# CBIZ INC (CBZ)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/CBZ/

- Reporting holders: 6
- Reported value: $407.2K
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $190.6K | 3,486 | 0.0% | 14 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $110.9K | 2,027 | 0.0% | 12 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $49.9K | 913 | 0.0% | 16 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $27.3K | 500 | 0.0% | 11 |
| [NORTH POINT PORTFOLIO MANAGERS CORP/OH](https://holderbook.com/funds/1105344-north-point-portfolio-managers-corp-oh/) | $26.5K | 485 | 0.0% | 1 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $1.9K | 35 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 6 | $407.2K |
| Q2 2026 | 262 | $1.7B |
| Q1 2026 | 261 | $1.4B |
| Q4 2025 | 264 | $2.7B |
| Q3 2025 | 263 | $2.7B |
| Q2 2025 | 275 | $3.5B |
| Q1 2025 | 288 | $3.4B |
| Q4 2024 | 282 | $3.7B |
| Q3 2024 | 284 | $3.1B |
| Q2 2024 | 277 | $3.4B |
| Q1 2024 | 271 | $4.1B |
| Q4 2023 | 260 | $3.0B |