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 | $310.6M |
| 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, 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 |
|---|---|---|---|---|---|
| Qube Research & Technologies Ltd | 3 | $90 | 0.00% | +3 | New |
| The PNC Financial Services Group, Inc. | 19 | $570 | 0.00% | +19 | New |
| Carmel Capital Partners, LLC | 25 | $750 | 0.00% | +25 | New |
| Covestor Ltd | 43 | $1.00K | 0.00% | −14−24.6% | Reduced |
| West Tower Group, LLC | 184 | $5.52K | 0.00% | +184 | New |
| Aquatic Capital Management LLC | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 266 | $7.98K | 0.00% | −42−13.6% | Reduced |
| Citigroup Inc | 352 | $10.6K | 0.00% | −2,276−86.6% | Reduced |
| Metropolitan Life Insurance Co | 496 | $14.9K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 551 | $16.5K | 0.00% | +145+35.7% | Added |
| Ameritas Investment Partners, Inc. | 601 | $18.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 683 | $20.5K | 0.00% | −133−16.3% | Reduced |
| Amalgamated Bank | 783 | $23.0K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 800 | $24.0K | 0.03% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,385 | $41.6K | 0.00% | −822−37.2% | Reduced |
| Tower Research Capital LLC (TRC) | 1,447 | $43.4K | 0.00% | +1,172+426.2% | Added |
| Allspring Global Investments Holdings, LLC | 1,669 | $50.1K | 0.00% | −1,646−49.7% | Reduced |
| California State Teachers Retirement System | 1,734 | $52.0K | 0.00% | −880−33.7% | Reduced |
| Wells Fargo & Company | 1,938 | $58.1K | 0.00% | −1,052−35.2% | Reduced |
| New York State Common Retirement Fund | 2,265 | $68.0K | 0.00% | +2+0.1% | Added |
| Hillsdale Investment Management Inc. | 2,300 | $69.0K | 0.01% | −400−14.8% | Reduced |
| Deutsche Bank AG | 2,385 | $71.6K | 0.00% | −3,209−57.4% | Reduced |
| SG Americas Securities, LLC | 3,342 | $100.0K | 0.00% | +3,342 | New |
| Russell Investments Group, Ltd. | 3,467 | $104.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,800 | $114.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 3,922 | $117.7K | 0.00% | +139+3.7% | Added |
| MetLife Investment Management | 4,273 | $128.2K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 4,339 | $130.2K | 0.00% | −167−3.7% | Reduced |
| JPMorgan Chase & Co | 5,333 | $160.0K | 0.00% | −4,216−44.2% | Reduced |
| Thompson Investment Management, Inc. | 6,020 | $180.7K | 0.03% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 8,000 | $240.1K | 0.07% | 00.0% | Unchanged |
| Bank of America Corp | 8,151 | $244.6K | 0.00% | +338+4.3% | Added |
| Two Sigma Advisers, LP | 8,800 | $264.1K | 0.00% | −4,400−33.3% | Reduced |
| Kestra Advisory Services, LLC | 9,200 | $276.1K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 10,400 | $312.1K | 0.00% | +1,000+10.6% | Added |
| Globeflex Capital L P | 10,795 | $324.0K | 0.04% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 10,846 | $325.5K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 11,245 | $337.5K | 0.00% | +11,245 | New |
| Rhumbline Advisers | 11,524 | $345.8K | 0.00% | +44+0.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 12,816 | $384.6K | 0.00% | +12,816 | New |
| Royal Bank of Canada | 13,555 | $407.0K | 0.00% | +349+2.6% | Added |
| Invesco Ltd. | 14,027 | $421.0K | 0.00% | +96+0.7% | Added |
| HSBC Holdings PLC | 14,287 | $423.3K | 0.00% | −477−3.2% | Reduced |
| Riverwater Partners LLC | 14,108 | $423.4K | 0.38% | +6,641+88.9% | Added |
| Martingale Asset Management L P | 14,623 | $438.8K | 0.01% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 18,240 | $548.0K | 0.00% | −4,924−21.3% | Reduced |
| Nuveen Asset Management, LLC | 18,599 | $558.2K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 19,653 | $589.8K | 0.00% | −1,884−8.7% | Reduced |
| Barclays PLC | 19,726 | $592.0K | 0.00% | −385−1.9% | Reduced |
| Charles Schwab Investment Management Inc | 20,683 | $620.7K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 21,216 | $636.7K | 0.04% | 00.0% | Unchanged |
| Gator Capital Management, LLC | 23,850 | $715.7K | 0.51% | 00.0% | Unchanged |
| Empowered Funds, LLC | 34,758 | $1.04M | 0.03% | +2,844+8.9% | Added |
| Uncommon Cents Investing LLC | 34,770 | $1.04M | 0.38% | −130−0.4% | Reduced |
| Goldman Sachs Group Inc | 35,381 | $1.06M | 0.00% | −3,277−8.5% | Reduced |
| Bank of New York Mellon Corp | 38,232 | $1.15M | 0.00% | +85+0.2% | Added |
| John W. Rosenthal Capital Management, Inc. | 45,000 | $1.35M | 1.82% | 00.0% | Unchanged |
| Vista Investment Management | 52,109 | $1.56M | 0.82% | −123−0.2% | Reduced |
| Acadian Asset Management LLC | 52,398 | $1.57M | 0.01% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 58,327 | $1.75M | 0.61% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 63,039 | $1.89M | 0.01% | −792−1.2% | Reduced |
| American Century Companies Inc | 66,095 | $1.98M | 0.00% | +290.0% | Added |
| Bridgeway Capital Management, LLC | 80,158 | $2.41M | 0.06% | +2,844+3.7% | Added |
| Hotchkis & Wiley Capital Management LLC | 85,869 | $2.58M | 0.01% | +1,800+2.1% | Added |
| River Oaks Capital LLC | 94,600 | $2.84M | 4.18% | −2,583−2.7% | Reduced |
| Northern Trust Corp | 100,025 | $3.00M | 0.00% | +1,412+1.4% | Added |
| LSV Asset Management | 109,225 | $3.28M | 0.01% | 00.0% | Unchanged |
| State Street Corp | 116,076 | $3.48M | 0.00% | −100−0.1% | Reduced |
| Alliancebernstein L.P. | 127,200 | $3.82M | 0.00% | −4,923−3.7% | Reduced |
| Franklin Resources Inc | 130,788 | $3.92M | 0.00% | +90+0.1% | Added |
| Cutler Capital Management, LLC | 152,170 | $4.57M | 2.06% | +754+0.5% | Added |
| Geode Capital Management, LLC | 152,280 | $4.57M | 0.00% | +9,211+6.4% | Added |
| Renaissance Technologies LLC | 152,965 | $4.59M | 0.01% | −1,500−1.0% | Reduced |
| Pacific Ridge Capital Partners, LLC | 169,134 | $5.08M | 1.18% | +4,513+2.7% | Added |
| M3F, Inc. | 255,296 | $7.66M | 2.56% | −640−0.3% | Reduced |
| Manufacturers Life Insurance Company, The | 299,237 | $8.98M | 0.01% | −9,756−3.2% | Reduced |
| Vanguard Group Inc | 350,008 | $10.5M | 0.00% | +5,167+1.5% | Added |
| First Business Financial Services, Inc. | 355,552 | $10.7M | 1.36% | −7,343−2.0% | Reduced |
| Banc Funds Co LLC | 458,694 | $13.8M | 1.61% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 526,089 | $15.8M | 0.01% | −395−0.1% | Reduced |
| BlackRock Inc. | 638,185 | $19.2M | 0.00% | −18,048−2.8% | Reduced |
| 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 |