First Business Financial Services Ownership | Who Owns First Business Financial Services?
First Business Financial Services Ownership Summary
First Business Financial Services is owned by 65.67% institutional investors, 5.06% insiders, and 29.26% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 10.71% of FBIZ shares. iShares Russell 2000 ETF is the top mutual fund, with 2.87% of its assets in First Business Financial Services shares.
FBIZ Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | First Business Financial Services | 65.67% | 5.06% | 29.26% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Regional Banks Stocks | 42.21% | 12.07% | 45.72% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 869.09K | 10.71% | $40.23M |
| Blackrock | 680.51K | 8.39% | $25.17M |
| Dimensional fund advisors lp | 538.80K | 6.64% | $24.94M |
| Vanguard group | 400.03K | 4.93% | $18.52M |
| First business financial services | 376.09K | 4.64% | $17.41M |
| Banc funds | 333.44K | 4.11% | $15.44M |
| Manufacturers life insurance company, the | 263.70K | 3.25% | $12.21M |
| Geode capital management | 171.57K | 2.12% | $7.94M |
| Pacific ridge capital partners | 157.76K | 1.95% | $7.30M |
| Cutler capital management | 153.20K | 1.89% | $7.09M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Cutler capital management | 153.20K | 2.44% | $7.09M |
| John w. rosenthal capital management | 45.00K | 1.93% | $2.08M |
| First business financial services | 376.09K | 1.72% | $17.41M |
| Banc funds | 333.44K | 1.70% | $15.44M |
| Pacific ridge capital partners | 157.76K | 1.68% | $7.30M |
| M3f | 97.15K | 1.30% | $4.50M |
| Vista investment management | 55.36K | 0.97% | $2.56M |
| Poehling capital management | 58.33K | 0.59% | $2.16M |
| Uncommon cents investing | 36.22K | 0.50% | $1.68M |
| De lisle partners llp | 70.87K | 0.48% | $3.27M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 869.09K | 0.00% | 144.64K |
| Invesco | 84.62K | 0.00% | 84.62K |
| Hillsdale investment management | 52.64K | 0.12% | 49.63K |
| American century companies | 111.98K | 0.00% | 33.96K |
| Jpmorgan chase | 50.02K | 0.00% | 25.55K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Banc funds | 333.44K | 1.70% | -68.18K |
| M3f | 97.15K | 1.30% | -57.15K |
| Segall bryant & hamill | - | - | -36.34K |
| Franklin resources | 57.83K | 0.00% | -31.24K |
| Eam investors | - | - | -15.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Pdt partners | 5.77K | 0.02% | 5.77K | $267.23K |
| First trust advisors lp | 5.01K | 0.00% | 5.01K | $232.10K |
| Aqr capital management | 4.71K | 0.00% | 4.71K | $218.07K |
| Susquehanna group, llp | 4.68K | - | 4.68K | $216.73K |
| Virtus investment advisers | 2.05K | 0.07% | 2.05K | $94.89K |
Sold Out
| Holder | Change |
|---|---|
| Innealta capital | -1.00 |
| Nelson, van denburg & campbell wealth management group | -2.00 |
| Srs capital advisors | -2.00 |
| Allspring global investments | -12.00 |
| Capital performance advisors llp | -23.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 92 | -2.13% | 5,326,728 | 0.56% | 65 | 1.54% | 57 | 11.76% | 17 | -22.73% |
| Sep 30, 2024 | 93 | 5.68% | 5,296,854 | 1.73% | 65 | 1.59% | 50 | 13.64% | 22 | -8.33% |
| Jun 30, 2024 | 87 | 4.82% | 5,206,635 | 0.19% | 64 | 1.56% | 44 | 25.71% | 24 | - |
| Mar 31, 2024 | 83 | -1.19% | 5,197,014 | 0.68% | 64 | 1.58% | 35 | -12.50% | 24 | 4.35% |
| Dec 31, 2023 | 84 | 3.70% | 5,162,155 | 0.34% | 63 | 1.56% | 40 | 42.86% | 23 | -23.33% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Russell 2000 ETF | 238.37K | 2.87% | -2.09K |
| Vanguard US Total Market Shares ETF | 234.31K | 2.82% | - |
| Vanguard Total Stock Mkt Idx Inv | 234.31K | 2.82% | - |
| Pacific Ridge Capital Ptnrs Micro Cp Val | 151.21K | 1.82% | 1.78K |
| JHancock Regional Bank A | 143.43K | 1.73% | - |
| DFA US Small Cap Value I | 123.16K | 1.48% | -7.23K |
| BlackRock Advantage Small Cap Core Instl | 118.97K | 1.43% | 24.95K |
| Avantis US Small Cap Value ETF | 117.89K | 1.42% | 270.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 107.89K | 1.30% | 320.00 |
| JH Financial Opportunities | 91.86K | 1.11% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 07, 2025 | Ovokaitys Daniel | Chief Information Officer | Sell | $263.37K |
| Dec 13, 2024 | Sanders Carol P | - | Sell | $32.74K |
| Dec 13, 2024 | Sanders Carol P | - | Sell | $400.91K |
| Nov 19, 2024 | Lorenz William Kent | - | Sell | $49.00K |
| Nov 07, 2024 | CHAMBAS COREY A | CEO | Sell | $1.95M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | 2 | 3 |
| 2024 Q3 | 1 | 3 |
| 2024 Q2 | 3 | 2 |
| 2024 Q1 | 3 | - |
| 2023 Q4 | 2 | - |
FBIZ Ownership FAQ
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