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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 2022

Institutional positions in First Business Financial Services, Inc. as of Jun 30, 2022. 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
90
+15 vs. Q1 2022
Shares held
5.52M
+397.0K (+7.7%) vs. Q1 2022
Total value
$172.3M
+$4.07M (+2.4%) vs. Q1 2022
New holders
24
32 more added
Sold out
9
19 more reduced

2 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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.

Institutional holdersQ2 2022: 90 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 heldQ2 2022: $172.3M
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, Q2 2022

Shares, value and share of portfolio for each institution holding First Business Financial Services, Inc.; share changes are against Q1 2022.

Institutions holding FBIZ in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Credit Suisse AG4$00.00%+4New
Captrust Financial Advisors17$1.00K0.00%00.0%Unchanged
FMR LLC87$3.00K0.00%00.0%Unchanged
JCSD Capital, LLC100$3.00K0.00%00.0%Unchanged
Wells Fargo & Company97$3.00K0.00%+52+115.6%Added
UBS Group AG191$6.00K0.00%−947−83.2%Reduced
Atwood & Palmer Inc200$6.00K0.00%00.0%Unchanged
Harbour Investments, Inc.308$10.0K0.00%+308New
Metropolitan Life Insurance Co496$15.5K0.00%+496New
Citigroup Inc503$16.0K0.00%−3,960−88.7%Reduced
Ameritas Investment Partners, Inc.601$18.0K0.00%+601New
Legal & General Group Plc666$21.0K0.00%+666New
Advisor Group Holdings, Inc.870$27.0K0.00%+442+103.3%Added
Public Employees Retirement System of Ohio900$28.0K0.00%00.0%Unchanged
Lazard Asset Management LLC901$28.0K0.00%00.0%Unchanged
Amalgamated Bank1,016$32.0K0.00%+1,016New
Dorsey Wright & Associates1,288$40.0K0.01%+1,288New
BNP Paribas Arbitrage, SA2,129$66.4K0.00%+2,047+2,496.3%Added
Hillsdale Investment Management Inc.2,600$81.0K0.01%00.0%Unchanged
Tower Research Capital LLC (TRC)3,273$102.0K0.00%+3,052+1,381.0%Added
California State Teachers Retirement System3,430$107.0K0.00%+3,430New
American International Group, Inc.3,754$117.0K0.00%+3,754New
Deutsche Bank AG3,792$118.0K0.00%+3,792New
US Bancorp3,800$119.0K0.00%+1,800+90.0%Added
MetLife Investment Management4,273$133.3K0.00%+4,273New
New York State Common Retirement Fund5,600$175.0K0.00%+5,600New
Northern Oak Wealth Management Inc6,173$193.0K0.03%+36+0.6%Added
Schonfeld Strategic Advisors LLC6,435$200.0K0.00%+6,435New
D. E. Shaw & Co., Inc.6,613$206.0K0.00%+6,613New
JPMorgan Chase & Co7,263$227.0K0.00%+600+9.0%Added
Mattern Wealth Management LLC8,000$250.0K0.10%00.0%Unchanged
Occudo Quantitative Strategies LP8,044$251.0K0.02%+8,044New
HRT Financial LP8,225$256.0K0.00%+8,225New
Susquehanna International Group, LLP8,445$263.0K0.00%−18,113−68.2%Reduced
Kestra Advisory Services, LLC9,200$287.0K0.00%00.0%Unchanged
Ameriprise Financial Inc9,600$299.0K0.00%00.0%Unchanged
Jump Financial, LLC9,600$299.0K0.01%+9,600New
Baird Financial Group, Inc.9,740$304.0K0.00%+500+5.4%Added
Eidelman Virant Capital10,500$326.0K0.24%00.0%Unchanged
Rhumbline Advisers10,976$342.0K0.00%+10,976New
Royal Bank of Canada12,031$375.0K0.00%−2,801−18.9%Reduced
Globeflex Capital L P12,134$378.0K0.09%00.0%Unchanged
Riverwater Partners LLC12,304$384.0K0.39%+9+0.1%Added
Quadrature Capital Ltd13,088$408.0K0.02%+13,088New
HSBC Holdings PLC13,216$411.0K0.00%−2,228−14.4%Reduced
Trexquant Investment LP13,935$435.0K0.02%+13,935New
Morgan Stanley13,977$436.0K0.00%−2,839−16.9%Reduced
Bank of America Corp15,656$488.0K0.00%−4,950−24.0%Reduced
Panagora Asset Management Inc15,900$496.0K0.00%+15,900New
Barclays PLC18,415$575.0K0.00%−2,086−10.2%Reduced
Citadel Advisors LLC18,738$584.0K0.00%+9,342+99.4%Added
Goldman Sachs Group Inc19,639$613.0K0.00%−33,150−62.8%Reduced
Charles Schwab Investment Management Inc19,995$624.0K0.00%+19,995New
Gator Capital Management, LLC23,850$744.0K0.62%00.0%Unchanged
Price T Rowe Associates Inc24,254$756.0K0.00%−2,234−8.4%Reduced
Jacobs Levy Equity Management, Inc26,007$811.0K0.01%+2,606+11.1%Added
Millennium Management LLC27,056$844.0K0.00%−111,662−80.5%Reduced
Nuveen Asset Management, LLC30,908$964.0K0.00%+30,908New
Federated Hermes, Inc.31,613$986.0K0.00%−205−0.6%Reduced
Uncommon Cents Investing LLC34,525$1.08M0.43%+5,330+18.3%Added
Bank of New York Mellon Corp35,680$1.11M0.00%+19,009+114.0%Added
EAM Investors, LLC37,954$1.18M0.29%−448−1.2%Reduced
Two Sigma Advisers, LP38,500$1.20M0.00%+22,300+137.7%Added
American Century Companies Inc40,861$1.27M0.00%+9,532+30.4%Added
Two Sigma Investments, LP40,843$1.27M0.00%+22,588+123.7%Added
BHZ Capital Management, LP43,832$1.37M0.67%−77,961−64.0%Reduced
Johnson Financial Group, Inc.44,387$1.38M0.10%+42,431+2,169.3%Added
Vista Investment Management46,010$1.44M0.87%−144−0.3%Reduced
Invesco Ltd.47,714$1.49M0.00%+47,714New
Poehling Capital Management, LLC60,327$1.88M0.71%00.0%Unchanged
State Street Corp80,973$2.53M0.00%+54,646+207.6%Added
Hotchkis & Wiley Capital Management LLC83,299$2.60M0.01%+2,130+2.6%Added
Acadian Asset Management LLC88,274$2.75M0.01%+20,485+30.2%Added
Northern Trust Corp100,124$3.12M0.00%+53,225+113.5%Added
LSV Asset Management104,824$3.27M0.01%+4,780+4.8%Added
Bridgeway Capital Management, LLC112,108$3.50M0.08%00.0%Unchanged
River Oaks Capital LLC127,200$3.97M4.26%+1,500+1.2%Added
Geode Capital Management, LLC127,326$3.97M0.00%+63,241+98.7%Added
Franklin Resources Inc130,590$4.07M0.00%−2,910−2.2%Reduced
Cutler Capital Management, LLC135,050$4.21M1.63%+2,450+1.8%Added
Alliancebernstein L.P.160,728$5.01M0.00%+21,620+15.5%Added
Pacific Ridge Capital Partners, LLC204,864$6.39M1.51%−98,706−32.5%Reduced
Renaissance Technologies LLC206,065$6.43M0.01%−9,600−4.5%Reduced
M3F, Inc.291,171$9.08M2.95%+45,557+18.5%Added
Vanguard Group Inc338,625$10.6M0.00%+13,048+4.0%Added
Manufacturers Life Insurance Company, The344,275$10.7M0.01%−2,208−0.6%Reduced
First Business Financial Services, Inc.354,963$11.1M1.49%+12,000+3.5%Added
BlackRock Inc.476,587$14.9M0.00%+349,862+276.1%Added
Dimensional Fund Advisors LP490,068$15.3M0.01%+14,528+3.1%Added
Banc Funds Co LLC573,371$17.9M1.62%+58,500+11.4%Added
Fourthstone LLC0$00.00%−169,616−100.0%Sold out
Brandywine Global Investment Management, LLC0$00.00%−72,216−100.0%Sold out
Kennedy Capital Management, Inc.0$00.00%−19,918−100.0%Sold out
Jane Street Group, LLC0$00.00%−10,203−100.0%Sold out
Man Group plc0$00.00%−9,998−100.0%Sold out
683 Capital Management, LLC0$00.00%−8,889−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−7,841−100.0%Sold out
Russell Investments Group, Ltd.0$00.00%−3,005−100.0%Sold out
The PNC Financial Services Group, Inc.0$00.00%−35−100.0%Sold out
John W. Rosenthal Capital Management, Inc.––––Not filed