CBZNYSEServices-Business Services, NECFiscal year ends December 31
CBIZ, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 4, 2026
$54.78+0.00 (0.00%)
Close on Oct 19, 2026
- Market cap
- $3.27B
- P/E (TTM)
- 27.4
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
94.1%
51M of 54M shares
Institutional holders
259
45 new, 45 sold out
Net institutional buying
-1M
In Q2 2026
Insider trades, 12 months
3 buys · 2 sales
Net sold $426.69K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Abigail P. Johnson | 4,463,715 | 8.30% | 13G (passive) amendment | Jul 31, 2026 |
| BlackRock, Inc. | 3,542,696 | 7.10% | 13G (passive) amendment | Dec 31, 2023 |
| Bank of Montreal | 3,508,094 | 6.37% | 13G (passive) | Mar 31, 2026 |
| FMR LLC | 3,022,280 | 5.60% | 13G (passive) | Sep 30, 2025 |
| Edell Eric J | 2,804,527 | 5.16% | 13G (passive) | May 1, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of CBZ | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| FMR LLC | 8,047,282 | 14.83% | $258.16M | +536,239 | 0.01% |
| BlackRock, Inc. | 4,971,786 | 9.16% | $159.49M | +1,159,861 | 0.00% |
| Bank Of Montreal /Can/ | 3,453,723 | 6.36% | $110.80M | −54,182 | 0.04% |
| 22C Capital LLC | 3,202,267 | 5.90% | $102.73M | – | 100.00% |
| Vanguard Capital Management LLC | 2,259,967 | 4.16% | $72.50M | +113,380 | 0.00% |
| Vanguard Portfolio Management LLC | 2,253,744 | 4.15% | $72.30M | +180,920 | 0.00% |
| Morgan Stanley | 1,492,737 | 2.75% | $47.89M | −515,888 | 0.00% |
| Geode Capital Management, LLC | 1,257,357 | 2.32% | $40.34M | +97,978 | 0.00% |
| State Street Corp | 1,244,553 | 2.29% | $39.93M | +92,844 | 0.00% |
| P2 Capital Partners, LLC | 1,136,974 | 2.10% | $36.47M | −3,700 | 14.85% |
| BloombergSen Inc. | 1,068,306 | 1.97% | $34.27M | +74,277 | 2.56% |
| Royce & Associates LP | 992,770 | 1.83% | $31.85M | +166,908 | 0.26% |
| Boston Partners | 778,451 | 1.43% | $25.69M | +217,051 | 0.02% |
| Silvercrest Asset Management Group LLC | 736,320 | 1.36% | $23.62M | +156,723 | 0.15% |
| Northern Trust Corp | 711,168 | 1.31% | $22.81M | −57,835 | 0.00% |
| Aqr Capital Management LLC | 709,617 | 1.31% | $22.76M | +463,814 | 0.01% |
| Fenimore Asset Management Inc | 681,628 | 1.26% | $21.87M | −594 | 0.45% |
| Charles Schwab Investment Management Inc | 665,870 | 1.23% | $21.36M | +43,603 | 0.00% |
| DG Capital Management, LLC | 660,000 | 1.22% | $21.17M | New | 4.46% |
| Ameriprise Financial Inc | 591,470 | 1.09% | $18.97M | −9,485 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 259 | 51M | 94.1% | 45 / 103 | 66 / 45 | 7M | 8M |
| Q1 2026 | 263 | 52M | 96.5% | 63 / 98 | 71 / 59 | 17M | 14M |
| Q4 2025 | 265 | 54M | 99.8% | 44 / 81 | 104 / 37 | 13M | 7M |
| Q3 2025 | 263 | 51M | 93.5% | 43 / 71 | 107 / 52 | 9M | 7M |
| Q2 2025 | 276 | 48M | 89.1% | 29 / 103 | 86 / 38 | 7M | 3M |
| Q1 2025 | 290 | 45M | 82.4% | 43 / 98 | 80 / 33 | 2M | 3M |
| Q4 2024 | 282 | 46M | 84.2% | 41 / 100 | 85 / 44 | 4M | 4M |
| Q3 2024 | 286 | 45M | 83.7% | 48 / 107 | 73 / 36 | 8M | 5M |
| Q2 2024 | 276 | 46M | 85.4% | 31 / 95 | 92 / 23 | 5M | 11M |
| Q1 2024 | 269 | 52M | 96.1% | 36 / 78 | 113 / 26 | 9M | 5M |
| Q4 2023 | 260 | 48M | 88.5% | 38 / 88 | 92 / 18 | 7M | 3M |
| Q3 2023 | 245 | 44M | 80.6% | 37 / 79 | 84 / 22 | 3M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of CBZ | Value | % of fund | As of |
|---|---|---|---|---|---|
| Fidelity Low-Priced Stock Fund | 1,705,507 | 3.14% | $93.94M | 0.38% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 1,619,505 | 2.98% | $51.95M | 0.00% | Jun 30, 2026 |
| Strategic Advisers Fidelity U.S. Total Stock Fund | 1,395,771 | 2.57% | $46.34M | 0.02% | May 31, 2026 |
| iShares Russell 2000 ETF | 1,278,703 | 2.36% | $41.02M | 0.05% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,167,397 | 2.15% | $37.45M | 0.02% | Jun 30, 2026 |
| Fidelity Small Cap Stock Fund | 718,542 | 1.32% | $39.58M | 2.94% | Jul 31, 2026 |
| Vanguard Small-Cap Growth Index Fund | 677,843 | 1.25% | $21.75M | 0.05% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 551,496 | 1.02% | $17.69M | 0.02% | Jun 30, 2026 |
| Fam Small Cap Fund | 546,866 | 1.01% | $17.54M | 5.64% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 537,902 | 0.99% | $29.63M | 0.09% | Jul 31, 2026 |
| Royce Small-Cap Total Return Fund | 486,975 | 0.90% | $15.62M | 1.65% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 451,648 | 0.83% | $14.49M | 0.10% | Jun 30, 2026 |
| Fidelity Low-Priced Stock K6 Fund | 297,509 | 0.55% | $16.39M | 0.36% | Jul 31, 2026 |
| Bridge Builder Small/Mid Cap Value Fund | 277,210 | 0.51% | $8.89M | 0.09% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 257,835 | 0.48% | $8.56M | 0.02% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Jerome P. Grisko | CEO & President, Director | 1,701,914 | 3.14% | Mar 17, 2026 |
| Brad S. Lakhia | Senior Vice President & CFO | 141,020 | 0.26% | Sep 21, 2026 |
| Michael T. Mangan | Chief Accounting Officer | 7,633 | 0.01% | Mar 10, 2026 |
| Michael P. Kouzelos | President, Employee Services | 389,718 | 0.72% | Mar 10, 2026 |
| Ware H. Grove | C.F.O. | 301,518 | 0.56% | Mar 18, 2025 |
| Chris Spurio | President, Financial Services | 239,341 | 0.44% | Feb 18, 2025 |
| A. Haag Sherman | Director | 47,771 | 0.09% | Aug 5, 2026 |
| Richard T. Marabito | Director | 18,887 | 0.03% | May 19, 2026 |
| Todd J. Slotkin | Director | 57,229 | 0.11% | May 19, 2026 |
| Gina D. France | Director | 76,086 | 0.14% | May 19, 2026 |
| Rick L. Burdick | Director | 187,866 | 0.35% | May 19, 2026 |
| Kathy A. Raffa | Director | 8,412 | 0.02% | May 19, 2026 |
| Rodney A. Young | Director | 15,361 | 0.03% | May 19, 2026 |
| Benaree Pratt Wiley | Director | 21,336 | 0.04% | Mar 11, 2026 |
| Michael H. DeGroote | Director | 236,592 | 0.44% | Mar 31, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Brad S. Lakhia Senior Vice President & CFO | Sep 17, 2026 | Tax withholding | −5,813 | $54.60 | $317.39K | 141,020 |
| A. Haag Sherman Director | Aug 4, 2026 | Tax withholding | −22,354 | $55.07 | $1.23M | 47,771 |
| A. Haag Sherman Director | Aug 4, 2026 | Option exercise | +50,000 | $24.62 | $1.23M | 70,125 |
| Todd J. Slotkin Director | May 15, 2026 | Award | +6,051 | – | – | 57,229 |
| Rick L. Burdick Director | May 15, 2026 | Award | +6,051 | – | – | 8,412 |
| A. Haag Sherman Director | May 15, 2026 | Award | +6,051 | – | – | 20,125 |
| Richard T. Marabito Director | May 15, 2026 | Award | +6,051 | – | – | 18,887 |
| Kathy A. Raffa Director | May 15, 2026 | Award | +6,051 | – | – | 8,412 |
| Rodney A. Young Director | May 15, 2026 | Award | +6,051 | – | – | 15,361 |
| Gina D. France Director | May 15, 2026 | Award | +6,051 | – | – | 76,086 |
| Brad S. Lakhia Senior Vice President & CFO | Mar 17, 2026 | Tax withholding | −1,647 | $26.49 | $43.63K | 146,833 |
| Jerome P. Grisko CEO & President, Director | Mar 13, 2026 | Gift | −38,595 | – | – | 474,579 |
| Jerome P. Grisko CEO & President, Director | Mar 13, 2026 | Gift | +5,429 | – | – | 345,675 |
| Jerome P. Grisko CEO & President, Director | Mar 13, 2026 | Gift | +33,166 | – | – | 340,246 |
| Jerome P. Grisko CEO & President, Director | Mar 13, 2026 | Gift | −33,166 | – | – | 127,652 |
| Jerome P. Grisko CEO & President, Director | Mar 13, 2026 | Gift | +38,595 | – | – | 62,920 |
| Jerome P. Grisko CEO & President, Director | Mar 13, 2026 | Gift | −5,429 | – | – | 513,174 |
| Brad S. Lakhia Senior Vice President & CFO | Mar 13, 2026 | Buy | +12,775 | $25.97 | $331.77K | 148,480 |
| Rodney A. Young Director | Mar 13, 2026 | Buy | +1,000 | $26.06 | $26.06K | 9,310 |
| Benaree Pratt Wiley Director | Mar 10, 2026 | Sale | −17,956 | $26.39 | $473.86K | 18,000 |
| Michael P. Kouzelos President, Employee Services | Mar 6, 2026 | Award | +21,760 | – | – | 389,718 |
| Jerome P. Grisko CEO & President, Director | Mar 6, 2026 | Award | +85,709 | – | – | 160,818 |
| Brad S. Lakhia Senior Vice President & CFO | Mar 6, 2026 | Award | +28,025 | – | – | 134,550 |
| Brad S. Lakhia Senior Vice President & CFO | Mar 6, 2026 | Award | +65,941 | – | – | 106,525 |
| Michael T. Mangan Chief Accounting Officer | Mar 6, 2026 | Award | +3,462 | – | – | 7,633 |
| Jerome P. Grisko CEO & President, Director | Feb 14, 2026 | Tax withholding | −4,510 | $27.84 | $125.56K | 75,109 |
| Michael P. Kouzelos President, Employee Services | Feb 14, 2026 | Tax withholding | −1,059 | $27.84 | $29.48K | 367,958 |
| Michael T. Mangan Chief Accounting Officer | Feb 14, 2026 | Tax withholding | −183 | $27.84 | $5.09K | 4,171 |
| Jerome P. Grisko CEO & President, Director | Feb 11, 2026 | Tax withholding | −14,756 | $30.47 | $449.62K | 79,619 |
| Jerome P. Grisko CEO & President, Director | Feb 11, 2026 | Award | +32,899 | – | – | 94,375 |
| Michael T. Mangan Chief Accounting Officer | Feb 11, 2026 | Award | +2,065 | – | – | 5,282 |
| Michael T. Mangan Chief Accounting Officer | Feb 11, 2026 | Tax withholding | −928 | $30.47 | $28.28K | 4,354 |
| Michael P. Kouzelos President, Employee Services | Feb 11, 2026 | Award | +10,623 | – | – | 373,783 |
| Michael P. Kouzelos President, Employee Services | Feb 11, 2026 | Tax withholding | −4,766 | $30.47 | $145.22K | 369,017 |
| Michael P. Kouzelos President, Employee Services | Feb 9, 2026 | Tax withholding | −1,116 | $34.29 | $38.27K | 363,160 |
| Jerome P. Grisko CEO & President, Director | Feb 9, 2026 | Tax withholding | −3,469 | $34.29 | $118.95K | 61,476 |
| Michael T. Mangan Chief Accounting Officer | Feb 9, 2026 | Tax withholding | −204 | $34.29 | $7.00K | 3,217 |
| Michael P. Kouzelos President, Employee Services | Feb 8, 2026 | Tax withholding | −1,370 | $38.27 | $52.43K | 364,276 |
| Michael P. Kouzelos President, Employee Services | Feb 8, 2026 | Option exercise | +3,053 | – | – | 365,646 |
| Michael T. Mangan Chief Accounting Officer | Feb 8, 2026 | Tax withholding | −266 | $38.27 | $10.18K | 3,421 |
| Jerome P. Grisko CEO & President, Director | Feb 8, 2026 | Tax withholding | −4,241 | $38.27 | $162.30K | 64,945 |
| Jerome P. Grisko CEO & President, Director | Feb 8, 2026 | Option exercise | +9,454 | – | – | 69,186 |
| Benaree Pratt Wiley Director | Dec 2, 2025 | Sale | −8,288 | $49.54 | $410.59K | 35,956 |
| Brad S. Lakhia Senior Vice President & CFO | Nov 26, 2025 | Buy | +2,060 | $48.51 | $99.93K | 40,584 |
| Rodney A. Young Director | Aug 8, 2025 | Buy | +2,000 | $62.43 | $124.86K | 8,310 |
| Brad S. Lakhia Senior Vice President & CFO | Aug 4, 2025 | Buy | +1,593 | $62.78 | $100.01K | 38,524 |
| Gina D. France Director | May 16, 2025 | Award | +2,361 | – | – | 70,035 |
| Richard T. Marabito Director | May 16, 2025 | Award | +2,361 | – | – | 12,836 |
| Todd J. Slotkin Director | May 16, 2025 | Award | +2,361 | – | – | 51,178 |
| A. Haag Sherman Director | May 16, 2025 | Award | +2,361 | – | – | 14,074 |
| Benaree Pratt Wiley Director | May 16, 2025 | Award | +2,361 | – | – | 5,821 |
| Kathy A. Raffa Director | May 16, 2025 | Award | +2,361 | – | – | 2,361 |
| Rick L. Burdick Director | May 16, 2025 | Award | +2,361 | – | – | 2,361 |
| Rodney A. Young Director | May 16, 2025 | Award | +2,361 | – | – | 6,310 |
| Jerome P. Grisko CEO & President, Director | Mar 26, 2025 | Gift | −24,325 | – | – | 518,603 |
| Jerome P. Grisko CEO & President, Director | Mar 26, 2025 | Gift | −177,914 | – | – | 24,325 |
| Jerome P. Grisko CEO & President, Director | Mar 26, 2025 | Gift | +24,325 | – | – | 202,239 |
| Jerome P. Grisko CEO & President, Director | Mar 26, 2025 | Gift | +177,914 | – | – | 177,914 |
| Jerome P. Grisko CEO & President, Director | Mar 26, 2025 | Gift | +5,080 | – | – | 307,080 |
| Jerome P. Grisko CEO & President, Director | Mar 26, 2025 | Gift | −5,080 | – | – | 542,928 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Wiley Benaree Director | Mar 10, 2026 | 17,956 | $523.60K | Mar 10, 2026 | Compensation |
| Benaree Pratt Wiley Director | Dec 2, 2025 | 8,288 | $402.88K | Dec 2, 2025 | Compensation |
| Ware H. Grove Officer | May 20, 2025 | 5,500 | $121.23K | May 20, 2025 | Restricted stock vest |
| Ware H. Grove Officer | May 7, 2025 | 4,488 | $323.14K | May 7, 2025 | Restricted stock vest |
| Ware H. Grove Officer | Mar 14, 2025 | 4,029 | $282.68K | Mar 14, 2025 | Restricted stock vest |
| Benaree Pratt Wiley Director | Mar 6, 2025 | 6,526 | $476.40K | Mar 6, 2025 | Compensation |
| Ware H. Grove Officer | Dec 10, 2024 | 8,143 | $644.16K | Dec 10, 2024 | Restricted stock vest |
| Ware H. Grove Officer | Nov 22, 2023 | 20,000 | $1.16M | Nov 22, 2023 | Restricted stock vest |
| Ware H. Grove Officer | Nov 3, 2023 | 20,000 | $1.11M | Nov 3, 2023 | Stock option exercise |
| Jerome P. Grisko Officer | Sep 5, 2023 | 60,000 | $3.30M | Sep 5, 2023 | stock option exrcise |
| Jerome P. Grisko Officer | Aug 18, 2023 | 60,000 | $3.18M | Aug 18, 2023 | stock option exrcise |
| Benaree Pratt Wiley Director | Aug 4, 2023 | 7,519 | $407.30K | Aug 3, 2023 | Various- private placement, compensation, open market purchase |
| Benaree Pratt Wiley Director | Aug 3, 2023 | 7,519 | $407.30K | Aug 3, 2023 | Various- private placement, compensation, open market purchase |
| Ware H. Grove Officer | Aug 2, 2023 | 20,000 | $1.09M | Aug 2, 2023 | stock option exercise |
| Ware H. Grove Officer | May 1, 2023 | 1,515 | $80.00K | May 1, 2023 | Stock Option Exercise |