Public record / Tickers / CBZ

CBZ — CBIZ, Inc.†

Both disclosure regimes on one name: who in Congress filed about CBZ, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
7
all PTR rows naming CBZ
Members · 12m
2
1 buys · 2 sells · by trade date
Latest PTR
07-02
filed 2026-07-02
13F holders
268
top-268 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Gilbert Ray Cisneros, Jr. · $1.0K–$15.0K

SELL · traded 2026-06-30 → filed 2026-07-02. Ranked over every CBZ row by the provable lower bound, never a point estimate.

2 members · 1 buys / 2 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

5 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 5 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING CBZ · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CBZ
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-02Gilbert Ray Cisneros, Jr. D–CA-31SELLTraded 06-30 +2d$1K–$15K
2026-05-19Josh Gottheimer D–NJ-5BUY JT (jointly owned)Traded 04-06 +43d$1K–$15K
2026-04-08Josh Gottheimer D–NJ-5SELL JT (jointly owned)Traded 03-05 +34d$1K–$15K
2025-05-14Josh Gottheimer D–NJ-5SELL partial · JT (partial sale, jointly owned)Traded 04-09 +35d$1K–$15K
2025-04-07Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 03-24 +14d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 7 ↗

Members active in CBZ

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing CBZ in the trailing 12 months
MemberRowsNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.Number of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Josh Gottheimer D–NJ-52−$14.0K to $14.0K2
Gilbert Ray Cisneros, Jr. D–CA-311−$15.0K to −$1.0K2

2 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · CBZ

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · CBIZ INC

Merged timeline of congressional filings and notable-manager moves on CBZ
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+18,417 sh
2026-05-14Caxton Associates 13FNEW+10,278 sh

2 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of CBZ for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1FMR LLC$202M1
2BlackRock, Inc.$102M1
3BANK OF MONTREAL /CAN/$94.2M1
422C Capital LLC$86.0M1
5VANGUARD CAPITAL MANAGEMENT LLC$57.6M1
6VANGUARD PORTFOLIO MANAGEMENT LLC$55.7M1
7MORGAN STANLEY$53.9M1
8ALLIANCEBERNSTEIN L.P.$45.5M1
9GEODE CAPITAL MANAGEMENT, LLC$31.1M1
10STATE STREET CORP$30.9M1
11P2 Capital Partners, LLC$30.6M1
12BloombergSen Inc.$26.7M1
13Sunriver Management LLC$26.0M1
14ROYCE & ASSOCIATES LP$22.2M1
15NORTHERN TRUST CORP$20.6M1
16FENIMORE ASSET MANAGEMENT INC$18.3M1
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC$16.7M1
18AMERIPRISE FINANCIAL INC$16.1M1
19Boston Partners$15.1M1
20DIMENSIONAL FUND ADVISORS LP$14.7M1
21Allianz Asset Management GmbH$14.6M1
22WATERS PARKERSON & CO., LLC$14.0M1
23Qube Research & Technologies Ltd$13.7M1
24MILLENNIUM MANAGEMENT LLC$12.5M1
25BANK OF AMERICA CORP /DE/$11.6M1
26Point72 Asset Management, L.P.$11.5M1
27JANE STREET GROUP, LLC$10.7M1
28PRUDENTIAL FINANCIAL INC$9.6M1
29HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$9.6M1
30VANGUARD FIDUCIARY TRUST CO$9.3M1
31MONTRUSCO BOLTON INVESTMENTS INC.$9.1M1
32Trexquant Investment LP$9.0M1
33TWO SIGMA INVESTMENTS, LP$8.9M1
34WELLINGTON MANAGEMENT GROUP LLP$8.3M1
35UBS Group AG$7.6M1
36ROYAL BANK OF CANADA$7.4M1
37D. E. Shaw & Co., Inc.$7.2M1
38AQR CAPITAL MANAGEMENT LLC$6.6M1
39Summit Creek Advisors LLC$6.3M1
40BASSWOOD CAPITAL MANAGEMENT, L.L.C.$5.5M1
41Engineers Gate Manager LP$5.2M1
42WCM INVESTMENT MANAGEMENT, LLC$5.0M1
43Quantinno Capital Management LP$4.7M1
44Clearline Capital LP$4.7M1
45DEUTSCHE BANK AG\$4.6M1
46Allspring Global Investments Holdings, LLC$4.6M1
47Bank of New York Mellon Corp$4.5M1
48BLAIR WILLIAM & CO/IL$4.4M1
49FIRST MANHATTAN CO. LLC.$4.3M1
50Corient Private Wealth LLC$4.2M1
51Nuveen, LLC$4.0M1
52PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$3.8M1
53Edgestream Partners, L.P.$3.6M1
54Invesco Ltd.$3.3M1
55Squarepoint Ops LLC$3.1M1
56WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.1M1
57UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$3.0M1
58XTX Topco Ltd$2.9M1
59STIFEL FINANCIAL CORP$2.9M1
60CITADEL ADVISORS LLC$2.8M1
61GatePass Capital, LLC$2.6M1
62VICTORY CAPITAL MANAGEMENT INC$2.6M1
63Swiss National Bank$2.6M1
64Quantbot Technologies LP$2.3M1
65Creative Planning$2.1M1
66Bridge City Capital, LLC$1.7M1
67Aquatic Capital Management LLC$1.7M1
68FIRST TRUST ADVISORS LP$1.7M1
69ExodusPoint Capital Management, LP$1.6M1
70BOOTHBAY FUND MANAGEMENT, LLC$1.6M1
71WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$1.5M1
72Pathstone Holdings, LLC$1.5M1
73BALYASNY ASSET MANAGEMENT L.P.$1.5M1
74CHATHAM CAPITAL GROUP, INC.$1.3M1
75SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.2M1
76Taylor Frigon Capital Management LLC$1.2M1
77BARCLAYS PLC$1.2M1
78VANGUARD ASSET MANAGEMENT, Ltd$1.2M1
79Private Advisor Group, LLC$1.1M1
80Legal & General Group Plc$1.1M1
81ENVESTNET ASSET MANAGEMENT INC$1.1M1
82Schonfeld Strategic Advisors LLC$1.1M1
83GREAT LAKES ADVISORS, LLC$1.1M1
84Holocene Advisors, LP$986K1
85Roundview Capital LLC$953K1
86Brooklyn Investment Group$949K1
87Dynamic Technology Lab Private Ltd$942K1
88Vestmark Advisory Solutions, Inc.$933K1
89ELEVATION POINT WEALTH PARTNERS, LLC$933K1
90RAYMOND JAMES FINANCIAL INC$919K1
91WELLS FARGO & COMPANY/MN$911K1
92SEI INVESTMENTS CO$869K1
93HighTower Advisors, LLC$815K1
94LPL Financial LLC$775K1
95Numerai GP LLC$769K1
96MetLife Investment Management, LLC$741K1
97OXFORD ASSET MANAGEMENT LLP$725K1
98Freestone Grove Partners LP$716K1
99Vanguard Global Advisers, LLC$707K1
100MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$646K1
101EntryPoint Capital, LLC$644K1
102FRANKLIN RESOURCES INC$642K1
103Gotham Asset Management, LLC$636K1
104Schneider Downs Wealth Management Advisors, LP$623K1
105Assenagon Asset Management S.A.$604K1
106MANUFACTURERS LIFE INSURANCE COMPANY, THE$598K1
107Janus Henderson Group Ltd.$582K1
108COMMONWEALTH EQUITY SERVICES, LLC$560K1
109Vanguard Personalized Indexing Management, LLC$539K1
110Inspire Investing, LLC$516K1
111Callan Family Office, LLC$459K1
112Brevan Howard Capital Management LP$449K1
113KLP KAPITALFORVALTNING AS$438K1
114LETSON INVESTMENT MANAGEMENT, INC.$430K1
115EQUITABLE TRUST CO$424K1
116Centiva Capital, LP$415K1
117UNITED CAPITAL FINANCIAL ADVISORS, LLC$402K1
118MERCER GLOBAL ADVISORS INC /ADV$400K1
119Chicago Wealth Management, Inc.$376K1
120STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$366K1
121Dodds Wealth, LLC$364K1
122Arizona State Retirement System$362K1
123Bleakley Financial Group, LLC$359K1
124Graham Capital Management, L.P.$357K1
125INTECH INVESTMENT MANAGEMENT LLC$336K1
126ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$325K1
127Cerity Partners LLC$324K1
128Federation des caisses Desjardins du Quebec$323K1
129QUADRANT CAPITAL GROUP LLC$321K1
130Vanguard Investments Australia, Ltd.$313K1
131Zurcher Kantonalbank (Zurich Cantonalbank)$303K1
132Atom Investors LP$295K1
133Caprock Group, LLC$281K1
134Legato Capital Management LLC$278K1
135CAXTON ASSOCIATES LLP$276K1
136RBF Capital, LLC$269K1
137Helium Advisors LLC$263K1
138FOX RUN MANAGEMENT, L.L.C.$259K1
139Smith & Howard Wealth Management, LLC$258K1
140EVERGREEN CAPITAL MANAGEMENT LLC$257K1
141VOYA INVESTMENT MANAGEMENT LLC$234K1
142Valtinson Bruner Financial Planning LLC$233K1
143CWM, LLC$225K1
144Headlands Technologies LLC$224K1
145CLEAR WAVE WEALTH MANAGEMENT LLC$218K1
146Pictet Asset Management Holding SA$216K1
147Scientech Research LLC$205K1
148Kestra Advisory Services, LLC$202K1
149AIGEN INVESTMENT MANAGEMENT, LP$201K1
150COMMERCE BANK$200K1
151SIMPLEX TRADING, LLC$180K1
152FIFTH THIRD BANCORP$175K1
153CITIGROUP INC$145K1
154CBIZ Investment Advisory Services, LLC$126K1
155Larson Financial Group LLC$118K1
156Bayforest Capital Ltd$115K1
157Ameritas Investment Partners, Inc.$111K1
158HHM Wealth Advisors, LLC$107K1
159Ensign Peak Advisors, Inc$106K1
160Tower Research Capital LLC (TRC)$104K1
161NISA INVESTMENT ADVISORS, LLC$56.4K1
162OSAIC HOLDINGS, INC.$53.2K1
163Parkside Financial Bank & Trust$37.0K1
164US BANCORP \DE\$36.8K1
165SIGNATUREFD, LLC$33.8K1
166NOMURA ASSET MANAGEMENT CO LTD$29.5K1
167Johnson Financial Group, Inc.$27.0K1
168Destiny Wealth Partners, LLC$24.5K1
169ASSETMARK, INC$24.3K1
170Allworth Financial LP$24.2K1
171BNP Paribas Asset Management Holding S.A.$21.8K1
172Smartleaf Asset Management LLC$19.6K1
173Keating Financial Advisory Services, Inc.$14.2K1
174Pinnacle Wealth Planning Services, Inc.$13.8K1
175Ancora Advisors LLC$13.4K1
176State of Wyoming$12.4K1
177MAI Capital Management$11.8K1
178Arax Advisory Partners$11.4K1
179Rockefeller Capital Management L.P.$8.7K1
180SouthState Bank Corp$7.1K1
181Optiver Holding B.V.$5.5K1
182MATHER GROUP, LLC.$5.2K1
183CENTRAL TRUST Co$4.7K1
184Private Wealth Management Group, LLC$4.0K1
185Mitsubishi UFJ Asset Management Co., Ltd.$3.9K1
186Nvest Wealth Strategies, Inc.$3.4K1
187NATIONAL BANK OF CANADA /FI/$3.0K1
188Kilter Group LLC$2.8K1
189Caitong International Asset Management Co., Ltd$2.7K1
190Bell Investment Advisors, Inc$1.5K1
191WealthCollab, LLC$1.2K1
192JPL Wealth Management, LLC$1.2K1
193NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.1K1
194Investors Portfolio Services LLC$9501
195ALGERT GLOBAL LLC$8871
196Blue Trust, Inc.$8321
197Quarry LP$8061
198TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$7761
199Manchester Capital Management LLC$5911
200GSA CAPITAL PARTNERS LLP$4451
201Owl Creek Wealth Partners LLC$2691
202SJS Investment Consulting Inc.$1621
203CANADA LIFE ASSURANCE Co$1571
204SBI Securities Co., Ltd.$1341
205PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$1271
206State of Alaska, Department of Revenue$951
207DekaBank Deutsche Girozentrale$821
208KBC Group NV$431
209HARBOR CAPITAL ADVISORS, INC.$91
210Avion Wealth$21
211FIDUCIARY TRUST CO— value not disclosed1
212FIRST NATIONAL BANK OF OMAHA— value not disclosed1
213TRUIST FINANCIAL CORP— value not disclosed1
214VANGUARD GROUP INC— value not disclosed1
215KING LUTHER CAPITAL MANAGEMENT CORP— value not disclosed1
216GLENMEDE TRUST CO NA— value not disclosed1
217DANSKE BANK A/S— value not disclosed1
218HARBOUR INVESTMENTS, INC.— value not disclosed1
219ANCHOR CAPITAL ADVISORS LLC— value not disclosed1
220COMERICA BANK— value not disclosed1
221AMALGAMATED BANK— value not disclosed1
222NEUMEIER POMA INVESTMENT COUNSEL LLC— value not disclosed1
223TRUST CO OF VERMONT— value not disclosed1
224CIBC Private Wealth Group LLC— value not disclosed1
225First Eagle Investment Management, LLC— value not disclosed1
226Magnetar Financial LLC— value not disclosed1
227ProShare Advisors LLC— value not disclosed1
228Ifrah Financial Services, Inc.— value not disclosed1
229PRELUDE CAPITAL MANAGEMENT, LLC— value not disclosed1
230Capital Research Global Investors— value not disclosed1
231Capital World Investors— value not disclosed1
232Verition Fund Management LLC— value not disclosed1
233State of New Jersey Common Pension Fund D— value not disclosed1
234J.Safra Asset Management Corp— value not disclosed1
235Vestcor Inc— value not disclosed1
236Mawer Investment Management Ltd.— value not disclosed1
237Focus Partners Wealth— value not disclosed1
238Granite Investment Partners, LLC— value not disclosed1
239Kemnay Advisory Services Inc.— value not disclosed1
240VOLORIDGE INVESTMENT MANAGEMENT, LLC— value not disclosed1
241JFS WEALTH ADVISORS, LLC— value not disclosed1
242Capital Advisors, Ltd. LLC— value not disclosed1
243Cetera Investment Advisers— value not disclosed1
244Premier Fund Managers Ltd— value not disclosed1
245DV Trading LLC— value not disclosed1
246Neo Ivy Capital Management— value not disclosed1
247Global Retirement Partners, LLC— value not disclosed1
248Next Capital Management LLC— value not disclosed1
249Cynosure Group, LLC— value not disclosed1
250Yarbrough Capital, LLC— value not disclosed1
251TWINBEECH CAPITAL LP— value not disclosed1
252Durable Capital Partners LP— value not disclosed1
253OCCUDO QUANTITATIVE STRATEGIES LP— value not disclosed1
254KAVAR CAPITAL PARTNERS GROUP, LLC— value not disclosed1
255Bancreek Capital Management, LP— value not disclosed1
256Mayflower Financial Advisors, LLC— value not disclosed1
257Invst, LLC— value not disclosed1
258CenterBook Partners LP— value not disclosed1
259AlphaQuest LLC— value not disclosed1
260SageView Advisory Group, LLC— value not disclosed1
261Dunhill Financial, LLC— value not disclosed1
262DiNuzzo Private Wealth, Inc.— value not disclosed1
263Jain Global LLC— value not disclosed1
264Optimize Financial Inc— value not disclosed1
265Aster Capital Management (DIFC) Ltd— value not disclosed1
266Universal- Beteiligungs- und Servicegesellschaft mbH— value not disclosed1
267Pacific Capital Partners Ltd— value not disclosed1
268LAUREL OAK WEALTH MANAGEMENT, LLC— value not disclosed1
Truncated by Public Filings. Every one of the 210 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)1 buy / 2 sell
Congress net ($ bound)−$29.0K to $13.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on CBZ

RETAINED WINDOW · ACTIVE HITS

Zero hits on CBZ in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for CBZ · financials and macro

Financials — as filed PLANNED

CBZ's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: CBZ on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing