Skip to main content

First Business Financial Services, Inc.

FBIZ
Exchange
Nasdaq
Industry
State Commercial Banks
SEC CIK
0001521951

In the last 90 days, First Business Financial Services, Inc. insiders filed 0 open-market purchases and 1 sale; 141 institutions reported holding it in 13F filings for Q2 2026, worth $375.1M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in First Business Financial Services, Inc. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
77
No complete 13F data for Q4 2020
Shares held
5.57M
No complete 13F data for Q4 2020
Total value
$137.8M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting FBIZ on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 77 institutions
Q1 2021: 77 institutionsQ2 2021: 78 institutionsQ3 2021: 76 institutionsQ4 2021: 75 institutionsQ1 2022: 77 institutionsQ2 2022: 90 institutionsQ3 2022: 86 institutionsQ4 2022: 89 institutionsQ1 2023: 85 institutionsQ2 2023: 80 institutionsQ3 2023: 82 institutionsQ4 2023: 84 institutionsQ1 2024: 84 institutionsQ2 2024: 88 institutionsQ3 2024: 94 institutionsQ4 2024: 104 institutionsQ1 2025: 116 institutionsQ2 2025: 117 institutionsQ3 2025: 136 institutionsQ4 2025: 139 institutionsQ1 2026: 144 institutionsQ2 2026: 141 institutions
Value heldQ1 2021: $137.8M
Q1 2021: $137.8MQ2 2021: $140.0MQ3 2021: $144.1MQ4 2021: $149.0MQ1 2022: $171.0MQ2 2022: $172.3MQ3 2022: $180.3MQ4 2022: $196.2MQ1 2023: $162.8MQ2 2023: $156.0MQ3 2023: $156.1MQ4 2023: $207.0MQ1 2024: $194.9MQ2 2024: $192.6MQ3 2024: $241.3MQ4 2024: $257.0MQ1 2025: $264.0MQ2 2025: $285.2MQ3 2025: $292.2MQ4 2025: $310.6MQ1 2026: $311.6MQ2 2026: $375.1M
Institutions holding FBIZ and their total value by quarter
QuarterHoldersValue
Q2 2026141$375.1M
Q1 2026144$311.6M
Q4 2025139$310.6M
Q3 2025136$292.2M
Q2 2025117$285.2M
Q1 2025116$264.0M
Q4 2024104$257.0M
Q3 202494$241.3M
Q2 202488$192.6M
Q1 202484$194.9M
Q4 202384$207.0M
Q3 202382$156.1M
Q2 202380$156.0M
Q1 202385$162.8M
Q4 202289$196.2M
Q3 202286$180.3M
Q2 202290$172.3M
Q1 202277$171.0M
Q4 202175$149.0M
Q3 202176$144.1M
Q2 202178$140.0M
Q1 202177$137.8M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding First Business Financial Services, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding FBIZ in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
TCI Wealth Advisors, Inc.91$2.00K0.00%––
Captrust Financial Advisors131$3.00K0.00%––
Advisor Group Holdings, Inc.140$3.00K0.00%––
Simplex Trading, LLC200$4.00K0.00%––
Atwood & Palmer Inc200$5.00K0.00%––
Citigroup Inc540$13.0K0.00%––
Valeo Financial Advisors, LLC550$14.0K0.00%––
Tower Research Capital LLC (TRC)690$17.0K0.00%––
Legal & General Group Plc722$18.0K0.00%––
Ameritas Investment Partners, Inc.708$18.0K0.00%––
Sowell Financial Services LLC1,387$38.0K0.00%––
Johnson Financial Group, Inc.1,956$48.0K0.00%––
US Bancorp2,000$49.0K0.00%––
UBS Group AG2,103$52.0K0.00%––
Harbour Investments, Inc.2,308$57.0K0.00%––
Bank of Montreal4,153$101.0K0.00%––
BNP Paribas Arbitrage, SA4,146$102.5K0.00%––
American International Group, Inc.4,747$117.0K0.00%––
Deutsche Bank AG5,300$131.0K0.00%––
Northern Oak Wealth Management Inc5,989$148.0K0.02%––
Morgan Stanley6,030$149.0K0.00%––
New York State Common Retirement Fund8,000$198.0K0.00%––
Royal Bank of Canada8,124$201.0K0.00%––
Wellington Management Group LLP8,656$214.0K0.00%––
Baird Financial Group, Inc.9,240$229.0K0.00%––
Zebra Capital Management LLC9,687$239.0K0.26%––
Wedge Capital Management L L P10,771$266.0K0.00%––
American Century Companies Inc11,220$277.0K0.00%––
Martingale Asset Management L P11,410$283.0K0.00%––
California State Teachers Retirement System12,278$304.0K0.00%––
Rhumbline Advisers13,207$327.0K0.00%––
Ameriprise Financial Inc13,600$336.0K0.00%––
Fourthstone LLC13,916$344.0K0.17%––
Mackay Shields LLC14,967$370.0K0.00%––
HSBC Holdings PLC15,987$397.0K0.00%––
California Public Employees Retirement System16,500$408.0K0.00%––
Eidelman Virant Capital17,900$444.0K0.18%––
Goldman Sachs Group Inc18,669$462.0K0.00%––
David Loasby18,862$466.0K0.07%––
Winton Group Ltd18,911$468.0K0.03%––
Uncommon Cents Investing LLC19,670$486.0K0.21%––
Charles Schwab Investment Management Inc19,927$493.0K0.00%––
STRS Ohio25,200$623.0K0.00%––
Prudential Financial Inc25,188$623.0K0.00%––
Acadian Asset Management LLC26,342$652.0K0.00%––
Barclays PLC26,516$655.0K0.00%––
Parametric Portfolio Associates LLC28,314$700.0K0.00%––
Price T Rowe Associates Inc29,359$726.0K0.00%––
Bank of America Corp32,170$796.0K0.00%––
Federated Hermes, Inc.33,550$830.0K0.00%––
Nuveen Asset Management, LLC35,310$873.0K0.00%––
Wells Fargo & Company36,469$902.0K0.00%––
Bank of New York Mellon Corp42,571$1.05M0.00%––
Vista Investment Management43,901$1.09M0.68%––
John W. Rosenthal Capital Management, Inc.50,000$1.24M1.00%––
Poehling Capital Management, LLC60,327$1.49M0.52%––
JPMorgan Chase & Co66,233$1.64M0.00%––
Alliancebernstein L.P.67,074$1.66M0.00%––
Franklin Resources Inc76,936$1.90M0.00%––
Brandywine Global Investment Management, LLC81,116$2.01M0.02%––
Bridgeway Capital Management, LLC85,208$2.11M0.04%––
Cutler Capital Management, LLC85,500$2.11M0.86%––
Hotchkis & Wiley Capital Management LLC87,526$2.17M0.01%––
Geode Capital Management, LLC106,641$2.64M0.00%––
LSV Asset Management111,625$2.76M0.00%––
Northern Trust Corp116,277$2.88M0.00%––
BHZ Capital Management, LP137,955$3.41M1.08%––
State Street Corp138,274$3.42M0.00%––
Renaissance Technologies LLC221,365$5.47M0.01%––
M3F, Inc.239,454$5.92M2.40%––
Manufacturers Life Insurance Company, The292,031$7.22M0.01%––
Pacific Ridge Capital Partners, LLC293,429$7.26M1.37%––
First Business Financial Services, Inc.345,765$8.55M1.14%––
Vanguard Group Inc420,088$10.4M0.00%––
Dimensional Fund Advisors LP443,287$11.0M0.00%––
BlackRock Inc.552,981$13.7M0.00%––
Banc Funds Co LLC772,088$19.1M1.45%––