First Business Financial Services Ownership | Who Owns First Business Financial Services?
First Business Financial Services Ownership Summary
First Business Financial Services is owned by 68.90% institutional investors, 5.33% insiders, and 25.77% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 11.62% 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 | 68.90% | 5.33% | 25.77% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Regional Banks Stocks | 53.95% | 12.38% | 33.68% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 946.77K | 11.62% | $47.96M |
| Blackrock | 680.51K | 8.39% | $25.17M |
| Dimensional fund advisors lp | 538.80K | 6.64% | $24.94M |
| Vanguard group | 400.03K | 4.93% | $18.52M |
| First business financial services | 376.09K | 4.64% | $17.41M |
| Manufacturers life insurance company, the | 263.70K | 3.25% | $12.21M |
| Banc funds | 264.48K | 3.25% | $13.40M |
| Geode capital management | 171.57K | 2.12% | $7.94M |
| American century companies | 171.49K | 2.10% | $8.69M |
| Cutler capital management | 155.80K | 1.91% | $7.89M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Cutler capital management | 155.80K | 2.75% | $7.89M |
| John w. rosenthal capital management | 45.00K | 2.22% | $2.31M |
| Banc funds | 264.48K | 2.03% | $13.40M |
| Pacific ridge capital partners | 147.94K | 1.79% | $7.49M |
| First business financial services | 376.09K | 1.72% | $17.41M |
| M3f | 96.56K | 1.38% | $4.89M |
| Vista investment management | 53.45K | 1.00% | $2.71M |
| Poehling capital management | 58.33K | 0.69% | $2.95M |
| De lisle partners llp | 88.64K | 0.63% | $4.49M |
| Uncommon cents investing | 34.48K | 0.44% | $1.77M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Invesco | 84.62K | 0.00% | 84.62K |
| Hillsdale investment management | 52.64K | 0.12% | 49.63K |
| Jpmorgan chase | 50.02K | 0.00% | 25.55K |
| American century companies | 171.49K | 0.00% | 25.26K |
| Ameriprise financial | 26.99K | 0.00% | 16.05K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Hotchkis & wiley capital management | - | - | -63.32K |
| Blackrock funding, inc. /de | 946.77K | 0.00% | -58.34K |
| Segall bryant & hamill | - | - | -36.34K |
| Franklin resources | 57.83K | 0.00% | -31.24K |
| Fourthstone | - | - | -30.24K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Cubist systematic strategies | 5.48K | 0.00% | 5.48K | $258.32K |
| State of wisconsin investment board | 5.12K | 0.00% | 5.12K | $259.13K |
| First trust advisors lp | 5.01K | 0.00% | 5.01K | $232.10K |
| Aqr capital management | 4.71K | 0.00% | 4.71K | $218.07K |
| 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 |
| Srs capital advisors | -2.00 |
| 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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2024 | 87 | 4.82% | 5,206,635 | 0.19% | 64 | 1.56% | 44 | 25.71% | 24 | - |
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 |
|---|---|---|---|---|
| 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 |
| Dec 13, 2024 | Sanders Carol P | - | Sell | $32.74K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | 2 | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | 1 |
| 2024 Q4 | 2 | 5 |
| 2024 Q3 | 1 | 3 |
FBIZ Ownership FAQ
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