First Business Financial SerFBIZ
13F holders, Q1 2024 (March 31)84holders
2famous investors
$37.50avg. 13F price*
At the end of Q1 2024, 84 institutions reported holding First Business Financial Ser (FBIZ) in their 13F filings. The largest holders were BlackRock Inc. ($24.9M), Dimensional Fund Advisors LP ($19.9M) and Banc Funds Co. LLC ($17.2M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- First Business Financial Ser
- CUSIP
- 319390100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $530K |
| Exits | 6 | $775K |
Ownership 84 holders
| BlackRock Inc. | 0.00% | Reduce -3.6% | 664,569 | $24.9M |
| Dimensional Fund Advisors LP | 0.01% | Add +0.8% | 529,937 | $19.9M |
| Banc Funds Co. LLC | 1.94% | Reduce -0.2% | 457,725 | $17.2M |
| Vanguard Group Inc. | 0.00% | Add +2.1% | 361,070 | $13.5M |
| First Business Financial Services, Inc. | 1.41% | Add +0.2% | 350,190 | $13.1M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -3.7% | 277,010 | $10.4M |
| M3F, Inc. | 2.93% | Add +0.6% | 220,674 | $8.3M |
| Pacific Ridge Capital Partners, LLC | 1.40% | Add +1.7% | 169,903 | $6.4M |
| Geode Capital Management, LLC | 0.00% | Add +5.0% | 163,467 | $6.1M |
| Renaissance Technologies | 0.01% | Add +0.9% | 153,465 | $5.8M |
| Cutler Capital Management, LLC | 2.79% | Add +0.2% | 152,863 | $5.7M |
| Franklin Resources Inc. | 0.00% | Add +2.8% | 134,528 | $5.0M |
| State Street Corp. | 0.00% | Add +6.6% | 125,447 | $4.7M |
| Alliancebernstein L.P. | 0.00% | Add +0.2% | 117,362 | $4.4M |
| LSV Asset Management | 0.01% | No change | 109,225 | $4.1M |
| Northern Trust Corp. | 0.00% | Reduce -7.1% | 94,739 | $3.6M |
| Bridgeway Capital Management, LLC | 0.07% | Add +3.6% | 86,501 | $3.2M |
| Hotchkis & Wiley Capital Management LLC | 0.01% | Reduce -1.6% | 81,569 | $3.1M |
| Federated Hermes, Inc. | 0.01% | Add +1.9% | 66,719 | $2.5M |
| American Century Companies Inc. | 0.00% | Add +0.9% | 66,702 | $2.5M |
| Poehling Capital Management, INC. | 0.59% | No change | 58,327 | $2.2M |
| Vista Investment Management | 0.86% | Add +7.1% | 56,134 | $2.1M |
| Acadian Asset Management LLC | 0.01% | No change | 52,398 | $2.0M |
| De Lisle Partners LLP | 0.40% | — | 46,591 | $1.7M |
| Rosenthal | Henry Capital Advisors, Inc. | 2.27% | No change | 45,000 | $1.7M |
| Empowered Funds, LLC | 0.03% | Add +7.8% | 41,101 | $1.5M |
| Uncommon Cents Investing LLC | 0.42% | Add +0.3% | 36,380 | $1.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.8% | 35,893 | $1.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.1% | 31,518 | $1.2M |
| Morgan Stanley | 0.00% | Reduce -15.6% | 26,088 | $978K |
| Gator Capital Management, LLC | 0.46% | No change | 23,850 | $894K |
| Nuveen Asset Management, LLC | 0.00% | No change | 23,004 | $863K |
| Barclays PLC | 0.00% | Reduce -21.3% | 22,192 | $832K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 20,699 | $776K |
| T. Rowe Price Associates Inc. | 0.00% | Add +2.8% | 18,946 | $711K |
| Invesco Ltd. | 0.00% | Reduce -9.7% | 16,907 | $634K |
| JPMorgan Chase & Co. | 0.00% | Add +102.5% | 15,950 | $598K |
| Martingale Asset Management L P | 0.01% | No change | 14,522 | $545K |
| Riverwater Partners LLC | 0.39% | Reduce -1.5% | 14,275 | $535K |
| Millennium Management | 0.00% | Add +60.9% | 14,116 | $529K |
| HSBC Holdings PLC | 0.00% | Add +2.0% | 13,835 | $519K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 12,824 | $481K |
| Royal Bank of Canada | 0.00% | Reduce -14.4% | 12,412 | $466K |
| Ameriprise Financial Inc. | 0.00% | No change | 11,808 | $443K |
| Rhumbline Advisers | 0.00% | Reduce -0.1% | 11,370 | $426K |
| Gsa Capital Partners LLP | 0.03% | Add +3.6% | 9,684 | $363K |
| Baird Financial Group, Inc. | 0.00% | Reduce -9.8% | 9,240 | $347K |
| Kestra Advisory Services, LLC | 0.00% | No change | 9,200 | $345K |
| Mattern Wealth Management LLC | 0.07% | No change | 8,000 | $300K |
| Globeflex Capital L P | 0.03% | Reduce -26.6% | 7,928 | $297K |
| UBS Group AG | 0.00% | Reduce -10.7% | 7,793 | $292K |
| Two Sigma Advisers, LP | 0.00% | Add +5.6% | 7,600 | $285K |
| Two Sigma Investments, LP | 0.00% | Add +17.2% | 7,499 | $281K |
| Quadrature Capital Ltd | 0.00% | New | 6,674 | $247K |
| 1834 Investment Advisors Co. | 0.03% | Add +0.7% | 6,461 | $242K |
| Thompson Investment Management, Inc. | 0.03% | No change | 6,020 | $226K |
| Man Group plc | 0.00% | New | 5,935 | $223K |
| Bank of America Corp. | 0.00% | Reduce -49.0% | 5,519 | $207K |
| MetLife Investment Management, LLC | 0.00% | No change | 4,273 | $160K |
| BNP Paribas Financial Markets | 0.00% | Add +73.0% | 3,930 | $147K |
| American International Group, Inc. | 0.00% | Reduce -0.8% | 3,873 | $145K |
| New York State Common Retirement Fund | 0.00% | No change | 3,866 | $145K |
| US Bancorp \de | 0.00% | No change | 3,800 | $143K |
| Russell Investments Group, Ltd. | 0.00% | No change | 3,467 | $130K |
| SG Americas Securities, LLC | 0.00% | Reduce -35.5% | 2,761 | $104K |
| Wells Fargo & Company | 0.00% | Add +14.8% | 2,773 | $104K |
| Deutsche Bank AG | 0.00% | No change | 2,385 | $89K |
| Citigroup Inc. | 0.00% | Add +21.1% | 1,885 | $71K |
| Lazard Asset Management LLC | 0.00% | New | 1,604 | $60K |
| Mendota Financial Group, LLC | 0.02% | No change | 800 | $30K |
| California State Teachers Retirement System | 0.00% | Reduce -39.0% | 790 | $30K |
| Legal & General Group Plc | 0.00% | No change | 683 | $26K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 601 | $23K |
| FMR LLC | 0.00% | Add +7.5% | 562 | $21K |
| Metropolitan Life Insurance Co | 0.00% | No change | 496 | $19K |
| Amalgamated Bank | 0.00% | Reduce -60.1% | 279 | $10K |
| Harbour Investments, Inc. | 0.00% | Reduce -19.6% | 214 | $8K |
| Atwood & Palmer Inc. | 0.00% | No change | 200 | $8K |
| GAMMA Investing LLC | 0.00% | No change | 160 | $6K |
| Qube Research & Technologies Ltd | 0.00% | Add +5033.3% | 154 | $6K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -89.4% | 81 | $3K |
| Covestor Ltd | 0.00% | Reduce -37.0% | 17 | $1K |
| Avior Wealth Management, LLC | 0.00% | New | 2 | $75 |
| Cwm, LLC | 0.00% | New | 13 | $0 |
"% of holder's portfolio" is FBIZ's weight in each manager's 13F, not the share of First Business Financial Ser the manager owns.