FBIZ Institutional Ownership & Shareholders
FIRST BUSINESS FINANCIAL SER (FBIZ) is currently held by 147 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $394.76M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of FBIZ tracked by InsiderSet, reporting ownership valued at approximately $58.65M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $70.00M, representing an estimated gain of +19.36% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 54% of the total disclosed FBIZ value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Dimensional Fund Advisors Lp, First Business Financial Services, Inc., and several other long-term asset managers with concentrated positions in FIRST BUSINESS FINANCIAL SER (FBIZ).
This page ranks the largest institutional FBIZ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
147
Total Reported Value
$394.76M
Largest Holder
Blackrock, Inc.
Largest Position
$58.65M
Insider Transactions (90d)
2
Latest Filing Quarter
Q2 2026
New Institutional Positions
85
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.00% | 928,380 | $58,645,765 | $69,999,852 | +$11,354,087 | +19.36% | |
| Dimensional Fund Advisors Lp | 0.01% | 498,430 | $31,485,980 | $37,581,622 | +$6,095,642 | +19.36% | |
| First Business Financial Services, Inc. | 1.76% | 327,189 | $22,504,059 | $24,670,051 | +$2,165,992 | +9.62% | |
| Vanguard Capital Management Llc | 0.00% | 343,482 | $21,697,758 | $25,898,543 | +$4,200,785 | +19.36% | |
| American Century Companies Inc | 0.01% | 272,788 | $17,232,018 | $20,568,215 | +$3,336,197 | +19.36% | |
| Manufacturers Life Insurance Company, The | 0.01% | 243,005 | $15,350,626 | $18,322,577 | +$2,971,951 | +19.36% | |
| Geode Capital Management, Llc | 0.00% | 214,987 | $13,583,502 | $16,210,020 | +$2,626,518 | +19.34% | |
| State Street Corp | 0.00% | 187,371 | $11,836,226 | $14,127,773 | +$2,291,547 | +19.36% | |
| Banc Funds Co Llc | 1.70% | 163,224 | $10,310,860 | $12,307,090 | +$1,996,230 | +19.36% | |
| Tributary Capital Management, Llc | 0.91% | 145,084 | $9,978,901 | $10,939,334 | +$960,433 | +9.62% | |
| Cutler Capital Management, Llc | 2.53% | 154,346 | $9,750,014 | $11,637,688 | +$1,887,674 | +19.36% | |
| Lsv Asset Management | 0.02% | 141,025 | $8,909,000 | $10,633,285 | +$1,724,285 | +19.35% | |
| Pacific Ridge Capital Partners, Llc | 1.60% | 139,808 | $8,831,671 | $10,541,523 | +$1,709,852 | +19.36% | |
| Aqr Capital Management Llc | 0.00% | 128,927 | $8,144,342 | $9,721,096 | +$1,576,754 | +19.36% | |
| Federated Hermes, Inc. | 0.01% | 125,563 | $7,931,815 | $9,467,450 | +$1,535,635 | +19.36% | |
| Renaissance Technologies LLC | Jim Simons | 0.01% | 120,865 | $7,635,042 | $9,113,221 | +$1,478,179 | +19.36% |
| Vanguard Portfolio Management Llc | 0.00% | 101,542 | $6,414,408 | $7,656,267 | +$1,241,859 | +19.36% | |
| De Lisle Partners Llp | 0.68% | 98,812 | $6,258,389 | $7,450,425 | +$1,192,036 | +19.05% | |
| Poehling Capital Management, Inc. | 1.22% | 86,368 | $5,940,391 | $6,512,147 | +$571,756 | +9.62% | |
| Hillsdale Investment Management Inc. | 0.13% | 91,671 | $5,790,857 | $6,911,993 | +$1,121,136 | +19.36% | |
| Northern Trust Corp | 0.00% | 83,399 | $5,268,314 | $6,288,285 | +$1,019,971 | +19.36% | |
| Bridgeway Capital Management, Llc | 0.09% | 80,557 | $5,088,786 | $6,073,998 | +$985,212 | +19.36% | |
| Morgan Stanley | 0.00% | 79,994 | $5,053,324 | $6,031,548 | +$978,224 | +19.36% | |
| Two Sigma Investments, Lp | 0.00% | 73,566 | $4,647,164 | $5,546,876 | +$899,712 | +19.36% | |
| Qube Research & Technologies Ltd | 0.00% | 61,517 | $3,886,029 | $4,638,382 | +$752,353 | +19.36% | |
| Vanguard Fiduciary Trust Co | 0.00% | 54,400 | $3,436,448 | $4,101,760 | +$665,312 | +19.36% | |
| Acadian Asset Management Llc | 0.00% | 53,855 | $3,400,000 | $4,060,667 | +$660,667 | +19.43% | |
| Vista Investment Management | 1.00% | 52,349 | $3,306,889 | $3,947,115 | +$640,226 | +19.36% | |
| Rosenthal {-} Henry Capital Advisors, Inc. | 2.84% | 45,000 | $3,095,100 | $3,393,000 | +$297,900 | +9.62% | |
| Ameriprise Financial Inc | 0.00% | 48,817 | $3,083,770 | $3,680,802 | +$597,032 | +19.36% | |
| Empowered Funds, Llc | 0.02% | 45,157 | $2,852,568 | $3,404,838 | +$552,270 | +19.36% | |
| Goldman Sachs Group Inc | 0.00% | 42,680 | $2,696,095 | $3,218,072 | +$521,977 | +19.36% | |
| Alliancebernstein L.P. | 0.00% | 43,294 | $2,334,845 | $3,264,368 | +$929,523 | +39.81% | |
| Uncommon Cents Investing Llc | 0.51% | 33,844 | $2,327,790 | $2,551,838 | +$224,048 | +9.62% | |
| Daytona Street Capital Llc | 1.49% | 29,623 | $2,094,921 | $2,233,574 | +$138,653 | +6.62% | |
| Bank Of New York Mellon Corp | 0.00% | 32,634 | $2,061,474 | $2,460,604 | +$399,130 | +19.36% | |
| Royal Bank Of Canada | 0.00% | 31,243 | $1,974,000 | $2,355,722 | +$381,722 | +19.34% | |
| First Trust Advisors Lp | 0.00% | 30,700 | $1,939,319 | $2,314,780 | +$375,461 | +19.36% | |
| Creative Planning | 0.00% | 27,693 | $1,904,724 | $2,088,052 | +$183,328 | +9.62% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 26,254 | $1,853,795 | $1,979,552 | +$125,757 | +6.78% | |
| Squarepoint Ops Llc | 0.00% | 28,061 | $1,772,613 | $2,115,799 | +$343,186 | +19.36% | |
| Millennium Management Llc | 0.00% | 25,364 | $1,602,244 | $1,912,446 | +$310,202 | +19.36% | |
| Kennedy Capital Management Llc | 0.03% | 24,280 | $1,533,768 | $1,830,712 | +$296,944 | +19.36% | |
| Bank Of America Corp | 0.00% | 23,989 | $1,515,385 | $1,808,771 | +$293,386 | +19.36% | |
| Charles Schwab Investment Management Inc | 0.00% | 23,895 | $1,509,447 | $1,801,683 | +$292,236 | +19.36% | |
| Stifel Financial Corp | 0.00% | 23,363 | $1,475,839 | $1,761,570 | +$285,731 | +19.36% | |
| Quantinno Capital Management Lp | 0.00% | 22,724 | $1,435,475 | $1,713,390 | +$277,915 | +19.36% | |
| Nuveen, Llc | 0.00% | 21,958 | $1,387,087 | $1,655,633 | +$268,546 | +19.36% | |
| Walleye Partners, Llc | 1.52% | 19,617 | $1,349,258 | $1,479,122 | +$129,864 | +9.62% | |
| Baird Financial Group, Inc. | 0.00% | 21,240 | $1,341,731 | $1,601,496 | +$259,765 | +19.36% |
Frequently asked questions about FBIZ
Who are the largest institutional holders of FBIZ?
The largest institutional holders of FBIZ reported in the latest SEC Form 13F filings include Blackrock, Inc., Dimensional Fund Advisors Lp, First Business Financial Services, Inc., Vanguard Capital Management Llc, and American Century Companies Inc. InsiderSet ranks institutional holders by their latest reported FBIZ position.
What is FBIZ institutional ownership?
This page tracks FBIZ positions reported by institutional investment managers through SEC Form 13F. FIRST BUSINESS FINANCIAL SER (FBIZ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FBIZ?
InsiderSet currently tracks 147 institutional managers reporting FBIZ holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FBIZ shareholders.
How much FBIZ stock do institutions own?
Institutional investment managers disclosed approximately $394.76M in FBIZ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FBIZ institutional ownership last updated?
The latest FBIZ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FBIZ holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FBIZ position after the reporting date.
Are institutions buying or selling FBIZ?
Institutional buying and selling can be analyzed by comparing FBIZ positions across consecutive 13F reporting periods. InsiderSet's FBIZ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FBIZ ownership changes.
How has FBIZ institutional ownership changed over time?
InsiderSet tracks FBIZ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.