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, Q4 2021
Institutional positions in First Business Financial Services, Inc. as of Dec 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
- 75
- −1 vs. Q3 2021
- Shares held
- 5.11M
- +90.6K (+1.8%) vs. Q3 2021
- Total value
- $149.0M
- +$4.94M (+3.4%) vs. Q3 2021
- New holders
- 6
- 23 more added
- Sold out
- 7
- 24 more reduced
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding First Business Financial Services, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 465,166 | $13.6M | 0.00% | −2,850−0.6% | Reduced |
| Banc Funds Co LLC | 440,610 | $12.9M | 0.97% | −38,657−8.1% | Reduced |
| Manufacturers Life Insurance Company, The | 345,558 | $10.1M | 0.01% | +25,190+7.9% | Added |
| First Business Financial Services, Inc. | 342,705 | $10.0M | 1.06% | +520+0.2% | Added |
| Vanguard Group Inc | 330,235 | $9.63M | 0.00% | −1,275−0.4% | Reduced |
| Pacific Ridge Capital Partners, LLC | 304,236 | $8.88M | 1.58% | +14,900+5.1% | Added |
| M3F, Inc. | 242,219 | $7.07M | 2.37% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 226,465 | $6.61M | 0.01% | −20,641−8.4% | Reduced |
| Fourthstone LLC | 211,053 | $6.16M | 2.32% | +23,711+12.7% | Added |
| Franklin Resources Inc | 145,900 | $4.26M | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 132,590 | $3.87M | 0.00% | +2,884+2.2% | Added |
| Cutler Capital Management, LLC | 131,000 | $3.82M | 1.39% | +4,000+3.1% | Added |
| BHZ Capital Management, LP | 123,524 | $3.60M | 1.43% | 00.0% | Unchanged |
| BlackRock Inc. | 121,418 | $3.54M | 0.00% | +10,174+9.1% | Added |
| River Oaks Capital LLC | 120,853 | $3.52M | 3.26% | +120,853 | New |
| LSV Asset Management | 100,345 | $2.93M | 0.01% | −10,580−9.5% | Reduced |
| Millennium Management LLC | 99,154 | $2.89M | 0.00% | +7,821+8.6% | Added |
| Basswood Capital Management, L.L.C. | 86,078 | $2.51M | 0.12% | −3,612−4.0% | Reduced |
| Bridgeway Capital Management, LLC | 85,208 | $2.49M | 0.05% | 00.0% | Unchanged |
| Hotchkis & Wiley Capital Management LLC | 76,386 | $2.23M | 0.01% | −1,000−1.3% | Reduced |
| Brandywine Global Investment Management, LLC | 72,216 | $2.11M | 0.02% | −2,100−2.8% | Reduced |
| Geode Capital Management, LLC | 62,971 | $1.84M | 0.00% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 60,327 | $1.76M | 0.57% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 55,953 | $1.63M | 0.01% | +6,244+12.6% | Added |
| Northern Trust Corp | 50,407 | $1.47M | 0.00% | −1,189−2.3% | Reduced |
| Goldman Sachs Group Inc | 50,124 | $1.46M | 0.00% | −615−1.2% | Reduced |
| John W. Rosenthal Capital Management, Inc. | 50,000 | $1.46M | 1.10% | 00.0% | Unchanged |
| Vista Investment Management | 46,090 | $1.34M | 0.73% | +2,381+5.4% | Added |
| Susquehanna Fundamental Investments, LLC | 34,400 | $1.00M | 0.03% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 32,624 | $952.0K | 0.00% | +78+0.2% | Added |
| Price T Rowe Associates Inc | 26,488 | $773.0K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 24,251 | $707.0K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 24,221 | $707.0K | 0.00% | +6,341+35.5% | Added |
| Arrowstreet Capital, Limited Partnership | 23,944 | $698.0K | 0.00% | −4,693−16.4% | Reduced |
| Uncommon Cents Investing LLC | 23,805 | $694.0K | 0.26% | +2,256+10.5% | Added |
| Gator Capital Management, LLC | 23,808 | $694.0K | 0.50% | +23,808 | New |
| Susquehanna International Group, LLP | 23,657 | $690.0K | 0.00% | +7,663+47.9% | Added |
| Bank of America Corp | 20,771 | $606.0K | 0.00% | −54−0.3% | Reduced |
| Barclays PLC | 20,501 | $598.0K | 0.00% | −1,185−5.5% | Reduced |
| Kennedy Capital Management, Inc. | 19,855 | $579.0K | 0.01% | +1,821+10.1% | Added |
| Morgan Stanley | 18,048 | $527.0K | 0.00% | −343−1.9% | Reduced |
| Bank of New York Mellon Corp | 16,107 | $469.0K | 0.00% | −5,346−24.9% | Reduced |
| HSBC Holdings PLC | 15,444 | $450.0K | 0.00% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 14,178 | $414.0K | 0.00% | +6,126+76.1% | Added |
| Eidelman Virant Capital | 13,500 | $397.0K | 0.14% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 13,208 | $385.0K | 0.00% | −476−3.5% | Reduced |
| Two Sigma Advisers, LP | 13,000 | $379.0K | 0.00% | −3,000−18.8% | Reduced |
| HRT Financial LP | 12,753 | $372.0K | 0.00% | −8,186−39.1% | Reduced |
| Riverwater Partners LLC | 12,295 | $359.0K | 0.32% | +12,295 | New |
| Globeflex Capital L P | 12,134 | $354.0K | 0.07% | 00.0% | Unchanged |
| Royal Bank of Canada | 11,936 | $348.0K | 0.00% | +4,536+61.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 10,266 | $299.0K | 0.00% | +868+9.2% | Added |
| Ameriprise Financial Inc | 9,600 | $280.0K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 9,240 | $270.0K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 9,200 | $268.0K | 0.00% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 8,000 | $233.0K | 0.07% | 00.0% | Unchanged |
| Winton Group Ltd | 7,341 | $214.0K | 0.01% | −12,658−63.3% | Reduced |
| Northern Oak Wealth Management Inc | 6,102 | $178.0K | 0.02% | +36+0.6% | Added |
| JPMorgan Chase & Co | 4,783 | $140.0K | 0.00% | +4,783 | New |
| Russell Investments Group, Ltd. | 3,905 | $113.0K | 0.00% | +2,005+105.5% | Added |
| Hillsdale Investment Management Inc. | 2,600 | $76.0K | 0.01% | +600+30.0% | Added |
| US Bancorp | 2,000 | $58.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,956 | $57.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 900 | $26.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 901 | $26.0K | 0.00% | +901 | New |
| Marshall Wace, LLP | 648 | $18.0K | 0.00% | −18,792−96.7% | Reduced |
| Optiver Holding B.V. | 548 | $16.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 308 | $9.00K | 0.00% | −2,000−86.7% | Reduced |
| Atwood & Palmer Inc | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 142 | $4.00K | 0.00% | +1+0.7% | Added |
| Tower Research Capital LLC (TRC) | 105 | $3.00K | 0.00% | +85+425.0% | Added |
| JCSD Capital, LLC | 100 | $3.00K | 0.00% | +100 | New |
| BNP Paribas Arbitrage, SA | 82 | $2.39K | 0.00% | −57−41.0% | Reduced |
| Wells Fargo & Company | 44 | $1.00K | 0.00% | −2,000−97.8% | Reduced |
| Captrust Financial Advisors | 17 | $0 | 0.00% | −23−57.5% | Reduced |
| Ergoteles LLC | 0 | $0 | 0.00% | −21,914−100.0% | Sold out |
| David Loasby | 0 | $0 | 0.00% | −18,862−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −9,400−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −8,157−100.0% | Sold out |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −2,014−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −664−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −37−100.0% | Sold out |