First Business Financial SerFBIZ
13F holders, Q2 2024 (June 30)88holders +4
8new positions
6sold out
2famous investors
$36.98avg. 13F price*
At the end of Q2 2024, 88 institutions reported holding First Business Financial Ser (FBIZ) in their 13F filings, up 4 from Q1 2024. 8 opened new positions and 6 sold out. The largest holders were BlackRock Inc. ($25.2M), Dimensional Fund Advisors LP ($19.9M) and Banc Funds Co. LLC ($16.3M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $755K |
| Exits | 6 | $573K |
All 13F filers, Q1 2024 → Q2 2024: 121,294 shares bought and 119,017 shares sold, net +2,277 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 88 holders
| BlackRock Inc. | 0.00% | Add +2.4% | 680,513 | $25.2M |
| Dimensional Fund Advisors LP | 0.01% | Add +1.5% | 537,808 | $19.9M |
| Banc Funds Co. LLC | 1.93% | Reduce -4.0% | 439,530 | $16.3M |
| Vanguard Group Inc. | 0.00% | Add +6.4% | 384,337 | $14.2M |
| First Business Financial Services, Inc. | 1.39% | Add +1.0% | 353,718 | $13.1M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -0.8% | 274,936 | $10.2M |
| M3F, Inc. | 2.99% | Reduce -1.2% | 218,082 | $8.1M |
| Geode Capital Management, LLC | 0.00% | Add +4.7% | 171,204 | $6.3M |
| Pacific Ridge Capital Partners, LLC | 1.45% | Reduce -4.0% | 163,049 | $6.0M |
| Renaissance Technologies | 0.01% | Add +0.2% | 153,765 | $5.7M |
| Cutler Capital Management, LLC | 2.75% | Add +0.4% | 153,499 | $5.7M |
| State Street Corp. | 0.00% | Add +6.9% | 134,083 | $5.0M |
| Alliancebernstein L.P. | 0.00% | Add +0.6% | 118,101 | $4.4M |
| LSV Asset Management | 0.01% | Reduce -0.2% | 109,025 | $4.0M |
| Franklin Resources Inc. | 0.00% | Reduce -22.6% | 104,075 | $3.8M |
| Northern Trust Corp. | 0.00% | Reduce -2.5% | 92,363 | $3.4M |
| Bridgeway Capital Management, LLC | 0.08% | Add +3.5% | 89,561 | $3.3M |
| Hotchkis & Wiley Capital Management LLC | 0.01% | Add +7.3% | 87,509 | $3.2M |
| American Century Companies Inc. | 0.00% | Add +0.0% | 66,729 | $2.5M |
| Federated Hermes, Inc. | 0.01% | Reduce -0.4% | 66,423 | $2.5M |
| Poehling Capital Management, INC. | 0.59% | No change | 58,327 | $2.2M |
| Vista Investment Management | 0.86% | Add +1.9% | 57,226 | $2.1M |
| Acadian Asset Management LLC | 0.01% | No change | 52,398 | $1.9M |
| De Lisle Partners LLP | 0.37% | No change | 46,591 | $1.7M |
| Rosenthal | Henry Capital Advisors, Inc. | 2.36% | No change | 45,000 | $1.7M |
| Empowered Funds, LLC | 0.03% | Add +7.5% | 44,161 | $1.6M |
| Bank of New York Mellon Corp | 0.00% | Add +5.6% | 37,891 | $1.4M |
| Uncommon Cents Investing LLC | 0.42% | Reduce -0.7% | 36,125 | $1.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -2.3% | 30,780 | $1.1M |
| Gator Capital Management, LLC | 0.45% | No change | 23,850 | $882K |
| Morgan Stanley | 0.00% | Reduce -9.9% | 23,505 | $869K |
| Nuveen Asset Management, LLC | 0.00% | No change | 23,004 | $851K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +4.0% | 21,524 | $796K |
| Barclays PLC | 0.00% | Reduce -12.5% | 19,412 | $718K |
| Invesco Ltd. | 0.00% | Add +6.9% | 18,079 | $669K |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -17.2% | 15,683 | $581K |
| Martingale Asset Management L P | 0.01% | No change | 14,522 | $537K |
| Royal Bank of Canada | 0.00% | Add +4.5% | 12,976 | $480K |
| Riverwater Partners LLC | 0.35% | Reduce -9.7% | 12,895 | $477K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.5% | 12,882 | $477K |
| HSBC Holdings PLC | 0.00% | Reduce -5.3% | 13,101 | $472K |
| Ameriprise Financial Inc. | 0.00% | No change | 11,808 | $437K |
| Rhumbline Advisers | 0.00% | Add +0.3% | 11,403 | $422K |
| Baird Financial Group, Inc. | 0.00% | No change | 9,240 | $342K |
| Kestra Advisory Services, LLC | 0.00% | No change | 9,200 | $340K |
| Two Sigma Advisers, LP | 0.00% | Add +21.1% | 9,200 | $340K |
| Two Sigma Investments, LP | 0.00% | Add +22.7% | 9,199 | $340K |
| Quadrature Capital Ltd | 0.01% | Add +33.9% | 8,936 | $330K |
| Mattern Wealth Management LLC | 0.07% | No change | 8,000 | $296K |
| Jane Street Group, LLC | 0.00% | New | 7,506 | $278K |
| Gsa Capital Partners LLP | 0.02% | Reduce -26.1% | 7,160 | $265K |
| Trexquant Investment LP | 0.00% | New | 7,023 | $260K |
| Bank of America Corp. | 0.00% | Add +23.8% | 6,833 | $253K |
| 1834 Investment Advisors Co. | 0.03% | Add +0.7% | 6,508 | $241K |
| Thompson Investment Management, Inc. | 0.03% | No change | 6,020 | $223K |
| JPMorgan Chase & Co. | 0.00% | Reduce -62.3% | 6,010 | $222K |
| Deutsche Bank AG | 0.00% | Add +150.6% | 5,977 | $221K |
| Man Group plc | 0.00% | Reduce -0.1% | 5,929 | $219K |
| Millennium Management | 0.00% | Reduce -59.3% | 5,742 | $212K |
| Squarepoint Ops LLC | 0.00% | New | 5,519 | $204K |
| MetLife Investment Management, LLC | 0.00% | Add +11.6% | 4,769 | $176K |
| Corebridge Financial, Inc. | 0.00% | — | 4,237 | $157K |
| New York State Common Retirement Fund | 0.00% | No change | 3,866 | $143K |
| US Bancorp \de | 0.00% | No change | 3,800 | $141K |
| Russell Investments Group, Ltd. | 0.00% | No change | 3,467 | $128K |
| Wells Fargo & Company | 0.00% | Add +23.1% | 3,413 | $126K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 3,254 | $120K |
| Citigroup Inc. | 0.00% | Add +29.9% | 2,449 | $91K |
| UBS Group AG | 0.00% | Reduce -69.0% | 2,412 | $89K |
| Lazard Asset Management LLC | 0.00% | Add +29.2% | 2,072 | $76K |
| BNP Paribas Financial Markets | 0.00% | Reduce -59.8% | 1,582 | $59K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +1708.6% | 1,465 | $54K |
| Mendota Financial Group, LLC | 0.02% | No change | 800 | $30K |
| Legal & General Group Plc | 0.00% | No change | 683 | $25K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 601 | $22K |
| California State Teachers Retirement System | 0.00% | Reduce -27.7% | 571 | $21K |
| FMR LLC | 0.00% | Reduce -7.7% | 519 | $19K |
| Cwm, LLC | 0.00% | Add +2184.6% | 297 | $11K |
| Picton Mahoney Asset Management | 0.00% | New | 275 | $10K |
| Amalgamated Bank | 0.00% | No change | 279 | $10K |
| Harbour Investments, Inc. | 0.00% | Add +7.9% | 231 | $9K |
| GAMMA Investing LLC | 0.00% | No change | 160 | $6K |
| Osaic Holdings, Inc. | 0.00% | New | 67 | $2K |
| Assetmark, Inc. | 0.00% | New | 35 | $1K |
| Covestor Ltd | 0.00% | Add +64.7% | 28 | $1K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -96.8% | 5 | $185 |
| Arax Advisory Partners | 0.00% | New | 2 | $74 |
| Innealta Capital, LLC | 0.00% | New | 1 | $37 |
"% of holder's portfolio" is FBIZ's weight in each manager's 13F, not the share of First Business Financial Ser the manager owns.