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
- +9.77K (+0.2%) vs. Q1 2024
- Total value
- $192.6M
- −$2.31M (−1.2%) vs. Q1 2024
- New holders
- 10
- 34 more added
- Sold out
- 6
- 24 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 | $310.6M |
| 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, 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 |
|---|---|---|---|---|---|
| Innealta Capital, LLC | 1 | $37 | 0.00% | +1 | New |
| SRS Capital Advisors, Inc. | 2 | $74 | 0.00% | +2 | New |
| Qube Research & Technologies Ltd | 5 | $185 | 0.00% | −149−96.8% | Reduced |
| Covestor Ltd | 28 | $1.00K | 0.00% | +11+64.7% | Added |
| Assetmark, Inc | 35 | $1.29K | 0.00% | +35 | New |
| Advisor Group Holdings, Inc. | 67 | $2.48K | 0.00% | +67 | New |
| GAMMA Investing LLC | 160 | $5.92K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 231 | $8.54K | 0.00% | +17+7.9% | Added |
| Amalgamated Bank | 279 | $10.0K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 275 | $10.0K | 0.00% | +275 | New |
| CWM, LLC | 297 | $11.0K | 0.00% | +284+2,184.6% | Added |
| FMR LLC | 519 | $19.2K | 0.00% | −43−7.7% | Reduced |
| California State Teachers Retirement System | 571 | $21.1K | 0.00% | −219−27.7% | Reduced |
| Ameritas Investment Partners, Inc. | 601 | $22.2K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 683 | $25.3K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 800 | $29.6K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,465 | $54.2K | 0.00% | +1,384+1,708.6% | Added |
| BNP Paribas Arbitrage, SA | 1,582 | $58.5K | 0.00% | −2,348−59.7% | Reduced |
| Lazard Asset Management LLC | 2,072 | $76.0K | 0.00% | +468+29.2% | Added |
| UBS Group AG | 2,412 | $89.2K | 0.00% | −5,381−69.0% | Reduced |
| Citigroup Inc | 2,449 | $90.6K | 0.00% | +564+29.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 3,254 | $120.4K | 0.00% | +3,254 | New |
| Wells Fargo & Company | 3,413 | $126.3K | 0.00% | +640+23.1% | Added |
| Russell Investments Group, Ltd. | 3,467 | $128.2K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,800 | $140.6K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 3,866 | $143.0K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 4,237 | $156.7K | 0.00% | +4,237 | New |
| MetLife Investment Management | 4,769 | $176.4K | 0.00% | +496+11.6% | Added |
| Squarepoint Ops LLC | 5,519 | $204.1K | 0.00% | +5,519 | New |
| Millennium Management LLC | 5,742 | $212.4K | 0.00% | −8,374−59.3% | Reduced |
| Man Group plc | 5,929 | $219.3K | 0.00% | −6−0.1% | Reduced |
| Deutsche Bank AG | 5,977 | $221.1K | 0.00% | +3,592+150.6% | Added |
| JPMorgan Chase & Co | 6,010 | $222.3K | 0.00% | −9,940−62.3% | Reduced |
| Thompson Investment Management, Inc. | 6,020 | $222.7K | 0.03% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 6,508 | $240.7K | 0.03% | +47+0.7% | Added |
| Bank of America Corp | 6,833 | $252.8K | 0.00% | +1,314+23.8% | Added |
| Trexquant Investment LP | 7,023 | $259.8K | 0.00% | +7,023 | New |
| Gsa Capital Partners LLP | 7,160 | $265.0K | 0.02% | −2,524−26.1% | Reduced |
| Jane Street Group, LLC | 7,506 | $277.6K | 0.00% | +7,506 | New |
| Mattern Wealth Management LLC | 8,000 | $295.9K | 0.07% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 8,936 | $329.6K | 0.01% | +2,262+33.9% | Added |
| Two Sigma Investments, LP | 9,199 | $340.3K | 0.00% | +1,700+22.7% | Added |
| 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 |
| Baird Financial Group, Inc. | 9,240 | $341.8K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 11,403 | $421.8K | 0.00% | +33+0.3% | Added |
| Ameriprise Financial Inc | 11,808 | $436.8K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 13,101 | $471.6K | 0.00% | −734−5.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 12,882 | $476.5K | 0.00% | +58+0.5% | Added |
| Riverwater Partners LLC | 12,895 | $477.0K | 0.35% | −1,380−9.7% | Reduced |
| Royal Bank of Canada | 12,976 | $480.0K | 0.00% | +564+4.5% | Added |
| Martingale Asset Management L P | 14,522 | $537.2K | 0.01% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 15,683 | $581.0K | 0.00% | −3,263−17.2% | Reduced |
| Invesco Ltd. | 18,079 | $668.7K | 0.00% | +1,172+6.9% | Added |
| Barclays PLC | 19,412 | $718.0K | 0.00% | −2,780−12.5% | Reduced |
| Charles Schwab Investment Management Inc | 21,524 | $796.2K | 0.00% | +825+4.0% | Added |
| Nuveen Asset Management, LLC | 23,004 | $850.9K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 23,505 | $869.5K | 0.00% | −2,583−9.9% | Reduced |
| Gator Capital Management, LLC | 23,850 | $882.2K | 0.45% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 30,780 | $1.14M | 0.00% | −738−2.3% | Reduced |
| Uncommon Cents Investing LLC | 36,125 | $1.34M | 0.42% | −255−0.7% | Reduced |
| Bank of New York Mellon Corp | 37,891 | $1.40M | 0.00% | +1,998+5.6% | Added |
| Empowered Funds, LLC | 44,161 | $1.63M | 0.03% | +3,060+7.4% | Added |
| John W. Rosenthal Capital Management, Inc. | 45,000 | $1.66M | 2.36% | 00.0% | Unchanged |
| De Lisle Partners LLP | 46,591 | $1.71M | 0.37% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 52,398 | $1.94M | 0.01% | 00.0% | Unchanged |
| Vista Investment Management | 57,226 | $2.12M | 0.86% | +1,092+1.9% | Added |
| Poehling Capital Management, LLC | 58,327 | $2.16M | 0.59% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 66,423 | $2.46M | 0.01% | −296−0.4% | Reduced |
| American Century Companies Inc | 66,729 | $2.47M | 0.00% | +270.0% | Added |
| Hotchkis & Wiley Capital Management LLC | 87,509 | $3.24M | 0.01% | +5,940+7.3% | Added |
| Bridgeway Capital Management, LLC | 89,561 | $3.31M | 0.08% | +3,060+3.5% | Added |
| Northern Trust Corp | 92,363 | $3.42M | 0.00% | −2,376−2.5% | Reduced |
| Franklin Resources Inc | 104,075 | $3.85M | 0.00% | −30,453−22.6% | Reduced |
| LSV Asset Management | 109,025 | $4.03M | 0.01% | −200−0.2% | Reduced |
| Alliancebernstein L.P. | 118,101 | $4.37M | 0.00% | +739+0.6% | Added |
| State Street Corp | 134,083 | $4.96M | 0.00% | +8,636+6.9% | Added |
| Cutler Capital Management, LLC | 153,499 | $5.68M | 2.22% | +636+0.4% | Added |
| Renaissance Technologies LLC | 153,765 | $5.69M | 0.01% | +300+0.2% | Added |
| Pacific Ridge Capital Partners, LLC | 163,049 | $6.03M | 1.45% | −6,854−4.0% | Reduced |
| Geode Capital Management, LLC | 171,204 | $6.33M | 0.00% | +7,737+4.7% | Added |
| M3F, Inc. | 218,082 | $8.07M | 2.99% | −2,592−1.2% | Reduced |
| Manufacturers Life Insurance Company, The | 274,936 | $10.2M | 0.01% | −2,074−0.7% | Reduced |
| First Business Financial Services, Inc. | 353,718 | $13.1M | 1.39% | +3,528+1.0% | Added |
| Vanguard Group Inc | 384,337 | $14.2M | 0.00% | +23,267+6.4% | Added |
| Banc Funds Co LLC | 439,530 | $16.3M | 1.93% | −18,195−4.0% | Reduced |
| Dimensional Fund Advisors LP | 537,808 | $19.9M | 0.01% | +7,871+1.5% | Added |
| BlackRock Inc. | 680,513 | $25.2M | 0.00% | +15,944+2.4% | Added |
| 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 |