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CBZ Insider Trading

Insider Ownership Percentage: 4.10%
Insider Buying (Last 12 Months): $431,697.35
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: $54.69
Price Change: ▲ Price Increase of +0.005 (0.01%)
As of 09/22/2026 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  
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
9/9/2026Engineers Gate Manager LP17,180$0.55M0.0%-91.2%0.032%Search for SEC Filing on Google Icon
9/9/2026Integrated Wealth Concepts LLC2,151$69K0.0%N/A0.004%Search for SEC Filing on Google Icon
9/8/2026Allworth Financial LP2,568$82K0.0%+184.7%0.005%Search for SEC Filing on Google Icon
9/8/2026Arizona State Retirement System14,369$0.46M0.0%+6.6%0.026%Search for SEC Filing on Google Icon
9/8/2026Nykredit A S1,720$55K0.0%N/A0.003%Search for SEC Filing on Google Icon
9/4/2026Parkside Financial Bank & Trust1,629$52K0.0%+18.3%0.003%Search for SEC Filing on Google Icon
9/3/2026Cygnus Capital Advisors LLC163,214$5.24M3.5%N/A0.301%Search for SEC Filing on Google Icon
8/27/2026Corient Private Wealth LP167,780$5.38M0.0%+7.4%0.309%Search for SEC Filing on Google Icon
8/26/2026HighTower Advisors LLC30,581$0.98M0.0%+0.7%0.056%Search for SEC Filing on Google Icon
8/22/2026Montgomery Financial Services LLC1,492$48K0.0%N/A0.003%Search for SEC Filing on Google Icon
8/21/2026Nykredit A S1,720$55K0.0%N/A0.003%Search for SEC Filing on Google Icon
8/20/2026Northwestern Mutual Wealth Management Co.852$27K0.0%+1,978.0%0.002%Search for SEC Filing on Google Icon
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC94,392$3.03M0.0%-14.5%0.174%Search for SEC Filing on Google Icon
8/19/2026Hsbc Holdings PLC41,460$1.34M0.0%N/A0.076%Search for SEC Filing on Google Icon
8/18/2026United Capital Financial Advisors LLC15,314$0.49M0.0%N/A0.028%Search for SEC Filing on Google Icon
8/18/2026Public Employees Retirement System of Ohio975$31K0.0%N/A0.002%Search for SEC Filing on Google Icon
8/17/2026Corient Private Wealth LP167,860$5.39M0.0%N/A0.309%Search for SEC Filing on Google Icon
8/17/2026Bank of America Corp DE224,255$7.19M0.0%N/A0.413%Search for SEC Filing on Google Icon
8/17/2026Basswood Capital Management L.L.C.451,259$14.48M0.6%N/A0.832%Search for SEC Filing on Google Icon
8/15/2026Jupiter Topco LLC21,663$0.70M0.0%N/A0.040%Search for SEC Filing on Google Icon
8/14/2026Hsbc Holdings PLC41,460$1.34M0.0%N/A0.076%Search for SEC Filing on Google Icon
8/14/2026Legal & General Group Plc45,973$1.48M0.0%N/A0.085%Search for SEC Filing on Google Icon
8/14/2026The Manufacturers Life Insurance Company24,139$0.77M0.0%N/A0.044%Search for SEC Filing on Google Icon
8/14/2026Algert Global LLC74,865$2.40M0.0%+126.7%0.138%Search for SEC Filing on Google Icon
8/12/2026Elevation Point Wealth Partners LLC23,059$0.74M0.0%N/A0.042%Search for SEC Filing on Google Icon
8/12/2026Northwestern Mutual Wealth Management Co.852$27K0.0%N/A0.002%Search for SEC Filing on Google Icon
8/12/2026Forum Private Client Group LLC8,219$0.26M0.1%N/A0.015%Search for SEC Filing on Google Icon
8/12/2026Callan Family Office LLC18,553$0.60M0.0%N/A0.034%Search for SEC Filing on Google Icon
8/11/2026Allworth Financial LP2,568$82K0.0%N/A0.005%Search for SEC Filing on Google Icon
8/11/2026Vise Technologies Inc.7,177$0.23M0.0%N/A0.013%Search for SEC Filing on Google Icon
8/10/2026Great Lakes Advisors LLC35,586$1.14M0.0%N/A0.066%Search for SEC Filing on Google Icon
8/8/2026Summit Creek Advisors LLC123,551$3.96M1.3%N/A0.228%Search for SEC Filing on Google Icon
8/7/2026Citizens Financial Group Inc. RI19,926$0.64M0.0%N/A0.037%Search for SEC Filing on Google Icon
8/7/2026BlackRock Inc.4,971,786$159.50M0.0%N/A9.163%Search for SEC Filing on Google Icon
8/7/2026Deutsche Bank AG57,708$1.85M0.0%N/A0.106%Search for SEC Filing on Google Icon
8/7/2026Trust Co. of Vermont1,650$53K0.0%N/A0.003%Search for SEC Filing on Google Icon
8/6/2026Dodds Wealth LLC13,542$0.43M0.1%N/A0.025%Search for SEC Filing on Google Icon
8/6/2026Bank of New York Mellon Corp188,621$6.05M0.0%N/A0.352%Search for SEC Filing on Google Icon
8/6/2026GSA Capital Partners LLP6,494$0.21M0.0%N/A0.012%Search for SEC Filing on Google Icon
7/10/2026Handelsbanken Fonder AB13,900$0.45M0.0%-95.0%0.026%Search for SEC Filing on Google Icon
7/7/2026GAMMA Investing LLC1,916$61K0.0%+50.2%0.004%Search for SEC Filing on Google Icon
7/2/2026Versant Capital Management Inc3,495$0.11M0.0%+15.7%0.007%Search for SEC Filing on Google Icon
5/19/2026Bank of America Corp DE430,238$11.55M0.0%-2.7%0.802%Search for SEC Filing on Google Icon
5/19/2026Edgestream Partners L.P.134,491$3.61M0.1%N/A0.251%Search for SEC Filing on Google Icon
5/19/2026Janus Henderson Group PLC21,663$0.58M0.0%-97.6%0.040%Search for SEC Filing on Google Icon
5/18/2026EverSource Wealth Advisors LLC1,512$41K0.0%+667.5%0.003%Search for SEC Filing on Google Icon
5/18/2026California State Teachers Retirement System63,110$1.70M0.0%+36.2%0.118%Search for SEC Filing on Google Icon
5/18/2026Royal Bank of Canada274,198$7.36M0.0%-21.4%0.511%Search for SEC Filing on Google Icon
5/16/2026The Manufacturers Life Insurance Company22,257$0.60M0.0%-6.9%0.041%Search for SEC Filing on Google Icon
5/16/2026Quantinno Capital Management LP175,005$4.70M0.0%+543.8%0.326%Search for SEC Filing on Google Icon
5/15/2026Sunriver Management LLC968,631$26.01M4.4%-2.1%1.805%Search for SEC Filing on Google Icon
5/14/2026Caxton Associates LLP10,278$0.28M0.0%N/A0.019%Search for SEC Filing on Google Icon
5/14/2026Sei Investments Co.32,377$0.87M0.0%-9.9%0.060%Search for SEC Filing on Google Icon
5/13/2026First Trust Advisors LP62,286$1.67M0.0%+236.2%0.116%Search for SEC Filing on Google Icon
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
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: $54.69
Low: $54.66
High: $54.75

50 Day Range

MA: $52.22
Low: $40.20
High: $55.31

52 Week Range

Now: $54.69
Low: $24.29
High: $56.93

Volume

1,324,592 shs

Average Volume

1,069,196 shs

Market Capitalization

$2.97 billion

P/E Ratio

25.55

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. 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. BlackRock Inc. — 9.16%
  2. Basswood Capital Management L.L.C. — 0.83%
  3. Bank of America Corp DE — 0.41%
  4. Bank of New York Mellon Corp — 0.35%
  5. Corient Private Wealth LP — 0.31%
  6. Corient Private Wealth LP — 0.31%
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. Handelsbanken Fonder AB
  2. Engineers Gate Manager LP
  3. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
  4. California State Teachers Retirement System

Which institutional investors are buying CBIZ stock?

Within the last quarter, CBZ stock was bought by institutional investors including:
  1. BlackRock Inc.
  2. Basswood Capital Management L.L.C.
  3. Bank of America Corp DE
  4. Bank of New York Mellon Corp
  5. Corient Private Wealth LP
  6. Cygnus Capital Advisors LLC
  7. Summit Creek Advisors LLC
  8. Deutsche Bank AG
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
Benaree Pratt Wiley
Benaree Pratt Wiley
Director
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