$CBZ

$54.85 -$0.09 (0.16%) Close

$CBZ Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 54.3M shares outstanding

Who owns CBZ?

By type of holder

Institutions 94.2% Insiders 5.8% Everyone else 0.0%

Concentration Top 10 holders own 101.6%

Wiley Benaree Pratt 38.3% · FMR LLC 14.8%

Institutional ownership

94.2%

-2.3 pts vs last qtr

Institutional holders

260

-4 vs last qtr

Net shares bought

−1.2M

by institutions in Q2 2026

New / sold out

45 / 49

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

BlackRock, Inc. +1.2M
DG Capital Management, LLC NEW +660.0K

Biggest sellers in Q2 2026

Sunriver Management LLC SOLD OUT −968.6K
Alliancebernstein L.P. −850.2K

Who is planning to sell?

Notices of proposed sale, last 12 months

$926K

2 notices from 2 people

Shares covered

26.2K

0.05% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Benaree Wiley Director $524K
Wiley Benaree Pratt Director $403K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+18.1%

+1.87% a year

Each share's claim on the business

−15.4%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$575M vs $94.3M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years62% 3–5 years6% 1–3 years7% Under 1 year25%

Quarterly turnover

15.2%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting CBZ on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
F FMR LLC	8.0M	14.83%	+536.2K (+7.1%)	≤2021	0.0%
Shares held by quarter Peak holding8.0M (Q2'26) Change over 8 quarters+7.5M Share of the company14.830% FMR LLC's full portfolio →
B BlackRock, Inc.	5.0M	9.16%	+1.2M (+30.4%)	≤2021	0.0%
Shares held by quarter Peak holding5.0M (Q2'26) Change over 8 quarters+1.3M Share of the company9.160% BlackRock, Inc.'s full portfolio →

FMR LLC

8.0M

% of company

14.83%

Change vs last qtr

+536.2K (+7.1%)

Held since

≤2021

BlackRock, Inc.

5.0M

% of company

9.16%

Change vs last qtr

+1.2M (+30.4%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding CBIZ, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting CBZ on Form N-PORT; together they hold 37.7% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
FL Fidelity Low-Priced Stock Fund Fidelity Puritan Trust	$93.9M	1.7M	3.14%	0.38%	July 31, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$52M	1.6M	2.98%	0.00%	June 30, 2026

Fidelity Low-Priced Stock Fund

Fidelity Puritan Trust

Position value

$93.9M

% of company

3.14%

% of the fund

0.38%

As of

July 31, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$52M

% of company

2.98%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding CBIZ, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
WB Wiley Benaree Pratt Insider	20.8M	38.30%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company38.300% Wiley Benaree Pratt's insider activity →
MM Mangan Michael T. Insider	7.4M	13.70%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company13.700% Mangan Michael T.'s insider activity →

Wiley Benaree Pratt

Insider

20.8M

% of company

38.30%

Change vs last qtr

—

Held since

—

Mangan Michael T.

Insider

7.4M

% of company

13.70%

Change vs last qtr

—

Held since

—

10 more holders behind a free account

See every insider and 5%+ holder of CBIZ, Inc..

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