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First Business Financial Services (FBIZ) Institutional Ownership

First Business Financial Services logo
$45.95 +0.53 (+1.17%)
As of 01/17/2025 04:00 PM Eastern
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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)
30
Total
Institutional Inflows
(last 12 months)
$8.47M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$5.18M
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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
1/17/2025SG Americas Securities LLC3,412$158K0.0%+24.8%0.041%
12/26/2024JPMorgan Chase & Co.24,468$1.12M0.0%+307.1%0.295%
11/27/2024Franklin Resources Inc.89,066$3.95M0.0%-14.4%1.074%
11/19/2024Barclays PLC27,909$1.27M0.0%+43.8%0.336%
11/16/2024Geode Capital Management LLC173,404$7.91M0.0%+1.3%2.089%
11/15/2024Barclays PLC27,909$1.27M0.0%+43.8%0.336%
11/15/2024Jane Street Group LLC5,024$229K0.0%-33.1%0.061%
11/15/2024State Street Corp136,690$6.23M0.0%+1.9%1.647%
11/15/2024Hotchkis & Wiley Capital Management LLC65,879$3.00M0.0%-24.7%0.794%
11/15/2024Banc Funds Co. LLC401,626$18.31M2.0%-8.6%4.839%
11/14/2024Martingale Asset Management L P12,214$557K0.0%-15.9%0.147%
11/14/2024Fourthstone LLC8,524$389K0.1%N/A0.103%
11/14/2024De Lisle Partners LLP66,774$3.04M0.5%+43.3%0.805%
11/13/2024The Manufacturers Life Insurance Company267,405$12.19M0.0%-2.7%3.222%
11/8/2024Connor Clark & Lunn Investment Management Ltd.6,924$316K0.0%N/A0.083%
11/8/2024Segall Bryant & Hamill LLC36,345$1.66M0.0%N/A0.438%
11/6/2024Empowered Funds LLC42,865$1.95M0.0%-2.9%0.517%
11/6/2024First Business Financial Services Inc.365,912$16.68M1.7%+3.4%4.411%
11/5/2024GSA Capital Partners LLP9,900$451K0.0%+38.3%0.119%
10/24/2024 Wealth Enhancement Advisory Services LLC12,112$552K0.0%-6.0%0.146%
10/23/2024Beese Fulmer Investment Management Inc.4,750$217K0.0%N/A0.057%
10/23/2024Riverwater Partners LLC12,244$525K0.3%-5.0%0.148%
10/16/2024 ERn Financial LLC4,615$210K0.0%N/A0.056%
10/11/2024Creative Planning4,748$216K0.0%N/A0.057%
10/3/2024SG Americas Securities LLC2,733$125K0.0%N/A0.033%
8/16/2024Pacific Ridge Capital Partners LLC163,049$6.03M1.4%-4.0%1.967%
8/15/2024The Manufacturers Life Insurance Company274,936$10.17M0.0%-0.7%3.317%
8/14/2024Squarepoint Ops LLC5,519$204K0.0%N/A0.067%
8/12/2024Hsbc Holdings PLC13,101$472K0.0%-5.3%0.158%
8/9/2024Renaissance Technologies LLC153,765$5.69M0.0%+0.2%1.855%
8/9/2024Dimensional Fund Advisors LP537,808$19.89M0.0%+1.5%6.488%
8/8/2024Federated Hermes Inc.66,423$2.46M0.0%-0.4%0.801%
8/3/2024First Business Financial Services Inc.353,718$13.08M1.4%+1.2%4.267%
7/26/2024Bank of New York Mellon Corp37,891$1.40M0.0%+5.6%0.457%
7/19/2024Riverwater Partners LLC12,895$477K0.4%-9.7%0.156%
5/16/2024California State Teachers Retirement System790$30K0.0%-38.9%0.010%
5/15/2024Price T Rowe Associates Inc. MD18,946$711K0.0%+2.8%0.229%
5/15/2024Lazard Asset Management LLC1,604$60K0.0%N/A0.019%
5/15/2024Quadrature Capital Ltd6,674$247K0.0%N/A0.081%
5/10/2024Vanguard Group Inc.361,070$13.54M0.0%+2.1%4.356%
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5/9/2024Pacific Ridge Capital Partners LLC169,903$6.37M1.4%+1.7%2.050%
5/7/2024SG Americas Securities LLC2,761$104K0.0%-35.5%0.033%
5/7/2024Empowered Funds LLC41,101$1.54M0.0%+7.8%0.496%
5/1/2024BNP Paribas Financial Markets3,930$147K0.0%+73.1%0.047%
2/14/2024Vista Investment Management52,410$2.10M1.0%+0.6%0.631%
2/14/2024Cutler Capital Management LLC152,514$6.12M2.5%+0.2%1.835%
2/13/2024Tower Research Capital LLC TRC762$31K0.0%-47.3%0.009%
2/13/2024The Manufacturers Life Insurance Company287,596$11.53M0.0%-3.9%3.461%
2/12/2024Pacific Ridge Capital Partners LLC167,009$6.70M1.4%-1.3%2.010%
2/7/2024Dimensional Fund Advisors LP525,683$21.08M0.0%-0.1%6.326%
2/1/2024New York State Common Retirement Fund3,866$155K0.0%+70.7%0.047%
1/31/2024Federated Hermes Inc.65,483$2.63M0.0%+3.9%0.788%
1/18/2024Uncommon Cents Investing LLC36,255$1.45M0.5%+4.3%0.436%
1/12/2024SG Americas Securities LLC4,280$172K0.0%+28.1%0.052%
1/11/20241834 Investment Advisors Co.6,419$257K0.0%N/A0.077%
1/5/2024Riverwater Partners LLC14,490$581K0.5%+2.7%0.174%
11/14/2023First Business Financial Services Inc.355,552$10.67M1.4%-2.0%4.279%
11/13/2023Federated Hermes Inc.63,039$1.89M0.0%-1.2%0.759%
11/13/2023Hsbc Holdings PLC14,287$423K0.0%-3.2%0.172%
11/13/2023Pacific Ridge Capital Partners LLC169,134$5.08M1.2%+2.7%2.035%
11/7/2023Barclays PLC19,726$592K0.0%-1.9%0.237%
10/27/2023Allspring Global Investments Holdings LLC1,669$50K0.0%-49.7%0.020%
10/27/2023River Oaks Capital LLC94,600$2.84M4.2%-2.7%1.137%
10/18/2023Riverwater Partners LLC14,108$423K0.4%+88.9%0.170%
10/13/2023SG Americas Securities LLC3,342$100K0.0%N/A0.040%
8/15/2023Vista Investment Management52,232$1.54M0.8%+5.9%0.628%
8/11/2023Hotchkis & Wiley Capital Management LLC84,069$2.48M0.0%+17.3%1.010%
8/11/2023The Manufacturers Life Insurance Company308,993$9.11M0.0%+0.2%3.714%
8/11/2023Cutler Capital Management LLC104,175$3.07M1.8%-28.4%1.252%
8/7/2023Acadian Asset Management LLC52,398$1.54M0.0%-5.4%0.630%
8/7/2023First Business Financial Services Inc.362,895$10.70M1.3%+2.4%4.362%
8/3/2023John W. Rosenthal Capital Management Inc.45,000$1.33M1.7%-10.0%0.541%
8/2/2023Bank of Montreal Can18,111$576K0.0%N/A0.218%
8/2/2023LSV Asset Management109,225$3.22M0.0%+2.6%1.313%
7/27/2023EA Series Trust31,914$941K0.0%N/A0.385%
5/12/2023Johnson Financial Group Inc.21,216$647K0.0%-8.4%0.256%
5/12/2023Cutler Capital Management LLC145,425$4.44M2.0%+7.1%1.754%
5/12/2023Martingale Asset Management L P14,625$446K0.0%+94.4%0.176%
5/11/2023Acadian Asset Management LLC55,398$1.69M0.0%-21.1%0.668%
5/9/2023First Business Financial Services Inc.354,515$10.82M1.4%-0.1%4.276%
5/8/2023Federated Hermes Inc.64,918$1.98M0.0%+41.4%0.783%
5/8/2023Bailard Inc.13,347$407K0.0%+31.6%0.161%
5/4/2023Barclays PLC22,442$685K0.0%+9.0%0.269%
5/2/2023LSV Asset Management106,425$3.25M0.0%+15.9%1.275%
5/2/2023River Oaks Capital LLC110,100$3.36M4.7%-9.6%1.319%
4/28/2023SG Americas Securities LLC3,356$102K0.0%N/A0.040%
4/13/2023Allspring Global Investments Holdings LLC3,222$98K0.0%+16.6%0.039%
2/14/2023Dorsey Wright & Associates794$29K0.0%N/A0.009%
2/14/2023Pacific Ridge Capital Partners LLC137,005$5.01M1.2%-30.9%1.625%
2/13/2023Johnson Financial Group Inc.23,172$847K0.1%-47.8%0.275%
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2/13/2023The Manufacturers Life Insurance Company315,724$11.54M0.0%-3.8%3.745%
2/13/2023Martingale Asset Management L P7,524$275K0.0%+10.3%0.089%
2/13/2023Banc Funds Co. LLC458,694$16.77M1.5%-20.0%5.441%
2/10/2023M3F Inc.282,489$10.33M3.2%-8.7%3.351%
2/9/2023First Trust Advisors LP24,920$911K0.0%-49.9%0.296%
2/9/2023Dimensional Fund Advisors LP527,091$19.27M0.0%+2.0%6.252%
2/8/2023LSV Asset Management91,845$3.36M0.0%-0.3%1.090%
2/3/2023River Oaks Capital LLC121,800$4.45M5.1%-4.2%1.445%
2/3/2023 Mendota Financial Group LLC800$29K0.0%N/A0.009%
2/2/2023First Business Financial Services Inc.355,045$12.98M1.7%-1.5%4.212%
(Data available from 1/1/2016 forward)

FBIZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FBIZ shares?

During the previous two years, 57 institutional investors and hedge funds held shares of First Business Financial Services. The most heavily invested institutionals were Dimensional Fund Advisors LP ($19.89M), Banc Funds Co. LLC ($18.31M), First Business Financial Services Inc. ($16.68M), Vanguard Group Inc. ($13.54M), The Manufacturers Life Insurance Company ($12.19M), M3F Inc. ($10.33M), and Geode Capital Management LLC ($7.91M).Learn more on FBIZ's 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 44 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: Segall Bryant & Hamill LLC ($36.35K), EA Series Trust ($31.91K), First Business Financial Services Inc. ($24.77K), Federated Hermes Inc. ($21.44K), De Lisle Partners LLP ($20.18K), Barclays PLC ($18.85K), and JPMorgan Chase & Co. ($18.46K).

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

Institutional investors have bought a total of 388,107 shares in the last 24 months. This purchase volume represents approximately $14.58M in transactions.

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

Of the 27 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 ($152.58K), Pacific Ridge Capital Partners LLC ($70.34K), Cutler Capital Management LLC ($41.25K), The Manufacturers Life Insurance Company ($33.88K), M3F Inc. ($26.96K), First Trust Advisors LP ($24.77K), and Johnson Financial Group Inc. ($23.17K).

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

Institutional investors have sold a total of 482,042 shares in the last 24 months. This volume of shares sold represents approximately $17.88M in transactions.


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This page (NASDAQ:FBIZ) was last updated on 1/18/2025 by MarketBeat.com Staff
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