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
- −49.3K (−0.9%) vs. Q1 2023
- Total value
- $156.0M
- −$6.83M (−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 | $310.6M |
| 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, 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 |
|---|---|---|---|---|---|
| Covestor Ltd | 57 | $2.00K | 0.00% | −37−39.4% | Reduced |
| Advisor Group Holdings, Inc. | 148 | $4.37K | 0.00% | +2+1.4% | Added |
| Atwood & Palmer Inc | 200 | $5.90K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 200 | $6.00K | 0.00% | −200−50.0% | Reduced |
| Tower Research Capital LLC (TRC) | 275 | $8.11K | 0.00% | −105−27.6% | Reduced |
| Harbour Investments, Inc. | 308 | $9.08K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 406 | $12.0K | 0.00% | −263−39.3% | Reduced |
| Metropolitan Life Insurance Co | 496 | $14.6K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 601 | $17.7K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 783 | $23.0K | 0.00% | −42−5.1% | Reduced |
| Mendota Financial Group, LLC | 800 | $23.6K | 0.03% | 00.0% | Unchanged |
| Legal & General Group Plc | 816 | $24.1K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,404 | $41.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,207 | $65.1K | 0.00% | −2,150−49.3% | Reduced |
| New York State Common Retirement Fund | 2,263 | $66.7K | 0.00% | −3,404−60.1% | Reduced |
| California State Teachers Retirement System | 2,614 | $77.1K | 0.00% | −331−11.2% | Reduced |
| Citigroup Inc | 2,628 | $77.5K | 0.00% | +2,585+6,011.6% | Added |
| Hillsdale Investment Management Inc. | 2,700 | $79.6K | 0.01% | −200−6.9% | Reduced |
| Wells Fargo & Company | 2,990 | $88.2K | 0.00% | +1,490+99.3% | Added |
| Allspring Global Investments Holdings, LLC | 3,315 | $97.8K | 0.00% | +93+2.9% | Added |
| Russell Investments Group, Ltd. | 3,467 | $102.2K | 0.00% | +6+0.2% | Added |
| American International Group, Inc. | 3,783 | $111.6K | 0.00% | −40−1.0% | Reduced |
| US Bancorp | 3,800 | $112.1K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 4,273 | $126.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 4,506 | $132.9K | 0.00% | +1,005+28.7% | Added |
| Deutsche Bank AG | 5,594 | $165.0K | 0.00% | +675+13.7% | Added |
| Thompson Investment Management, Inc. | 6,020 | $177.5K | 0.03% | 00.0% | Unchanged |
| Riverwater Partners LLC | 7,467 | $220.2K | 0.20% | 00.0% | Unchanged |
| Bank of America Corp | 7,813 | $230.4K | 0.00% | −7,103−47.6% | Reduced |
| Mattern Wealth Management LLC | 8,000 | $235.9K | 0.07% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 9,200 | $271.3K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 9,400 | $277.2K | 0.00% | −352−3.6% | Reduced |
| JPMorgan Chase & Co | 9,549 | $281.6K | 0.00% | +283+3.1% | Added |
| Globeflex Capital L P | 10,795 | $318.3K | 0.04% | −1,339−11.0% | Reduced |
| Ameriprise Financial Inc | 10,846 | $319.8K | 0.00% | −5,556−33.9% | Reduced |
| Rhumbline Advisers | 11,480 | $338.5K | 0.00% | −521−4.3% | Reduced |
| Royal Bank of Canada | 13,206 | $389.0K | 0.00% | +72+0.5% | Added |
| Two Sigma Advisers, LP | 13,200 | $389.3K | 0.00% | −7,200−35.3% | Reduced |
| Invesco Ltd. | 13,931 | $410.8K | 0.00% | −2,660−16.0% | Reduced |
| Martingale Asset Management L P | 14,623 | $431.2K | 0.01% | −20.0% | Reduced |
| HSBC Holdings PLC | 14,764 | $441.3K | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 18,599 | $548.5K | 0.00% | −1,481−7.4% | Reduced |
| Bank of Montreal | 18,111 | $575.7K | 0.00% | +18,111 | New |
| Barclays PLC | 20,111 | $593.1K | 0.00% | −2,331−10.4% | Reduced |
| Charles Schwab Investment Management Inc | 20,683 | $609.9K | 0.00% | −305−1.5% | Reduced |
| Johnson Financial Group, Inc. | 21,216 | $625.7K | 0.04% | 00.0% | Unchanged |
| Morgan Stanley | 21,537 | $635.1K | 0.00% | −105−0.5% | Reduced |
| First Trust Advisors LP | 22,664 | $668.4K | 0.00% | −873−3.7% | Reduced |
| Price T Rowe Associates Inc | 23,164 | $684.0K | 0.00% | +240+1.0% | Added |
| Gator Capital Management, LLC | 23,850 | $703.3K | 0.50% | 00.0% | Unchanged |
| Empowered Funds, LLC | 31,914 | $941.1K | 0.03% | +31,914 | New |
| EA Series Trust | 31,914 | $941.1K | 0.03% | +31,914 | New |
| Uncommon Cents Investing LLC | 34,900 | $1.03M | 0.36% | −270−0.8% | Reduced |
| Bank of New York Mellon Corp | 38,147 | $1.12M | 0.00% | −705−1.8% | Reduced |
| Goldman Sachs Group Inc | 38,658 | $1.14M | 0.00% | +4,240+12.3% | Added |
| John W. Rosenthal Capital Management, Inc. | 45,000 | $1.33M | 1.67% | −5,000−10.0% | Reduced |
| Vista Investment Management | 52,232 | $1.54M | 0.78% | +2,922+5.9% | Added |
| Acadian Asset Management LLC | 52,398 | $1.54M | 0.01% | −3,000−5.4% | Reduced |
| Poehling Capital Management, LLC | 58,327 | $1.72M | 0.58% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 63,831 | $1.88M | 0.00% | −1,087−1.7% | Reduced |
| American Century Companies Inc | 66,066 | $1.95M | 0.00% | +372+0.6% | Added |
| Bridgeway Capital Management, LLC | 77,314 | $2.28M | 0.05% | +1,116+1.5% | Added |
| Hotchkis & Wiley Capital Management LLC | 84,069 | $2.48M | 0.01% | +12,390+17.3% | Added |
| River Oaks Capital LLC | 97,183 | $2.87M | 4.37% | −12,917−11.7% | Reduced |
| Northern Trust Corp | 98,613 | $2.91M | 0.00% | +2,698+2.8% | Added |
| LSV Asset Management | 109,225 | $3.22M | 0.01% | +2,800+2.6% | Added |
| State Street Corp | 116,176 | $3.43M | 0.00% | +2,300+2.0% | Added |
| Franklin Resources Inc | 130,698 | $3.85M | 0.00% | +480.0% | Added |
| Alliancebernstein L.P. | 132,123 | $3.90M | 0.00% | +520+0.4% | Added |
| Geode Capital Management, LLC | 143,069 | $4.22M | 0.00% | +2,753+2.0% | Added |
| Cutler Capital Management, LLC | 151,416 | $4.47M | 2.10% | +5,991+4.1% | Added |
| Renaissance Technologies LLC | 154,465 | $4.55M | 0.01% | −16,000−9.4% | Reduced |
| Pacific Ridge Capital Partners, LLC | 164,621 | $4.85M | 1.10% | +8,272+5.3% | Added |
| M3F, Inc. | 255,936 | $7.55M | 2.37% | −26,553−9.4% | Reduced |
| Manufacturers Life Insurance Company, The | 308,993 | $9.11M | 0.01% | +628+0.2% | Added |
| Vanguard Group Inc | 344,841 | $10.2M | 0.00% | −2,301−0.7% | Reduced |
| First Business Financial Services, Inc. | 362,895 | $10.7M | 1.32% | +8,380+2.4% | Added |
| Banc Funds Co LLC | 458,694 | $13.5M | 1.59% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 526,484 | $15.5M | 0.00% | −7,047−1.3% | Reduced |
| BlackRock Inc. | 656,233 | $19.4M | 0.00% | +16,568+2.6% | Added |
| 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 |