First Business Financial SerFBIZ
13F holders, Q3 2024 (September 30)94holders +6
12new positions
7sold out
2famous investors
$45.56avg. 13F price*
At the end of Q3 2024, 94 institutions reported holding First Business Financial Ser (FBIZ) in their 13F filings, up 6 from Q2 2024. 12 opened new positions and 7 sold out. The largest holders were BlackRock, Inc. ($33.0M), Dimensional Fund Advisors LP ($24.5M) and Vanguard Group Inc. ($18.7M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $4.0M |
| Exits | 7 | $1.2M |
All 13F filers, Q2 2024 → Q3 2024: 280,338 shares bought and 234,122 shares sold, net +46,216 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 94 holders
| BlackRock, Inc. | 0.00% | — | 724,448 | $33.0M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -0.0% | 537,672 | $24.5M |
| Vanguard Group Inc. | 0.00% | Add +6.6% | 409,758 | $18.7M |
| Banc Funds Co. LLC | 1.99% | Reduce -8.6% | 401,626 | $18.3M |
| First Business Financial Services, Inc. | 1.67% | Add +3.5% | 365,912 | $16.7M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -2.7% | 267,405 | $12.2M |
| Geode Capital Management, LLC | 0.00% | Add +1.3% | 173,404 | $7.9M |
| Renaissance Technologies | 0.01% | Add +5.2% | 161,765 | $7.4M |
| M3F, Inc. | 2.17% | Reduce -29.3% | 154,301 | $7.0M |
| Cutler Capital Management, LLC | 3.05% | No change | 153,499 | $7.0M |
| Pacific Ridge Capital Partners, LLC | 1.64% | Reduce -6.9% | 151,869 | $6.9M |
| State Street Corp. | 0.00% | Add +1.9% | 136,690 | $6.2M |
| LSV Asset Management | 0.01% | Reduce -3.5% | 105,225 | $4.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -11.3% | 104,814 | $4.8M |
| Northern Trust Corp. | 0.00% | Add +0.1% | 92,421 | $4.2M |
| Bridgeway Capital Management, LLC | 0.09% | Reduce -1.4% | 88,265 | $4.0M |
| Franklin Resources Inc. | 0.00% | Reduce -14.4% | 89,066 | $3.9M |
| American Century Companies Inc. | 0.00% | Add +16.9% | 78,023 | $3.6M |
| De Lisle Partners LLP | 0.49% | Add +43.3% | 66,774 | $3.0M |
| Federated Hermes, Inc. | 0.01% | Add +0.2% | 66,583 | $3.0M |
| Hotchkis & Wiley Capital Management LLC | 0.01% | Reduce -24.7% | 65,879 | $3.0M |
| Poehling Capital Management, INC. | 0.68% | No change | 58,327 | $2.7M |
| Vista Investment Management | 0.99% | Add +0.6% | 57,581 | $2.6M |
| Acadian Asset Management LLC | 0.01% | Add +8.1% | 56,653 | $2.6M |
| Rosenthal | Henry Capital Advisors, Inc. | 2.06% | No change | 45,000 | $2.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +44.8% | 44,556 | $2.0M |
| Empowered Funds, LLC | 0.03% | Reduce -2.9% | 42,865 | $2.0M |
| Morgan Stanley | 0.00% | Add +67.0% | 39,241 | $1.8M |
| Segall Bryant & Hamill, LLC | 0.02% | New | 36,345 | $1.7M |
| Uncommon Cents Investing LLC | 0.46% | Add +0.1% | 36,150 | $1.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -17.0% | 31,456 | $1.4M |
| Barclays PLC | 0.00% | Add +43.8% | 27,909 | $1.3M |
| JPMorgan Chase & Co. | 0.00% | Add +307.1% | 24,468 | $1.1M |
| Gator Capital Management, LLC | 0.48% | No change | 23,850 | $1.1M |
| Nuveen Asset Management, LLC | 0.00% | No change | 23,004 | $1.0M |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 21,524 | $981K |
| Baird Financial Group, Inc. | 0.00% | Add +129.9% | 21,240 | $968K |
| Millennium Management | 0.00% | Add +178.4% | 15,985 | $729K |
| Informed Momentum Co LLC | 0.10% | New | 15,001 | $684K |
| Two Sigma Investments, LP | 0.00% | Add +61.3% | 14,834 | $676K |
| HSBC Holdings PLC | 0.00% | Add +5.0% | 13,750 | $633K |
| Royal Bank of Canada | 0.00% | Reduce -0.1% | 12,964 | $590K |
| Martingale Asset Management L P | 0.01% | Reduce -15.9% | 12,214 | $557K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -6.0% | 12,112 | $552K |
| Riverwater Partners LLC | 0.26% | Reduce -5.0% | 12,244 | $525K |
| Rhumbline Advisers | 0.00% | Reduce -1.0% | 11,285 | $514K |
| Ameriprise Financial Inc. | 0.00% | Reduce -7.3% | 10,942 | $499K |
| Two Sigma Advisers, LP | 0.00% | Add +8.7% | 10,000 | $456K |
| Gsa Capital Partners LLP | 0.03% | Add +38.3% | 9,900 | $451K |
| Kestra Advisory Services, LLC | 0.00% | No change | 9,200 | $419K |
| Russell Investments Group, Ltd. | 0.00% | Add +155.2% | 8,848 | $403K |
| Fourthstone LLC | 0.09% | New | 8,524 | $389K |
| Trexquant Investment LP | 0.00% | Add +17.6% | 8,256 | $376K |
| Mattern Wealth Management LLC | 0.08% | No change | 8,000 | $365K |
| Bank of America Corp. | 0.00% | Add +6.6% | 7,283 | $332K |
| Man Group plc | 0.00% | Add +20.9% | 7,169 | $327K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 6,924 | $316K |
| Citigroup Inc. | 0.00% | Add +180.4% | 6,867 | $313K |
| 1834 Investment Advisors Co. | 0.03% | Add +0.6% | 6,547 | $298K |
| Thompson Investment Management, Inc. | 0.04% | No change | 6,020 | $274K |
| Deutsche Bank AG | 0.00% | No change | 5,977 | $272K |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -63.0% | 5,802 | $265K |
| Jane Street Group, LLC | 0.00% | Reduce -33.1% | 5,024 | $229K |
| MetLife Investment Management, LLC | 0.00% | No change | 4,769 | $217K |
| Beese Fulmer Investment Management, Inc. | 0.02% | New | 4,750 | $217K |
| Creative Planning | 0.00% | New | 4,748 | $216K |
| ERn Financial, LLC | 0.03% | New | 4,615 | $210K |
| Lazard Asset Management LLC | 0.00% | Add +118.8% | 4,533 | $206K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +31.3% | 4,271 | $195K |
| Corebridge Financial, Inc. | 0.00% | Reduce -0.6% | 4,211 | $192K |
| New York State Common Retirement Fund | 0.00% | No change | 3,866 | $176K |
| US Bancorp \de | 0.00% | No change | 3,800 | $173K |
| UBS Group AG | 0.00% | Add +54.1% | 3,716 | $169K |
| Wells Fargo & Company | 0.00% | Add +4.2% | 3,556 | $162K |
| Hillsdale Investment Management Inc. | 0.01% | New | 3,014 | $137K |
| SG Americas Securities, LLC | 0.00% | New | 2,733 | $125K |
| BNP Paribas Financial Markets | 0.00% | Add +7.0% | 1,693 | $77K |
| Mendota Financial Group, LLC | 0.02% | No change | 800 | $36K |
| Legal & General Group Plc | 0.00% | No change | 683 | $31K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 601 | $27K |
| California State Teachers Retirement System | 0.00% | No change | 571 | $26K |
| Cwm, LLC | 0.00% | Add +81.8% | 540 | $25K |
| FMR LLC | 0.00% | Add +1.9% | 529 | $24K |
| Picton Mahoney Asset Management | 0.00% | Add +70.9% | 470 | $21K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -73.8% | 384 | $18K |
| Amalgamated Bank | 0.00% | No change | 279 | $13K |
| Harbour Investments, Inc. | 0.00% | No change | 231 | $11K |
| GAMMA Investing LLC | 0.00% | No change | 160 | $7K |
| IFP Advisors, Inc | 0.00% | New | 117 | $5K |
| Sterling Capital Management LLC | 0.00% | — | 25 | $1K |
| Earned Wealth Advisors, LLC | 0.00% | New | 23 | $1K |
| Covestor Ltd | 0.00% | Add +3.6% | 29 | $1K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 12 | $547 |
| Arax Advisory Partners | 0.00% | No change | 2 | $92 |
"% of holder's portfolio" is FBIZ's weight in each manager's 13F, not the share of First Business Financial Ser the manager owns.