -2.8% | 76,737 | $6.0M |
| Laurus Global Equity Management Inc. | 2.11% | No change | 56,600 | $6.0M |
| Boston Partners | 0.01% | Reduce -13.5% | 72,268 | $5.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -2.3% | 71,170 | $5.6M |
| Russell Investments Group, Ltd. | 0.01% | Add +3.5% | 71,167 | $5.6M |
| King Luther Capital Management Corp. | 0.03% | Add +0.3% | 70,227 | $5.5M |
| Bancreek Capital Management, LP | 4.09% | New | 69,979 | $5.5M |
| Rhumbline Advisers | 0.01% | Reduce -3.1% | 69,678 | $5.5M |
| STRS Ohio | 0.02% | Reduce -26.8% | 69,300 | $5.4M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | Add +124.2% | 67,184 | $5.3M |
| First Trust Advisors LP | 0.01% | Add +4.5% | 65,734 | $5.2M |
| Retirement Systems of Alabama | 0.02% | Reduce -16.5% | 64,738 | $5.1M |
| Rice Hall James & Associates, LLC | 0.26% | Reduce -0.3% | 58,925 | $4.6M |
| Woodard & Co. Asset Management Group Inc. | 1.21% | No change | 57,645 | $4.5M |
| Thompson Siegel & Walmsley LLC | 0.07% | Reduce -5.0% | 56,700 | $4.5M |
| Great Lakes Advisors, LLC | 0.04% | Reduce -19.9% | 56,061 | $4.4M |
| Teacher Retirement System of Texas | 0.03% | Add +218.9% | 55,268 | $4.3M |
| Alliancebernstein L.P. | 0.00% | Reduce -5.4% | 52,681 | $4.1M |
| Trexquant Investment LP | 0.08% | Add +299.8% | 51,843 | $4.1M |
| Chatham Capital Group, Inc. | 0.74% | Add +12.4% | 51,457 | $4.0M |
| Two Sigma Investments, LP | 0.01% | Reduce -68.3% | 51,325 | $4.0M |
| Legal & General Group Plc | 0.00% | Add +1.5% | 51,155 | $4.0M |
| Argent Capital Management LLC | 0.12% | Add +1.8% | 50,958 | $4.0M |
| BNP Paribas Financial Markets | 0.00% | Add +39.6% | 50,004 | $3.9M |
| Roundview Capital LLC | 0.29% | No change | 45,881 | $3.6M |
| Bridge City Capital, LLC | 1.31% | Add +0.8% | 45,781 | $3.6M |
| Credit Suisse AG/ | 0.00% | Add +23.5% | 45,621 | $3.6M |
| California State Teachers Retirement System | 0.00% | Reduce -5.6% | 45,166 | $3.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -36.9% | 44,885 | $3.5M |
| Wells Fargo & Company | 0.00% | Add +0.7% | 43,717 | $3.4M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -2.9% | 43,475 | $3.4M |
| Private Advisor Group, LLC | 0.02% | Add +2.7% | 43,465 | $3.4M |
| Victory Capital Management Inc. | 0.00% | Reduce -92.6% | 43,293 | $3.4M |
| Barclays PLC | 0.00% | Reduce -43.0% | 42,594 | $3.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.6% | 42,006 | $3.3M |
| American Century Companies Inc. | 0.00% | Reduce -0.3% | 39,994 | $3.1M |
| HighTower Advisors, LLC | 0.00% | Add +140.9% | 36,814 | $2.9M |
| Manatuck Hill Partners, LLC | 1.24% | Reduce -64.2% | 35,800 | $2.8M |
| Martingale Asset Management L P | 0.05% | Reduce -15.9% | 34,275 | $2.7M |
| Calamos Advisors LLC | 0.02% | Reduce -12.5% | 33,445 | $2.6M |
| Sei Investments Co. | 0.00% | Reduce -17.2% | 32,161 | $2.5M |
| Chase Investment Counsel Corp. | 0.93% | Reduce -2.9% | 31,867 | $2.5M |
| Panagora Asset Management Inc. | 0.01% | Reduce -11.9% | 31,311 | $2.5M |
| Millington Financial Advisors, LLC | 1.62% | Add +3.1% | 28,937 | $2.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +10.1% | 26,922 | $2.1M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -49.4% | 26,914 | $2.1M |
| MetLife Investment Management, LLC | 0.01% | No change | 24,698 | $1.9M |
| Schneider Downs Wealth Management Advisors, LP | 0.44% | Reduce -14.0% | 24,333 | $1.9M |
| Captrust Financial Advisors | 0.01% | Add +83.3% | 24,119 | $1.9M |
| Canada Pension Plan Investment Board | 0.00% | Add +125.7% | 23,698 | $1.9M |
| American International Group, Inc. | 0.01% | Reduce -0.8% | 23,638 | $1.9M |
| AXA S.A. | 0.01% | Reduce -24.1% | 21,800 | $1.7M |
| Assenagon Asset Management S.A. | 0.00% | Reduce -76.9% | 21,600 | $1.7M |
| Citadel Advisors | 0.00% | Add +4761.1% | 21,340 | $1.7M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -51.2% | 21,323 | $1.7M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -4.8% | 20,648 | $1.6M |
| LPL Financial LLC | 0.00% | Reduce -5.5% | 20,246 | $1.6M |
| Principal Financial Group Inc. | 0.00% | Add +19.5% | 19,459 | $1.5M |
| Pathstone Holdings, LLC | 0.01% | Add +331.2% | 19,442 | $1.5M |
| D. E. Shaw & Co. | 0.00% | Reduce -74.0% | 19,424 | $1.5M |
| Cwm, LLC | 0.01% | Reduce -12.7% | 19,217 | $1.5M |
| Kensington Investment Counsel, LLC | 0.69% | Add +23.6% | 19,207 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.1% | 18,894 | $1.5M |
| Jump Financial, LLC | 0.04% | Reduce -32.7% | 17,265 | $1.4M |
| Cerity Partners LLC | 0.00% | New | 17,125 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.1% | 16,050 | $1.3M |
| Voya Investment Management LLC | 0.00% | Reduce -19.1% | 15,746 | $1.2M |
| Exchange Traded Concepts, LLC | 0.03% | Add +471.7% | 15,745 | $1.2M |
| Marshall Wace, LLP | 0.00% | Reduce -23.0% | 15,737 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -49.9% | 15,058 | $1.2M |
| Creative Planning | 0.00% | Add +35.2% | 14,920 | $1.2M |
| AQR Capital Management | 0.00% | Reduce -11.5% | 14,784 | $1.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -5.7% | 21,901 | $1.1M |
| Chicago Wealth Management, Inc. | 0.65% | Reduce -17.6% | 14,000 | $1.1M |
| Legato Capital Management LLC | 0.13% | No change | 13,832 | $1.1M |
| Valeo Financial Advisors, LLC | 0.04% | Reduce -5.6% | 13,669 | $1.1M |
| Empowered Funds, LLC | 0.02% | Add +11.1% | 13,527 | $1.1M |
| Apexium Financial, LP | 0.08% | No change | 13,246 | $1.0M |
| Arizona State Retirement System | 0.01% | Reduce -1.6% | 12,328 | $968K |
| Handelsbanken Fonder AB | 0.00% | No change | 12,300 | $966K |
| Meritage Portfolio Management | 0.06% | No change | 11,148 | $875K |
| Next Capital Management LLC | 0.35% | No change | 11,000 | $864K |
| Algert Global LLC | 0.03% | Add +161.6% | 10,960 | $860K |
| State Board of Administration of Florida Retirement System | 0.00% | Add +23.1% | 16,848 | $834K |
| Corient Private Wealth LP | 0.00% | Reduce -2.4% | 10,293 | $808K |
| Truist Financial Corp. | 0.00% | Reduce -0.1% | 10,255 | $805K |
| RBF Capital, LLC | 0.04% | No change | 10,000 | $785K |
| Caprock Group, LLC | 0.04% | Add +0.0% | 9,810 | $770K |
| Aquatic Capital Management LLC | 0.02% | Add +223.3% | 9,700 | $761K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -10.6% | 9,619 | $755K |
| Valtinson Bruner Financial Planning LLC | 0.30% | No change | 9,017 | $708K |
| State of Wisconsin Investment Board | 0.00% | Add +106.2% | 8,771 | $689K |
| Dodds Wealth, LLC | 0.28% | No change | 8,742 | $686K |
| ProShare Advisors LLC | 0.00% | Add +8.5% | 8,617 | $676K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +9.1% | 7,804 | $613K |
| Commerce Bank | 0.00% | Reduce -18.4% | 7,263 | $570K |
| HMS Capital Management, LLC | 0.31% | Add +0.8% | 7,087 | $556K |
| Jane Street Group, LLC | 0.00% | Reduce -39.7% | 6,839 | $537K |
| Country Club Bank | 0.04% | No change | 6,613 | $519K |
| Yarbrough Capital, LLC | 0.02% | No change | 6,601 | $518K |
| TD Waterhouse Canada Inc. | 0.00% | Add +1.5% | 6,624 | $509K |
| Ifrah Financial Services, Inc. | 0.14% | Reduce -2.5% | 6,417 | $504K |
| State of Wyoming | 0.08% | Add +8.7% | 6,315 | $496K |
| Mayflower Financial Advisors, LLC | 0.08% | Add +1.0% | 6,118 | $480K |
| Gotham Asset Management | 0.01% | Add +0.1% | 5,926 | $465K |
| Pictet Asset Management Holding SA | 0.00% | Add +11.0% | 5,922 | $465K |
| Mariner, LLC | 0.00% | Add +4.3% | 5,901 | $463K |
| HSBC Holdings PLC | 0.00% | New | 5,756 | $452K |
| Susquehanna Fundamental Investments, LLC | 0.02% | New | 5,600 | $440K |
| Cresset Asset Management, LLC | 0.00% | Reduce -7.9% | 5,549 | $436K |
| CBIZ Investment Advisory Services, LLC | 0.03% | Reduce -20.4% | 5,454 | $428K |
| Moran Wealth Management, LLC | 0.01% | Add +5.6% | 5,379 | $422K |
| Burton Enright Welch | 0.10% | Reduce -73.3% | 5,284 | $415K |
| Sawgrass Asset Management LLC | 0.04% | Reduce -15.8% | 4,950 | $389K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -3.7% | 4,783 | $375K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -11.7% | 4,658 | $366K |
| New York Life Investment Management LLC | 0.00% | Reduce -34.5% | 4,569 | $359K |
| Inspire Investing, LLC | 0.04% | Reduce -25.7% | 4,567 | $359K |
| Landscape Capital Management, L.L.C. | 0.03% | New | 4,520 | $355K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -28.6% | 4,500 | $353K |
| Kavar Capital Partners Group, LLC | 0.06% | New | 4,285 | $336K |
| Stifel Financial Corp. | 0.00% | Add +22.4% | 4,114 | $323K |
| Cynosure Group, LLC | 0.06% | New | 4,035 | $317K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -5.9% | 3,970 | $312K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -0.3% | 3,795 | $298K |
| Simplicity Wealth,LLC | 0.01% | New | 3,795 | $298K |
| Aristides Capital LLC | 0.13% | New | 3,793 | $298K |
| Huntington National Bank | 0.00% | Add +15.1% | 3,743 | $294K |
| Mackenzie Financial Corp. | 0.00% | No change | 3,720 | $292K |
| Comerica Bank | 0.00% | Add +17.8% | 3,719 | $292K |
| Inceptionr LLC | 0.07% | New | 3,628 | $285K |
| Prudential Financial Inc. | 0.00% | Reduce -5.9% | 3,616 | $284K |
| Glenmede Trust Co. NA | 0.00% | Reduce -0.9% | 3,594 | $282K |
| Flaharty Asset Management, LLC | 0.04% | No change | 3,492 | $274K |
| Sanders Morris Harris LLC | 0.05% | New | 3,400 | $267K |
| Welch & Forbes LLC | 0.00% | No change | 3,383 | $266K |
| XTX Topco Ltd | 0.04% | New | 3,316 | $260K |
| Compass Ion Advisors, LLC | 0.04% | No change | 3,297 | $259K |
| Pinnacle Financial Partners Inc | 0.01% | New | 3,142 | $247K |
| Lazard Asset Management LLC | 0.00% | Reduce -71.8% | 3,040 | $238K |
| DekaBank Deutsche Girozentrale | 0.00% | Reduce -62.3% | 3,040 | $236K |
| Cross Staff Investments Inc | 0.20% | New | 3,000 | $236K |
| One Wealth Advisors, LLC | 0.04% | New | 2,973 | $233K |
| Advisors Capital Management, LLC | 0.00% | New | 2,900 | $228K |
| Xponance LLC | 0.00% | New | 2,897 | $227K |
| Vestcor Inc | 0.01% | Reduce -40.0% | 2,774 | $218K |
| ExodusPoint Capital Management, LP | 0.00% | New | 2,675 | $210K |
| Sound View Wealth Advisors Group, LLC | 0.02% | New | 2,550 | $200K |
| Seven Eight Capital, LP | 0.02% | New | 2,549 | $200K |
| Metropolitan Life Insurance Co | 0.01% | Reduce -8.8% | 2,517 | $198K |
| nVerses Capital, LLC | 0.41% | New | 2,200 | $173K |
| Nisa Investment Advisors, LLC | 0.00% | Add +1.8% | 2,139 | $168K |
| IFP Advisors, Inc | 0.01% | New | 2,130 | $167K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -88.1% | 1,700 | $133K |
| SG Americas Securities, LLC | 0.00% | Reduce -72.4% | 1,690 | $133K |
| Trust Co. of Vermont | 0.01% | Reduce -15.4% | 1,650 | $130K |
| Harvest Fund Management Co., Ltd | 0.01% | New | 1,627 | $128K |
| Amalgamated Bank | 0.00% | Reduce -76.7% | 1,618 | $127K |
| US Bancorp \de | 0.00% | Add +3.7% | 1,578 | $124K |
| KBC Group NV | 0.00% | Add +120.8% | 1,197 | $94K |
| Osaic Holdings, Inc. | 0.00% | Reduce -16.4% | 997 | $78K |
| Fortis Group Advisors, LLC | 0.01% | Reduce -50.0% | 875 | $69K |
| Assetmark, Inc. | 0.00% | Reduce -16.6% | 755 | $59K |
| Covestor Ltd | 0.04% | Add +45.5% | 707 | $56K |
| Whittier Trust Co. | 0.00% | New | 693 | $54K |
| Signaturefd, LLC | 0.00% | Add +2.0% | 599 | $47K |
| Federated Hermes, Inc. | 0.00% | Reduce -34.5% | 510 | $40K |
| Cassady Schiller Wealth Management, LLC | 0.02% | No change | 500 | $39K |
| Trust Co | 0.01% | New | 500 | $39K |
| Ancora Advisors LLC | 0.00% | No change | 500 | $39K |
| Global Financial Private Client, LLC | 0.01% | No change | 406 | $32K |
| Balefire, LLC | 0.01% | Add +62.8% | 394 | $31K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -16.4% | 300 | $24K |
| Silicon Valley Capital Partners | 0.00% | No change | 293 | $23K |
| McIlrath & Eck, LLC | 0.00% | Add +320.7% | 244 | $19K |
| SYSTM Wealth Solutions LLC | 0.00% | Add +10.6% | 240 | $19K |
| Quadrant Capital Group LLC | 0.00% | Reduce -0.5% | 202 | $16K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +11.1% | 221 | $16K |
| Lindbrook Capital, LLC | 0.00% | No change | 189 | $15K |
| National Bank of Canada | 0.00% | No change | 188 | $14K |
| Parallel Advisors, LLC | 0.00% | Add +173.8% | 167 | $13K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 144 | $11K |
| Principal Securities, Inc. | 0.00% | No change | 110 | $9K |
| Park Place Capital Corp | 0.00% | Reduce -18.1% | 104 | $8K |
| Farther Finance Advisors, LLC | 0.00% | Add +5.8% | 91 | $7K |
| Quarry LP | 0.00% | Reduce -67.4% | 79 | $6K |
| Crewe Advisors LLC | 0.00% | No change | 77 | $6K |
| Mather Group, Llc. | 0.00% | New | 90 | $6K |
| CIBC Private Wealth Group LLC | 0.00% | New | 64 | $5K |
| GAMMA Investing LLC | 0.00% | Add +31.9% | 62 | $5K |
| Creative Financial Designs Inc. | 0.00% | New | 55 | $4K |
| Manchester Capital Management LLC | 0.00% | No change | 46 | $4K |
| WealthCollab, LLC | 0.00% | No change | 45 | $4K |
| Hexagon Capital Partners LLC | 0.00% | New | 42 | $3K |
| Avior Wealth Management, LLC | 0.00% | New | 41 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +40.9% | 31 | $2K |
| NewEdge Advisors, LLC | 0.00% | No change | 26 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 21 | $2K |
| Arax Advisory Partners | 0.00% | Reduce -17.4% | 19 | $1K |
| AlphaQuest LLC | 0.00% | Reduce -99.8% | 15 | $1K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 14 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 13 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 12 | $942 |
| Bell Investment Advisors, Inc | 0.00% | No change | 11 | $864 |
| SJS Investment Consulting Inc. | 0.00% | No change | 8 | $628 |
| Riggs Asset Managment Co. Inc. | 0.00% | New | 6 | $471 |
| Versant Capital Management, Inc | 0.00% | No change | 5 | $393 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 5 | $393 |
| Rothschild Investment LLC | 0.00% | New | 5 | $393 |
| Bokf, NA | 0.00% | No change | 5 | $389 |
| Allworth Financial LP | 0.00% | New | 3 | $236 |
| Global Retirement Partners, LLC | 0.00% | No change | 3 | $236 |
| TFO Wealth Partners, LLC | 0.00% | No change | 1 | $79 |
"% of holder's portfolio" is CBZ's weight in each manager's 13F, not the share of Cbiz Inc. the manager owns.