First Business Financial Services Ownership | Who Owns First Business Financial Services?
First Business Financial Services Ownership Summary
First Business Financial Services is owned by 72.91% institutional investors, 4.84% insiders, and 22.26% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 11.34% of FBIZ shares. Avantis US Small Cap Value ETF is the top mutual fund, with 3.02% of its assets in First Business Financial Services shares.
FBIZ Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | First Business Financial Services | 72.91% | 4.84% | 22.26% |
| Sector | Financial Services Stocks | 493.55% | 13.79% | -407.34% |
| Industry | Regional Banks Stocks | 57.00% | 12.58% | 30.42% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 928.38K | 11.34% | $58.65M |
| Blackrock | 680.51K | 8.39% | $25.17M |
| Dimensional fund advisors lp | 498.43K | 6.09% | $31.49M |
| Vanguard group | 480.48K | 5.89% | $26.09M |
| Vanguard capital management | 343.48K | 4.20% | $21.70M |
| First business financial services | 340.19K | 4.16% | $21.49M |
| American century companies | 272.79K | 3.33% | $17.23M |
| Manufacturers life insurance company, the | 243.00K | 2.97% | $15.35M |
| Geode capital management | 214.99K | 2.63% | $13.58M |
| State street | 187.37K | 2.29% | $11.84M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Cutler capital management | 154.35K | 2.53% | $9.75M |
| John w. rosenthal capital management | 45.00K | 2.49% | $2.84M |
| Banc funds | 163.22K | 1.70% | $10.31M |
| First business financial services | 340.19K | 1.67% | $21.49M |
| Pacific ridge capital partners | 139.81K | 1.60% | $8.83M |
| Walleye partners | 19.62K | 1.52% | $1.35M |
| Daytona street capital | 29.62K | 1.49% | $2.09M |
| Poehling capital management | 86.37K | 1.22% | $5.94M |
| Vista investment management | 52.35K | 0.99% | $3.31M |
| De lisle partners llp | 98.81K | 0.68% | $6.26M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Poehling capital management | 86.37K | 1.22% | 62.52K |
| Blackrock funding, inc. /de | 928.38K | 0.00% | 58.18K |
| Two sigma investments, lp | 73.57K | 0.00% | 41.87K |
| Aqr capital management | 128.93K | 0.00% | 34.30K |
| American century companies | 272.79K | 0.01% | 32.65K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Hotchkis & wiley capital management | - | - | -63.32K |
| Segall bryant & hamill | - | - | -36.34K |
| M3f | - | - | -29.68K |
| First business financial services | 340.19K | 1.67% | -21.12K |
| Franklin resources | - | - | -17.87K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Sixth street partners management company | 23.89K | 0.00% | 23.89K | $1.51M |
| Walleye partners | 19.62K | 1.52% | 19.62K | $1.35M |
| Inspire investing | 9.36K | 0.03% | 9.36K | $643.92K |
| Mariner | 5.14K | 0.00% | 5.14K | $324.69K |
| Susquehanna group, llp | 4.68K | - | 4.68K | $216.73K |
Sold Out
| Holder | Change |
|---|---|
| Innealta capital | -1.00 |
| Nelson, van denburg & campbell wealth management group | -2.00 |
| Quarry lp | -3.00 |
| Allspring global investments | -12.00 |
| Physician wealth advisors | -14.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 141 | -2.08% | 5,968,270 | 3.31% | 72 | 1.46% | 78 | 2.63% | 38 | 5.56% |
| Mar 31, 2026 | 60 | -57.14% | 2,206,505 | -61.67% | 26 | 0.54% | 23 | -67.14% | 16 | -66.67% |
| Dec 31, 2025 | 101 | -25.19% | 4,589,652 | -19.47% | 56 | 1.15% | 50 | -34.21% | 32 | -3.03% |
| Sep 30, 2025 | 133 | 22.02% | 5,699,357 | 4.85% | 69 | 1.57% | 75 | 41.51% | 33 | -5.71% |
| Jun 30, 2025 | 114 | -0.87% | 5,615,467 | 0.33% | 68 | 1.45% | 55 | -6.78% | 37 | -9.76% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Avantis US Small Cap Value ETF | 252.74K | 3.02% | 216.00 |
| Vanguard Total Stock Mkt Idx Inv | 237.42K | 2.84% | - |
| Vanguard Morn Total Stk Mkt Idx Investor | 237.42K | 2.84% | - |
| Vanguard MStar Total Stk Mkt Idx Invest | 237.42K | 2.84% | - |
| Vanguard US Total Market Shares ETF | 234.31K | 2.82% | - |
| iShares Russell 2000 ETF | 219.06K | 2.62% | 3.50K |
| JHancock Regional Bank A | 133.32K | 1.59% | - |
| BlackRock Advantage Small Cap Core Instl | 132.53K | 1.58% | - |
| Pacific Ridge Capital Ptnrs Micro Cp Val | 121.26K | 1.45% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 98.66K | 1.18% | 425.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 27, 2026 | Chandler Jodi A | Chief Human Resources Officer | Sell | $47.38K |
| Nov 07, 2025 | Crampton Kevin D | Chief Accounting Officer | Buy | $3.65K |
| Jul 30, 2025 | Kauten Ralph R. | - | Buy | $478.00K |
| Jul 30, 2025 | Graham Jason R | - | Buy | $47.87K |
| Feb 07, 2025 | Ovokaitys Daniel | Chief Information Officer | Sell | $263.37K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | 1 |
| 2026 Q2 | - | - |
| 2026 Q1 | - | - |
| 2025 Q4 | 1 | - |
| 2025 Q3 | 2 | - |
FBIZ Ownership FAQ
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