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, Q2 2021
Institutional positions in First Business Financial Services, Inc. as of Jun 30, 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
- 78
- +1 vs. Q1 2021
- Shares held
- 5.17M
- −399.7K (−7.2%) vs. Q1 2021
- Total value
- $140.0M
- +$2.26M (+1.6%) vs. Q1 2021
- New holders
- 21
- 20 more added
- Sold out
- 20
- 26 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 141 | $375.1M |
| Q1 2026 | 144 | $311.6M |
| Q4 2025 | 139 | $310.8M |
| Q3 2025 | 136 | $293.0M |
| Q2 2025 | 117 | $286.5M |
| Q1 2025 | 116 | $264.0M |
| Q4 2024 | 104 | $257.0M |
| Q3 2024 | 94 | $242.5M |
| Q2 2024 | 88 | $192.8M |
| Q1 2024 | 84 | $199.0M |
| Q4 2023 | 84 | $208.6M |
| Q3 2023 | 82 | $156.1M |
| Q2 2023 | 80 | $156.0M |
| Q1 2023 | 85 | $162.8M |
| Q4 2022 | 89 | $196.2M |
| Q3 2022 | 86 | $180.3M |
| Q2 2022 | 90 | $172.3M |
| Q1 2022 | 77 | $171.0M |
| Q4 2021 | 75 | $150.3M |
| Q3 2021 | 76 | $144.1M |
| Q2 2021 | 78 | $140.0M |
| Q1 2021 | 77 | $137.8M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding First Business Financial Services, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Banc Funds Co LLC | 671,447 | $18.2M | 1.33% | −100,641−13.0% | Reduced |
| Dimensional Fund Advisors LP | 454,026 | $12.3M | 0.00% | +10,739+2.4% | Added |
| Vanguard Group Inc | 363,765 | $9.85M | 0.00% | −56,323−13.4% | Reduced |
| First Business Financial Services, Inc. | 341,117 | $9.23M | 1.08% | −4,648−1.3% | Reduced |
| Pacific Ridge Capital Partners, LLC | 306,633 | $8.30M | 1.50% | +13,204+4.5% | Added |
| Manufacturers Life Insurance Company, The | 303,416 | $8.21M | 0.01% | +11,385+3.9% | Added |
| Renaissance Technologies LLC | 269,965 | $7.31M | 0.01% | +48,600+22.0% | Added |
| M3F, Inc. | 239,454 | $6.48M | 2.30% | 00.0% | Unchanged |
| Fourthstone LLC | 149,932 | $4.12M | 1.75% | +136,016+977.4% | Added |
| Millennium Management LLC | 149,914 | $4.06M | 0.01% | +149,914 | New |
| Franklin Resources Inc | 145,900 | $3.95M | 0.00% | +68,964+89.6% | Added |
| BHZ Capital Management, LP | 123,524 | $3.34M | 1.24% | −14,431−10.5% | Reduced |
| LSV Asset Management | 110,925 | $3.00M | 0.01% | −700−0.6% | Reduced |
| Alliancebernstein L.P. | 107,608 | $2.91M | 0.00% | +40,534+60.4% | Added |
| Cutler Capital Management, LLC | 107,000 | $2.90M | 1.11% | +21,500+25.1% | Added |
| BlackRock Inc. | 87,471 | $2.37M | 0.00% | −465,510−84.2% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 85,226 | $2.31M | 0.01% | −2,300−2.6% | Reduced |
| Bridgeway Capital Management, LLC | 85,208 | $2.31M | 0.04% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 75,116 | $2.03M | 0.02% | −6,000−7.4% | Reduced |
| Basswood Capital Management, L.L.C. | 69,980 | $1.89M | 0.08% | +69,980 | New |
| Geode Capital Management, LLC | 61,761 | $1.67M | 0.00% | −44,880−42.1% | Reduced |
| Poehling Capital Management, LLC | 60,327 | $1.63M | 0.52% | 00.0% | Unchanged |
| Northern Trust Corp | 53,921 | $1.46M | 0.00% | −62,356−53.6% | Reduced |
| John W. Rosenthal Capital Management, Inc. | 50,000 | $1.35M | 1.09% | 00.0% | Unchanged |
| Vista Investment Management | 43,972 | $1.19M | 0.70% | +71+0.2% | Added |
| Acadian Asset Management LLC | 40,587 | $1.10M | 0.00% | +14,245+54.1% | Added |
| Susquehanna Fundamental Investments, LLC | 34,400 | $931.0K | 0.02% | +34,400 | New |
| Federated Hermes, Inc. | 32,831 | $889.0K | 0.00% | −719−2.1% | Reduced |
| Parametric Portfolio Associates LLC | 28,645 | $775.0K | 0.00% | +331+1.2% | Added |
| Goldman Sachs Group Inc | 26,705 | $723.0K | 0.00% | +8,036+43.0% | Added |
| Price T Rowe Associates Inc | 26,488 | $717.0K | 0.00% | −2,871−9.8% | Reduced |
| Marshall Wace, LLP | 25,011 | $677.0K | 0.00% | +25,011 | New |
| HRT Financial LP | 23,669 | $640.0K | 0.01% | +23,669 | New |
| Arrowstreet Capital, Limited Partnership | 23,578 | $638.0K | 0.00% | +23,578 | New |
| Bank of America Corp | 22,758 | $616.0K | 0.00% | −9,412−29.3% | Reduced |
| State Street Corp | 22,451 | $608.0K | 0.00% | −115,823−83.8% | Reduced |
| Ergoteles LLC | 21,700 | $587.0K | 0.01% | +21,700 | New |
| Bank of New York Mellon Corp | 21,642 | $585.0K | 0.00% | −20,929−49.2% | Reduced |
| Barclays PLC | 20,842 | $564.0K | 0.00% | −5,674−21.4% | Reduced |
| Winton Group Ltd | 20,297 | $549.0K | 0.03% | +1,386+7.3% | Added |
| Uncommon Cents Investing LLC | 20,055 | $543.0K | 0.22% | +385+2.0% | Added |
| David Loasby | 18,862 | $511.0K | 0.07% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 17,810 | $482.0K | 0.01% | +17,810 | New |
| American Century Companies Inc | 15,390 | $417.0K | 0.00% | +4,170+37.2% | Added |
| Quadrature Capital Ltd | 14,451 | $390.0K | 0.01% | +14,451 | New |
| HSBC Holdings PLC | 14,211 | $384.0K | 0.00% | −1,776−11.1% | Reduced |
| Ameriprise Financial Inc | 13,600 | $368.0K | 0.00% | 00.0% | Unchanged |
| Eidelman Virant Capital | 13,500 | $365.0K | 0.14% | −4,400−24.6% | Reduced |
| Morgan Stanley | 12,465 | $338.0K | 0.00% | +6,435+106.7% | Added |
| Tibra Equities Europe Ltd | 12,500 | $338.0K | 0.10% | +12,500 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 10,707 | $290.0K | 0.00% | +10,707 | New |
| Jane Street Group, LLC | 10,259 | $278.0K | 0.00% | +10,259 | New |
| Citadel Advisors LLC | 9,740 | $263.0K | 0.00% | +9,740 | New |
| Baird Financial Group, Inc. | 9,240 | $250.0K | 0.00% | 00.0% | Unchanged |
| Zebra Capital Management LLC | 9,159 | $248.0K | 0.29% | −528−5.5% | Reduced |
| Jump Financial, LLC | 9,100 | $246.0K | 0.02% | +9,100 | New |
| Jacobs Levy Equity Management, Inc | 8,877 | $240.0K | 0.00% | +8,877 | New |
| Royal Bank of Canada | 8,700 | $235.0K | 0.00% | +576+7.1% | Added |
| Mattern Wealth Management LLC | 8,000 | $213.0K | 0.07% | +8,000 | New |
| Northern Oak Wealth Management Inc | 6,028 | $163.0K | 0.02% | +39+0.7% | Added |
| JPMorgan Chase & Co | 4,009 | $109.0K | 0.00% | −62,224−93.9% | Reduced |
| Tower Research Capital LLC (TRC) | 2,669 | $72.0K | 0.00% | +1,979+286.8% | Added |
| Harbour Investments, Inc. | 2,308 | $62.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,000 | $54.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,956 | $53.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1,900 | $51.0K | 0.00% | +1,900 | New |
| Hillsdale Investment Management Inc. | 1,600 | $43.0K | 0.00% | +1,600 | New |
| Wells Fargo & Company | 1,047 | $28.0K | 0.00% | −35,422−97.1% | Reduced |
| Public Employees Retirement System of Ohio | 900 | $24.0K | 0.00% | +900 | New |
| Optiver Holding B.V. | 548 | $15.0K | 0.00% | +548 | New |
| BNP Paribas Arbitrage, SA | 450 | $12.2K | 0.00% | −3,696−89.1% | Reduced |
| Panagora Asset Management Inc | 253 | $7.00K | 0.00% | +253 | New |
| Atwood & Palmer Inc | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 141 | $4.00K | 0.00% | +1+0.7% | Added |
| New York State Common Retirement Fund | 66 | $2.00K | 0.00% | −7,934−99.2% | Reduced |
| Deutsche Bank AG | 37 | $1.00K | 0.00% | −5,263−99.3% | Reduced |
| Captrust Financial Advisors | 40 | $1.00K | 0.00% | −91−69.5% | Reduced |
| Citigroup Inc | 2 | $0 | 0.00% | −538−99.6% | Reduced |
| Nuveen Asset Management, LLC | 0 | $0 | 0.00% | −35,310−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −25,200−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −25,188−100.0% | Sold out |
| Charles Schwab Investment Management Inc | 0 | $0 | 0.00% | −19,927−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −16,500−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −14,967−100.0% | Sold out |
| Rhumbline Advisers | 0 | $0 | 0.00% | −13,207−100.0% | Sold out |
| California State Teachers Retirement System | 0 | $0 | 0.00% | −12,278−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −11,410−100.0% | Sold out |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −10,771−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −8,656−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −4,747−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −4,153−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −2,103−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −1,387−100.0% | Sold out |
| Legal & General Group Plc | 0 | $0 | 0.00% | −722−100.0% | Sold out |
| Ameritas Investment Partners, Inc. | 0 | $0 | 0.00% | −708−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −550−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −91−100.0% | Sold out |