CBIZ, Inc.
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide, operating through a diversified platform that combines accounting, tax, advisory, benefits, insurance, and technology services. The company maintains more than 9,500 team members across more than 140 locations in… From the company’s description.
Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.
What CBIZ, Inc. does
In the company’s own words
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide, operating through a diversified platform that combines accounting, tax, advisory, benefits, insurance, and technology services. The company maintains more than 9,500 team members across more than 140 locations in 23 major markets throughout the United States. CBIZ's website is located at https://www.cbiz.com.
The company operates through three primary practice groups. Financial Services represents the largest segment, generating 83.4 percent of consolidated revenue and encompassing accounting and tax services, financial advisory, national technology solutions, and government health care consulting. Benefits and Insurance Services accounts for 14.9 percent of revenue and provides employee benefit consulting, payroll and human capital management services, property and casualty insurance brokerage, and retirement and investment services. National Practices comprises 1.7 percent of revenue through managed networking and hardware services delivered to a long-standing client relationship.
CBIZ's business model emphasizes recurring revenue with high client retention, new client acquisition, cross-serving opportunities across its service lines, and strategic acquisitions. The company maintains administrative service agreements with independent certified public accounting firms, including CBIZ CPAs, P.C., which provide audit and attest services to clients while CBIZ delivers complementary non-attest professional services. This structure allows CBIZ to navigate regulatory independence requirements while serving a broad and diversified client base ranging from small and middle-market businesses to larger enterprises.
Founded in 1996, CBIZ has pursued growth through strategic acquisitions designed to enter attractive geographic markets, strengthen existing market presence, add service expertise, expand into higher-growth industries, and access top talent. A significant transaction in 2025 involved the acquisition of non-attest business assets from Marcum LLP, substantially expanding the company's service capabilities and client base.
The company's competitive advantages include strong client relationships, comprehensive multi-disciplinary service offerings, deep industry expertise, and the ability to combine national resources with local market delivery. CBIZ emphasizes human capital as its most important asset, maintaining a culture focused on attracting, developing, and retaining skilled professionals through competitive compensation, comprehensive benefits, and continuous learning opportunities.
Company details
- Sector
- Industrials
- Industry
- Business Services
- Headquarters
- INDEPENDENCE, OH
- Fiscal year end
- December
- CIK
- 944148
- SIC
- 7389
Financial performance, year by year
Fiscal 2013–2025 · USDThe full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.
Who owns CBIZ, Inc. — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Largest fund holders · CBIZ, Inc.’s weight in each
Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
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