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 | $310.6M |
| 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, 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 |
|---|---|---|---|---|---|
| SRS Capital Advisors, Inc. | 2 | $92 | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 12 | $547 | 0.00% | +12 | New |
| Covestor Ltd | 29 | $1.00K | 0.00% | +1+3.6% | Added |
| Capital Performance Advisors LLP | 23 | $1.05K | 0.00% | +23 | New |
| Sterling Capital Management LLC | 25 | $1.14K | 0.00% | +25 | New |
| IFP Advisors, Inc | 117 | $5.33K | 0.00% | +117 | New |
| GAMMA Investing LLC | 160 | $7.29K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 231 | $10.5K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 279 | $13.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 384 | $17.5K | 0.00% | −1,081−73.8% | Reduced |
| Picton Mahoney Asset Management | 470 | $21.0K | 0.00% | +195+70.9% | Added |
| FMR LLC | 529 | $24.1K | 0.00% | +10+1.9% | Added |
| CWM, LLC | 540 | $25.0K | 0.00% | +243+81.8% | Added |
| California State Teachers Retirement System | 571 | $26.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 601 | $27.4K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 683 | $31.1K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 800 | $36.5K | 0.02% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,693 | $77.2K | 0.00% | +111+7.0% | Added |
| SG Americas Securities, LLC | 2,733 | $125.0K | 0.00% | +2,733 | New |
| Hillsdale Investment Management Inc. | 3,014 | $137.4K | 0.01% | +3,014 | New |
| Wells Fargo & Company | 3,556 | $162.1K | 0.00% | +143+4.2% | Added |
| UBS Group AG | 3,716 | $169.4K | 0.00% | +1,304+54.1% | Added |
| US Bancorp | 3,800 | $173.2K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 3,866 | $176.3K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 4,211 | $192.0K | 0.00% | −26−0.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 4,271 | $194.7K | 0.00% | +1,017+31.3% | Added |
| Lazard Asset Management LLC | 4,533 | $206.0K | 0.00% | +2,461+118.8% | Added |
| ERn Financial, LLC | 4,615 | $210.4K | 0.03% | +4,615 | New |
| Creative Planning | 4,748 | $216.5K | 0.00% | +4,748 | New |
| Beese Fulmer Investment Management, Inc. | 4,750 | $216.6K | 0.02% | +4,750 | New |
| MetLife Investment Management | 4,769 | $217.4K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 5,024 | $229.0K | 0.00% | −2,482−33.1% | Reduced |
| Price T Rowe Associates Inc | 5,802 | $265.0K | 0.00% | −9,881−63.0% | Reduced |
| Deutsche Bank AG | 5,977 | $272.5K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 6,020 | $274.5K | 0.04% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 6,547 | $298.5K | 0.03% | +39+0.6% | Added |
| Citigroup Inc | 6,867 | $313.1K | 0.00% | +4,418+180.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 6,924 | $315.7K | 0.00% | +6,924 | New |
| Man Group plc | 7,169 | $326.8K | 0.00% | +1,240+20.9% | Added |
| Bank of America Corp | 7,283 | $332.0K | 0.00% | +450+6.6% | Added |
| Mattern Wealth Management LLC | 8,000 | $364.7K | 0.08% | 00.0% | Unchanged |
| Trexquant Investment LP | 8,256 | $376.4K | 0.00% | +1,233+17.6% | Added |
| Fourthstone LLC | 8,524 | $388.6K | 0.09% | +8,524 | New |
| Russell Investments Group, Ltd. | 8,848 | $403.4K | 0.00% | +5,381+155.2% | Added |
| Kestra Advisory Services, LLC | 9,200 | $419.4K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 9,900 | $451.0K | 0.03% | +2,740+38.3% | Added |
| Two Sigma Advisers, LP | 10,000 | $455.9K | 0.00% | +800+8.7% | Added |
| Ameriprise Financial Inc | 10,942 | $498.8K | 0.00% | −866−7.3% | Reduced |
| Rhumbline Advisers | 11,285 | $514.5K | 0.00% | −118−1.0% | Reduced |
| Riverwater Partners LLC | 12,244 | $524.7K | 0.26% | −651−5.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 12,112 | $552.2K | 0.00% | −770−6.0% | Reduced |
| Martingale Asset Management L P | 12,214 | $556.8K | 0.01% | −2,308−15.9% | Reduced |
| Royal Bank of Canada | 12,964 | $590.0K | 0.00% | −12−0.1% | Reduced |
| HSBC Holdings PLC | 13,750 | $632.9K | 0.00% | +649+5.0% | Added |
| Two Sigma Investments, LP | 14,834 | $676.3K | 0.00% | +5,635+61.3% | Added |
| EAM Investors, LLC | 15,001 | $683.9K | 0.10% | +15,001 | New |
| Millennium Management LLC | 15,985 | $728.8K | 0.00% | +10,243+178.4% | Added |
| Baird Financial Group, Inc. | 21,240 | $968.3K | 0.00% | +12,000+129.9% | Added |
| Charles Schwab Investment Management Inc | 21,524 | $981.3K | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 23,004 | $1.05M | 0.00% | 00.0% | Unchanged |
| Gator Capital Management, LLC | 23,850 | $1.09M | 0.48% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 24,468 | $1.12M | 0.00% | +18,458+307.1% | Added |
| Barclays PLC | 27,909 | $1.27M | 0.00% | +8,497+43.8% | Added |
| Bank of New York Mellon Corp | 31,456 | $1.43M | 0.00% | −6,435−17.0% | Reduced |
| Uncommon Cents Investing LLC | 36,150 | $1.65M | 0.46% | +25+0.1% | Added |
| Segall Bryant & Hamill, LLC | 36,345 | $1.66M | 0.02% | +36,345 | New |
| Morgan Stanley | 39,241 | $1.79M | 0.00% | +15,736+66.9% | Added |
| Empowered Funds, LLC | 42,865 | $1.95M | 0.03% | −1,296−2.9% | Reduced |
| Goldman Sachs Group Inc | 44,556 | $2.03M | 0.00% | +13,776+44.8% | Added |
| John W. Rosenthal Capital Management, Inc. | 45,000 | $2.05M | 2.06% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 56,653 | $2.58M | 0.01% | +4,255+8.1% | Added |
| Vista Investment Management | 57,581 | $2.63M | 0.99% | +355+0.6% | Added |
| Poehling Capital Management, LLC | 58,327 | $2.66M | 0.68% | 00.0% | Unchanged |
| Hotchkis & Wiley Capital Management LLC | 65,879 | $3.00M | 0.01% | −21,630−24.7% | Reduced |
| Federated Hermes, Inc. | 66,583 | $3.04M | 0.01% | +160+0.2% | Added |
| De Lisle Partners LLP | 66,774 | $3.04M | 0.49% | +20,183+43.3% | Added |
| American Century Companies Inc | 78,023 | $3.56M | 0.00% | +11,294+16.9% | Added |
| Franklin Resources Inc | 89,066 | $3.95M | 0.00% | −15,009−14.4% | Reduced |
| Bridgeway Capital Management, LLC | 88,265 | $4.02M | 0.09% | −1,296−1.4% | Reduced |
| Northern Trust Corp | 92,421 | $4.21M | 0.00% | +58+0.1% | Added |
| Alliancebernstein L.P. | 104,814 | $4.78M | 0.00% | −13,287−11.3% | Reduced |
| LSV Asset Management | 105,225 | $4.80M | 0.01% | −3,800−3.5% | Reduced |
| State Street Corp | 136,690 | $6.23M | 0.00% | +2,607+1.9% | Added |
| Pacific Ridge Capital Partners, LLC | 151,869 | $6.92M | 1.64% | −11,180−6.9% | Reduced |
| Cutler Capital Management, LLC | 153,499 | $7.00M | 2.47% | 00.0% | Unchanged |
| M3F, Inc. | 154,301 | $7.04M | 2.17% | −63,781−29.2% | Reduced |
| Renaissance Technologies LLC | 161,765 | $7.37M | 0.01% | +8,000+5.2% | Added |
| Geode Capital Management, LLC | 173,404 | $7.91M | 0.00% | +2,200+1.3% | Added |
| Manufacturers Life Insurance Company, The | 267,405 | $12.2M | 0.01% | −7,531−2.7% | Reduced |
| First Business Financial Services, Inc. | 365,912 | $16.7M | 1.67% | +12,194+3.4% | Added |
| Banc Funds Co LLC | 401,626 | $18.3M | 1.99% | −37,904−8.6% | Reduced |
| Vanguard Group Inc | 409,758 | $18.7M | 0.00% | +25,421+6.6% | Added |
| Dimensional Fund Advisors LP | 537,672 | $24.5M | 0.01% | −1360.0% | Reduced |
| BlackRock, Inc. | 724,448 | $33.0M | 0.00% | +724,448 | New |
| 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 |