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First Business Financial Services (FBIZ) Institutional Ownership

First Business Financial Services logo
$56.46 +0.92 (+1.66%)
Closing price 04:00 PM Eastern
Extended Trading
$56.49 +0.03 (+0.05%)
As of 05:41 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)
79
Total
Institutional Inflows
(last 12 months)
$38.91M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$23.07M
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Skip Chart & View Institutional Buying and Selling Data

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
5/5/2026Bank 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%
4/30/2026 Hsbc 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%
3/20/2026 Hsbc 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%
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%
2/13/2026State 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%
2/10/2026 Hillsdale 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%
2/6/2026 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%
2/6/2026GSA 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%
1/30/2026 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%
1/1/2026JPMorgan 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%
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%
11/12/2025 M3F 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%
11/10/2025 Hillsdale Investment Management Inc.83,971$4.30M0.1%-19.3%1.009%
11/7/2025CenterBook Partners LP10,390$533K0.0%N/A0.125%
11/7/2025Vista Investment Management52,328$2.68M0.9%-2.1%0.629%
11/7/2025GSA Capital Partners LLP12,127$622K0.1%N/A0.146%
11/7/2025Vanguard Group Inc.481,681$24.69M0.0%+6.8%5.787%
11/7/2025JPMorgan Chase & Co.16,185$830K0.0%+55.7%0.194%
11/6/2025LSV Asset Management124,389$6.38M0.0%+44.6%1.494%
11/6/2025Rhumbline Advisers11,456$587K0.0%-1.9%0.138%
11/5/2025Alps Advisors Inc.8,800$451K0.0%N/A0.106%
11/4/2025 Principal Financial Group Inc.7,985$409K0.0%N/A0.096%
11/3/2025Federated Hermes Inc.71,865$3.68M0.0%+0.9%0.863%


FBIZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FBIZ shares?

During the previous two years, 117 institutional investors and hedge funds held shares of First Business Financial Services. The most heavily invested institutionals were Dimensional Fund Advisors LP ($27.12M), Vanguard Group Inc. ($24.69M), First Business Financial Services Inc. ($19.62M), The Manufacturers Life Insurance Company ($13.49M), 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.

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 101 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), Vanguard Group Inc. ($87.25K), Invesco Ltd. ($86.87K), Hillsdale Investment Management Inc. ($73.43K), JPMorgan Chase & Co. ($55.59K), LSV Asset Management ($48.10K), and First Business Financial Services Inc. ($44.97K).

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

Institutional investors have bought a total of 759,318 shares in the last 24 months. This purchase volume represents approximately $38.91M in transactions.

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

Of the 43 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. ($62.87K), First Business Financial Services Inc. ($33.18K), Poehling Capital Management INC. ($32.71K), Invesco Ltd. ($26.85K), Franklin Resources Inc. ($23.36K), and Hillsdale Investment Management Inc. ($21K).

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

Institutional investors have sold a total of 448,011 shares in the last 24 months. This volume of shares sold represents approximately $23.07M in transactions.


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