FBIZ · First Business Financial Services, Inc. · Shareholders & Ownership
$70.90
-0.10 (-0.14%)
At close · Oct 21
Return incl. dividend (before tax)
Market Cap
$593.31M
Shares
8.37M
Volume · Oct 21
36.08K
Avg daily vol (3M)
62.83K
Every disclosed holder of FBIZ in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns FBIZ
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 6,036,688 | 72.14% |
| Insiders (Forms 3, 4, 5) | 514,173 | 6.14% |
| 13D/G-only blocks | 405,149 | 4.84% |
| Remaining | 1,412,310 | 16.88% |
| Registered funds (N-PORT, not summed) | 2,516,632 | 30.07% |
Shares outstanding: 8,368,320, the issuer's latest cover-page count restated onto today's split basis.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of FBIZ
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
928,380 | ||
| 1.1 |
iShares Russell 2000 ETF
Fund
S000004344 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
226,151 | ||
| 1.2 |
BlackRock Advantage Small Cap Core Fund
Fund
S000039982 · Registered fund · May 29, 2026
BlackRock Funds, not summed
|
125,652 | ||
| 1.3 |
iShares Russell 2000 Value ETF
Fund
S000004342 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
76,691 | ||
| 1.4 |
iShares Micro-Cap ETF
Fund
S000004439 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
27,747 | ||
| 1.5 |
Master Small Cap Index Series
Fund
S000002716 · Registered fund · Jun 30, 2026
Quantitative Master Series LLC, not summed
|
15,120 | ||
| 2 |
DIMENSIONAL FUND ADVISORS LP
13F
CIK 354204 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
498,430 | ||
| 2.1 |
U.S. SMALL CAP VALUE PORTFOLIO
Fund
S000000987 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
100,745 | ||
| 2.2 |
U.S. Targeted Value Portfolio
Fund
S000000970 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
76,778 | ||
| 2.3 |
Dimensional U.S. Targeted Value ETF
Fund
S000070901 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
48,795 | ||
| 2.4 |
U.S. SMALL CAP PORTFOLIO
Fund
S000000971 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
47,250 | ||
| 2.5 |
Dimensional US Small Cap Value ETF
Fund
S000075151 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
33,617 | ||
| 3 |
BlackRock Portfolio Management LLC
13G
CIK 2052113 · Holding company · Sep 30, 2025
Rule 13d-1(b), qualified institution
|
405,149 | ||
| 4 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
343,482 | ||
| 5 |
First Business Financial Services, Inc.
13F
CIK 1521951 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
340,189 | ||
| 6 |
AMERICAN CENTURY COMPANIES INC
13F
CIK 748054 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
272,788 | ||
| 7 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE
13F
CIK 928047 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
243,005 | ||
| 7.1 |
Regional Bank Fund
Fund
S000000635 · Registered fund · Jul 31, 2026
John Hancock Investment Trust II, not summed
|
133,317 | ||
| 8 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
237,417 | ||
| 9 |
Avantis U.S. Small Cap Value ETF
Fund
S000066459 · Registered fund · May 31, 2026
American Century ETF Trust, not summed
|
216,410 | ||
| 10 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
214,987 | ||
| 11 |
|
187,371 | ||
| 11.1 |
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF
Fund
S000039795 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
11,951 | ||
| 11.2 |
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO
Fund
S000050332 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
2,746 | ||
| 11.3 |
State Street Total Return V.I.S. Fund
Fund
S000001637 · Registered fund · Jun 30, 2026
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
|
204 | ||
| 11.4 |
State Street Balanced Index Fund
Fund
S000082802 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
60 | ||
| 12 |
BANC FUNDS CO LLC
13F
CIK 1029311 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
163,224 | ||
| 13 |
Cutler Capital Management, LLC
13F
CIK 1353098 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
154,346 | ||
| 14 |
LSV ASSET MANAGEMENT
13F
CIK 1050470 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
141,025 | ||
| 15 |
Pacific Ridge Capital Partners, LLC
13F
CIK 1591546 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
139,808 | ||
| 16 |
|
139,782 | ||
| 17 |
AQR CAPITAL MANAGEMENT LLC
13F
CIK 1167557 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
128,927 | ||
| 18 |
FEDERATED HERMES, INC.
13F
CIK 1056288 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
125,563 | ||
| 19 |
RENAISSANCE TECHNOLOGIES LLC
13F
CIK 1037389 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
120,865 | ||
| 20 |
VANGUARD PORTFOLIO MANAGEMENT LLC
13F
CIK 2100121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
101,542 | ||
| 21 |
De Lisle Partners LLP
13F
CIK 2011184 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
98,812 | ||
| 22 |
VANGUARD EXTENDED MARKET INDEX FUND
Fund
S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
98,299 | ||
| 23 |
John Hancock Financial Opportunities Fund
Fund
· Registered fund · Jun 30, 2026
John Hancock Financial Opportunities Fund, not summed
|
91,858 | ||
| 24 |
Hillsdale Investment Management Inc.
13F
CIK 1368465 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
91,671 | ||
| 25 |
Poehling Capital Management, INC.
13F
CIK 1730815 · Registered investment adviser · Sep 30, 2026
|
86,368 | ||
| 26 |
NORTHERN TRUST CORP
13F
CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
83,399 | ||
| 26.1 |
Small Cap Value Fund
Fund
S000001246 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
13,457 | ||
| 26.2 |
Small Cap Index Fund
Fund
S000001245 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
4,176 | ||
| 26.3 |
Small Cap Core Fund
Fund
S000001244 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
745 | ||
| 27 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC
13F
CIK 1107261 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
80,557 | ||
| 27.1 |
Omni Small-Cap Value Fund
Fund
S000033567 · Registered fund · Jun 30, 2026
Bridgeway Funds, Inc., not summed
|
35,400 | ||
| 28 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
79,994 | ||
| 29 |
TWO SIGMA INVESTMENTS, LP
13F
CIK 1179392 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
73,566 | ||
| 30 |
|
66,691 | ||
| 31 |
Qube Research & Technologies Ltd
13F
CIK 1729829 · Exempt reporting adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
61,517 | ||
| 32 |
Adara Smaller Companies Fund
Fund
S000047045 · Registered fund · May 31, 2026
RBB Fund, Inc., not summed
|
55,039 | ||
| 33 |
|
54,981 | ||
| 34 |
VANGUARD FIDUCIARY TRUST CO
13F
CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
54,400 | ||
| 35 |
ACADIAN ASSET MANAGEMENT LLC
13F
CIK 916542 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
53,855 | ||
| 36 |
VISTA INVESTMENT MANAGEMENT
13F
CIK 1740140 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
52,349 | ||
| 37 |
AMERIPRISE FINANCIAL INC
13F
CIK 820027 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
48,817 | ||
| 37.1 |
Columbia Integrated Small Cap Growth Fund
Fund
S000074122 · Registered fund · May 31, 2026
Columbia Funds Series Trust II, not summed
|
5,563 | ||
| 38 |
VANGUARD DIVIDEND APPRECIATION INDEX FUND
Fund
S000011322 · Registered fund · Jul 31, 2026
VANGUARD SPECIALIZED FUNDS, not summed
|
47,305 | ||
| 39 |
Empowered Funds, LLC
13F
CIK 1592828 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
45,157 | ||
| 39.1 |
EA Bridgeway Omni Small-Cap Value ETF
Fund
S000078089 · Registered fund · Jun 30, 2026
EA Series Trust, not summed
|
45,157 | ||
| 40 |
Rosenthal | Henry Capital Advisors, Inc.
13F
CIK 1697539 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
45,000 | ||
| 41 |
ALLIANCEBERNSTEIN L.P.
13F
CIK 1109448 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
43,294 | ||
| 42 |
GOLDMAN SACHS GROUP INC
13F
CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
42,680 | ||
| 42.1 |
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
Fund
S000048296 · Registered fund · May 31, 2026
Goldman Sachs ETF Trust, not summed
|
10,938 | ||
| 42.2 |
Goldman Sachs Absolute Return Tracker Fund
Fund
S000020314 · Registered fund · Jun 30, 2026
GOLDMAN SACHS TRUST, not summed
|
4,724 | ||
| 43 |
|
42,443 | ||
| 44 |
|
41,187 | ||
| 45 |
VANGUARD RUSSELL 2000 INDEX FUND
Fund
S000030003 · Registered fund · May 31, 2026
VANGUARD SCOTTSDALE FUNDS, not summed
|
40,889 | ||
| 46 |
Federated Hermes MDT Small Cap Core Fund
Fund
S000012972 · Registered fund · Jul 31, 2026
Federated Hermes MDT Series, not summed
|
39,403 | ||
| 47 |
Uncommon Cents Investing LLC
13F
CIK 1729754 · Registered investment adviser · Sep 30, 2026
|
33,844 | ||
| 48 |
Bank of New York Mellon Corp
13F
CIK 1390777 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
32,634 | ||
| 49 |
|
31,636 | ||
| 50 |
ROYAL BANK OF CANADA
13F
CIK 1000275 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
31,243 |
23 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
Showing 1–50 of 265 holders
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Key facts
CIK
1521951
CUSIP
319390100
13F (30d)
23 filings
23 filers
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