Comparable stake leader
BANK OF MONTREAL /CAN/
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
5/50
Latest evidence
30 Jun 2026
- Public ticker
- CBZ on NYSE
- Parsed ownership sources
-
13F, 13D/G, and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
BANK OF MONTREAL /CAN/
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
5 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
BANK OF MONTREAL /CAN/
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
30 Jun 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
BANK OF MONTREAL /CAN/
Disclosed value leader
FMR LLC
Comparable rows
5/50
Latest evidence
30 Jun 2026
13F
13D/G
3/4/5
Lead comparable stake: 6.4%
45 rows are not safely comparable across share classes.
13D/G row: BANK OF MONTREAL /CAN/
Showing 1-8 of 50 holder rows.
Quick read
BANK OF MONTREAL /CAN/ leads the comparable SEC ownership view at 6.4%.
5 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 BANK OF MONTREAL /CAN/'s linked filing trail.
Comparable ownership
Top 5
BANK OF MONTREAL /CAN/
6.4%
FMR LLC
5.8%
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 |
|---|---|---|---|---|---|
| BANK OF MONTREAL /CAN/ |
13F
13D/G
Company · Bank of Montreal
|
6.4%
Reported 13D/G
· 31 Mar 2026
|
$110,795,434
3,453,723 shares
|
— | 30 Jun 2026 |
| FMR LLC |
13F
13D/G
Company
|
5.8%
Reported 13D/G
· 30 Sep 2026
|
$258,156,807
8,047,282 shares
|
— | 30 Jun 2026 |
| Winn David Randall |
13D/G
22C Capital LLC
|
5.2%
Reported 13D/G
· 01 May 2025
|
$186,276,683
2,804,527 shares
|
$0 | 01 May 2025 |
| Durable Capital Partners LP |
13D/G
|
3%
Reported 13D/G
· 31 Dec 2025
|
$88,517,999
1,631,969 shares
|
-$124,377,636 | 31 Dec 2025 |
| MORGAN STANLEY |
13F
13D/G
Company
|
3%
Reported 13D/G
· 31 Mar 2026
|
$47,887,007
1,492,737 shares
|
— | 30 Jun 2026 |
| BlackRock, Inc. |
13F
Company
|
—
denominator unverified
|
$159,494,896
4,971,786 shares
|
— | 30 Jun 2026 |
| 22C Capital LLC |
13F
Company
|
—
denominator unverified
|
$102,728,725
3,202,267 shares
|
— | 30 Jun 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13F
Company
|
—
denominator unverified
|
$72,499,741
2,259,967 shares
|
— | 30 Jun 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: -$426,820.
Buys
$457,705
Insiders: 2
Sells
$884,525
Insiders: 1
Net
-$426,820
Shares: -10,409
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 15,835
Shares: 26,244
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 13,775 | 17,956 | $357,774 | $473,913 | -$116,138 |
| 9-12 | 2,060 | 8,288 | $99,931 | $410,612 | -$310,682 |
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
Ware H. Grove
Net 12M change
-$426.82K
Full value: -$426,820 · USD · 12-month changeLatest report
02 Nov 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| 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 | ||
| Sherrill W. Hudson | Director | $3,717,412 | Mixed | 31 Oct 2022 | ||
| Joseph S. DiMartino | Director | $929,542 | Mixed | 05 Jun 2023 | ||
| Benaree Pratt Wiley | Director | $576,721 | -$884,525 | -61% | Mixed | 10 Mar 2026 |
| Brad S. Lakhia | Senior Vice President & CFO | $0 | +$431,650 | Mixed | 02 Nov 2026 | |
| A. Haag Sherman | Director | $0 | Mixed | 02 Nov 2026 | ||
| Rodney A. Young | Director | $0 | +$26,055 | Mixed | 02 Nov 2026 | |
| Michael T. Mangan | Chief Accounting Officer | $0 | Mixed | 02 Nov 2026 | ||
| Michael P. Kouzelos | President, Employee Services | $0 | Mixed | 02 Nov 2026 | ||
| Kathy A. Raffa | Director | $0 | Mixed | 02 Nov 2026 | ||
| Rick L. Burdick | Director | $0 | Mixed | 02 Nov 2026 | ||
| Richard T. Marabito | Director | $0 | Mixed | 02 Nov 2026 | ||
| Gina D. France | Director | $0 | Mixed | 02 Nov 2026 | ||
| Todd J. Slotkin | Director | $0 | Mixed | 02 Nov 2026 | ||
| Jerome P. Grisko Jr. | CEO & President, Director | $0 | Mixed | 02 Nov 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Michael T. Mangan | CBZ | Common Stock | Disposed to Issuer | -100% | -7,633 | 0 | 02 Nov 2026 | Direct | ||
| Brad S. Lakhia | CBZ | Common Stock | Disposed to Issuer | -100% | -141,020 | 0 | 02 Nov 2026 | Direct | ||
| Michael P. Kouzelos | CBZ | Common Stock | Disposed to Issuer | -100% | -389,718 | 0 | 02 Nov 2026 | Direct | ||
| Jerome P. Grisko Jr. | CBZ | Common Stock | Disposed to Issuer | -100% | -62,920 | 0 | 02 Nov 2026 | By spousal trust | ||
| Jerome P. Grisko Jr. | CBZ | Common Stock | Disposed to Issuer | -100% | -127,652 | 0 | 02 Nov 2026 | Direct | ||
| Jerome P. Grisko Jr. | CBZ | Common Stock | Disposed to Issuer | -100% | -345,675 | 0 | 02 Nov 2026 | By SLAT | ||
| Jerome P. Grisko Jr. | CBZ | Common Stock | Disposed to Issuer | -100% | -177,914 | 0 | 02 Nov 2026 | By 2025 SLAT | ||
| Jerome P. Grisko Jr. | CBZ | Common Stock | Disposed to Issuer | -100% | -383,179 | 0 | 02 Nov 2026 | By trust | ||
| Rodney A. Young | CBZ | Common Stock | Disposed to Issuer | -100% | -15,361 | 0 | 02 Nov 2026 | Direct | ||
| Rodney A. Young | CBZ | Stock Option | Disposed to Issuer | -100% | -50,000 | 0 | 02 Nov 2026 | Direct | ||
| Richard T. Marabito | CBZ | Common Stock | Disposed to Issuer | -100% | -18,887 | 0 | 02 Nov 2026 | Direct | ||
| Richard T. Marabito | CBZ | Stock Option | Disposed to Issuer | -100% | -50,000 | 0 | 02 Nov 2026 | Direct | ||
| Todd J. Slotkin | CBZ | Common Stock | Disposed to Issuer | -100% | -57,229 | 0 | 02 Nov 2026 | Direct | ||
| A. Haag Sherman | CBZ | Common Stock | Disposed to Issuer | -100% | -47,771 | 0 | 02 Nov 2026 | Direct | ||
| Kathy A. Raffa | CBZ | Common Stock | Disposed to Issuer | -100% | -8,412 | 0 | 02 Nov 2026 | Direct | ||
| Gina D. France | CBZ | Common Stock | Disposed to Issuer | -100% | -76,086 | 0 | 02 Nov 2026 | Direct | ||
| Rick L. Burdick | CBZ | Common Stock | Disposed to Issuer | -100% | -179,454 | 0 | 02 Nov 2026 | By Limited Partnership | ||
| Rick L. Burdick | CBZ | Common Stock | Disposed to Issuer | -100% | -8,412 | 0 | 02 Nov 2026 | Direct | ||
| Jerome P. Grisko Jr. | CBZ | Common Stock | Gift | -19.3% | -91,400 | 383,179 | 23 Oct 2026 | By trust | ||
| Brad S. Lakhia | CBZ | Common Stock | Tax liability | -3.96% | -5,813 | 141,020 | 17 Sep 2026 | Direct | ||
| A. Haag Sherman | CBZ | Common Stock | Tax liability | -31.9% | -22,354 | 47,771 | 04 Aug 2026 | Direct | ||
| A. Haag Sherman | CBZ | Common Stock | Options Exercise | 248.4% | 50,000 | 70,125 | 04 Aug 2026 | Direct | ||
| A. Haag Sherman | CBZ | Stock Option | Options Exercise | -100% | -50,000 | 0 | 04 Aug 2026 | Direct | ||
| 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 |
* marks a reported price that did not pass the local price check.