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First Business Financial Services (FBIZ) Institutional Ownership

First Business Financial Services logo
$71.44 -0.39 (-0.54%)
Closing price 04:00 PM Eastern
Extended Trading
$71.47 +0.03 (+0.04%)
As of 04:10 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)
73
Total
Institutional Inflows
(last 12 months)
$116.42M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$17.76M
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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
8/14/2026Canada Pension Plan Investment Board6,400$404K0.0%N/A0.076%
8/14/2026Legal & General Group Plc804$51K0.0%N/A0.010%
8/14/2026The Manufacturers Life Insurance Company 243,005$15.35M0.0%N/A2.904%
8/14/2026Jones Financial Companies Lllp3,702$234K0.0%N/A0.044%
8/14/2026 Algert Global LLC3,584$226K0.0%N/A0.043%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.12,193$770K0.0%N/A0.146%
8/12/2026 Vista Investment Management52,349$3.31M1.0%N/A0.625%
8/12/2026 De Lisle Partners LLP98,812$6.26M0.7%N/A1.181%
8/12/2026 Ieq Capital LLC13,499$853K0.0%N/A0.161%
8/7/2026 BlackRock Inc.928,380$58.65M0.0%N/A11.092%
8/7/2026 Deutsche Bank AG7,890$498K0.0%N/A0.094%
8/6/2026 Bank of New York Mellon Corp32,634$2.06M0.0%N/A0.390%
8/6/2026 GSA Capital Partners LLP19,167$1.21M0.1%N/A0.229%
6/3/2026 NewEdge 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 Company244,795$13.20M0.0%-1.5%2.928%
5/16/2026 Quantinno Capital Management LP13,359$720K0.0%+29.3%0.160%
5/16/2026Lazard Asset Management LLC16,773$905K0.0%+34.6%0.201%
5/14/2026 Renaissance Technologies LLC122,465$6.61M0.0%-4.5%1.465%
5/13/2026 First Trust Advisors LP29,413$1.59M0.0%-0.6%0.352%
5/7/2026 Dimensional Fund Advisors LP499,716$26.95M0.0%+0.1%5.977%
5/5/2026 Bank of New York Mellon Corp30,809$1.66M0.0%-1.6%0.368%
5/1/2026 KLCM Advisors Inc.4,500$243K0.0%N/A0.054%
4/30/2026Hsbc Holdings PLC5,023$272K0.0%-6.8%0.060%
4/29/2026 R Squared Ltd8,259$445K0.2%+15.2%0.099%
4/28/2026 M3F Inc.29,685$1.60M0.4%-49.6%0.356%
4/21/2026 Poehling 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%
2/18/2026 Mercer Global Advisors Inc. ADV4,029$219K0.0%N/A0.048%
2/18/2026Empowered Funds LLC38,327$2.08M0.0%+4.5%0.460%
2/18/2026 Vista Investment Management52,737$2.86M0.9%+0.8%0.634%
2/18/2026Susquehanna Portfolio Strategies LLC3,720$202K0.0%-31.1%0.045%
2/18/2026 Quadrature Capital Ltd4,604$250K0.0%N/A0.055%
2/18/2026 Occudo 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%
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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%
2/17/2026 Jump 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%
2/13/2026 Stifel Financial Corp23,035$1.25M0.0%+1.2%0.277%
2/13/2026 First Trust Advisors LP29,597$1.61M0.0%-2.2%0.356%
2/13/2026Charles Schwab Investment Management Inc.24,675$1.34M0.0%+11.3%0.297%
2/13/2026 Police & Firemen s Retirement System of New Jersey1,798$98K0.0%-28.6%0.022%
2/13/2026 State Street Corp158,055$8.58M0.0%-0.6%1.900%
2/13/2026 Ieq Capital LLC7,998$434K0.0%+12.3%0.096%
2/13/2026 De 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%
2/12/2026 Banc Funds Co. LLC166,224$9.03M1.8%-14.1%1.998%
2/12/2026 Renaissance Technologies LLC128,265$6.97M0.0%-9.4%1.542%
2/12/2026 Dimensional Fund Advisors LP499,376$27.12M0.0%-1.2%6.002%
2/12/2026 EntryPoint Capital LLC3,721$202K0.1%-13.7%0.045%
2/12/2026Integrated Quantitative Investments LLC9,182$499K0.1%N/A0.110%
2/12/2026 Federated Hermes Inc.104,764$5.69M0.0%+45.8%1.259%
2/11/2026Empowered Funds LLC38,327$2.08M0.0%+4.5%0.460%
2/11/2026 Franklin 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%
2/10/2026 Eurizon Capital SGR S.p.A.2,846$156K0.0%N/A0.034%
2/10/2026 Hillsdale Investment Management Inc.83,071$4.51M0.1%-1.1%0.998%
2/9/2026 Geode Capital Management LLC235,050$12.77M0.0%+2.8%2.825%
2/6/2026 Legato Capital Management LLC8,404$456K0.0%N/A0.101%
2/6/2026 LSV Asset Management134,127$7.28M0.0%+7.8%1.612%
2/6/2026 Poehling Capital Management INC.52,327$2.84M0.6%-10.3%0.629%
2/6/2026 First Business Financial Services Inc.361,311$19.62M1.8%-3.5%4.343%
2/6/2026 GSA Capital Partners LLP30,210$1.64M0.1%+149.1%0.363%
2/4/2026 Pacific Ridge Capital Partners LLC140,455$7.63M1.7%-2.9%1.688%
1/30/2026 R Squared Ltd7,168$389K0.2%N/A0.086%
1/27/2026 Wealth Enhancement Trust Services Inc.8,510$462K0.1%N/A0.102%
1/26/2026CWM LLC4,927$268K0.0%+10.9%0.059%
1/23/2026 State of Alaska Department of Revenue905$48K0.0%+174.2%0.011%
1/21/2026 Daytona Street Capital LLC30,790$1.67M1.1%N/A0.370%
1/15/2026 Uncommon Cents Investing LLC34,743$1.89M0.5%+0.8%0.418%
1/9/2026 SG Americas Securities LLC2,751$149K0.0%N/A0.033%
1/8/2026 Wealth Enhancement Advisory Services LLC14,635$798K0.0%+2.1%0.176%
1/1/2026 JPMorgan 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%
11/17/2025 Virtus Advisers LLC2,133$109K0.1%N/A0.026%
11/17/2025Qube Research & Technologies Ltd34,578$1.77M0.0%+58.1%0.415%
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11/17/2025 Northwestern 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%
11/17/2025 Banc 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%
11/14/2025 Creative 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%


FBIZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 123 institutional investors and hedge funds held shares of First Business Financial Services. The most heavily invested institutionals were BlackRock Inc. ($58.65M), Dimensional Fund Advisors LP ($26.95M), Vanguard Group Inc. ($24.69M), First Business Financial Services Inc. ($19.62M), The Manufacturers Life Insurance Company ($15.35M), Geode Capital Management LLC ($12.77M), and Banc Funds Co. LLC ($9.03M).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 108 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: BlackRock Inc. ($928.38K), The Manufacturers Life Insurance Company ($243.01K), De Lisle Partners LLP ($139.94K), American Century Companies Inc. ($93.47K), Invesco Ltd. ($86.87K), Vanguard Group Inc. ($79.75K), and Hillsdale Investment Management Inc. ($73.43K).

Institutional investors have bought a total of 1,926,086 shares in the last 24 months. This purchase volume represents approximately $116.42M in transactions.

Of the 32 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), Hillsdale Investment Management Inc. ($21K), Renaissance Technologies LLC ($19.10K), and Bridgeway Capital Management LLC ($14.91K).

Institutional investors have sold a total of 337,414 shares in the last 24 months. This volume of shares sold represents approximately $17.76M in transactions.


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Institutional ownership data for NASDAQ:FBIZ is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/14/2026. New 13F filings are added each quarter as they're published.
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