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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.

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.

Institutional holdersQ1 2024: 84 institutions
Q1 2021: 77 institutionsQ2 2021: 78 institutionsQ3 2021: 76 institutionsQ4 2021: 75 institutionsQ1 2022: 77 institutionsQ2 2022: 90 institutionsQ3 2022: 86 institutionsQ4 2022: 89 institutionsQ1 2023: 85 institutionsQ2 2023: 80 institutionsQ3 2023: 82 institutionsQ4 2023: 84 institutionsQ1 2024: 84 institutionsQ2 2024: 88 institutionsQ3 2024: 94 institutionsQ4 2024: 104 institutionsQ1 2025: 116 institutionsQ2 2025: 117 institutionsQ3 2025: 136 institutionsQ4 2025: 139 institutionsQ1 2026: 144 institutionsQ2 2026: 141 institutions
Value heldQ1 2024: $194.9M
Q1 2021: $137.8MQ2 2021: $140.0MQ3 2021: $144.1MQ4 2021: $149.0MQ1 2022: $171.0MQ2 2022: $172.3MQ3 2022: $180.3MQ4 2022: $196.2MQ1 2023: $162.8MQ2 2023: $156.0MQ3 2023: $156.1MQ4 2023: $207.0MQ1 2024: $194.9MQ2 2024: $192.6MQ3 2024: $241.3MQ4 2024: $257.0MQ1 2025: $264.0MQ2 2025: $285.2MQ3 2025: $292.2MQ4 2025: $310.6MQ1 2026: $311.6MQ2 2026: $375.1M
Institutions holding FBIZ and their total value by quarter
QuarterHoldersValue
Q2 2026141$375.1M
Q1 2026144$311.6M
Q4 2025139$310.6M
Q3 2025136$292.2M
Q2 2025117$285.2M
Q1 2025116$264.0M
Q4 2024104$257.0M
Q3 202494$241.3M
Q2 202488$192.6M
Q1 202484$194.9M
Q4 202384$207.0M
Q3 202382$156.1M
Q2 202380$156.0M
Q1 202385$162.8M
Q4 202289$196.2M
Q3 202286$180.3M
Q2 202290$172.3M
Q1 202277$171.0M
Q4 202175$149.0M
Q3 202176$144.1M
Q2 202178$140.0M
Q1 202177$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.

Institutions holding FBIZ in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
CWM, LLC13$00.00%+13New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2$750.00%+2New
Covestor Ltd17$1.00K0.00%−10−37.0%Reduced
Tower Research Capital LLC (TRC)81$3.04K0.00%−681−89.4%Reduced
Qube Research & Technologies Ltd154$5.78K0.00%+151+5,033.3%Added
GAMMA Investing LLC160$6.00K0.00%00.0%Unchanged
Atwood & Palmer Inc200$7.50K0.00%00.0%Unchanged
Harbour Investments, Inc.214$8.03K0.00%−52−19.5%Reduced
Amalgamated Bank279$10.0K0.00%−421−60.1%Reduced
Metropolitan Life Insurance Co496$18.6K0.00%00.0%Unchanged
FMR LLC562$21.1K0.00%+39+7.5%Added
Ameritas Investment Partners, Inc.601$22.5K0.00%00.0%Unchanged
Legal & General Group Plc683$25.6K0.00%00.0%Unchanged
California State Teachers Retirement System790$29.6K0.00%−504−38.9%Reduced
Mendota Financial Group, LLC800$30.0K0.02%00.0%Unchanged
Lazard Asset Management LLC1,604$60.0K0.00%+1,604New
Citigroup Inc1,885$70.7K0.00%+328+21.1%Added
Deutsche Bank AG2,385$89.4K0.00%00.0%Unchanged
Wells Fargo & Company2,773$104.0K0.00%+357+14.8%Added
SG Americas Securities, LLC2,761$104.0K0.00%−1,519−35.5%Reduced
Russell Investments Group, Ltd.3,467$130.0K0.00%00.0%Unchanged
US Bancorp3,800$142.5K0.00%00.0%Unchanged
New York State Common Retirement Fund3,866$145.0K0.00%00.0%Unchanged
American International Group, Inc.3,873$145.2K0.00%−33−0.8%Reduced
BNP Paribas Arbitrage, SA3,930$147.4K0.00%+1,659+73.1%Added
MetLife Investment Management4,273$160.2K0.00%00.0%Unchanged
Bank of America Corp5,519$207.0K0.00%−5,306−49.0%Reduced
Man Group plc5,935$222.6K0.00%+5,935New
Thompson Investment Management, Inc.6,020$225.8K0.03%00.0%Unchanged
Northern Oak Wealth Management Inc6,461$242.3K0.03%+42+0.7%Added
Quadrature Capital Ltd6,674$247.0K0.00%+6,674New
Two Sigma Investments, LP7,499$281.2K0.00%+1,100+17.2%Added
Two Sigma Advisers, LP7,600$285.0K0.00%+400+5.6%Added
UBS Group AG7,793$292.2K0.00%−929−10.7%Reduced
Globeflex Capital L P7,928$297.3K0.03%−2,867−26.6%Reduced
Mattern Wealth Management LLC8,000$300.0K0.07%00.0%Unchanged
Kestra Advisory Services, LLC9,200$345.0K0.00%00.0%Unchanged
Baird Financial Group, Inc.9,240$346.5K0.00%−1,000−9.8%Reduced
Gsa Capital Partners LLP9,684$363.0K0.03%+334+3.6%Added
Rhumbline Advisers11,370$426.4K0.00%−7−0.1%Reduced
Ameriprise Financial Inc11,808$442.8K0.00%00.0%Unchanged
Royal Bank of Canada12,412$466.0K0.00%−2,095−14.4%Reduced
Wealth Enhancement Advisory Services, LLC12,824$480.9K0.00%00.0%Unchanged
HSBC Holdings PLC13,835$518.8K0.00%+276+2.0%Added
Millennium Management LLC14,116$529.4K0.00%+5,345+60.9%Added
Riverwater Partners LLC14,275$535.3K0.39%−215−1.5%Reduced
Martingale Asset Management L P14,522$544.6K0.01%00.0%Unchanged
JPMorgan Chase & Co15,950$598.1K0.00%+8,072+102.5%Added
Invesco Ltd.16,907$634.0K0.00%−1,822−9.7%Reduced
Price T Rowe Associates Inc18,946$711.0K0.00%+524+2.8%Added
Charles Schwab Investment Management Inc20,699$776.2K0.00%00.0%Unchanged
Barclays PLC22,192$832.2K0.00%−6,009−21.3%Reduced
Nuveen Asset Management, LLC23,004$862.7K0.00%00.0%Unchanged
Gator Capital Management, LLC23,850$894.4K0.48%00.0%Unchanged
Morgan Stanley26,088$978.3K0.00%−4,814−15.6%Reduced
Goldman Sachs Group Inc31,518$1.18M0.00%−39−0.1%Reduced
Bank of New York Mellon Corp35,893$1.35M0.00%−1,788−4.7%Reduced
Uncommon Cents Investing LLC36,380$1.36M0.42%+125+0.3%Added
Empowered Funds, LLC41,101$1.54M0.03%+2,975+7.8%Added
John W. Rosenthal Capital Management, Inc.45,000$1.69M2.27%00.0%Unchanged
De Lisle Partners LLP46,591$1.74M0.40%+46,591New
Acadian Asset Management LLC52,398$1.96M0.01%00.0%Unchanged
Vista Investment Management56,134$2.11M0.86%+3,724+7.1%Added
Poehling Capital Management, LLC58,327$2.19M0.59%00.0%Unchanged
American Century Companies Inc66,702$2.50M0.00%+586+0.9%Added
Federated Hermes, Inc.66,719$2.50M0.01%+1,236+1.9%Added
Hotchkis & Wiley Capital Management LLC81,569$3.06M0.01%−1,300−1.6%Reduced
Bridgeway Capital Management, LLC86,501$3.24M0.07%+2,975+3.6%Added
Northern Trust Corp94,739$3.55M0.00%−7,203−7.1%Reduced
LSV Asset Management109,225$4.10M0.01%00.0%Unchanged
Alliancebernstein L.P.117,362$4.40M0.00%+230+0.2%Added
State Street Corp125,447$4.70M0.00%+7,773+6.6%Added
Franklin Resources Inc134,528$5.04M0.00%+3,704+2.8%Added
Cutler Capital Management, LLC152,863$5.73M2.25%+349+0.2%Added
Renaissance Technologies LLC153,465$5.75M0.01%+1,388+0.9%Added
Geode Capital Management, LLC163,467$6.13M0.00%+7,736+5.0%Added
Pacific Ridge Capital Partners, LLC169,903$6.37M1.40%+2,894+1.7%Added
M3F, Inc.220,674$8.28M2.93%+1,333+0.6%Added
Manufacturers Life Insurance Company, The277,010$10.4M0.01%−10,586−3.7%Reduced
First Business Financial Services, Inc.350,190$13.1M1.41%+668+0.2%Added
Vanguard Group Inc361,070$13.5M0.00%+7,499+2.1%Added
Banc Funds Co LLC457,725$17.2M1.94%−969−0.2%Reduced
Dimensional Fund Advisors LP529,937$19.9M0.01%+4,254+0.8%Added
BlackRock Inc.664,569$24.9M0.00%−24,516−3.6%Reduced
EAM Investors, LLC0$00.00%−18,274−100.0%Sold out
AJOVista, LLC0$00.00%−528−100.0%Sold out
Richardson Capital Management LLC0$00.00%−400−100.0%Sold out
West Tower Group, LLC0$00.00%−71−100.0%Sold out
Ronald Blue Trust, Inc.0$00.00%−46−100.0%Sold out
The PNC Financial Services Group, Inc.0$00.00%−19−100.0%Sold out