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, Q1 2025
Institutional positions in First Business Financial Services, Inc. as of Mar 31, 2025. 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
- 116
- +13 vs. Q4 2024
- Shares held
- 5.60M
- +71.3K (+1.3%) vs. Q4 2024
- Total value
- $264.0M
- +$8.12M (+3.2%) vs. Q4 2024
- New holders
- 21
- 39 more added
- Sold out
- 8
- 41 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding First Business Financial Services, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,005,110 | $47.4M | 0.00% | +136,024+15.7% | Added |
| Dimensional Fund Advisors LP | 515,450 | $24.3M | 0.01% | −23,348−4.3% | Reduced |
| Vanguard Group Inc | 449,280 | $21.2M | 0.00% | +49,254+12.3% | Added |
| First Business Financial Services, Inc. | 393,819 | $18.6M | 1.83% | +17,731+4.7% | Added |
| Banc Funds Co LLC | 274,277 | $12.9M | 1.71% | −59,166−17.7% | Reduced |
| Manufacturers Life Insurance Company, The | 265,681 | $12.5M | 0.01% | +1,979+0.8% | Added |
| Geode Capital Management, LLC | 177,564 | $8.37M | 0.00% | +5,994+3.5% | Added |
| Cutler Capital Management, LLC | 155,399 | $7.33M | 2.55% | +2,200+1.4% | Added |
| Pacific Ridge Capital Partners, LLC | 150,123 | $7.08M | 1.87% | −7,638−4.8% | Reduced |
| American Century Companies Inc | 146,230 | $6.89M | 0.00% | +34,250+30.6% | Added |
| State Street Corp | 145,001 | $6.84M | 0.00% | +2,385+1.7% | Added |
| Renaissance Technologies LLC | 142,265 | $6.71M | 0.01% | −5,600−3.8% | Reduced |
| M3F, Inc. | 93,618 | $4.41M | 1.21% | −3,534−3.6% | Reduced |
| Alliancebernstein L.P. | 90,814 | $4.28M | 0.00% | −7,500−7.6% | Reduced |
| Northern Trust Corp | 87,363 | $4.12M | 0.00% | −2,558−2.8% | Reduced |
| Bridgeway Capital Management, LLC | 86,971 | $4.10M | 0.10% | −3,450−3.8% | Reduced |
| LSV Asset Management | 86,025 | $4.06M | 0.01% | −8,200−8.7% | Reduced |
| Hillsdale Investment Management Inc. | 80,271 | $3.78M | 0.19% | +27,629+52.5% | Added |
| De Lisle Partners LLP | 74,640 | $3.52M | 0.58% | +3,774+5.3% | Added |
| Federated Hermes, Inc. | 70,279 | $3.31M | 0.01% | +401+0.6% | Added |
| Poehling Capital Management, LLC | 58,327 | $2.75M | 0.70% | 00.0% | Unchanged |
| Invesco Ltd. | 57,769 | $2.72M | 0.00% | −26,853−31.7% | Reduced |
| Vista Investment Management | 53,736 | $2.53M | 0.99% | −1,626−2.9% | Reduced |
| Acadian Asset Management LLC | 49,214 | $2.32M | 0.01% | −11,428−18.8% | Reduced |
| Goldman Sachs Group Inc | 46,960 | $2.21M | 0.00% | −7,682−14.1% | Reduced |
| John W. Rosenthal Capital Management, Inc. | 45,000 | $2.12M | 2.14% | 00.0% | Unchanged |
| Empowered Funds, LLC | 41,571 | $1.96M | 0.03% | −3,450−7.7% | Reduced |
| Franklin Resources Inc | 41,222 | $1.94M | 0.00% | −16,607−28.7% | Reduced |
| Morgan Stanley | 39,403 | $1.86M | 0.00% | −3,322−7.8% | Reduced |
| Uncommon Cents Investing LLC | 34,883 | $1.64M | 0.48% | −1,337−3.7% | Reduced |
| Bank of New York Mellon Corp | 32,424 | $1.53M | 0.00% | −685−2.1% | Reduced |
| Barclays PLC | 25,571 | $1.21M | 0.00% | −4,410−14.7% | Reduced |
| Ameriprise Financial Inc | 24,189 | $1.14M | 0.00% | −2,801−10.4% | Reduced |
| Gator Capital Management, LLC | 23,650 | $1.12M | 0.43% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 23,405 | $1.10M | 0.00% | +4,329+22.7% | Added |
| Nuveen, LLC | 23,004 | $1.08M | 0.00% | +23,004 | New |
| Charles Schwab Investment Management Inc | 22,166 | $1.05M | 0.00% | +642+3.0% | Added |
| JPMorgan Chase & Co | 22,096 | $1.04M | 0.00% | −27,922−55.8% | Reduced |
| Baird Financial Group, Inc. | 21,240 | $1.00M | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 19,288 | $909.4K | 0.00% | +6,263+48.1% | Added |
| US Bancorp | 17,884 | $843.2K | 0.00% | −41−0.2% | Reduced |
| EAM Investors, LLC | 17,624 | $831.0K | 0.14% | +17,624 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 16,576 | $781.6K | 0.00% | +178+1.1% | Added |
| Two Sigma Advisers, LP | 15,300 | $721.4K | 0.00% | +900+6.3% | Added |
| HSBC Holdings PLC | 14,599 | $689.2K | 0.00% | +556+4.0% | Added |
| Royal Bank of Canada | 13,677 | $645.0K | 0.00% | +431+3.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 13,226 | $623.6K | 0.00% | +1,047+8.6% | Added |
| Lazard Asset Management LLC | 13,136 | $619.0K | 0.00% | +6,351+93.6% | Added |
| Qube Research & Technologies Ltd | 12,967 | $611.4K | 0.00% | +4,214+48.1% | Added |
| Creative Planning | 12,113 | $571.1K | 0.00% | +5,160+74.2% | Added |
| Rhumbline Advisers | 11,483 | $541.4K | 0.00% | +147+1.3% | Added |
| Advisor Group Holdings, Inc. | 10,638 | $501.6K | 0.00% | +10,564+14,275.7% | Added |
| Susquehanna International Group, LLP | 10,533 | $496.6K | 0.00% | +5,851+125.0% | Added |
| Zacks Investment Management | 9,937 | $468.5K | 0.00% | +9,937 | New |
| AQR Capital Management LLC | 9,635 | $454.3K | 0.00% | +4,924+104.5% | Added |
| Kestra Advisory Services, LLC | 9,200 | $433.8K | 0.00% | 00.0% | Unchanged |
| Man Group plc | 9,135 | $430.7K | 0.00% | −3,382−27.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 8,538 | $402.6K | 0.00% | −1,416−14.2% | Reduced |
| Prudential Financial Inc | 8,254 | $389.2K | 0.00% | +8,254 | New |
| Mattern Wealth Management LLC | 8,000 | $377.2K | 0.08% | 00.0% | Unchanged |
| Martingale Asset Management L P | 7,901 | $372.5K | 0.01% | −4,953−38.5% | Reduced |
| Gsa Capital Partners LLP | 7,891 | $372.0K | 0.03% | −3,839−32.7% | Reduced |
| Bank of America Corp | 7,865 | $370.8K | 0.00% | −3,639−31.6% | Reduced |
| Deutsche Bank AG | 7,442 | $350.9K | 0.00% | −1,718−18.8% | Reduced |
| Citigroup Inc | 6,869 | $323.9K | 0.00% | −526−7.1% | Reduced |
| Northern Oak Wealth Management Inc | 6,617 | $312.0K | 0.04% | +36+0.5% | Added |
| Johnson Financial Group, Inc. | 6,196 | $292.1K | 0.01% | +6,196 | New |
| Thompson Investment Management, Inc. | 6,020 | $283.8K | 0.04% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 5,987 | $282.3K | 0.00% | +5,987 | New |
| Cubist Systematic Strategies, LLC | 5,479 | $258.3K | 0.00% | +5,479 | New |
| EntryPoint Capital, LLC | 5,402 | $254.7K | 0.12% | +5,402 | New |
| Russell Investments Group, Ltd. | 5,363 | $252.9K | 0.00% | −1,338−20.0% | Reduced |
| Integrated Quantitative Investments LLC | 5,000 | $235.8K | 0.12% | +5,000 | New |
| First Trust Advisors LP | 4,982 | $234.9K | 0.00% | −32−0.6% | Reduced |
| Beese Fulmer Investment Management, Inc. | 4,750 | $224.0K | 0.02% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 4,711 | $222.1K | 0.00% | +234+5.2% | Added |
| PDT Partners, LLC | 4,691 | $221.2K | 0.02% | −1,082−18.7% | Reduced |
| Wells Fargo & Company | 4,679 | $220.6K | 0.00% | +102+2.2% | Added |
| ERn Financial, LLC | 4,615 | $217.6K | 0.03% | 00.0% | Unchanged |
| MetLife Investment Management | 4,609 | $217.3K | 0.00% | −160−3.4% | Reduced |
| Intech Investment Management LLC | 4,435 | $209.1K | 0.00% | +4,435 | New |
| UBS Group AG | 4,368 | $206.0K | 0.00% | +173+4.1% | Added |
| Engineers Gate Manager LP | 4,336 | $204.4K | 0.00% | +4,336 | New |
| Jump Financial, LLC | 4,300 | $202.7K | 0.00% | +4,300 | New |
| New York State Common Retirement Fund | 3,866 | $182.3K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 3,859 | $182.0K | 0.00% | −56−1.4% | Reduced |
| SG Americas Securities, LLC | 2,804 | $132.0K | 0.00% | −608−17.8% | Reduced |
| Harbor Capital Advisors, Inc. | 2,595 | $122.0K | 0.01% | +2,595 | New |
| Virtus ETF Advisers LLC | 2,133 | $100.6K | 0.07% | +2,133 | New |
| Police & Firemen's Retirement System of New Jersey | 1,878 | $88.5K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,870 | $88.2K | 0.00% | −313−14.3% | Reduced |
| Public Employees Retirement System of Ohio | 1,529 | $72.1K | 0.00% | −231−13.1% | Reduced |
| CWM, LLC | 913 | $43.0K | 0.00% | +299+48.7% | Added |
| Ameritas Investment Partners, Inc. | 801 | $37.8K | 0.00% | +200+33.3% | Added |
| Legal & General Group Plc | 683 | $32.2K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 657 | $31.0K | 0.00% | +47+7.7% | Added |
| California State Teachers Retirement System | 571 | $26.9K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 434 | $21.0K | 0.00% | −199−31.4% | Reduced |
| Tower Research Capital LLC (TRC) | 414 | $19.5K | 0.00% | +259+167.1% | Added |
| Amalgamated Bank | 279 | $13.0K | 0.00% | 00.0% | Unchanged |