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 | $310.6M |
| 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, 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 |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 1 | $0 | 0.00% | +1 | New |
| EverSource Wealth Advisors, LLC | 2 | $93 | 0.00% | +2 | New |
| Signaturefd, LLC | 9 | $417 | 0.00% | +9 | New |
| Covestor Ltd | 60 | $3.00K | 0.00% | +31+106.9% | Added |
| Advisor Group Holdings, Inc. | 74 | $3.42K | 0.00% | +74 | New |
| IFP Advisors, Inc | 118 | $5.46K | 0.00% | +1+0.9% | Added |
| Tower Research Capital LLC (TRC) | 155 | $7.17K | 0.00% | −229−59.6% | Reduced |
| GAMMA Investing LLC | 164 | $7.59K | 0.00% | +4+2.5% | Added |
| Versant Capital Management, Inc | 223 | $10.3K | 0.00% | +223 | New |
| Harbour Investments, Inc. | 231 | $10.7K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 241 | $11.2K | 0.00% | +216+864.0% | Added |
| Amalgamated Bank | 279 | $13.0K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 571 | $26.4K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 601 | $27.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 614 | $28.0K | 0.00% | +74+13.7% | Added |
| FMR LLC | 610 | $28.2K | 0.00% | +81+15.3% | Added |
| Picton Mahoney Asset Management | 633 | $29.0K | 0.00% | +163+34.7% | Added |
| Legal & General Group Plc | 683 | $31.6K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 800 | $37.0K | 0.02% | 00.0% | Unchanged |
| R Squared Ltd | 1,060 | $49.1K | 0.05% | +1,060 | New |
| Public Employees Retirement System of Ohio | 1,760 | $81.5K | 0.00% | +1,760 | New |
| Police & Firemen's Retirement System of New Jersey | 1,878 | $86.9K | 0.00% | +1,878 | New |
| Virtus Investment Advisers, Inc. | 2,050 | $94.9K | 0.07% | +2,050 | New |
| BNP Paribas Arbitrage, SA | 2,183 | $101.1K | 0.00% | +490+28.9% | Added |
| SG Americas Securities, LLC | 3,412 | $158.0K | 0.00% | +679+24.8% | Added |
| New York State Common Retirement Fund | 3,866 | $179.0K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 3,915 | $181.2K | 0.00% | −296−7.0% | Reduced |
| Fedenia Advisers LLC | 4,100 | $189.8K | 0.11% | +4,100 | New |
| UBS Group AG | 4,195 | $194.2K | 0.00% | +479+12.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 4,477 | $207.2K | 0.00% | +206+4.8% | Added |
| Wells Fargo & Company | 4,577 | $211.9K | 0.00% | +1,021+28.7% | Added |
| ERn Financial, LLC | 4,615 | $213.6K | 0.03% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 4,682 | $216.7K | 0.00% | +4,682 | New |
| AQR Capital Management LLC | 4,711 | $218.1K | 0.00% | +4,711 | New |
| Beese Fulmer Investment Management, Inc. | 4,750 | $219.9K | 0.02% | 00.0% | Unchanged |
| MetLife Investment Management | 4,769 | $220.8K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 5,014 | $232.1K | 0.00% | +5,014 | New |
| Citadel Advisors LLC | 5,362 | $248.2K | 0.00% | +5,362 | New |
| PDT Partners, LLC | 5,773 | $267.2K | 0.02% | +5,773 | New |
| Thompson Investment Management, Inc. | 6,020 | $278.7K | 0.04% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 6,581 | $304.6K | 0.04% | +34+0.5% | Added |
| Russell Investments Group, Ltd. | 6,701 | $310.2K | 0.00% | −2,147−24.3% | Reduced |
| Lazard Asset Management LLC | 6,785 | $314.0K | 0.00% | +2,252+49.7% | Added |
| Creative Planning | 6,953 | $321.9K | 0.00% | +2,205+46.4% | Added |
| Citigroup Inc | 7,395 | $342.3K | 0.00% | +528+7.7% | Added |
| Mattern Wealth Management LLC | 8,000 | $370.3K | 0.08% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 8,753 | $405.2K | 0.00% | +8,753 | New |
| Riverwater Partners LLC | 9,084 | $420.5K | 0.20% | −3,160−25.8% | Reduced |
| Deutsche Bank AG | 9,160 | $424.0K | 0.00% | +3,183+53.3% | Added |
| Kestra Advisory Services, LLC | 9,200 | $425.9K | 0.00% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 9,954 | $460.8K | 0.00% | +9,954 | New |
| Rhumbline Advisers | 11,336 | $524.7K | 0.00% | +51+0.5% | Added |
| Bank of America Corp | 11,504 | $532.5K | 0.00% | +4,221+58.0% | Added |
| Gsa Capital Partners LLP | 11,730 | $543.0K | 0.04% | +1,830+18.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 12,179 | $563.8K | 0.00% | +67+0.6% | Added |
| Man Group plc | 12,517 | $579.4K | 0.00% | +5,348+74.6% | Added |
| Martingale Asset Management L P | 12,854 | $595.0K | 0.01% | +640+5.2% | Added |
| Millennium Management LLC | 13,025 | $602.9K | 0.00% | −2,960−18.5% | Reduced |
| Royal Bank of Canada | 13,246 | $613.0K | 0.00% | +282+2.2% | Added |
| HSBC Holdings PLC | 14,043 | $655.4K | 0.00% | +293+2.1% | Added |
| Two Sigma Advisers, LP | 14,400 | $666.6K | 0.00% | +4,400+44.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 16,398 | $759.1K | 0.00% | +9,474+136.8% | Added |
| US Bancorp | 17,925 | $829.7K | 0.00% | +14,125+371.7% | Added |
| Two Sigma Investments, LP | 19,076 | $883.0K | 0.00% | +4,242+28.6% | Added |
| Baird Financial Group, Inc. | 21,240 | $983.2K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 21,524 | $996.3K | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 23,004 | $1.06M | 0.00% | 00.0% | Unchanged |
| Gator Capital Management, LLC | 23,650 | $1.09M | 0.41% | −200−0.8% | Reduced |
| Ameriprise Financial Inc | 26,990 | $1.25M | 0.00% | +16,048+146.7% | Added |
| Barclays PLC | 29,981 | $1.39M | 0.00% | +2,072+7.4% | Added |
| Fourthstone LLC | 30,239 | $1.40M | 0.27% | +21,715+254.8% | Added |
| Bank of New York Mellon Corp | 33,109 | $1.53M | 0.00% | +1,653+5.3% | Added |
| Uncommon Cents Investing LLC | 36,220 | $1.68M | 0.50% | +70+0.2% | Added |
| Morgan Stanley | 42,725 | $1.98M | 0.00% | +3,484+8.9% | Added |
| John W. Rosenthal Capital Management, Inc. | 45,000 | $2.08M | 1.93% | 00.0% | Unchanged |
| Empowered Funds, LLC | 45,021 | $2.08M | 0.03% | +2,156+5.0% | Added |
| JPMorgan Chase & Co | 50,018 | $2.32M | 0.00% | +25,550+104.4% | Added |
| Hillsdale Investment Management Inc. | 52,642 | $2.44M | 0.12% | +49,628+1,646.6% | Added |
| Goldman Sachs Group Inc | 54,642 | $2.53M | 0.00% | +10,086+22.6% | Added |
| Vista Investment Management | 55,362 | $2.56M | 0.97% | −2,219−3.9% | Reduced |
| Franklin Resources Inc | 57,829 | $2.68M | 0.00% | −31,237−35.1% | Reduced |
| Poehling Capital Management, LLC | 58,327 | $2.70M | 0.66% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 60,642 | $2.81M | 0.01% | +3,989+7.0% | Added |
| Hotchkis & Wiley Capital Management LLC | 63,319 | $2.93M | 0.01% | −2,560−3.9% | Reduced |
| Federated Hermes, Inc. | 69,878 | $3.23M | 0.01% | +3,295+4.9% | Added |
| De Lisle Partners LLP | 70,866 | $3.27M | 0.48% | +4,092+6.1% | Added |
| Invesco Ltd. | 84,622 | $3.92M | 0.00% | +84,622 | New |
| Northern Trust Corp | 89,921 | $4.16M | 0.00% | −2,500−2.7% | Reduced |
| Bridgeway Capital Management, LLC | 90,421 | $4.19M | 0.09% | +2,156+2.4% | Added |
| LSV Asset Management | 94,225 | $4.36M | 0.01% | −11,000−10.5% | Reduced |
| M3F, Inc. | 97,152 | $4.50M | 1.30% | −57,149−37.0% | Reduced |
| Alliancebernstein L.P. | 98,314 | $4.55M | 0.00% | −6,500−6.2% | Reduced |
| American Century Companies Inc | 111,980 | $5.18M | 0.00% | +33,957+43.5% | Added |
| State Street Corp | 142,616 | $6.60M | 0.00% | +5,926+4.3% | Added |
| Renaissance Technologies LLC | 147,865 | $6.84M | 0.01% | −13,900−8.6% | Reduced |
| Cutler Capital Management, LLC | 153,199 | $7.09M | 2.47% | −300−0.2% | Reduced |
| Pacific Ridge Capital Partners, LLC | 157,761 | $7.30M | 1.68% | +5,892+3.9% | Added |
| Geode Capital Management, LLC | 171,570 | $7.94M | 0.00% | −1,834−1.1% | Reduced |
| Manufacturers Life Insurance Company, The | 263,702 | $12.2M | 0.01% | −3,703−1.4% | Reduced |
| Banc Funds Co LLC | 333,443 | $15.4M | 1.70% | −68,183−17.0% | Reduced |