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
- 5.63M
- +29.4K (+0.5%) vs. Q1 2025
- Total value
- $285.2M
- +$21.2M (+8.0%) 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 | $310.6M |
| 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, 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 |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 5 | $253 | 0.00% | +5 | New |
| Assetmark, Inc | 8 | $405 | 0.00% | +8 | New |
| UMA Financial Services, Inc. | 14 | $710 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 15 | $760 | 0.00% | +15 | New |
| Covestor Ltd | 28 | $1.00K | 0.00% | −11−28.2% | Reduced |
| Signaturefd, LLC | 24 | $1.22K | 0.00% | −5−17.2% | Reduced |
| The PNC Financial Services Group, Inc. | 34 | $1.72K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 37 | $1.87K | 0.00% | +37 | New |
| IFP Advisors, Inc | 133 | $7.85K | 0.00% | +16+13.7% | Added |
| Sterling Capital Management LLC | 202 | $10.2K | 0.00% | +72+55.4% | Added |
| Versant Capital Management, Inc | 223 | $11.3K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 234 | $11.8K | 0.00% | +2+0.9% | Added |
| Amalgamated Bank | 279 | $14.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 285 | $14.4K | 0.00% | +88+44.7% | Added |
| Point72 (DIFC) Ltd | 385 | $19.5K | 0.00% | +385 | New |
| California State Teachers Retirement System | 571 | $28.9K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 611 | $31.0K | 0.00% | +406+198.0% | Added |
| FMR LLC | 642 | $32.5K | 0.00% | −15−2.3% | Reduced |
| Legal & General Group Plc | 724 | $36.7K | 0.00% | +41+6.0% | Added |
| Ameritas Investment Partners, Inc. | 801 | $40.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,291 | $65.4K | 0.00% | +1,287+32,175.0% | Added |
| Public Employees Retirement System of Ohio | 1,529 | $77.5K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,579 | $80.0K | 0.00% | +666+72.9% | Added |
| Police & Firemen's Retirement System of New Jersey | 1,878 | $95.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,890 | $95.7K | 0.00% | +1,476+356.5% | Added |
| BNP Paribas Arbitrage, SA | 1,978 | $100.2K | 0.00% | +108+5.8% | Added |
| Virtus ETF Advisers LLC | 2,133 | $108.1K | 0.07% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 2,883 | $146.0K | 0.01% | +288+11.1% | Added |
| Quantbot Technologies LP | 2,893 | $146.6K | 0.00% | +2,893 | New |
| New York State Common Retirement Fund | 3,866 | $195.9K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 3,935 | $200.0K | 0.00% | +3,935 | New |
| Citigroup Inc | 4,007 | $203.0K | 0.00% | −2,862−41.7% | Reduced |
| Fedenia Advisers LLC | 4,100 | $207.7K | 0.10% | +4,100 | New |
| Cubist Systematic Strategies, LLC | 4,205 | $213.0K | 0.00% | −1,274−23.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 4,350 | $220.4K | 0.00% | −361−7.7% | Reduced |
| Semanteon Capital Management, LP | 4,580 | $232.0K | 0.35% | +4,580 | New |
| MetLife Investment Management | 4,609 | $233.5K | 0.00% | 00.0% | Unchanged |
| ERn Financial, LLC | 4,615 | $233.8K | 0.05% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 4,633 | $234.7K | 0.00% | +4,633 | New |
| Beese Fulmer Investment Management, Inc. | 4,750 | $240.6K | 0.02% | 00.0% | Unchanged |
| Integrated Quantitative Investments LLC | 5,000 | $253.3K | 0.07% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 5,115 | $259.1K | 0.00% | +5,115 | New |
| Wells Fargo & Company | 5,140 | $260.4K | 0.00% | +461+9.9% | Added |
| First Trust Advisors LP | 5,309 | $269.0K | 0.00% | +327+6.6% | Added |
| Russell Investments Group, Ltd. | 5,360 | $271.5K | 0.00% | −3−0.1% | Reduced |
| R Squared Ltd | 5,421 | $274.6K | 0.15% | +5,421 | New |
| Deutsche Bank AG | 5,436 | $275.4K | 0.00% | −2,006−27.0% | Reduced |
| EntryPoint Capital, LLC | 5,495 | $278.4K | 0.14% | +93+1.7% | Added |
| Jump Financial, LLC | 5,522 | $279.7K | 0.00% | +1,222+28.4% | Added |
| UBS Group AG | 5,875 | $297.6K | 0.00% | +1,507+34.5% | Added |
| Thompson Investment Management, Inc. | 6,020 | $305.0K | 0.04% | 00.0% | Unchanged |
| Jane Street Group, LLC | 6,630 | $335.9K | 0.00% | +6,630 | New |
| Northern Oak Wealth Management Inc | 6,656 | $337.2K | 0.04% | +39+0.6% | Added |
| Bank of America Corp | 6,843 | $346.7K | 0.00% | −1,022−13.0% | Reduced |
| Martingale Asset Management L P | 7,394 | $374.6K | 0.01% | −507−6.4% | Reduced |
| Prudential Financial Inc | 7,750 | $392.6K | 0.00% | −504−6.1% | Reduced |
| Man Group plc | 7,778 | $394.0K | 0.00% | −1,357−14.9% | Reduced |
| Engineers Gate Manager LP | 7,889 | $399.7K | 0.00% | +3,553+81.9% | Added |
| Mattern Wealth Management LLC | 8,000 | $405.3K | 0.08% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 8,137 | $412.2K | 0.00% | −401−4.7% | Reduced |
| Kestra Advisory Services, LLC | 9,200 | $466.1K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 9,601 | $486.4K | 0.00% | −932−8.8% | Reduced |
| Zacks Investment Management | 9,727 | $492.8K | 0.00% | −210−2.1% | Reduced |
| JPMorgan Chase & Co | 10,392 | $526.5K | 0.00% | −11,704−53.0% | Reduced |
| Advisor Group Holdings, Inc. | 10,584 | $536.2K | 0.00% | −54−0.5% | Reduced |
| Rhumbline Advisers | 11,682 | $591.8K | 0.00% | +199+1.7% | Added |
| Creative Planning | 11,983 | $607.1K | 0.00% | −130−1.1% | Reduced |
| Lazard Asset Management LLC | 12,408 | $628.0K | 0.00% | −728−5.5% | Reduced |
| Citadel Advisors LLC | 12,611 | $638.9K | 0.00% | +12,611 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 13,289 | $673.2K | 0.00% | −3,287−19.8% | Reduced |
| HSBC Holdings PLC | 13,642 | $695.6K | 0.00% | −957−6.6% | Reduced |
| Los Angeles Capital Management LLC | 13,957 | $707.1K | 0.00% | +7,970+133.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 13,084 | $715.6K | 0.00% | −142−1.1% | Reduced |
| Two Sigma Advisers, LP | 15,900 | $805.5K | 0.00% | +600+3.9% | Added |
| US Bancorp | 17,884 | $906.0K | 0.00% | 00.0% | Unchanged |
| Nuveen, LLC | 18,897 | $957.3K | 0.00% | −4,107−17.9% | Reduced |
| Baird Financial Group, Inc. | 21,240 | $1.08M | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 21,871 | $1.11M | 0.00% | +8,904+68.7% | Added |
| Franklin Resources Inc | 21,974 | $1.11M | 0.00% | −19,248−46.7% | Reduced |
| Charles Schwab Investment Management Inc | 22,855 | $1.16M | 0.00% | +689+3.1% | Added |
| Gator Capital Management, LLC | 23,650 | $1.20M | 0.37% | 00.0% | Unchanged |
| AQR Capital Management LLC | 24,645 | $1.25M | 0.00% | +15,010+155.8% | Added |
| Royal Bank of Canada | 25,972 | $1.32M | 0.00% | +12,295+89.9% | Added |
| Millennium Management LLC | 28,913 | $1.46M | 0.00% | +9,625+49.9% | Added |
| Barclays PLC | 29,853 | $1.51M | 0.00% | +4,282+16.7% | Added |
| Goldman Sachs Group Inc | 33,305 | $1.69M | 0.00% | −13,655−29.1% | Reduced |
| Bank of New York Mellon Corp | 33,458 | $1.69M | 0.00% | +1,034+3.2% | Added |
| Uncommon Cents Investing LLC | 34,223 | $1.73M | 0.46% | −660−1.9% | Reduced |
| Empowered Funds, LLC | 36,505 | $1.85M | 0.02% | −5,066−12.2% | Reduced |
| Two Sigma Investments, LP | 40,273 | $2.04M | 0.00% | +16,868+72.1% | Added |
| Ameriprise Financial Inc | 44,746 | $2.27M | 0.00% | +20,557+85.0% | Added |
| John W. Rosenthal Capital Management, Inc. | 45,000 | $2.28M | 2.30% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 45,904 | $2.32M | 0.00% | −3,310−6.7% | Reduced |
| Morgan Stanley | 47,936 | $2.43M | 0.00% | +8,533+21.7% | Added |
| Vista Investment Management | 53,451 | $2.71M | 1.00% | −285−0.5% | Reduced |
| Invesco Ltd. | 58,169 | $2.95M | 0.00% | +400+0.7% | Added |
| Poehling Capital Management, LLC | 58,327 | $2.95M | 0.69% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 71,254 | $3.61M | 0.01% | +975+1.4% | Added |
| Alliancebernstein L.P. | 71,834 | $3.64M | 0.00% | −18,980−20.9% | Reduced |
| Northern Trust Corp | 80,266 | $4.07M | 0.00% | −7,097−8.1% | Reduced |