First Business Financial Services Ownership | Who Owns First Business Financial Services?
First Business Financial Services Ownership Summary
First Business Financial Services is owned by 65.30% institutional investors, 5.18% insiders, and 29.52% retail investors. Blackrock is the largest institutional shareholder, holding 8.39% of FBIZ shares. iShares Russell 2000 ETF is the top mutual fund, with 2.96% of its assets in First Business Financial Services shares.
FBIZ Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | First Business Financial Services | 65.30% | 5.18% | 29.52% |
| Sector | Financial Services Stocks | 49.66% | 13.98% | 36.36% |
| Industry | Regional Banks Stocks | 51.67% | 12.06% | 36.27% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 680.51K | 8.39% | $25.17M |
| Dimensional fund advisors lp | 537.81K | 6.63% | $19.89M |
| Banc funds | 439.53K | 5.42% | $16.26M |
| Vanguard group | 384.34K | 4.74% | $14.22M |
| First business financial services | 353.72K | 4.36% | $13.08M |
| Manufacturers life insurance company, the | 274.94K | 3.39% | $10.17M |
| M3f | 218.08K | 2.69% | $8.07M |
| Geode capital management | 171.20K | 2.11% | $6.33M |
| Pacific ridge capital partners | 163.05K | 2.01% | $6.03M |
| Renaissance | 153.76K | 1.90% | $5.69M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| M3f | 218.08K | 2.99% | $8.07M |
| John w. rosenthal capital management | 45.00K | 2.36% | $1.66M |
| Cutler capital management | 153.50K | 2.22% | $5.68M |
| Banc funds | 439.53K | 1.93% | $16.26M |
| Pacific ridge capital partners | 163.05K | 1.45% | $6.03M |
| First business financial services | 353.72K | 1.39% | $13.08M |
| Vista investment management | 57.23K | 0.86% | $2.12M |
| Poehling capital management | 58.33K | 0.59% | $2.16M |
| Gator capital management | 23.85K | 0.45% | $882.21K |
| Uncommon cents investing | 36.13K | 0.42% | $1.34M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vanguard group | 384.34K | 0.00% | 23.27K |
| Blackrock | 680.51K | 0.00% | 15.94K |
| State street | 134.08K | 0.00% | 8.64K |
| Dimensional fund advisors lp | 537.81K | 0.01% | 7.87K |
| Geode capital management | 171.20K | 0.00% | 7.74K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Franklin resources | 104.08K | 0.00% | -30.45K |
| Banc funds | 439.53K | 1.93% | -18.20K |
| Jpmorgan chase | 6.01K | - | -9.94K |
| Quadrature capital | - | - | -8.94K |
| Millennium management | 5.74K | 0.00% | -8.37K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Jane street group | 7.51K | 0.00% | 7.51K | $277.65K |
| Trexquant investment lp | 7.02K | 0.00% | 7.02K | $259.78K |
| Corebridge financial | 4.24K | 0.00% | 4.24K | $156.73K |
| Mirae asset global etfs | 3.25K | 0.00% | 3.25K | $120.36K |
| Cwm | 297.00 | 0.00% | 297.00 | $11.00K |
Sold Out
| Holder | Change |
|---|---|
| Innealta capital | -1.00 |
| Nelson, van denburg & campbell wealth management group | -2.00 |
| Qube research | -5.00 |
| Assetmark | -35.00 |
| Advisor group | -67.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2023 | 81 | - | 5,144,502 | -2.70% | 63 | 1.52% | 28 | -6.67% | 30 | -9.09% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Russell 2000 ETF | 245.68K | 2.96% | -518.00 |
| 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 | 149.50K | 1.80% | -1.98K |
| DFA US Small Cap Value I | 136.70K | 1.65% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 117.13K | 1.41% | -767.00 |
| JH Financial Opportunities | 91.86K | 1.11% | - |
| Avantis US Small Cap Value ETF | 82.88K | 1.00% | 928.00 |
| Fidelity Small Cap Index | 80.14K | 0.97% | -601.00 |
| DFA US Targeted Value I | 79.56K | 0.96% | -1.28K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 13, 2024 | Sanders Carol P | - | Sell | $400.91K |
| Dec 13, 2024 | Sanders Carol P | - | Sell | $32.74K |
| Nov 19, 2024 | Lorenz William Kent | - | Sell | $49.00K |
| Nov 07, 2024 | CHAMBAS COREY A | CEO | Sell | $1.95M |
| Oct 31, 2024 | Hartlieb James Edward | Pres&CEO First Business Bank | Sell | $273.73K |
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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