CBIZ, Inc.
CBZ- Exchange
- NYSE
- Industry
- Services-Business Services, NEC
- SEC CIK
- 0000944148
No open-market purchases or sales by CBIZ, Inc. insiders were filed in the last 90 days; 260 institutions reported holding it in 13F filings for Q2 2026, worth $1.64B in total; no superinvestor holds it.
Holders of 5% or more of CBZ
Holders whose latest Schedule 13D or 13G filing reports 5% or more of CBIZ, Inc., largest stake first. The change is against the holder's previous filing.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| FMR LLC | 13G/A | 13.10%7.13M shares | +7.50 ppfrom 5.60% | Nov 5, 20252 filings | Jan 8, 2026 | SEC |
| Bank of Montreal | 13G | 6.37%3.51M shares | New | May 13, 20261 filing | May 13, 2026 | SEC |
| Winn David Randall | 13G | 5.16%2.80M shares | New | May 8, 20251 filing | May 8, 2025 | SEC |
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
10 Schedule 13D and 13G filings on CBIZ, Inc., newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| May 14, 202610:19 AM ET | Capital Research Global Investors | 13G/A | 0.00%0 shares | −5.00 ppfrom 5.00%Below 5% | Mar 31, 2026 | SEC |
| May 13, 20267:29 AM ET | Bank of Montrealand 9 others | 13G | 6.37%3.51M shares | New | Mar 31, 2026 | SEC |
| Mar 26, 20265:14 PM ET | Vanguard Group Inc | 13G/A | 0.00%0 shares | –Below 5% | Mar 13, 2026 | SEC |
| Feb 17, 20264:07 PM ET | Durable Capital Partners LP | 13G/A | 3.00%1.63M shares | −4.30 ppfrom 7.30%Below 5% | Dec 31, 2025 | SEC |
| Jan 8, 20269:09 AM ET | FMR LLCand 1 other | 13G/A | 13.10%7.13M shares | +7.50 ppfrom 5.60% | Dec 31, 2025 | SEC |
| Nov 14, 20254:25 PM ET | Durable Capital Partners LP | 13G/A | 7.30%3.93M shares | +1.80 ppfrom 5.50% | Sep 30, 2025 | SEC |
| Nov 5, 202511:30 AM ET | FMR LLCand 1 other | 13G | 5.60%3.02M shares | New | Sep 30, 2025 | SEC |
| Aug 27, 20254:11 PM ET | Durable Capital Partners LP | 13G | 5.50%2.94M shares | New | Aug 20, 2025 | SEC |
| May 13, 202511:32 AM ET | Capital Research Global Investors | 13G/A | 5.00%2.71M shares | – | Mar 31, 2025 | SEC |
| May 8, 20256:09 PM ET | Winn David Randalland 2 others | 13G | 5.16%2.80M shares | New | May 1, 2025 | SEC |
Form 144: proposed insider sales
Notices from officers, directors and other affiliates planning to sell CBIZ, Inc. shares.
No Form 144 notices for CBIZ, Inc. are on file.