CBIZ, Inc. (CBZ) Ownership
CBZ ownership summary
as of October 17, 2026- Institutions
- 93.7% of shares outstanding
- Insiders
- 4.88% of shares outstanding
- Shares outstanding
- 54.9M
- Float
- 48.6M shares available to trade
- Short interest
- 4.06% 2.1M shares short
- Days to cover
- 1.92 short interest up 8.5% vs prior month
- Institutions 93.67%
- Insiders 4.88%
- Other investors 1.45%
CBZ top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | FMR Inc | 14.65% | 8.0M | $440.8M | +536,239 (+7.1%) | June 30, 2026 |
| 2 | BlackRock Inc | 9.05% | 5.0M | $272.4M | +1.2M (+30.4%) | June 30, 2026 |
| 3 | Bank of Montreal | 6.29% | 3.5M | $189.2M | −54,182 (−1.5%) | June 30, 2026 |
| 4 | BMO Capital Markets Corp. | 6.29% | 3.5M | $189.2M | −54,182 (−1.5%) | June 30, 2026 |
| 5 | 22C Capital LLC | 5.83% | 3.2M | $175.4M | — | June 30, 2026 |
| 6 | Vanguard Capital Management, LLC | 4.11% | 2.3M | $123.8M | +113,380 (+5.3%) | June 30, 2026 |
| 7 | Vanguard Portfolio Management, LLC | 4.10% | 2.3M | $123.5M | +180,920 (+8.7%) | June 30, 2026 |
| 8 | Morgan Stanley - Brokerage Accounts | 2.72% | 1.5M | $81.8M | −515,888 (−25.7%) | June 30, 2026 |
| 9 | Geode Capital Management, LLC | 2.29% | 1.3M | $68.9M | +97,978 (+8.5%) | June 30, 2026 |
| 10 | State Street Corp | 2.27% | 1.2M | $68.2M | +92,844 (+8.1%) | June 30, 2026 |
| 11 | P2 Capital Partners, LLC | 2.07% | 1.1M | $62.3M | −3,700 (−0.3%) | June 30, 2026 |
| 12 | BloombergSan Investment Partners | 1.94% | 1.1M | $58.5M | +74,277 (+7.5%) | June 30, 2026 |
| 13 | Royce & Associates, LP | 1.81% | 993K | $54.4M | +166,908 (+20.2%) | June 30, 2026 |
| 14 | Boston Partners Global Investors, Inc | 1.42% | 778K | $42.6M | +217,051 (+38.7%) | June 30, 2026 |
| 15 | Silvercrest Asset Management Group LLC | 1.34% | 736K | $40.3M | +156,723 (+27.0%) | June 30, 2026 |
| 16 | Northern Trust Corp | 1.29% | 711K | $39.0M | −57,835 (−7.5%) | June 30, 2026 |
| 17 | AQR Capital Management LLC | 1.29% | 710K | $38.9M | +463,814 (+188.7%) | June 30, 2026 |
| 18 | Fenimore Asset Management Inc | 1.24% | 682K | $37.3M | −594 (−0.1%) | June 30, 2026 |
| 19 | Charles Schwab Investment Management Inc | 1.21% | 666K | $36.5M | +43,603 (+7.0%) | June 30, 2026 |
| 20 | DG Capital Management, LLC | 1.20% | 660K | $36.2M | +660,000 (0.0%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 13 holders added 4.0M shares and 6 cut 686K.
CBZ top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Fidelity Low-Priced Stock | 3.10% | 1.7M | $93.4M | — | July 31, 2026 |
| 2 | Vanguard MStar Total Stk Mkt Idx Invest | 2.95% | 1.6M | $88.9M | −2,547 (−0.2%) | August 31, 2026 |
| 3 | iShares Russell 2000 ETF | 2.31% | 1.3M | $69.6M | −14,656 (−1.1%) | September 30, 2026 |
| 4 | Vanguard Small Cap Index | 2.13% | 1.2M | $64.2M | −277 (−0.0%) | August 31, 2026 |
| 5 | Fidelity Small Cap Stock | 1.31% | 719K | $39.4M | — | July 31, 2026 |
| 6 | Vanguard MStar Small Cap Growth Indx Inv | 1.22% | 672K | $36.8M | −7,905 (−1.2%) | August 31, 2026 |
| 7 | Fidelity Small Cap Index | 0.98% | 538K | $29.5M | +4,654 (+0.9%) | July 31, 2026 |
| 8 | Royce Small-Cap Total Return Invmt | 0.89% | 487K | $26.7M | +42,962 (+9.7%) | June 30, 2026 |
| 9 | iShares Russell 2000 Value ETF | 0.84% | 461K | $25.2M | +698 (+0.2%) | September 30, 2026 |
| 10 | Strategic Advisers Fidelity US TtlStk | 0.75% | 413K | $22.6M | — | August 31, 2026 |
| 11 | NBI Quebec Growth A | 0.56% | 310K | $17.0M | — | July 10, 2026 |
| 12 | Brunner Ord | 0.55% | 301K | $16.5M | −243,899 (−44.8%) | August 31, 2026 |
| 13 | Fidelity Low-Priced Stock K6 | 0.54% | 298K | $16.3M | — | July 31, 2026 |
| 14 | Vanguard Russell 2000 ETF | 0.51% | 283K | $15.5M | +6,966 (+2.5%) | August 31, 2026 |
| 15 | Fidelity SAI Merger Arbitrage | 0.48% | 264K | $14.5M | +264,270 (0.0%) | August 31, 2026 |
| 16 | Schwab US Small-Cap ETF™ | 0.47% | 257K | $14.1M | +171 (+0.1%) | September 30, 2026 |
| 17 | Fidelity Extended Market Index | 0.43% | 238K | $13.0M | −4,194 (−1.7%) | August 31, 2026 |
| 18 | Royce Small-Cap Trust | 0.43% | 236K | $12.9M | +48,373 (+25.8%) | June 30, 2026 |
| 19 | BlackRock Advantage Small Cap Core Instl | 0.42% | 232K | $12.7M | +14,833 (+6.8%) | August 31, 2026 |
| 20 | Fidelity Series Intrinsic Opps | 0.42% | 231K | $12.6M | — | July 31, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
CBZ insider transactions
latest 5| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2026-03-13 | Brad S Lakhia | Buy | $25.97 | 12,775 | $331,767 |
| 2026-03-05 | Josh Gottheimer | Sell | $29.12 | — | — |
| 2025-12-02 | Benaree Pratt Wiley | Sell | $49.54 | 8,288 | $410,588 |
| 2025-11-26 | Brad S Lakhia | Buy | $48.51 | 2,060 | $99,931 |
| 2025-08-08 | Rodney A Young | Buy | $62.43 | 2,000 | $124,860 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
CBZ shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns CBZ
Institutional investors own 93.7% of CBIZ's shares and insiders 4.88%. The largest holder is FMR Inc with 14.65% of the shares (8.0M), as of June 30, 2026. Among the top 20 institutions, 13 added shares and 6 reduced their stake in the latest filings. Short interest is 4.06% of the float, or 1.92 days of average trading volume. The share count rose 27.8% since 2014.
Related: CBZ analyst forecast, CBZ key metrics. See the CBZ stock overview for the latest quote and news.
CBZ ownership FAQ
Who owns the most CBIZ stock?
The largest shareholders of CBIZ are FMR Inc (14.65%), BlackRock Inc (9.05%), Bank of Montreal (6.29%), BMO Capital Markets Corp. (6.29%), 22C Capital LLC (5.83%).
What percentage of CBIZ is owned by institutions?
Institutions hold 93.7% of CBIZ's shares outstanding; insiders hold 4.88%.
Which funds own CBIZ?
The largest fund holders of CBIZ are Fidelity Low-Priced Stock (3.10%), Vanguard MStar Total Stk Mkt Idx Invest (2.95%), iShares Russell 2000 ETF (2.31%), Vanguard Small Cap Index (2.13%), Fidelity Small Cap Stock (1.31%).
What is CBIZ's short interest?
2.1M shares of CBIZ were sold short, 4.06% of the float; at the average daily volume it would take 1.92 days to cover.
Are insiders buying or selling CBIZ?
Of the latest 5 reported insider transactions in CBIZ (since August 8, 2025), 3 were purchases and 2 were sales.
How many shares of CBIZ are outstanding?
CBIZ has 54.9M shares outstanding, of which 48.6M are in the public float.