CBIZ Inc
CBZ
54.75
+0.01
+0.02%
CBIZ Inc
US · CBZ
#2491 by market cap
Listed 1970
54.75
+0.01
+0.02%
Live - 5344 symbols - heartbeat 297s ago
· 2026-10-07 19:54
After-hours
54.75
0.00%
- Market cap
- 3.01B
- P/E (TTM)i
- 26.32
- P/Bi
- 1.61
- EPSi
- 1.83
- Div yieldi
- 0.00%
- 52W posi
- 95%
Reader sentiment
Are you bullish or bearish on CBZ?
Anonymous reader poll. Unscientific, not investment advice.
✦ Quant Ownership Signal how this is computed
Distributing
- The number of reporting institutions increased by 2 in the most recent period (2026/Q3).
- Total institutional ownership fell 6.7 percentage points.
Institutional ownership
- Held by institutions
- 90.53% -6.74pp
- Institutions
- 314 +2
- As of
- 2026/Q3 vs. prior period
Ownership vs. money flow
AlignedInstitutions trimmed shares last reporting period, and the stock has seen net outflows in main-fund flow over the last 20 trading sessions - the two line up.
Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.
Holder types
Mutual Fund69.90%
Hedge Fund10.85%
VC/PE Fund5.90%
Individual/Insider4.26%
Public Company1.48%
Private Company1.46%
Government Pension Fund0.32%
Insurance Company0.29%
Family Office/Trust0.27%
Other5.27%
Top holders as of 2026-06-30
BlackRock
9.16% · 4.97M sh
FMR
8.23% · 4.46M sh
Burgundy Asset Management Ltd.
6.36% · 3.45M sh
22C Capital LLC
5.90% · 3.20M sh
Vanguard Capital Management, LLC
4.76% · 2.58M sh
Vanguard Portfolio Management, LLC
4.15% · 2.25M sh
Eaton Vance Management
2.37% · 1.29M sh
Geode Capital Management, LLC
2.32% · 1.26M sh
State Street Global Advisors
2.29% · 1.24M sh
P2 Capital Partners, LLC
2.10% · 1.14M sh
Bar length is relative to the largest holder shown here, not to 100% of the company.
Insiders
50 filings tracked · 31 buys · 19 sells
| Name | Role | Stake |
|---|---|---|
| Jerome Grisko | Chief Executive Officer | 1.96% |
| Ware Grove | Senior Vice President | 0.56% |
| Michael DeGroote | Independent Director | 0.45% |
| Chris Spurio | President of Financial Services Group | 0.44% |
| Rick Burdick | Independent Chairperson | 0.35% |
| Gina France | Independent Director | 0.14% |
| Todd Slotkin | Independent Director | 0.11% |
| Arthur Sherman | Independent Director | 0.09% |
| Brad Lakhia | Senior Vice President | 0.05% |
| Benaree Wiley | Independent Director | 0.04% |
Insider transactions most recent Form 4 filings
| Date | Name | Role | Type | Shares | Price |
|---|---|---|---|---|---|
| 2026-09-16 | Brad Lakhia | Senior Vice President | Sale to Issuer | -5,813 | $54.60 |
| 2026-08-03 | Arthur Sherman | Independent Director | Derivative Exercise and Sale | -22,354 | $24.62–55.07 |
| 2026-08-03 | Arthur Sherman | Independent Director | Derivative Exercise and Retained | +27,646 | $24.62 |
| 2026-05-14 | Rick Burdick | Independent Chairperson | Other Acquisition | +6,051 | -- |
| 2026-05-14 | Rodney Young | Independent Director | Other Acquisition | +6,051 | -- |
| 2026-05-14 | Richard Marabito | Independent Director | Other Acquisition | +6,051 | -- |
| 2026-05-14 | Gina France | Independent Director | Other Acquisition | +6,051 | -- |
| 2026-05-14 | Todd Slotkin | Independent Director | Other Acquisition | +6,051 | -- |
| 2026-05-14 | Arthur Sherman | Independent Director | Other Acquisition | +6,051 | -- |
| 2026-05-14 | Kathy Raffa | Independent Director | Other Acquisition | +6,051 | -- |
| 2026-03-16 | Brad Lakhia | Senior Vice President | Sale to Issuer | -1,647 | $26.49 |
| 2026-03-12 | Rodney Young | Independent Director | Open Market Acquisition | +1,000 | $26.06 |
| 2026-03-12 | Jerome Grisko | Chief Executive Officer | Other Acquisition | +77,190 | -- |
| 2026-03-12 | Jerome Grisko | Chief Executive Officer | Other Disposition | -77,190 | -- |
| 2026-03-12 | Brad Lakhia | Senior Vice President | Open Market Acquisition | +12,775 | $25.97 |
| 2026-03-09 | Benaree Wiley | Independent Director | Open Market Disposition | -17,956 | $26.39 |
| 2026-03-05 | Jerome Grisko | Chief Executive Officer | Other Acquisition | +85,709 | -- |
| 2026-03-05 | Michael Kouzelos | President of Benefits & Insurance Services, Inc. | Other Acquisition | +21,760 | -- |
| 2026-03-05 | Brad Lakhia | Senior Vice President | Other Acquisition | +93,966 | -- |
| 2026-03-05 | Michael Mangan | Officer | Other Acquisition | +3,462 | -- |
Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.
Quote time 2026-10-07 19:54:59 · For reference only, not investment advice and not tailored to your situation.