First Business Financial Services Ownership | Who Owns First Business Financial Services?
First Business Financial Services Ownership Summary
First Business Financial Services is owned by 27.00% institutional investors, 5.41% insiders, and 67.60% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 10.65% of FBIZ shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.84% of its assets in First Business Financial Services shares.
FBIZ Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | First Business Financial Services | 27.00% | 5.41% | 67.60% |
| Sector | Financial Services Stocks | 37.05% | 15.59% | 47.36% |
| Industry | Regional Banks Stocks | 38.44% | 12.57% | 48.99% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 870.20K | 10.65% | $46.93M |
| Blackrock | 680.51K | 8.39% | $25.17M |
| Dimensional fund advisors lp | 499.72K | 6.11% | $26.95M |
| Vanguard group | 480.48K | 5.89% | $26.09M |
| First business financial services | 361.31K | 4.42% | $19.49M |
| Manufacturers life insurance company, the | 244.79K | 3.00% | $13.20M |
| American century companies | 240.14K | 2.94% | $12.95M |
| Geode capital management | 199.77K | 2.44% | $10.78M |
| State street | 173.72K | 2.13% | $9.37M |
| Banc funds | 166.22K | 2.03% | $8.96M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| John w. rosenthal capital management | 45.00K | 2.37% | $2.43M |
| Cutler capital management | 154.59K | 2.25% | $8.34M |
| First business financial services | 361.31K | 1.73% | $19.49M |
| Banc funds | 166.22K | 1.67% | $8.96M |
| Pacific ridge capital partners | 140.89K | 1.65% | $7.60M |
| Vista investment management | 52.77K | 0.95% | $2.85M |
| De lisle partners llp | 98.81K | 0.64% | $5.34M |
| Uncommon cents investing | 34.00K | 0.43% | $1.83M |
| M3f | 29.68K | 0.40% | $1.60M |
| Poehling capital management | 25.61K | 0.29% | $1.38M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vanguard fiduciary trust | 51.69K | 0.00% | 51.69K |
| Morgan stanley | 75.72K | 0.00% | 24.80K |
| Qube research | 60.46K | 0.00% | 23.21K |
| American century companies | 240.14K | 0.01% | 23.13K |
| Blackrock | 680.51K | 0.00% | 15.94K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Hotchkis & wiley capital management | - | - | -63.32K |
| Segall bryant & hamill | - | - | -36.34K |
| Geode capital management | 199.77K | 0.00% | -35.28K |
| M3f | 29.68K | 0.40% | -29.25K |
| Poehling capital management | 25.61K | 0.29% | -26.71K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 51.69K | 0.00% | 51.69K | $2.79M |
| Squarepoint ops | 14.38K | 0.00% | 14.38K | $775.51K |
| Man group | 6.75K | 0.00% | 6.75K | $364.30K |
| Susquehanna group, llp | 4.68K | - | 4.68K | $216.73K |
| Klcm advisors | 4.50K | 0.02% | 4.50K | $242.69K |
Sold Out
| Holder | Change |
|---|---|
| Clearstead advisors | -1.00 |
| Innealta capital | -1.00 |
| Nelson, van denburg & campbell wealth management group | -2.00 |
| Quarry lp | -3.00 |
| Allspring global investments | -12.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2025 | 2 | -98.06% | 282,178 | -94.92% | 3 | 0.07% | - | -100.00% | 2 | -89.47% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 237.42K | 2.84% | - |
| Vanguard US Total Market Shares ETF | 234.31K | 2.82% | - |
| Avantis US Small Cap Value ETF | 205.41K | 2.46% | - |
| iShares Russell 2000 ETF | 196.21K | 2.35% | 1.65K |
| JHancock Regional Bank A | 133.32K | 1.59% | - |
| BlackRock Advantage Small Cap Core Instl | 125.65K | 1.50% | - |
| Pacific Ridge Capital Ptnrs Micro Cp Val | 121.26K | 1.45% | -29.95K |
| DFA US Small Cap Value I | 106.41K | 1.27% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 95.96K | 1.15% | 1.08K |
| VT De Lisle America B USD | 93.91K | 1.12% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| Dec 13, 2024 | Sanders Carol P | - | Sell | $400.91K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | - |
| 2026 Q1 | - | - |
| 2025 Q4 | 1 | - |
| 2025 Q3 | 2 | - |
| 2025 Q2 | - | - |
FBIZ Ownership FAQ
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