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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.

Q3 2023 vs. Q2 2023

How the institutions holding First Business Financial Services, Inc. changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of FBIZ: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders80182+3
Shares5.29M31.9K5.20M−52.6K (−1.0%)
Value$156.0M$941.1K$156.1M+$1.10M (+0.7%)

1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (7)

Institutions that held First Business Financial Services, Inc. at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to FBIZ in Q3 2023
InstitutionSharesValue% of portfolio
Wealth Enhancement Advisory Services, LLC12,816$384.6K0.00%
Millennium Management LLC11,245$337.5K0.00%
SG Americas Securities, LLC3,342$100.0K0.00%
West Tower Group, LLC184$5.52K0.00%
Carmel Capital Partners, LLC25$7500.00%
The PNC Financial Services Group, Inc.19$5700.00%
Qube Research & Technologies Ltd3$900.00%

Sold out (4)

Institutions that held First Business Financial Services, Inc. at the end of Q2 2023 and filed for Q3 2023 without it.

Institutions that sold out of FBIZ in Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
First Trust Advisors LP22,664$668.4K
Bank of Montreal18,111$575.7K
Lazard Asset Management LLC1,404$41.0K
Advisor Group Holdings, Inc.148$4.37K

Not filed for Q3 2023 yet (1)

Institutions that held First Business Financial Services, Inc. at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding FBIZ in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
EA Series Trust31,914$941.1K