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 2022
Institutional positions in First Business Financial Services, Inc. as of Dec 31, 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
- 89
- +4 vs. Q3 2022
- Shares held
- 5.37M
- −193.2K (−3.5%) vs. Q3 2022
- Total value
- $196.2M
- +$16.3M (+9.0%) vs. Q3 2022
- New holders
- 9
- 29 more added
- Sold out
- 5
- 28 more reduced
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | $310.8M |
| 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 2022
Shares, value and share of portfolio for each institution holding First Business Financial Services, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 643,571 | $23.5M | 0.00% | +59,371+10.2% | Added |
| Dimensional Fund Advisors LP | 527,091 | $19.3M | 0.01% | +10,546+2.0% | Added |
| Banc Funds Co LLC | 458,694 | $16.8M | 1.48% | −114,677−20.0% | Reduced |
| First Business Financial Services, Inc. | 355,045 | $13.0M | 1.74% | −5,478−1.5% | Reduced |
| Vanguard Group Inc | 342,884 | $12.5M | 0.00% | +1,755+0.5% | Added |
| Manufacturers Life Insurance Company, The | 315,724 | $11.5M | 0.01% | −12,638−3.8% | Reduced |
| M3F, Inc. | 282,489 | $10.3M | 3.16% | −26,955−8.7% | Reduced |
| Renaissance Technologies LLC | 174,765 | $6.39M | 0.01% | +5,848+3.5% | Added |
| Geode Capital Management, LLC | 137,123 | $5.01M | 0.00% | +9,483+7.4% | Added |
| Pacific Ridge Capital Partners, LLC | 137,005 | $5.01M | 1.18% | −61,358−30.9% | Reduced |
| Cutler Capital Management, LLC | 135,750 | $4.96M | 2.04% | 00.0% | Unchanged |
| Franklin Resources Inc | 130,635 | $4.77M | 0.00% | +450.0% | Added |
| Alliancebernstein L.P. | 127,837 | $4.67M | 0.00% | −30,291−19.2% | Reduced |
| River Oaks Capital LLC | 121,800 | $4.45M | 5.07% | −5,400−4.2% | Reduced |
| State Street Corp | 106,360 | $3.89M | 0.00% | +11,041+11.6% | Added |
| Northern Trust Corp | 98,395 | $3.60M | 0.00% | −570−0.6% | Reduced |
| LSV Asset Management | 91,845 | $3.36M | 0.01% | −280−0.3% | Reduced |
| Bridgeway Capital Management, LLC | 78,708 | $2.88M | 0.07% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 70,206 | $2.56M | 0.01% | −9,587−12.0% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 69,979 | $2.56M | 0.01% | −3,420−4.7% | Reduced |
| Poehling Capital Management, LLC | 58,327 | $2.13M | 0.80% | 00.0% | Unchanged |
| American Century Companies Inc | 55,188 | $2.02M | 0.00% | +10,440+23.3% | Added |
| John W. Rosenthal Capital Management, Inc. | 50,000 | $1.83M | 1.64% | 00.0% | Unchanged |
| Vista Investment Management | 47,374 | $1.73M | 0.99% | +27+0.1% | Added |
| Federated Hermes, Inc. | 45,924 | $1.68M | 0.00% | +14,867+47.9% | Added |
| Bank of New York Mellon Corp | 39,686 | $1.45M | 0.00% | +1,810+4.8% | Added |
| Uncommon Cents Investing LLC | 35,425 | $1.29M | 0.48% | 00.0% | Unchanged |
| Millennium Management LLC | 34,401 | $1.26M | 0.00% | +34,401 | New |
| EAM Investors, LLC | 32,334 | $1.18M | 0.24% | −101−0.3% | Reduced |
| Nuveen Asset Management, LLC | 26,913 | $984.0K | 0.00% | −3,999−12.9% | Reduced |
| Goldman Sachs Group Inc | 26,241 | $959.1K | 0.00% | +3,172+13.8% | Added |
| First Trust Advisors LP | 24,920 | $910.8K | 0.00% | −24,772−49.9% | Reduced |
| Gator Capital Management, LLC | 23,850 | $871.7K | 0.64% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 23,172 | $846.9K | 0.07% | −21,215−47.8% | Reduced |
| Morgan Stanley | 22,952 | $838.9K | 0.00% | +2,381+11.6% | Added |
| AQR Capital Management LLC | 21,544 | $787.4K | 0.00% | −17,366−44.6% | Reduced |
| Two Sigma Investments, LP | 21,215 | $775.4K | 0.00% | +296+1.4% | Added |
| Panagora Asset Management Inc | 20,965 | $766.3K | 0.01% | −2,345−10.1% | Reduced |
| Price T Rowe Associates Inc | 20,924 | $765.0K | 0.00% | +912+4.6% | Added |
| Charles Schwab Investment Management Inc | 20,806 | $760.5K | 0.00% | +786+3.9% | Added |
| Barclays PLC | 20,590 | $752.6K | 0.00% | +1,813+9.7% | Added |
| Jacobs Levy Equity Management, Inc | 20,551 | $751.1K | 0.01% | −900−4.2% | Reduced |
| Bank of America Corp | 20,239 | $739.7K | 0.00% | +3,404+20.2% | Added |
| Two Sigma Advisers, LP | 19,300 | $705.4K | 0.00% | +100+0.5% | Added |
| HSBC Holdings PLC | 14,764 | $540.4K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 14,008 | $512.0K | 0.00% | −238−1.7% | Reduced |
| Royal Bank of Canada | 13,720 | $501.0K | 0.00% | +935+7.3% | Added |
| Ameriprise Financial Inc | 12,904 | $471.0K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 12,266 | $448.3K | 0.00% | −31,249−71.8% | Reduced |
| Globeflex Capital L P | 12,134 | $443.5K | 0.06% | 00.0% | Unchanged |
| Rhumbline Advisers | 11,914 | $435.0K | 0.00% | +280+2.4% | Added |
| Bailard, Inc. | 10,143 | $370.7K | 0.01% | +10,143 | New |
| Baird Financial Group, Inc. | 9,740 | $356.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 9,550 | $348.0K | 0.00% | +2,193+29.8% | Added |
| Kestra Advisory Services, LLC | 9,200 | $336.3K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 8,973 | $328.5K | 0.01% | +8,973 | New |
| Mattern Wealth Management LLC | 8,000 | $292.4K | 0.12% | 00.0% | Unchanged |
| Martingale Asset Management L P | 7,524 | $275.0K | 0.01% | +703+10.3% | Added |
| Riverwater Partners LLC | 7,467 | $272.9K | 0.23% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 6,238 | $228.0K | 0.03% | +31+0.5% | Added |
| D. E. Shaw & Co., Inc. | 6,180 | $225.9K | 0.00% | −2,130−25.6% | Reduced |
| Thompson Investment Management, Inc. | 6,020 | $220.0K | 0.04% | +6,020 | New |
| Legato Capital Management LLC | 5,919 | $216.3K | 0.04% | +5,919 | New |
| New York State Common Retirement Fund | 5,667 | $207.1K | 0.00% | −7−0.1% | Reduced |
| MetLife Investment Management | 4,273 | $156.2K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,800 | $138.9K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 3,794 | $138.7K | 0.00% | −14−0.4% | Reduced |
| Deutsche Bank AG | 3,311 | $121.0K | 0.00% | +56+1.7% | Added |
| UBS Group AG | 3,289 | $120.2K | 0.00% | +3,289 | New |
| California State Teachers Retirement System | 3,202 | $117.0K | 0.00% | +36+1.1% | Added |
| Allspring Global Investments Holdings, LLC | 2,764 | $101.0K | 0.00% | −61−2.2% | Reduced |
| Hillsdale Investment Management Inc. | 2,600 | $95.0K | 0.01% | +300+13.0% | Added |
| Tower Research Capital LLC (TRC) | 2,355 | $86.0K | 0.00% | +1,743+284.8% | Added |
| Lazard Asset Management LLC | 1,404 | $51.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,320 | $48.2K | 0.00% | −3,089−70.1% | Reduced |
| Amalgamated Bank | 1,016 | $37.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 816 | $29.8K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 800 | $29.2K | 0.04% | +800 | New |
| Dorsey Wright & Associates | 794 | $29.0K | 0.01% | +794 | New |
| Ameritas Investment Partners, Inc. | 601 | $20.3K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 496 | $18.1K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 308 | $11.3K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 300 | $11.0K | 0.00% | +300 | New |
| Atwood & Palmer Inc | 200 | $7.31K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 146 | $5.00K | 0.00% | −595−80.3% | Reduced |
| FMR LLC | 121 | $4.42K | 0.00% | +16+15.2% | Added |
| JCSD Capital, LLC | 100 | $3.65K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 72 | $3.00K | 0.00% | −14−16.3% | Reduced |
| Citigroup Inc | 62 | $2.27K | 0.00% | −61−49.6% | Reduced |
| BHZ Capital Management, LP | 0 | $0 | 0.00% | −11,279−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −9,528−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −7,635−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Eidelman Virant Capital | – | – | – | – | Not filed |