CBIZ
Provides accounting, tax, advisory, benefits, insurance, payroll, and technology services.
$54.53
After-hours close+0.02 (+0.04%)
At close$54.51(−0.29%)
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Breakdown13F · Form 4
Institutions 100.07%Insiders 2.98%
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 53.65M · Float 47.77M · 89.0% free float
Institutions13F, as of Jun 30, 2026
266 holders · 53.69M shares · 48 new positions · 153 increased · 65 reduced · 48 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| FMR LLC | 8.05M | 15.00% | +536.2K | Aug 13, 2026 |
| BlackRock, Inc. | 4.97M | 9.27% | +1.16M | Aug 7, 2026 |
| Bank of Montreal /Can/ | 3.45M | 6.44% | −54.2K | Aug 12, 2026 |
| 22C Capital LLC | 3.20M | 5.97% | 0 | Aug 14, 2026 |
| Vanguard Capital Management LLC | 2.26M | 4.21% | +113.4K | Aug 13, 2026 |
| Vanguard Portfolio Management LLC | 2.25M | 4.20% | +180.9K | Aug 13, 2026 |
| Morgan Stanley | 1.49M | 2.78% | −515.9K | Aug 13, 2026 |
| Geode Capital Management, LLC | 1.26M | 2.34% | +98.0K | Aug 12, 2026 |
Beneficial owners13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| FMR LLC | 15.00% | 7.51M | 13G | May 6, 2026 ↗ |
| Bank of Montreal | 6.37% | 3.51M | 13G | May 13, 2026 ↗ |
| 22C Capital LLC | 5.16% | 2.80M | 13G | May 8, 2025 ↗ |
InsidersForm 4
| Insider | Role | Shares | % outstanding | Filed |
|---|---|---|---|---|
| Michael P. Kouzelos | officer: President, Employee Services | 389.7K | 0.73% | Mar 10, 2026 |
| Ware H. Grove | officer: C.F.O. | 301.5K | 0.56% | Mar 18, 2025 |
| Jerome P. Grisko | director, officer: CEO & President | 190.6K | 0.36% | Mar 17, 2026 |
| Rick L. Burdick | director | 187.9K | 0.35% | May 19, 2026 |
| Brad S. Lakhia | officer: Senior Vice President & CFO | 146.8K | 0.27% | Mar 19, 2026 |
| Michael H. DeGroote | director | 124.6K | 0.23% | Mar 31, 2025 |
| Gina D. France | director | 76.1K | 0.14% | May 19, 2026 |
| Todd J. Slotkin | director | 57.2K | 0.11% | May 19, 2026 |
| A. Haag Sherman | director | 47.8K | 0.09% | Aug 5, 2026 |
| Benaree Pratt Wiley | director | 23.8K | 0.04% | Mar 11, 2026 |
4 ten-percent owners hold 7.81M shares by Form 4, outside the officers-and-directors figure above · 10 people have not refiled in the last 18 months (1.05M shares), so they are not in the figure above
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Mar 13, 2026 | Rodney A. Youngdirector | Purchase | 1,000 | $26.06 | 9,310 |
| Mar 13, 2026 | Brad S. Lakhiaofficer: Senior Vice President & CFO | Purchase | 12,775 | $25.97 | 148,480 |
| Mar 10, 2026 | Benaree Pratt Wileydirector | Sale | 17,956 | $26.39 | 18,000 |
| Dec 2, 2025 | Benaree Pratt Wileydirector | Sale | 8,288 | $49.54 | 35,956 |
| Nov 26, 2025 | Brad S. Lakhiaofficer: Senior Vice President & CFO | Purchase | 2,060 | $48.51 | 40,584 |
CongressHouse and Senate disclosures
| Member | Type | Amount | Owner | Traded | Disclosed |
|---|---|---|---|---|---|
| Rep. Gilbert Cisneros · CA31 | Sale | $1,001 – $15,000 | Jun 30, 2026 | Jul 3, 2026 ↗ | |
| Rep. Josh Gottheimer · NJ05 | Purchase | $1,001 – $15,000 | Joint | Apr 6, 2026 | May 20, 2026 ↗ |
| Rep. Josh Gottheimer · NJ05 | Sale | $1,001 – $15,000 | Joint | Mar 5, 2026 | Apr 9, 2026 ↗ |
