CBIZ Inc
Ownership
Ownership Structure
Who owns CBIZ Inc (CBZ)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 90.1% of the shares are freely tradable; institutional investors hold 100.6%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| FMR Inc | 14.65 | 8,047,282 | +7.1 | 06/30/2026 |
| BlackRock Inc | 9.05 | 4,971,786 | +30.4 | 06/30/2026 |
| Bank of Montreal | 6.29 | 3,453,723 | -1.5 | 06/30/2026 |
| BMO Capital Markets Corp. | 6.29 | 3,453,723 | -1.5 | 06/30/2026 |
| 22C Capital LLC | 5.83 | 3,202,267 | +0.0 | 06/30/2026 |
| Vanguard Capital Management, LLC | 4.11 | 2,259,967 | +5.3 | 06/30/2026 |
| Vanguard Portfolio Management, LLC | 4.10 | 2,253,744 | +8.7 | 06/30/2026 |
| Morgan Stanley - Brokerage Accounts | 2.72 | 1,492,737 | -25.7 | 06/30/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Fidelity Low-Priced Stock | 3.10 | 1,705,507 | +0.0 | 07/31/2026 |
| Vanguard MStar Total Stk Mkt Idx Invest | 2.96 | 1,627,363 | +0.3 | 09/30/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Grisko Jerome P | CEO & President | 383,179 | 21,074,845 $ | Oct 23, 2026 | indirect |
| Lakhia Brad S. | Senior Vice President & CFO | 141,020 | 7,756,097 $ | Sep 17, 2026 | direct |
| Sherman A Haag | Director | 47,771 | 2,627,405 $ | Aug 4, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Oct 23, 2026 | Grisko Jerome P | CEO & President | Other | 91,400 | 0.00 | – |
| Sep 17, 2026 | Lakhia Brad S. | Senior Vice President & CFO | Other | 5,813 | 54.60 | 317,390 |
| Aug 4, 2026 | Sherman A Haag | Director | Other | 22,354 | 55.07 | 1,231,035 |
| Aug 4, 2026 | Sherman A Haag | Director | Other | 50,000 | 24.62 | 1,231,000 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: October 30, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.