First Business Financial Services FBIZ Institutional Ownership

NASDAQ FBIZ

$70.24 -0.86 (-1.21%)

At close: Sep 22, 2026 · 4:00 PM EDT

Institutions by Trading Activity

141 Institutions

Increased 78 55.3%

Unchanged 24 17.0%

Reduced 39 27.7%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

72.61%

▲+2.10 pp QoQ

Shares Held by Institutions

5.96Mn

of 8.21Mn outstanding

▲+5.52% QoQ

Shares Outstanding

8.21Mn

2.25Mn held outside 13F filers

Institutional Investors

141

filed 13F for Jun 2026

▼-2 vs prior quarter

Net Shares Added (QoQ)

+311.71K

accumulated since last quarter

Value of Holdings

$423.75Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

First Business Financial Services, Inc. (NASDAQ:FBIZ) appears in 141 institutional 13F filings for the quarter ending June 2026.

Collectively, these holders controlled 72.6% of First Business Financial Services's outstanding shares in June 2026, up from 70.5% in March 2026.
They increased total shares held in FBIZ by 5.52% quarter over quarter, and investors in First Business Financial Services increased 22.61% from a year ago.
During the quarter, 78 of these 141 funds increased positions in FBIZ, 39 reduced exposure, and 24 held steady.
The aggregate institutional position in First Business Financial Services amounted to 5.96Mn shares as of June 2026, up by 311.71K shares quarter on quarter, and up 301.96K shares year over year.
As of June 30, 2026, BlackRock, Inc. held the largest stake in First Business Financial Services with 928.38K shares, accounting for 11.31% of total shares outstanding.
The largest buyers of First Business Financial Services for the quarter ending June 2026 were BlackRock, Inc. (58.18K), TWO SIGMA INVESTMENTS, LP (41.87K), AQR CAPITAL MANAGEMENT LLC (34.3K), AMERICAN CENTURY COMPANIES INC (32.65K), Sixth Street Partners Management Company, L.P. (23.9K).
The largest sales of FBIZ for the quarter ending June 2026 came from First Business Financial Services, Inc. (21.12K), ALLIANCEBERNSTEIN L.P. (15.69K), Goldman Sachs Group Inc (12.72K), Integrated Quantitative Investments LLC (11.72K), GSA CAPITAL PARTNERS LLP (10.11K).
Per Business Quant data, the top 10 holders of First Business Financial Services for the quarter ending June 2026 are BlackRock, Inc. (928.38K), DIMENSIONAL FUND ADVISORS LP (498.43K), VANGUARD CAPITAL MANAGEMENT LLC (343.48K), First Business Financial Services, Inc. (340.19K), AMERICAN CENTURY COMPANIES INC (272.79K), MANUFACTURERS LIFE INSURANCE COMPANY, THE (243.0K), GEODE CAPITAL MANAGEMENT, LLC (214.99K), State Street Corp (187.37K), BANC FUNDS CO LLC (163.22K), Cutler Capital Management, LLC (154.35K).

Form 13F Holdings

141 Institutional Holders

Report period 30 Jun, 2026

Total shares held 5.96Mn

Of outstanding 72.61%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	928,380	11.31%	▲58,178	+6.69%	$58.65Mn
2	DIMENSIONAL FUND ADVISORS LP	0000354204	498,430	6.07%	▼1,286	-0.26%	$31.49Mn
3	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	343,482	4.18%	▲2,944	+0.86%	$21.70Mn
4	First Business Financial Services, Inc.	0001521951	340,189	4.14%	▼21,122	-5.85%	$21.49Mn
5	AMERICAN CENTURY COMPANIES INC	0000748054	272,788	3.32%	▲32,651	+13.60%	$17.23Mn
6	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0000928047	243,005	2.96%	▼1,790	-0.73%	$15.35Mn
7	GEODE CAPITAL MANAGEMENT, LLC	0001214717	214,987	2.62%	▲15,215	+7.62%	$13.58Mn
8	State Street Corp	0000093751	187,371	2.28%	▲13,653	+7.86%	$11.84Mn
9	BANC FUNDS CO LLC	0001029311	163,224	1.99%	▼3,000	-1.80%	$10.31Mn
10	Cutler Capital Management, LLC	0001353098	154,346	1.88%	▼244	-0.16%	$9.75Mn
11	LSV ASSET MANAGEMENT	0001050470	141,025	1.72%	▼2,600	-1.81%	$8.91K
12	Pacific Ridge Capital Partners, LLC	0001591546	139,808	1.70%	▼1,084	-0.77%	$8.83Mn
13	AQR CAPITAL MANAGEMENT LLC	0001167557	128,927	1.57%	▲34,300	+36.25%	$8.14Mn
14	Federated Hermes, Inc.	0001056288	125,563	1.53%	▲9,430	+8.12%	$7.93Mn
15	RENAISSANCE TECHNOLOGIES LLC	0001037389	120,865	1.47%	▼1,600	-1.31%	$7.64Mn
16	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	101,542	1.24%	▲9,273	+10.05%	$6.41Mn
17	De Lisle Partners LLP	0002011184	98,812	1.20%	0	0.00%	$6.26Mn
18	Hillsdale Investment Management Inc.	0001368465	91,671	1.12%	▲8,600	+10.35%	$5.79Mn
19	Northern Trust Corp	0000073124	83,399	1.02%	▲3,926	+4.94%	$5.27Mn
20	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0001107261	80,557	0.98%	▲3,175	+4.10%	$5.09Mn

Showing 1 to 20 of 141 holders