Comparable stake leader
FMR LLC
SEC ownership of CBIZ, Inc.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000944148.
Disclosed value leader
FMR LLC
Comparable rows
50/50
Latest evidence
15 May 2026
- Public ticker
- CBZ on NYSE
- Parsed ownership sources
-
13D/G, 13F, and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
FMR LLC
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
50 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
FMR LLC
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
15 May 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0000944148
- Issuer location
- Independence, OH
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of CBIZ, Inc. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
FMR LLC
Disclosed value leader
FMR LLC
Comparable rows
50/50
Latest evidence
15 May 2026
13D/G
13F
3/4/5
Lead comparable stake: 15%
13D/G row: FMR LLC
Showing 1-8 of 50 holder rows.
Quick read
FMR LLC leads the comparable SEC ownership view at 15%.
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens FMR LLC's linked filing trail.
Comparable ownership
Top 5
FMR LLC
15%
BANK OF MONTREAL /CAN/
6.4%
Winn David Randall
5.2%
Durable Capital Partners LP
3%
MORGAN STANLEY
3%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| FMR LLC |
13D/G
13F
Company
|
15%
|
$201,671,503
7,511,043 shares
|
+$10,152,952 | 31 Mar 2026 |
| BANK OF MONTREAL /CAN/ |
13D/G
13F
Bank of Montreal · Company
|
6.4%
|
$94,192,324
3,508,094 shares
|
$0 | 31 Mar 2026 |
| Winn David Randall |
13D/G
22C Capital LLC
|
5.2%
|
$186,276,683
2,804,527 shares
|
$0 | 01 May 2025 |
| Durable Capital Partners LP |
13D/G
|
3%
|
$88,517,999
1,631,969 shares
|
-$124,377,636 | 31 Dec 2025 |
| MORGAN STANLEY |
13F
13D/G
Company
|
3%
from 13D/G
|
$53,931,619
2,008,625 shares
|
— | 31 Mar 2026 |
| Jerome P. Grisko |
3/4/5
CEO & President, Director
|
2.2%
|
$32,428,834
1,188,740 shares
|
— | 13 Mar 2026 |
| Michael P. Kouzelos |
3/4/5
President, Employee Services
|
0.71%
|
$11,874,707
389,718 shares
|
— | 06 Mar 2026 |
| Rick L. Burdick |
3/4/5
Director
|
0.34%
|
$5,044,201
187,866 shares
|
— | 15 May 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to selling over the last 12 months. Net value: -$201,946.
Buys
$682,579
Insiders: 2
Sells
$884,525
Insiders: 1
Net
-$201,946
Shares: -6,816
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 19,428
Shares: 26,244
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 13,775 | 17,956 | $357,774 | $473,913 | -$116,138 |
| 6-9 | 2,060 | 8,288 | $99,931 | $410,612 | -$310,682 |
| 9-12 | 3,593 | 0 | $224,874 | $0 | +$224,874 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-18 of 18 reporting-owner rows connected to CBIZ, Inc.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
18
Largest Forms 3/4/5 holder
Jerome P. Grisko
Net 12M change
-$201,946
Latest report
15 May 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Jerome P. Grisko | CEO & President, Director | $32,428,834 | Mixed | 13 Mar 2026 | ||
| Ware H. Grove | C.F.O. | $21,154,865 | Filing P/S | 14 Mar 2025 | ||
| Chris Spurio | President, Financial Services | $20,880,105 | Mixed | 14 Feb 2025 | ||
| Steven L. Gerard | Director | $16,522,271 | Mixed | 25 May 2021 | ||
| Michael H. DeGroote | Director | $16,184,111 | Mixed | 10 May 2024 | ||
| Michael P. Kouzelos | President, Employee Services | $11,874,707 | Mixed | 06 Mar 2026 | ||
| Rick L. Burdick | Director | $5,044,201 | Median | 15 May 2026 | ||
| Brad S. Lakhia | Senior Vice President & CFO | $4,005,602 | +$531,664 | +15% | Mixed | 17 Mar 2026 |
| Sherrill W. Hudson | Director | $3,717,412 | Mixed | 31 Oct 2022 | ||
| Gina D. France | Director | $2,042,909 | Median | 15 May 2026 | ||
| Todd J. Slotkin | Director | $1,536,598 | Median | 15 May 2026 | ||
| Joseph S. DiMartino | Director | $929,542 | Mixed | 05 Jun 2023 | ||
| Benaree Pratt Wiley | Director | $576,721 | -$884,525 | -61% | Mixed | 10 Mar 2026 |
| A. Haag Sherman | Director | $540,356 | Median | 15 May 2026 | ||
| Richard T. Marabito | Director | $507,115 | Median | 15 May 2026 | ||
| Rodney A. Young | Director | $412,442 | +$150,915 | +58% | Median | 15 May 2026 |
| Michael T. Mangan | Chief Accounting Officer | $232,589 | Mixed | 06 Mar 2026 | ||
| Kathy A. Raffa | Director | $225,862 | Median | 15 May 2026 |
Recent insider transactions for CBIZ, Inc.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Kathy A. Raffa | CBZ | Common Stock | Award | 256.3% | 6,051 | 8,412 | 15 May 2026 | Direct | ||
| Rodney A. Young | CBZ | Common Stock | Award | 65% | 6,051 | 15,361 | 15 May 2026 | Direct | ||
| Todd J. Slotkin | CBZ | Common Stock | Award | 11.8% | 6,051 | 57,229 | 15 May 2026 | Direct | ||
| A. Haag Sherman | CBZ | Common Stock | Award | 43% | 6,051 | 20,125 | 15 May 2026 | Direct | ||
| Richard T. Marabito | CBZ | Common Stock | Award | 47.1% | 6,051 | 18,887 | 15 May 2026 | Direct | ||
| Gina D. France | CBZ | Common Stock | Award | 8.64% | 6,051 | 76,086 | 15 May 2026 | Direct | ||
| Rick L. Burdick | CBZ | Common Stock | Award | 256.3% | 6,051 | 8,412 | 15 May 2026 | Direct | ||
| Brad S. Lakhia | CBZ | Common Stock | Tax liability | -1.11% | -1,647 | 146,833 | 17 Mar 2026 | Direct | ||
| Brad S. Lakhia | CBZ | Common Stock | Purchase | 9.41% | $331,719 | $25.97 | 12,775 | 148,480 | 13 Mar 2026 | Direct |
| Jerome P. Grisko Jr. | CBZ | Common Stock | Gift | 158.7% | 38,595 | 62,920 | 13 Mar 2026 | By spousal trust | ||
| Jerome P. Grisko Jr. | CBZ | Common Stock | Gift | -8.49% | -44,024 | 474,579 | 13 Mar 2026 | By trust | ||
| Jerome P. Grisko Jr. | CBZ | Common Stock | Gift | 12.6% | 38,595 | 345,675 | 13 Mar 2026 | By SLAT | ||
| Jerome P. Grisko Jr. | CBZ | Common Stock | Gift | -20.6% | -33,166 | 127,652 | 13 Mar 2026 | Direct | ||
| Rodney A. Young | CBZ | Common Stock | Purchase | 12% | $26,055 | $26.06 | 1,000 | 9,310 | 13 Mar 2026 | Direct |
| Benaree Pratt Wiley | CBZ | Common Stock | Sale | -49.9% | $473,913 | $26.39 | -17,956 | 18,000 | 10 Mar 2026 | By trust |
| Michael T. Mangan | CBZ | Common Stock | Award | 83% | 3,462 | 7,633 | 06 Mar 2026 | Direct | ||
| Michael P. Kouzelos | CBZ | Common Stock | Award | 5.91% | 21,760 | 389,718 | 06 Mar 2026 | Direct | ||
| Brad S. Lakhia | CBZ | Common Stock | Award | 231.5% | 93,966 | 134,550 | 06 Mar 2026 | Direct | ||
| Jerome P. Grisko Jr. | CBZ | Common Stock | Award | 114.1% | 85,709 | 160,818 | 06 Mar 2026 | Direct | ||
| Michael T. Mangan | CBZ | Common Stock | Tax liability | -4.2% | -183 | 4,171 | 14 Feb 2026 | Direct | ||
| Michael P. Kouzelos | CBZ | Common Stock | Tax liability | -0.29% | -1,059 | 367,958 | 14 Feb 2026 | Direct | ||
| Jerome P. Grisko Jr. | CBZ | Common Stock | Tax liability | -5.66% | -4,510 | 75,109 | 14 Feb 2026 | Direct | ||
| Michael P. Kouzelos | CBZ | Common Stock | Tax liability | -1.28% | -4,766 | 369,017 | 11 Feb 2026 | Direct | ||
| Michael P. Kouzelos | CBZ | Common Stock | Award | 2.93% | 10,623 | 373,783 | 11 Feb 2026 | Direct | ||
| Michael T. Mangan | CBZ | Common Stock | Tax liability | -17.6% | -928 | 4,354 | 11 Feb 2026 | Direct | ||
| Michael T. Mangan | CBZ | Common Stock | Award | 64.2% | 2,065 | 5,282 | 11 Feb 2026 | Direct | ||
| Jerome P. Grisko Jr. | CBZ | Common Stock | Tax liability | -15.6% | -14,756 | 79,619 | 11 Feb 2026 | Direct | ||
| Jerome P. Grisko Jr. | CBZ | Common Stock | Award | 53.5% | 32,899 | 94,375 | 11 Feb 2026 | Direct | ||
| Michael T. Mangan | CBZ | Common Stock | Tax liability | -5.96% | -204 | 3,217 | 09 Feb 2026 | Direct | ||
| Michael P. Kouzelos | CBZ | Common Stock | Tax liability | -0.31% | -1,116 | 363,160 | 09 Feb 2026 | Direct | ||
| Jerome P. Grisko Jr. | CBZ | Common Stock | Tax liability | -5.34% | -3,469 | 61,476 | 09 Feb 2026 | Direct | ||
| Michael T. Mangan | CBZ | Common Stock | Tax liability | -7.21% | -266 | 3,421 | 08 Feb 2026 | Direct | ||
| Michael P. Kouzelos | CBZ | Common Stock | Tax liability | -0.37% | -1,370 | 364,276 | 08 Feb 2026 | Direct | ||
| Michael P. Kouzelos | CBZ | Common Stock | Options Exercise | 0.84% | 3,053 | 365,646 | 08 Feb 2026 | Direct | ||
| Michael P. Kouzelos | CBZ | Restricted Stock Units | Options Exercise | -100% | -3,053 | 0 | 08 Feb 2026 | Direct | ||
| Jerome P. Grisko Jr. | CBZ | Common Stock | Tax liability | -6.13% | -4,241 | 64,945 | 08 Feb 2026 | Direct | ||
| Jerome P. Grisko Jr. | CBZ | Common Stock | Options Exercise | 15.8% | 9,454 | 69,186 | 08 Feb 2026 | Direct | ||
| Jerome P. Grisko Jr. | CBZ | Restricted Stock Units | Options Exercise | -100% | -9,454 | 0 | 08 Feb 2026 | Direct | ||
| Benaree Pratt Wiley | CBZ | Common Stock | Sale | -18.7% | $410,612 | $49.54 | -8,288 | 35,956 | 02 Dec 2025 | By trust |
| Brad S. Lakhia | CBZ | Common Stock | Purchase | 5.35% | $99,931 | $48.51 | 2,060 | 40,584 | 26 Nov 2025 | Direct |
| Rodney A. Young | CBZ | Common Stock | Purchase | 31.7% | $124,860 | $62.43 | 2,000 | 8,310 | 08 Aug 2025 | Direct |
| Brad S. Lakhia | CBZ | Common Stock | Purchase | 4.31% | $100,014 | $62.78 | 1,593 | 38,524 | 04 Aug 2025 | Direct |
* marks a reported price that did not pass the local price check.