CBZ CBIZ, Inc.: institutional ownership and insider trading
284 funds reported holding $2.04B of CBIZ, Inc. in their latest 13F filings; in Q2 2026 funds net sold $31.0M, with 40 new positions and 44 funds selling out; over the last 12 months insiders bought $458K and sold $884K on the open market.
CBZ revenue and earnings
- Quarter ended Jun 30, 2026: revenue $682M, net income $18.6M, EPS 0.31
- Quarter ended Mar 31, 2026: revenue n/a, net income $153M, EPS 2.49
- Quarter ended Sep 30, 2025: revenue $694M, net income $30.1M, EPS 0.48
- Quarter ended Jun 30, 2025: revenue $683M, net income $41.9M, EPS 0.66
Famous investors holding CBZ
- Two Sigma (Two Sigma Investments): $4.44M, 0.0% of the portfolio
- D. E. Shaw (D. E. Shaw & Co.): $3.60M, 0.0% of the portfolio
- Ken Griffin (Citadel Advisors): $3.44M, 0.0% of the portfolio
- Ray Dalio (Bridgewater Associates): $356K, 0.0% of the portfolio
Largest institutional holders of CBZ
- FMR LLC — $258M
- VANGUARD GROUP INC — $244M
- BlackRock, Inc. (BLK) — $159M
- Burgundy Asset Management Ltd. — $149M
- BANK OF MONTREAL /CAN/ (BMO, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD, GDXU, JETD) — $111M
- 22C Capital LLC — $103M
- VANGUARD CAPITAL MANAGEMENT LLC — $72.5M
- VANGUARD PORTFOLIO MANAGEMENT LLC — $72.3M
- MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $47.9M
- GEODE CAPITAL MANAGEMENT, LLC — $40.3M
Recent CBZ insider trades
- Mar 13, 2026: Lakhia Brad S. bought 12,775 shares ($332K)
- Mar 13, 2026: Young Rodney A bought 1,000 shares ($26.1K)
- Mar 10, 2026: Wiley Benaree Pratt sold 17,956 shares ($474K)
- Dec 2, 2025: Wiley Benaree Pratt sold 8,288 shares ($411K)
Members of Congress trading CBZ
- Jun 30, 2026: Gilbert Ray Cisneros, Jr. sold $1.00K–$15.0K
- Apr 6, 2026: Josh Gottheimer bought $1.00K–$15.0K
- Mar 5, 2026: Josh Gottheimer sold $1.00K–$15.0K
- Apr 9, 2025: Josh Gottheimer sold part of $1.00K–$15.0K
- Mar 24, 2025: Gilbert Ray Cisneros, Jr. bought $1.00K–$15.0K
- Mar 7, 2024: Josh Gottheimer sold part of $1.00K–$15.0K
5%+ owners
- FMR LLC: 8.3% (Schedule 13G/A, filed Aug 7, 2026)
- Bank of Montreal: 6.4% (Schedule 13G, filed May 13, 2026)