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, Q3 2022
Institutional positions in First Business Financial Services, Inc. as of Sep 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
- 86
- −3 vs. Q2 2022
- Shares held
- 5.57M
- +50.4K (+0.9%) vs. Q2 2022
- Total value
- $180.3M
- +$8.09M (+4.7%) vs. Q2 2022
- New holders
- 6
- 34 more added
- Sold out
- 9
- 27 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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.
| 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, Q3 2022
Shares, value and share of portfolio for each institution holding First Business Financial Services, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Credit Suisse AG | 44 | $1.00K | 0.00% | +40+1,000.0% | Added |
| JCSD Capital, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 86 | $3.00K | 0.00% | +86 | New |
| Citigroup Inc | 123 | $4.00K | 0.00% | −380−75.5% | Reduced |
| FMR LLC | 105 | $4.00K | 0.00% | +18+20.7% | Added |
| Atwood & Palmer Inc | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 308 | $10.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 496 | $16.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 612 | $19.0K | 0.00% | −2,661−81.3% | Reduced |
| Ameritas Investment Partners, Inc. | 601 | $19.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 741 | $24.0K | 0.00% | −129−14.8% | Reduced |
| Legal & General Group Plc | 816 | $26.0K | 0.00% | +150+22.5% | Added |
| Public Employees Retirement System of Ohio | 900 | $29.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,016 | $33.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,404 | $45.0K | 0.00% | +503+55.8% | Added |
| Hillsdale Investment Management Inc. | 2,300 | $74.0K | 0.01% | −300−11.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,825 | $91.0K | 0.00% | +2,825 | New |
| California State Teachers Retirement System | 3,166 | $102.0K | 0.00% | −264−7.7% | Reduced |
| Deutsche Bank AG | 3,255 | $105.0K | 0.00% | −537−14.2% | Reduced |
| US Bancorp | 3,800 | $123.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 3,808 | $123.0K | 0.00% | +54+1.4% | Added |
| MetLife Investment Management | 4,273 | $138.1K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 4,409 | $142.5K | 0.00% | +2,280+107.1% | Added |
| New York State Common Retirement Fund | 5,674 | $183.0K | 0.00% | +74+1.3% | Added |
| Northern Oak Wealth Management Inc | 6,207 | $201.0K | 0.03% | +34+0.6% | Added |
| Martingale Asset Management L P | 6,821 | $221.0K | 0.00% | +6,821 | New |
| JPMorgan Chase & Co | 7,357 | $238.0K | 0.00% | +94+1.3% | Added |
| Riverwater Partners LLC | 7,467 | $241.0K | 0.24% | −4,837−39.3% | Reduced |
| Trexquant Investment LP | 7,635 | $247.0K | 0.01% | −6,300−45.2% | Reduced |
| Mattern Wealth Management LLC | 8,000 | $258.0K | 0.10% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 8,310 | $268.0K | 0.00% | +1,697+25.7% | Added |
| Kestra Advisory Services, LLC | 9,200 | $297.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 9,528 | $308.0K | 0.00% | −9,210−49.2% | Reduced |
| Baird Financial Group, Inc. | 9,740 | $315.0K | 0.00% | 00.0% | Unchanged |
| Eidelman Virant Capital | 10,500 | $344.0K | 0.25% | 00.0% | Unchanged |
| BHZ Capital Management, LP | 11,279 | $364.0K | 0.19% | −32,553−74.3% | Reduced |
| Rhumbline Advisers | 11,634 | $376.0K | 0.00% | +658+6.0% | Added |
| Globeflex Capital L P | 12,134 | $392.0K | 0.07% | 00.0% | Unchanged |
| Royal Bank of Canada | 12,785 | $414.0K | 0.00% | +754+6.3% | Added |
| Ameriprise Financial Inc | 12,904 | $416.0K | 0.00% | +3,304+34.4% | Added |
| Wells Fargo & Company | 14,246 | $461.0K | 0.00% | +14,149+14,586.6% | Added |
| HSBC Holdings PLC | 14,764 | $484.0K | 0.00% | +1,548+11.7% | Added |
| Bank of America Corp | 16,835 | $544.0K | 0.00% | +1,179+7.5% | Added |
| Barclays PLC | 18,777 | $607.0K | 0.00% | +362+2.0% | Added |
| Two Sigma Advisers, LP | 19,200 | $620.0K | 0.00% | −19,300−50.1% | Reduced |
| Price T Rowe Associates Inc | 20,012 | $647.0K | 0.00% | −4,242−17.5% | Reduced |
| Charles Schwab Investment Management Inc | 20,020 | $647.0K | 0.00% | +25+0.1% | Added |
| Morgan Stanley | 20,571 | $665.0K | 0.00% | +6,594+47.2% | Added |
| Two Sigma Investments, LP | 20,919 | $676.0K | 0.00% | −19,924−48.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 21,451 | $693.0K | 0.01% | −4,556−17.5% | Reduced |
| Goldman Sachs Group Inc | 23,069 | $745.0K | 0.00% | +3,430+17.5% | Added |
| Panagora Asset Management Inc | 23,310 | $753.0K | 0.01% | +7,410+46.6% | Added |
| Gator Capital Management, LLC | 23,850 | $771.0K | 0.64% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 30,912 | $998.0K | 0.00% | +40.0% | Added |
| Federated Hermes, Inc. | 31,057 | $1.00M | 0.00% | −556−1.8% | Reduced |
| EAM Investors, LLC | 32,435 | $1.05M | 0.23% | −5,519−14.5% | Reduced |
| Uncommon Cents Investing LLC | 35,425 | $1.15M | 0.48% | +900+2.6% | Added |
| Bank of New York Mellon Corp | 37,876 | $1.22M | 0.00% | +2,196+6.2% | Added |
| AQR Capital Management LLC | 38,910 | $1.26M | 0.00% | +38,910 | New |
| Invesco Ltd. | 43,515 | $1.41M | 0.00% | −4,199−8.8% | Reduced |
| American Century Companies Inc | 44,748 | $1.45M | 0.00% | +3,887+9.5% | Added |
| Vista Investment Management | 47,347 | $1.53M | 0.94% | +1,337+2.9% | Added |
| First Trust Advisors LP | 49,692 | $1.61M | 0.00% | +49,692 | New |
| John W. Rosenthal Capital Management, Inc. | 50,000 | $1.62M | 1.50% | +50,000 | New |
| Johnson Financial Group, Inc. | 44,387 | $1.69M | 0.16% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 58,327 | $1.89M | 0.79% | −2,000−3.3% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 73,399 | $2.37M | 0.01% | −9,900−11.9% | Reduced |
| Bridgeway Capital Management, LLC | 78,708 | $2.54M | 0.07% | −33,400−29.8% | Reduced |
| Acadian Asset Management LLC | 79,793 | $2.58M | 0.01% | −8,481−9.6% | Reduced |
| LSV Asset Management | 92,125 | $2.98M | 0.01% | −12,699−12.1% | Reduced |
| State Street Corp | 95,319 | $3.08M | 0.00% | +14,346+17.7% | Added |
| Northern Trust Corp | 98,965 | $3.20M | 0.00% | −1,159−1.2% | Reduced |
| River Oaks Capital LLC | 127,200 | $4.11M | 4.49% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 127,640 | $4.12M | 0.00% | +314+0.2% | Added |
| Franklin Resources Inc | 130,590 | $4.22M | 0.00% | 00.0% | Unchanged |
| Cutler Capital Management, LLC | 135,750 | $4.39M | 2.03% | +700+0.5% | Added |
| Alliancebernstein L.P. | 158,128 | $5.11M | 0.00% | −2,600−1.6% | Reduced |
| Renaissance Technologies LLC | 168,917 | $5.46M | 0.01% | −37,148−18.0% | Reduced |
| Pacific Ridge Capital Partners, LLC | 198,363 | $6.41M | 1.66% | −6,501−3.2% | Reduced |
| M3F, Inc. | 309,444 | $10.0M | 3.51% | +18,273+6.3% | Added |
| Manufacturers Life Insurance Company, The | 328,362 | $10.6M | 0.01% | −15,913−4.6% | Reduced |
| Vanguard Group Inc | 341,129 | $11.0M | 0.00% | +2,504+0.7% | Added |
| First Business Financial Services, Inc. | 360,523 | $11.6M | 1.66% | +5,560+1.6% | Added |
| Dimensional Fund Advisors LP | 516,545 | $16.7M | 0.01% | +26,477+5.4% | Added |
| Banc Funds Co LLC | 573,371 | $18.5M | 1.71% | 00.0% | Unchanged |
| BlackRock Inc. | 584,200 | $18.9M | 0.00% | +107,613+22.6% | Added |
| Millennium Management LLC | 0 | $0 | 0.00% | −27,056−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −13,088−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −9,600−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −8,445−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −8,225−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −8,044−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −6,435−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −191−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Dorsey Wright & Associates | – | – | – | – | Not filed |