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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 4 | $189 | 0.00% | +2+100.0% | Added |
| Larson Financial Group LLC | 14 | $660 | 0.00% | +14 | New |
| UMA Financial Services, Inc. | 14 | $661 | 0.00% | +14 | New |
| Signaturefd, LLC | 29 | $1.37K | 0.00% | +20+222.2% | Added |
| The PNC Financial Services Group, Inc. | 34 | $1.60K | 0.00% | +34 | New |
| Quadrant Capital Group LLC | 38 | $1.79K | 0.00% | +38 | New |
| Covestor Ltd | 39 | $2.00K | 0.00% | −21−35.0% | Reduced |
| Simplex Trading, LLC | 105 | $4.00K | 0.00% | +104+10,400.0% | Added |
| IFP Advisors, Inc | 117 | $5.52K | 0.00% | −1−0.8% | Reduced |
| Sterling Capital Management LLC | 130 | $6.13K | 0.00% | −111−46.1% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 193 | $9.12K | 0.00% | +193 | New |
| GAMMA Investing LLC | 197 | $9.29K | 0.00% | +33+20.1% | Added |
| Hollencrest Capital Management | 205 | $9.67K | 0.00% | +205 | New |
| Versant Capital Management, Inc | 223 | $10.5K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 232 | $11.0K | 0.00% | +1+0.4% | Added |
| Coldstream Capital Management Inc | 236 | $11.1K | 0.00% | +236 | New |
| Amalgamated Bank | 279 | $13.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 414 | $19.5K | 0.00% | +259+167.1% | Added |
| Picton Mahoney Asset Management | 434 | $21.0K | 0.00% | −199−31.4% | Reduced |
| California State Teachers Retirement System | 571 | $26.9K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 657 | $31.0K | 0.00% | +47+7.7% | Added |
| Legal & General Group Plc | 683 | $32.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 801 | $37.8K | 0.00% | +200+33.3% | Added |
| CWM, LLC | 913 | $43.0K | 0.00% | +299+48.7% | Added |
| Public Employees Retirement System of Ohio | 1,529 | $72.1K | 0.00% | −231−13.1% | Reduced |
| BNP Paribas Arbitrage, SA | 1,870 | $88.2K | 0.00% | −313−14.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 1,878 | $88.5K | 0.00% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 2,133 | $100.6K | 0.07% | +2,133 | New |
| Harbor Capital Advisors, Inc. | 2,595 | $122.0K | 0.01% | +2,595 | New |
| SG Americas Securities, LLC | 2,804 | $132.0K | 0.00% | −608−17.8% | Reduced |
| Corebridge Financial, Inc. | 3,859 | $182.0K | 0.00% | −56−1.4% | Reduced |
| New York State Common Retirement Fund | 3,866 | $182.3K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 4,300 | $202.7K | 0.00% | +4,300 | New |
| Engineers Gate Manager LP | 4,336 | $204.4K | 0.00% | +4,336 | New |
| UBS Group AG | 4,368 | $206.0K | 0.00% | +173+4.1% | Added |
| Intech Investment Management LLC | 4,435 | $209.1K | 0.00% | +4,435 | New |
| MetLife Investment Management | 4,609 | $217.3K | 0.00% | −160−3.4% | Reduced |
| ERn Financial, LLC | 4,615 | $217.6K | 0.03% | 00.0% | Unchanged |
| Wells Fargo & Company | 4,679 | $220.6K | 0.00% | +102+2.2% | Added |
| PDT Partners, LLC | 4,691 | $221.2K | 0.02% | −1,082−18.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 4,711 | $222.1K | 0.00% | +234+5.2% | Added |
| Beese Fulmer Investment Management, Inc. | 4,750 | $224.0K | 0.02% | 00.0% | Unchanged |
| First Trust Advisors LP | 4,982 | $234.9K | 0.00% | −32−0.6% | Reduced |
| Integrated Quantitative Investments LLC | 5,000 | $235.8K | 0.12% | +5,000 | New |
| Russell Investments Group, Ltd. | 5,363 | $252.9K | 0.00% | −1,338−20.0% | Reduced |
| EntryPoint Capital, LLC | 5,402 | $254.7K | 0.12% | +5,402 | New |
| Cubist Systematic Strategies, LLC | 5,479 | $258.3K | 0.00% | +5,479 | New |
| Los Angeles Capital Management LLC | 5,987 | $282.3K | 0.00% | +5,987 | New |
| Thompson Investment Management, Inc. | 6,020 | $283.8K | 0.04% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 6,196 | $292.1K | 0.01% | +6,196 | New |
| Northern Oak Wealth Management Inc | 6,617 | $312.0K | 0.04% | +36+0.5% | Added |
| Citigroup Inc | 6,869 | $323.9K | 0.00% | −526−7.1% | Reduced |
| Deutsche Bank AG | 7,442 | $350.9K | 0.00% | −1,718−18.8% | Reduced |
| Bank of America Corp | 7,865 | $370.8K | 0.00% | −3,639−31.6% | Reduced |
| Gsa Capital Partners LLP | 7,891 | $372.0K | 0.03% | −3,839−32.7% | Reduced |
| Martingale Asset Management L P | 7,901 | $372.5K | 0.01% | −4,953−38.5% | Reduced |
| Mattern Wealth Management LLC | 8,000 | $377.2K | 0.08% | 00.0% | Unchanged |
| Prudential Financial Inc | 8,254 | $389.2K | 0.00% | +8,254 | New |
| Jacobs Levy Equity Management, Inc | 8,538 | $402.6K | 0.00% | −1,416−14.2% | Reduced |
| Man Group plc | 9,135 | $430.7K | 0.00% | −3,382−27.0% | Reduced |
| Kestra Advisory Services, LLC | 9,200 | $433.8K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 9,635 | $454.3K | 0.00% | +4,924+104.5% | Added |
| Zacks Investment Management | 9,937 | $468.5K | 0.00% | +9,937 | New |
| Susquehanna International Group, LLP | 10,533 | $496.6K | 0.00% | +5,851+125.0% | Added |
| Advisor Group Holdings, Inc. | 10,638 | $501.6K | 0.00% | +10,564+14,275.7% | Added |
| Rhumbline Advisers | 11,483 | $541.4K | 0.00% | +147+1.3% | Added |
| Creative Planning | 12,113 | $571.1K | 0.00% | +5,160+74.2% | Added |
| Qube Research & Technologies Ltd | 12,967 | $611.4K | 0.00% | +4,214+48.1% | Added |
| Lazard Asset Management LLC | 13,136 | $619.0K | 0.00% | +6,351+93.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 13,226 | $623.6K | 0.00% | +1,047+8.6% | Added |
| Royal Bank of Canada | 13,677 | $645.0K | 0.00% | +431+3.3% | Added |
| HSBC Holdings PLC | 14,599 | $689.2K | 0.00% | +556+4.0% | Added |
| Two Sigma Advisers, LP | 15,300 | $721.4K | 0.00% | +900+6.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 16,576 | $781.6K | 0.00% | +178+1.1% | Added |
| EAM Investors, LLC | 17,624 | $831.0K | 0.14% | +17,624 | New |
| US Bancorp | 17,884 | $843.2K | 0.00% | −41−0.2% | Reduced |
| Millennium Management LLC | 19,288 | $909.4K | 0.00% | +6,263+48.1% | Added |
| Baird Financial Group, Inc. | 21,240 | $1.00M | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 22,096 | $1.04M | 0.00% | −27,922−55.8% | Reduced |
| Charles Schwab Investment Management Inc | 22,166 | $1.05M | 0.00% | +642+3.0% | Added |
| Nuveen, LLC | 23,004 | $1.08M | 0.00% | +23,004 | New |
| Two Sigma Investments, LP | 23,405 | $1.10M | 0.00% | +4,329+22.7% | Added |
| Gator Capital Management, LLC | 23,650 | $1.12M | 0.43% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 24,189 | $1.14M | 0.00% | −2,801−10.4% | Reduced |
| Barclays PLC | 25,571 | $1.21M | 0.00% | −4,410−14.7% | Reduced |
| Bank of New York Mellon Corp | 32,424 | $1.53M | 0.00% | −685−2.1% | Reduced |
| Uncommon Cents Investing LLC | 34,883 | $1.64M | 0.48% | −1,337−3.7% | Reduced |
| Morgan Stanley | 39,403 | $1.86M | 0.00% | −3,322−7.8% | Reduced |
| Franklin Resources Inc | 41,222 | $1.94M | 0.00% | −16,607−28.7% | Reduced |
| Empowered Funds, LLC | 41,571 | $1.96M | 0.03% | −3,450−7.7% | Reduced |
| John W. Rosenthal Capital Management, Inc. | 45,000 | $2.12M | 2.14% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 46,960 | $2.21M | 0.00% | −7,682−14.1% | Reduced |
| Acadian Asset Management LLC | 49,214 | $2.32M | 0.01% | −11,428−18.8% | Reduced |
| Vista Investment Management | 53,736 | $2.53M | 0.99% | −1,626−2.9% | Reduced |
| Invesco Ltd. | 57,769 | $2.72M | 0.00% | −26,853−31.7% | Reduced |
| Poehling Capital Management, LLC | 58,327 | $2.75M | 0.70% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 70,279 | $3.31M | 0.01% | +401+0.6% | Added |
| De Lisle Partners LLP | 74,640 | $3.52M | 0.58% | +3,774+5.3% | Added |
| Hillsdale Investment Management Inc. | 80,271 | $3.78M | 0.19% | +27,629+52.5% | Added |
| LSV Asset Management | 86,025 | $4.06M | 0.01% | −8,200−8.7% | Reduced |