First Business Financial SerFBIZ
13F holders, Q4 2024 (December 31)104holders +10
15new positions
8sold out
4famous investors
$46.29avg. 13F price*
At the end of Q4 2024, 104 institutions reported holding First Business Financial Ser (FBIZ) in their 13F filings, up 10 from Q3 2024. 15 opened new positions and 8 sold out. The largest holders were BlackRock, Inc. ($40.2M), Dimensional Fund Advisors LP ($24.9M) and Vanguard Group Inc. ($18.5M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- First Business Financial Ser
- CUSIP
- 319390100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $6.2M |
| Exits | 8 | $3.2M |
All 13F filers, Q3 2024 → Q4 2024: 537,319 shares bought and 290,274 shares sold, net +247,045 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 104 holders
| BlackRock, Inc. | 0.00% | Add +20.0% | 869,086 | $40.2M |
| Dimensional Fund Advisors LP | 0.01% | Add +0.2% | 538,798 | $24.9M |
| Vanguard Group Inc. | 0.00% | Reduce -2.4% | 400,026 | $18.5M |
| First Business Financial Services, Inc. | 1.72% | Add +2.8% | 376,088 | $17.4M |
| Banc Funds Co. LLC | 1.70% | Reduce -17.0% | 333,443 | $15.4M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -1.4% | 263,702 | $12.2M |
| Geode Capital Management, LLC | 0.00% | Reduce -1.1% | 171,570 | $7.9M |
| Pacific Ridge Capital Partners, LLC | 1.68% | Add +3.9% | 157,761 | $7.3M |
| Cutler Capital Management, LLC | 3.18% | Reduce -0.2% | 153,199 | $7.1M |
| Renaissance Technologies | 0.01% | Reduce -8.6% | 147,865 | $6.8M |
| State Street Corp. | 0.00% | Add +4.3% | 142,616 | $6.6M |
| American Century Companies Inc. | 0.00% | Add +43.5% | 111,980 | $5.2M |
| Alliancebernstein L.P. | 0.00% | Reduce -6.2% | 98,314 | $4.6M |
| M3F, Inc. | 1.30% | Reduce -37.0% | 97,152 | $4.5M |
| LSV Asset Management | 0.01% | Reduce -10.4% | 94,225 | $4.4M |
| Bridgeway Capital Management, LLC | 0.09% | Add +2.4% | 90,421 | $4.2M |
| Northern Trust Corp. | 0.00% | Reduce -2.7% | 89,921 | $4.2M |
| Invesco Ltd. | 0.00% | New | 84,622 | $3.9M |
| De Lisle Partners LLP | 0.48% | Add +6.1% | 70,866 | $3.3M |
| Federated Hermes, Inc. | 0.01% | Add +5.0% | 69,878 | $3.2M |
| Hotchkis & Wiley Capital Management LLC | 0.01% | Reduce -3.9% | 63,319 | $2.9M |
| Acadian Asset Management LLC | 0.01% | Add +7.0% | 60,642 | $2.8M |
| Poehling Capital Management, INC. | 0.66% | No change | 58,327 | $2.7M |
| Franklin Resources Inc. | 0.00% | Reduce -35.1% | 57,829 | $2.7M |
| Vista Investment Management | 0.97% | Reduce -3.9% | 55,362 | $2.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +22.6% | 54,642 | $2.5M |
| Hillsdale Investment Management Inc. | 0.12% | Add +1646.6% | 52,642 | $2.4M |
| JPMorgan Chase & Co. | 0.00% | Add +104.4% | 50,018 | $2.3M |
| Empowered Funds, LLC | 0.03% | Add +5.0% | 45,021 | $2.1M |
| Rosenthal | Henry Capital Advisors, Inc. | 1.93% | No change | 45,000 | $2.1M |
| Morgan Stanley | 0.00% | Add +8.9% | 42,725 | $2.0M |
| Uncommon Cents Investing LLC | 0.50% | Add +0.2% | 36,220 | $1.7M |
| Bank of New York Mellon Corp | 0.00% | Add +5.3% | 33,109 | $1.5M |
| Fourthstone LLC | 0.27% | Add +254.8% | 30,239 | $1.4M |
| Barclays PLC | 0.00% | Add +7.4% | 29,981 | $1.4M |
| Ameriprise Financial Inc. | 0.00% | Add +146.7% | 26,990 | $1.2M |
| Gator Capital Management, LLC | 0.41% | Reduce -0.8% | 23,650 | $1.1M |
| Nuveen Asset Management, LLC | 0.00% | No change | 23,004 | $1.1M |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 21,524 | $996K |
| Baird Financial Group, Inc. | 0.00% | No change | 21,240 | $983K |
| Two Sigma Investments, LP | 0.00% | Add +28.6% | 19,076 | $883K |
| US Bancorp \de | 0.00% | Add +371.7% | 17,925 | $830K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +136.8% | 16,398 | $759K |
| Two Sigma Advisers, LP | 0.00% | Add +44.0% | 14,400 | $667K |
| HSBC Holdings PLC | 0.00% | Add +2.1% | 14,043 | $655K |
| Royal Bank of Canada | 0.00% | Add +2.2% | 13,246 | $613K |
| Millennium Management | 0.00% | Reduce -18.5% | 13,025 | $603K |
| Martingale Asset Management L P | 0.01% | Add +5.2% | 12,854 | $595K |
| Man Group plc | 0.00% | Add +74.6% | 12,517 | $579K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.6% | 12,179 | $564K |
| Gsa Capital Partners LLP | 0.04% | Add +18.5% | 11,730 | $543K |
| Bank of America Corp. | 0.00% | Add +58.0% | 11,504 | $533K |
| Rhumbline Advisers | 0.00% | Add +0.5% | 11,336 | $525K |
| Jacobs Levy Equity Management, Inc. | 0.00% | New | 9,954 | $461K |
| Kestra Advisory Services, LLC | 0.00% | No change | 9,200 | $426K |
| Deutsche Bank AG | 0.00% | Add +53.3% | 9,160 | $424K |
| Riverwater Partners LLC | 0.20% | Reduce -25.8% | 9,084 | $421K |
| Qube Research & Technologies Ltd | 0.00% | New | 8,753 | $405K |
| Mattern Wealth Management LLC | 0.08% | No change | 8,000 | $370K |
| Citigroup Inc. | 0.00% | Add +7.7% | 7,395 | $342K |
| Creative Planning | 0.00% | Add +46.4% | 6,953 | $322K |
| Lazard Asset Management LLC | 0.00% | Add +49.7% | 6,785 | $314K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -24.3% | 6,701 | $310K |
| 1834 Investment Advisors Co. | 0.04% | Add +0.5% | 6,581 | $305K |
| Thompson Investment Management, Inc. | 0.04% | No change | 6,020 | $279K |
| PDT Partners, LLC | 0.02% | New | 5,773 | $267K |
| Citadel Advisors | 0.00% | New | 5,362 | $248K |
| First Trust Advisors LP | 0.00% | New | 5,014 | $232K |
| MetLife Investment Management, LLC | 0.00% | No change | 4,769 | $221K |
| Beese Fulmer Investment Management, Inc. | 0.02% | No change | 4,750 | $220K |
| AQR Capital Management | 0.00% | New | 4,711 | $218K |
| Susquehanna International Group, LLP | 0.00% | New | 4,682 | $217K |
| ERn Financial, LLC | 0.03% | No change | 4,615 | $214K |
| Wells Fargo & Company | 0.00% | Add +28.7% | 4,577 | $212K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.8% | 4,477 | $207K |
| UBS Group AG | 0.00% | Add +12.9% | 4,195 | $194K |
| Atlatl Advisers LLC | 0.11% | — | 4,100 | $190K |
| Corebridge Financial, Inc. | 0.00% | Reduce -7.0% | 3,915 | $181K |
| New York State Common Retirement Fund | 0.00% | No change | 3,866 | $179K |
| SG Americas Securities, LLC | 0.00% | Add +24.8% | 3,412 | $158K |
| BNP Paribas Financial Markets | 0.00% | Add +28.9% | 2,183 | $101K |
| Virtus Investment Advisers, LLC | 0.08% | New | 2,050 | $95K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | — | 1,878 | $87K |
| Public Employees Retirement System of Ohio | 0.00% | New | 1,760 | $81K |
| R Squared Ltd | 0.05% | — | 1,060 | $49K |
| Mendota Financial Group, LLC | 0.02% | No change | 800 | $37K |
| Legal & General Group Plc | 0.00% | No change | 683 | $32K |
| Picton Mahoney Asset Management | 0.00% | Add +34.7% | 633 | $29K |
| FMR LLC | 0.00% | Add +15.3% | 610 | $28K |
| Cwm, LLC | 0.00% | Add +13.7% | 614 | $28K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 601 | $28K |
| California State Teachers Retirement System | 0.00% | No change | 571 | $26K |
| Amalgamated Bank | 0.00% | No change | 279 | $13K |
| Sterling Capital Management LLC | 0.00% | Add +864.0% | 241 | $11K |
| Harbour Investments, Inc. | 0.00% | No change | 231 | $11K |
| Versant Capital Management, Inc | 0.00% | New | 223 | $10K |
| GAMMA Investing LLC | 0.00% | Add +2.5% | 164 | $8K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -59.6% | 155 | $7K |
| IFP Advisors, Inc | 0.00% | Add +0.8% | 118 | $5K |
| Osaic Holdings, Inc. | 0.00% | New | 74 | $3K |
"% of holder's portfolio" is FBIZ's weight in each manager's 13F, not the share of First Business Financial Ser the manager owns.