First Business Financial Services (FBIZ) Institutional Ownership

$34.50
+0.07 (+0.20%)
(As of 05/16/2024 ET)

Institutional Ownership Changes (13F Filings) for First Business Financial Services (NASDAQ:FBIZ)

Current
Institutional Ownership
Percentage
60.07%
Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$4.16M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$2.52M
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FBIZ Institutional Buying and Selling by Quarter

First Business Financial Services Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2024California State Teachers Retirement System790$30K0.0%-38.9%0.010%
5/15/2024 Price T Rowe Associates Inc. MD18,946$711K0.0%+2.8%0.229%
5/15/2024 Lazard Asset Management LLC1,604$60K0.0%N/A0.019%
5/15/2024 Quadrature Capital Ltd6,674$247K0.0%N/A0.081%
5/10/2024 Vanguard Group Inc.361,070$13.54M0.0%+2.1%4.356%
5/9/2024 Pacific Ridge Capital Partners LLC169,903$6.37M1.4%+1.7%2.050%
5/7/2024 SG Americas Securities LLC2,761$104K0.0%-35.5%0.033%
5/7/2024 Empowered Funds LLC41,101$1.54M0.0%+7.8%0.496%
5/1/2024 BNP Paribas Financial Markets3,930$147K0.0%+73.1%0.047%
2/14/2024 Vista Investment Management52,410$2.10M1.0%+0.6%0.631%
2/14/2024 Cutler Capital Management LLC152,514$6.12M2.5%+0.2%1.835%
2/13/2024 Tower Research Capital LLC TRC762$31K0.0%-47.3%0.009%
2/13/2024 The Manufacturers Life Insurance Company 287,596$11.53M0.0%-3.9%3.461%
2/12/2024 Pacific Ridge Capital Partners LLC167,009$6.70M1.4%-1.3%2.010%
2/7/2024 Dimensional Fund Advisors LP525,683$21.08M0.0%-0.1%6.326%
2/1/2024 New York State Common Retirement Fund3,866$155K0.0%+70.7%0.047%
1/31/2024 Federated Hermes Inc.65,483$2.63M0.0%+3.9%0.788%
1/18/2024 Uncommon Cents Investing LLC36,255$1.45M0.5%+4.3%0.436%
1/12/2024 SG Americas Securities LLC4,280$172K0.0%+28.1%0.052%
1/11/2024 1834 Investment Advisors Co.6,419$257K0.0%N/A0.077%
1/5/2024 Riverwater Partners LLC14,490$581K0.5%+2.7%0.174%
11/14/2023 First Business Financial Services Inc.355,552$10.67M1.4%-2.0%4.279%
11/13/2023 Federated Hermes Inc.63,039$1.89M0.0%-1.2%0.759%
11/13/2023 Hsbc Holdings PLC14,287$423K0.0%-3.2%0.172%
11/13/2023 Pacific Ridge Capital Partners LLC169,134$5.08M1.2%+2.7%2.035%
11/7/2023 Barclays PLC19,726$592K0.0%-1.9%0.237%
10/27/2023 Allspring Global Investments Holdings LLC1,669$50K0.0%-49.7%0.020%
10/27/2023River Oaks Capital LLC94,600$2.84M4.2%-2.7%1.137%
10/18/2023 Riverwater Partners LLC14,108$423K0.4%+88.9%0.170%
10/13/2023 SG Americas Securities LLC3,342$100K0.0%N/A0.040%
8/15/2023 Vista Investment Management52,232$1.54M0.8%+5.9%0.628%
8/11/2023 Hotchkis & Wiley Capital Management LLC84,069$2.48M0.0%+17.3%1.010%
8/11/2023 The Manufacturers Life Insurance Company308,993$9.11M0.0%+0.2%3.714%
8/11/2023 Cutler Capital Management LLC104,175$3.07M1.8%-28.4%1.252%
8/7/2023 Acadian Asset Management LLC52,398$1.54M0.0%-5.4%0.630%
8/7/2023 First Business Financial Services Inc.362,895$10.70M1.3%+2.4%4.362%
8/3/2023 John W. Rosenthal Capital Management Inc.45,000$1.33M1.7%-10.0%0.541%
8/2/2023 Bank of Montreal Can18,111$576K0.0%N/A0.218%
8/2/2023 LSV Asset Management109,225$3.22M0.0%+2.6%1.313%
7/27/2023EA Series Trust31,914$941K0.0%N/A0.385%
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5/12/2023 Johnson Financial Group Inc.21,216$647K0.0%-8.4%0.256%
5/12/2023 Cutler Capital Management LLC145,425$4.44M2.0%+7.1%1.754%
5/12/2023 Martingale Asset Management L P14,625$446K0.0%+94.4%0.176%
5/11/2023 Acadian Asset Management LLC55,398$1.69M0.0%-21.1%0.668%
5/9/2023 First Business Financial Services Inc.354,515$10.82M1.4%-0.1%4.276%
5/8/2023 Federated Hermes Inc.64,918$1.98M0.0%+41.4%0.783%
5/8/2023 Bailard Inc.13,347$407K0.0%+31.6%0.161%
5/4/2023 Barclays PLC22,442$685K0.0%+9.0%0.269%
5/2/2023 LSV Asset Management106,425$3.25M0.0%+15.9%1.275%
5/2/2023River Oaks Capital LLC110,100$3.36M4.7%-9.6%1.319%
4/28/2023 SG Americas Securities LLC3,356$102K0.0%N/A0.040%
4/13/2023 Allspring Global Investments Holdings LLC3,222$98K0.0%+16.6%0.039%
2/14/2023 Dorsey Wright & Associates794$29K0.0%N/A0.009%
2/14/2023 Pacific Ridge Capital Partners LLC137,005$5.01M1.2%-30.9%1.625%
2/13/2023 Johnson Financial Group Inc.23,172$847K0.1%-47.8%0.275%
2/13/2023 The Manufacturers Life Insurance Company315,724$11.54M0.0%-3.8%3.745%
2/13/2023 Martingale Asset Management L P7,524$275K0.0%+10.3%0.089%
2/13/2023 Banc Funds Co. LLC458,694$16.77M1.5%-20.0%5.441%
2/10/2023 M3F Inc.282,489$10.33M3.2%-8.7%3.351%
2/9/2023 First Trust Advisors LP24,920$911K0.0%-49.9%0.296%
2/9/2023 Dimensional Fund Advisors LP527,091$19.27M0.0%+2.0%6.252%
2/8/2023 LSV Asset Management91,845$3.36M0.0%-0.3%1.090%
2/3/2023River Oaks Capital LLC121,800$4.45M5.1%-4.2%1.445%
2/3/2023 Mendota Financial Group LLC800$29K0.0%N/A0.009%
2/2/2023 First Business Financial Services Inc.355,045$12.98M1.7%-1.5%4.212%
2/2/2023 Bailard Inc.10,143$371K0.0%N/A0.120%
2/1/2023 Legato Capital Management LLC5,919$216K0.0%N/A0.070%
1/20/2023 Thompson Investment Management Inc.6,020$220K0.0%N/A0.071%
11/16/2022 First Business Financial Services Inc.360,523$11.65M1.7%+1.6%4.277%
11/15/2022 Poehling Capital Management INC.58,327$1.89M0.8%-3.3%0.692%
11/15/2022 M3F Inc.309,444$10.00M3.5%+6.3%3.671%
11/15/2022 Martingale Asset Management L P6,821$221K0.0%N/A0.081%
11/15/2022 Federated Hermes Inc.31,057$1.00M0.0%-1.8%0.368%
11/14/2022 Renaissance Technologies LLC168,917$5.46M0.0%-18.0%2.004%
11/14/2022 Lazard Asset Management LLC1,404$45K0.0%+55.8%0.017%
11/14/2022 Hsbc Holdings PLC14,764$484K0.0%+11.7%0.175%
11/10/2022 Pacific Ridge Capital Partners LLC198,363$6.41M1.7%-3.2%2.353%
11/10/2022 Hillsdale Investment Management Inc.2,300$74K0.0%-11.5%0.027%
11/10/2022 Dimensional Fund Advisors LP516,545$16.69M0.0%+5.4%6.127%
11/8/2022 Riverwater Partners LLC7,467$241K0.2%-39.3%0.089%
11/7/2022 LSV Asset Management92,125$2.98M0.0%-12.1%1.093%
11/3/2022 The Manufacturers Life Insurance Company328,362$10.61M0.0%-4.6%3.895%
11/3/2022 Barclays PLC18,777$607K0.0%+2.0%0.223%
10/26/2022 Allspring Global Investments Holdings LLC2,825$91K0.0%N/A0.033%
10/24/2022 John W. Rosenthal Capital Management Inc.50,000$1.62M1.5%N/A0.590%
10/18/2022 Uncommon Cents Investing LLC35,425$1.15M0.5%+2.6%0.418%
8/15/2022 Johnson Financial Group Inc.44,387$1.38M0.1%+2,169.3%0.524%
8/15/2022 M3F Inc.291,171$9.08M2.9%+18.5%3.435%
8/12/2022 Banc Funds Co. LLC573,371$17.88M1.6%+11.4%6.761%
8/12/2022 Franklin Resources Inc.130,590$4.07M0.0%-2.2%1.541%
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8/11/2022 Trexquant Investment LP13,935$435K0.0%N/A0.164%
8/10/2022 Pacific Ridge Capital Partners LLC204,864$6.39M1.5%-32.5%2.417%
8/10/2022River Oaks Capital LLC127,200$3.97M4.3%+1.2%1.501%
8/8/2022 Baird Financial Group Inc.9,740$304K0.0%+5.4%0.115%
8/2/2022 First Business Financial Services Inc.354,963$11.07M1.5%+3.5%4.191%
8/1/2022 US Bancorp DE3,800$119K0.0%+90.0%0.045%
7/20/2022 Dorsey Wright & Associates1,288$40K0.0%N/A0.015%
7/15/2022 Uncommon Cents Investing LLC34,525$1.08M0.4%+18.3%0.408%
5/13/2022 EAM Investors LLC38,402$1.26M0.2%N/A0.453%
5/12/2022 Acadian Asset Management LLC67,789$2.22M0.0%+21.2%0.801%
(Data available from 1/1/2016 forward)

FBIZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FBIZ shares?

During the previous two years, 47 institutional investors and hedge funds held shares of First Business Financial Services. The most heavily invested institutionals were Dimensional Fund Advisors LP ($21.08M), Banc Funds Co. LLC ($16.77M), Vanguard Group Inc. ($13.54M), The Manufacturers Life Insurance Company ($11.53M), First Business Financial Services Inc. ($10.67M), M3F Inc. ($10.33M), and Pacific Ridge Capital Partners LLC ($6.37M).Learn more on FBIZ's institutional investors.

What percentage of First Business Financial Services stock is owned by institutional investors?

60.07% of First Business Financial Services stock is owned by institutional investors. Learn more on FBIZ's institutional investor holdings.

Which institutional investors have been buying First Business Financial Services stock?

Of the 39 institutional investors that purchased First Business Financial Services stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: M3F Inc. ($63.83K), Banc Funds Co. LLC ($58.50K), John W. Rosenthal Capital Management Inc. ($50K), Johnson Financial Group Inc. ($42.43K), Dimensional Fund Advisors LP ($37.02K), EA Series Trust ($31.91K), and First Business Financial Services Inc. ($25.94K).

How much institutional buying is happening at First Business Financial Services?

Institutional investors have bought a total of 519,639 shares in the last 24 months. This purchase volume represents approximately $16.61M in transactions.

Which First Business Financial Services major shareholders have been selling company stock?

Of the 25 institutional investors that sold First Business Financial Services stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Pacific Ridge Capital Partners LLC ($168.69K), Banc Funds Co. LLC ($114.68K), Cutler Capital Management LLC ($41.25K), The Manufacturers Life Insurance Company ($40.19K), Renaissance Technologies LLC ($37.15K), M3F Inc. ($26.96K), and First Trust Advisors LP ($24.77K).

How much institutional selling is happening at First Business Financial Services?

Institutional investors have sold a total of 562,693 shares in the last 24 months. This volume of shares sold represents approximately $19.13M in transactions.


This page (NASDAQ:FBIZ) was last updated on 5/17/2024 by MarketBeat.com Staff

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