Stocks › CBZ
CBIZ, Inc.
CBZ·NYSE·
United States·USD
United States·USD$54.74
+0.02 (+0.04%)
Close · Oct 6, 2026 · Close Prices from Tiingo.com
CBZ
CBIZ, Inc. · NYSE
Nasdaq 100S&P 500
Filings
Default90D1Y5YALL
CBZS&P 500 (rebased)
Congress BuyCongress SellInsider BuyInsider SellForm 1448-K ResultsLobbying
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Daily closes, adjusted for splits and dividends · Close Prices from Tiingo.comHover a marker, every one is a filing · move across the line for the crosshair
Congressional Trades
Recent trades of CBZ by members of U.S. Congress · 8 on record · 3 in the last 12 months
| Politician | Stock | Type | Filed | Traded | |
|---|---|---|---|---|---|
 Gilbert Ray Cisneros, Jr.House · D · CA |
CBZCBIZ, Inc. · Stock |
Sale $1,001 - $15,000 |
Jul 2, 2026 | Jun 30, 2026 | Filing ↗ |
 Josh GottheimerHouse · D · NJ |
CBZCBIZ, Inc. · Stock |
Purchase $1,001 - $15,000 |
May 19, 2026 | Apr 6, 2026 | Filing ↗ |
| Josh GottheimerHouse · D · NJ |
CBZCBIZ, Inc. · Stock |
Sale $1,001 - $15,000 |
Apr 8, 2026 | Mar 5, 2026 | Filing ↗ |
| Josh GottheimerHouse · D · NJ |
CBZCBIZ, Inc. · Stock |
Sale $1,001 - $15,000 |
May 14, 2025 | Apr 9, 2025 | Filing ↗ |
| Gilbert Ray Cisneros, Jr.House · D · CA |
CBZCBIZ, Inc. · Stock |
Purchase $1,001 - $15,000 |
Apr 7, 2025 | Mar 24, 2025 | Filing ↗ |
| Josh GottheimerHouse · D · NJ |
CBZCBIZ, Inc. · Stock |
Sale $1,001 - $15,000 |
Apr 7, 2024 | Mar 7, 2024 | Filing ↗ |
| Josh GottheimerHouse · D · NJ |
CBZCBIZ, Inc. · Stock |
Purchase $1,001 - $15,000 |
Mar 17, 2023 | Feb 23, 2023 | Filing ↗ |
 Bradley Scott SchneiderHouse · D · IL |
CBZCBIZ, Inc. · Stock |
Purchase $1,001 - $15,000 |
Feb 12, 2014 | Jan 13, 2014 | Filing ↗ |
Whale Activity
Position changes in CBZ reported for 2026-06-30 by 12 tracked institutional filers
- Increased3
- New1
- Held0
- Decreased3
- Closed2
- No prior filing3
| Filer | Shares | Value | Change |
|---|---|---|---|
| BlackRock, Inc. | 5.0M | $159.5M | increased |
| 22C Capital LLC | 3.2M | $102.7M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.3M | $72.5M | increased |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.3M | $72.3M | increased |
| BloombergSen Inc. | 1.1M | $34.3M | — |
| TWO SIGMA INVESTMENTS, LP | 138.4K | $4.4M | decreased |
| D. E. Shaw & Co., Inc. | 112.2K | $3.6M | decreased |
| CITADEL ADVISORS LLC | 34.2K | $1.1M | decreased |
| Bridgewater Associates, LP | 11.1K | $356K | new |
| Cygnus Capital Advisors, LLC | 163.2K | $5K | — |
| Point72 Asset Management | 0 | $0 | closed |
| Millennium Management LLC | 0 | $0 | closed |
KeyVex tracks a curated set of large 13F filers plus the largest positions in recent filings, so this is a sample of institutional activity, not the whole market.
Insider Trading
Net shares bought (+) or sold (−) on the open market by CBZ insiders, by quarter · Form 4
Recent Insider Transactions
2,112 transactions on record · newest first
| Insider | Type | Shares | Price | Value | Date | |
|---|---|---|---|---|---|---|
| Raffa Kathy ADirector | Grant / award | +6,051 | $0.00 | $0 | May 15, 2026 | Form 4 ↗ |
| YOUNG RODNEY ADirector | Grant / award | +6,051 | $0.00 | $0 | May 15, 2026 | Form 4 ↗ |
| SLOTKIN TODD JDirector | Grant / award | +6,051 | $0.00 | $0 | May 15, 2026 | Form 4 ↗ |
| SHERMAN A HAAGDirector | Grant / award | +6,051 | $0.00 | $0 | May 15, 2026 | Form 4 ↗ |
| MARABITO RICHARD TDirector | Grant / award | +6,051 | $0.00 | $0 | May 15, 2026 | Form 4 ↗ |
| France Gina DDirector | Grant / award | +6,051 | $0.00 | $0 | May 15, 2026 | Form 4 ↗ |
| BURDICK RICK LDirector | Grant / award | +6,051 | $0.00 | $0 | May 15, 2026 | Form 4 ↗ |
| Lakhia Brad S.Senior Vice President & CFO | Tax withholding | −1,647 | $26.49 | $44K | Mar 17, 2026 | Form 4 ↗ |
| Lakhia Brad S.Senior Vice President & CFO | Purchase | +12.8K | $25.97 | $332K | Mar 13, 2026 | Form 4 ↗ |
| GRISKO JEROME PCEO & President · Director | Gift | +38.6K | $0.00 | $0 | Mar 13, 2026 | Form 4 ↗ |
| GRISKO JEROME PCEO & President · Director | Gift | −38.6K | $0.00 | $0 | Mar 13, 2026 | Form 4 ↗ |
| GRISKO JEROME PCEO & President · Director | Gift | +5,429 | $0.00 | $0 | Mar 13, 2026 | Form 4 ↗ |
| GRISKO JEROME PCEO & President · Director | Gift | −5,429 | $0.00 | $0 | Mar 13, 2026 | Form 4 ↗ |
| GRISKO JEROME PCEO & President · Director | Gift | +33.2K | $0.00 | $0 | Mar 13, 2026 | Form 4 ↗ |
| GRISKO JEROME PCEO & President · Director | Gift | −33.2K | $0.00 | $0 | Mar 13, 2026 | Form 4 ↗ |
| YOUNG RODNEY ADirector | Purchase | +1,000 | $26.06 | $26K | Mar 13, 2026 | Form 4 ↗ |
| WILEY BENAREE PRATTDirector | Sale | −18.0K | $26.39 | $474K | Mar 10, 2026 | Form 4 ↗ |
| Mangan Michael T.Chief Accounting Officer | Grant / award | +3,462 | $0.00 | $0 | Mar 6, 2026 | Form 4 ↗ |
| Kouzelos Michael PPresident, Employee Services | Grant / award | +21.8K | $0.00 | $0 | Mar 6, 2026 | Form 4 ↗ |
| Lakhia Brad S.Senior Vice President & CFO | Grant / award | +28.0K | $0.00 | $0 | Mar 6, 2026 | Form 4 ↗ |
Fund Holders
Mutual funds and ETFs holding CBZ · SEC Form N-PORT
| Fund | Shares | Value | % of fund | As of |
|---|---|---|---|---|
| Fidelity Low-Priced Stock Fund Fidelity Puritan Trust | 1.7M | $93.9M | 0.38% | Jul 31, 2026 |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1.6M | $52.0M | 0.00% | Jun 30, 2026 |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 1.4M | $46.3M | 0.02% | May 31, 2026 |
| iShares Russell 2000 ETF iShares Trust | 1.3M | $41.0M | 0.05% | Jun 30, 2026 |
| Fidelity Small Cap Stock Fund Fidelity Concord Street Trust | 718.5K | $39.6M | 2.94% | Jul 31, 2026 |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 1.2M | $37.5M | 0.02% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 537.9K | $29.6M | 0.09% | Jul 31, 2026 |
| Fidelity Small Cap Discovery Fund Fidelity Concord Street Trust | 869.7K | $26.5M | 1.20% | Apr 30, 2026 |
| Fidelity Series Small Cap Discovery Fund Fidelity Concord Street Trust | 800.0K | $24.4M | 1.24% | Apr 30, 2026 |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 677.8K | $21.7M | 0.05% | Jun 30, 2026 |
Mutual funds and ETFs whose N-PORT filings list CBZ's shares (CUSIP 124805102), each fund at its latest report since Mar 7, 2026, largest positions first. Bonds, options and short positions are left out.
Activist & Passive Stakes
Schedule 13D / 13G beneficial-ownership filings
- Abigail P. JohnsonSCHEDULE 13G/A · passive (13G) · 4.5M shares8.3%
Aug 7, 2026 · ↗ - FMR LLCSCHEDULE 13G/A · passive (13G) · 4.5M shares8.3%
Aug 7, 2026 · ↗ - Capital Research Global InvestorsSCHEDULE 13G/A · passive (13G) · 0 shares0.0%
May 14, 2026 · ↗ - 1001271606 ONTARIO INCSCHEDULE 13G · passive (13G) · 3.5M shares6.4%
May 13, 2026 · ↗ - BMO FAMILY OFFICE, LLCSCHEDULE 13G · passive (13G) · 2,270 shares0.0%
May 13, 2026 · ↗ - BMO BANK N.A.SCHEDULE 13G · passive (13G) · 301 shares0.0%
May 13, 2026 · ↗ - BMO CAPITAL MARKETS CORP.SCHEDULE 13G · passive (13G) · 100 shares0.0%
May 13, 2026 · ↗ - BMO FINANCIAL CORP.SCHEDULE 13G · passive (13G) · 2,671 shares0.0%
May 13, 2026 · ↗ - BMO NESBITT BURNS INC.SCHEDULE 13G · passive (13G) · 93 shares0.0%
May 13, 2026 · ↗ - BMO NESBITT BURNS INC. WEALTH MANAGEMENTSCHEDULE 13G · passive (13G) · 0 shares0.0%
May 13, 2026 · ↗
Corporate Lobbying
Estimated quarterly lobbying spending reported under the LDA, filings naming CBIZ, Inc. as client
No lobbying filings found naming CBIZ, Inc. as the client.
Government Contracts
Federal awards to CBIZ, Inc. · USAspending
No federal contract awards found for CBIZ, Inc..
U.S. Patents
Recent USPTO applications naming CBIZ, Inc.
No USPTO patent applications found for CBIZ, Inc..
Annual Financials
From CBZ's 10-K filings · XBRL
No annual XBRL figures on record for CBZ. KeyVex's fundamentals cover about 130 large companies so far.
Stock Splits
Every split and reverse split in the price history
- 2-for-1Stock splitJul 1, 1996
Split dates and ratios from the price history · Close Prices from Tiingo.com
Material Events (8-K)
Corporate events filed with the SEC
About CBIZ, Inc.
From SEC EDGAR company records
Overview CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across more than 140 locations in 23 major markets coast to coast. Business Strategy Since the Company’s founding in 1996, CBIZ has been committed to building an organization that offers unparalleled services and expertise across its industries, addressing its clients' most critical, time-sensitive needs while delivering f…
Industry (SIC 7389)Services-Business Services, NEC
SectorIndustrials
HeadquartersINDEPENDENCE, OH
IncorporatedDE
SEC CIK0000944148 ↗
Former namesCENTURY BUSINESS SERVICES INC, INTERNATIONAL ALLIANCE SERVICES INC, REPUBLIC ENVIRONMENTAL SYSTEMS INC