CBIZ, Inc.
Total Trades
54
Buys
2
Sells
32
Largest Trade
$1M+
Insiders
10
Institutional Funds
211
Inst. Value
$1M+
Activist Filings
20
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| Kouzelos Michael P | President | EXERCISE | $100K–$500K | 15K | $15.55 | Mar 8, 2022 |
| Kouzelos Michael P | President | SELL | $500K+ | 15K | $39.08 | Mar 8, 2022 |
| GRISKO JEROME P | CEO & President | SELL | $100K–$500K | 8K | $37.58 | Feb 25, 2022 |
| GRISKO JEROME P | CEO & President | EXERCISE | $100K–$500K | 13K | $10.35 | Feb 25, 2022 |
Institutional Ownership
13F filings as of Dec 31, 2025 · 211 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| Capital Research Global Investors | 2.9M | $1M+ | SH |
| Durable Capital Partners LP | 1.6M | $1M+ | SH |
| STATE STREET CORP | 1.1M | $1M+ | SH |
| BloombergSen Inc. | 1.0M | $1M+ | SH |
| Sunriver Management LLC | 989K | $1M+ | SH |
| GEODE CAPITAL MANAGEMENT, LLC | 987K | $1M+ | SH |
| Capital World Investors | 920K | $1M+ | SH |
| SG Americas Securities, LLC | 707K | $1M+ | SH |
| ROYCE & ASSOCIATES LP | 659K | $1M+ | SH |
| Premier Fund Managers Ltd | 615K | $1M+ | SH |
| Handelsbanken Fonder AB | 562K | $1M+ | SH |
| DIMENSIONAL FUND ADVISORS LP | 547K | $1M+ | SH |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 535K | $1M+ | SH |
| FENIMORE ASSET MANAGEMENT INC | 453K | $1M+ | SH |
| WATERS PARKERSON & CO., LLC | 437K | $1M+ | SH |
| Granite Investment Partners, LLC | 303K | $1M+ | SH |
| MONTRUSCO BOLTON INVESTMENTS INC. | 295K | $1M+ | SH |
| WCM INVESTMENT MANAGEMENT, LLC | 275K | $1M+ | SH |
| GENEVA CAPITAL MANAGEMENT LLC | 272K | $1M+ | SH |
| Summit Creek Advisors LLC | 264K | $1M+ | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
SC 13G/A · Jan 8, 2026
13.1%
7.1M shares
SC 13G/A · Nov 14, 2025
7.3%
3.9M shares
SC 13G · Nov 5, 2025
5.6%
3.0M shares
SC 13G · Aug 27, 2025
5.5%
2.9M shares
Capital Research Global Investors
SC 13G/A · May 13, 2025
5.0%
2.7M shares
SC 13G · May 8, 2025
5.2%
2.8M shares
SC 13G/A · Nov 12, 2024
9.3%
4.7M shares
Capital Research Global Investors 95-1411037
SC 13G · Nov 12, 2024
7.8%
3.9M shares
Morgan Stanley I.R.S. # 36-3145972
SC 13G/A · Nov 6, 2024
5.8%
2.9M shares
SC 13G/A · Nov 4, 2024
9.3%
4.7M shares
The Vanguard Group - 23-1945930
SC 13G/A · Feb 13, 2024
5.5%
2.7M shares
Morgan Stanley I.R.S. # 36-3145972
SC 13G/A · Feb 12, 2024
6.9%
3.4M shares
SC 13D/A · Jan 26, 2024
4.8%
2.4M shares
SC 13G/A · Jan 26, 2024
7.1%
3.5M shares
Dimensional Fund Advisors LP 30-0447847
SC 13G/A · Feb 10, 2023
6.9%
3.5M shares
SC 13G/A · Jan 31, 2023
6.5%
3.3M shares
Allspring Global Investments Holdings, LLC (b) Tax ID 36-4863445
SC 13G/A · Jan 12, 2023
3.6%
1.8M shares
Morgan Stanley I.R.S. # 36-3145972
SC 13G/A · Feb 10, 2022
7.9%
4.1M shares
SC 13G/A · Feb 1, 2022
6.6%
3.4M shares
Allspring Global Investments Holdings, LLC (b) Tax ID 36-4863445
SC 13G · Jan 18, 2022
5.5%
2.9M shares