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First Business Financial Services (FBIZ) Institutional Ownership

First Business Financial Services logo
$63.85 0.00 (0.00%)
Closing price 07/2/2026 04:00 PM Eastern
Extended Trading
$63.87 +0.02 (+0.03%)
As of 07/2/2026 05:39 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
76
Total
Institutional Inflows
(last 12 months)
$32.91M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$20.09M
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FBIZ Institutional Buying and Selling by Quarter

First Business Financial Services Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026NewEdge Advisors LLC4,276$231K0.0%N/A0.051%
5/19/2026Bank of America Corp DE24,024$1.30M0.0%+36.2%0.287%
5/18/2026Royal Bank of Canada31,022$1.67M0.0%-0.7%0.371%
5/18/2026Empowered Funds LLC41,982$2.26M0.0%+9.5%0.502%
5/16/2026The Manufacturers Life Insurance Company 244,795$13.20M0.0%-1.5%2.928%
5/16/2026Quantinno Capital Management LP13,359$720K0.0%+29.3%0.160%
5/16/2026Lazard Asset Management LLC16,773$905K0.0%+34.6%0.201%
5/14/2026Renaissance Technologies LLC122,465$6.61M0.0%-4.5%1.465%
5/13/2026First Trust Advisors LP29,413$1.59M0.0%-0.6%0.352%
5/7/2026Dimensional Fund Advisors LP499,716$26.95M0.0%+0.1%5.977%
5/5/2026Bank of New York Mellon Corp30,809$1.66M0.0%-1.6%0.368%
5/1/2026KLCM Advisors Inc.4,500$243K0.0%N/A0.054%
4/30/2026Hsbc Holdings PLC5,023$272K0.0%-6.8%0.060%
4/29/2026R Squared Ltd8,259$445K0.2%+15.2%0.099%
4/28/2026M3F Inc.29,685$1.60M0.4%-49.6%0.356%
4/21/2026Poehling Capital Management INC.25,615$1.38M0.3%-51.0%0.307%
3/20/2026Hsbc Holdings PLC5,390$291K0.0%-45.9%0.065%
2/19/2026Invesco Ltd.11,215$609K0.0%+19.7%0.135%
2/18/2026Mercer Global Advisors Inc. ADV4,029$219K0.0%N/A0.048%
2/18/2026Empowered Funds LLC38,327$2.08M0.0%+4.5%0.460%
2/18/2026Vista Investment Management52,737$2.86M0.9%+0.8%0.634%
2/18/2026Susquehanna Portfolio Strategies LLC3,720$202K0.0%-31.1%0.045%
2/18/2026Quadrature Capital Ltd4,604$250K0.0%N/A0.055%
2/18/2026Occudo Quantitative Strategies LP4,331$235K0.0%N/A0.052%
2/18/2026Millennium Management LLC34,194$1.86M0.0%-14.9%0.411%
2/18/2026Engineers Gate Manager LP6,177$335K0.0%-5.6%0.074%
2/18/2026Bridgeway Capital Management LLC73,727$4.00M0.1%+2.3%0.886%
2/17/2026AQR Capital Management LLC105,951$5.75M0.0%+26.7%1.273%
2/17/2026Lazard Asset Management LLC12,461$677K0.0%+6.9%0.150%
2/17/2026Trexquant Investment LP12,360$671K0.0%N/A0.149%
2/17/2026Jump Financial LLC5,113$278K0.0%-5.0%0.061%
2/17/2026Price T Rowe Associates Inc. MD4,768$259K0.0%+14.0%0.057%
2/17/2026Osaic Holdings Inc.10,307$560K0.0%-2.6%0.124%
2/17/2026State of Wisconsin Investment Board9,576$520K0.0%+64.7%0.115%
2/17/2026Royal Bank of Canada31,244$1.70M0.0%+16.4%0.376%
2/16/2026Kennedy Capital Management LLC25,277$1.37M0.0%+29.5%0.304%
2/16/2026Barclays PLC28,454$1.55M0.0%+6.2%0.342%
2/13/2026The Manufacturers Life Insurance Company 248,437$13.49M0.0%-2.5%2.986%
2/13/2026Stifel Financial Corp23,035$1.25M0.0%+1.2%0.277%
2/13/2026First Trust Advisors LP29,597$1.61M0.0%-2.2%0.356%
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2/13/2026Charles Schwab Investment Management Inc.24,675$1.34M0.0%+11.3%0.297%
2/13/2026Police & Firemen s Retirement System of New Jersey1,798$98K0.0%-28.6%0.022%
2/13/2026State Street Corp158,055$8.58M0.0%-0.6%1.900%
2/13/2026Ieq Capital LLC7,998$434K0.0%+12.3%0.096%
2/13/2026De Lisle Partners LLP96,812$5.26M0.7%+3.4%1.164%
2/13/2026Wells Fargo & Company MN8,995$488K0.0%+47.0%0.108%
2/12/2026Jane Street Group LLC5,061$275K0.0%N/A0.061%
2/12/2026Banc Funds Co. LLC166,224$9.03M1.8%-14.1%1.998%
2/12/2026Renaissance Technologies LLC128,265$6.97M0.0%-9.4%1.542%
2/12/2026Dimensional Fund Advisors LP499,376$27.12M0.0%-1.2%6.002%
2/12/2026EntryPoint Capital LLC3,721$202K0.1%-13.7%0.045%
2/12/2026Integrated Quantitative Investments LLC9,182$499K0.1%N/A0.110%
2/12/2026Federated Hermes Inc.104,764$5.69M0.0%+45.8%1.259%
2/11/2026Empowered Funds LLC38,327$2.08M0.0%+4.5%0.460%
2/11/2026Franklin Resources Inc.18,097$983K0.0%-18.5%0.217%
2/10/2026Goldman Sachs Group Inc.52,595$2.86M0.0%+6.7%0.632%
2/10/2026Eurizon Capital SGR S.p.A.2,846$156K0.0%N/A0.034%
2/10/2026Hillsdale Investment Management Inc.83,071$4.51M0.1%-1.1%0.998%
2/9/2026Geode Capital Management LLC235,050$12.77M0.0%+2.8%2.825%
2/6/2026Legato Capital Management LLC8,404$456K0.0%N/A0.101%
2/6/2026LSV Asset Management134,127$7.28M0.0%+7.8%1.612%
2/6/2026Poehling Capital Management INC.52,327$2.84M0.6%-10.3%0.629%
2/6/2026First Business Financial Services Inc.361,311$19.62M1.8%-3.5%4.343%
2/6/2026GSA Capital Partners LLP30,210$1.64M0.1%+149.1%0.363%
2/4/2026Pacific Ridge Capital Partners LLC140,455$7.63M1.7%-2.9%1.688%
1/30/2026R Squared Ltd7,168$389K0.2%N/A0.086%
1/27/2026Wealth Enhancement Trust Services Inc.8,510$462K0.1%N/A0.102%
1/26/2026CWM LLC4,927$268K0.0%+10.9%0.059%
1/23/2026State of Alaska Department of Revenue905$48K0.0%+174.2%0.011%
1/21/2026Daytona Street Capital LLC30,790$1.67M1.1%N/A0.370%
1/15/2026Uncommon Cents Investing LLC34,743$1.89M0.5%+0.8%0.418%
1/9/2026SG Americas Securities LLC2,751$149K0.0%N/A0.033%
1/8/2026Wealth Enhancement Advisory Services LLC14,635$798K0.0%+2.1%0.176%
1/1/2026JPMorgan Chase & Co.16,185$830K0.0%+55.7%0.195%
11/17/2025Jacobs Levy Equity Management Inc.7,648$392K0.0%-6.0%0.092%
11/17/2025Virtus Advisers LLC2,133$109K0.1%N/A0.026%
11/17/2025Qube Research & Technologies Ltd34,578$1.77M0.0%+58.1%0.415%
11/17/2025Northwestern Mutual Wealth Management Co.652$33K0.0%N/A0.008%
11/17/2025Millennium Management LLC40,174$2.06M0.0%+38.9%0.483%
11/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.3,619$186K0.0%-16.8%0.043%
11/17/2025Banc Funds Co. LLC193,524$9.92M1.7%-26.8%2.325%
11/17/2025Bank of America Corp DE13,313$682K0.0%+94.5%0.160%
11/17/2025Alliancebernstein L.P.71,334$3.66M0.0%-0.7%0.857%
11/17/2025Ameriprise Financial Inc.49,509$2.54M0.0%+10.6%0.595%
11/14/2025Creative Planning13,125$673K0.0%+9.5%0.158%
11/14/2025Lazard Asset Management LLC11,662$598K0.0%-6.0%0.140%
11/14/2025Two Sigma Investments LP46,207$2.37M0.0%+14.7%0.555%
11/14/2025Bridgeway Capital Management LLC72,061$3.69M0.1%-12.0%0.866%
11/13/2025Kennedy Capital Management LLC19,525$1.00M0.0%N/A0.235%
11/13/2025Johnson Financial Group Inc.3,260$167K0.0%N/A0.039%
PH: Do THESE 4 things to your bank account now … (Ad)

In a few short months, the US government could gain unprecedented powers over personal bank accounts - including the ability to track every transaction or freeze funds. Martin D. Weiss, PhD, founder of Weiss Ratings, has identified 4 simple steps Americans can take today to help safeguard their savings before any changes take effect.tc pixel

Discover all 4 steps to help protect your bank account now
11/13/2025BNP Paribas Financial Markets4,435$227K0.0%+124.2%0.053%
11/13/2025Franklin Resources Inc.22,213$1.14M0.0%+1.1%0.267%
11/13/2025Russell Investments Group Ltd.6,087$312K0.0%+13.6%0.073%
11/13/2025First Trust Advisors LP30,258$1.55M0.0%+469.9%0.364%
11/12/2025Barclays PLC26,789$1.37M0.0%-10.3%0.322%
11/12/2025Dimensional Fund Advisors LP505,577$25.92M0.0%-0.7%6.074%
11/12/2025M3F Inc.66,477$3.41M1.0%-31.2%0.799%
11/12/2025Pacific Ridge Capital Partners LLC144,623$7.41M1.6%-2.2%1.737%
11/10/2025Semanteon Capital Management LP5,102$262K0.3%+11.4%0.061%
11/10/2025Hillsdale Investment Management Inc.83,971$4.30M0.1%-19.3%1.009%


FBIZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 118 institutional investors and hedge funds held shares of First Business Financial Services. The most heavily invested institutionals were Dimensional Fund Advisors LP ($26.95M), Vanguard Group Inc. ($24.69M), First Business Financial Services Inc. ($19.62M), The Manufacturers Life Insurance Company ($13.20M), Geode Capital Management LLC ($12.77M), Banc Funds Co. LLC ($9.03M), and American Century Companies Inc. ($8.69M).Learn more on First Business Financial Services' institutional investors.

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

Of the 103 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: American Century Companies Inc. ($93.47K), Invesco Ltd. ($86.87K), Vanguard Group Inc. ($79.75K), Hillsdale Investment Management Inc. ($73.43K), JPMorgan Chase & Co. ($55.59K), LSV Asset Management ($48.10K), and First Business Financial Services Inc. ($44.97K).

Institutional investors have bought a total of 628,835 shares in the last 24 months. This purchase volume represents approximately $32.91M in transactions.

Of the 37 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: Banc Funds Co. LLC ($98.25K), M3F Inc. ($59.34K), First Business Financial Services Inc. ($33.18K), Poehling Capital Management INC. ($32.71K), Franklin Resources Inc. ($23.36K), Hillsdale Investment Management Inc. ($21K), and Renaissance Technologies LLC ($19.10K).

Institutional investors have sold a total of 383,317 shares in the last 24 months. This volume of shares sold represents approximately $20.09M in transactions.


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This page (NASDAQ:FBIZ) was last updated on 7/5/2026 by MarketBeat.com Staff.
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