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, Q4 2023
Institutional positions in First Business Financial Services, Inc. as of Dec 31, 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
- 84
- +3 vs. Q3 2023
- Shares held
- 5.16M
- +53.9K (+1.1%) vs. Q3 2023
- Total value
- $207.0M
- +$53.7M (+35.0%) vs. Q3 2023
- New holders
- 8
- 31 more added
- Sold out
- 5
- 23 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding First Business Financial Services, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Qube Research & Technologies Ltd | 3 | $120 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 19 | $762 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 27 | $1.00K | 0.00% | −16−37.2% | Reduced |
| Ronald Blue Trust, Inc. | 46 | $1.00K | 0.00% | +46 | New |
| West Tower Group, LLC | 71 | $2.85K | 0.01% | −113−61.4% | Reduced |
| GAMMA Investing LLC | 160 | $5.88K | 0.00% | +160 | New |
| Atwood & Palmer Inc | 200 | $8.02K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 266 | $10.7K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 400 | $16.0K | 0.02% | +400 | New |
| Metropolitan Life Insurance Co | 496 | $19.9K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 523 | $21.0K | 0.00% | −28−5.1% | Reduced |
| AJOVista, LLC | 528 | $21.2K | 0.03% | +528 | New |
| Ameritas Investment Partners, Inc. | 601 | $24.1K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 683 | $27.4K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 700 | $28.0K | 0.00% | −83−10.6% | Reduced |
| Tower Research Capital LLC (TRC) | 762 | $30.6K | 0.00% | −685−47.3% | Reduced |
| Mendota Financial Group, LLC | 800 | $32.1K | 0.03% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,294 | $51.9K | 0.00% | −440−25.4% | Reduced |
| Citigroup Inc | 1,557 | $62.4K | 0.00% | +1,205+342.3% | Added |
| BNP Paribas Arbitrage, SA | 2,271 | $91.1K | 0.00% | +886+64.0% | Added |
| Deutsche Bank AG | 2,385 | $95.6K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 2,416 | $96.9K | 0.00% | +478+24.7% | Added |
| Russell Investments Group, Ltd. | 3,467 | $139.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,800 | $152.4K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 3,866 | $155.0K | 0.00% | +1,601+70.7% | Added |
| American International Group, Inc. | 3,906 | $156.6K | 0.00% | −16−0.4% | Reduced |
| MetLife Investment Management | 4,273 | $171.3K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 4,280 | $172.0K | 0.00% | +938+28.1% | Added |
| Thompson Investment Management, Inc. | 6,020 | $241.4K | 0.04% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 6,399 | $256.6K | 0.00% | +6,399 | New |
| Northern Oak Wealth Management Inc | 6,419 | $257.4K | 0.03% | +6,419 | New |
| Two Sigma Advisers, LP | 7,200 | $288.7K | 0.00% | −1,600−18.2% | Reduced |
| JPMorgan Chase & Co | 7,878 | $315.9K | 0.00% | +2,545+47.7% | Added |
| Mattern Wealth Management LLC | 8,000 | $320.8K | 0.08% | 00.0% | Unchanged |
| UBS Group AG | 8,722 | $349.8K | 0.00% | +4,383+101.0% | Added |
| Millennium Management LLC | 8,771 | $351.7K | 0.00% | −2,474−22.0% | Reduced |
| Kestra Advisory Services, LLC | 9,200 | $368.9K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 9,350 | $375.0K | 0.03% | +9,350 | New |
| Baird Financial Group, Inc. | 10,240 | $410.6K | 0.00% | −160−1.5% | Reduced |
| Globeflex Capital L P | 10,795 | $432.9K | 0.04% | 00.0% | Unchanged |
| Bank of America Corp | 10,825 | $434.1K | 0.00% | +2,674+32.8% | Added |
| Rhumbline Advisers | 11,377 | $456.2K | 0.00% | −147−1.3% | Reduced |
| Ameriprise Financial Inc | 11,808 | $473.5K | 0.00% | +962+8.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 12,824 | $514.2K | 0.00% | +8+0.1% | Added |
| HSBC Holdings PLC | 13,559 | $555.9K | 0.00% | −728−5.1% | Reduced |
| Riverwater Partners LLC | 14,490 | $581.1K | 0.46% | +382+2.7% | Added |
| Royal Bank of Canada | 14,507 | $582.0K | 0.00% | +952+7.0% | Added |
| Martingale Asset Management L P | 14,522 | $582.3K | 0.01% | −101−0.7% | Reduced |
| EAM Investors, LLC | 18,274 | $732.8K | 0.13% | +18,274 | New |
| Price T Rowe Associates Inc | 18,422 | $739.0K | 0.00% | +182+1.0% | Added |
| Invesco Ltd. | 18,729 | $751.0K | 0.00% | +4,702+33.5% | Added |
| Charles Schwab Investment Management Inc | 20,699 | $830.0K | 0.00% | +16+0.1% | Added |
| Nuveen Asset Management, LLC | 23,004 | $922.5K | 0.00% | +4,405+23.7% | Added |
| Gator Capital Management, LLC | 23,850 | $956.4K | 0.53% | 00.0% | Unchanged |
| Barclays PLC | 28,201 | $1.13M | 0.00% | +8,475+43.0% | Added |
| Morgan Stanley | 30,902 | $1.24M | 0.00% | +11,249+57.2% | Added |
| Goldman Sachs Group Inc | 31,557 | $1.27M | 0.00% | −3,824−10.8% | Reduced |
| Uncommon Cents Investing LLC | 36,255 | $1.45M | 0.48% | +1,485+4.3% | Added |
| Bank of New York Mellon Corp | 37,681 | $1.51M | 0.00% | −551−1.4% | Reduced |
| Empowered Funds, LLC | 38,126 | $1.53M | 0.04% | +3,368+9.7% | Added |
| John W. Rosenthal Capital Management, Inc. | 45,000 | $1.80M | 2.06% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 52,398 | $2.10M | 0.01% | 00.0% | Unchanged |
| Vista Investment Management | 52,410 | $2.10M | 0.98% | +301+0.6% | Added |
| Poehling Capital Management, LLC | 58,327 | $2.34M | 0.74% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 65,483 | $2.63M | 0.01% | +2,444+3.9% | Added |
| American Century Companies Inc | 66,116 | $2.65M | 0.00% | +210.0% | Added |
| Hotchkis & Wiley Capital Management LLC | 82,869 | $3.32M | 0.01% | −3,000−3.5% | Reduced |
| Bridgeway Capital Management, LLC | 83,526 | $3.35M | 0.07% | +3,368+4.2% | Added |
| Northern Trust Corp | 101,942 | $4.09M | 0.00% | +1,917+1.9% | Added |
| LSV Asset Management | 109,225 | $4.38M | 0.01% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 117,132 | $4.70M | 0.00% | −10,068−7.9% | Reduced |
| State Street Corp | 117,674 | $4.72M | 0.00% | +1,598+1.4% | Added |
| Franklin Resources Inc | 130,824 | $5.25M | 0.00% | +360.0% | Added |
| Renaissance Technologies LLC | 152,077 | $6.10M | 0.01% | −888−0.6% | Reduced |
| Cutler Capital Management, LLC | 152,514 | $6.12M | 2.53% | +344+0.2% | Added |
| Geode Capital Management, LLC | 155,731 | $6.25M | 0.00% | +3,451+2.3% | Added |
| Pacific Ridge Capital Partners, LLC | 167,009 | $6.70M | 1.36% | −2,125−1.3% | Reduced |
| M3F, Inc. | 219,341 | $8.80M | 2.79% | −35,955−14.1% | Reduced |
| Manufacturers Life Insurance Company, The | 287,596 | $11.5M | 0.01% | −11,641−3.9% | Reduced |
| First Business Financial Services, Inc. | 349,522 | $14.0M | 1.63% | −6,030−1.7% | Reduced |
| Vanguard Group Inc | 353,571 | $14.2M | 0.00% | +3,563+1.0% | Added |
| Banc Funds Co LLC | 458,694 | $18.4M | 1.81% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 525,683 | $21.1M | 0.01% | −406−0.1% | Reduced |
| BlackRock Inc. | 689,085 | $27.6M | 0.00% | +50,900+8.0% | Added |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −21,216−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −1,669−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Carmel Capital Partners, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| River Oaks Capital LLC | – | – | – | – | Not filed |