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 | $310.6M |
| 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 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 |
|---|---|---|---|---|---|
| Citigroup Inc | 62 | $2.27K | 0.00% | −61−49.6% | Reduced |
| Covestor Ltd | 72 | $3.00K | 0.00% | −14−16.3% | Reduced |
| JCSD Capital, LLC | 100 | $3.65K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 121 | $4.42K | 0.00% | +16+15.2% | Added |
| Advisor Group Holdings, Inc. | 146 | $5.00K | 0.00% | −595−80.3% | Reduced |
| Atwood & Palmer Inc | 200 | $7.31K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 300 | $11.0K | 0.00% | +300 | New |
| Harbour Investments, Inc. | 308 | $11.3K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 496 | $18.1K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 601 | $20.3K | 0.00% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 794 | $29.0K | 0.01% | +794 | New |
| Mendota Financial Group, LLC | 800 | $29.2K | 0.04% | +800 | New |
| Legal & General Group Plc | 816 | $29.8K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,016 | $37.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,320 | $48.2K | 0.00% | −3,089−70.1% | Reduced |
| Lazard Asset Management LLC | 1,404 | $51.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,355 | $86.0K | 0.00% | +1,743+284.8% | Added |
| Hillsdale Investment Management Inc. | 2,600 | $95.0K | 0.01% | +300+13.0% | Added |
| Allspring Global Investments Holdings, LLC | 2,764 | $101.0K | 0.00% | −61−2.2% | Reduced |
| California State Teachers Retirement System | 3,202 | $117.0K | 0.00% | +36+1.1% | Added |
| UBS Group AG | 3,289 | $120.2K | 0.00% | +3,289 | New |
| Deutsche Bank AG | 3,311 | $121.0K | 0.00% | +56+1.7% | Added |
| American International Group, Inc. | 3,794 | $138.7K | 0.00% | −14−0.4% | Reduced |
| US Bancorp | 3,800 | $138.9K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 4,273 | $156.2K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 5,667 | $207.1K | 0.00% | −7−0.1% | Reduced |
| Legato Capital Management LLC | 5,919 | $216.3K | 0.04% | +5,919 | New |
| Thompson Investment Management, Inc. | 6,020 | $220.0K | 0.04% | +6,020 | New |
| D. E. Shaw & Co., Inc. | 6,180 | $225.9K | 0.00% | −2,130−25.6% | Reduced |
| Northern Oak Wealth Management Inc | 6,238 | $228.0K | 0.03% | +31+0.5% | Added |
| Riverwater Partners LLC | 7,467 | $272.9K | 0.23% | 00.0% | Unchanged |
| Martingale Asset Management L P | 7,524 | $275.0K | 0.01% | +703+10.3% | Added |
| Mattern Wealth Management LLC | 8,000 | $292.4K | 0.12% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 8,973 | $328.5K | 0.01% | +8,973 | New |
| Kestra Advisory Services, LLC | 9,200 | $336.3K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 9,550 | $348.0K | 0.00% | +2,193+29.8% | Added |
| Baird Financial Group, Inc. | 9,740 | $356.0K | 0.00% | 00.0% | Unchanged |
| Bailard, Inc. | 10,143 | $370.7K | 0.01% | +10,143 | New |
| Rhumbline Advisers | 11,914 | $435.0K | 0.00% | +280+2.4% | Added |
| Globeflex Capital L P | 12,134 | $443.5K | 0.06% | 00.0% | Unchanged |
| Invesco Ltd. | 12,266 | $448.3K | 0.00% | −31,249−71.8% | Reduced |
| Ameriprise Financial Inc | 12,904 | $471.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 13,720 | $501.0K | 0.00% | +935+7.3% | Added |
| Wells Fargo & Company | 14,008 | $512.0K | 0.00% | −238−1.7% | Reduced |
| HSBC Holdings PLC | 14,764 | $540.4K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 19,300 | $705.4K | 0.00% | +100+0.5% | Added |
| Bank of America Corp | 20,239 | $739.7K | 0.00% | +3,404+20.2% | Added |
| Jacobs Levy Equity Management, Inc | 20,551 | $751.1K | 0.01% | −900−4.2% | Reduced |
| Barclays PLC | 20,590 | $752.6K | 0.00% | +1,813+9.7% | Added |
| Charles Schwab Investment Management Inc | 20,806 | $760.5K | 0.00% | +786+3.9% | Added |
| Price T Rowe Associates Inc | 20,924 | $765.0K | 0.00% | +912+4.6% | Added |
| Panagora Asset Management Inc | 20,965 | $766.3K | 0.01% | −2,345−10.1% | Reduced |
| Two Sigma Investments, LP | 21,215 | $775.4K | 0.00% | +296+1.4% | Added |
| AQR Capital Management LLC | 21,544 | $787.4K | 0.00% | −17,366−44.6% | Reduced |
| Morgan Stanley | 22,952 | $838.9K | 0.00% | +2,381+11.6% | Added |
| Johnson Financial Group, Inc. | 23,172 | $846.9K | 0.07% | −21,215−47.8% | Reduced |
| Gator Capital Management, LLC | 23,850 | $871.7K | 0.64% | 00.0% | Unchanged |
| First Trust Advisors LP | 24,920 | $910.8K | 0.00% | −24,772−49.9% | Reduced |
| Goldman Sachs Group Inc | 26,241 | $959.1K | 0.00% | +3,172+13.8% | Added |
| Nuveen Asset Management, LLC | 26,913 | $984.0K | 0.00% | −3,999−12.9% | Reduced |
| EAM Investors, LLC | 32,334 | $1.18M | 0.24% | −101−0.3% | Reduced |
| Millennium Management LLC | 34,401 | $1.26M | 0.00% | +34,401 | New |
| Uncommon Cents Investing LLC | 35,425 | $1.29M | 0.48% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 39,686 | $1.45M | 0.00% | +1,810+4.8% | Added |
| Federated Hermes, Inc. | 45,924 | $1.68M | 0.00% | +14,867+47.9% | Added |
| Vista Investment Management | 47,374 | $1.73M | 0.99% | +27+0.1% | Added |
| John W. Rosenthal Capital Management, Inc. | 50,000 | $1.83M | 1.64% | 00.0% | Unchanged |
| American Century Companies Inc | 55,188 | $2.02M | 0.00% | +10,440+23.3% | Added |
| Poehling Capital Management, LLC | 58,327 | $2.13M | 0.80% | 00.0% | Unchanged |
| Hotchkis & Wiley Capital Management LLC | 69,979 | $2.56M | 0.01% | −3,420−4.7% | Reduced |
| Acadian Asset Management LLC | 70,206 | $2.56M | 0.01% | −9,587−12.0% | Reduced |
| Bridgeway Capital Management, LLC | 78,708 | $2.88M | 0.07% | 00.0% | Unchanged |
| LSV Asset Management | 91,845 | $3.36M | 0.01% | −280−0.3% | Reduced |
| Northern Trust Corp | 98,395 | $3.60M | 0.00% | −570−0.6% | Reduced |
| State Street Corp | 106,360 | $3.89M | 0.00% | +11,041+11.6% | Added |
| River Oaks Capital LLC | 121,800 | $4.45M | 5.07% | −5,400−4.2% | Reduced |
| Alliancebernstein L.P. | 127,837 | $4.67M | 0.00% | −30,291−19.2% | Reduced |
| Franklin Resources Inc | 130,635 | $4.77M | 0.00% | +450.0% | Added |
| Cutler Capital Management, LLC | 135,750 | $4.96M | 2.04% | 00.0% | Unchanged |
| Pacific Ridge Capital Partners, LLC | 137,005 | $5.01M | 1.18% | −61,358−30.9% | Reduced |
| Geode Capital Management, LLC | 137,123 | $5.01M | 0.00% | +9,483+7.4% | Added |
| Renaissance Technologies LLC | 174,765 | $6.39M | 0.01% | +5,848+3.5% | Added |
| M3F, Inc. | 282,489 | $10.3M | 3.16% | −26,955−8.7% | Reduced |
| Manufacturers Life Insurance Company, The | 315,724 | $11.5M | 0.01% | −12,638−3.8% | Reduced |
| Vanguard Group Inc | 342,884 | $12.5M | 0.00% | +1,755+0.5% | Added |
| First Business Financial Services, Inc. | 355,045 | $13.0M | 1.74% | −5,478−1.5% | Reduced |
| Banc Funds Co LLC | 458,694 | $16.8M | 1.48% | −114,677−20.0% | Reduced |
| Dimensional Fund Advisors LP | 527,091 | $19.3M | 0.01% | +10,546+2.0% | Added |
| BlackRock Inc. | 643,571 | $23.5M | 0.00% | +59,371+10.2% | Added |
| 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 |