Who Owns First Business Financial Services Stock?
NASDAQ: FBIZFinanceMajor BanksUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 74.57%
- Held by insiders
- 4.84%
- Institutional holders
- 200
- Institutions 74.6%
- Insiders 4.8%
- Public and other 20.6%
Who owns First Business Financial Services stock?
Institutional investors own about 74.6% of First Business Financial Services's shares, spread across 200 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 4.84% of FBIZ.
The largest institutional holders are Blackrock Inc. (11.09%), Dimensional Fund Advisors LP (5.96%) and Vanguard Capital Management LLC (4.10%). Together, the top 10 institutions control 40.0% of shares outstanding. In their latest filings, 5 of the top 10 institutions increased their FBIZ positions and 5 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of FBIZ
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Blackrock Inc. | 928.38K | 11.09% | +6.7% |
| Dimensional Fund Advisors LP | 498.43K | 5.96% | -0.3% |
| Vanguard Capital Management LLC | 343.48K | 4.10% | +0.9% |
| First Business Financial Services, Inc. | 340.19K | 4.07% | -5.8% |
| American Century Companies Inc | 272.79K | 3.26% | +13.6% |
| Manufacturers Life Insurance Co. | 243.00K | 2.90% | -0.7% |
| Geode Capital Management, LLC | 214.99K | 2.57% | +7.6% |
| State Street Corporation | 187.37K | 2.24% | +7.9% |
| BANC FUNDS CO LLC | 163.22K | 1.95% | -1.8% |
| Cutler Capital Management, LLC | 154.35K | 1.84% | -0.2% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of FBIZ
| Fund | Shares | % Held |
|---|---|---|
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | 245.64K | 2.94% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 237.42K | 2.84% |
| iShares Trust-iShares Russell 2000 ETF | 216.62K | 2.59% |
| John Hancock Investment Trust II-Regional Bank Fund | 133.32K | 1.59% |
| BlackRock Funds-BlackRock Advantage Small Cap Core Fund | 125.65K | 1.50% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | 100.75K | 1.20% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 98.30K | 1.17% |
| John Hancock Financial Opportunities Fund | 91.86K | 1.10% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | 88.01K | 1.05% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | 76.78K | 0.92% |
Frequently asked questions
Who is the largest shareholder of First Business Financial Services?
Blackrock Inc. is the largest institutional shareholder of FBIZ, owning 11.09% of shares outstanding (928.38K shares) as of its latest 13F filing.
What percentage of First Business Financial Services is owned by institutions?
Institutions own about 74.6% of FBIZ shares and 78.4% of the public float.
How much of First Business Financial Services do insiders own?
Insiders, such as officers and directors, own about 4.84% of FBIZ shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.