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, Q3 2024
Institutional positions in First Business Financial Services, Inc. as of Sep 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
- 94
- +7 vs. Q2 2024
- Shares held
- 5.30M
- +770.7K (+17.0%) vs. Q2 2024
- Total value
- $241.3M
- +$73.9M (+44.2%) vs. Q2 2024
- New holders
- 14
- 37 more added
- Sold out
- 7
- 22 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding First Business Financial Services, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 724,448 | $33.0M | 0.00% | +724,448 | New |
| Dimensional Fund Advisors LP | 537,672 | $24.5M | 0.01% | −1360.0% | Reduced |
| Vanguard Group Inc | 409,758 | $18.7M | 0.00% | +25,421+6.6% | Added |
| Banc Funds Co LLC | 401,626 | $18.3M | 1.99% | −37,904−8.6% | Reduced |
| First Business Financial Services, Inc. | 365,912 | $16.7M | 1.67% | +12,194+3.4% | Added |
| Manufacturers Life Insurance Company, The | 267,405 | $12.2M | 0.01% | −7,531−2.7% | Reduced |
| Geode Capital Management, LLC | 173,404 | $7.91M | 0.00% | +2,200+1.3% | Added |
| Renaissance Technologies LLC | 161,765 | $7.37M | 0.01% | +8,000+5.2% | Added |
| M3F, Inc. | 154,301 | $7.04M | 2.17% | −63,781−29.2% | Reduced |
| Cutler Capital Management, LLC | 153,499 | $7.00M | 2.47% | 00.0% | Unchanged |
| Pacific Ridge Capital Partners, LLC | 151,869 | $6.92M | 1.64% | −11,180−6.9% | Reduced |
| State Street Corp | 136,690 | $6.23M | 0.00% | +2,607+1.9% | Added |
| LSV Asset Management | 105,225 | $4.80M | 0.01% | −3,800−3.5% | Reduced |
| Alliancebernstein L.P. | 104,814 | $4.78M | 0.00% | −13,287−11.3% | Reduced |
| Northern Trust Corp | 92,421 | $4.21M | 0.00% | +58+0.1% | Added |
| Bridgeway Capital Management, LLC | 88,265 | $4.02M | 0.09% | −1,296−1.4% | Reduced |
| Franklin Resources Inc | 89,066 | $3.95M | 0.00% | −15,009−14.4% | Reduced |
| American Century Companies Inc | 78,023 | $3.56M | 0.00% | +11,294+16.9% | Added |
| De Lisle Partners LLP | 66,774 | $3.04M | 0.49% | +20,183+43.3% | Added |
| Federated Hermes, Inc. | 66,583 | $3.04M | 0.01% | +160+0.2% | Added |
| Hotchkis & Wiley Capital Management LLC | 65,879 | $3.00M | 0.01% | −21,630−24.7% | Reduced |
| Poehling Capital Management, LLC | 58,327 | $2.66M | 0.68% | 00.0% | Unchanged |
| Vista Investment Management | 57,581 | $2.63M | 0.99% | +355+0.6% | Added |
| Acadian Asset Management LLC | 56,653 | $2.58M | 0.01% | +4,255+8.1% | Added |
| John W. Rosenthal Capital Management, Inc. | 45,000 | $2.05M | 2.06% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 44,556 | $2.03M | 0.00% | +13,776+44.8% | Added |
| Empowered Funds, LLC | 42,865 | $1.95M | 0.03% | −1,296−2.9% | Reduced |
| Morgan Stanley | 39,241 | $1.79M | 0.00% | +15,736+66.9% | Added |
| Segall Bryant & Hamill, LLC | 36,345 | $1.66M | 0.02% | +36,345 | New |
| Uncommon Cents Investing LLC | 36,150 | $1.65M | 0.46% | +25+0.1% | Added |
| Bank of New York Mellon Corp | 31,456 | $1.43M | 0.00% | −6,435−17.0% | Reduced |
| Barclays PLC | 27,909 | $1.27M | 0.00% | +8,497+43.8% | Added |
| JPMorgan Chase & Co | 24,468 | $1.12M | 0.00% | +18,458+307.1% | Added |
| Gator Capital Management, LLC | 23,850 | $1.09M | 0.48% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 23,004 | $1.05M | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 21,524 | $981.3K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 21,240 | $968.3K | 0.00% | +12,000+129.9% | Added |
| Millennium Management LLC | 15,985 | $728.8K | 0.00% | +10,243+178.4% | Added |
| EAM Investors, LLC | 15,001 | $683.9K | 0.10% | +15,001 | New |
| Two Sigma Investments, LP | 14,834 | $676.3K | 0.00% | +5,635+61.3% | Added |
| HSBC Holdings PLC | 13,750 | $632.9K | 0.00% | +649+5.0% | Added |
| Royal Bank of Canada | 12,964 | $590.0K | 0.00% | −12−0.1% | Reduced |
| Martingale Asset Management L P | 12,214 | $556.8K | 0.01% | −2,308−15.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 12,112 | $552.2K | 0.00% | −770−6.0% | Reduced |
| Riverwater Partners LLC | 12,244 | $524.7K | 0.26% | −651−5.0% | Reduced |
| Rhumbline Advisers | 11,285 | $514.5K | 0.00% | −118−1.0% | Reduced |
| Ameriprise Financial Inc | 10,942 | $498.8K | 0.00% | −866−7.3% | Reduced |
| Two Sigma Advisers, LP | 10,000 | $455.9K | 0.00% | +800+8.7% | Added |
| Gsa Capital Partners LLP | 9,900 | $451.0K | 0.03% | +2,740+38.3% | Added |
| Kestra Advisory Services, LLC | 9,200 | $419.4K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 8,848 | $403.4K | 0.00% | +5,381+155.2% | Added |
| Fourthstone LLC | 8,524 | $388.6K | 0.09% | +8,524 | New |
| Trexquant Investment LP | 8,256 | $376.4K | 0.00% | +1,233+17.6% | Added |
| Mattern Wealth Management LLC | 8,000 | $364.7K | 0.08% | 00.0% | Unchanged |
| Bank of America Corp | 7,283 | $332.0K | 0.00% | +450+6.6% | Added |
| Man Group plc | 7,169 | $326.8K | 0.00% | +1,240+20.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 6,924 | $315.7K | 0.00% | +6,924 | New |
| Citigroup Inc | 6,867 | $313.1K | 0.00% | +4,418+180.4% | Added |
| Northern Oak Wealth Management Inc | 6,547 | $298.5K | 0.03% | +39+0.6% | Added |
| Thompson Investment Management, Inc. | 6,020 | $274.5K | 0.04% | 00.0% | Unchanged |
| Deutsche Bank AG | 5,977 | $272.5K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 5,802 | $265.0K | 0.00% | −9,881−63.0% | Reduced |
| Jane Street Group, LLC | 5,024 | $229.0K | 0.00% | −2,482−33.1% | Reduced |
| MetLife Investment Management | 4,769 | $217.4K | 0.00% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 4,750 | $216.6K | 0.02% | +4,750 | New |
| Creative Planning | 4,748 | $216.5K | 0.00% | +4,748 | New |
| ERn Financial, LLC | 4,615 | $210.4K | 0.03% | +4,615 | New |
| Lazard Asset Management LLC | 4,533 | $206.0K | 0.00% | +2,461+118.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 4,271 | $194.7K | 0.00% | +1,017+31.3% | Added |
| Corebridge Financial, Inc. | 4,211 | $192.0K | 0.00% | −26−0.6% | Reduced |
| New York State Common Retirement Fund | 3,866 | $176.3K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,800 | $173.2K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 3,716 | $169.4K | 0.00% | +1,304+54.1% | Added |
| Wells Fargo & Company | 3,556 | $162.1K | 0.00% | +143+4.2% | Added |
| Hillsdale Investment Management Inc. | 3,014 | $137.4K | 0.01% | +3,014 | New |
| SG Americas Securities, LLC | 2,733 | $125.0K | 0.00% | +2,733 | New |
| BNP Paribas Arbitrage, SA | 1,693 | $77.2K | 0.00% | +111+7.0% | Added |
| Mendota Financial Group, LLC | 800 | $36.5K | 0.02% | 00.0% | Unchanged |
| Legal & General Group Plc | 683 | $31.1K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 601 | $27.4K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 571 | $26.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 540 | $25.0K | 0.00% | +243+81.8% | Added |
| FMR LLC | 529 | $24.1K | 0.00% | +10+1.9% | Added |
| Picton Mahoney Asset Management | 470 | $21.0K | 0.00% | +195+70.9% | Added |
| Tower Research Capital LLC (TRC) | 384 | $17.5K | 0.00% | −1,081−73.8% | Reduced |
| Amalgamated Bank | 279 | $13.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 231 | $10.5K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 160 | $7.29K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 117 | $5.33K | 0.00% | +117 | New |
| Sterling Capital Management LLC | 25 | $1.14K | 0.00% | +25 | New |
| Capital Performance Advisors LLP | 23 | $1.05K | 0.00% | +23 | New |
| Covestor Ltd | 29 | $1.00K | 0.00% | +1+3.6% | Added |
| Allspring Global Investments Holdings, LLC | 12 | $547 | 0.00% | +12 | New |
| SRS Capital Advisors, Inc. | 2 | $92 | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 0 | $0 | 0.00% | −18,079−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −8,936−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −5,519−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −5−100.0% | Sold out |