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 2023
Institutional positions in First Business Financial Services, Inc. as of Sep 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
- 82
- +3 vs. Q2 2023
- Shares held
- 5.20M
- −52.6K (−1.0%) vs. Q2 2023
- Total value
- $156.1M
- +$1.10M (+0.7%) vs. Q2 2023
- New holders
- 7
- 21 more added
- Sold out
- 4
- 30 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding First Business Financial Services, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 638,185 | $19.2M | 0.00% | −18,048−2.8% | Reduced |
| Dimensional Fund Advisors LP | 526,089 | $15.8M | 0.01% | −395−0.1% | Reduced |
| Banc Funds Co LLC | 458,694 | $13.8M | 1.61% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 355,552 | $10.7M | 1.36% | −7,343−2.0% | Reduced |
| Vanguard Group Inc | 350,008 | $10.5M | 0.00% | +5,167+1.5% | Added |
| Manufacturers Life Insurance Company, The | 299,237 | $8.98M | 0.01% | −9,756−3.2% | Reduced |
| M3F, Inc. | 255,296 | $7.66M | 2.56% | −640−0.3% | Reduced |
| Pacific Ridge Capital Partners, LLC | 169,134 | $5.08M | 1.18% | +4,513+2.7% | Added |
| Renaissance Technologies LLC | 152,965 | $4.59M | 0.01% | −1,500−1.0% | Reduced |
| Geode Capital Management, LLC | 152,280 | $4.57M | 0.00% | +9,211+6.4% | Added |
| Cutler Capital Management, LLC | 152,170 | $4.57M | 2.06% | +754+0.5% | Added |
| Franklin Resources Inc | 130,788 | $3.92M | 0.00% | +90+0.1% | Added |
| Alliancebernstein L.P. | 127,200 | $3.82M | 0.00% | −4,923−3.7% | Reduced |
| State Street Corp | 116,076 | $3.48M | 0.00% | −100−0.1% | Reduced |
| LSV Asset Management | 109,225 | $3.28M | 0.01% | 00.0% | Unchanged |
| Northern Trust Corp | 100,025 | $3.00M | 0.00% | +1,412+1.4% | Added |
| River Oaks Capital LLC | 94,600 | $2.84M | 4.18% | −2,583−2.7% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 85,869 | $2.58M | 0.01% | +1,800+2.1% | Added |
| Bridgeway Capital Management, LLC | 80,158 | $2.41M | 0.06% | +2,844+3.7% | Added |
| American Century Companies Inc | 66,095 | $1.98M | 0.00% | +290.0% | Added |
| Federated Hermes, Inc. | 63,039 | $1.89M | 0.01% | −792−1.2% | Reduced |
| Poehling Capital Management, LLC | 58,327 | $1.75M | 0.61% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 52,398 | $1.57M | 0.01% | 00.0% | Unchanged |
| Vista Investment Management | 52,109 | $1.56M | 0.82% | −123−0.2% | Reduced |
| John W. Rosenthal Capital Management, Inc. | 45,000 | $1.35M | 1.82% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 38,232 | $1.15M | 0.00% | +85+0.2% | Added |
| Goldman Sachs Group Inc | 35,381 | $1.06M | 0.00% | −3,277−8.5% | Reduced |
| Uncommon Cents Investing LLC | 34,770 | $1.04M | 0.38% | −130−0.4% | Reduced |
| Empowered Funds, LLC | 34,758 | $1.04M | 0.03% | +2,844+8.9% | Added |
| Gator Capital Management, LLC | 23,850 | $715.7K | 0.51% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 21,216 | $636.7K | 0.04% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 20,683 | $620.7K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 19,726 | $592.0K | 0.00% | −385−1.9% | Reduced |
| Morgan Stanley | 19,653 | $589.8K | 0.00% | −1,884−8.7% | Reduced |
| Nuveen Asset Management, LLC | 18,599 | $558.2K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 18,240 | $548.0K | 0.00% | −4,924−21.3% | Reduced |
| Martingale Asset Management L P | 14,623 | $438.8K | 0.01% | 00.0% | Unchanged |
| Riverwater Partners LLC | 14,108 | $423.4K | 0.38% | +6,641+88.9% | Added |
| HSBC Holdings PLC | 14,287 | $423.3K | 0.00% | −477−3.2% | Reduced |
| Invesco Ltd. | 14,027 | $421.0K | 0.00% | +96+0.7% | Added |
| Royal Bank of Canada | 13,555 | $407.0K | 0.00% | +349+2.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 12,816 | $384.6K | 0.00% | +12,816 | New |
| Rhumbline Advisers | 11,524 | $345.8K | 0.00% | +44+0.4% | Added |
| Millennium Management LLC | 11,245 | $337.5K | 0.00% | +11,245 | New |
| Ameriprise Financial Inc | 10,846 | $325.5K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 10,795 | $324.0K | 0.04% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 10,400 | $312.1K | 0.00% | +1,000+10.6% | Added |
| Kestra Advisory Services, LLC | 9,200 | $276.1K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 8,800 | $264.1K | 0.00% | −4,400−33.3% | Reduced |
| Bank of America Corp | 8,151 | $244.6K | 0.00% | +338+4.3% | Added |
| Mattern Wealth Management LLC | 8,000 | $240.1K | 0.07% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 6,020 | $180.7K | 0.03% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 5,333 | $160.0K | 0.00% | −4,216−44.2% | Reduced |
| UBS Group AG | 4,339 | $130.2K | 0.00% | −167−3.7% | Reduced |
| MetLife Investment Management | 4,273 | $128.2K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 3,922 | $117.7K | 0.00% | +139+3.7% | Added |
| US Bancorp | 3,800 | $114.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 3,467 | $104.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 3,342 | $100.0K | 0.00% | +3,342 | New |
| Deutsche Bank AG | 2,385 | $71.6K | 0.00% | −3,209−57.4% | Reduced |
| Hillsdale Investment Management Inc. | 2,300 | $69.0K | 0.01% | −400−14.8% | Reduced |
| New York State Common Retirement Fund | 2,265 | $68.0K | 0.00% | +2+0.1% | Added |
| Wells Fargo & Company | 1,938 | $58.1K | 0.00% | −1,052−35.2% | Reduced |
| California State Teachers Retirement System | 1,734 | $52.0K | 0.00% | −880−33.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,669 | $50.1K | 0.00% | −1,646−49.7% | Reduced |
| Tower Research Capital LLC (TRC) | 1,447 | $43.4K | 0.00% | +1,172+426.2% | Added |
| BNP Paribas Arbitrage, SA | 1,385 | $41.6K | 0.00% | −822−37.2% | Reduced |
| Mendota Financial Group, LLC | 800 | $24.0K | 0.03% | 00.0% | Unchanged |
| Amalgamated Bank | 783 | $23.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 683 | $20.5K | 0.00% | −133−16.3% | Reduced |
| Ameritas Investment Partners, Inc. | 601 | $18.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 551 | $16.5K | 0.00% | +145+35.7% | Added |
| Metropolitan Life Insurance Co | 496 | $14.9K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 352 | $10.6K | 0.00% | −2,276−86.6% | Reduced |
| Harbour Investments, Inc. | 266 | $7.98K | 0.00% | −42−13.6% | Reduced |
| Atwood & Palmer Inc | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 184 | $5.52K | 0.00% | +184 | New |
| Covestor Ltd | 43 | $1.00K | 0.00% | −14−24.6% | Reduced |
| Carmel Capital Partners, LLC | 25 | $750 | 0.00% | +25 | New |
| The PNC Financial Services Group, Inc. | 19 | $570 | 0.00% | +19 | New |
| Qube Research & Technologies Ltd | 3 | $90 | 0.00% | +3 | New |
| First Trust Advisors LP | 0 | $0 | 0.00% | −22,664−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −18,111−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −1,404−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −148−100.0% | Sold out |
| EA Series Trust | – | – | – | – | Not filed |