FIRST BUSINESS FINANCIAL SER (FBIZ) Institutional Shareholders

FIRST BUSINESS FINANCIAL SER (FBIZ) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $373.88M in FBIZ holdings during the latest filing period.

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 $66.37M, representing an estimated gain of +13.17% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 57% of the total disclosed FBIZ value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Dimensional Fund Advisors Lp, Vanguard Capital Management Llc, 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

139

Total Reported Value

$373.88M

Largest Holder

Blackrock, Inc.

Largest Position

$58.65M

Insider Transactions (90d)

2

Latest Filing Quarter

Q2 2026

New Institutional Positions

103

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Blackrock, Inc.0.00%928,380$58,645,765$66,369,886+$7,724,121+13.17%
Dimensional Fund Advisors Lp0.01%498,430$31,485,980$35,632,761+$4,146,781+13.17%
Vanguard Capital Management Llc0.00%343,482$21,697,758$24,555,528+$2,857,770+13.17%
First Business Financial Services, Inc.1.67%340,189$21,489,739$24,320,112+$2,830,373+13.17%
American Century Companies Inc0.01%272,788$17,232,018$19,501,614+$2,269,596+13.17%
Manufacturers Life Insurance Company, The0.01%243,005$15,350,626$17,372,427+$2,021,801+13.17%
Geode Capital Management, Llc0.00%214,987$13,583,502$15,369,421+$1,785,919+13.15%
State Street Corp0.00%187,371$11,836,226$13,395,153+$1,558,927+13.17%
Banc Funds Co Llc1.70%163,224$10,310,860$11,668,884+$1,358,024+13.17%
Cutler Capital Management, Llc2.53%154,346$9,750,014$11,034,196+$1,284,182+13.17%
Lsv Asset Management0.02%141,025$8,909,000$10,081,877+$1,172,877+13.17%
Pacific Ridge Capital Partners, Llc1.60%139,808$8,831,671$9,994,874+$1,163,203+13.17%
Aqr Capital Management Llc0.00%128,927$8,144,342$9,216,991+$1,072,649+13.17%
Federated Hermes, Inc.0.01%125,563$7,931,815$8,976,499+$1,044,684+13.17%
Renaissance Technologies LLCJim Simons0.01%120,865$7,635,042$8,640,639+$1,005,597+13.17%
Vanguard Portfolio Management Llc0.00%101,542$6,414,408$7,259,238+$844,830+13.17%
De Lisle Partners Llp0.68%98,812$6,258,389$7,064,070+$805,681+12.87%
Hillsdale Investment Management Inc.0.13%91,671$5,790,857$6,553,560+$762,703+13.17%
Northern Trust Corp0.00%83,399$5,268,314$5,962,195+$693,881+13.17%
Bridgeway Capital Management, Llc0.09%80,557$5,088,786$5,759,020+$670,234+13.17%
Morgan Stanley0.00%79,994$5,053,324$5,718,771+$665,447+13.17%
Two Sigma Investments, Lp0.00%73,566$4,647,164$5,259,233+$612,069+13.17%
Qube Research & Technologies Ltd0.00%61,517$3,886,029$4,397,850+$511,821+13.17%
Vanguard Fiduciary Trust Co0.00%54,400$3,436,448$3,889,056+$452,608+13.17%
Acadian Asset Management Llc0.00%53,855$3,400,000$3,850,094+$450,094+13.24%
Vista Investment Management1.00%52,349$3,306,889$3,742,430+$435,541+13.17%
Ameriprise Financial Inc0.00%48,817$3,083,770$3,489,927+$406,157+13.17%
Empowered Funds, Llc0.02%45,157$2,852,568$3,228,274+$375,706+13.17%
Rosenthal {-} Henry Capital Advisors, Inc.2.49%45,000$2,842,650$3,217,050+$374,400+13.17%
Goldman Sachs Group Inc0.00%42,680$2,696,095$3,051,193+$355,098+13.17%
Alliancebernstein L.P.0.00%43,294$2,334,845$3,095,088+$760,243+32.56%
Uncommon Cents Investing Llc0.46%33,878$2,140,073$2,421,938+$281,865+13.17%
Bank Of New York Mellon Corp0.00%32,634$2,061,474$2,333,005+$271,531+13.17%
Royal Bank Of Canada0.00%31,243$1,974,000$2,233,562+$259,562+13.15%
First Trust Advisors Lp0.00%30,700$1,939,319$2,194,743+$255,424+13.17%
Daytona Street Capital Llc1.37%29,623$1,875,210$2,117,748+$242,538+12.93%
Squarepoint Ops Llc0.00%28,061$1,772,613$2,006,081+$233,468+13.17%
Millennium Management Llc0.00%25,364$1,602,244$1,813,272+$211,028+13.17%
Kennedy Capital Management Llc0.03%24,280$1,533,768$1,735,777+$202,009+13.17%
Bank Of America Corp0.00%23,989$1,515,385$1,714,974+$199,589+13.17%
Charles Schwab Investment Management Inc0.00%23,895$1,509,447$1,708,254+$198,807+13.17%
Poehling Capital Management, Inc.0.32%23,848$1,506,478$1,704,894+$198,416+13.17%
Stifel Financial Corp0.00%23,363$1,475,839$1,670,221+$194,382+13.17%
Quantinno Capital Management Lp0.00%22,724$1,435,475$1,624,539+$189,064+13.17%
Nuveen, Llc0.00%21,958$1,387,087$1,569,777+$182,690+13.17%
Baird Financial Group, Inc.0.00%21,240$1,341,731$1,518,448+$176,717+13.17%
Citadel Advisors Llc0.00%20,897$1,320,064$1,493,927+$173,863+13.17%
Gsa Capital Partners Llp0.08%19,167$1,211,000$1,370,249+$159,249+13.15%
Gator Capital Management, Llc0.24%17,835$1,126,637$1,275,024+$148,387+13.17%
Barclays Plc0.00%17,247$1,089,492$1,232,988+$143,496+13.17%
Showing 50 of 139

Frequently asked questions about FBIZ

  • Who owns the most FBIZ stock?

    The largest holders of FBIZ are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST BUSINESS FINANCIAL SER (FBIZ).

  • Is FBIZ widely held by superinvestors?

    Many widely followed stocks like FBIZ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FBIZ is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.