As of November 6, 2026, 2 holders' latest Schedule 13D or 13G filings report owning 5% or more of Cbiz Inc. The largest reported stake is Bank of Montreal's, at 6.37%. 12 filings are on record since August 27, 2025 (Schedule 13G, May 13, 2026).
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Key facts
- · Reporting person: Fmr LLC · Sole voting: 3,151,365 · Shared voting: 0 · Sole dispositive: 3,152,007 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-11-05
- · Holder: Fmr LLC · Percent: 8.3% · SCHEDULE 13G/A
- · Reporting person: Capital Research Global Investors · Sole voting: 0 · Shared voting: 0 · Sole dispositive: 0 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-05-14
- · Reporting person: Bank of Montreal · Sole voting: 2,549,917 · Shared voting: 0 · Sole dispositive: 3,508,094 · Shared dispositive: 0 · SCHEDULE 13G, 2026-05-13
- · Reporting person: Morgan Stanley · Sole voting: 0 · Shared voting: 1,397,902 · Sole dispositive: 0 · Shared dispositive: 1,568,842 · SCHEDULE 13G/A, 2026-05-11
Cbiz Inc has 12 Schedule 13D or 13G filings on record since 2025-08-27. 2 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Bank of Montreal | 6.37% | 3,508,094 | SCHEDULE 13G, 2026-05-13 | 2026-03-31 |
| Fmr LLC | 5.8% | 3,152,007 | SCHEDULE 13G/A, 2026-11-05 | 2026-09-30 |
| Durable Capital Partners LP | 3% | 1,631,969 | SCHEDULE 13G/A, 2026-02-17 | 2025-12-31 |
| 3% | 1,641,468 | SCHEDULE 13G/A, 2026-05-11 | 2026-03-31 | |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-26 | 2026-03-13 |
| Capital Research Global Investors | 0% | 0 | SCHEDULE 13G/A, 2026-05-14 | 2026-03-31 |
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More on Cbiz Inc and the records around it.
Cbiz Inc elsewhere on the record
Companies that share a holder
- Durable Capital Partners LP also filed stake reports on 13 other companies: Shift4 Payments, Inc. (Aug 2026), Goosehead Insurance, Inc. (Aug 2026), Colliers International Group Inc. (May 2026)
- Bank of Montreal also filed stake reports on 49 other companies: Akari Therapeutics Plc (Aug 2026), Alarm.com Holdings, Inc. (Aug 2026), North American Construction Group Ltd. (Aug 2026)
- Capital Research Global Investors also filed stake reports on 99 other companies: Royal Caribbean Cruises Ltd. (Oct 2026), Patria Investments Ltd. (Sep 2026), Arxis, Inc. (Aug 2026)
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What the Full Report on Cbiz Inc covers
The Short Answer
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What They Do, And How The Money Works
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The Money: Funding, Valuation, Runway
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Bank of Montreal | 2,549,917 | 0 | 3,508,094 | 0 | SCHEDULE 13G, 2026-05-13 |
| Bank Of Montreal Holding Inc. | 93 | 0 | 93 | 0 | SCHEDULE 13G, 2026-05-13 |
| Bmo Nesbitt Burns Inc. Wealth Management | 0 | 0 | 0 | 0 | SCHEDULE 13G, 2026-05-13 |
| Bmo Nesbitt Burns Inc. | 93 | 0 | 93 | 0 | SCHEDULE 13G, 2026-05-13 |
| Bmo Financial Corp. | 397 | 0 | 2,671 | 0 | SCHEDULE 13G, 2026-05-13 |
| Bmo Capital Markets Corp. | 100 | 0 | 100 | 0 | SCHEDULE 13G, 2026-05-13 |
| Bmo Bank N.A. | 297 | 0 | 301 | 0 | SCHEDULE 13G, 2026-05-13 |
| Bmo Family Office, LLC | 0 | 0 | 2,270 | 0 | SCHEDULE 13G, 2026-05-13 |
| 1001271606 Ontario Inc | 2,549,431 | 0 | 3,505,334 | 0 | SCHEDULE 13G, 2026-05-13 |
| Burgundy Asset Management, Inc. | 2,549,431 | 0 | 3,505,334 | 0 | SCHEDULE 13G, 2026-05-13 |
| Fmr LLC | 3,151,365 | 0 | 3,152,007 | 0 | SCHEDULE 13G/A, 2026-11-05 |
| Abigail P. Johnson | 0 | 0 | 3,152,007 | 0 | SCHEDULE 13G/A, 2026-11-05 |
| Morgan Stanley | 0 | 1,397,902 | 0 | 1,568,842 | SCHEDULE 13G/A, 2026-05-11 |
| Capital Research Global Investors | 0 | 0 | 0 | 0 | SCHEDULE 13G/A, 2026-05-14 |
The latest filing identifies Cbiz Inc by CUSIP 124805102 and gives its principal executive office as 5959 ROCKSIDE WOODS BLVD N., SUITE 600, INDEPENDENCE, OH 44131 (SCHEDULE 13G/A, 2026-11-05).
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-08-27 | Durable Capital Partners LP | 5.5% | SCHEDULE 13G |
| 2025-11-05 | Fmr LLC | 5.6% | SCHEDULE 13G |
| 2025-11-14 | Durable Capital Partners LP | 7.3% | SCHEDULE 13G/A |
| 2026-01-08 | Fmr LLC | 13.1% | SCHEDULE 13G/A |
| 2026-02-17 | Durable Capital Partners LP | 3% | SCHEDULE 13G/A |
| 2026-03-26 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-05-06 | Fmr LLC | 15% | SCHEDULE 13G/A |
| 2026-05-11 | Morgan Stanley | 3% | SCHEDULE 13G/A |
| 2026-05-13 | Bank of Montreal | 6.37% | SCHEDULE 13G |
| 2026-05-14 | Capital Research Global Investors | 0% | SCHEDULE 13G/A |
| 2026-08-07 | Fmr LLC | 8.3% | SCHEDULE 13G/A |
| 2026-11-05 | Fmr LLC | 5.8% | SCHEDULE 13G/A |
Questions about who owns Cbiz Inc
Who owns Cbiz Inc?
On this page, 2 holders' latest ownership filings report 5% or more of Cbiz Inc: Bank of Montreal (6.37%, Schedule 13G, filed 2026-05-13) and Fmr LLC (5.8%, Schedule 13G/A, filed 2026-11-05).
Who are the largest shareholders of Cbiz Inc?
By the share each holder's latest filing reports, the largest holders of Cbiz Inc on this page are Bank of Montreal (6.37%) and Fmr LLC (5.8%).
When did Bank of Montreal buy into Cbiz Inc?
The filings give report dates, not purchase dates. The earliest filing from Bank of Montreal on this page is the Schedule 13G, filed 2026-05-13, reporting 6.37%.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 12 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
Also on the record for Cbiz Inc
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| November 2, 2026 | Acquired by Viking ParentCo, Inc. | — | Acquisition | Source |
| November 2, 2026 | Leadership change filing (Form 8-K, Item 5.02) | — | Leadership changes | Source |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.