CBZ Insider Trading

Insider Ownership Percentage: 4.95%
Insider Buying (Last 12 Months): $224,790.60
Insider Selling (Last 12 Months): $878,828.02

CBIZ Insider Trading History Chart

This chart shows the insider buying and selling history at CBIZ by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

CBIZ Share Price & Price History

Current Price: $38.35
Price Change: Price Increase of +0.14 (0.37%)
As of 02/6/2026 04:59 PM ET

This chart shows the closing price history over time for CBZ up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

CBIZ Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
12/2/2025Benaree Pratt WileyDirectorSell8,288$49.54$410,587.5235,956View SEC Filing Icon  
11/26/2025Brad S LakhiaCFOBuy2,060$48.51$99,930.6040,584View SEC Filing Icon  
8/8/2025Rodney A YoungDirectorBuy2,000$62.43$124,860.008,310View SEC Filing Icon  
3/6/2025Benaree Pratt WileyDirectorSell6,526$71.75$468,240.5041,759View SEC Filing Icon  
11/24/2023Ware H. GroveInsiderSell100$58.10$5,810.00267,575View SEC Filing Icon  
11/22/2023Ware H. GroveInsiderSell6,849$57.99$397,173.51267,675View SEC Filing Icon  
11/7/2023Ware H. GroveInsiderSell1,159$55.23$64,011.57274,524View SEC Filing Icon  
11/3/2023Ware H. GroveInsiderSell3,911$55.21$215,926.31274,524View SEC Filing Icon  
8/3/2023Benaree Pratt WileyDirectorSell7,519$54.01$406,101.1945,252View SEC Filing Icon  
8/2/2023Ware H. GroveInsiderSell20,000$54.55$1,091,000.00274,524View SEC Filing Icon  
6/5/2023Joseph S. DiMartinoDirectorSell5,000$52.35$261,750.0015,999View SEC Filing Icon  
5/19/2023Joseph S. DiMartinoDirectorSell4,873$50.39$245,550.4720,999View SEC Filing Icon  
5/17/2023Joseph S. DiMartinoDirectorSell5,000$50.28$251,400.0025,872View SEC Filing Icon  
5/15/2023Joseph S. DiMartinoDirectorSell10,000$49.82$498,200.0030,872View SEC Filing Icon  
5/1/2023Ware H. GroveInsiderSell1,515$52.85$80,067.75274,524View SEC Filing Icon  
4/28/2023Ware H. GroveInsiderSell18,485$53.04$980,444.40274,524View SEC Filing Icon  
2/27/2023Michael P. KouzelosInsiderSell47,125$51.23$2,414,213.75313,003View SEC Filing Icon  
10/14/2021Michael H DegrooteDirectorSell8,362$34.72$290,328.64124,592View SEC Filing Icon  
See Full Table

SEC Filings (Institutional Ownership Changes) for CBIZ (NYSE:CBZ)

87.44% of CBIZ stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at CBZ by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

CBIZ Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/6/2026Legato Capital Management LLC10,359$0.52M0.0%-48.5%0.019%Search for SEC Filing on Google Icon
2/6/2026BloombergSen Inc.1,028,295$51.88M3.8%-7.2%1.890%Search for SEC Filing on Google Icon
2/6/2026Summit Creek Advisors LLC264,180$13.33M2.1%-7.1%0.486%Search for SEC Filing on Google Icon
2/6/2026PNC Financial Services Group Inc.4,110$0.21M0.0%-14.3%0.008%Search for SEC Filing on Google Icon
2/6/2026Larson Financial Group LLC3,681$0.19M0.0%+8,265.9%0.007%Search for SEC Filing on Google Icon
2/6/2026Handelsbanken Fonder AB562,000$28.35M0.1%-24.8%1.033%Search for SEC Filing on Google Icon
2/6/2026ProShare Advisors LLC9,032$0.46M0.0%+6.9%0.017%Search for SEC Filing on Google Icon
2/6/2026HighTower Advisors LLC31,122$1.57M0.0%-2.4%0.057%Search for SEC Filing on Google Icon
2/4/2026First Eagle Investment Management LLC11,908$0.60M0.0%+267.9%0.022%Search for SEC Filing on Google Icon
2/4/2026Valeo Financial Advisors LLC9,009$0.46M0.0%-38.9%0.017%Search for SEC Filing on Google Icon
2/3/2026Premier Fund Managers Ltd614,524$31.52M1.8%-24.6%1.130%Search for SEC Filing on Google Icon
2/3/2026Equitable Trust Co.16,002$0.81M0.0%+9.1%0.029%Search for SEC Filing on Google Icon
2/2/2026Fenimore Asset Management Inc452,592$22.83M0.5%-0.6%0.832%Search for SEC Filing on Google Icon
2/2/2026Fifth Third Bancorp6,319$0.32M0.0%+24.5%0.012%Search for SEC Filing on Google Icon
1/30/2026State of New Jersey Common Pension Fund D43,051$2.17M0.0%+30.9%0.079%Search for SEC Filing on Google Icon
1/30/2026Torren Management LLC955$48K0.0%N/A0.002%Search for SEC Filing on Google Icon
1/29/2026Comerica Bank5,570$0.28M0.0%-40.8%0.010%Search for SEC Filing on Google Icon
1/29/2026Pictet Asset Management Holding SA8,047$0.41M0.0%+13.8%0.015%Search for SEC Filing on Google Icon
1/29/2026UBS Group AG77,042$3.89M0.0%+0.9%0.142%Search for SEC Filing on Google Icon
1/29/2026Teachers Retirement System of The State of Kentucky48,401$2.44M0.0%+9.7%0.089%Search for SEC Filing on Google Icon
1/29/2026Vanguard Group Inc.4,837,727$244.06M0.0%-1.0%8.893%Search for SEC Filing on Google Icon
1/29/2026Montrusco Bolton Investments Inc.295,121$14.89M0.2%+6.6%0.543%Search for SEC Filing on Google Icon
1/28/2026Arizona State Retirement System13,473$0.68M0.0%-7.0%0.025%Search for SEC Filing on Google Icon
1/28/2026Universal Beteiligungs und Servicegesellschaft mbH10,997$0.56M0.0%+99.3%0.020%Search for SEC Filing on Google Icon
1/26/2026Taylor Frigon Capital Management LLC45,042$2.27M1.1%-1.2%0.083%Search for SEC Filing on Google Icon
1/20/2026Signaturefd LLC617$31K0.0%-32.7%0.001%Search for SEC Filing on Google Icon
1/15/2026Allspring Global Investments Holdings LLC977,046$49.63M0.1%+18.9%1.796%Search for SEC Filing on Google Icon
1/15/2026Pacific Capital Partners Ltd43,750$2.21M2.3%-57.3%0.080%Search for SEC Filing on Google Icon
1/14/2026Yarbrough Capital LLC5,462$0.28M0.0%-29.5%0.010%Search for SEC Filing on Google Icon
1/14/2026Chatham Capital Group Inc.50,877$2.57M0.4%+0.5%0.094%Search for SEC Filing on Google Icon
1/13/2026Mayflower Financial Advisors LLC4,176$0.21M0.0%-10.4%0.008%Search for SEC Filing on Google Icon
1/9/2026SG Americas Securities LLC706,709$35.65M0.0%N/A1.299%Search for SEC Filing on Google Icon
1/9/2026Assenagon Asset Management S.A.22,879$1.15M0.0%+5.9%0.042%Search for SEC Filing on Google Icon
1/8/2026Wealth Enhancement Advisory Services LLC63,483$3.41M0.0%+12.8%0.117%Search for SEC Filing on Google Icon
1/1/2026JPMorgan Chase & Co.522,900$27.69M0.0%-47.0%0.961%Search for SEC Filing on Google Icon
11/21/2025CIBC Bancorp USA Inc.5,268$0.28M0.0%N/A0.010%Search for SEC Filing on Google Icon
11/20/2025Kensington Investment Counsel LLC26,671$1.41M0.6%+38.3%0.049%Search for SEC Filing on Google Icon
11/19/2025Danske Bank A S800$42K0.0%N/A0.001%Search for SEC Filing on Google Icon
11/19/2025Caitong International Asset Management Co. Ltd559$30K0.0%+377.8%0.001%Search for SEC Filing on Google Icon
11/18/2025Apexium Financial LP12,366$0.66M0.0%-6.6%0.023%Search for SEC Filing on Google Icon
11/17/2025Verition Fund Management LLC48,650$2.58M0.0%+583.6%0.089%Search for SEC Filing on Google Icon
11/17/2025Susquehanna International Group LLP61,106$3.24M0.0%-51.4%0.112%Search for SEC Filing on Google Icon
11/17/2025Qube Research & Technologies Ltd102,693$5.44M0.0%+280.2%0.189%Search for SEC Filing on Google Icon
11/17/2025Public Employees Retirement System of Ohio133,384$7.06M0.0%+16.7%0.245%Search for SEC Filing on Google Icon
11/17/2025Northern Trust Corp933,816$49.46M0.0%+4.1%1.717%Search for SEC Filing on Google Icon
11/17/2025Mariner LLC7,814$0.41M0.0%-37.8%0.014%Search for SEC Filing on Google Icon
11/17/2025Mercer Global Advisors Inc. ADV6,966$0.37M0.0%-3.2%0.013%Search for SEC Filing on Google Icon
11/17/2025Millennium Management LLC101,706$5.39M0.0%N/A0.187%Search for SEC Filing on Google Icon
11/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.23,709$1.26M0.0%-19.7%0.044%Search for SEC Filing on Google Icon
11/17/2025Holocene Advisors LP30,402$1.61M0.0%+445.1%0.056%Search for SEC Filing on Google Icon
11/17/2025Focus Partners Wealth4,468$0.24M0.0%N/A0.008%Search for SEC Filing on Google Icon
11/17/2025Citadel Advisors LLC623,060$33M0.0%+253.6%1.145%Search for SEC Filing on Google Icon
11/17/2025Brevan Howard Capital Management LP29,418$1.56M0.0%N/A0.054%Search for SEC Filing on Google Icon
11/17/2025Capula Management Ltd23,744$1.26M0.0%N/A0.044%Search for SEC Filing on Google Icon
11/17/2025Bridgefront Capital LLC7,900$0.42M0.1%+99.1%0.015%Search for SEC Filing on Google Icon
11/17/2025Bank of America Corp DE441,553$23.39M0.0%-2.9%0.812%Search for SEC Filing on Google Icon
11/17/2025Boothbay Fund Management LLC4,261$0.23M0.0%N/A0.008%Search for SEC Filing on Google Icon
11/17/2025Ameriprise Financial Inc.48,819$2.59M0.0%-66.2%0.090%Search for SEC Filing on Google Icon
11/14/2025Schonfeld Strategic Advisors LLC16,805$0.89M0.0%N/A0.031%Search for SEC Filing on Google Icon
11/14/2025Creative Planning18,801$1M0.0%-17.0%0.035%Search for SEC Filing on Google Icon
11/14/2025Durable Capital Partners LP3,925,067$207.87M1.5%N/A7.215%Search for SEC Filing on Google Icon
11/14/2025Raymond James Financial Inc.9,081$0.48M0.0%+392.2%0.017%Search for SEC Filing on Google Icon
11/14/2025Freestone Grove Partners LP9,941$0.53M0.0%+152.4%0.018%Search for SEC Filing on Google Icon
11/14/2025Occudo Quantitative Strategies LP13,364$0.71M0.1%N/A0.025%Search for SEC Filing on Google Icon
11/14/2025Zurcher Kantonalbank Zurich Cantonalbank 9,930$0.53M0.0%+8.4%0.018%Search for SEC Filing on Google Icon
11/14/2025Fiduciary Trust Co5,520$0.29M0.0%+13.1%0.010%Search for SEC Filing on Google Icon
11/14/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC103,394$5.48M0.0%-40.2%0.190%Search for SEC Filing on Google Icon
11/14/2025Squarepoint Ops LLC183,420$9.71M0.0%N/A0.337%Search for SEC Filing on Google Icon
11/14/2025Wellington Management Group LLP362,927$19.22M0.0%-13.0%0.667%Search for SEC Filing on Google Icon
11/14/2025P2 Capital Partners LLC1,716,325$90.90M17.5%-5.0%3.155%Search for SEC Filing on Google Icon
11/14/2025Comerica Bank9,414$0.50M0.0%-2.8%0.017%Search for SEC Filing on Google Icon
11/14/2025Glenmede Investment Management LP8,111$0.43M0.0%+10.9%0.015%Search for SEC Filing on Google Icon
11/13/2025Entropy Technologies LP9,446$0.50M0.0%N/A0.017%Search for SEC Filing on Google Icon
11/13/2025Sunriver Management LLC596,762$31.61M3.4%N/A1.097%Search for SEC Filing on Google Icon
11/13/2025Johnson Financial Group Inc.1,005$53K0.0%N/A0.002%Search for SEC Filing on Google Icon
11/13/2025Invesco Ltd.580,732$30.76M0.0%-3.7%1.068%Search for SEC Filing on Google Icon
11/13/2025Sei Investments Co.30,860$1.63M0.0%+11.5%0.057%Search for SEC Filing on Google Icon
11/13/2025UBS Group AG76,370$4.05M0.0%-70.0%0.140%Search for SEC Filing on Google Icon
11/13/2025Geneva Capital Management LLC432,882$22.93M0.4%-3.8%0.796%Search for SEC Filing on Google Icon
11/13/2025BNP Paribas Financial Markets10,483$0.56M0.0%+83.9%0.019%Search for SEC Filing on Google Icon
11/13/2025Franklin Resources Inc.6,302$0.33M0.0%-94.2%0.012%Search for SEC Filing on Google Icon
11/13/2025Capital Research Global Investors2,921,326$154.71M0.0%-2.2%5.370%Search for SEC Filing on Google Icon
11/13/2025Capital World Investors920,282$48.74M0.0%-42.8%1.692%Search for SEC Filing on Google Icon
11/13/2025Legal & General Group Plc55,516$2.94M0.0%-6.3%0.102%Search for SEC Filing on Google Icon
11/13/2025Swiss National Bank94,900$5.03M0.0%-3.3%0.174%Search for SEC Filing on Google Icon
11/13/2025Russell Investments Group Ltd.61,665$3.27M0.0%-17.4%0.113%Search for SEC Filing on Google Icon
11/13/2025Blair William & Co. IL352,712$18.68M0.0%-18.8%0.648%Search for SEC Filing on Google Icon
11/13/2025First Trust Advisors LP11,107$0.59M0.0%N/A0.020%Search for SEC Filing on Google Icon
11/13/2025Neuberger Berman Group LLC5,580$0.30M0.0%-94.9%0.010%Search for SEC Filing on Google Icon
11/12/2025Barclays PLC90,097$4.77M0.0%-11.9%0.166%Search for SEC Filing on Google Icon
11/12/2025Burgundy Asset Management Ltd.2,315,606$122.63M1.2%-0.2%4.257%Search for SEC Filing on Google Icon
11/12/2025GW&K Investment Management LLC757,430$40.11M0.4%-1.6%1.392%Search for SEC Filing on Google Icon
11/12/2025Dimensional Fund Advisors LP614,232$32.53M0.0%-8.2%1.129%Search for SEC Filing on Google Icon
11/12/2025Legato Capital Management LLC20,116$1.07M0.1%+23.9%0.037%Search for SEC Filing on Google Icon
11/12/2025First Eagle Investment Management LLC3,237$0.17M0.0%N/A0.006%Search for SEC Filing on Google Icon
11/12/2025Teachers Retirement System of The State of Kentucky44,116$2.34M0.0%+27.5%0.081%Search for SEC Filing on Google Icon
11/12/2025Victory Capital Management Inc.31,536$1.67M0.0%-24.3%0.058%Search for SEC Filing on Google Icon
11/12/2025Royce & Associates LP134,702$7.13M0.1%-35.9%0.248%Search for SEC Filing on Google Icon
11/12/2025William Blair Investment Management LLC15,257$0.81M0.0%-95.0%0.028%Search for SEC Filing on Google Icon
11/12/2025Huntington National Bank2,521$0.13M0.0%+13.2%0.005%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
CBIZ logo
CBIZ, Inc. provides financial, insurance, and advisory services in the United States and Canada. It operates through Financial Services, Benefits and Insurance Services, and National Practices segments. 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. The company primarily serves small and medium-sized businesses, as well as individuals, governmental entities, and not-for-profit enterprises. CBIZ, Inc. was incorporated in 1987 and is headquartered in Independence, Ohio.
Read More on CBIZ

Today's Range

Now: $38.35
Low: $37.02
High: $38.57

50 Day Range

MA: $48.81
Low: $36.91
High: $54.71

52 Week Range

Now: $38.35
Low: $35.88
High: $90.13

Volume

876,750 shs

Average Volume

971,164 shs

Market Capitalization

$2.09 billion

P/E Ratio

25.23

Dividend Yield

N/A

Beta

0.92

Who are the company insiders with the largest holdings of CBIZ?

CBIZ's top insider shareholders include:
  1. Benaree Pratt Wiley (Director)
  2. Brad S Lakhia (CFO)
  3. Rodney A Young (Director)
Learn More about top insider investors at CBIZ.

Who are the major institutional investors of CBIZ?

CBIZ's top institutional investors include:
  1. Vanguard Group Inc. — 8.89%
  2. BloombergSen Inc. — 1.89%
  3. Allspring Global Investments Holdings LLC — 1.80%
  4. SG Americas Securities LLC — 1.30%
  5. Premier Fund Managers Ltd — 1.13%
  6. Handelsbanken Fonder AB — 1.03%
Learn More about top institutional investors of CBIZ stock.

Which institutional investors are selling CBIZ stock?

In the previous quarter, CBZ stock was sold by these institutional investors:
  1. Premier Fund Managers Ltd
  2. Handelsbanken Fonder AB
  3. BloombergSen Inc.
  4. Pacific Capital Partners Ltd
  5. Vanguard Group Inc.
  6. Summit Creek Advisors LLC
  7. Legato Capital Management LLC
  8. Valeo Financial Advisors LLC

Which institutional investors are buying CBIZ stock?

Within the last quarter, CBZ stock was bought by institutional investors including:
  1. SG Americas Securities LLC
  2. Allspring Global Investments Holdings LLC
  3. Montrusco Bolton Investments Inc.
  4. State of New Jersey Common Pension Fund D
  5. First Eagle Investment Management LLC
  6. Wealth Enhancement Advisory Services LLC
  7. Universal Beteiligungs und Servicegesellschaft mbH
  8. Teachers Retirement System of The State of Kentucky
Within the previous year, these company insiders have bought CBIZ stock:
  1. Benaree Pratt Wiley (Director)
  2. Brad S Lakhia (CFO)
Learn More investors buying CBIZ stock.