CbizCBZ
13F holders, Q1 2025 (March 31)290holders +8
40new positions
32sold out
4famous investors
$75.86avg. 13F price*
At the end of Q1 2025, 290 institutions reported holding Cbiz Inc. (CBZ) in their 13F filings, up 8 from Q4 2024. 40 opened new positions and 32 sold out. The largest holders were Vanguard Group Inc. ($352.9M), BlackRock, Inc. ($270.8M) and Morgan Stanley ($236.7M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $21.5M |
| Exits | 32 | $23.4M |
All 13F filers, Q4 2024 → Q1 2025: 1,932,415 shares bought and 2,967,133 shares sold, net −1,034,718 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 290 holders
| Vanguard Group Inc. | 0.01% | Reduce -1.4% | 4,651,812 | $352.9M |
| BlackRock, Inc. | 0.01% | Reduce -3.4% | 3,569,161 | $270.8M |
| Morgan Stanley | 0.02% | Add +1.9% | 3,120,728 | $236.7M |
| Capital Research Global Investors | 0.04% | Reduce -23.2% | 2,707,096 | $205.4M |
| Burgundy Asset Management Ltd. | 1.75% | Add +6.7% | 2,220,266 | $168.4M |
| P2 Capital Partners, LLC | 28.23% | Add +6.0% | 1,917,063 | $145.4M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -5.3% | 1,409,791 | $106.9M |
| Capital World Investors | 0.02% | Add +9.4% | 1,241,179 | $94.2M |
| State Street Corp. | 0.00% | Reduce -0.6% | 1,157,702 | $87.8M |
| Geode Capital Management, LLC | 0.01% | Add +1.6% | 1,127,637 | $85.6M |
| FMR LLC | 0.01% | Add +5.8% | 1,035,972 | $78.6M |
| BloombergSen Inc. | 6.70% | Reduce -1.7% | 1,022,380 | $77.6M |
| Northern Trust Corp. | 0.01% | Reduce -0.9% | 931,870 | $70.7M |
| GW&K Investment Management, LLC | 0.63% | Add +9.7% | 893,516 | $67.8M |
| Allspring Global Investments Holdings, LLC | 0.11% | Reduce -23.8% | 849,054 | $65.4M |
| Premier Fund Managers Ltd | 2.27% | Reduce -0.3% | 810,999 | $60.8M |
| JPMorgan Chase & Co. | 0.00% | Add +7.3% | 753,520 | $57.2M |
| Silvercrest Asset Management Group LLC | 0.38% | Reduce -13.1% | 707,123 | $53.6M |
| Invesco Ltd. | 0.01% | Reduce -8.5% | 703,928 | $53.4M |
| Artemis Investment Management LLP | 0.73% | Add +60.4% | 631,893 | $47.9M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -9.8% | 585,808 | $44.4M |
| Granite Investment Partners, LLC | 2.08% | Reduce -4.1% | 538,292 | $40.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -2.2% | 524,122 | $39.8M |
| Neumeier Poma Investment Counsel LLC | 3.72% | Add +0.1% | 456,382 | $34.6M |
| Bank of America Corp. | 0.00% | Add +5.0% | 453,245 | $34.4M |
| Fenimore Asset Management Inc | 0.69% | Add +0.2% | 432,337 | $32.8M |
| Macquarie Group Ltd. | 0.04% | Add +7.9% | 428,080 | $32.5M |
| Bessemer Group Inc. | 0.06% | Add +3.9% | 427,923 | $32.5M |
| Blair William & Co. | 0.10% | Add +1.1% | 427,605 | $32.4M |
| Geneva Capital Management LLC | 0.60% | Add +0.4% | 425,004 | $32.2M |
| Wellington Management Group LLP | 0.01% | Add +2.1% | 410,180 | $31.1M |
| Royal Bank of Canada | 0.01% | Add +90.7% | 396,278 | $30.1M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -28.1% | 369,866 | $28.1M |
| Handelsbanken Fonder AB | 0.11% | Add +7.8% | 347,000 | $26.3M |
| Public Employees Retirement Association of Colorado | 0.10% | Add +1.5% | 316,438 | $24.0M |
| Nuveen, LLC | 0.01% | — | 309,702 | $23.5M |
| Waters Parkerson & Co., LLC | 1.23% | Add +6.6% | 304,488 | $23.1M |
| Summit Creek Advisors LLC | 3.37% | Add +0.0% | 304,090 | $23.1M |
| Fiera Capital Corp | 0.06% | Add +14.6% | 234,522 | $17.8M |
| Royce & Associates LP | 0.17% | Add +0.6% | 210,219 | $15.9M |
| Segall Bryant & Hamill, LLC | 0.19% | Add +12.1% | 166,457 | $12.6M |
| UBS Group AG | 0.00% | Add +59.4% | 151,315 | $11.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.3% | 149,558 | $11.3M |
| Deutsche Bank AG | 0.00% | Reduce -2.6% | 146,328 | $11.1M |
| First Manhattan Co. Llc. | 0.03% | Reduce -1.6% | 143,305 | $10.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +5.7% | 143,270 | $10.9M |
| Neuberger Berman Group LLC | 0.01% | Add +7.0% | 139,445 | $10.6M |
| Pacific Capital Partners Ltd | 6.00% | Add +6.4% | 125,000 | $9.5M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -8.3% | 110,120 | $8.4M |
| Two Sigma Advisers, LP | 0.02% | Add +14.8% | 105,623 | $8.0M |
| Susquehanna International Group, LLP | 0.01% | Add +32.3% | 98,216 | $7.5M |
| STRS Ohio | 0.03% | Add +16.5% | 91,200 | $6.9M |
| SG Capital Management LLC | 0.69% | Reduce -64.0% | 90,314 | $6.9M |
| Argent Capital Management LLC | 0.21% | Add +3.4% | 88,969 | $6.7M |
| Alpha Wave Global, LP | 2.99% | New | 88,495 | $6.7M |
| Swiss National Bank | 0.00% | Reduce -1.6% | 87,500 | $6.6M |
| Bridge City Capital, LLC | 1.92% | Add +0.1% | 84,591 | $6.4M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -23.1% | 83,512 | $6.3M |
| King Luther Capital Management Corp. | 0.03% | Add +0.1% | 82,225 | $6.2M |
| Bancreek Capital Management, LP | 9.28% | Reduce -10.8% | 81,792 | $6.2M |
| New York State Common Retirement Fund | 0.01% | No change | 79,695 | $6.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.3% | 78,194 | $5.9M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.02% | Reduce -49.1% | 77,514 | $5.8M |
| Ameriprise Financial Inc. | 0.00% | Add +39.4% | 76,019 | $5.8M |
| Legal & General Group Plc | 0.00% | Add +31.3% | 73,320 | $5.6M |
| Rhumbline Advisers | 0.01% | Add +3.7% | 72,236 | $5.5M |
| Two Sigma Investments, LP | 0.01% | Add +72.6% | 71,556 | $5.4M |
| Norges Bank | 0.00% | Reduce -55.9% | 65,215 | $4.9M |
| Russell Investments Group, Ltd. | 0.01% | Add +76.3% | 63,868 | $4.8M |
| Barclays PLC | 0.00% | Reduce -28.1% | 61,512 | $4.7M |
| First Trust Advisors LP | 0.00% | Add +231.7% | 60,056 | $4.6M |
| Retirement Systems of Alabama | 0.02% | No change | 59,288 | $4.5M |
| ExodusPoint Capital Management, LP | 0.06% | Add +30.4% | 57,909 | $4.4M |
| Woodard & Co. Asset Management Group Inc. | 0.91% | No change | 57,645 | $4.4M |
| Alliancebernstein L.P. | 0.00% | No change | 53,996 | $4.1M |
| Chatham Capital Group, Inc. | 0.67% | Add +4.5% | 53,292 | $4.0M |
| Advantage Alpha Capital Partners LP | 0.98% | Add +9.5% | 52,871 | $4.0M |
| Victory Capital Management Inc. | 0.00% | Reduce -11.5% | 52,115 | $4.0M |
| Wells Fargo & Company | 0.00% | Add +0.2% | 42,905 | $3.3M |
| Private Advisor Group, LLC | 0.02% | Reduce -0.0% | 42,757 | $3.2M |
| Citadel Advisors | 0.00% | Reduce -85.8% | 42,686 | $3.2M |
| Rice Hall James & Associates, LLC | 0.19% | Reduce -0.4% | 42,555 | $3.2M |
| California State Teachers Retirement System | 0.00% | Reduce -1.4% | 41,854 | $3.2M |
| Jane Street Group, LLC | 0.01% | Add +96.1% | 41,240 | $3.1M |
| Roundview Capital LLC | 0.22% | Reduce -8.8% | 40,423 | $3.1M |
| Basswood Capital Management, L.L.C. | 0.17% | No change | 40,355 | $3.1M |
| Empowered Funds, LLC | 0.04% | Reduce -2.9% | 40,269 | $3.1M |
| Citigroup Inc. | 0.00% | Reduce -41.2% | 38,345 | $2.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +130.8% | 38,340 | $2.9M |
| Great Lakes Advisors, LLC | 0.03% | Reduce -19.9% | 37,073 | $2.8M |
| LPL Financial LLC | 0.00% | Add +89.5% | 38,181 | $2.8M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 35,296 | $2.7M |
| Pathstone Holdings, LLC | 0.01% | Add +16.1% | 32,202 | $2.4M |
| Millington Financial Advisors, LLC | 1.50% | Add +2.6% | 31,334 | $2.4M |
| Taylor Frigon Capital Management LLC | 1.44% | Add +67.4% | 31,891 | $2.4M |
| HighTower Advisors, LLC | 0.00% | Add +0.0% | 31,830 | $2.4M |
| Principal Financial Group Inc. | 0.00% | Add +0.8% | 31,766 | $2.4M |
| Intech Investment Management LLC | 0.02% | Add +37.0% | 31,596 | $2.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 30,774 | $2.3M |
| Dark Forest Capital Management LP | 0.11% | New | 30,513 | $2.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.7% | 29,294 | $2.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +8.7% | 28,306 | $2.1M |
| MetLife Investment Management, LLC | 0.01% | Reduce -3.7% | 27,873 | $2.1M |
| Creative Planning | 0.00% | Reduce -0.9% | 24,281 | $1.8M |
| Sei Investments Co. | 0.00% | Reduce -35.5% | 24,107 | $1.8M |
| Schneider Downs Wealth Management Advisors, LP | 0.32% | No change | 23,643 | $1.8M |
| Corebridge Financial, Inc. | 0.01% | Reduce -1.5% | 23,479 | $1.8M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -15.5% | 23,024 | $1.7M |
| Assenagon Asset Management S.A. | 0.00% | No change | 21,600 | $1.6M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 21,152 | $1.6M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 20,648 | $1.6M |
| Kensington Investment Counsel, LLC | 0.66% | Reduce -2.7% | 19,657 | $1.5M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -5.8% | 19,269 | $1.5M |
| Janus Henderson Group PLC | 0.00% | Reduce -80.5% | 19,263 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | No change | 18,776 | $1.4M |
| Zions Bancorporation, National Association | 0.09% | — | 17,805 | $1.4M |
| Twinbeech Capital LP | 0.02% | New | 17,667 | $1.3M |
| Stifel Financial Corp. | 0.00% | Add +1.6% | 17,516 | $1.3M |
| Legato Capital Management LLC | 0.17% | Reduce -1.3% | 16,238 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | No change | 15,079 | $1.1M |
| OMERS ADMINISTRATION Corp | 0.01% | New | 14,600 | $1.1M |
| Yarbrough Capital, LLC | 0.05% | No change | 14,346 | $1.1M |
| SG Americas Securities, LLC | 0.00% | Add +462.4% | 14,263 | $1.1M |
| Laurus Global Equity Management Inc. | 0.71% | Reduce -51.5% | 14,020 | $1.1M |
| Chicago Wealth Management, Inc. | 0.56% | No change | 14,000 | $1.1M |
| Mariner, LLC | 0.00% | Add +15.5% | 13,793 | $1.0M |
| XTX Topco Ltd | 0.05% | New | 13,751 | $1.0M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 13,648 | $1.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 13,249 | $1.0M |
| Apexium Financial, LP | 0.06% | No change | 13,246 | $1.0M |
| Quantbot Technologies LP | 0.03% | New | 13,186 | $1.0M |
| Cwm, LLC | 0.00% | Reduce -12.2% | 12,979 | $985K |
| Truist Financial Corp. | 0.00% | Reduce -1.3% | 12,963 | $983K |
| Arizona State Retirement System | 0.01% | Reduce -1.2% | 12,957 | $983K |
| Voya Investment Management LLC | 0.00% | Reduce -11.4% | 12,929 | $981K |
| Callan Family Office, LLC | 0.07% | Add +4.1% | 12,423 | $942K |
| Valeo Financial Advisors, LLC | 0.03% | No change | 12,077 | $916K |
| Cerity Partners LLC | 0.00% | Reduce -10.4% | 12,076 | $916K |
| AQR Capital Management | 0.00% | Add +6.2% | 11,725 | $889K |
| Next Capital Management LLC | 0.40% | No change | 11,000 | $834K |
| Susquehanna Fundamental Investments, LLC | 0.01% | Reduce -71.5% | 10,994 | $834K |
| Cibc World Markets Corp. | 0.01% | Add +137.2% | 10,634 | $807K |
| ProShare Advisors LLC | 0.00% | Reduce -23.1% | 10,375 | $787K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 10,213 | $775K |
| Millennium Management | 0.00% | New | 10,194 | $773K |
| RBF Capital, LLC | 0.05% | No change | 10,000 | $759K |
| Caprock Group, LLC | 0.02% | No change | 9,973 | $757K |
| Cynosure Group, LLC | 0.10% | Add +30.0% | 9,729 | $738K |
| Comerica Bank | 0.00% | Reduce -1.0% | 9,460 | $718K |
| Corient Private Wealth LP | 0.00% | Reduce -1.8% | 9,339 | $708K |
| Valtinson Bruner Financial Planning LLC | 0.23% | Reduce -0.1% | 8,910 | $676K |
| Dodds Wealth, LLC | 0.22% | No change | 8,742 | $663K |
| KLP Kapitalforvaltning As | 0.00% | Reduce -7.5% | 8,700 | $660K |
| Captrust Financial Advisors | 0.00% | Reduce -17.9% | 8,540 | $648K |
| Commerce Bank | 0.00% | Add +15.8% | 8,066 | $612K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 8,006 | $607K |
| Mercer Global Advisors Inc. | 0.00% | New | 7,824 | $594K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -7.3% | 7,239 | $549K |
| State of Wyoming | 0.07% | Add +27.8% | 7,110 | $539K |
| HMS Capital Management, LLC | 0.28% | No change | 7,078 | $502K |
| Teacher Retirement System of Texas | 0.00% | Add +11.6% | 6,604 | $501K |
| Jennison Associates LLC | 0.00% | New | 6,396 | $485K |
| Meritage Portfolio Management | 0.03% | Reduce -44.4% | 6,234 | $473K |
| Country Club Bank | 0.03% | No change | 6,294 | $472K |
| Fiduciary Trust Co | 0.01% | New | 6,085 | $462K |
| Gotham Asset Management | 0.00% | Reduce -0.3% | 5,914 | $449K |
| Mayflower Financial Advisors, LLC | 0.07% | No change | 5,863 | $445K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -0.2% | 5,722 | $434K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 5,287 | $401K |
| Ifrah Financial Services, Inc. | 0.11% | Reduce -9.1% | 5,247 | $398K |
| Versor Investments LP | 0.06% | Reduce -33.3% | 5,189 | $394K |
| Fifth Third Bancorp | 0.00% | Add +27.3% | 4,997 | $379K |
| Avantax Advisory Services, Inc. | 0.00% | Add +4.4% | 4,956 | $376K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -3.3% | 4,848 | $368K |
| Sanctuary Advisors, LLC | 0.00% | Add +34.2% | 4,759 | $361K |
| Balyasny Asset Management L.P. | 0.00% | Add +3.0% | 4,739 | $360K |
| State of Wisconsin Investment Board | 0.00% | Reduce -8.6% | 4,663 | $354K |
| PNC Financial Services Group, Inc. | 0.00% | Add +10.9% | 4,655 | $353K |
| Inspire Investing, LLC | 0.04% | Reduce -6.7% | 4,531 | $344K |
| Glenmede Trust Co. NA | 0.00% | Add +5.6% | 4,454 | $338K |
| CBIZ Investment Advisory Services, LLC | 0.02% | No change | 4,389 | $333K |
| Engineers Gate Manager LP | 0.01% | New | 4,219 | $320K |
| Kavar Capital Partners Group, LLC | 0.05% | No change | 4,105 | $311K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -7.5% | 3,758 | $285K |
| Prudential Financial Inc. | 0.00% | Add +9.8% | 3,680 | $281K |
| Vista Finance, LLC | 0.24% | Add +32.3% | 3,706 | $281K |
| Xponance LLC | 0.00% | Add +5.7% | 3,620 | $275K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 3,611 | $274K |
| Flaharty Asset Management, LLC | 0.04% | No change | 3,492 | $265K |
| Atria Investments, Inc | 0.00% | New | 3,469 | $263K |
| Sanders Morris Harris LLC | 0.04% | No change | 3,400 | $258K |
| BNP Paribas Financial Markets | 0.00% | Reduce -51.4% | 3,397 | $258K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 3,342 | $253K |
| Compass Ion Advisors, LLC | 0.03% | No change | 3,297 | $250K |
| Ethic Inc. | 0.00% | New | 3,099 | $239K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 3,142 | $238K |
| One Wealth Advisors, LLC | 0.03% | Add +4.8% | 3,068 | $233K |
| Mackenzie Financial Corp. | 0.00% | No change | 3,020 | $229K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -33.2% | 3,022 | $229K |
| Cross Staff Investments Inc | 0.17% | No change | 3,000 | $228K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 3,040 | $223K |
| Vestcor Inc | 0.01% | Add +5.3% | 2,922 | $222K |
| First Financial Bankshares Inc | 0.00% | Reduce -50.0% | 2,923 | $222K |
| Quantinno Capital Management LP | 0.00% | New | 2,903 | $220K |
| Advisors Capital Management, LLC | 0.00% | No change | 2,900 | $220K |
| Jain Global LLC | 0.00% | New | 2,894 | $220K |
| Osaic Holdings, Inc. | 0.00% | Add +124.6% | 2,733 | $207K |
| Welch & Forbes LLC | 0.00% | No change | 2,647 | $201K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -3.9% | 2,141 | $162K |
| Spectrum Wealth Counsel, LLC | 0.02% | No change | 2,059 | $156K |
| KBC Group NV | 0.00% | No change | 2,021 | $153K |
| Huntington National Bank | 0.00% | Reduce -13.2% | 1,926 | $146K |
| Ridgewood Investments LLC | 0.07% | No change | 1,850 | $140K |
| Trust Co. of Vermont | 0.01% | No change | 1,650 | $125K |
| Amalgamated Bank | 0.00% | Add +0.4% | 1,640 | $124K |
| US Bancorp \de | 0.00% | Reduce -14.5% | 1,536 | $117K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -12.5% | 1,388 | $105K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,337 | $101K |
| Signaturefd, LLC | 0.00% | Add +5.4% | 939 | $71K |
| Lazard Asset Management LLC | 0.00% | New | 928 | $70K |
| Assetmark, Inc. | 0.00% | Add +19.9% | 905 | $69K |
| Fortis Group Advisors, LLC | 0.01% | No change | 875 | $66K |
| NBT Bank, N.A. | 0.00% | No change | 750 | $57K |
| Olde Wealth Management, LLC | 0.02% | New | 727 | $55K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -6.2% | 604 | $45K |
| Clark Wealth Partners | 0.03% | No change | 590 | $45K |
| Trust Co | 0.00% | No change | 500 | $38K |
| Ancora Advisors LLC | 0.00% | No change | 500 | $38K |
| Whittier Trust Co. | 0.00% | New | 442 | $34K |
| MAI Capital Management | 0.00% | Add +243.9% | 423 | $32K |
| Global Financial Private Client, LLC | 0.01% | Add +0.7% | 411 | $31K |
| Jones Financial Companies LLLP | 0.00% | Add +129.4% | 413 | $31K |
| First Horizon Advisors, Inc. | 0.00% | Add +16.2% | 387 | $29K |
| Quarry LP | 0.01% | New | 347 | $26K |
| Optiver Holding B.V. | 0.00% | New | 326 | $25K |
| Mather Group, Llc. | 0.00% | Add +40.4% | 313 | $24K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +11.5% | 272 | $21K |
| Simplex Trading, LLC | 0.00% | New | 236 | $17K |
| J.Safra Asset Management Corp | 0.00% | Add +6.4% | 217 | $16K |
| GAMMA Investing LLC | 0.00% | Add +24.0% | 217 | $16K |
| Parkside Financial Bank & Trust | 0.00% | Add +35.9% | 212 | $16K |
| Quadrant Capital Group LLC | 0.00% | No change | 206 | $16K |
| CENTRAL TRUST Co | 0.00% | No change | 197 | $15K |
| TCTC Holdings, LLC | 0.00% | No change | 193 | $15K |
| Lindbrook Capital, LLC | 0.00% | Add +1.6% | 192 | $15K |
| National Bank of Canada | 0.00% | Reduce -5.4% | 192 | $15K |
| Principal Securities, Inc. | 0.00% | No change | 170 | $14K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 144 | $11K |
| Rise Advisors, LLC | 0.00% | New | 130 | $10K |
| Versant Capital Management, Inc | 0.00% | No change | 111 | $8K |
| Brooklyn Investment Group | 0.00% | New | 110 | $8K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -4.5% | 106 | $8K |
| Harbor Capital Advisors, Inc. | 0.00% | New | 102 | $8K |
| Park Place Capital Corp | 0.00% | No change | 104 | $8K |
| Danske Bank A/S | 0.00% | No change | 100 | $8K |
| Canada Pension Plan Investment Board | 0.00% | No change | 100 | $8K |
| SBI Securities Co., Ltd. | 0.00% | Add +4800.0% | 98 | $7K |
| CIBC Private Wealth Group LLC | 0.00% | Add +45.3% | 93 | $7K |
| Arax Advisory Partners | 0.00% | Reduce -70.6% | 69 | $5K |
| Kestra Investment Management, LLC | 0.00% | New | 64 | $5K |
| WealthCollab, LLC | 0.00% | Add +35.6% | 61 | $5K |
| Parallel Advisors, LLC | 0.00% | No change | 61 | $5K |
| Rothschild Investment LLC | 0.00% | Reduce -8.3% | 55 | $4K |
| Highline Wealth Partners LLC | 0.00% | New | 52 | $4K |
| Sterling Capital Management LLC | 0.00% | Add +4.1% | 51 | $4K |
| Manchester Capital Management LLC | 0.00% | No change | 46 | $3K |
| Bellwether Advisors, LLC | 0.00% | No change | 36 | $3K |
| Blue Trust, Inc. | 0.00% | New | 31 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 26 | $2K |
| IFP Advisors, Inc | 0.00% | No change | 20 | $2K |
| Stephens Consulting, LLC | 0.00% | New | 15 | $1K |
| Hexagon Capital Partners LLC | 0.00% | No change | 14 | $1K |
| Hemington Wealth Management | 0.00% | Add +13.6% | 25 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 13 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 13 | $987 |
| Larson Financial Group LLC | 0.00% | New | 13 | $986 |
| NewEdge Advisors, LLC | 0.00% | No change | 12 | $910 |
| Bell Investment Advisors, Inc | 0.00% | No change | 11 | $835 |
| Financial Network Wealth Advisors LLC | 0.00% | New | 10 | $759 |
| SJS Investment Consulting Inc. | 0.00% | No change | 9 | $683 |
| Bare Financial Services, Inc | 0.00% | New | 8 | $607 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $456 |
| Garde Capital, Inc. | 0.00% | New | 5 | $380 |
| Allworth Financial LP | 0.00% | Reduce -44.4% | 5 | $333 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 3 | $228 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 1 | $76 |
| HFM Investment Advisors, LLC | 0.00% | — | 1 | $76 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 1 | $75 |
| Avion Wealth | 0.00% | New | 3 | $0 |
| Covestor Ltd | 0.00% | No change | 2 | $0 |
"% of holder's portfolio" is CBZ's weight in each manager's 13F, not the share of Cbiz Inc. the manager owns.