Security key
319390100
FIRST BUSINESS FINANCIAL SERVICES, INC. - Common Stock (FBIZ)
CUSIP: 319390100
Q2 2017 13F Holders as of 30 Jun 2017
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 5,237,312
- Total 13F value
- $120,873,280
- Share change
- +54,076
- SEC-reported price per share
- $23.08
- Number of holders
- 60
- Value change
- +$574,728
- Number of buys
- 32
- Number of sells
- 20
- Shares outstanding
- 8,268,347
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q2 2017
Institutions
60
Top holders
10
FBIZ full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2017
Previous quarter: Q1 2017
FIRST BUSINESS FINANCIAL SERVICES, INC. SEC filings
FIRST BUSINESS FINANCIAL SERVICES, INC. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 319390100
Recent filing periods:
Ownership snapshot
Top reported holders of FBIZ - FIRST BUSINESS FINANCIAL SERVICES, INC. - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
WELLINGTON MANAGEMENT GRO...
Disclosed value leader
WELLINGTON MANAGEMENT GRO...
Comparable rows
15/15
Latest evidence
31 Mar 2017
13F
Lead comparable stake: 9.3%
Showing 1-6 of 15 holder rows.
Quick read
WELLINGTON MANAGEMENT GROUP LLP leads the comparable SEC ownership view at 9.3%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens WELLINGTON MANAGEMENT GROUP LLP's linked filing trail.
Comparable ownership
Top 5
WELLINGTON MANAGEMENT GROUP LLP
9.3%
BANC FUNDS CO LLC
9.2%
MANUFACTURERS LIFE INSURANCE COMP...
5.9%
FIRST BUSINESS FINANCIAL SERVICES...
4.8%
BlackRock Finance, Inc.
4.7%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP |
13F
Company
|
9.3%
|
$20,067,000
772,985 shares
|
— | 31 Mar 2017 |
| BANC FUNDS CO LLC |
13F
Company
|
9.2%
|
$19,819,000
763,428 shares
|
— | 31 Mar 2017 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE |
13F
Company
|
5.9%
|
$12,616,000
485,992 shares
|
— | 31 Mar 2017 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. |
13F
Company
|
4.8%
|
$10,268,000
395,534 shares
|
— | 31 Mar 2017 |
| BlackRock Finance, Inc. |
13F
Company
|
4.7%
|
$10,182,000
392,212 shares
|
— | 31 Mar 2017 |
| DIMENSIONAL FUND ADVISORS LP |
13F
Company
|
2.6%
|
$5,672,000
218,505 shares
|
— | 31 Mar 2017 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q2 2017
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
60
Shares
5,237,312
Rows available
60
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q2 2017 vs Q1 2017 Across Filers
Q1 2017 holders
64
Q2 2017 holders
60
Holder diff
-4
| Investor | Q1 2017 Shares | Q2 2017 Shares | Share Diff | Share Chg % | Q1 2017 value | Q2 2017 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend