CBIZ Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:CBZ Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
02 Dec 25	SellUS$410,612	Benaree Wiley	Individual	8,288	US$49.54
26 Nov 25	BuyUS$99,931	Brad Lakhia	Individual	2,060	US$48.51
08 Aug 25	BuyUS$124,860	Rodney Young	Individual	2,000	US$62.43
04 Aug 25	BuyUS$100,014	Brad Lakhia	Individual	1,593	US$62.78
14 Mar 25	SellUS$282,679	Ware Grove	Individual	4,029	US$70.16
06 Mar 25	SellUS$468,214	Benaree Wiley	Individual	6,526	US$71.75
04 Mar 25	BuyUS$76,180	Rodney Young	Individual	1,000	US$76.18

Insider Trading Volume

Insider Buying: CBZ insiders have sold more shares than they have bought in the past 3 months.

Ownership Breakdown

What is the ownership structure of CBZ?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	1,686,966	3.01%
VC/PE Firms	2,804,527	5%
Hedge Funds	3,925,067	6.99%
Institutions	47,712,691	85%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 79.24% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
9.14%	The Vanguard Group, Inc.	4,888,523	US$262.3m	-3.79%	no data
7.34%	Durable Capital Partners, LP	3,925,067	US$210.6m	0%	1.62%
7.18%	Capital Research and Management Company	3,841,608	US$206.1m	-16.4%	0.01%
6.62%	BlackRock, Inc.	3,540,802	US$190.0m	-6.57%	no data
5.64%	FMR LLC	3,018,832	US$162.0m	62.5%	0.01%
5.63%	Eaton Vance Management	3,013,172	US$161.7m	4.18%	0.03%
5.24%	22C Capital LLC	2,804,527	US$150.5m	0%	100.0%
4.33%	Burgundy Asset Management Ltd.	2,315,606	US$124.2m	-0.24%	0.96%
3.21%	P2 Capital Partners, LLC	1,716,325	US$92.1m	-4.98%	21.68%
2.16%	State Street Global Advisors, Inc.	1,154,933	US$62.0m	-4.61%	no data
2.15%	Geode Capital Management, LLC	1,149,635	US$61.7m	-6.09%	no data
2.07%	BloombergSen Inc.	1,107,850	US$59.4m	-1.03%	4.97%
1.98%	Jerome Grisko	1,057,490	US$56.7m	0%	no data
1.77%	Janus Henderson Group plc	948,644	US$50.9m	35.2%	0.02%
1.75%	Northern Trust Global Investments	933,816	US$50.1m	4.06%	0.01%
1.73%	Silvercrest Asset Management Group LLC	926,246	US$49.7m	5.73%	0.32%
1.54%	Allspring Global Investments, LLC	821,483	US$44.1m	9.02%	0.06%
1.52%	Premier Fund Managers Ltd.	814,871	US$43.7m	-0.45%	0.58%
1.42%	GW&K Investment Management, LLC	757,430	US$40.6m	-1.58%	0.34%
1.4%	Handelsbanken Asset Management	747,000	US$40.1m	61.7%	0.07%
1.17%	Citadel Advisors LLC	623,060	US$33.4m	254%	0.03%
1.15%	Dimensional Fund Advisors LP	614,232	US$33.0m	-8.22%	no data
1.12%	Sunriver Management LLC	596,762	US$32.0m	0%	3.62%
1%	Invesco Ltd.	533,963	US$28.6m	-5.31%	0.01%
0.98%	Charles Schwab Investment Management, Inc.	524,822	US$28.2m	-5.48%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2026/01/07 14:16
End of Day Share Price	2026/01/07 00:00
Earnings	2025/09/30
Annual Earnings	2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

CBIZ, Inc. is covered by 4 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Christopher Moore	CJS Securities, Inc.
Vincent Colicchio	NOBLE Capital Markets, Inc.
Marc Riddick	Sidoti & Company, LLC