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. Vanguard Morn Total Stk Mkt Idx Investor 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 | 72.91% | 4.84% | 22.26% |
| Sector | Financial Services Stocks | 493.55% | 13.79% | -407.34% |
| Industry | Regional Banks Stocks | 56.79% | 12.57% | 30.64% |
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 |
| Vista investment management | 52.35K | 0.99% | $3.31M |
| De lisle partners llp | 98.81K | 0.68% | $6.26M |
| Uncommon cents investing | 33.88K | 0.46% | $2.14M |
| Poehling capital management | 23.85K | 0.32% | $1.51M |
| Gator capital management | 17.84K | 0.24% | $1.13M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| 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 |
| Sixth street partners management company | 23.89K | 0.00% | 23.89K |
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 |
| Mariner | 5.14K | 0.00% | 5.14K | $324.69K |
| Susquehanna group, llp | 4.68K | - | 4.68K | $216.73K |
| Sequoia financial advisors | 4.03K | 0.00% | 4.03K | $254.83K |
| Vanguard personalized indexing management | 3.95K | 0.00% | 3.95K | $249.27K |
Sold Out
| Holder | Change |
|---|---|
| Innealta capital | -1.00 |
| Nelson, van denburg & campbell wealth management group | -2.00 |
| Quarry lp | -3.00 |
| Root financial partners | -11.00 |
| Allspring global investments | -12.00 |
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 |
|---|---|---|---|
| Vanguard Morn Total Stk Mkt Idx Investor | 237.42K | 2.84% | - |
| Vanguard Total Stock Mkt Idx Inv | 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% | - |
| Avantis US Small Cap Value ETF | 235.32K | 2.81% | 275.00 |
| iShares Russell 2000 ETF | 221.23K | 2.64% | -3.94K |
| 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% | - |
| DFA US Small Cap Value I | 106.41K | 1.27% | - |
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
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools