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 2026
Institutional positions in First Business Financial Services, Inc. as of Jun 30, 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
- 141
- −2 vs. Q1 2026
- Shares held
- 5.94M
- +172.1K (+3.0%) vs. Q1 2026
- Total value
- $375.1M
- +$63.7M (+20.5%) vs. Q1 2026
- New holders
- 11
- 65 more added
- Sold out
- 13
- 40 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding First Business Financial Services, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | −186−97.9% | Reduced |
| Nisa Investment Advisors, LLC | 5 | $316 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 8 | $505 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 9 | $569 | 0.00% | +2+28.6% | Added |
| Los Angeles Capital Management LLC | 20 | $1.26K | 0.00% | −537−96.4% | Reduced |
| True Wealth Design, LLC | 23 | $1.45K | 0.00% | +1+4.5% | Added |
| Optiver Holding B.V. | 26 | $1.64K | 0.00% | −56−68.3% | Reduced |
| Signaturefd, LLC | 32 | $2.02K | 0.00% | −121−79.1% | Reduced |
| The PNC Financial Services Group, Inc. | 34 | $2.15K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 36 | $2.27K | 0.00% | +36 | New |
| Parallel Advisors, LLC | 44 | $2.78K | 0.00% | +29+193.3% | Added |
| Farther Finance Advisors, LLC | 44 | $2.78K | 0.00% | +1+2.3% | Added |
| Smartleaf Asset Management LLC | 51 | $3.22K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 53 | $3.35K | 0.00% | +25+89.3% | Added |
| Clearstead Advisors, LLC | 105 | $6.63K | 0.00% | +105 | New |
| California State Teachers Retirement System | 111 | $7.01K | 0.00% | −319−74.2% | Reduced |
| Essential Partners LLC | 155 | $9.79K | 0.00% | −80−34.0% | Reduced |
| Meeder Asset Management Inc | 193 | $12.2K | 0.00% | +24+14.2% | Added |
| IFP Advisors, Inc | 219 | $13.8K | 0.00% | +45+25.9% | Added |
| Allworth Financial LP | 262 | $16.6K | 0.00% | +99+60.7% | Added |
| Ares Financial Consulting, LLC | 283 | $17.9K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 300 | $18.9K | 0.00% | −922−75.5% | Reduced |
| UBS Asset Management Americas Inc | 306 | $19.3K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 343 | $21.7K | 0.00% | +21+6.5% | Added |
| Rockefeller Capital Management L.P. | 392 | $24.8K | 0.00% | −132−25.2% | Reduced |
| GWM Advisors LLC | 404 | $25.5K | 0.00% | −3,872−90.6% | Reduced |
| Ameritas Investment Partners, Inc. | 645 | $40.7K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 676 | $42.7K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 804 | $50.8K | 0.00% | +80+11.0% | Added |
| Tower Research Capital LLC (TRC) | 810 | $51.2K | 0.00% | −741−47.8% | Reduced |
| State of Alaska, Department of Revenue | 905 | $56.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,035 | $65.4K | 0.00% | +283+37.6% | Added |
| Harbour Investments, Inc. | 1,239 | $78.3K | 0.00% | +2+0.2% | Added |
| Public Employees Retirement System of Ohio | 1,529 | $96.6K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,873 | $118.3K | 0.00% | +1,854+9,757.9% | Added |
| Harbor Capital Advisors, Inc. | 2,456 | $155.0K | 0.01% | +127+5.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 2,516 | $158.9K | 0.00% | +718+39.9% | Added |
| New York State Common Retirement Fund | 2,666 | $168.4K | 0.00% | −1,200−31.0% | Reduced |
| Eurizon Capital SGR S.p.A. | 2,981 | $188.6K | 0.00% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 3,242 | $204.8K | 0.00% | +3,242 | New |
| Vanguard Global Advisers, LLC | 3,349 | $211.6K | 0.00% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 3,420 | $216.0K | 0.00% | +3,420 | New |
| Merit Financial Group, LLC | 3,565 | $225.2K | 0.00% | +3,565 | New |
| Algert Global LLC | 3,584 | $226.4K | 0.00% | +3,584 | New |
| Fedenia Advisers LLC | 3,700 | $233.7K | 0.06% | +3,700 | New |
| Jones Financial Companies LLLP | 3,702 | $233.9K | 0.00% | +3,702 | New |
| EntryPoint Capital, LLC | 3,721 | $235.1K | 0.06% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 3,725 | $235.3K | 0.00% | −106−2.8% | Reduced |
| Integrated Quantitative Investments LLC | 3,906 | $246.7K | 0.04% | −11,716−75.0% | Reduced |
| JustInvest LLC | 3,946 | $249.3K | 0.00% | +3,946 | New |
| Sequoia Financial Advisors, LLC | 4,034 | $254.8K | 0.00% | +4,034 | New |
| Jump Financial, LLC | 4,100 | $259.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 4,416 | $279.0K | 0.00% | +4,163+1,645.5% | Added |
| Citigroup Inc | 4,428 | $279.7K | 0.00% | +3,286+287.7% | Added |
| KLCM Advisors, Inc. | 4,500 | $284.3K | 0.02% | 00.0% | Unchanged |
| ERn Financial, LLC | 4,615 | $291.5K | 0.05% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 4,824 | $304.7K | 0.02% | +38+0.8% | Added |
| MetLife Investment Management | 5,136 | $324.4K | 0.00% | +527+11.4% | Added |
| Mariner, LLC | 5,140 | $324.7K | 0.00% | +5,140 | New |
| Arrowstreet Capital, Limited Partnership | 5,287 | $334.0K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 6,020 | $380.3K | 0.04% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 6,343 | $400.7K | 0.04% | +30.0% | Added |
| Canada Pension Plan Investment Board | 6,400 | $404.3K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 6,641 | $420.0K | 0.00% | +1,200+22.1% | Added |
| Northern Oak Wealth Management Inc | 6,813 | $430.4K | 0.05% | +41+0.6% | Added |
| Wells Fargo & Company | 6,906 | $436.3K | 0.00% | +3,810+123.1% | Added |
| Martingale Asset Management L P | 7,004 | $442.4K | 0.01% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 7,088 | $447.7K | 0.01% | −3,105−30.5% | Reduced |
| Mercer Global Advisors Inc | 7,437 | $469.8K | 0.00% | +2,708+57.3% | Added |
| Jacobs Levy Equity Management, Inc | 7,700 | $486.4K | 0.00% | −510−6.2% | Reduced |
| Deutsche Bank AG | 7,890 | $498.4K | 0.00% | +751+10.5% | Added |
| Mattern Wealth Management LLC | 8,000 | $505.4K | 0.08% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 8,179 | $516.7K | 0.03% | +3,752+84.8% | Added |
| Prudential Financial Inc | 8,290 | $523.7K | 0.00% | +1,070+14.8% | Added |
| Quadrature Capital Ltd | 8,490 | $536.3K | 0.00% | +2,458+40.7% | Added |
| Man Group plc | 8,607 | $543.7K | 0.00% | +1,852+27.4% | Added |
| JPMorgan Chase & Co | 9,035 | $571.1K | 0.00% | +1,356+17.7% | Added |
| XTX Topco Ltd | 9,265 | $585.3K | 0.01% | +5,505+146.4% | Added |
| Russell Investments Group, Ltd. | 9,698 | $612.6K | 0.00% | +3,737+62.7% | Added |
| Invesco Ltd. | 9,962 | $629.3K | 0.00% | −458−4.4% | Reduced |
| State of Wisconsin Investment Board | 10,160 | $641.8K | 0.00% | −1,400−12.1% | Reduced |
| Rhumbline Advisers | 10,170 | $642.4K | 0.00% | +513+5.3% | Added |
| Advisor Group Holdings, Inc. | 10,407 | $657.4K | 0.00% | +10,336+14,557.7% | Added |
| UBS Group AG | 10,684 | $674.9K | 0.00% | −3,705−25.7% | Reduced |
| Trexquant Investment LP | 11,925 | $753.3K | 0.00% | −2,140−15.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 12,193 | $770.2K | 0.00% | +40.0% | Added |
| Ieq Capital, LLC | 13,499 | $852.7K | 0.00% | +5,336+65.4% | Added |
| BNP Paribas Arbitrage, SA | 14,374 | $908.0K | 0.00% | +6,965+94.0% | Added |
| US Bancorp | 14,500 | $916.0K | 0.00% | −3,384−18.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 15,825 | $1.01M | 0.00% | +10,520+198.3% | Added |
| Barclays PLC | 17,247 | $1.09M | 0.00% | −433−2.4% | Reduced |
| Gator Capital Management, LLC | 17,835 | $1.13M | 0.24% | −6,980−28.1% | Reduced |
| Gsa Capital Partners LLP | 19,167 | $1.21M | 0.08% | −10,109−34.5% | Reduced |
| Citadel Advisors LLC | 20,897 | $1.32M | 0.00% | +16,441+369.0% | Added |
| Baird Financial Group, Inc. | 21,240 | $1.34M | 0.00% | 00.0% | Unchanged |
| Nuveen, LLC | 21,958 | $1.39M | 0.00% | +2,438+12.5% | Added |
| Quantinno Capital Management LP | 22,724 | $1.44M | 0.00% | +9,365+70.1% | Added |
| Stifel Financial Corp | 23,363 | $1.48M | 0.00% | +173+0.7% | Added |
| Creative Planning | 23,415 | $1.48M | 0.00% | +10,029+74.9% | Added |
| Poehling Capital Management, LLC | 23,848 | $1.51M | 0.32% | −1,767−6.9% | Reduced |