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, Q4 2024
Institutional positions in First Business Financial Services, Inc. as of Dec 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
- 104
- +10 vs. Q3 2024
- Shares held
- 5.55M
- +254.1K (+4.8%) vs. Q3 2024
- Total value
- $257.0M
- +$15.6M (+6.5%) vs. Q3 2024
- New holders
- 18
- 49 more added
- Sold out
- 8
- 19 more reduced
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding First Business Financial Services, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 869,086 | $40.2M | 0.00% | +144,638+20.0% | Added |
| Dimensional Fund Advisors LP | 538,798 | $24.9M | 0.01% | +1,126+0.2% | Added |
| Vanguard Group Inc | 400,026 | $18.5M | 0.00% | −9,732−2.4% | Reduced |
| First Business Financial Services, Inc. | 376,088 | $17.4M | 1.72% | +10,176+2.8% | Added |
| Banc Funds Co LLC | 333,443 | $15.4M | 1.70% | −68,183−17.0% | Reduced |
| Manufacturers Life Insurance Company, The | 263,702 | $12.2M | 0.01% | −3,703−1.4% | Reduced |
| Geode Capital Management, LLC | 171,570 | $7.94M | 0.00% | −1,834−1.1% | Reduced |
| Pacific Ridge Capital Partners, LLC | 157,761 | $7.30M | 1.68% | +5,892+3.9% | Added |
| Cutler Capital Management, LLC | 153,199 | $7.09M | 2.47% | −300−0.2% | Reduced |
| Renaissance Technologies LLC | 147,865 | $6.84M | 0.01% | −13,900−8.6% | Reduced |
| State Street Corp | 142,616 | $6.60M | 0.00% | +5,926+4.3% | Added |
| American Century Companies Inc | 111,980 | $5.18M | 0.00% | +33,957+43.5% | Added |
| Alliancebernstein L.P. | 98,314 | $4.55M | 0.00% | −6,500−6.2% | Reduced |
| M3F, Inc. | 97,152 | $4.50M | 1.30% | −57,149−37.0% | Reduced |
| LSV Asset Management | 94,225 | $4.36M | 0.01% | −11,000−10.5% | Reduced |
| Bridgeway Capital Management, LLC | 90,421 | $4.19M | 0.09% | +2,156+2.4% | Added |
| Northern Trust Corp | 89,921 | $4.16M | 0.00% | −2,500−2.7% | Reduced |
| Invesco Ltd. | 84,622 | $3.92M | 0.00% | +84,622 | New |
| De Lisle Partners LLP | 70,866 | $3.27M | 0.48% | +4,092+6.1% | Added |
| Federated Hermes, Inc. | 69,878 | $3.23M | 0.01% | +3,295+4.9% | Added |
| Hotchkis & Wiley Capital Management LLC | 63,319 | $2.93M | 0.01% | −2,560−3.9% | Reduced |
| Acadian Asset Management LLC | 60,642 | $2.81M | 0.01% | +3,989+7.0% | Added |
| Poehling Capital Management, LLC | 58,327 | $2.70M | 0.66% | 00.0% | Unchanged |
| Franklin Resources Inc | 57,829 | $2.68M | 0.00% | −31,237−35.1% | Reduced |
| Vista Investment Management | 55,362 | $2.56M | 0.97% | −2,219−3.9% | Reduced |
| Goldman Sachs Group Inc | 54,642 | $2.53M | 0.00% | +10,086+22.6% | Added |
| Hillsdale Investment Management Inc. | 52,642 | $2.44M | 0.12% | +49,628+1,646.6% | Added |
| JPMorgan Chase & Co | 50,018 | $2.32M | 0.00% | +25,550+104.4% | Added |
| Empowered Funds, LLC | 45,021 | $2.08M | 0.03% | +2,156+5.0% | Added |
| John W. Rosenthal Capital Management, Inc. | 45,000 | $2.08M | 1.93% | 00.0% | Unchanged |
| Morgan Stanley | 42,725 | $1.98M | 0.00% | +3,484+8.9% | Added |
| Uncommon Cents Investing LLC | 36,220 | $1.68M | 0.50% | +70+0.2% | Added |
| Bank of New York Mellon Corp | 33,109 | $1.53M | 0.00% | +1,653+5.3% | Added |
| Fourthstone LLC | 30,239 | $1.40M | 0.27% | +21,715+254.8% | Added |
| Barclays PLC | 29,981 | $1.39M | 0.00% | +2,072+7.4% | Added |
| Ameriprise Financial Inc | 26,990 | $1.25M | 0.00% | +16,048+146.7% | Added |
| Gator Capital Management, LLC | 23,650 | $1.09M | 0.41% | −200−0.8% | Reduced |
| Nuveen Asset Management, LLC | 23,004 | $1.06M | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 21,524 | $996.3K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 21,240 | $983.2K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 19,076 | $883.0K | 0.00% | +4,242+28.6% | Added |
| US Bancorp | 17,925 | $829.7K | 0.00% | +14,125+371.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 16,398 | $759.1K | 0.00% | +9,474+136.8% | Added |
| Two Sigma Advisers, LP | 14,400 | $666.6K | 0.00% | +4,400+44.0% | Added |
| HSBC Holdings PLC | 14,043 | $655.4K | 0.00% | +293+2.1% | Added |
| Royal Bank of Canada | 13,246 | $613.0K | 0.00% | +282+2.2% | Added |
| Millennium Management LLC | 13,025 | $602.9K | 0.00% | −2,960−18.5% | Reduced |
| Martingale Asset Management L P | 12,854 | $595.0K | 0.01% | +640+5.2% | Added |
| Man Group plc | 12,517 | $579.4K | 0.00% | +5,348+74.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 12,179 | $563.8K | 0.00% | +67+0.6% | Added |
| Gsa Capital Partners LLP | 11,730 | $543.0K | 0.04% | +1,830+18.5% | Added |
| Bank of America Corp | 11,504 | $532.5K | 0.00% | +4,221+58.0% | Added |
| Rhumbline Advisers | 11,336 | $524.7K | 0.00% | +51+0.5% | Added |
| Jacobs Levy Equity Management, Inc | 9,954 | $460.8K | 0.00% | +9,954 | New |
| Kestra Advisory Services, LLC | 9,200 | $425.9K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 9,160 | $424.0K | 0.00% | +3,183+53.3% | Added |
| Riverwater Partners LLC | 9,084 | $420.5K | 0.20% | −3,160−25.8% | Reduced |
| Qube Research & Technologies Ltd | 8,753 | $405.2K | 0.00% | +8,753 | New |
| Mattern Wealth Management LLC | 8,000 | $370.3K | 0.08% | 00.0% | Unchanged |
| Citigroup Inc | 7,395 | $342.3K | 0.00% | +528+7.7% | Added |
| Creative Planning | 6,953 | $321.9K | 0.00% | +2,205+46.4% | Added |
| Lazard Asset Management LLC | 6,785 | $314.0K | 0.00% | +2,252+49.7% | Added |
| Russell Investments Group, Ltd. | 6,701 | $310.2K | 0.00% | −2,147−24.3% | Reduced |
| Northern Oak Wealth Management Inc | 6,581 | $304.6K | 0.04% | +34+0.5% | Added |
| Thompson Investment Management, Inc. | 6,020 | $278.7K | 0.04% | 00.0% | Unchanged |
| PDT Partners, LLC | 5,773 | $267.2K | 0.02% | +5,773 | New |
| Citadel Advisors LLC | 5,362 | $248.2K | 0.00% | +5,362 | New |
| First Trust Advisors LP | 5,014 | $232.1K | 0.00% | +5,014 | New |
| MetLife Investment Management | 4,769 | $220.8K | 0.00% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 4,750 | $219.9K | 0.02% | 00.0% | Unchanged |
| AQR Capital Management LLC | 4,711 | $218.1K | 0.00% | +4,711 | New |
| Susquehanna International Group, LLP | 4,682 | $216.7K | 0.00% | +4,682 | New |
| ERn Financial, LLC | 4,615 | $213.6K | 0.03% | 00.0% | Unchanged |
| Wells Fargo & Company | 4,577 | $211.9K | 0.00% | +1,021+28.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 4,477 | $207.2K | 0.00% | +206+4.8% | Added |
| UBS Group AG | 4,195 | $194.2K | 0.00% | +479+12.9% | Added |
| Fedenia Advisers LLC | 4,100 | $189.8K | 0.11% | +4,100 | New |
| Corebridge Financial, Inc. | 3,915 | $181.2K | 0.00% | −296−7.0% | Reduced |
| New York State Common Retirement Fund | 3,866 | $179.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 3,412 | $158.0K | 0.00% | +679+24.8% | Added |
| BNP Paribas Arbitrage, SA | 2,183 | $101.1K | 0.00% | +490+28.9% | Added |
| Virtus Investment Advisers, Inc. | 2,050 | $94.9K | 0.07% | +2,050 | New |
| Police & Firemen's Retirement System of New Jersey | 1,878 | $86.9K | 0.00% | +1,878 | New |
| Public Employees Retirement System of Ohio | 1,760 | $81.5K | 0.00% | +1,760 | New |
| R Squared Ltd | 1,060 | $49.1K | 0.05% | +1,060 | New |
| Mendota Financial Group, LLC | 800 | $37.0K | 0.02% | 00.0% | Unchanged |
| Legal & General Group Plc | 683 | $31.6K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 633 | $29.0K | 0.00% | +163+34.7% | Added |
| FMR LLC | 610 | $28.2K | 0.00% | +81+15.3% | Added |
| CWM, LLC | 614 | $28.0K | 0.00% | +74+13.7% | Added |
| Ameritas Investment Partners, Inc. | 601 | $27.8K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 571 | $26.4K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 279 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 241 | $11.2K | 0.00% | +216+864.0% | Added |
| Harbour Investments, Inc. | 231 | $10.7K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 223 | $10.3K | 0.00% | +223 | New |
| GAMMA Investing LLC | 164 | $7.59K | 0.00% | +4+2.5% | Added |
| Tower Research Capital LLC (TRC) | 155 | $7.17K | 0.00% | −229−59.6% | Reduced |
| IFP Advisors, Inc | 118 | $5.46K | 0.00% | +1+0.9% | Added |
| Advisor Group Holdings, Inc. | 74 | $3.42K | 0.00% | +74 | New |