FBIZ Institutional Ownership
Who owns First Business Financial Services, Inc. and what the big funds did with it last quarter, from every SEC 13F filing. 142 funds reported holding FBIZ at Jun 30, 2026, together owning 71.4% of the company.
- ▲75 buying vs 53 selling
- ▲Held by funds +2.0 pts
- ▼Funds holding -2
- ▼Superinvestors: 1 added, 2 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 142 | 144 | −1.4% |
| In funds' top 10 | 3 | 2 | +50.0% |
| 13F shares | 5.9M | 5.8M | +2.9% |
| Held by funds | 71.4% | 69.4% | +2.0 pts |
| New positions | 12 | 13 | −7.7% |
| Increased | 63 | 56 | +12.5% |
| Reduced | 40 | 35 | +14.3% |
| Sold out | 13 | 11 | +18.2% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in FBIZ
All superinvestors →
Who owns FBIZ
share of fund held shares- Index and passive funds41.8%
- Active managers and hedge funds47.4%
- Banks and brokers6.3%
- Pensions, insurers and other4.5%
The top 10 holders own 56.3% of all FBIZ shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
26 funds changed their position- Tributary Capital Management, LLCNew+145K sh
- Poehling Capital Management, INC.Added+63K sh
- Walleye Partners, LLCNew+20K sh
- First Business Financial Services, Inc.Trimmed−13K sh
- Wealth Enhancement Advisory Services, LLCAdded+10K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 11.15% | 928K | $58.6M | +58K |
| 2 | Dimensional Fund Advisors LP | 5.98% | 498K | $31.5M | −1,286 |
| 3 | Vanguard Capital Management LLC | 4.12% | 343K | $21.7M | +2,944 |
| 4 | First Business Financial Services, Inc. | 4.08% | 340K | $21.5M | −21K |
| 5 | American Century Companies Inc | 3.28% | 273K | $17.2M | +33K |
| 6 | Manufacturers Life Insurance Company, the | 2.92% | 243K | $15.4M | −1,790 |
| 7 | Geode Capital Management, LLC | 2.58% | 215K | $13.6M | +15K |
| 8 | State Street Corp | 2.25% | 187K | $11.8M | +14K |
| 9 | Banc Funds Co LLC | 1.96% | 163K | $10.3M | −3,000 |
| 10 | Cutler Capital Management, LLC | 1.85% | 154K | $9.8M | −244 |
- BlackRock, Inc.+58K sh+$3.7M
- Two Sigma Investments, LP+42K sh+$2.6M
- AQR Capital Management LLC+34K sh+$2.2M
- American Century Companies Inc+33K sh+$2.1M
- Citadel Advisors LLC+16K sh+$1M
- Geode Capital Management, LLC+15K sh+$961K
- Squarepoint Ops LLC+14K sh+$864K
- State Street Corp+14K sh+$862K
- M3F, Inc.−30K sh−$1.6M
- First Business Financial Services, Inc.−21K sh−$1.3M
- Franklin Resources Inc−18K sh−$964K
- Lazard Asset Management LLC−17K sh−$905K
- Alliancebernstein L.P.−16K sh−$846K
- Goldman Sachs Group Inc−13K sh−$803K
- Integrated Quantitative Investments LLC−12K sh−$740K
- Gsa Capital Partners LLP−10K sh−$639K
FBIZ institutional ownership FAQ
Who owns the most FBIZ stock?
In Q2 2026 13F filings the largest holder of FBIZ was BlackRock, Inc., followed by Dimensional Fund Advisors LP and Vanguard Capital Management LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of FBIZ is owned by institutions?
Funds that file 13F reports held 71.4% of FBIZ's shares at Jun 30, 2026, compared with 69.4% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying FBIZ?
In Q2 2026, 75 funds bought FBIZ (12 of them new positions) and 53 sold (13 sold out completely). Among well known investors, 1 added and 2 cut. Our fund sentiment for FBIZ is neutral.
What is FBIZ's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this FBIZ ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.