First Business Financial Services (FBIZ) Ownership

49.80 ↓0.16 (-0.31%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of First Business Financial Services (FBIZ), owning a total of 681 thousand shares. Combined, the top 26 institutional holders of FBIZ own 58.82% of the company with a total of 4.9 million shares.

In the latest ownership report on June 30th 2024, the top 26 institutional holders increased their combined ownership of FBIZ by 15 thousand shares. 12 institutions bought 77,685 total additional shares and increased their ownership by an average of 2.92%. However 8 institutions sold 63,040 total shares and decreased their ownership by an average of 4.46%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of First Business Financial Services increased by a net total of 14,645 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc8.204%2.399%680,51315,9442024-06-30
Dimensional Fund Advisors, Inc.6.484%1.485%537,8087,8712024-06-30
Banc Funds Co LLC5.299%-3.975%439,530-18,1952024-06-30
Vanguard Group Inc4.633%6.444%384,33723,2672024-06-30
First Business Financial Services Inc4.264%1.008%353,7183,5282024-06-30
Manufacturers Life Insurance Co3.315%-0.749%274,936-2,0742024-06-30
M3F, Inc.2.629%-1.175%218,082-2,5922024-06-30
Geode Capital Management, LLC2.064%4.733%171,2047,7372024-06-30
Pacific Ridge Capital Partners, LLC1.966%-4.034%163,049-6,8542024-06-30
Renaissance Technologies Corp1.854%0.196%153,7653002024-06-30
Cutler Capital Management1.851%0.416%153,4996362024-06-30
State Street Corp1.616%6.884%134,0838,6362024-06-30
AllianceBernstein L.P.1.424%0.630%118,1017392024-06-30
LSV Asset Management1.314%-0.183%109,025-2002024-06-30
Franklin Resources Inc1.255%-22.637%104,075-30,4532024-06-30
Northern Trust Corp1.114%-2.508%92,363-2,3762024-06-30
Bridgeway Capital Management, LLC1.080%3.538%89,5613,0602024-06-30
Hotchkis & Wiley Capital Management LLC1.055%7.282%87,5095,9402024-06-30
American Century Companies Inc0.804%0.041%66,729272024-06-30
Federated Hermes Inc0.801%-0.444%66,423-2962024-06-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc8.204%2.399%680,51315,9442024-06-30
Dimensional Fund Advisors, Inc.6.484%1.485%537,8087,8712024-06-30
Banc Funds Co LLC5.299%-3.975%439,530-18,1952024-06-30
Vanguard Group Inc4.633%6.444%384,33723,2672024-06-30
First Business Financial Services Inc4.264%1.008%353,7183,5282024-06-30
Manufacturers Life Insurance Co3.315%-0.749%274,936-2,0742024-06-30
M3F, Inc.2.629%-1.175%218,082-2,5922024-06-30
Geode Capital Management, LLC2.064%4.733%171,2047,7372024-06-30
Pacific Ridge Capital Partners, LLC1.966%-4.034%163,049-6,8542024-06-30
Renaissance Technologies Corp1.854%0.196%153,7653002024-06-30
Cutler Capital Management1.851%0.416%153,4996362024-06-30
State Street Corp1.616%6.884%134,0838,6362024-06-30
State Street Corporation1.512%6.606%125,4477,7732024-03-31
AllianceBernstein L.P.1.424%0.630%118,1017392024-06-30
LSV Asset Management1.314%-0.183%109,025-2002024-06-30
Franklin Resources Inc1.255%-22.637%104,075-30,4532024-06-30
RIVER OAKS CAPITAL LLC1.139%-2.658%94,600-2,5832023-09-30
Northern Trust Corp1.114%-2.508%92,363-2,3762024-06-30
Bridgeway Capital Management, LLC1.080%3.538%89,5613,0602024-06-30
Hotchkis & Wiley Capital Management LLC1.055%7.282%87,5095,9402024-06-30
Empowered Funds, LLC0.991%115.606%82,20244,0762024-03-31
Acadian Asset Management LLC0.847%-12.015%70,206-9,5872022-12-31
American Century Companies Inc0.804%0.041%66,729272024-06-30
Federated Hermes Inc0.801%-0.444%66,423-2962024-06-30
Poehling Capital Management Inc0.716%0.000%60,32702022-06-30
John W. Rosenthal Capital Management, Inc.0.593%0.000%50,00002022-09-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of First Business Financial Services (FBIZ), owning a total of 234 thousand shares. Combined, the top 29 mutual fund holders of FBIZ own 32.02% of the company with a total of 2.7 million shares.

In the latest ownership report on October 31st 2024, the top 29 fund holders increased their combined ownership of FBIZ by 2 thousand shares. 1 funds bought 2,092 total additional shares and increased their ownership by an average of 3.38%. However 1 funds sold 518 total shares and decreased their ownership by an average of 0.23%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding First Business Financial Services increased by a net total of 1,574 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Russell 2000 ETF2.750%-0.227%228,144-5182024-10-31
iShares Russell 2000 Value ETF0.912%0.000%75,63502024-10-31
Avantis US Small Cap Value ETF0.845%0.000%70,11202024-10-31
VT De Lisle America B USD0.771%3.381%63,9662,0922024-10-31
Dimensional US Targeted Value ETF0.537%0.000%44,53202024-10-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv2.825%0.000%234,30602024-09-30
iShares Russell 2000 ETF2.750%-0.227%228,144-5182024-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr2.470%0.000%205,34002023-03-31
Pacific Ridge Capital Ptnrs Micro Cp Val1.823%1.191%151,2121,7802024-03-31
JHancock Regional Bank A1.802%-1.306%149,505-1,9782024-09-30
DFA US Small Cap Value I1.648%0.000%136,70402024-09-30
Franklin MicroCap Value A1.574%0.000%130,50002024-03-31
Vanguard Institutional Extnd Mkt Idx Tr1.421%3.292%117,8993,7572024-09-30
Vanguard Extended Market Index Investor1.154%0.000%95,96602023-08-31
JH Financial Opportunities1.107%0.000%91,85802024-08-31
Franklin Mutual Small-Mid Cap Val A1.015%0.000%84,20102024-09-30
Fidelity Small Cap Index0.973%-2.533%80,746-2,0982024-08-31
DFA US Targeted Value I0.959%-1.580%79,559-1,2772024-09-30
iShares Russell 2000 Value ETF0.912%0.000%75,63502024-10-31
Fidelity® Small Cap Index0.905%0.658%75,2784922023-10-31
Avantis US Small Cap Value ETF0.845%0.000%70,11202024-10-31
VT De Lisle America B USD0.771%3.381%63,9662,0922024-10-31
Avantis® U.S. Small Cap Value ETF0.721%0.000%59,95702023-07-29
Adara Smaller Companies0.697%0.000%57,82902024-09-30
DFA US Small Cap I0.676%0.000%56,09902024-09-30
Manulife US Bank Equity Mother Fund0.600%22.059%49,8009,0002022-07-20
DFA US Micro Cap I0.587%0.000%48,67102024-09-30
BlackRock Advantage Small Cap Core Instl0.573%4.106%47,5181,8742024-09-30
Bridgeway Omni Small-Cap Value N0.547%0.000%45,40002024-06-30
Bridgeway Omni Small-Cap Value0.547%0.000%45,40002024-06-30
EA Bridgeway Omni Small-Cap Value ETF0.544%0.189%45,079852024-07-31
Dimensional US Targeted Value ETF0.537%0.000%44,53202024-10-31
Invesco DWA SmallCap Momentum ETF0.516%0.000%43,17602022-12-31
Fidelity Extended Market Index0.516%6.500%42,7332,6082024-03-31

Discussions

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delaina

$FBIZ buy and hodl friends. we may be early
but we are not wrong. very soon.

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delaina

$FBIZ what time we going green?

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