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 2023
Institutional positions in First Business Financial Services, Inc. as of Jun 30, 2023. 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
- 80
- −5 vs. Q1 2023
- Shares held
- 5.29M
- −49.9K (−0.9%) vs. Q1 2023
- Total value
- $156.0M
- −$6.85M (−4.2%) vs. Q1 2023
- New holders
- 3
- 26 more added
- Sold out
- 8
- 33 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding First Business Financial Services, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 656,233 | $19.4M | 0.00% | +16,568+2.6% | Added |
| Dimensional Fund Advisors LP | 526,484 | $15.5M | 0.00% | −7,047−1.3% | Reduced |
| Banc Funds Co LLC | 458,694 | $13.5M | 1.59% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 362,895 | $10.7M | 1.32% | +8,380+2.4% | Added |
| Vanguard Group Inc | 344,841 | $10.2M | 0.00% | −2,301−0.7% | Reduced |
| Manufacturers Life Insurance Company, The | 308,993 | $9.11M | 0.01% | +628+0.2% | Added |
| M3F, Inc. | 255,936 | $7.55M | 2.37% | −26,553−9.4% | Reduced |
| Pacific Ridge Capital Partners, LLC | 164,621 | $4.85M | 1.10% | +8,272+5.3% | Added |
| Renaissance Technologies LLC | 154,465 | $4.55M | 0.01% | −16,000−9.4% | Reduced |
| Cutler Capital Management, LLC | 151,416 | $4.47M | 2.10% | +5,991+4.1% | Added |
| Geode Capital Management, LLC | 143,069 | $4.22M | 0.00% | +2,753+2.0% | Added |
| Alliancebernstein L.P. | 132,123 | $3.90M | 0.00% | +520+0.4% | Added |
| Franklin Resources Inc | 130,698 | $3.85M | 0.00% | +480.0% | Added |
| State Street Corp | 116,176 | $3.43M | 0.00% | +2,300+2.0% | Added |
| LSV Asset Management | 109,225 | $3.22M | 0.01% | +2,800+2.6% | Added |
| Northern Trust Corp | 98,613 | $2.91M | 0.00% | +2,698+2.8% | Added |
| River Oaks Capital LLC | 97,183 | $2.87M | 4.37% | −12,917−11.7% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 84,069 | $2.48M | 0.01% | +12,390+17.3% | Added |
| Bridgeway Capital Management, LLC | 77,314 | $2.28M | 0.05% | +1,116+1.5% | Added |
| American Century Companies Inc | 66,066 | $1.95M | 0.00% | +372+0.6% | Added |
| Federated Hermes, Inc. | 63,831 | $1.88M | 0.00% | −1,087−1.7% | Reduced |
| Poehling Capital Management, LLC | 58,327 | $1.72M | 0.58% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 52,398 | $1.54M | 0.01% | −3,000−5.4% | Reduced |
| Vista Investment Management | 52,232 | $1.54M | 0.78% | +2,922+5.9% | Added |
| John W. Rosenthal Capital Management, Inc. | 45,000 | $1.33M | 1.67% | −5,000−10.0% | Reduced |
| Goldman Sachs Group Inc | 38,658 | $1.14M | 0.00% | +4,240+12.3% | Added |
| Bank of New York Mellon Corp | 38,147 | $1.12M | 0.00% | −705−1.8% | Reduced |
| Uncommon Cents Investing LLC | 34,900 | $1.03M | 0.36% | −270−0.8% | Reduced |
| Empowered Funds, LLC | 31,914 | $941.1K | 0.03% | +31,914 | New |
| EA Series Trust | 31,914 | $941.1K | 0.03% | +31,914 | New |
| Gator Capital Management, LLC | 23,850 | $703.3K | 0.50% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 23,164 | $684.0K | 0.00% | +240+1.0% | Added |
| First Trust Advisors LP | 22,664 | $668.4K | 0.00% | −873−3.7% | Reduced |
| Morgan Stanley | 21,537 | $635.1K | 0.00% | −105−0.5% | Reduced |
| Johnson Financial Group, Inc. | 21,216 | $625.7K | 0.04% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 20,683 | $609.9K | 0.00% | −305−1.5% | Reduced |
| Barclays PLC | 20,111 | $593.1K | 0.00% | −2,331−10.4% | Reduced |
| Bank of Montreal | 18,111 | $575.7K | 0.00% | +18,111 | New |
| Nuveen Asset Management, LLC | 18,599 | $548.5K | 0.00% | −1,481−7.4% | Reduced |
| HSBC Holdings PLC | 14,764 | $441.3K | 0.00% | 00.0% | Unchanged |
| Martingale Asset Management L P | 14,623 | $431.2K | 0.01% | −20.0% | Reduced |
| Invesco Ltd. | 13,931 | $410.8K | 0.00% | −2,660−16.0% | Reduced |
| Two Sigma Advisers, LP | 13,200 | $389.3K | 0.00% | −7,200−35.3% | Reduced |
| Royal Bank of Canada | 13,206 | $389.0K | 0.00% | +72+0.5% | Added |
| Rhumbline Advisers | 11,480 | $338.5K | 0.00% | −521−4.3% | Reduced |
| Ameriprise Financial Inc | 10,846 | $319.8K | 0.00% | −5,556−33.9% | Reduced |
| Globeflex Capital L P | 10,795 | $318.3K | 0.04% | −1,339−11.0% | Reduced |
| JPMorgan Chase & Co | 9,549 | $281.6K | 0.00% | +283+3.1% | Added |
| Baird Financial Group, Inc. | 9,400 | $277.2K | 0.00% | −352−3.6% | Reduced |
| Kestra Advisory Services, LLC | 9,200 | $271.3K | 0.00% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 8,000 | $235.9K | 0.07% | 00.0% | Unchanged |
| Bank of America Corp | 7,813 | $230.4K | 0.00% | −7,103−47.6% | Reduced |
| Riverwater Partners LLC | 7,467 | $220.2K | 0.20% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 6,020 | $177.5K | 0.03% | 00.0% | Unchanged |
| Deutsche Bank AG | 5,594 | $165.0K | 0.00% | +675+13.7% | Added |
| UBS Group AG | 4,506 | $132.9K | 0.00% | +1,005+28.7% | Added |
| MetLife Investment Management | 4,273 | $126.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,800 | $112.1K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 3,783 | $111.6K | 0.00% | −40−1.0% | Reduced |
| Russell Investments Group, Ltd. | 3,467 | $102.2K | 0.00% | +6+0.2% | Added |
| Allspring Global Investments Holdings, LLC | 3,315 | $97.8K | 0.00% | +93+2.9% | Added |
| Wells Fargo & Company | 2,990 | $88.2K | 0.00% | +1,490+99.3% | Added |
| Hillsdale Investment Management Inc. | 2,700 | $79.6K | 0.01% | −200−6.9% | Reduced |
| Citigroup Inc | 2,628 | $77.5K | 0.00% | +2,585+6,011.6% | Added |
| California State Teachers Retirement System | 2,614 | $77.1K | 0.00% | −331−11.2% | Reduced |
| New York State Common Retirement Fund | 2,263 | $66.7K | 0.00% | −3,404−60.1% | Reduced |
| BNP Paribas Arbitrage, SA | 2,207 | $65.1K | 0.00% | −2,150−49.3% | Reduced |
| Lazard Asset Management LLC | 1,404 | $41.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 816 | $24.1K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 800 | $23.6K | 0.03% | 00.0% | Unchanged |
| Amalgamated Bank | 783 | $23.0K | 0.00% | −42−5.1% | Reduced |
| Ameritas Investment Partners, Inc. | 601 | $17.7K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 496 | $14.6K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 406 | $12.0K | 0.00% | −932−69.7% | Reduced |
| Harbour Investments, Inc. | 308 | $9.08K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 275 | $8.11K | 0.00% | −105−27.6% | Reduced |
| Aquatic Capital Management LLC | 200 | $6.00K | 0.00% | −200−50.0% | Reduced |
| Atwood & Palmer Inc | 200 | $5.90K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 148 | $4.37K | 0.00% | +2+1.4% | Added |
| Covestor Ltd | 57 | $2.00K | 0.00% | −37−39.4% | Reduced |
| Millennium Management LLC | 0 | $0 | 0.00% | −26,190−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −17,308−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −14,667−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −13,696−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −13,347−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −8,903−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −3,356−100.0% | Sold out |
| Dorsey Wright & Associates | 0 | $0 | 0.00% | −713−100.0% | Sold out |