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 | $310.6M |
| 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, 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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 17 | $0 | 0.00% | −23−57.5% | Reduced |
| Wells Fargo & Company | 44 | $1.00K | 0.00% | −2,000−97.8% | Reduced |
| BNP Paribas Arbitrage, SA | 82 | $2.39K | 0.00% | −57−41.0% | Reduced |
| Tower Research Capital LLC (TRC) | 105 | $3.00K | 0.00% | +85+425.0% | Added |
| JCSD Capital, LLC | 100 | $3.00K | 0.00% | +100 | New |
| Advisor Group Holdings, Inc. | 142 | $4.00K | 0.00% | +1+0.7% | Added |
| Atwood & Palmer Inc | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 308 | $9.00K | 0.00% | −2,000−86.7% | Reduced |
| Optiver Holding B.V. | 548 | $16.0K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 648 | $18.0K | 0.00% | −18,792−96.7% | Reduced |
| 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 |
| Johnson Financial Group, Inc. | 1,956 | $57.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,000 | $58.0K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 2,600 | $76.0K | 0.01% | +600+30.0% | Added |
| Russell Investments Group, Ltd. | 3,905 | $113.0K | 0.00% | +2,005+105.5% | Added |
| JPMorgan Chase & Co | 4,783 | $140.0K | 0.00% | +4,783 | New |
| Northern Oak Wealth Management Inc | 6,102 | $178.0K | 0.02% | +36+0.6% | Added |
| Winton Group Ltd | 7,341 | $214.0K | 0.01% | −12,658−63.3% | Reduced |
| Mattern Wealth Management LLC | 8,000 | $233.0K | 0.07% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 9,200 | $268.0K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 9,240 | $270.0K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 9,600 | $280.0K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 10,266 | $299.0K | 0.00% | +868+9.2% | Added |
| Royal Bank of Canada | 11,936 | $348.0K | 0.00% | +4,536+61.3% | Added |
| Globeflex Capital L P | 12,134 | $354.0K | 0.07% | 00.0% | Unchanged |
| Riverwater Partners LLC | 12,295 | $359.0K | 0.32% | +12,295 | New |
| HRT Financial LP | 12,753 | $372.0K | 0.00% | −8,186−39.1% | Reduced |
| Two Sigma Advisers, LP | 13,000 | $379.0K | 0.00% | −3,000−18.8% | Reduced |
| Two Sigma Investments, LP | 13,208 | $385.0K | 0.00% | −476−3.5% | Reduced |
| Eidelman Virant Capital | 13,500 | $397.0K | 0.15% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 14,178 | $414.0K | 0.00% | +6,126+76.1% | Added |
| HSBC Holdings PLC | 15,444 | $450.0K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 16,107 | $469.0K | 0.00% | −5,346−24.9% | Reduced |
| Morgan Stanley | 18,048 | $527.0K | 0.00% | −343−1.9% | Reduced |
| Kennedy Capital Management, Inc. | 19,855 | $579.0K | 0.01% | +1,821+10.1% | Added |
| Barclays PLC | 20,501 | $598.0K | 0.00% | −1,185−5.5% | Reduced |
| Bank of America Corp | 20,771 | $606.0K | 0.00% | −54−0.3% | Reduced |
| Susquehanna International Group, LLP | 23,657 | $690.0K | 0.00% | +7,663+47.9% | Added |
| 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 |
| Arrowstreet Capital, Limited Partnership | 23,944 | $698.0K | 0.00% | −4,693−16.4% | Reduced |
| 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 |
| Price T Rowe Associates Inc | 26,488 | $773.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 32,624 | $952.0K | 0.00% | +78+0.2% | Added |
| Susquehanna Fundamental Investments, LLC | 34,400 | $1.00M | 0.03% | 00.0% | Unchanged |
| Vista Investment Management | 46,090 | $1.34M | 0.73% | +2,381+5.4% | Added |
| John W. Rosenthal Capital Management, Inc. | 50,000 | $1.46M | 1.10% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 50,124 | $1.46M | 0.00% | −615−1.2% | Reduced |
| Northern Trust Corp | 50,407 | $1.47M | 0.00% | −1,189−2.3% | Reduced |
| Acadian Asset Management LLC | 55,953 | $1.63M | 0.01% | +6,244+12.6% | Added |
| Poehling Capital Management, LLC | 60,327 | $1.76M | 0.57% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 62,971 | $1.84M | 0.00% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 72,216 | $2.11M | 0.02% | −2,100−2.8% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 76,386 | $2.23M | 0.01% | −1,000−1.3% | Reduced |
| Bridgeway Capital Management, LLC | 85,208 | $2.49M | 0.05% | 00.0% | Unchanged |
| Basswood Capital Management, L.L.C. | 86,078 | $2.51M | 0.12% | −3,612−4.0% | Reduced |
| Millennium Management LLC | 99,154 | $2.89M | 0.00% | +7,821+8.6% | Added |
| LSV Asset Management | 100,345 | $2.93M | 0.01% | −10,580−9.5% | Reduced |
| River Oaks Capital LLC | 120,853 | $3.52M | 3.26% | +120,853 | New |
| BlackRock Inc. | 121,418 | $3.54M | 0.00% | +10,174+9.1% | Added |
| BHZ Capital Management, LP | 123,524 | $3.60M | 1.43% | 00.0% | Unchanged |
| Cutler Capital Management, LLC | 131,000 | $3.82M | 1.39% | +4,000+3.1% | Added |
| Alliancebernstein L.P. | 132,590 | $3.87M | 0.00% | +2,884+2.2% | Added |
| Franklin Resources Inc | 145,900 | $4.26M | 0.00% | 00.0% | Unchanged |
| Fourthstone LLC | 211,053 | $6.16M | 2.32% | +23,711+12.7% | Added |
| Renaissance Technologies LLC | 226,465 | $6.61M | 0.01% | −20,641−8.4% | Reduced |
| M3F, Inc. | 242,219 | $7.07M | 2.37% | 00.0% | Unchanged |
| Pacific Ridge Capital Partners, LLC | 304,236 | $8.88M | 1.58% | +14,900+5.1% | Added |
| Vanguard Group Inc | 330,235 | $9.63M | 0.00% | −1,275−0.4% | Reduced |
| First Business Financial Services, Inc. | 342,705 | $10.0M | 1.06% | +520+0.2% | Added |
| Manufacturers Life Insurance Company, The | 345,558 | $10.1M | 0.01% | +25,190+7.9% | Added |
| Banc Funds Co LLC | 440,610 | $12.9M | 0.97% | −38,657−8.1% | Reduced |
| Dimensional Fund Advisors LP | 465,166 | $13.6M | 0.00% | −2,850−0.6% | 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 |