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Compiled from SEC Form N-PX filings and CBIZ INC.’s Form 8-K, filed 2024-05-13 (Item 5.07 on EDGAR). Page generated 02 October 2026.
Explore CBIZ INC. in the interactive database Compare manager voting policies
These tallies are CBIZ INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2024-05-13 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Outcome |
|---|---|---|---|---|---|---|
| Elect Director: Michael H. DeGroote | 35,986,736 | 8,138,134 | 5,375 | -- | 2,687,133 | Majority: yes |
| Elect Director: Gina D. France | 40,640,290 | 3,484,572 | 5,383 | -- | 2,687,133 | Majority: yes |
| Elect Director: A. Haag Sherman | 31,285,040 | 12,839,818 | 5,387 | -- | 2,687,133 | Majority: yes |
| Elect Director: Todd J. Slotkin | 40,671,619 | 3,454,202 | 4,424 | -- | 2,687,133 | Majority: yes |
| Proposal 2: The stockholders ratified the selection by the Audit Committee of the Board of Directors of KPMG LLP as the Company's independent registered public accounting firm for the year ending December 31, 2024. | 45,728,777 | 1,087,120 | 1,481 | -- | -- | Majority: yes |
| Proposal 3: The stockholders approved, on an advisory basis, the compensation of the Company's Named Executive Officers as disclosed in the 2024 proxy statement. | 41,905,163 | 2,206,760 | 18,322 | -- | 2,687,133 | Majority: yes |
Source: CBIZ INC., Form 8-K, filed with the SEC on 2024-05-13 — read the filing on EDGAR.
Each item below shows how the 295 asset managers that disclosed a CBIZ INC. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report.
Combines 14 wordings of this item as funds reported it.
95% Majority: yes · of votes cast
CBIZ INC.’s own tally for this item (“Proposal 3: The stockholders approved, on an advisory basis, the compensation of the Company's Named Executive Officers as disclosed in the 2024 proxy statement.”): 41,905,163 for, 2,206,760 against, per its Form 8-K filed 2024-05-13 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 49,814,000 outstanding shares: 84% for, 4% against (89% of the company cast a for/against vote).
The 289 asset managers below cast 97% of the shares they voted on this item FOR. Fund share totals are not shown for this item: fund-reported shares overlap across filings (an adviser and the funds it manages can each report the same shares), and here their sum exceeds the company's reported shares outstanding.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 3,122,321 | 0 | 0 | 0 | For |
| Capital Group | 3,010,652 | 0 | 0 | 0 | For |
| Vanguard | 2,926,612 | 0 | 0 | 0 | For |
| Capital Research Global Investors | 2,861,139 | 0 | 0 | 0 | For |
| Fidelity | 2,831,340 | 0 | 0 | 0 | For |
| Calvert | 2,703,488 | 0 | 0 | 0 | For |
| Dimensional | 2,007,668 | 0 | 0 | 0 | For |
| Allspring | 1,871,903 | 0 | 0 | 0 | For |
| Neuberger Berman | 1,833,632 | 0 | 0 | 0 | For |
| T. Rowe Price | 1,473,254 | 0 | 0 | 0 | For |
| P2 Capital Partners, LLC | 1,429,011 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 1,054,642 | 0 | 0 | 0 | For |
| Charles Schwab | 1,034,508 | 0 | 0 | 0 | For |
| Select Equity Group, L.P. | 1,027,255 | 0 | 0 | 0 | For |
| Mawer Investment Management Ltd. | 0 | 1,026,028 | 0 | 0 | Against |
| ATLANTA CAPITAL MANAGEMENT CO L L C | 1,000,994 | 6,860 | 0 | 0 | For |
| State Street | 970,542 | 14,526 | 0 | 0 | For |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 952,572 | 31,910 | 0 | 0 | For |
| Northern Trust | 950,427 | 2,415 | 0 | 0 | For |
| Burgundy Asset Management Ltd. | 859,700 | 0 | 0 | 0 | For |
| Premier Fund Managers Ltd | 716,971 | 0 | 0 | 0 | For |
| GW&K Investment Management, LLC | 697,398 | 4,615 | 0 | 0 | For |
| Granite Investment Partners, LLC | 573,432 | 0 | 0 | 0 | For |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 572,390 | 0 | 0 | 0 | For |
| Victory Capital | 561,729 | 1,775 | 0 | 0 | For |
Showing the 25 largest of 289 asset managers. See all 289 in the interactive database.
Combines 4 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
CBIZ INC.’s own tally for this item (“Proposal 2: The stockholders ratified the selection by the Audit Committee of the Board of Directors of KPMG LLP as the Company's independent registered public accounting firm for the year ending December 31, 2024.”): 45,728,777 for, 1,087,120 against, per its Form 8-K filed 2024-05-13 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 49,814,000 outstanding shares: 92% for, 2% against (94% of the company cast a for/against vote).
The 88 asset managers below cast 99.9% of the shares they voted on this item FOR (19,413,956 for, 5,532 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Capital Group | 2,910,412 | 0 | 0 | 0 | For |
| Vanguard | 2,789,909 | 0 | 0 | 0 | For |
| Dimensional | 1,850,476 | 0 | 0 | 0 | For |
| Fidelity | 1,693,598 | 0 | 0 | 0 | For |
| BlackRock | 1,646,433 | 0 | 0 | 0 | For |
| Calvert | 1,340,764 | 0 | 0 | 0 | For |
| Allspring | 777,864 | 0 | 0 | 0 | For |
| Neuberger Berman | 715,249 | 0 | 0 | 0 | For |
| T. Rowe Price | 623,134 | 0 | 0 | 0 | For |
| Charles Schwab | 517,254 | 0 | 0 | 0 | For |
| FENIMORE ASSET MANAGEMENT TRUST | 415,227 | 0 | 0 | 0 | For |
| Waddell & Reed | 365,174 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 270,586 | 0 | 0 | 0 | For |
| OLD WESTBURY FUNDS INC | 233,580 | 0 | 0 | 0 | For |
| TIAA | 232,376 | 0 | 0 | 0 | For |
| Victory Capital | 232,257 | 0 | 0 | 0 | For |
| Brighthouse | 224,165 | 0 | 0 | 0 | For |
| WILLIAM BLAIR FUNDS | 201,670 | 0 | 0 | 0 | For |
| AMG FUNDS | 193,939 | 0 | 0 | 0 | For |
| Invesco | 174,443 | 0 | 0 | 0 | For |
| Equitable | 127,260 | 0 | 0 | 0 | For |
| JPMorgan | 112,513 | 0 | 0 | 0 | For |
| DWS | 107,121 | 0 | 0 | 0 | For |
| Royce | 100,181 | 0 | 0 | 0 | For |
| Goldman Sachs | 91,052 | 0 | 0 | 0 | For |
Showing the 25 largest of 88 asset managers. See all 88 in the interactive database.
Combines 3 wordings of this item as funds reported it.
71% Majority: yes · of votes cast
CBIZ INC.’s own tally for this item (“Elect Director: A. Haag Sherman”): 31,285,040 for, 12,839,818 against, per its Form 8-K filed 2024-05-13 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 49,814,000 outstanding shares: 63% for, 26% against (89% of the company cast a for/against vote).
The 87 asset managers below cast 63% of the shares they voted on this item FOR (12,235,520 for, 7,179,517 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Capital Group | 2,910,412 | 0 | 0 | 0 | For |
| Vanguard | 2,789,909 | 0 | 0 | 0 | For |
| Dimensional | 1,850,476 | 0 | 0 | 0 | For |
| Fidelity | 1,438,857 | 254,741 | 0 | 0 | For |
| BlackRock | 0 | 1,646,433 | 0 | 0 | Against |
| Calvert | 0 | 1,340,764 | 0 | 0 | Against |
| Allspring | 0 | 777,864 | 0 | 0 | Against |
| Neuberger Berman | 0 | 715,249 | 0 | 0 | Against |
| T. Rowe Price | 0 | 623,134 | 0 | 0 | Against |
| Charles Schwab | 0 | 517,254 | 0 | 0 | Against |
| FENIMORE ASSET MANAGEMENT TRUST | 415,227 | 0 | 0 | 0 | For |
| Waddell & Reed | 0 | 365,174 | 0 | 0 | Against |
| Bridge Builder Trust | 257,445 | 13,141 | 0 | 0 | For |
| OLD WESTBURY FUNDS INC | 233,580 | 0 | 0 | 0 | For |
| TIAA | 232,376 | 0 | 0 | 0 | For |
| Victory Capital | 232,257 | 0 | 0 | 0 | For |
| Brighthouse | 19,368 | 204,797 | 0 | 0 | Against |
| WILLIAM BLAIR FUNDS | 201,670 | 0 | 0 | 0 | For |
| AMG FUNDS | 193,939 | 0 | 0 | 0 | For |
| Invesco | 174,443 | 0 | 0 | 0 | For |
| Equitable | 52,036 | 75,224 | 0 | 0 | Against |
| JPMorgan | 112,513 | 0 | 0 | 0 | For |
| DWS | 0 | 107,121 | 0 | 0 | Against |
| Royce | 100,181 | 0 | 0 | 0 | For |
| Goldman Sachs | 91,052 | 0 | 0 | 0 | For |
Showing the 25 largest of 87 asset managers. See all 87 in the interactive database.
Combines 3 wordings of this item as funds reported it.
92% Majority: yes · of votes cast
CBIZ INC.’s own tally for this item (“Elect Director: Gina D. France”): 40,640,290 for, 3,484,572 against, per its Form 8-K filed 2024-05-13 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 49,814,000 outstanding shares: 82% for, 7% against (89% of the company cast a for/against vote).
The 87 asset managers below cast 90% of the shares they voted on this item FOR (17,551,053 for, 1,863,984 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Capital Group | 2,910,412 | 0 | 0 | 0 | For |
| Vanguard | 2,789,909 | 0 | 0 | 0 | For |
| Dimensional | 1,850,476 | 0 | 0 | 0 | For |
| Fidelity | 1,693,598 | 0 | 0 | 0 | For |
| BlackRock | 1,646,433 | 0 | 0 | 0 | For |
| Calvert | 0 | 1,340,764 | 0 | 0 | Against |
| Allspring | 777,864 | 0 | 0 | 0 | For |
| Neuberger Berman | 715,249 | 0 | 0 | 0 | For |
| T. Rowe Price | 623,134 | 0 | 0 | 0 | For |
| Charles Schwab | 517,254 | 0 | 0 | 0 | For |
| FENIMORE ASSET MANAGEMENT TRUST | 415,227 | 0 | 0 | 0 | For |
| Waddell & Reed | 0 | 365,174 | 0 | 0 | Against |
| Bridge Builder Trust | 266,214 | 4,372 | 0 | 0 | For |
| OLD WESTBURY FUNDS INC | 233,580 | 0 | 0 | 0 | For |
| TIAA | 232,376 | 0 | 0 | 0 | For |
| Victory Capital | 232,257 | 0 | 0 | 0 | For |
| Brighthouse | 224,165 | 0 | 0 | 0 | For |
| WILLIAM BLAIR FUNDS | 201,670 | 0 | 0 | 0 | For |
| AMG FUNDS | 193,939 | 0 | 0 | 0 | For |
| Invesco | 174,443 | 0 | 0 | 0 | For |
| Equitable | 127,260 | 0 | 0 | 0 | For |
| JPMorgan | 112,513 | 0 | 0 | 0 | For |
| DWS | 107,121 | 0 | 0 | 0 | For |
| Royce | 100,181 | 0 | 0 | 0 | For |
| Goldman Sachs | 91,052 | 0 | 0 | 0 | For |
Showing the 25 largest of 87 asset managers. See all 87 in the interactive database.
Combines 4 wordings of this item as funds reported it.
82% Majority: yes · of votes cast
CBIZ INC.’s own tally for this item (“Elect Director: Michael H. DeGroote”): 35,986,736 for, 8,138,134 against, per its Form 8-K filed 2024-05-13 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 49,814,000 outstanding shares: 72% for, 16% against (89% of the company cast a for/against vote).
The 87 asset managers below cast 86% of the shares they voted on this item FOR (16,729,206 for, 2,685,831 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Capital Group | 2,910,412 | 0 | 0 | 0 | For |
| Vanguard | 2,789,909 | 0 | 0 | 0 | For |
| Dimensional | 1,850,476 | 0 | 0 | 0 | For |
| Fidelity | 1,448,004 | 245,594 | 0 | 0 | For |
| BlackRock | 1,646,433 | 0 | 0 | 0 | For |
| Calvert | 0 | 1,340,764 | 0 | 0 | Against |
| Allspring | 777,864 | 0 | 0 | 0 | For |
| Neuberger Berman | 715,249 | 0 | 0 | 0 | For |
| T. Rowe Price | 623,134 | 0 | 0 | 0 | For |
| Charles Schwab | 517,254 | 0 | 0 | 0 | For |
| FENIMORE ASSET MANAGEMENT TRUST | 415,227 | 0 | 0 | 0 | For |
| Waddell & Reed | 0 | 365,174 | 0 | 0 | Against |
| Bridge Builder Trust | 266,214 | 4,372 | 0 | 0 | For |
| OLD WESTBURY FUNDS INC | 233,580 | 0 | 0 | 0 | For |
| TIAA | 232,376 | 0 | 0 | 0 | For |
| Victory Capital | 232,257 | 0 | 0 | 0 | For |
| Brighthouse | 224,165 | 0 | 0 | 0 | For |
| WILLIAM BLAIR FUNDS | 201,670 | 0 | 0 | 0 | For |
| AMG FUNDS | 193,939 | 0 | 0 | 0 | For |
| Invesco | 0 | 174,443 | 0 | 0 | Against |
| Equitable | 127,260 | 0 | 0 | 0 | For |
| JPMorgan | 112,513 | 0 | 0 | 0 | For |
| DWS | 107,121 | 0 | 0 | 0 | For |
| Royce | 100,181 | 0 | 0 | 0 | For |
| Goldman Sachs | 91,052 | 0 | 0 | 0 | For |
Showing the 25 largest of 87 asset managers. See all 87 in the interactive database.
Combines 3 wordings of this item as funds reported it.
92% Majority: yes · of votes cast
CBIZ INC.’s own tally for this item (“Elect Director: Todd J. Slotkin”): 40,671,619 for, 3,454,202 against, per its Form 8-K filed 2024-05-13 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 49,814,000 outstanding shares: 82% for, 7% against (89% of the company cast a for/against vote).
The 87 asset managers below cast 92% of the shares they voted on this item FOR (17,855,739 for, 1,559,298 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Capital Group | 2,910,412 | 0 | 0 | 0 | For |
| Vanguard | 2,789,909 | 0 | 0 | 0 | For |
| Dimensional | 1,850,476 | 0 | 0 | 0 | For |
| Fidelity | 1,693,598 | 0 | 0 | 0 | For |
| BlackRock | 1,646,433 | 0 | 0 | 0 | For |
| Calvert | 0 | 1,340,764 | 0 | 0 | Against |
| Allspring | 777,864 | 0 | 0 | 0 | For |
| Neuberger Berman | 715,249 | 0 | 0 | 0 | For |
| T. Rowe Price | 623,134 | 0 | 0 | 0 | For |
| Charles Schwab | 517,254 | 0 | 0 | 0 | For |
| FENIMORE ASSET MANAGEMENT TRUST | 415,227 | 0 | 0 | 0 | For |
| Waddell & Reed | 365,174 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 266,214 | 4,372 | 0 | 0 | For |
| OLD WESTBURY FUNDS INC | 233,580 | 0 | 0 | 0 | For |
| TIAA | 232,376 | 0 | 0 | 0 | For |
| Victory Capital | 232,257 | 0 | 0 | 0 | For |
| Brighthouse | 224,165 | 0 | 0 | 0 | For |
| WILLIAM BLAIR FUNDS | 201,670 | 0 | 0 | 0 | For |
| AMG FUNDS | 193,939 | 0 | 0 | 0 | For |
| Invesco | 174,443 | 0 | 0 | 0 | For |
| Equitable | 127,260 | 0 | 0 | 0 | For |
| JPMorgan | 112,513 | 0 | 0 | 0 | For |
| DWS | 107,121 | 0 | 0 | 0 | For |
| Royce | 100,181 | 0 | 0 | 0 | For |
| Goldman Sachs | 91,052 | 0 | 0 | 0 | For |
Showing the 25 largest of 87 asset managers. See all 87 in the interactive database.
Ranked by the number of CBIZ INC. shares each manager voted on the most widely held ballot item of the 2023-2024 meeting, shown as a share of the 49,814,000 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | BlackRock | 6.27% |
| 2 | Capital Group | 6.04% |
| 3 | Vanguard | 5.88% |
| 4 | Capital Research Global Investors | 5.74% |
| 5 | Fidelity | 5.68% |
| 6 | Calvert | 5.43% |
| 7 | Dimensional | 4.03% |
| 8 | Allspring | 3.76% |
| 9 | Neuberger Berman | 3.68% |
| 10 | T. Rowe Price | 2.96% |
Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).
| Holder | % outstanding | Disclosure |
|---|---|---|
| Vanguard Group | 9.81% | 13F |
| BlackRock | 7.11% | 13F |
| Morgan Stanley | 6.92% | DEF14A |
| FMR (Fidelity) | 6.07% | 13F |
| Dimensional Fund Advisors | 4.05% | 13F |
| State Street | 2.16% | 13F |
| Geode Capital | 2.12% | 13F |
| Jerome P. Grisko, Jr. | 2.07% | DEF14A |
| Northern Trust | 1.86% | 13F |
| T. Rowe Price | 1.66% | 13F |
Percentages above are of 49,814,000 shares outstanding, as reported by CBIZ INC. on its Form 10-K dated 2023-12-31 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from CBIZ INC.’s 10-K dated 2023-12-31. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.
At CBIZ INC.'s shareholder meeting held 2024-05-09, in the 2023-2024 proxy season, 295 asset managers reported how they voted on 6 ballot items in their SEC Form N-PX filings, covering 1,823 separate fund positions. On the most widely held item on that ballot — TO CONDUCT A NON-BINDING ADVISORY VOTE APPROVING NAMED EXECUTIVE OFFICER COMPENSATION. — FOR was 95% of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side), which is more than half. Whether the item was approved is for the filing to say; that statement has not been read for this item. Source: CBIZ INC.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on 2024-05-13.
CBIZ INC. proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.