Save your place

Sign in to WhoBought

Please try again later.

CBIZ, Inc. (CBZ) institutional ownership

Latest close $41.83 Jul 20, 2026
Market cap$2.0B 52-week range SectorIndustrials
Funds holding · Q1 2026
278
reported CBZ position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
153 buyers · 125 sellers

CBIZ, Inc. (CBZ) price and institutional activity

Dates

Q1 2026

$0 bought by 153 investors
Bank of MontrealAlliancebernstein L.P. +151 more
$0 sold by 125 investors
Capital Research Global InvestorsDurable Capital Partners LP +123 more
Sign in to see who bought
Bought Sold Totals per quarter; hover a bar for the names.

CBIZ, Inc. (CBZ) institutional activity · 278

Investor Type Est. change Change Δ Own Date
Capital Research Global Investors · Exited
Change −2.9M Δ Own −100.0% Date Q1 2026
Capital Research Global Investors Exited· Q1 2026 −2.9M −100.0% Q1 2026
Durable Capital Partners LP · Exited
Change −1.6M Δ Own −100.0% Date Q1 2026
Durable Capital Partners LP Exited· Q1 2026 −1.6M −100.0% Q1 2026
Bank of Montreal · Added
Change +1.3M Date Q1 2026
Bank of Montreal Added· Q1 2026 +1.3M Q1 2026
Morgan Stanley · Reduced
Change −1.2M Date Q1 2026
Morgan Stanley Reduced· Q1 2026 −1.2M Q1 2026
Capital World Investors · Exited
Change −920K Δ Own −100.0% Date Q1 2026
Capital World Investors Exited· Q1 2026 −920K −100.0% Q1 2026
Janus Henderson Group PLC · Reduced
Change −889K Date Q1 2026
Janus Henderson Group PLC Reduced· Q1 2026 −889K Q1 2026
Alliancebernstein L.P. · Added
Change +848K Date Q1 2026
Alliancebernstein L.P. Added· Q1 2026 +848K Q1 2026
Allspring Global Investments Holdings, LLC · Reduced
Change −803K Date Q1 2026
Allspring Global Investments Holdings, LLC Reduced· Q1 2026 −803K Q1 2026
P2 Capital Partners, LLC · Reduced
Change −633K Date Q1 2026
P2 Capital Partners, LLC Reduced· Q1 2026 −633K Q1 2026
Premier Fund Managers Ltd · Exited
Change −615K Δ Own −100.0% Date Q1 2026
Premier Fund Managers Ltd Exited· Q1 2026 −615K −100.0% Q1 2026
SG Americas Securities, LLC · Reduced
Change −591K Date Q1 2026
SG Americas Securities, LLC Reduced· Q1 2026 −591K Q1 2026
Ameriprise Financial Inc · Added
Change +588K Date Q1 2026
Ameriprise Financial Inc Added· Q1 2026 +588K Q1 2026
Boston Partners · New
Change +561K Date Q1 2026
Boston Partners New· Q1 2026 +561K Q1 2026
Allianz Asset Management GMBH · New
Change +545K Date Q1 2026
Allianz Asset Management GMBH New· Q1 2026 +545K Q1 2026
BNP Paribas Financial Markets · Added
Change +538K Date Q1 2026
BNP Paribas Financial Markets Added· Q1 2026 +538K Q1 2026
Data through Q1 2026 · filed Jun 3, 2026
15 of 278

Famous investor activity in CBIZ, Inc. (CBZ)

CBIZ, Inc. (CBZ) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Raffa Kathy A. · Director Grant (A) 6K
Owned 8K Trade date May 15, 2026 Filed date May 19, 2026
Raffa Kathy A. Director Grant (A) 6K 8K May 15, 2026 May 19, 2026
Young Rodney A. · Director Grant (A) 6K
Owned 15K Trade date May 15, 2026 Filed date May 19, 2026
Young Rodney A. Director Grant (A) 6K 15K May 15, 2026 May 19, 2026
Slotkin Todd J. · Director Grant (A) 6K
Owned 57K Trade date May 15, 2026 Filed date May 19, 2026
Slotkin Todd J. Director Grant (A) 6K 57K May 15, 2026 May 19, 2026
Sherman A. Haag · Director Grant (A) 6K
Owned 20K Trade date May 15, 2026 Filed date May 19, 2026
Sherman A. Haag Director Grant (A) 6K 20K May 15, 2026 May 19, 2026
Marabito Richard T. · Director Grant (A) 6K
Owned 19K Trade date May 15, 2026 Filed date May 19, 2026
Marabito Richard T. Director Grant (A) 6K 19K May 15, 2026 May 19, 2026
France Gina D. · Director Grant (A) 6K
Owned 76K Trade date May 15, 2026 Filed date May 19, 2026
France Gina D. Director Grant (A) 6K 76K May 15, 2026 May 19, 2026
Burdick Rick L. · Director Grant (A) 6K
Owned 8K Trade date May 15, 2026 Filed date May 19, 2026
Burdick Rick L. Director Grant (A) 6K 8K May 15, 2026 May 19, 2026
Lakhia Brad S. · Officer Tax withholding or exercise payment (F) -$44K
Price $26.49 Qty -2K Owned 147K Trade date Mar 17, 2026 Filed date Mar 19, 2026
Lakhia Brad S. Officer Tax withholding or exercise payment (F) $26.49 -2K -$44K 147K Mar 17, 2026 Mar 19, 2026
Lakhia Brad S. · Officer Buy +$332K
Price $25.97 Qty +13K Owned 148K Trade date Mar 13, 2026 Filed date Mar 17, 2026
Lakhia Brad S. Officer Buy $25.97 +13K +$332K 148K Mar 13, 2026 Mar 17, 2026
Grisko Jerome P. · Director, Officer 6 operations 0
Owned 475K Trade date Mar 13, 2026 Filed date Mar 17, 2026
Grisko Jerome P. Director, Officer 6 operations 0 475K Mar 13, 2026 Mar 17, 2026
Young Rodney A. · Director Buy +$26K
Price $26.06 Qty +1K Owned 9K Trade date Mar 13, 2026 Filed date Mar 17, 2026
Young Rodney A. Director Buy $26.06 +1K +$26K 9K Mar 13, 2026 Mar 17, 2026
Wiley Benaree Pratt · Director Sell −$474K
Price $26.39 Qty −18K Owned 18K Trade date Mar 10, 2026 Filed date Mar 11, 2026
Wiley Benaree Pratt Director Sell $26.39 −18K −$474K 18K Mar 10, 2026 Mar 11, 2026
Mangan Michael T. · Officer Grant (A) 3K
Owned 8K Trade date Mar 6, 2026 Filed date Mar 10, 2026
Mangan Michael T. Officer Grant (A) 3K 8K Mar 6, 2026 Mar 10, 2026
Kouzelos Michael P. · Officer Grant (A) 22K
Owned 390K Trade date Mar 6, 2026 Filed date Mar 10, 2026
Kouzelos Michael P. Officer Grant (A) 22K 390K Mar 6, 2026 Mar 10, 2026
Lakhia Brad S. · Officer 2 operations 94K
Owned 135K Trade date Mar 6, 2026 Filed date Mar 10, 2026
Lakhia Brad S. Officer 2 operations 94K 135K Mar 6, 2026 Mar 10, 2026
15 of 37
15 of 37 Sign in to continue to older insider transactions.

CBIZ, Inc. (CBZ) activist and large shareholders

What are Schedules 13D and 13G?

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
FMR LLC 7.5M
% of shares outstanding 15.0% Filing date May 6, 2026
FMR LLC 7.5M 15.0% May 6, 2026
Vanguard Group Inc 4.7M
% of shares outstanding 9.3% Filing date Nov 12, 2024
Vanguard Group Inc 4.7M 9.3% Nov 12, 2024
Capital Research Global Investors 3.9M
% of shares outstanding 7.8% Filing date Nov 12, 2024
Capital Research Global Investors 3.9M 7.8% Nov 12, 2024
BlackRock Inc. 3.5M
% of shares outstanding 7.1% Filing date Jan 26, 2024
BlackRock Inc. 3.5M 7.1% Jan 26, 2024
Bank of Montreal 3.5M
% of shares outstanding 6.4% Filing date May 13, 2026
Bank of Montreal 3.5M 6.4% May 13, 2026
Morgan Stanley 2.9M
% of shares outstanding 5.8% Filing date Nov 6, 2024
Morgan Stanley 2.9M 5.8% Nov 6, 2024
P2 Capital Partners, LLC 2.4M
% of shares outstanding 4.8% Filing date Jan 26, 2024
P2 Capital Partners, LLC 2.4M 4.8% Jan 26, 2024
Dimensional Fund Advisors LP 2.3M
% of shares outstanding 4.7% Filing date Feb 9, 2024
Dimensional Fund Advisors LP 2.3M 4.7% Feb 9, 2024
8 of 11

CBIZ, Inc. (CBZ) ownership FAQ

Who owns CBZ?

278 reporting institutions disclosed CBZ position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.