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, Q1 2024
Institutional positions in First Business Financial Services, Inc. as of Mar 31, 2024. 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
- 0 vs. Q4 2023
- Shares held
- 5.20M
- +34.9K (+0.7%) vs. Q4 2023
- Total value
- $194.9M
- −$12.1M (−5.9%) vs. Q4 2023
- New holders
- 6
- 30 more added
- Sold out
- 6
- 24 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding First Business Financial Services, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 664,569 | $24.9M | 0.00% | −24,516−3.6% | Reduced |
| Dimensional Fund Advisors LP | 529,937 | $19.9M | 0.01% | +4,254+0.8% | Added |
| Banc Funds Co LLC | 457,725 | $17.2M | 1.94% | −969−0.2% | Reduced |
| Vanguard Group Inc | 361,070 | $13.5M | 0.00% | +7,499+2.1% | Added |
| First Business Financial Services, Inc. | 350,190 | $13.1M | 1.41% | +668+0.2% | Added |
| Manufacturers Life Insurance Company, The | 277,010 | $10.4M | 0.01% | −10,586−3.7% | Reduced |
| M3F, Inc. | 220,674 | $8.28M | 2.93% | +1,333+0.6% | Added |
| Pacific Ridge Capital Partners, LLC | 169,903 | $6.37M | 1.40% | +2,894+1.7% | Added |
| Geode Capital Management, LLC | 163,467 | $6.13M | 0.00% | +7,736+5.0% | Added |
| Renaissance Technologies LLC | 153,465 | $5.75M | 0.01% | +1,388+0.9% | Added |
| Cutler Capital Management, LLC | 152,863 | $5.73M | 2.25% | +349+0.2% | Added |
| Franklin Resources Inc | 134,528 | $5.04M | 0.00% | +3,704+2.8% | Added |
| State Street Corp | 125,447 | $4.70M | 0.00% | +7,773+6.6% | Added |
| Alliancebernstein L.P. | 117,362 | $4.40M | 0.00% | +230+0.2% | Added |
| LSV Asset Management | 109,225 | $4.10M | 0.01% | 00.0% | Unchanged |
| Northern Trust Corp | 94,739 | $3.55M | 0.00% | −7,203−7.1% | Reduced |
| Bridgeway Capital Management, LLC | 86,501 | $3.24M | 0.07% | +2,975+3.6% | Added |
| Hotchkis & Wiley Capital Management LLC | 81,569 | $3.06M | 0.01% | −1,300−1.6% | Reduced |
| Federated Hermes, Inc. | 66,719 | $2.50M | 0.01% | +1,236+1.9% | Added |
| American Century Companies Inc | 66,702 | $2.50M | 0.00% | +586+0.9% | Added |
| Poehling Capital Management, LLC | 58,327 | $2.19M | 0.59% | 00.0% | Unchanged |
| Vista Investment Management | 56,134 | $2.11M | 0.86% | +3,724+7.1% | Added |
| Acadian Asset Management LLC | 52,398 | $1.96M | 0.01% | 00.0% | Unchanged |
| De Lisle Partners LLP | 46,591 | $1.74M | 0.40% | +46,591 | New |
| John W. Rosenthal Capital Management, Inc. | 45,000 | $1.69M | 2.27% | 00.0% | Unchanged |
| Empowered Funds, LLC | 41,101 | $1.54M | 0.03% | +2,975+7.8% | Added |
| Uncommon Cents Investing LLC | 36,380 | $1.36M | 0.42% | +125+0.3% | Added |
| Bank of New York Mellon Corp | 35,893 | $1.35M | 0.00% | −1,788−4.7% | Reduced |
| Goldman Sachs Group Inc | 31,518 | $1.18M | 0.00% | −39−0.1% | Reduced |
| Morgan Stanley | 26,088 | $978.3K | 0.00% | −4,814−15.6% | Reduced |
| Gator Capital Management, LLC | 23,850 | $894.4K | 0.48% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 23,004 | $862.7K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 22,192 | $832.2K | 0.00% | −6,009−21.3% | Reduced |
| Charles Schwab Investment Management Inc | 20,699 | $776.2K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 18,946 | $711.0K | 0.00% | +524+2.8% | Added |
| Invesco Ltd. | 16,907 | $634.0K | 0.00% | −1,822−9.7% | Reduced |
| JPMorgan Chase & Co | 15,950 | $598.1K | 0.00% | +8,072+102.5% | Added |
| Martingale Asset Management L P | 14,522 | $544.6K | 0.01% | 00.0% | Unchanged |
| Riverwater Partners LLC | 14,275 | $535.3K | 0.39% | −215−1.5% | Reduced |
| Millennium Management LLC | 14,116 | $529.4K | 0.00% | +5,345+60.9% | Added |
| HSBC Holdings PLC | 13,835 | $518.8K | 0.00% | +276+2.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 12,824 | $480.9K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 12,412 | $466.0K | 0.00% | −2,095−14.4% | Reduced |
| Ameriprise Financial Inc | 11,808 | $442.8K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 11,370 | $426.4K | 0.00% | −7−0.1% | Reduced |
| Gsa Capital Partners LLP | 9,684 | $363.0K | 0.03% | +334+3.6% | Added |
| Baird Financial Group, Inc. | 9,240 | $346.5K | 0.00% | −1,000−9.8% | Reduced |
| Kestra Advisory Services, LLC | 9,200 | $345.0K | 0.00% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 8,000 | $300.0K | 0.07% | 00.0% | Unchanged |
| Globeflex Capital L P | 7,928 | $297.3K | 0.03% | −2,867−26.6% | Reduced |
| UBS Group AG | 7,793 | $292.2K | 0.00% | −929−10.7% | Reduced |
| Two Sigma Advisers, LP | 7,600 | $285.0K | 0.00% | +400+5.6% | Added |
| Two Sigma Investments, LP | 7,499 | $281.2K | 0.00% | +1,100+17.2% | Added |
| Quadrature Capital Ltd | 6,674 | $247.0K | 0.00% | +6,674 | New |
| Northern Oak Wealth Management Inc | 6,461 | $242.3K | 0.03% | +42+0.7% | Added |
| Thompson Investment Management, Inc. | 6,020 | $225.8K | 0.03% | 00.0% | Unchanged |
| Man Group plc | 5,935 | $222.6K | 0.00% | +5,935 | New |
| Bank of America Corp | 5,519 | $207.0K | 0.00% | −5,306−49.0% | Reduced |
| MetLife Investment Management | 4,273 | $160.2K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 3,930 | $147.4K | 0.00% | +1,659+73.1% | Added |
| American International Group, Inc. | 3,873 | $145.2K | 0.00% | −33−0.8% | Reduced |
| New York State Common Retirement Fund | 3,866 | $145.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,800 | $142.5K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 3,467 | $130.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,761 | $104.0K | 0.00% | −1,519−35.5% | Reduced |
| Wells Fargo & Company | 2,773 | $104.0K | 0.00% | +357+14.8% | Added |
| Deutsche Bank AG | 2,385 | $89.4K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,885 | $70.7K | 0.00% | +328+21.1% | Added |
| Lazard Asset Management LLC | 1,604 | $60.0K | 0.00% | +1,604 | New |
| Mendota Financial Group, LLC | 800 | $30.0K | 0.02% | 00.0% | Unchanged |
| California State Teachers Retirement System | 790 | $29.6K | 0.00% | −504−38.9% | Reduced |
| Legal & General Group Plc | 683 | $25.6K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 601 | $22.5K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 562 | $21.1K | 0.00% | +39+7.5% | Added |
| Metropolitan Life Insurance Co | 496 | $18.6K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 279 | $10.0K | 0.00% | −421−60.1% | Reduced |
| Harbour Investments, Inc. | 214 | $8.03K | 0.00% | −52−19.5% | Reduced |
| Atwood & Palmer Inc | 200 | $7.50K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 160 | $6.00K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 154 | $5.78K | 0.00% | +151+5,033.3% | Added |
| Tower Research Capital LLC (TRC) | 81 | $3.04K | 0.00% | −681−89.4% | Reduced |
| Covestor Ltd | 17 | $1.00K | 0.00% | −10−37.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 | $75 | 0.00% | +2 | New |
| CWM, LLC | 13 | $0 | 0.00% | +13 | New |
| EAM Investors, LLC | 0 | $0 | 0.00% | −18,274−100.0% | Sold out |
| AJOVista, LLC | 0 | $0 | 0.00% | −528−100.0% | Sold out |
| Richardson Capital Management LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −19−100.0% | Sold out |