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 | $310.6M |
| Q3 2025 | 136 | $292.2M |
| Q2 2025 | 117 | $285.2M |
| Q1 2025 | 116 | $264.0M |
| Q4 2024 | 104 | $257.0M |
| Q3 2024 | 94 | $241.3M |
| Q2 2024 | 88 | $192.6M |
| Q1 2024 | 84 | $194.9M |
| Q4 2023 | 84 | $207.0M |
| 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 | $149.0M |
| 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 |
|---|---|---|---|---|---|
| Citigroup Inc | 2 | $0 | 0.00% | −538−99.6% | 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 |
| New York State Common Retirement Fund | 66 | $2.00K | 0.00% | −7,934−99.2% | Reduced |
| Advisor Group Holdings, Inc. | 141 | $4.00K | 0.00% | +1+0.7% | Added |
| Atwood & Palmer Inc | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 253 | $7.00K | 0.00% | +253 | New |
| BNP Paribas Arbitrage, SA | 450 | $12.2K | 0.00% | −3,696−89.1% | Reduced |
| Optiver Holding B.V. | 548 | $15.0K | 0.00% | +548 | New |
| Public Employees Retirement System of Ohio | 900 | $24.0K | 0.00% | +900 | New |
| Wells Fargo & Company | 1,047 | $28.0K | 0.00% | −35,422−97.1% | Reduced |
| Hillsdale Investment Management Inc. | 1,600 | $43.0K | 0.00% | +1,600 | New |
| Russell Investments Group, Ltd. | 1,900 | $51.0K | 0.00% | +1,900 | New |
| Johnson Financial Group, Inc. | 1,956 | $53.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,000 | $54.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,308 | $62.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,669 | $72.0K | 0.00% | +1,979+286.8% | Added |
| JPMorgan Chase & Co | 4,009 | $109.0K | 0.00% | −62,224−93.9% | Reduced |
| Northern Oak Wealth Management Inc | 6,028 | $163.0K | 0.02% | +39+0.7% | Added |
| Mattern Wealth Management LLC | 8,000 | $213.0K | 0.07% | +8,000 | New |
| Royal Bank of Canada | 8,700 | $235.0K | 0.00% | +576+7.1% | Added |
| Jacobs Levy Equity Management, Inc | 8,877 | $240.0K | 0.00% | +8,877 | New |
| Jump Financial, LLC | 9,100 | $246.0K | 0.02% | +9,100 | New |
| Zebra Capital Management LLC | 9,159 | $248.0K | 0.29% | −528−5.5% | Reduced |
| Baird Financial Group, Inc. | 9,240 | $250.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 9,740 | $263.0K | 0.00% | +9,740 | New |
| Jane Street Group, LLC | 10,259 | $278.0K | 0.00% | +10,259 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 10,707 | $290.0K | 0.00% | +10,707 | New |
| 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 |
| Eidelman Virant Capital | 13,500 | $365.0K | 0.14% | −4,400−24.6% | Reduced |
| Ameriprise Financial Inc | 13,600 | $368.0K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 14,211 | $384.0K | 0.00% | −1,776−11.1% | Reduced |
| Quadrature Capital Ltd | 14,451 | $390.0K | 0.01% | +14,451 | New |
| American Century Companies Inc | 15,390 | $417.0K | 0.00% | +4,170+37.2% | Added |
| Kennedy Capital Management, Inc. | 17,810 | $482.0K | 0.01% | +17,810 | New |
| David Loasby | 18,862 | $511.0K | 0.07% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 20,055 | $543.0K | 0.22% | +385+2.0% | Added |
| Winton Group Ltd | 20,297 | $549.0K | 0.03% | +1,386+7.3% | Added |
| Barclays PLC | 20,842 | $564.0K | 0.00% | −5,674−21.4% | Reduced |
| Bank of New York Mellon Corp | 21,642 | $585.0K | 0.00% | −20,929−49.2% | Reduced |
| Ergoteles LLC | 21,700 | $587.0K | 0.01% | +21,700 | New |
| State Street Corp | 22,451 | $608.0K | 0.00% | −115,823−83.8% | Reduced |
| Bank of America Corp | 22,758 | $616.0K | 0.00% | −9,412−29.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 23,578 | $638.0K | 0.00% | +23,578 | New |
| HRT Financial LP | 23,669 | $640.0K | 0.01% | +23,669 | New |
| Marshall Wace, LLP | 25,011 | $677.0K | 0.00% | +25,011 | New |
| Price T Rowe Associates Inc | 26,488 | $717.0K | 0.00% | −2,871−9.8% | Reduced |
| Goldman Sachs Group Inc | 26,705 | $723.0K | 0.00% | +8,036+43.0% | Added |
| Parametric Portfolio Associates LLC | 28,645 | $775.0K | 0.00% | +331+1.2% | Added |
| Federated Hermes, Inc. | 32,831 | $889.0K | 0.00% | −719−2.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 34,400 | $931.0K | 0.02% | +34,400 | New |
| Acadian Asset Management LLC | 40,587 | $1.10M | 0.00% | +14,245+54.1% | Added |
| Vista Investment Management | 43,972 | $1.19M | 0.70% | +71+0.2% | Added |
| John W. Rosenthal Capital Management, Inc. | 50,000 | $1.35M | 1.09% | 00.0% | Unchanged |
| Northern Trust Corp | 53,921 | $1.46M | 0.00% | −62,356−53.6% | Reduced |
| Poehling Capital Management, LLC | 60,327 | $1.63M | 0.52% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 61,761 | $1.67M | 0.00% | −44,880−42.1% | Reduced |
| Basswood Capital Management, L.L.C. | 69,980 | $1.89M | 0.08% | +69,980 | New |
| Brandywine Global Investment Management, LLC | 75,116 | $2.03M | 0.02% | −6,000−7.4% | 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 |
| BlackRock Inc. | 87,471 | $2.37M | 0.00% | −465,510−84.2% | Reduced |
| Cutler Capital Management, LLC | 107,000 | $2.90M | 1.11% | +21,500+25.1% | Added |
| Alliancebernstein L.P. | 107,608 | $2.91M | 0.00% | +40,534+60.4% | Added |
| LSV Asset Management | 110,925 | $3.00M | 0.01% | −700−0.6% | Reduced |
| BHZ Capital Management, LP | 123,524 | $3.34M | 1.24% | −14,431−10.5% | Reduced |
| Franklin Resources Inc | 145,900 | $3.95M | 0.00% | +68,964+89.6% | Added |
| Millennium Management LLC | 149,914 | $4.06M | 0.01% | +149,914 | New |
| Fourthstone LLC | 149,932 | $4.12M | 1.75% | +136,016+977.4% | Added |
| M3F, Inc. | 239,454 | $6.48M | 2.30% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 269,965 | $7.31M | 0.01% | +48,600+22.0% | Added |
| Manufacturers Life Insurance Company, The | 303,416 | $8.21M | 0.01% | +11,385+3.9% | Added |
| Pacific Ridge Capital Partners, LLC | 306,633 | $8.30M | 1.50% | +13,204+4.5% | Added |
| First Business Financial Services, Inc. | 341,117 | $9.23M | 1.08% | −4,648−1.3% | Reduced |
| Vanguard Group Inc | 363,765 | $9.85M | 0.00% | −56,323−13.4% | Reduced |
| Dimensional Fund Advisors LP | 454,026 | $12.3M | 0.00% | +10,739+2.4% | Added |
| Banc Funds Co LLC | 671,447 | $18.2M | 1.33% | −100,641−13.0% | 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 |