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, Q2 2025
Institutional positions in First Business Financial Services, Inc. as of Jun 30, 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
- 117
- +1 vs. Q1 2025
- Shares held
- 5.65M
- +55.4K (+1.0%) vs. Q1 2025
- Total value
- $286.5M
- +$22.5M (+8.5%) vs. Q1 2025
- New holders
- 14
- 43 more added
- Sold out
- 13
- 37 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding First Business Financial Services, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 946,767 | $48.0M | 0.00% | −58,343−5.8% | Reduced |
| Dimensional Fund Advisors LP | 509,384 | $25.8M | 0.01% | −6,066−1.2% | Reduced |
| Vanguard Group Inc | 451,182 | $22.9M | 0.00% | +1,902+0.4% | Added |
| First Business Financial Services, Inc. | 394,491 | $20.0M | 1.80% | +672+0.2% | Added |
| Banc Funds Co LLC | 264,477 | $13.4M | 2.03% | −9,800−3.6% | Reduced |
| Manufacturers Life Insurance Company, The | 260,094 | $13.2M | 0.01% | −5,587−2.1% | Reduced |
| Geode Capital Management, LLC | 185,361 | $9.39M | 0.00% | +7,797+4.4% | Added |
| American Century Companies Inc | 171,490 | $8.69M | 0.00% | +25,260+17.3% | Added |
| Cutler Capital Management, LLC | 155,799 | $7.89M | 2.75% | +400+0.3% | Added |
| State Street Corp | 155,711 | $7.89M | 0.00% | +10,710+7.4% | Added |
| Renaissance Technologies LLC | 150,665 | $7.63M | 0.01% | +8,400+5.9% | Added |
| Pacific Ridge Capital Partners, LLC | 147,944 | $7.49M | 1.79% | −2,179−1.5% | Reduced |
| Hillsdale Investment Management Inc. | 104,071 | $5.27M | 0.19% | +23,800+29.6% | Added |
| M3F, Inc. | 96,561 | $4.89M | 1.38% | +2,943+3.1% | Added |
| De Lisle Partners LLP | 88,640 | $4.49M | 0.63% | +14,000+18.8% | Added |
| LSV Asset Management | 86,025 | $4.36M | 0.01% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 81,905 | $4.15M | 0.10% | −5,066−5.8% | Reduced |
| Northern Trust Corp | 80,266 | $4.07M | 0.00% | −7,097−8.1% | Reduced |
| Alliancebernstein L.P. | 71,834 | $3.64M | 0.00% | −18,980−20.9% | Reduced |
| Federated Hermes, Inc. | 71,254 | $3.61M | 0.01% | +975+1.4% | Added |
| Poehling Capital Management, LLC | 58,327 | $2.95M | 0.69% | 00.0% | Unchanged |
| Invesco Ltd. | 58,169 | $2.95M | 0.00% | +400+0.7% | Added |
| Vista Investment Management | 53,451 | $2.71M | 1.00% | −285−0.5% | Reduced |
| Royal Bank of Canada | 51,944 | $2.63M | 0.00% | +38,267+279.8% | Added |
| Morgan Stanley | 47,936 | $2.43M | 0.00% | +8,533+21.7% | Added |
| Acadian Asset Management LLC | 45,904 | $2.32M | 0.00% | −3,310−6.7% | Reduced |
| John W. Rosenthal Capital Management, Inc. | 45,000 | $2.28M | 2.30% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 44,746 | $2.27M | 0.00% | +20,557+85.0% | Added |
| Two Sigma Investments, LP | 40,273 | $2.04M | 0.00% | +16,868+72.1% | Added |
| Empowered Funds, LLC | 36,505 | $1.85M | 0.02% | −5,066−12.2% | Reduced |
| Uncommon Cents Investing LLC | 34,223 | $1.73M | 0.46% | −660−1.9% | Reduced |
| Bank of New York Mellon Corp | 33,458 | $1.69M | 0.00% | +1,034+3.2% | Added |
| Goldman Sachs Group Inc | 33,305 | $1.69M | 0.00% | −13,655−29.1% | Reduced |
| Barclays PLC | 29,853 | $1.51M | 0.00% | +4,282+16.7% | Added |
| Millennium Management LLC | 28,913 | $1.46M | 0.00% | +9,625+49.9% | Added |
| AQR Capital Management LLC | 24,645 | $1.25M | 0.00% | +15,010+155.8% | Added |
| Gator Capital Management, LLC | 23,650 | $1.20M | 0.37% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 22,855 | $1.16M | 0.00% | +689+3.1% | Added |
| Franklin Resources Inc | 21,974 | $1.11M | 0.00% | −19,248−46.7% | Reduced |
| Qube Research & Technologies Ltd | 21,871 | $1.11M | 0.00% | +8,904+68.7% | Added |
| Baird Financial Group, Inc. | 21,240 | $1.08M | 0.00% | 00.0% | Unchanged |
| Nuveen, LLC | 18,897 | $957.3K | 0.00% | −4,107−17.9% | Reduced |
| US Bancorp | 17,884 | $906.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 15,900 | $805.5K | 0.00% | +600+3.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 13,084 | $715.6K | 0.00% | −142−1.1% | Reduced |
| Los Angeles Capital Management LLC | 13,957 | $707.1K | 0.00% | +7,970+133.1% | Added |
| HSBC Holdings PLC | 13,642 | $695.6K | 0.00% | −957−6.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 13,289 | $673.2K | 0.00% | −3,287−19.8% | Reduced |
| Citadel Advisors LLC | 12,611 | $638.9K | 0.00% | +12,611 | New |
| Lazard Asset Management LLC | 12,408 | $628.0K | 0.00% | −728−5.5% | Reduced |
| Creative Planning | 11,983 | $607.1K | 0.00% | −130−1.1% | Reduced |
| Rhumbline Advisers | 11,682 | $591.8K | 0.00% | +199+1.7% | Added |
| Advisor Group Holdings, Inc. | 10,584 | $536.2K | 0.00% | −54−0.5% | Reduced |
| JPMorgan Chase & Co | 10,392 | $526.5K | 0.00% | −11,704−53.0% | Reduced |
| Zacks Investment Management | 9,727 | $492.8K | 0.00% | −210−2.1% | Reduced |
| Susquehanna International Group, LLP | 9,601 | $486.4K | 0.00% | −932−8.8% | Reduced |
| Kestra Advisory Services, LLC | 9,200 | $466.1K | 0.00% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 8,137 | $412.2K | 0.00% | −401−4.7% | Reduced |
| Mattern Wealth Management LLC | 8,000 | $405.3K | 0.08% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 7,889 | $399.7K | 0.00% | +3,553+81.9% | Added |
| Man Group plc | 7,778 | $394.0K | 0.00% | −1,357−14.9% | Reduced |
| Prudential Financial Inc | 7,750 | $392.6K | 0.00% | −504−6.1% | Reduced |
| Martingale Asset Management L P | 7,394 | $374.6K | 0.01% | −507−6.4% | Reduced |
| Bank of America Corp | 6,843 | $346.7K | 0.00% | −1,022−13.0% | Reduced |
| Northern Oak Wealth Management Inc | 6,656 | $337.2K | 0.04% | +39+0.6% | Added |
| Jane Street Group, LLC | 6,630 | $335.9K | 0.00% | +6,630 | New |
| Thompson Investment Management, Inc. | 6,020 | $305.0K | 0.04% | 00.0% | Unchanged |
| UBS Group AG | 5,875 | $297.6K | 0.00% | +1,507+34.5% | Added |
| Jump Financial, LLC | 5,522 | $279.7K | 0.00% | +1,222+28.4% | Added |
| EntryPoint Capital, LLC | 5,495 | $278.4K | 0.14% | +93+1.7% | Added |
| Deutsche Bank AG | 5,436 | $275.4K | 0.00% | −2,006−27.0% | Reduced |
| R Squared Ltd | 5,421 | $274.6K | 0.15% | +5,421 | New |
| Russell Investments Group, Ltd. | 5,360 | $271.5K | 0.00% | −3−0.1% | Reduced |
| First Trust Advisors LP | 5,309 | $269.0K | 0.00% | +327+6.6% | Added |
| Wells Fargo & Company | 5,140 | $260.4K | 0.00% | +461+9.9% | Added |
| State of Wisconsin Investment Board | 5,115 | $259.1K | 0.00% | +5,115 | New |
| Integrated Quantitative Investments LLC | 5,000 | $253.3K | 0.07% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 4,750 | $240.6K | 0.02% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 4,633 | $234.7K | 0.00% | +4,633 | New |
| ERn Financial, LLC | 4,615 | $233.8K | 0.05% | 00.0% | Unchanged |
| MetLife Investment Management | 4,609 | $233.5K | 0.00% | 00.0% | Unchanged |
| Semanteon Capital Management, LP | 4,580 | $232.0K | 0.35% | +4,580 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 4,350 | $220.4K | 0.00% | −361−7.7% | Reduced |
| Cubist Systematic Strategies, LLC | 4,205 | $213.0K | 0.00% | −1,274−23.3% | Reduced |
| Fedenia Advisers LLC | 4,100 | $207.7K | 0.10% | +4,100 | New |
| Citigroup Inc | 4,007 | $203.0K | 0.00% | −2,862−41.7% | Reduced |
| Price T Rowe Associates Inc | 3,935 | $200.0K | 0.00% | +3,935 | New |
| New York State Common Retirement Fund | 3,866 | $195.9K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 2,893 | $146.6K | 0.00% | +2,893 | New |
| Harbor Capital Advisors, Inc. | 2,883 | $146.0K | 0.01% | +288+11.1% | Added |
| Virtus ETF Advisers LLC | 2,133 | $108.1K | 0.07% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,978 | $100.2K | 0.00% | +108+5.8% | Added |
| Tower Research Capital LLC (TRC) | 1,890 | $95.7K | 0.00% | +1,476+356.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 1,878 | $95.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,579 | $80.0K | 0.00% | +666+72.9% | Added |
| Public Employees Retirement System of Ohio | 1,529 | $77.5K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,291 | $65.4K | 0.00% | +1,287+32,175.0% | Added |
| Ameritas Investment Partners, Inc. | 801 | $40.6K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 724 | $36.7K | 0.00% | +41+6.0% | Added |
| FMR LLC | 642 | $32.5K | 0.00% | −15−2.3% | Reduced |