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, Q2 2024
Institutional positions in First Business Financial Services, Inc. as of Jun 30, 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
- 88
- +4 vs. Q1 2024
- Shares held
- 5.21M
- −93.4K (−1.8%) vs. Q1 2024
- Total value
- $192.8M
- −$6.18M (−3.1%) vs. Q1 2024
- New holders
- 10
- 33 more added
- Sold out
- 6
- 25 more reduced
Compare with Q1 2024: 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 | $310.8M |
| Q3 2025 | 136 | $293.0M |
| Q2 2025 | 117 | $286.5M |
| Q1 2025 | 116 | $264.0M |
| Q4 2024 | 104 | $257.0M |
| Q3 2024 | 94 | $242.5M |
| Q2 2024 | 88 | $192.8M |
| Q1 2024 | 84 | $199.0M |
| Q4 2023 | 84 | $208.6M |
| 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 | $150.3M |
| Q3 2021 | 76 | $144.1M |
| Q2 2021 | 78 | $140.0M |
| Q1 2021 | 77 | $137.8M |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding First Business Financial Services, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 680,513 | $25.2M | 0.00% | +15,944+2.4% | Added |
| Dimensional Fund Advisors LP | 537,808 | $19.9M | 0.01% | +7,871+1.5% | Added |
| Banc Funds Co LLC | 439,530 | $16.3M | 1.93% | −18,195−4.0% | Reduced |
| Vanguard Group Inc | 384,337 | $14.2M | 0.00% | +23,267+6.4% | Added |
| First Business Financial Services, Inc. | 353,718 | $13.1M | 1.39% | +3,528+1.0% | Added |
| Manufacturers Life Insurance Company, The | 274,936 | $10.2M | 0.01% | −2,074−0.7% | Reduced |
| M3F, Inc. | 218,082 | $8.07M | 2.99% | −2,592−1.2% | Reduced |
| Geode Capital Management, LLC | 171,204 | $6.33M | 0.00% | +7,737+4.7% | Added |
| Pacific Ridge Capital Partners, LLC | 163,049 | $6.03M | 1.45% | −6,854−4.0% | Reduced |
| Renaissance Technologies LLC | 153,765 | $5.69M | 0.01% | +300+0.2% | Added |
| Cutler Capital Management, LLC | 153,499 | $5.68M | 2.22% | +636+0.4% | Added |
| State Street Corp | 134,083 | $4.96M | 0.00% | +8,636+6.9% | Added |
| Alliancebernstein L.P. | 118,101 | $4.37M | 0.00% | +739+0.6% | Added |
| LSV Asset Management | 109,025 | $4.03M | 0.01% | −200−0.2% | Reduced |
| Franklin Resources Inc | 104,075 | $3.85M | 0.00% | −30,453−22.6% | Reduced |
| Northern Trust Corp | 92,363 | $3.42M | 0.00% | −2,376−2.5% | Reduced |
| Bridgeway Capital Management, LLC | 89,561 | $3.31M | 0.08% | +3,060+3.5% | Added |
| Hotchkis & Wiley Capital Management LLC | 87,509 | $3.24M | 0.01% | +5,940+7.3% | Added |
| American Century Companies Inc | 66,729 | $2.47M | 0.00% | +270.0% | Added |
| Federated Hermes, Inc. | 66,423 | $2.46M | 0.01% | −296−0.4% | Reduced |
| Poehling Capital Management, LLC | 58,327 | $2.16M | 0.59% | 00.0% | Unchanged |
| Vista Investment Management | 57,226 | $2.12M | 0.86% | +1,092+1.9% | Added |
| Acadian Asset Management LLC | 52,398 | $1.94M | 0.01% | 00.0% | Unchanged |
| De Lisle Partners LLP | 46,591 | $1.71M | 0.37% | 00.0% | Unchanged |
| John W. Rosenthal Capital Management, Inc. | 45,000 | $1.66M | 2.36% | 00.0% | Unchanged |
| Empowered Funds, LLC | 44,161 | $1.63M | 0.03% | −38,041−46.3% | Reduced |
| Bank of New York Mellon Corp | 37,891 | $1.40M | 0.00% | +1,998+5.6% | Added |
| Uncommon Cents Investing LLC | 36,125 | $1.34M | 0.42% | −255−0.7% | Reduced |
| Goldman Sachs Group Inc | 30,780 | $1.14M | 0.00% | −738−2.3% | Reduced |
| Gator Capital Management, LLC | 23,850 | $882.2K | 0.45% | 00.0% | Unchanged |
| Morgan Stanley | 23,505 | $869.5K | 0.00% | −54,759−70.0% | Reduced |
| Nuveen Asset Management, LLC | 23,004 | $850.9K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 21,524 | $796.2K | 0.00% | +825+4.0% | Added |
| Barclays PLC | 19,412 | $718.0K | 0.00% | −2,780−12.5% | Reduced |
| Invesco Ltd. | 18,079 | $668.7K | 0.00% | +1,172+6.9% | Added |
| Price T Rowe Associates Inc | 15,683 | $581.0K | 0.00% | −3,263−17.2% | Reduced |
| Martingale Asset Management L P | 14,522 | $537.2K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 12,976 | $480.0K | 0.00% | +564+4.5% | Added |
| Riverwater Partners LLC | 12,895 | $477.0K | 0.35% | −1,380−9.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 12,882 | $476.5K | 0.00% | +58+0.5% | Added |
| HSBC Holdings PLC | 13,101 | $471.6K | 0.00% | −734−5.3% | Reduced |
| JPMorgan Chase & Co | 12,020 | $444.6K | 0.00% | −19,880−62.3% | Reduced |
| Ameriprise Financial Inc | 11,808 | $436.8K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 11,403 | $421.8K | 0.00% | +33+0.3% | Added |
| Baird Financial Group, Inc. | 9,240 | $341.8K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 9,200 | $340.3K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 9,200 | $340.3K | 0.00% | +1,600+21.1% | Added |
| Two Sigma Investments, LP | 9,199 | $340.3K | 0.00% | +1,700+22.7% | Added |
| Quadrature Capital Ltd | 8,936 | $329.6K | 0.01% | +2,262+33.9% | Added |
| Mattern Wealth Management LLC | 8,000 | $295.9K | 0.07% | 00.0% | Unchanged |
| Jane Street Group, LLC | 7,506 | $277.6K | 0.00% | +7,506 | New |
| Gsa Capital Partners LLP | 7,160 | $265.0K | 0.02% | −2,524−26.1% | Reduced |
| Trexquant Investment LP | 7,023 | $259.8K | 0.00% | +7,023 | New |
| Bank of America Corp | 6,833 | $252.8K | 0.00% | +1,314+23.8% | Added |
| Northern Oak Wealth Management Inc | 6,508 | $240.7K | 0.03% | +47+0.7% | Added |
| Thompson Investment Management, Inc. | 6,020 | $222.7K | 0.03% | 00.0% | Unchanged |
| Deutsche Bank AG | 5,977 | $221.1K | 0.00% | +3,592+150.6% | Added |
| Man Group plc | 5,929 | $219.3K | 0.00% | −6−0.1% | Reduced |
| Millennium Management LLC | 5,742 | $212.4K | 0.00% | −8,374−59.3% | Reduced |
| Squarepoint Ops LLC | 5,519 | $204.1K | 0.00% | +5,519 | New |
| MetLife Investment Management | 4,769 | $176.4K | 0.00% | +496+11.6% | Added |
| Corebridge Financial, Inc. | 4,237 | $156.7K | 0.00% | +4,237 | New |
| New York State Common Retirement Fund | 3,866 | $143.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,800 | $140.6K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 3,467 | $128.2K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 3,413 | $126.3K | 0.00% | +640+23.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 3,254 | $120.4K | 0.00% | +3,254 | New |
| Citigroup Inc | 2,449 | $90.6K | 0.00% | +564+29.9% | Added |
| UBS Group AG | 2,412 | $89.2K | 0.00% | −5,381−69.0% | Reduced |
| Lazard Asset Management LLC | 2,072 | $76.0K | 0.00% | +468+29.2% | Added |
| BNP Paribas Arbitrage, SA | 1,582 | $58.5K | 0.00% | −2,348−59.7% | Reduced |
| Tower Research Capital LLC (TRC) | 1,465 | $54.2K | 0.00% | +1,384+1,708.6% | Added |
| Mendota Financial Group, LLC | 800 | $29.6K | 0.02% | 00.0% | Unchanged |
| Legal & General Group Plc | 683 | $25.3K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 601 | $22.2K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 571 | $21.1K | 0.00% | −219−27.7% | Reduced |
| FMR LLC | 519 | $19.2K | 0.00% | −43−7.7% | Reduced |
| CWM, LLC | 297 | $11.0K | 0.00% | +284+2,184.6% | Added |
| Amalgamated Bank | 279 | $10.0K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 275 | $10.0K | 0.00% | +275 | New |
| Harbour Investments, Inc. | 231 | $8.54K | 0.00% | +17+7.9% | Added |
| GAMMA Investing LLC | 160 | $5.92K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 67 | $2.48K | 0.00% | +67 | New |
| Assetmark, Inc | 35 | $1.29K | 0.00% | +35 | New |
| Covestor Ltd | 28 | $1.00K | 0.00% | +11+64.7% | Added |
| Qube Research & Technologies Ltd | 5 | $185 | 0.00% | −149−96.8% | Reduced |
| SRS Capital Advisors, Inc. | 2 | $74 | 0.00% | +2 | New |
| Innealta Capital, LLC | 1 | $37 | 0.00% | +1 | New |
| Globeflex Capital L P | 0 | $0 | 0.00% | −7,928−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −3,873−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −2,761−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −496−100.0% | Sold out |
| Atwood & Palmer Inc | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |