CBIZ, Inc.
CBIZ, Inc. (CBZ) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · CBZ · as of Sep 30, 2025
Ownership Breakdown
263
Institutional Holders
▼ 14 vs Q2
$2.69B
Total Inst. Value
▼ $745.17M vs Q2
53.65M
Shares Outstanding
freeFloat 86.99%
50.20M
13F Shares Held
▲ 2.15M vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
CBZ largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
VANGUARD GROUP INC services-business services, nec | 4.89M | 7.69% | 7.69% | $258.90B | Nov 7, 2025 | ▼ 192.5K |
DURABLE CAPITAL PARTNERS LP services-business services, nec | 3.93M | 6.18% | 6.18% | $207.87B | Nov 14, 2025 | NEW |
BLACKROCK, INC. services-business services, nec | 3.54M | 5.57% | 5.57% | $187.52B | Nov 12, 2025 | ▼ 249.0K |
MORGAN STANLEY services-business services, nec | 3.40M | 5.35% | 5.35% | $180.12B | May 27, 2026 | ▲ 150.7K |
FMR LLC services-business services, nec | 3.02M | 4.76% | 4.76% | $160.06B | Nov 13, 2025 | ▲ 1.16M |
CAPITAL RESEARCH GLOBAL INVESTORS services-business services, nec | 2.92M | 4.60% | 4.60% | $154.71B | Nov 13, 2025 | ▼ 65.6K |
BURGUNDY ASSET MANAGEMENT LTD. services-business services, nec | 2.32M | 3.64% | 3.64% | $149.45B | Nov 12, 2025 | ▼ 5.6K |
P2 CAPITAL PARTNERS, LLC services-business services, nec | 1.72M | 2.70% | 2.70% | $90.90B | Nov 14, 2025 | ▼ 90.0K |
STATE STREET CORP services-business services, nec | 1.15M | 1.82% | 1.82% | $61.17B | Nov 14, 2025 | ▼ 55.9K |
GEODE CAPITAL MANAGEMENT, LLC services-business services, nec | 1.15M | 1.81% | 1.81% | $60.89B | Nov 12, 2025 | ▼ 74.5K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
17
Increased
+3.12M shares4
New Positions
first time holders29
Decreased
−2.85M shares0
Sold Out
fully exitedNet shares change (top 50)
+270.0K
+3.12M / −2.85M
Net new holders
-8
4 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
CBZ insider trading · insider activity
Source: SEC Form 4
Insiders have been net buyers of shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
15
Buy transactions
19
Sell transactions
0.79
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Raffa Kathy A director | May 15, 2026 | Award | 6,051 | — | — | 8.4K | Form 4 ↗ |
YOUNG RODNEY A director | May 15, 2026 | Award | 6,051 | — | — | 15.4K | Form 4 ↗ |
SLOTKIN TODD J director | May 15, 2026 | Award | 6,051 | — | — | 57.2K | Form 4 ↗ |
SHERMAN A HAAG director | May 15, 2026 | Award | 6,051 | — | — | 20.1K | Form 4 ↗ |
MARABITO RICHARD T director | May 15, 2026 | Award | 6,051 | — | — | 18.9K | Form 4 ↗ |
France Gina D director | May 15, 2026 | Award | 6,051 | — | — | 76.1K | Form 4 ↗ |
BURDICK RICK L director | May 15, 2026 | Award | 6,051 | — | — | 8.4K | Form 4 ↗ |
Lakhia Brad S. Senior Vice President & CFO | Mar 17, 2026 | Tax Withhold | 1,647 | $26.49 | $43.6K | 146.8K | Form 4 ↗ |
Lakhia Brad S. Senior Vice President & CFO | Mar 13, 2026 | Purchase | 12,775 | $25.97 | $331.7K | 148.5K | Form 4 ↗ |
GRISKO JEROME P CEO & President | Mar 13, 2026 | Gift | 5,429 | — | — | 513.2K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
CBIZ, Inc. (CBZ) is primarily owned by institutional investors, who hold approximately 93.6% of total shares outstanding. Company insiders own approximately 13.01%, while retail and public investors account for the remaining 0.00%.
The largest institutional shareholder of CBIZ, Inc. is VANGUARD GROUP INC, holding approximately 4.89 million shares — equal to 7.69% of outstanding shares — as of September 30, 2025.
A total of 263 institutional investors currently hold CBZ stock, with a combined institutional value of approximately $2.69 billion as of the most recent 13F filing period.
Frequently asked questions
CBZ ownershipCBIZ, Inc. (CBZ) is primarily owned by institutional investors, who hold approximately 93.6% of shares. The largest shareholder is VANGUARD GROUP INC with a 7.69% stake. Company insiders hold 13.01%. Data sourced from SEC Form 13F as of September 30, 2025.