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CBIZ INC. 2024-2025 Proxy Voting Records

Compiled from SEC Form N-PX filings and CBIZ INC.’s Form 8-K, filed 2025-05-16 (Item 5.07 on EDGAR). Page generated 04 October 2026.

11Reported items
310Asset managers
2,003Fund votes
2025-05-15Main meeting date

Proxy season: 2023-2024 2024-2025 2025-2026

Explore CBIZ INC. in the interactive database Compare manager voting policies

Official 2024-2025 meeting results reported by CBIZ INC.

These tallies are CBIZ INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2025-05-16 (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. CBIZ INC. reported 2 meetings in this season; each is tabulated separately below, with its own filing.

CBIZ INC. — official shareholder meeting results, meeting held 2025-05-15 (Form 8-K, filed 2025-05-16)
Ballot item	For	Against	Abstain	Withheld	Broker non-votes	Outcome
Elect Director: Rick L. Burdick	36,587,023	7,733,041	19,177	--	2,587,814	Majority: yes
Elect Director: Jerome P. Grisko, Jr.	43,906,114	427,325	5,802	--	2,587,814	Majority: yes
Elect Director: Kathy A. Raffa	44,171,418	158,054	9,769	--	2,587,814	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, 2025.	45,902,863	975,110	49,082	--	--	Majority: yes
Proposal 3: The stockholders approved, on an advisory basis, the compensation of the Company's Named Executive Officers as disclosed in the 2025 proxy statement.	43,133,364	1,126,022	79,855	--	2,587,814	Passed

Source: CBIZ INC., Form 8-K, filed with the SEC on 2025-05-16 — read the filing on EDGAR.

CBIZ INC. — official shareholder meeting results, meeting held 2024-10-23 (Form 8-K, filed 2024-10-23)
Ballot item	For	Against	Abstain	Withheld	Broker non-votes	Outcome
Proposal 1	44,635,716	62,336	67,896	--	--	Majority: yes

Source: CBIZ INC., Form 8-K, filed with the SEC on 2024-10-23 — read the filing on EDGAR.

How asset managers voted at the CBIZ INC. 2024-2025 meetings

Each item below shows how the 310 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. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of CBIZ INC.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.

1. To conduct an advisory vote approving named executive officer compensation.

SECTION 14A SAY-ON-PAY VOTESCompany result: Passed

Meeting held 2025-05-15.

Combines 7 wordings of this item as funds reported it.

97% Passed · of votes cast

FOR 97%

FOR: 43,133,364AGAINST: 1,126,022

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 2025 proxy statement.”): 43,133,364 for, 1,126,022 against — passed, per its Form 8-K filed 2025-05-16 (Item 5.07). Of all 50,198,000 outstanding shares: 86% for, 2% against (88% of the company cast a for/against vote).

The 298 asset managers below cast 99% 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 total votes cast at the meeting.

FOR 99%

FOR: 98.7%AGAINST: 1.2%ABSTAIN: 0.1%NOT VOTED: 0.0%

Largest asset managers voting on “To conduct an advisory vote approving named executive officer compensation.” at CBIZ INC., 2024-2025
Asset manager	For	Against	Vote
Capital Group	5,029,558	0	For
Vanguard	4,758,619	0	For
Fidelity	2,997,761	0	For
BlackRock	2,779,580	0	For
Capital Research Global Investors	2,707,096	0	For
Calvert	2,128,430	51,985	For
P2 Capital Partners, LLC	1,446,896	0	For
Dimensional	1,331,444	0	For
Allspring	1,196,759	0	For
GEODE CAPITAL MANAGEMENT, LLC	1,118,584	0	For
Charles Schwab	1,059,675	0	For
T. Rowe Price	1,055,990	0	For
State Street	960,121	15,457	For
ATLANTA CAPITAL MANAGEMENT CO L L C	941,941	6,141	For
JPMorgan	946,127	0	For
Northern Trust	881,220	2,356	For
Burgundy Asset Management Ltd.	877,407	0	For
Premier Fund Managers Ltd	810,952	0	For
Invesco	691,393	0	For
SILVERCREST ASSET MANAGEMENT GROUP LLC	669,236	0	For
Artemis Investment Management LLP	585,755	0	For
GW&K Investment Management, LLC	584,428	0	For
PUBLIC SECTOR PENSION INVESTMENT BOARD	547,727	0	For
BESSEMER INVESTMENT MANAGEMENT LLC	540,190	0	For
Bessemer Trust Co of California, N.A.	540,190	0	For

Showing the 25 largest of 298 asset managers. See all 298 in the interactive database.

2. Election of Directors: Rick L. Burdick

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2025-05-15.

Combines 3 wordings of this item as funds reported it.

83% Majority: yes · of votes cast

FOR 83%AGAINST 17%

FOR: 36,587,023AGAINST: 7,733,041

CBIZ INC.’s own tally for this item (“Elect Director: Rick L. Burdick”): 36,587,023 for, 7,733,041 against, per its Form 8-K filed 2025-05-16 (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 50,198,000 outstanding shares: 73% for, 15% against (88% of the company cast a for/against vote).

The 81 asset managers below cast 80% of the shares they voted on this item FOR (16,316,631 for, 4,138,245 against).

FOR 80%AGAINST 20%

FOR: 16,316,631 (79.8%)AGAINST: 4,138,245 (20.2%)

Largest asset managers voting on “Election of Directors: Rick L. Burdick” at CBIZ INC., 2024-2025
Asset manager	For	Against	Vote
Vanguard	4,566,750	0	For
Capital Group	3,841,681	0	For
Fidelity	1,937,406	10,774	For
BlackRock	0	1,660,677	Against
Dimensional	1,177,234	0	For
Calvert	0	1,053,258	Against
Charles Schwab	529,817	0	For
Allspring	483,520	0	For
T. Rowe Price	0	443,479	Against
JPMorgan	356,470	0	For
FENIMORE ASSET MANAGEMENT TRUST	351,567	0	For
Invesco	0	291,339	Against
Waddell & Reed	288,273	0	For
OLD WESTBURY FUNDS INC	270,095	0	For
Jackson National	69,818	187,907	Against
TIAA	238,444	0	For
Brighthouse	78,323	146,954	Against
Royce	210,219	0	For
Bridge Builder Trust	192,350	13,710	For
AMG FUNDS	173,027	0	For
Nationwide	135,497	1,253	For
Equitable	52,716	76,832	Against
Hartford	116,733	0	For
DWS	114,305	0	For
Northwestern Mutual	95,865	0	For

Showing the 25 largest of 81 asset managers. See all 81 in the interactive database.

3. Election of Directors: Jerome P. Grisko, Jr.

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2025-05-15.

Combines 3 wordings of this item as funds reported it.

99.0% Majority: yes · of votes cast

FOR 99.0%

FOR: 43,906,114AGAINST: 427,325

CBIZ INC.’s own tally for this item (“Elect Director: Jerome P. Grisko, Jr.”): 43,906,114 for, 427,325 against, per its Form 8-K filed 2025-05-16 (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 50,198,000 outstanding shares: 87% for, 0.9% against (88% of the company cast a for/against vote).

The 81 asset managers below cast 99.9% of the shares they voted on this item FOR (20,454,876 for, 0 against).

FOR 99.9%

FOR: 20,454,876 (100.0%)AGAINST: 0 (0.0%)

Largest asset managers voting on “Election of Directors: Jerome P. Grisko, Jr.” at CBIZ INC., 2024-2025
Asset manager	For	Vote
Vanguard	4,566,750	For
Capital Group	3,841,681	For
Fidelity	1,948,180	For
BlackRock	1,660,677	For
Dimensional	1,177,234	For
Calvert	1,053,258	For
Charles Schwab	529,817	For
Allspring	483,520	For
T. Rowe Price	443,479	For
JPMorgan	356,470	For
FENIMORE ASSET MANAGEMENT TRUST	351,567	For
Invesco	291,339	For
Waddell & Reed	288,273	For
OLD WESTBURY FUNDS INC	270,095	For
Jackson National	257,725	For
TIAA	238,444	For
Brighthouse	225,277	For
Royce	210,219	For
Bridge Builder Trust	206,060	For
AMG FUNDS	173,027	For
Nationwide	136,750	For
Equitable	129,548	For
Hartford	116,733	For
DWS	114,305	For
Northwestern Mutual	95,865	For

Showing the 25 largest of 81 asset managers. See all 81 in the interactive database.

4. Election of Directors: Kathy A. Raffa

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2025-05-15.

Combines 3 wordings of this item as funds reported it.

99.6% Majority: yes · of votes cast

FOR 99.6%

FOR: 44,171,418AGAINST: 158,054

CBIZ INC.’s own tally for this item (“Elect Director: Kathy A. Raffa”): 44,171,418 for, 158,054 against, per its Form 8-K filed 2025-05-16 (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 50,198,000 outstanding shares: 88% for, 0.4% against (88% of the company cast a for/against vote).

The 81 asset managers below cast 100% of the shares they voted on this item FOR (20,454,876 for, 0 against).

FOR 100%

FOR: 20,454,876 (100.0%)

Largest asset managers voting on “Election of Directors: Kathy A. Raffa” at CBIZ INC., 2024-2025
Asset manager	For	Vote
Vanguard	4,566,750	For
Capital Group	3,841,681	For
Fidelity	1,948,180	For
BlackRock	1,660,677	For
Dimensional	1,177,234	For
Calvert	1,053,258	For
Charles Schwab	529,817	For
Allspring	483,520	For
T. Rowe Price	443,479	For
JPMorgan	356,470	For
FENIMORE ASSET MANAGEMENT TRUST	351,567	For
Invesco	291,339	For
Waddell & Reed	288,273	For
OLD WESTBURY FUNDS INC	270,095	For
Jackson National	257,725	For
TIAA	238,444	For
Brighthouse	225,277	For
Royce	210,219	For
Bridge Builder Trust	206,060	For
AMG FUNDS	173,027	For
Nationwide	136,750	For
Equitable	129,548	For
Hartford	116,733	For
DWS	114,305	For
Northwestern Mutual	95,865	For

Showing the 25 largest of 81 asset managers. See all 81 in the interactive database.

5. To ratify KPMG LLP as CBIZ's independent registered public accounting firm.

AUDIT-RELATEDMajority of the votes cast: yes

Meeting held 2025-05-15.

Combines 2 wordings of this item as funds reported it.

98% Majority: yes · of votes cast

FOR 98%

FOR: 45,902,863AGAINST: 975,110

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, 2025.”): 45,902,863 for, 975,110 against, per its Form 8-K filed 2025-05-16 (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 50,198,000 outstanding shares: 91% for, 2% against (93% of the company cast a for/against vote).

The 81 asset managers below cast 99.9% of the shares they voted on this item FOR (20,454,040 for, 836 against).

FOR 99.9%

FOR: 20,454,040 (100.0%)AGAINST: 836 (0.0%)

Largest asset managers voting on “To ratify KPMG LLP as CBIZ's independent registered public accounting firm.” at CBIZ INC., 2024-2025
Asset manager	For	Against	Vote
Vanguard	4,566,425	325	For
Capital Group	3,841,681	0	For
Fidelity	1,948,180	0	For
BlackRock	1,660,677	0	For
Dimensional	1,177,234	0	For
Calvert	1,053,258	0	For
Charles Schwab	529,817	0	For
Allspring	483,520	0	For
T. Rowe Price	443,479	0	For
JPMorgan	356,470	0	For
FENIMORE ASSET MANAGEMENT TRUST	351,567	0	For
Invesco	291,339	0	For
Waddell & Reed	288,273	0	For
OLD WESTBURY FUNDS INC	270,095	0	For
Jackson National	257,725	0	For
TIAA	238,444	0	For
Brighthouse	225,277	0	For
Royce	210,219	0	For
Bridge Builder Trust	206,060	0	For
AMG FUNDS	173,027	0	For
Nationwide	136,750	0	For
Equitable	129,548	0	For
Hartford	116,733	0	For
DWS	114,305	0	For
Northwestern Mutual	95,865	0	For

Showing the 25 largest of 81 asset managers. See all 81 in the interactive database.

6. Stock Issuance Proposal - To consider and vote upon a proposal to approve, for purposes of complying with applicable NYSE listing rules, the issuance of more than 20% of the Company's issued and outstanding shares of Common Stock, par value $0.01 per share, in connection with the Agreement and Plan of Merger, dated as of July 30, 2024, by and among the Company, Marcum LLP, a New York registered li

EXTRAORDINARY TRANSACTIONS

Meeting held 2024-10-23.

Combines 2 wordings of this item as funds reported it.

100% fund support · no official result

FOR 99.7%

The 57 asset managers below cast 100% of the shares they voted on this item FOR (18,175,372 for, 0 against).

FOR: 18,175,372 (99.7%)ABSTAIN: 52,116 (0.3%)

Largest asset managers voting on “Stock Issuance Proposal - To consider and vote upon a proposal to approve, for purposes of complying with appl” at CBIZ INC., 2024-2025
Asset manager	For	Abstain	Vote
Capital Group	4,755,297	0	For
Vanguard	4,528,470	0	For
Fidelity	1,583,628	0	For
Dimensional	1,292,690	0	For
Calvert	1,040,878	0	For
Allspring	676,441	0	For
Neuberger Berman	630,894	0	For
T. Rowe Price	589,021	0	For
Charles Schwab	521,506	0	For
Waddell & Reed	323,789	0	For
OLD WESTBURY FUNDS INC	278,111	0	For
Brighthouse	201,582	0	For
Royce	195,181	0	For
Invesco	192,840	0	For
Equitable	79,650	52,116	For
TIAA	127,968	0	For
DWS	114,668	0	For
Nationwide	110,777	0	For
AIG/SunAmerica	100,837	0	For
Tax-Managed Small-Cap Portfolio	69,611	0	For
Eaton Vance	56,799	0	For
Janus Detroit Street Trust	56,197	0	For
Lincoln Financial	55,516	0	For
First Trust	52,157	0	For
Ivy Variable Insurance Portfolios	51,962	0	For

Showing the 25 largest of 57 asset managers. See all 57 in the interactive database.

7. Adjournment Proposal - To consider and vote upon a proposal to approve the adjournment of the Special Meeting to a later date or dates, if necessary or appropriate, to permit further solicitation and vote of proxies in the event that there are insufficient votes for, or otherwise in connection with, the approval of the Stock Issuance Proposal of if a quorum is not present. (Proposal No. 2).

CORPORATE GOVERNANCE

Meeting held 2024-10-23.

89% fund support · no official result

FOR 89%11%

The 48 asset managers below cast 89% of the shares they voted on this item FOR (14,961,063 for, 1,804,300 against).

FOR: 14,961,063 (89.0%)AGAINST: 1,804,300 (10.7%)ABSTAIN: 52,116 (0.3%)

Largest asset managers voting on “Adjournment Proposal - To consider and vote upon a proposal to approve the adjournment of the Special Meeting ” at CBIZ INC., 2024-2025
Asset manager	For	Against	Abstain	Vote
Capital Group	4,755,297	0	0	For
Vanguard	4,528,470	0	0	For
Fidelity	559,542	1,024,086	0	Against
Dimensional	1,292,690	0	0	For
Calvert	1,040,878	0	0	For
Allspring	676,441	0	0	For
T. Rowe Price	0	589,021	0	Against
Waddell & Reed	323,789	0	0	For
OLD WESTBURY FUNDS INC	278,111	0	0	For
Royce	195,181	0	0	For
Invesco	192,840	0	0	For
Brighthouse	69,611	80,118	0	Against
Equitable	79,650	0	52,116	For
TIAA	127,968	0	0	For
DWS	114,668	0	0	For
AIG/SunAmerica	100,837	0	0	For
Tax-Managed Small-Cap Portfolio	69,611	0	0	For
Eaton Vance	56,799	0	0	For
Janus Detroit Street Trust	56,197	0	0	For
Lincoln Financial	18,070	37,446	0	Against
First Trust	52,157	0	0	For
Ivy Variable Insurance Portfolios	51,962	0	0	For
Transamerica	0	44,520	0	Against
Northern Trust	41,545	0	0	For
New York Life	39,577	0	0	For

Showing the 25 largest of 48 asset managers. See all 48 in the interactive database.

8. ADJOURNMENT PROPOSAL-TO CONSIDER AND VOTE UPON A PROPOSAL TO APPROVE THE ADJOURNMENT OF THE SPECIAL MEETING TO A LATER DATE OR DATES, IF NECESSARY OR APPROPRIATE, TO PERMIT FURTHER SOLICITATION AND VOTE OF PROXIES IN THE EVENT THAT THERE ARE INSUFFICIENT VOTES FOR, OR OTHERWISE IN CONNECTION WITH, THE APPROVAL OF THE STOCK ISSUANCE PROPOSAL OR IF A QUORUM IS NOT PRESENT. (PROPOSAL NO. 2).

CORPORATE GOVERNANCE

Meeting held 2024-10-23.

Combines 2 wordings of this item as funds reported it.

99.9% fund support · no official result

FOR 99.9%

The 36 asset managers below cast 99.9% of the shares they voted on this item FOR (4,474,944 for, 1,456 against).

FOR: 4,474,944 (100.0%)AGAINST: 1,456 (0.0%)

Largest asset managers voting on “ADJOURNMENT PROPOSAL-TO CONSIDER AND VOTE UPON A PROPOSAL TO APPROVE THE ADJOURNMENT OF THE SPECIAL MEETING TO” at CBIZ INC., 2024-2025
Asset manager	For	Vote
BlackRock	1,592,929	For
Neuberger Berman	630,894	For
Charles Schwab	521,506	For
FENIMORE ASSET MANAGEMENT TRUST	351,567	For
JPMorgan	280,205	For
Bridge Builder Trust	231,625	For
AMG FUNDS	185,084	For
Jackson National	132,430	For
Nationwide	98,113	For
QUANTITATIVE MASTER SERIES LLC	94,924	For
LKCM Funds	54,774	For
Brighthouse	51,853	For
Securian Funds Trust	38,548	For
EA Series Trust	31,786	For
RBC FUNDS TRUST	31,376	For
Calamos	31,196	For
Global X	27,179	For
SEI	21,687	For
John Hancock	17,565	For
CITY NATIONAL ROCHDALE FUNDS	10,089	For
Russell Investments	9,184	For
TRUST FOR PROFESSIONAL MANAGERS	6,752	For
TIMOTHY PLAN	5,709	For
ADVISORS' INNER CIRCLE FUND	5,081	For
Northern Lights Fund Trust IV	4,801	For

Showing the 25 largest of 36 asset managers. See all 36 in the interactive database.

9. STOCK ISSUANCE PROPOSAL-TO CONSIDER AND VOTE UPON A PROPOSAL TO APPROVE, FOR PURPOSES OF COMPLYING WITH APPLICABLE NYSE LISTING RULES, THE ISSUANCE OF MORE THAN 20% OF THE COMPANY'S ISSUED AND OUTSTANDING SHARES OF COMMON STOCK, PAR VALUE $0.01 PER SHARE, IN CONNECTION WITH THE AGREEMENT AND PLAN OF MERGER, DATED AS OF JULY 30, 2024, BY AND AMONG THE COMPANY, MARCUM LLP AND THE OTHER PARTIES THERE

CAPITAL STRUCTURE

Meeting held 2024-10-23.

Combines 2 wordings of this item as funds reported it.

100% fund support · no official result

FOR 100%

The 26 asset managers below cast 100% of the shares they voted on this item FOR (3,108,561 for, 0 against).

FOR: 3,108,561 (100.0%)

Largest asset managers voting on “STOCK ISSUANCE PROPOSAL-TO CONSIDER AND VOTE UPON A PROPOSAL TO APPROVE, FOR PURPOSES OF COMPLYING WITH APPLIC” at CBIZ INC., 2024-2025
Asset manager	For	Vote
BlackRock	1,592,929	For
FENIMORE ASSET MANAGEMENT TRUST	351,567	For
JPMorgan	280,205	For
Bridge Builder Trust	231,625	For
AMG FUNDS	185,084	For
Jackson National	132,430	For
QUANTITATIVE MASTER SERIES LLC	94,924	For
LKCM Funds	54,774	For
Securian Funds Trust	38,548	For
EA Series Trust	31,786	For
RBC FUNDS TRUST	31,376	For
Calamos	31,196	For
John Hancock	17,565	For
CITY NATIONAL ROCHDALE FUNDS	10,089	For
TRUST FOR PROFESSIONAL MANAGERS	6,752	For
TIMOTHY PLAN	5,709	For
Northern Lights Fund Trust IV	4,801	For
Allianz	2,664	For
Tidal Trust I	1,456	For
360 Funds	1,375	For
GPS Funds I	888	For
ETF Series Solutions	287	For
WILSHIRE MUTUAL FUNDS INC	220	For
Advisors' Inner Circle Fund III	189	For
MASTER INVESTMENT PORTFOLIO	84	For

Showing the 25 largest of 26 asset managers. See all 26 in the interactive database.

10. Adjourn Meeting

OTHER

Meeting held 2024-10-23.

100% fund support · no official result

FOR 100%

The 2 asset managers below cast 100% of the shares they voted on this item FOR (40,196 for, 0 against).

FOR: 40,196 (100.0%)

Largest asset managers voting on “Adjourn Meeting” at CBIZ INC., 2024-2025
Asset manager	For	Against	Abstain	Withheld	Vote
Brighthouse	38,381	0	0	0	For
HC CAPITAL TRUST	1,815	0	0	0	For

11. Issue Shares in Connection with Merger

OTHER

Meeting held 2024-10-23.

100% fund support · no official result

FOR 100%

The 2 asset managers below cast 100% of the shares they voted on this item FOR (40,196 for, 0 against).

FOR: 40,196 (100.0%)

Largest asset managers voting on “Issue Shares in Connection with Merger” at CBIZ INC., 2024-2025
Asset manager	For	Against	Abstain	Withheld	Vote
Brighthouse	38,381	0	0	0	For
HC CAPITAL TRUST	1,815	0	0	0	For

Largest CBIZ INC. shareholders voting in 2024-2025

Ranked by the number of CBIZ INC. shares each manager voted on the most widely held ballot item of the 2024-2025 meeting, shown as a share of the 50,198,000 shares outstanding at the time of that meeting.

Top CBIZ INC. shareholders by shares voted, 2024-2025
#	Asset manager	% of shares outstanding
1	Capital Group	10.02%
2	Vanguard	9.48%
3	Fidelity	5.97%
4	BlackRock	5.54%
5	Capital Research Global Investors	5.39%
6	Calvert	4.34%
7	P2 Capital Partners, LLC	2.88%
8	Dimensional	2.65%
9	Allspring	2.38%
10	GEODE CAPITAL MANAGEMENT, LLC	2.23%

Reported CBIZ INC. ownership

Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).

CBIZ INC. beneficial owners on record for the 2024-2025 proxy season
Holder	% outstanding	Disclosure
Vanguard Group	9.27%	13F
Capital Research Global Investors	7.83%	DEF14A
BlackRock	7.11%	13F
Bank of Montreal	6.99%	13G
22C Capital LLC	5.59%	13G
Morgan Stanley	3.27%	13G
Dimensional Fund Advisors	2.81%	13F
State Street	2.31%	13F
Geode Capital	2.25%	13F
Jerome P. Grisko, Jr.	2.17%	DEF14A

Percentages above are of 50,198,000 shares outstanding, as reported by CBIZ INC. on its Form 10-K dated 2024-12-31 (see the filing on EDGAR). This is the count contemporaneous with the 2024-2025 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.

About this page

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 2024-12-31. This page is a static snapshot rebuilt weekly on 04 October 2026; a live search always shows the current data.

At CBIZ INC.'s 2 shareholder meetings in the 2024-2025 proxy season (held 2024-10-23 and 2025-05-15), 310 asset managers reported how they voted in their SEC Form N-PX filings, covering 2,003 separate fund positions. Their filings are grouped here into 11 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. On the most widely held item of the season, voted at the meeting held 2025-05-15 — To conduct an advisory vote approving named executive officer compensation. — the proposal passed with 97% support 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). Source: CBIZ INC.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on 2025-05-16.

CBIZ INC. proxy season coverage: 2023-2024 · 2024-2025 (this page) · 2025-2026.