CBIZ (CBZ)
Provides accounting, tax, advisory, benefits, insurance, payroll, and technology services.
$54.68
After hours−0.01 (−0.02%)
At close$54.69(+0.02%)
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13F · 13D/G · Form 4
| Institutions | 95.71% | 51.94M shares | |
|---|---|---|---|
| 268 holders · as of Jun 30, 2026 | |||
| Insiders | 4.88% | 2.65M shares | |
| 15 holders · as of Sep 21, 2026 | |||
| Strategic holders | 4.99% | 2.71M shares | |
| 1 holder · as of Feb 14, 2020 | |||
| Adds to | 105.58% | ||
54.26M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 105.58%; nothing is left for Other.
13F, as of Jun 30, 2026
268 holders · 51.94M shares · 49 new positions · 153 increased · 67 reduced · 47 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| FMR LLC | 8.05M | 14.83% | +536.2K | Aug 13, 2026 |
| BlackRock, Inc. | 4.97M | 9.16% | +1.16M | Aug 7, 2026 |
| Bank of Montreal /Can/ | 3.45M | 6.36% | −54.2K | Aug 12, 2026 |
| 22C Capital LLC | 3.20M | 5.90% | 0 | Aug 14, 2026 |
| Vanguard Capital Management LLC | 2.26M | 4.16% | +113.4K | Aug 13, 2026 |
| Vanguard Portfolio Management LLC | 2.25M | 4.15% | +180.9K | Aug 13, 2026 |
| Morgan Stanley | 1.49M | 2.75% | −515.9K | Aug 13, 2026 |
| Geode Capital Management, LLC | 1.26M | 2.32% | +98.0K | Aug 12, 2026 |
13D/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 |
Form 4
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 |
House 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 |