First Business Financial Services Ownership | Who Owns First Business Financial Services?
First Business Financial Services Ownership Summary
First Business Financial Services is owned by 69.93% institutional investors, 5.30% insiders, and 24.77% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 10.66% of FBIZ shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.86% of its assets in First Business Financial Services shares.
FBIZ Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | First Business Financial Services | 69.93% | 5.30% | 24.77% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Regional Banks Stocks | 38.94% | 12.65% | 48.41% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 869.79K | 10.66% | $47.23M |
| Blackrock | 680.51K | 8.39% | $25.17M |
| Dimensional fund advisors lp | 499.38K | 6.11% | $27.12M |
| Vanguard group | 480.48K | 5.89% | $26.09M |
| First business financial services | 361.31K | 4.43% | $19.62M |
| Manufacturers life insurance company, the | 254.82K | 3.13% | $13.06M |
| Geode capital management | 235.05K | 2.88% | $12.77M |
| American century companies | 198.25K | 2.43% | $10.16M |
| Banc funds | 166.22K | 2.04% | $9.03M |
| State street | 158.06K | 1.93% | $8.58B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Cutler capital management | 155.49K | 2.54% | $7.97M |
| John w. rosenthal capital management | 45.00K | 2.26% | $2.44M |
| First business financial services | 361.31K | 1.80% | $19.62M |
| Banc funds | 166.22K | 1.79% | $9.03M |
| Pacific ridge capital partners | 140.46K | 1.67% | $7.63M |
| M3f | 66.48K | 0.97% | $3.41M |
| Vista investment management | 52.33K | 0.94% | $2.68M |
| De lisle partners llp | 93.64K | 0.59% | $4.80M |
| Poehling capital management | 52.33K | 0.58% | $2.84M |
| Uncommon cents investing | 34.74K | 0.46% | $1.89M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Federated hermes | 104.76K | 0.01% | 32.90K |
| American century companies | 198.25K | 0.01% | 26.75K |
| First trust advisors lp | 30.26K | 0.00% | 24.95K |
| Kennedy capital management | 19.52K | 0.02% | 19.52K |
| Gsa capital partners llp | 30.21K | 0.14% | 18.08K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Hotchkis & wiley capital management | - | - | -63.32K |
| Invesco | 9.37K | 0.00% | -48.80K |
| Segall bryant & hamill | - | - | -36.34K |
| M3f | 66.48K | 0.97% | -30.08K |
| Banc funds | 166.22K | 1.79% | -27.30K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Kennedy capital management | 19.52K | 0.02% | 19.52K | $1.00M |
| Legato capital management | 8.40K | 0.04% | 8.40K | $456.34K |
| Susquehanna portfolio strategies | 5.40K | 0.00% | 5.40K | $276.86K |
| Quantinno capital management lp | 5.32K | 0.00% | 5.32K | $272.65K |
| Aqr capital management | 4.71K | 0.00% | 4.71K | $218.07K |
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 |
| Larson financial group | -14.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 92 | -2.13% | 5,326,728 | 0.56% | 65 | 1.54% | 57 | 11.76% | 17 | -22.73% |
| Sep 30, 2024 | 93 | 5.68% | 5,296,854 | 1.73% | 65 | 1.59% | 50 | 13.64% | 22 | -8.33% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 238.13K | 2.86% | -5.28K |
| Vanguard US Total Market Shares ETF | 234.31K | 2.82% | - |
| iShares Russell 2000 ETF | 206.49K | 2.48% | - |
| Pacific Ridge Capital Ptnrs Micro Cp Val | 151.21K | 1.82% | 1.78K |
| Avantis US Small Cap Value ETF | 151.12K | 1.82% | 552.00 |
| JHancock Regional Bank A | 137.62K | 1.65% | - |
| BlackRock Advantage Small Cap Core Instl | 130.72K | 1.57% | - |
| DFA US Small Cap Value I | 112.82K | 1.36% | -3.94K |
| John Hancock Financial Opportunities Fund | 91.86K | 1.11% | - |
| JH Financial Opportunities | 91.86K | 1.10% | - |
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 |
|---|---|---|
| 2025 Q4 | 1 | - |
| 2025 Q3 | 2 | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | 1 |
| 2024 Q4 | 2 | 5 |
FBIZ Ownership FAQ
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