CBIZ Inc

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CBIZ Inc
TickerCBZ
CIK #0000944148
CUSIP124805102
SectorTrade & Services - Services-Business Services, Nec
Address6050 Oak Tree Boulevard, South Suite 500, Cleveland, OH 44131
Source [EDGAR]
Reg D Offering (Form D) Filed Raised Terms
CBIZ Inc 2010-10-04 130.0 M Exemption: 506 · Duration: One year or less · Revenue: Over $100,000,000
CIK Filing 2011 - 2026
[0000944148] 10-K
[0000944148] 10-Q
[0000944148] 3
[0000944148] 4
[0000944148] 5
[0000944148] 8-K
[0000944148] SC 13D
[0000944148] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Bank of Montreal /Can/ CBIZ Inc [2026-05-13] 0.0
FMR LLC CBIZ Inc [2025-11-05] 0.0
Winn David Randall CBIZ Inc [2025-05-08] 0.0
Capital Research Global Investors CBIZ Inc [2024-11-12] 7.8
Vanguard Group Inc CBIZ Inc [2023-02-09] 5.13
Allspring Global Investments Holdings LLC CBIZ Inc [2022-01-18] 5.53
Eaton Vance Management CBIZ Inc [2021-02-12] 5.83
P2 Capital Partners LLC CBIZ Inc [2019-09-30] 5.5
First Manhattan Co CBIZ Inc [2017-02-10] 5.14
Skyline Asset Management LP CBIZ Inc [2016-02-16] 4.69
BlackRock Inc CBIZ Inc [2016-01-28] 5.4
Skyline Asset Management LP CBIZ Inc [2015-02-17] 5.9
Silvercrest Asset Management Group Inc CBIZ Inc [2015-02-09] 5.35
BlackRock Inc CBIZ Inc [2015-02-03] 5.2
Whitebox Advisors LLC CBIZ Inc [2014-06-10] 10.91
Cardinal Capital Management LLC /CT CBIZ Inc [2014-02-14] 6.7
Whitebox Advisors LLC CBIZ Inc [2014-02-12] 7.0
Dimensional Fund Advisors LP CBIZ Inc [2014-02-10] 5.44
BlackRock Inc CBIZ Inc [2014-01-28] 5.1
Burgundy Asset Management Ltd CBIZ Inc [2013-11-06] 10.58
First Manhattan Co CBIZ Inc [2013-02-15] 5.44
Sarbit Advisory Services Inc CBIZ Inc [2012-02-14] 6.92
Form 3/4/5 Filer 2011 - 2026
CBIZ Inc
France Gina D
Marabito Richard T
Sherman A HAAG
Raffa Kathy A
Young Rodney A
Slotkin Todd J
Burdick Rick L
Lakhia Brad S
Grisko Jerome P
Wiley Benaree Pratt
Mangan Michael T
Kouzelos Michael P
DeGroote Michael H
Grove Ware H
Spurio Chris
Dimartino Joseph S
Hudson Sherrill W
Gerard Steven L
Weir Donald V
Gleespen Michael W
Marek Kelly
O Byrne Robert
Rochon Richard C
Sibits David J
Westbury Trust
Westbury Bermuda Ltd
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Lakhia Brad S
Common Stock
2026-03-17 Tax withheld 1,647 $26.49 43,629
Young Rodney A
Common Stock
2026-03-13 Buy 1,000 $26.06 26,060
Grisko Jerome P
Common Stock
2026-03-13 Gift 5,429 $0.00
Grisko Jerome P
Common Stock
2026-03-13 Gift 38,595 $0.00
Lakhia Brad S
Common Stock
2026-03-13 Buy 12,775 $25.97 331,767
Grisko Jerome P
Common Stock
2026-03-13 Gift 38,595 $0.00
Grisko Jerome P
Common Stock
2026-03-13 Gift 33,166 $0.00
Grisko Jerome P
Common Stock
2026-03-13 Gift 5,429 $0.00
Grisko Jerome P
Common Stock
2026-03-13 Gift 33,166 $0.00
Wiley Benaree Pratt
Common Stock
2026-03-10 Sell 17,956 $26.39 473,859
Lakhia Brad S
Common Stock
2026-03-06 Grant 28,025 $0.00
Grisko Jerome P
Common Stock
2026-03-06 Grant 85,709 $0.00
Mangan Michael T
Common Stock
2026-03-06 Grant 3,462 $0.00
Kouzelos Michael P
Common Stock
2026-03-06 Grant 21,760 $0.00
Lakhia Brad S
Common Stock
2026-03-06 Grant 65,941 $0.00
Mangan Michael T
Common Stock
2026-02-14 Tax withheld 183 $27.84 5,095
Grisko Jerome P
Common Stock
2026-02-14 Tax withheld 4,510 $27.84 125,558
Kouzelos Michael P
Common Stock
2026-02-14 Tax withheld 1,059 $27.84 29,483
Kouzelos Michael P
Common Stock
2026-02-11 Grant 10,623 $0.00
Kouzelos Michael P
Common Stock
2026-02-11 Tax withheld 4,766 $30.47 145,220
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 263 51,647,307
2025-12-31 264 51,372,765
2025-09-30 263 48,158,713
2025-06-30 278 45,225,430
2025-03-31 291 41,318,949
2024-12-31 282 42,332,202
2024-09-30 286 42,056,612
2024-06-30 277 43,261,657
2024-03-31 271 48,950,393
2023-12-31 260 44,768,725
2023-09-30 244 40,630,718
2023-06-30 234 41,921,433
Form 13F Holdings
Firm Period DFND Voting Shares
Fenimore Asset Management Inc [2026-06-30] SOLE 681,628 681,628
Wealth Enhancement Advisory Services LLC [2026-06-30] SOLE 668 116,044
Chatham Capital Group Inc [2026-06-30] SOLE 59,773 59,773
Handelsbanken Fonder AB [2026-06-30] SOLE 0 13,900
HHM Wealth Advisors LLC [2026-06-30] SOLE 0 7,000
Merit Financial Group LLC [2026-06-30] OTR 0 4,832
Alaska Retirement Management Board [2026-06-30] SOLE 3,540 3,540
Versant Capital Management Inc [2026-06-30] SOLE 3,495 3,495
Curated Wealth Partners LLC [2026-06-30] OTR 0 2,215
Merit Financial Group LLC [2026-06-30] SOLE 16 2,173
Gamma Investing LLC [2026-06-30] DFND 1,916 1,916
Farther Finance Advisors LLC [2026-06-30] SOLE 0 959
Trust Co [2026-06-30] SOLE 500 500
Owl Creek Wealth Partners LLC [2026-06-30] SOLE 0 390
Nvest Wealth Strategies Inc [2026-06-30] SOLE 0 325
True Wealth Design LLC [2026-06-30] SOLE 0 114
IFP Advisors LLC [2026-06-30] SOLE 51 51
Corecap Advisors LLC [2026-06-30] SOLE 0 35
Torren Management LLC [2026-06-30] SOLE 0 24
Hughes Financial Services LLC [2026-06-30] SOLE 8 8
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