CBIZ, Inc. (CBZ)
NYSE: CBZ · Services-Business Services, NEC · Independence, OH · filing with the SEC since 1996
Grade5.6
◀ Past 5.4● Present 5.7▶ Future 5.8
Who owns CBIZ, Inc.
As filed with the SECHolders of 5% or more
3
Fmr LLC holds 8.3% of COMMON STOCK, as its SCHEDULE 13G/A filed Aug 7, 2026 says.
Directors and officers
12
report now, of 21 people on the record since 2006. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 3 named at left.
Holders of 5% or moreshare of the class, as filed
Fmr LLC
SCHEDULE 13G/A · filed Aug 7, 2026 · COMMON STOCK · 15% in May 6, 2026
Bank of Montreal
SCHEDULE 13G · filed May 13, 2026 · COMMON STOCK
22C Capital LLC
SCHEDULE 13G · filed May 8, 2025 · Common Stock, $0.01 Par Value
Morgan Stanley
SCHEDULE 13G/A · filed May 11, 2026 · Common Stock · reported falling below 5%
Durable Capital Partners LP
SCHEDULE 13G/A · filed Feb 17, 2026 · Common Stock, $0.01 par value · reported falling below 5%, from 7.3% in Nov 14, 2025
Capital Research Global Investors
SCHEDULE 13G/A · filed May 14, 2026 · Common Stock · reported falling below 5%, from 5% in May 13, 2025
The Vanguard Group
SCHEDULE 13G/A · filed Mar 26, 2026 · Common Stock · reported falling below 5%
What CBZ reports owning in othersstakes of 5% or more, and other ties
Other ties the annual report names
Marcum LLP Acquisition
A company bought · acquisition · Oct 2024 · owns, named in the 10-K/A filed Aug 4, 2026
88 subsidiaries in 3 countries, from the list filed with the 10-K filed Feb 26, 2026.
Insider tradesForm 4
2sales
3purchases
0sales on a scheduled plan
1people selling
$900,000sold, in dollars
$500,000bought, in dollars
Open-market trades on Form 4 from Nov 2, 2025 to Nov 2, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
2026 runs to Nov 2, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window3 of 21 on the roster
| Person | Role as filed | Sales | Sold | On a plan | Buys | Bought |
|---|---|---|---|---|---|---|
| Wiley Benaree Pratt | director | 2 | $900,000 | 0 | 0 | $0 |
| Lakhia Brad S. | Senior Vice President & CFO | 0 | $0 | 0 | 2 | $400,000 |
| Young Rodney A | director | 0 | $0 | 0 | 1 | $0 |