First Business Financial Services (FBIZ) Institutional Ownership

$45.69

+2.20 (+5.06%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 60.07%
Number of Institutional Buyers (last 12 months): 22
Total Institutional Inflows (last 12 months): $4.24M

Number of Institutional Sellers (last 12 months): 16
Total Institutional Outflows (last 12 months): $2.57M

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FBIZ Institutional Buying and Selling by Quarter

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First Business Financial Services Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Bank of New York Mellon Corp	37,891	$1.40M	0.0%	+5.6%	0.457%
7/19/2024	Riverwater Partners LLC	12,895	$477K	0.4%	-9.7%	0.156%
5/16/2024	California State Teachers Retirement System	790	$30K	0.0%	-38.9%	0.010%
5/15/2024	Price T Rowe Associates Inc. MD	18,946	$711K	0.0%	+2.8%	0.229%
5/15/2024	Lazard Asset Management LLC	1,604	$60K	0.0%	N/A	0.019%
5/15/2024	Quadrature Capital Ltd	6,674	$247K	0.0%	N/A	0.081%
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5/10/2024	Vanguard Group Inc.	361,070	$13.54M	0.0%	+2.1%	4.356%
5/9/2024	Pacific Ridge Capital Partners LLC	169,903	$6.37M	1.4%	+1.7%	2.050%
5/7/2024	SG Americas Securities LLC	2,761	$104K	0.0%	-35.5%	0.033%
5/7/2024	Empowered Funds LLC	41,101	$1.54M	0.0%	+7.8%	0.496%
5/1/2024	BNP Paribas Financial Markets	3,930	$147K	0.0%	+73.1%	0.047%
2/14/2024	Vista Investment Management	52,410	$2.10M	1.0%	+0.6%	0.631%
2/14/2024	Cutler Capital Management LLC	152,514	$6.12M	2.5%	+0.2%	1.835%
2/13/2024	Tower Research Capital LLC TRC	762	$31K	0.0%	-47.3%	0.009%
2/13/2024	The Manufacturers Life Insurance Company	287,596	$11.53M	0.0%	-3.9%	3.461%
2/12/2024	Pacific Ridge Capital Partners LLC	167,009	$6.70M	1.4%	-1.3%	2.010%
2/7/2024	Dimensional Fund Advisors LP	525,683	$21.08M	0.0%	-0.1%	6.326%
2/1/2024	New York State Common Retirement Fund	3,866	$155K	0.0%	+70.7%	0.047%
1/31/2024	Federated Hermes Inc.	65,483	$2.63M	0.0%	+3.9%	0.788%
1/18/2024	Uncommon Cents Investing LLC	36,255	$1.45M	0.5%	+4.3%	0.436%
1/12/2024	SG Americas Securities LLC	4,280	$172K	0.0%	+28.1%	0.052%
1/11/2024	1834 Investment Advisors Co.	6,419	$257K	0.0%	N/A	0.077%
1/5/2024	Riverwater Partners LLC	14,490	$581K	0.5%	+2.7%	0.174%
11/14/2023	First Business Financial Services Inc.	355,552	$10.67M	1.4%	-2.0%	4.279%
11/13/2023	Federated Hermes Inc.	63,039	$1.89M	0.0%	-1.2%	0.759%
11/13/2023	Hsbc Holdings PLC	14,287	$423K	0.0%	-3.2%	0.172%
11/13/2023	Pacific Ridge Capital Partners LLC	169,134	$5.08M	1.2%	+2.7%	2.035%
11/7/2023	Barclays PLC	19,726	$592K	0.0%	-1.9%	0.237%
10/27/2023	Allspring Global Investments Holdings LLC	1,669	$50K	0.0%	-49.7%	0.020%
10/27/2023	River Oaks Capital LLC	94,600	$2.84M	4.2%	-2.7%	1.137%
10/18/2023	Riverwater Partners LLC	14,108	$423K	0.4%	+88.9%	0.170%
10/13/2023	SG Americas Securities LLC	3,342	$100K	0.0%	N/A	0.040%
8/15/2023	Vista Investment Management	52,232	$1.54M	0.8%	+5.9%	0.628%
8/11/2023	Hotchkis & Wiley Capital Management LLC	84,069	$2.48M	0.0%	+17.3%	1.010%
8/11/2023	The Manufacturers Life Insurance Company	308,993	$9.11M	0.0%	+0.2%	3.714%
8/11/2023	Cutler Capital Management LLC	104,175	$3.07M	1.8%	-28.4%	1.252%
8/7/2023	Acadian Asset Management LLC	52,398	$1.54M	0.0%	-5.4%	0.630%
8/7/2023	First Business Financial Services Inc.	362,895	$10.70M	1.3%	+2.4%	4.362%
8/3/2023	John W. Rosenthal Capital Management Inc.	45,000	$1.33M	1.7%	-10.0%	0.541%
8/2/2023	Bank of Montreal Can	18,111	$576K	0.0%	N/A	0.218%
Get out of cash before the Fed's next meeting (Ad) "How I 6X-ed my wife's 401K in 1 year" At the peak of the dot-com boom, a former hedge fund manager put all $20,000 of his wife's 401k into shares of just ONE stock. Everyone on Wall Street said he was crazy. But a year later, that $20,000 in his wife's account was worth $120,000. Today, he says: "If you thought the dot-com mania was intense, what's about to happen in the coming weeks could be even crazier and could open up a new window of opportunity for 500%-plus gains." Click here now to watch this exclusive interview
8/2/2023	LSV Asset Management	109,225	$3.22M	0.0%	+2.6%	1.313%
7/27/2023	EA Series Trust	31,914	$941K	0.0%	N/A	0.385%
5/12/2023	Johnson Financial Group Inc.	21,216	$647K	0.0%	-8.4%	0.256%
5/12/2023	Cutler Capital Management LLC	145,425	$4.44M	2.0%	+7.1%	1.754%
5/12/2023	Martingale Asset Management L P	14,625	$446K	0.0%	+94.4%	0.176%
5/11/2023	Acadian Asset Management LLC	55,398	$1.69M	0.0%	-21.1%	0.668%
5/9/2023	First Business Financial Services Inc.	354,515	$10.82M	1.4%	-0.1%	4.276%
5/8/2023	Federated Hermes Inc.	64,918	$1.98M	0.0%	+41.4%	0.783%
5/8/2023	Bailard Inc.	13,347	$407K	0.0%	+31.6%	0.161%
5/4/2023	Barclays PLC	22,442	$685K	0.0%	+9.0%	0.269%
5/2/2023	LSV Asset Management	106,425	$3.25M	0.0%	+15.9%	1.275%
5/2/2023	River Oaks Capital LLC	110,100	$3.36M	4.7%	-9.6%	1.319%
4/28/2023	SG Americas Securities LLC	3,356	$102K	0.0%	N/A	0.040%
4/13/2023	Allspring Global Investments Holdings LLC	3,222	$98K	0.0%	+16.6%	0.039%
2/14/2023	Dorsey Wright & Associates	794	$29K	0.0%	N/A	0.009%
2/14/2023	Pacific Ridge Capital Partners LLC	137,005	$5.01M	1.2%	-30.9%	1.625%
2/13/2023	Johnson Financial Group Inc.	23,172	$847K	0.1%	-47.8%	0.275%
2/13/2023	The Manufacturers Life Insurance Company	315,724	$11.54M	0.0%	-3.8%	3.745%
2/13/2023	Martingale Asset Management L P	7,524	$275K	0.0%	+10.3%	0.089%
2/13/2023	Banc Funds Co. LLC	458,694	$16.77M	1.5%	-20.0%	5.441%
2/10/2023	M3F Inc.	282,489	$10.33M	3.2%	-8.7%	3.351%
2/9/2023	First Trust Advisors LP	24,920	$911K	0.0%	-49.9%	0.296%
2/9/2023	Dimensional Fund Advisors LP	527,091	$19.27M	0.0%	+2.0%	6.252%
2/8/2023	LSV Asset Management	91,845	$3.36M	0.0%	-0.3%	1.090%
2/3/2023	River Oaks Capital LLC	121,800	$4.45M	5.1%	-4.2%	1.445%
2/3/2023	Mendota Financial Group LLC	800	$29K	0.0%	N/A	0.009%
2/2/2023	First Business Financial Services Inc.	355,045	$12.98M	1.7%	-1.5%	4.212%
2/2/2023	Bailard Inc.	10,143	$371K	0.0%	N/A	0.120%
2/1/2023	Legato Capital Management LLC	5,919	$216K	0.0%	N/A	0.070%
1/20/2023	Thompson Investment Management Inc.	6,020	$220K	0.0%	N/A	0.071%
11/16/2022	First Business Financial Services Inc.	360,523	$11.65M	1.7%	+1.6%	4.277%
11/15/2022	Poehling Capital Management INC.	58,327	$1.89M	0.8%	-3.3%	0.692%
11/15/2022	M3F Inc.	309,444	$10.00M	3.5%	+6.3%	3.671%
11/15/2022	Martingale Asset Management L P	6,821	$221K	0.0%	N/A	0.081%
11/15/2022	Federated Hermes Inc.	31,057	$1.00M	0.0%	-1.8%	0.368%
11/14/2022	Renaissance Technologies LLC	168,917	$5.46M	0.0%	-18.0%	2.004%
11/14/2022	Lazard Asset Management LLC	1,404	$45K	0.0%	+55.8%	0.017%
11/14/2022	Hsbc Holdings PLC	14,764	$484K	0.0%	+11.7%	0.175%
11/10/2022	Pacific Ridge Capital Partners LLC	198,363	$6.41M	1.7%	-3.2%	2.353%
11/10/2022	Hillsdale Investment Management Inc.	2,300	$74K	0.0%	-11.5%	0.027%
11/10/2022	Dimensional Fund Advisors LP	516,545	$16.69M	0.0%	+5.4%	6.127%
11/8/2022	Riverwater Partners LLC	7,467	$241K	0.2%	-39.3%	0.089%
11/7/2022	LSV Asset Management	92,125	$2.98M	0.0%	-12.1%	1.093%
11/3/2022	The Manufacturers Life Insurance Company	328,362	$10.61M	0.0%	-4.6%	3.895%
11/3/2022	Barclays PLC	18,777	$607K	0.0%	+2.0%	0.223%
10/26/2022	Allspring Global Investments Holdings LLC	2,825	$91K	0.0%	N/A	0.033%
10/24/2022	John W. Rosenthal Capital Management Inc.	50,000	$1.62M	1.5%	N/A	0.590%
10/18/2022	Uncommon Cents Investing LLC	35,425	$1.15M	0.5%	+2.6%	0.418%
8/15/2022	Johnson Financial Group Inc.	44,387	$1.38M	0.1%	+2,169.3%	0.524%
8/15/2022	M3F Inc.	291,171	$9.08M	2.9%	+18.5%	3.435%
Get out of cash before the Fed's next meeting (Ad) "How I 6X-ed my wife's 401K in 1 year" At the peak of the dot-com boom, a former hedge fund manager put all $20,000 of his wife's 401k into shares of just ONE stock. Everyone on Wall Street said he was crazy. But a year later, that $20,000 in his wife's account was worth $120,000. Today, he says: "If you thought the dot-com mania was intense, what's about to happen in the coming weeks could be even crazier and could open up a new window of opportunity for 500%-plus gains." Click here now to watch this exclusive interview
8/12/2022	Banc Funds Co. LLC	573,371	$17.88M	1.6%	+11.4%	6.761%
8/12/2022	Franklin Resources Inc.	130,590	$4.07M	0.0%	-2.2%	1.541%
8/11/2022	Trexquant Investment LP	13,935	$435K	0.0%	N/A	0.164%
8/10/2022	Pacific Ridge Capital Partners LLC	204,864	$6.39M	1.5%	-32.5%	2.417%
8/10/2022	River Oaks Capital LLC	127,200	$3.97M	4.3%	+1.2%	1.501%
8/8/2022	Baird Financial Group Inc.	9,740	$304K	0.0%	+5.4%	0.115%
8/2/2022	First Business Financial Services Inc.	354,963	$11.07M	1.5%	+3.5%	4.191%
8/1/2022	US Bancorp DE	3,800	$119K	0.0%	+90.0%	0.045%
7/20/2022	Dorsey Wright & Associates	1,288	$40K	0.0%	N/A	0.015%
7/15/2022	Uncommon Cents Investing LLC	34,525	$1.08M	0.4%	+18.3%	0.408%

(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, 48 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 40 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 515,019 shares in the last 24 months. This purchase volume represents approximately $16.47M 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 564,073 shares in the last 24 months. This volume of shares sold represents approximately $19.18M in transactions.