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First Business Financial Services Ownership | Who Owns First Business Financial Services?

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First Business Financial Services Ownership Summary

First Business Financial Services is owned by 64.22% institutional investors, 5.18% insiders, and 30.61% retail investors. Blackrock is the largest institutional shareholder, holding 8.39% of FBIZ shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.82% of its assets in First Business Financial Services shares.

FBIZ Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockFirst Business Financial Services64.22%5.18%30.61%
SectorFinancial Services Stocks 43.20%12.55%44.25%
IndustryRegional Banks Stocks49.46%11.62%38.92%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv234.31K2.82%-
iShares Russell 2000 ETF228.14K2.75%-518.00
Pacific Ridge Capital Ptnrs Micro Cp Val151.21K1.82%1.78K
JHancock Regional Bank A149.50K1.80%-1.98K
DFA US Small Cap Value I136.70K1.65%-
Vanguard Institutional Extnd Mkt Idx Tr117.90K1.42%3.76K
JH Financial Opportunities91.86K1.11%-
Franklin Mutual Small-Mid Cap Val A84.20K1.02%-
Fidelity Small Cap Index80.75K0.97%-2.10K
DFA US Targeted Value I79.56K0.96%-1.28K

Recent Insider Transactions

DateNameRoleActivityValue
Nov 07, 2024CHAMBAS COREY A CEOSell$1.95M
Oct 31, 2024Hartlieb James Edward Pres&CEO First Business BankSell$273.73K
Oct 30, 2024Sanders Carol P-Buy$4.56K
Oct 30, 2024Sanders Carol P-Buy$1.44K
Aug 23, 2024Ovokaitys Daniel Chief Information OfficerSell$47.89K

Insider Transactions Trends

DateBuySell
2024 Q422
2024 Q313
2024 Q232
2024 Q13-
2023 Q42-

FBIZ Ownership FAQ

Who Owns First Business Financial Services?

First Business Financial Services shareholders are primarily institutional investors at 64.22%, followed by 5.18% insiders and 30.60% retail investors. The average institutional ownership in First Business Financial Services's industry, Regional Banks Stocks, is 49.46%, which First Business Financial Services exceeds.

Who owns the most shares of First Business Financial Services?

First Business Financial Services’s largest shareholders are Blackrock (680.51K shares, 8.39%), Dimensional fund advisors lp (537.81K shares, 6.63%), and Banc funds (439.53K shares, 5.42%). Together, they hold 20.45% of First Business Financial Services’s total shares outstanding.

Does Blackrock own First Business Financial Services?

Yes, BlackRock owns 8.39% of First Business Financial Services, totaling 680.51K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 25.17M$. In the last quarter, BlackRock increased its holdings by 15.94K shares, a 2.40% change.

Who is First Business Financial Services’s biggest shareholder by percentage of total assets invested?

M3f is First Business Financial Services’s biggest shareholder by percentage of total assets invested, with 2.99% of its assets in 218.08K First Business Financial Services shares, valued at 8.07M$.

Who is the top mutual fund holder of First Business Financial Services shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of First Business Financial Services shares, with 2.82% of its total shares outstanding invested in 234.31K First Business Financial Services shares.

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