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, Q3 2025
Institutional positions in First Business Financial Services, Inc. as of Sep 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
- 136
- +19 vs. Q2 2025
- Shares held
- 5.70M
- +71.9K (+1.3%) vs. Q2 2025
- Total value
- $292.2M
- +$6.99M (+2.5%) vs. Q2 2025
- New holders
- 27
- 49 more added
- Sold out
- 8
- 34 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding First Business Financial Services, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Quest Partners LLC | 2 | $103 | 0.00% | +2 | New |
| Farther Finance Advisors, LLC | 2 | $103 | 0.00% | +2 | New |
| Quarry LP | 3 | $154 | 0.00% | +3 | New |
| Nisa Investment Advisors, LLC | 5 | $256 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 8 | $410 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10 | $513 | 0.00% | +10 | New |
| Clearstead Advisors, LLC | 11 | $564 | 0.00% | +11 | New |
| Signaturefd, LLC | 13 | $666 | 0.00% | −11−45.8% | Reduced |
| Point72 (DIFC) Ltd | 14 | $712 | 0.00% | −371−96.4% | Reduced |
| UMA Financial Services, Inc. | 14 | $718 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 19 | $974 | 0.00% | +19 | New |
| The PNC Financial Services Group, Inc. | 34 | $1.74K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 74 | $3.79K | 0.00% | +74 | New |
| Allworth Financial LP | 103 | $5.28K | 0.00% | +88+586.7% | Added |
| Whittier Trust Co | 139 | $6.98K | 0.00% | +139 | New |
| IFP Advisors, Inc | 156 | $8.00K | 0.00% | +23+17.3% | Added |
| Quadrant Capital Group LLC | 157 | $8.05K | 0.00% | +157 | New |
| Covestor Ltd | 196 | $11.0K | 0.01% | +168+600.0% | Added |
| Harbour Investments, Inc. | 235 | $12.0K | 0.00% | +1+0.4% | Added |
| Essential Partners LLC | 266 | $13.6K | 0.00% | +229+618.9% | Added |
| Amalgamated Bank | 279 | $14.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 330 | $16.0K | 0.00% | +330 | New |
| GAMMA Investing LLC | 317 | $16.2K | 0.00% | +32+11.2% | Added |
| Macquarie Group Ltd | 370 | $19.0K | 0.00% | +370 | New |
| Tower Research Capital LLC (TRC) | 371 | $19.0K | 0.00% | −1,519−80.4% | Reduced |
| Rockefeller Capital Management L.P. | 392 | $20.1K | 0.00% | +392 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 412 | $21.1K | 0.00% | +412 | New |
| Sterling Capital Management LLC | 518 | $26.6K | 0.00% | +316+156.4% | Added |
| California State Teachers Retirement System | 572 | $29.3K | 0.00% | +1+0.2% | Added |
| Versant Capital Management, Inc | 587 | $30.1K | 0.00% | +364+163.2% | Added |
| FMR LLC | 624 | $32.0K | 0.00% | −18−2.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 652 | $33.4K | 0.00% | +652 | New |
| Legal & General Group Plc | 724 | $37.1K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 801 | $41.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,284 | $65.8K | 0.00% | −7−0.5% | Reduced |
| Public Employees Retirement System of Ohio | 1,529 | $78.4K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 1,800 | $92.3K | 0.00% | +1,800 | New |
| Virtus ETF Advisers LLC | 2,133 | $109.3K | 0.06% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 2,517 | $129.0K | 0.00% | +639+34.0% | Added |
| Harbor Capital Advisors, Inc. | 2,876 | $147.0K | 0.01% | −7−0.2% | Reduced |
| Johnson Financial Group, Inc. | 3,260 | $167.1K | 0.01% | +3,260 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 3,619 | $185.5K | 0.00% | −731−16.8% | Reduced |
| New York State Common Retirement Fund | 3,866 | $198.2K | 0.00% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 4,100 | $210.2K | 0.08% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 4,104 | $210.4K | 0.00% | +4,104 | New |
| Price T Rowe Associates Inc | 4,182 | $215.0K | 0.00% | +247+6.3% | Added |
| Los Angeles Capital Management LLC | 4,298 | $220.3K | 0.00% | −9,659−69.2% | Reduced |
| EntryPoint Capital, LLC | 4,312 | $221.0K | 0.09% | −1,183−21.5% | Reduced |
| BNP Paribas Arbitrage, SA | 4,435 | $227.3K | 0.00% | +2,457+124.2% | Added |
| CWM, LLC | 4,441 | $228.0K | 0.00% | +2,862+181.3% | Added |
| Citigroup Inc | 4,457 | $228.5K | 0.00% | +450+11.2% | Added |
| MetLife Investment Management | 4,609 | $236.3K | 0.00% | 00.0% | Unchanged |
| ERn Financial, LLC | 4,615 | $236.6K | 0.05% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 4,633 | $237.5K | 0.00% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 4,750 | $243.5K | 0.02% | 00.0% | Unchanged |
| Semanteon Capital Management, LP | 5,102 | $261.5K | 0.33% | +522+11.4% | Added |
| Cubist Systematic Strategies, LLC | 5,181 | $265.6K | 0.00% | +976+23.2% | Added |
| Quantinno Capital Management LP | 5,319 | $272.7K | 0.00% | +5,319 | New |
| Susquehanna Portfolio Strategies, LLC | 5,401 | $276.9K | 0.00% | +5,401 | New |
| State of Wisconsin Investment Board | 5,815 | $298.1K | 0.00% | +700+13.7% | Added |
| Thompson Investment Management, Inc. | 6,020 | $308.6K | 0.04% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 6,087 | $312.0K | 0.00% | +727+13.6% | Added |
| Wells Fargo & Company | 6,121 | $313.8K | 0.00% | +981+19.1% | Added |
| Jump Financial, LLC | 6,184 | $317.0K | 0.00% | +662+12.0% | Added |
| Engineers Gate Manager LP | 6,542 | $335.3K | 0.00% | −1,347−17.1% | Reduced |
| Northern Oak Wealth Management Inc | 6,694 | $343.1K | 0.04% | +38+0.6% | Added |
| Martingale Asset Management L P | 7,004 | $359.0K | 0.01% | −390−5.3% | Reduced |
| Ieq Capital, LLC | 7,125 | $365.2K | 0.00% | +7,125 | New |
| Deutsche Bank AG | 7,139 | $365.9K | 0.00% | +1,703+31.3% | Added |
| Jacobs Levy Equity Management, Inc | 7,648 | $392.0K | 0.00% | −489−6.0% | Reduced |
| Prudential Financial Inc | 7,790 | $399.3K | 0.00% | +40+0.5% | Added |
| Principal Financial Group Inc | 7,985 | $409.3K | 0.00% | +7,985 | New |
| Mattern Wealth Management LLC | 8,000 | $410.1K | 0.08% | 00.0% | Unchanged |
| Alps Advisors Inc | 8,800 | $451.1K | 0.00% | +8,800 | New |
| Kestra Advisory Services, LLC | 9,200 | $471.6K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 9,367 | $480.2K | 0.00% | −48,802−83.9% | Reduced |
| UBS Group AG | 9,684 | $496.4K | 0.00% | +3,809+64.8% | Added |
| Zacks Investment Management | 9,727 | $498.6K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 9,959 | $506.4K | 0.00% | −3,683−27.0% | Reduced |
| CenterBook Partners LP | 10,390 | $532.6K | 0.03% | +10,390 | New |
| Advisor Group Holdings, Inc. | 10,584 | $539.9K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 11,456 | $587.2K | 0.00% | −226−1.9% | Reduced |
| Lazard Asset Management LLC | 11,662 | $597.8K | 0.00% | −746−6.0% | Reduced |
| Fourthstone LLC | 12,131 | $621.8K | 0.11% | +12,131 | New |
| Gsa Capital Partners LLP | 12,127 | $622.0K | 0.05% | +12,127 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 12,409 | $636.1K | 0.00% | −880−6.6% | Reduced |
| Creative Planning | 13,125 | $672.8K | 0.00% | +1,142+9.5% | Added |
| Bank of America Corp | 13,313 | $682.4K | 0.00% | +6,470+94.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 14,337 | $719.0K | 0.00% | +1,253+9.6% | Added |
| Two Sigma Advisers, LP | 15,100 | $774.0K | 0.00% | −800−5.0% | Reduced |
| JPMorgan Chase & Co | 16,185 | $829.6K | 0.00% | +5,793+55.7% | Added |
| US Bancorp | 17,884 | $916.7K | 0.00% | 00.0% | Unchanged |
| Nuveen, LLC | 18,897 | $968.7K | 0.00% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 19,525 | $1.00M | 0.02% | +19,525 | New |
| Baird Financial Group, Inc. | 21,240 | $1.09M | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 22,165 | $1.14M | 0.00% | −690−3.0% | Reduced |
| Franklin Resources Inc | 22,213 | $1.14M | 0.00% | +239+1.1% | Added |
| Stifel Financial Corp | 22,763 | $1.17M | 0.00% | +22,763 | New |
| Gator Capital Management, LLC | 23,800 | $1.22M | 0.31% | +150+0.6% | Added |
| Barclays PLC | 26,789 | $1.37M | 0.00% | −3,064−10.3% | Reduced |