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CBZ Insider Trading

Insider Ownership Percentage: 4.10%
Insider Buying (Last 12 Months): $556,557.35
Insider Selling (Last 12 Months): $410,587.52

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: $30.90
Price Change: ▼ Price Decrease of -0.773 (-2.44%)
As of 05/8/2026 03:59 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
3/13/2026Brad S LakhiaCFOBuy12,775$25.97$331,766.75148,480View SEC Filing Icon  
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  
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
5/8/2026PNC Financial Services Group Inc.4,540$0.12M0.0%+10.5%0.008%Search for SEC Filing on Google Icon
5/7/2026WCM Investment Management LLC183,268$4.95M0.0%-33.3%0.342%Search for SEC Filing on Google Icon
5/7/2026Dimensional Fund Advisors LP546,850$14.68M0.0%-7.3%1.019%Search for SEC Filing on Google Icon
5/7/2026Swiss National Bank96,800$2.60M0.0%+1.0%0.180%Search for SEC Filing on Google Icon
5/6/2026GatePass Capital LLC98,163$2.64M1.2%N/A0.183%Search for SEC Filing on Google Icon
5/6/2026Allspring Global Investments Holdings LLC173,726$4.59M0.0%-82.2%0.324%Search for SEC Filing on Google Icon
5/6/2026Helium Advisors LLC9,800$0.26M0.3%-33.8%0.018%Search for SEC Filing on Google Icon
5/5/2026Bank of New York Mellon Corp166,787$4.48M0.0%+17.8%0.304%Search for SEC Filing on Google Icon
5/4/2026Bleakley Financial Group LLC13,354$0.36M0.0%N/A0.024%Search for SEC Filing on Google Icon
5/4/2026Teachers Retirement System of The State of Kentucky28,887$0.78M0.0%-40.3%0.053%Search for SEC Filing on Google Icon
4/28/2026Montrusco Bolton Investments Inc.340,021$9.13M0.1%+15.2%0.620%Search for SEC Filing on Google Icon
4/28/2026Praxis Investment Management Inc.7,686$0.21M0.0%N/A0.014%Search for SEC Filing on Google Icon
4/27/2026Elevation Point Wealth Partners LLC34,757$0.93M0.0%-19.3%0.063%Search for SEC Filing on Google Icon
4/23/2026Inspire Investing LLC19,204$0.52M0.0%+108.0%0.035%Search for SEC Filing on Google Icon
4/20/2026Assenagon Asset Management S.A.22,483$0.60M0.0%-1.7%0.041%Search for SEC Filing on Google Icon
4/18/2026HHM Wealth Advisors LLC4,000$0.11M0.0%N/A0.007%Search for SEC Filing on Google Icon
4/16/2026SG Americas Securities LLC115,579$3.10M0.0%-83.6%0.211%Search for SEC Filing on Google Icon
3/9/2026Corient Private Wealth LLC6,368$0.32M0.0%+6.9%0.012%Search for SEC Filing on Google Icon
2/19/2026Invesco Ltd.90,578$4.57M0.0%-84.4%0.167%Search for SEC Filing on Google Icon
2/19/2026Corient Private Wealth LLC6,368$0.32M0.0%+6.9%0.012%Search for SEC Filing on Google Icon
2/18/2026Mercer Global Advisors Inc. ADV8,791$0.44M0.0%+26.2%0.016%Search for SEC Filing on Google Icon
2/18/2026XTX Topco Ltd53,361$2.69M0.1%+694.2%0.098%Search for SEC Filing on Google Icon
2/18/2026Voloridge Investment Management LLC35,584$1.80M0.0%-9.5%0.065%Search for SEC Filing on Google Icon
2/18/2026Wellington Management Group LLP440,510$22.22M0.0%+21.4%0.810%Search for SEC Filing on Google Icon
2/18/2026Twinbeech Capital LP27,466$1.39M0.1%N/A0.050%Search for SEC Filing on Google Icon
2/18/2026Numerai GP LLC28,647$1.45M0.2%N/A0.053%Search for SEC Filing on Google Icon
2/18/2026Occudo Quantitative Strategies LP5,603$0.28M0.0%-58.1%0.010%Search for SEC Filing on Google Icon
2/18/2026Millennium Management LLC31,605$1.59M0.0%-68.9%0.058%Search for SEC Filing on Google Icon
2/18/2026Inspire Investing LLC9,234$0.47M0.0%+7.5%0.017%Search for SEC Filing on Google Icon
2/18/2026Janus Henderson Group PLC910,713$45.95M0.0%-4.0%1.674%Search for SEC Filing on Google Icon
2/18/2026Engineers Gate Manager LP23,442$1.18M0.0%-19.4%0.043%Search for SEC Filing on Google Icon
2/18/2026Clearline Capital LP23,586$1.19M0.1%N/A0.043%Search for SEC Filing on Google Icon
2/18/2026Balyasny Asset Management L.P.20,178$1.02M0.0%N/A0.037%Search for SEC Filing on Google Icon
2/18/202622C Capital LLC3,202,267$161.55M100.0%N/A5.887%Search for SEC Filing on Google Icon
2/17/2026AQR Capital Management LLC12,707$0.64M0.0%+90.7%0.023%Search for SEC Filing on Google Icon
2/17/2026Jain Global LLC7,563$0.38M0.0%N/A0.014%Search for SEC Filing on Google Icon
2/17/2026Price T Rowe Associates Inc. MD48,606$2.45M0.0%+6.0%0.089%Search for SEC Filing on Google Icon
2/17/2026Public Employees Retirement System of Ohio139,607$7.04M0.0%+4.7%0.257%Search for SEC Filing on Google Icon
2/17/2026California State Teachers Retirement System46,325$2.34M0.0%-5.2%0.085%Search for SEC Filing on Google Icon
2/17/2026Russell Investments Group Ltd.166,975$8.42M0.0%+170.8%0.307%Search for SEC Filing on Google Icon
2/17/2026Kemnay Advisory Services Inc.1,400$71K0.0%N/A0.003%Search for SEC Filing on Google Icon
2/17/2026ExodusPoint Capital Management LP99,301$5.01M0.0%+241.9%0.183%Search for SEC Filing on Google Icon
2/17/2026P2 Capital Partners LLC1,773,391$89.47M22.9%+3.3%3.260%Search for SEC Filing on Google Icon
2/17/2026Blair William & Co. IL149,356$7.54M0.0%-57.7%0.275%Search for SEC Filing on Google Icon
2/17/2026Royal Bank of Canada348,798$17.60M0.0%-38.8%0.641%Search for SEC Filing on Google Icon
2/17/2026Magnetar Financial LLC66,761$3.37M0.0%N/A0.123%Search for SEC Filing on Google Icon
2/17/2026Cynosure Group LLC19,015$0.96M0.0%+95.4%0.035%Search for SEC Filing on Google Icon
2/16/2026Verition Fund Management LLC26,645$1.34M0.0%-45.2%0.049%Search for SEC Filing on Google Icon
2/16/2026Public Employees Retirement Association of Colorado157,838$7.96M0.0%-31.0%0.290%Search for SEC Filing on Google Icon
2/16/2026Barclays PLC94,163$4.75M0.0%+4.5%0.173%Search for SEC Filing on Google Icon
2/16/2026Basswood Capital Management L.L.C.183,591$9.26M0.4%-3.9%0.337%Search for SEC Filing on Google Icon
2/16/2026Bridge City Capital LLC90,689$4.58M1.3%-10.6%0.167%Search for SEC Filing on Google Icon
2/13/2026Marshall Wace LLP39,093$1.97M0.0%-13.2%0.072%Search for SEC Filing on Google Icon
2/13/2026The Manufacturers Life Insurance Company 23,914$1.21M0.0%-4.1%0.044%Search for SEC Filing on Google Icon
2/13/2026CANADA LIFE ASSURANCE Co5,820$0.29M0.0%-73.3%0.011%Search for SEC Filing on Google Icon
2/13/2026Sunriver Management LLC989,349$49.91M5.2%+65.8%1.819%Search for SEC Filing on Google Icon
2/13/2026Stifel Financial Corp104,259$5.26M0.0%+480.2%0.192%Search for SEC Filing on Google Icon
2/13/2026Morgan Stanley3,251,355$164.03M0.0%-4.4%5.977%Search for SEC Filing on Google Icon
2/13/2026First Trust Advisors LP18,528$0.94M0.0%+66.8%0.034%Search for SEC Filing on Google Icon
2/13/2026Charles Schwab Investment Management Inc.535,293$27.01M0.0%+2.0%0.984%Search for SEC Filing on Google Icon
2/13/2026Police & Firemen s Retirement System of New Jersey13,094$0.66M0.0%-5.9%0.024%Search for SEC Filing on Google Icon
2/13/2026State Street Corp1,148,890$57.96M0.0%-0.5%2.112%Search for SEC Filing on Google Icon
2/13/2026First National Bank of Omaha5,966$0.31M0.0%N/A0.011%Search for SEC Filing on Google Icon
2/13/2026Dynamic Technology Lab Private Ltd8,465$0.43M0.1%N/A0.016%Search for SEC Filing on Google Icon
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC111,677$5.63M0.0%+8.0%0.205%Search for SEC Filing on Google Icon
2/13/2026Wells Fargo & Company MN71,128$3.59M0.0%+44.0%0.131%Search for SEC Filing on Google Icon
2/12/2026Laurel Oak Wealth Management LLC4,217$0.21M0.0%N/A0.008%Search for SEC Filing on Google Icon
2/12/2026Jane Street Group LLC29,677$1.50M0.0%-86.6%0.055%Search for SEC Filing on Google Icon
2/12/2026MetLife Investment Management LLC27,788$1.40M0.0%-3.3%0.051%Search for SEC Filing on Google Icon
2/12/2026Helium Advisors LLC14,800$0.75M0.8%+68.2%0.027%Search for SEC Filing on Google Icon
2/12/2026Commonwealth Equity Services LLC18,965$0.96M0.0%+3.2%0.035%Search for SEC Filing on Google Icon
2/12/2026Dimensional Fund Advisors LP589,683$29.75M0.0%-4.0%1.084%Search for SEC Filing on Google Icon
2/12/2026Ensign Peak Advisors Inc3,948$0.20M0.0%-69.6%0.007%Search for SEC Filing on Google Icon
2/12/2026Elevation Point Wealth Partners LLC43,074$2.17M0.1%N/A0.079%Search for SEC Filing on Google Icon
2/12/2026Waters Parkerson & CO. LLC437,246$22.06M1.1%+5.5%0.804%Search for SEC Filing on Google Icon
2/12/2026New York State Common Retirement Fund86,273$4.35M0.0%+9.2%0.159%Search for SEC Filing on Google Icon
2/12/2026Granite Investment Partners LLC302,969$15.29M0.9%+2.3%0.557%Search for SEC Filing on Google Icon
2/12/2026Campbell & CO Investment Adviser LLC76,173$3.84M0.2%+234.9%0.140%Search for SEC Filing on Google Icon
2/12/2026Geneva Capital Management LLC399,627$20.16M0.4%-7.7%0.735%Search for SEC Filing on Google Icon
2/12/2026Bank of Montreal Can2,251,649$113.60M0.0%N/A4.139%Search for SEC Filing on Google Icon
2/12/2026Swiss National Bank95,800$4.83M0.0%+0.9%0.176%Search for SEC Filing on Google Icon
2/12/2026Great Lakes Advisors LLC39,432$1.99M0.0%+2.8%0.072%Search for SEC Filing on Google Icon
2/12/2026Nuveen LLC113,340$5.72M0.0%-2.0%0.208%Search for SEC Filing on Google Icon
2/11/2026Zions Bancorporation National Association UT19,690$0.99M0.0%-11.6%0.036%Search for SEC Filing on Google Icon
2/11/2026Deutsche Bank AG251,624$12.69M0.0%+4.1%0.463%Search for SEC Filing on Google Icon
2/11/2026GW&K Investment Management LLC779,033$39.30M0.3%+2.9%1.432%Search for SEC Filing on Google Icon
2/11/2026Fox Run Management L.L.C.12,269$0.62M0.1%N/A0.023%Search for SEC Filing on Google Icon
2/11/2026Cerity Partners LLC7,118$0.36M0.0%-76.0%0.013%Search for SEC Filing on Google Icon
2/11/2026LPL Financial LLC37,722$1.90M0.0%-9.5%0.069%Search for SEC Filing on Google Icon
2/11/2026Franklin Resources Inc.21,954$1.11M0.0%+248.4%0.040%Search for SEC Filing on Google Icon
2/11/2026CenterBook Partners LP31,849$1.61M0.1%-67.6%0.059%Search for SEC Filing on Google Icon
2/11/2026Capital World Investors919,902$46.41M0.0%0.0%1.691%Search for SEC Filing on Google Icon
2/11/2026Capital Research Global Investors2,914,541$147.04M0.0%-0.2%5.358%Search for SEC Filing on Google Icon
2/11/2026Invst LLC5,829$0.29M0.0%N/A0.011%Search for SEC Filing on Google Icon
2/11/2026Neumeier Poma Investment Counsel LLC101,585$5.13M0.4%-1.4%0.187%Search for SEC Filing on Google Icon
2/11/2026State of Wyoming508$26K0.0%-78.1%0.001%Search for SEC Filing on Google Icon
2/10/2026Bancreek Capital Management LP9,647$0.49M2.0%-86.5%0.018%Search for SEC Filing on Google Icon
2/10/2026Anchor Capital Advisors LLC19,632$0.99M0.0%N/A0.036%Search for SEC Filing on Google Icon
2/10/2026Goldman Sachs Group Inc.635,434$32.06M0.0%+106.1%1.168%Search for SEC Filing on Google Icon
2/10/2026Mawer Investment Management Ltd.97,223$4.91M0.0%-24.0%0.179%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: $30.90
Low: $30.48
High: $31.43

50 Day Range

MA: $28.45
Low: $25.12
High: $33.24

52 Week Range

Now: $30.90
Low: $24.29
High: $77.91

Volume

560,365 shs

Average Volume

1,044,734 shs

Market Capitalization

$1.66 billion

P/E Ratio

12.41

Dividend Yield

N/A

Beta

0.97

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

CBIZ's top insider shareholders include:
  1. Jerome P Grisko (CEO)
  2. Jerome P Grisko (COO)
  3. Steven L Gerard (Director)
  4. Steven L Gerard (CEO)
  5. Michael P Kouzelos (Insider)
  6. Ware H Grove (Insider)
  7. Ware Grove (CFO)
  8. Ware H Grove (Insider)
  9. Ware Grove (Director)
  10. Chris Spurio (Insider)
Learn More about top insider investors at CBIZ.

Who are the major institutional investors of CBIZ?

CBIZ's top institutional investors include:
  1. Dimensional Fund Advisors LP — 1.02%
  2. Montrusco Bolton Investments Inc. — 0.62%
  3. WCM Investment Management LLC — 0.34%
  4. Allspring Global Investments Holdings LLC — 0.32%
  5. Bank of New York Mellon Corp — 0.30%
  6. SG Americas Securities LLC — 0.21%
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. Allspring Global Investments Holdings LLC
  2. SG Americas Securities LLC
  3. WCM Investment Management LLC
  4. Dimensional Fund Advisors LP
  5. Teachers Retirement System of The State of Kentucky
  6. Elevation Point Wealth Partners LLC
  7. Helium Advisors LLC
  8. Assenagon Asset Management S.A.

Which institutional investors are buying CBIZ stock?

Within the last quarter, CBZ stock was bought by institutional investors including:
  1. GatePass Capital LLC
  2. Montrusco Bolton Investments Inc.
  3. Bank of New York Mellon Corp
  4. Bleakley Financial Group LLC
  5. Inspire Investing LLC
  6. Praxis Investment Management Inc.
  7. HHM Wealth Advisors LLC
  8. Swiss National Bank
Within the previous year, these company insiders have bought CBIZ stock:
  1. Brad S Lakhia (CFO)
  2. Rodney A Young (Director)
Learn More investors buying CBIZ stock.

CBIZ Active Insiders

Jerome P Grisko
Jerome P Grisko (Age 63)
CEO
Brad S Lakhia
Brad S Lakhia (Age 54)
CFO
2 recent trades
Benaree Pratt Wiley
Benaree Pratt Wiley
Director
1 recent trades
Steven L Gerard
Steven L Gerard
Director
Joseph S Dimartino
Director
Rodney A Young
Rodney A Young
Director
Chris Spurio
Chris Spurio (Age 59)
Insider
Michael P Kouzelos
Michael P Kouzelos (Age 57)
Insider
Ware H Grove
Ware H Grove (Age 75)
Insider