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 2026
Institutional positions in First Business Financial Services, Inc. as of Mar 31, 2026. 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
- 144
- +6 vs. Q4 2025
- Shares held
- 5.78M
- +538.1K (+10.3%) vs. Q4 2025
- Total value
- $311.6M
- +$27.2M (+9.6%) vs. Q4 2025
- New holders
- 17
- 59 more added
- Sold out
- 11
- 36 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding First Business Financial Services, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 5 | $270 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $378 | 0.00% | +2+40.0% | Added |
| Assetmark, Inc | 8 | $431 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 11 | $593 | 0.00% | +11 | New |
| Parallel Advisors, LLC | 15 | $809 | 0.00% | +15 | New |
| SRS Capital Advisors, Inc. | 19 | $1.02K | 0.00% | +17+850.0% | Added |
| MAI Capital Management | 21 | $1.13K | 0.00% | +17+425.0% | Added |
| True Wealth Design, LLC | 22 | $1.19K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 28 | $1.51K | 0.00% | +3+12.0% | Added |
| Simplex Trading, LLC | 29 | $1.56K | 0.00% | +29 | New |
| The PNC Financial Services Group, Inc. | 34 | $1.83K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 43 | $2.35K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 51 | $2.76K | 0.00% | +16+45.7% | Added |
| Advisor Group Holdings, Inc. | 71 | $3.83K | 0.00% | −10,236−99.3% | Reduced |
| Optiver Holding B.V. | 82 | $4.42K | 0.00% | +8+10.8% | Added |
| Signaturefd, LLC | 153 | $8.25K | 0.00% | +2+1.3% | Added |
| Allworth Financial LP | 163 | $8.79K | 0.00% | +28+20.7% | Added |
| Meeder Asset Management Inc | 169 | $9.11K | 0.00% | +169 | New |
| IFP Advisors, Inc | 174 | $9.38K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 190 | $11.0K | 0.01% | −8−4.0% | Reduced |
| Essential Partners LLC | 235 | $12.7K | 0.00% | −58−19.8% | Reduced |
| Sterling Capital Management LLC | 253 | $13.6K | 0.00% | −180−41.6% | Reduced |
| Quadrant Capital Group LLC | 284 | $15.3K | 0.00% | +61+27.4% | Added |
| Ares Financial Consulting, LLC | 283 | $15.4K | 0.01% | +283 | New |
| UBS Asset Management Americas Inc | 306 | $16.5K | 0.00% | +212+225.5% | Added |
| GAMMA Investing LLC | 322 | $17.4K | 0.00% | +13+4.2% | Added |
| California State Teachers Retirement System | 430 | $23.2K | 0.00% | −59−12.1% | Reduced |
| Rockefeller Capital Management L.P. | 524 | $28.3K | 0.00% | +132+33.7% | Added |
| Los Angeles Capital Management LLC | 557 | $30.0K | 0.00% | +557 | New |
| Ameritas Investment Partners, Inc. | 645 | $34.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 676 | $36.5K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 724 | $39.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 752 | $40.6K | 0.00% | −166−18.1% | Reduced |
| State of Alaska, Department of Revenue | 905 | $48.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,142 | $61.6K | 0.00% | −2,564−69.2% | Reduced |
| EverSource Wealth Advisors, LLC | 1,222 | $65.9K | 0.00% | +3+0.2% | Added |
| Harbour Investments, Inc. | 1,237 | $66.7K | 0.00% | +1,001+424.2% | Added |
| Public Employees Retirement System of Ohio | 1,529 | $82.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,551 | $83.6K | 0.00% | +1,316+560.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 1,798 | $97.0K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 2,329 | $126.0K | 0.01% | −707−23.3% | Reduced |
| Eurizon Capital SGR S.p.A. | 2,981 | $162.1K | 0.00% | +135+4.7% | Added |
| Wells Fargo & Company | 3,096 | $167.0K | 0.00% | −5,899−65.6% | Reduced |
| Vanguard Global Advisers, LLC | 3,349 | $180.6K | 0.00% | +3,349 | New |
| EntryPoint Capital, LLC | 3,721 | $200.7K | 0.06% | 00.0% | Unchanged |
| XTX Topco Ltd | 3,760 | $202.8K | 0.00% | +3,760 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 3,831 | $206.6K | 0.00% | +167+4.6% | Added |
| New York State Common Retirement Fund | 3,866 | $208.5K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 4,100 | $221.1K | 0.00% | −1,013−19.8% | Reduced |
| GWM Advisors LLC | 4,276 | $230.6K | 0.00% | +4,276 | New |
| Citadel Advisors LLC | 4,456 | $240.3K | 0.00% | +4,456 | New |
| KLCM Advisors, Inc. | 4,500 | $242.7K | 0.02% | +4,500 | New |
| MetLife Investment Management | 4,609 | $248.6K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 4,427 | $248.8K | 0.01% | +96+2.2% | Added |
| ERn Financial, LLC | 4,615 | $248.9K | 0.05% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 4,729 | $255.0K | 0.00% | +700+17.4% | Added |
| Beese Fulmer Investment Management, Inc. | 4,786 | $258.1K | 0.02% | −20.0% | Reduced |
| Panagora Asset Management Inc | 5,031 | $271.3K | 0.00% | +398+8.6% | Added |
| HSBC Holdings PLC | 5,023 | $272.0K | 0.00% | −367−6.8% | Reduced |
| CWM, LLC | 5,146 | $277.5K | 0.00% | +219+4.4% | Added |
| Arrowstreet Capital, Limited Partnership | 5,287 | $285.1K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 5,305 | $292.8K | 0.00% | −9,330−63.8% | Reduced |
| Price T Rowe Associates Inc | 5,441 | $294.0K | 0.00% | +673+14.1% | Added |
| Russell Investments Group, Ltd. | 5,961 | $321.5K | 0.00% | −57−0.9% | Reduced |
| Thompson Investment Management, Inc. | 6,020 | $324.7K | 0.04% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 6,032 | $325.3K | 0.00% | +1,428+31.0% | Added |
| Wealth Enhancement Trust Services, Inc. | 6,340 | $341.9K | 0.04% | −2,170−25.5% | Reduced |
| Canada Pension Plan Investment Board | 6,400 | $345.2K | 0.00% | 00.0% | Unchanged |
| Man Group plc | 6,755 | $364.3K | 0.00% | +6,755 | New |
| Northern Oak Wealth Management Inc | 6,772 | $365.2K | 0.05% | +42+0.6% | Added |
| Martingale Asset Management L P | 7,004 | $377.7K | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 7,139 | $385.0K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 7,220 | $389.4K | 0.00% | +760+11.8% | Added |
| BNP Paribas Arbitrage, SA | 7,409 | $399.6K | 0.00% | +3,118+72.7% | Added |
| JPMorgan Chase & Co | 7,679 | $415.5K | 0.00% | −6,901−47.3% | Reduced |
| Mattern Wealth Management LLC | 8,000 | $431.4K | 0.08% | 00.0% | Unchanged |
| Ieq Capital, LLC | 8,163 | $440.2K | 0.00% | +165+2.1% | Added |
| Jacobs Levy Equity Management, Inc | 8,210 | $442.8K | 0.00% | +649+8.6% | Added |
| R Squared Ltd | 8,259 | $445.4K | 0.24% | +1,091+15.2% | Added |
| Jane Street Group, LLC | 8,667 | $467.4K | 0.00% | +3,606+71.3% | Added |
| Kestra Advisory Services, LLC | 9,200 | $496.2K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 9,657 | $520.8K | 0.00% | −50−0.5% | Reduced |
| Engineers Gate Manager LP | 10,193 | $549.7K | 0.01% | +4,016+65.0% | Added |
| Invesco Ltd. | 10,420 | $562.0K | 0.00% | −795−7.1% | Reduced |
| Legato Capital Management LLC | 10,847 | $585.0K | 0.05% | +2,443+29.1% | Added |
| State of Wisconsin Investment Board | 11,560 | $623.4K | 0.00% | +1,984+20.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 12,189 | $657.4K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 13,359 | $720.5K | 0.00% | +3,030+29.3% | Added |
| Creative Planning | 13,386 | $721.9K | 0.00% | −142−1.0% | Reduced |
| Trexquant Investment LP | 14,065 | $758.5K | 0.01% | +1,705+13.8% | Added |
| Squarepoint Ops LLC | 14,380 | $775.5K | 0.00% | +14,380 | New |
| UBS Group AG | 14,389 | $776.0K | 0.00% | −3,981−21.7% | Reduced |
| Integrated Quantitative Investments LLC | 15,622 | $842.5K | 0.15% | +6,440+70.1% | Added |
| Lazard Asset Management LLC | 16,773 | $904.6K | 0.00% | +4,312+34.6% | Added |
| Barclays PLC | 17,680 | $953.5K | 0.00% | −10,774−37.9% | Reduced |
| Franklin Resources Inc | 17,867 | $963.6K | 0.00% | −230−1.3% | Reduced |
| US Bancorp | 17,884 | $964.5K | 0.00% | 00.0% | Unchanged |
| Nuveen, LLC | 19,520 | $1.05M | 0.00% | +623+3.3% | Added |
| Baird Financial Group, Inc. | 21,240 | $1.15M | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 22,373 | $1.21M | 0.00% | −2,302−9.3% | Reduced |