FBIZ

First Business Financial Ser Cross-source read
FinancialsCUSIP 319390100

Among active 13F managers last quarter, 6 opened and 24 added, while 14 reduced; the largest holder to move was First Business Financial Services, Inc. (−5.8%). Over the last 180 days, 1 insider sold and none bought, a net -$47K in open-market trades.

Tracked 13F holders
133
50 in Q2 2026 filings
13F value (tracked)
$295.8M
Smart-money readMixed
Net sellingNet buying
Funds · active managers, latest 13F
30 adding · 14 trimming
Insiders · Form 4 open-market, 180d
0 buying · 1 selling · -$47K
US House · STOCK Act, 180d
0 buying · 0 selling

The legs disagree, or only one of them leans.

Who owns FBIZ?

133 tracked 13F filers · ranked by shares held

133 tracked 13F filers disclose a position in FBIZ as of the latest SEC 13F filings, a combined $295.8M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1BlackRock, Inc.870K
$46.9M
~0%
Added · +414 sh
Q1 2026
2Dimensional Fund Advisors LP500K
$27.0M
+0.1%
Added · +340 sh
Q1 2026
3Vanguard Capital Management LLC341K
$18.4M
New filer
Inherited book · not a new buyer
Q1 2026
4First Business Financial Services, Inc.340K
$21.5M
−5.8%
Reduced · −21K sh
Q2 2026
5Manufacturers Life Insurance Company, The245K
$13.2M
−1.5%
Reduced · −4K sh
Q1 2026
6American Century Companies Inc240K
$13.0M
+11%
Added · +23K sh
Q1 2026
7Geode Capital Management, LLC215K
$13.6M
+7.6%
Added · +15K sh
Q2 2026
8State Street Corp187K
$11.8M
+7.8%
Added · +14K sh
Q2 2026
9Cutler Capital Management, LLC155K
$8.3M
+0.5%
Added · +805 sh
Q1 2026
10Pacific Ridge Capital Partners, LLC140K
$8.8M
−0.8%
Reduced · −1K sh
Q2 2026
11Renaissance Technologies LLC122K
$6.6M
−4.5%
Reduced · −6K sh
Q1 2026
12Federated Hermes, Inc.116K
$6.3M
+11%
Added · +11K sh
Q1 2026
13De Lisle Partners LLP99K
$6.3M
Held
Q2 2026
14AQR Capital Management LLC95K
$5.1M
−11%
Reduced · −11K sh
Q1 2026
15Vanguard Portfolio Management LLC92K
$5.0M
New filer
Inherited book · not a new buyer
Q1 2026
16Hillsdale Investment Management Inc.83K
$4.5M
Held
Q1 2026
17Northern Trust Corp79K
$4.3M
+5.2%
Added · +4K sh
Q1 2026
18Bridgeway Capital Management, LLC77K
$4.2M
+5.0%
Added · +4K sh
Q1 2026
19Morgan Stanley76K
$4.1M
+49%
Added · +25K sh
Q1 2026
20Qube Research & Technologies Ltd60K
$3.3M
+62%
Added · +23K sh
Q1 2026
21AllianceBernstein L.P.59K
$3.2M
−16%
Reduced · −11K sh
Q1 2026
22Goldman Sachs Group Inc55K
$3.0M
+5.3%
Added · +3K sh
Q1 2026
23Vista Investment Management52K
$3.3M
−0.8%
Reduced · −421 sh
Q2 2026
24Vanguard Fiduciary Trust Co52K
$2.8M
New filer
Inherited book · not a new buyer
Q1 2026
25Ameriprise Financial Inc48K
$2.6M
+21%
Added · +9K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is FBIZ being bought or sold by institutions?

Last quarter, 6 funds opened a new position in FBIZ and 24 added to an existing one, while 14 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
6
funds took a first position
Added
24
added to an existing position
Reduced
14
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own FBIZ also own

CompanyCo-held byTheir position there
Microsoft CorpMSFT70 funds$152.4B
JPMorgan Chase & CoJPM70 funds$32.5B
Alphabet Inc-CL AGOOGL69 funds$85.3B
Amazon.com IncAMZN68 funds$107.1B
Berkshire Hathaway Inc-CL BBRK/B68 funds$20.3B
Alphabet Inc-CL CGOOG67 funds$74.2B
Bank Of America CorpBAC67 funds$19.2B
Nvidia CorpNVDA66 funds$216.2B
Meta Platforms Inc-Class AMETA66 funds$59.8B
Eli Lilly & CoLLY66 funds$42.4B
Chevron CorpCVX66 funds$16.8B
Wells Fargo & CoWFC66 funds$9.6B

Ranked by how many of FBIZ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in FBIZ.

Insider activity (Form 4)

Full insider page →
Sells · 180d
$47K
1 insider
Net · 180d
-$47K
1 open-market transaction
DateInsiderRoleActionSharesValue
Aug 27, 2026Chandler Jodi AChief Human Resources OfficerSell (S)675$47K
Nov 7, 2025Crampton Kevin DChief Accounting OfficerBuy (P)71$4K
Jul 30, 2025Graham Jason RDirectorBuy (P)1K$48K
Jul 30, 2025Kauten Ralph R.DirectorBuy (P)10K$478K
Feb 7, 2025Ovokaitys DanielChief Information OfficerSell (S)5K$263K
Dec 13, 2024Sanders Carol PDirectorSell (S)
2 lots, same day
9K$434K
Nov 19, 2024Lorenz William KentDirectorSell (S)1K$49K
Nov 7, 2024Chambas Corey ACEO, DirectorSell (S)40K$2.0M
Oct 31, 2024Hartlieb James EdwardPres&CEO First Business BankSell (S)6K$274K
Oct 30, 2024Sanders Carol PDirectorBuy (P)
2 lots, same day
134$6K
Aug 23, 2024Ovokaitys DanielChief Information OfficerSell (S)1K$48K
Aug 19, 2024Lorenz William KentDirectorSell (S)1K$49K

One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
4527
Insiders
Form 4 open-market
01-$47K
US House
STOCK Act trades
00$0
Sector rotation
FBIZ is in Financials, which smart money is rotating OUT OF
$23.1B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

50 tracked filers in Q2 2026 filingsstill filing
065129Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $71.2M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

0 most recent

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in FBIZ

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/FBIZ/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for FBIZ.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + the live filing stream, joined for FBIZ. Filings are public domain, sourced to SEC EDGAR.