Institutional shares held 47.4 Million
10K calls
0 puts
Total value of holdings $3.47B
$731K calls
$0 puts
Market Cap $3.76B
51,402,000 Shares Out.
Institutional ownership 92.12%
# of Institutions 299


Latest Institutional Activity in CBZ

Top Purchases

Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 53.3K ($3.9M)
Q2 2025
Harbor Capital Advisors, Inc. Shares Held: 104 ($7.61K)
Q1 2025
Wellington Management Group LLP Shares Held: 410K ($30M)
Q1 2025
Nuveen, LLC Shares Held: 310K ($22.7M)
Q1 2025
Artemis Investment Management LLP Shares Held: 632K ($46.2M)

Top Sells

Q2 2025
Pacific Capital Partners LTD Shares Held: 95K ($6.95M)
Q2 2025
Hms Capital Management, LLC Shares Held: 7K ($512K)
Q2 2025
Farther Finance Advisors, LLC Shares Held: 92 ($6.73K)
Q2 2025
Versant Capital Management, Inc Shares Held: 104 ($7.61K)
Q1 2025
Capital Research Global Investors Shares Held: 2.71M ($198M)

About CBZ

CBIZ, Inc. provides financial, insurance, and advisory services in the United States and Canada. The company operates through three segments: Financial Services, Benefits and Insurance Services, and National Practices. The Financial Services segment offers accounting and tax, financial advisory, valuation, risk and advisory, and government healthcare consulting services. The Benefits and Insurance Services provides employee benefits consulting, payroll/human capital management, property and casualty insurance, and retirement and investment services. The National Practices segment offers information technology managed networking and hardware, and health care consulting services. It primarily serves small and medium-sized businesses, as well as individuals, governmental entities, and not-for-profit enterprises. The company was incorporated in 1987 and is headquartered in Cleveland, Ohio.


Insider Transactions at CBZ

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
795K Shares
From 20 Insiders
Grant, award, or other acquisition 187K shares
Exercise of conversion of derivative security 41K shares
Bona fide gift 565K shares
Open market or private purchase 2K shares
Sell / Disposition
648K Shares
From 8 Insiders
Payment of exercise price or tax liability 63.1K shares
Open market or private sale 18.7K shares
Bona fide gift 566K shares

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