Public ownership evidence

CBIZ, Inc. (CBZ) Ownership Disclosures

Read CBZ insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Corient Private Wealth LP2026-06-302026-08-28115,270$3,697,865None
Corient Private Wealth LP2026-06-302026-08-2852,510$1,684,521None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2561,549$1,974,492None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-251,974,492$61,549,000None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2034,561$1,108,733None
Ensign Peak Advisors, Inc2026-03-312026-08-193,948$106,004None
Ensign Peak Advisors, Inc2025-12-312026-08-193,948$199,177None
Ensign Peak Advisors, Inc2025-09-302026-08-1912,998$688,374None
Fulcrum Asset Management LLP2026-06-302026-08-192,815$91,009None
Corient Private Wealth LP2026-06-302026-08-18167,860$5,384,952None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1815,314$491,265None
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO2026-06-302026-08-18975$31,278None
Investors Portfolio Services LLC2026-06-302026-08-1534$1,091None
SummitTX Capital, L.P.2026-06-302026-08-158,773$281,438None
SEI INVESTMENTS CO2026-06-302026-08-1519,248$617,476None
SEI INVESTMENTS CO2026-06-302026-08-152,895$92,710None
JPL Wealth Management, LLC2026-06-302026-08-1554$1,733None
XTX Topco Ltd2026-06-302026-08-1566,593$2,136,303None
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2026-06-302026-08-15665,870$21,361,110None
Sixth Street Partners Management Company, L.P.2026-06-302026-08-15665,870$21,361,110None
Qube Research & Technologies Ltd2026-06-302026-08-1596,649$3,100,500None
OSAIC HOLDINGS, INC.2026-06-302026-08-1593$2,983None
OSAIC HOLDINGS, INC.2026-06-302026-08-152,236$71,730None
Engine Capital Management, LP2026-06-302026-08-15201,998$6,480,096None
QUADRANT CAPITAL GROUP LLC2026-06-302026-08-1512,093$387,943None
Trexquant Investment LP2026-06-302026-08-1589,401$2,867,984None
MetLife Investment Management, LLC2026-06-302026-08-1528,865$925,989None
Engineers Gate Manager LP2026-06-302026-08-1517,180$551,134None
Clearline Capital LP2026-06-302026-08-15174,345$5,592,988None
JANE STREET GROUP, LLC2026-06-302026-08-156,800$218,144Put
JANE STREET GROUP, LLC2026-06-302026-08-1520,500$657,640Call
Legal & General Group Plc2026-06-302026-08-1531,765$1,019,021None
Legal & General Group Plc2026-06-302026-08-159,433$302,611None
Legal & General Group Plc2026-06-302026-08-154,775$153,182None
Ensign Peak Advisors, Inc2026-06-302026-08-153,448$110,612None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1542,700$1,369,816Call
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1583,200$2,669,056Put
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1573,939$2,371,963None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1511,849$380,116None
Ancora Advisors LLC2026-06-302026-08-15500$16,040None
BASSWOOD CAPITAL MANAGEMENT, L.L.C.2026-06-302026-08-15451,259$14,476,389None
Gotham Asset Management, LLC2026-06-302026-08-1534,530$1,107,722None
Bridgewater Associates, LP2026-06-302026-08-1511,093$355,863None
Allianz Asset Management GmbH2026-06-302026-08-15544,846$14,629,115None
SILVERCREST ASSET MANAGEMENT GROUP LLC2026-06-302026-08-15736,320$23,621,206None
Balyasny Asset Management L.P.2026-06-302026-08-1537,832$1,213,651None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-153,936$124,220None
AMERIPRISE FINANCIAL INC2026-06-302026-08-154,319$138,554None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15587,151$18,835,805None
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC2026-06-302026-08-15350,500$11,244,040None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗Corient Private Wealth LP ↗CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM ↗CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM ↗MERCER GLOBAL ADVISORS INC /ADV ↗Ensign Peak Advisors, Inc ↗Ensign Peak Advisors, Inc ↗Ensign Peak Advisors, Inc ↗Fulcrum Asset Management LLP ↗Corient Private Wealth LP ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.