First Business Financial SerFBIZ
13F holders, Q1 2025 (March 31)116holders +12
20new positions
8sold out
3famous investors
$47.15avg. 13F price*
At the end of Q1 2025, 116 institutions reported holding First Business Financial Ser (FBIZ) in their 13F filings, up 12 from Q4 2024. 20 opened new positions and 8 sold out. The largest holders were BlackRock, Inc. ($47.4M), Dimensional Fund Advisors LP ($24.3M) and Vanguard Group Inc. ($21.2M). 3 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $3.9M |
| Exits | 8 | $5.4M |
All 13F filers, Q4 2024 → Q1 2025: 417,100 shares bought and 368,797 shares sold, net +48,303 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 116 holders
| BlackRock, Inc. | 0.00% | Add +15.7% | 1,005,110 | $47.4M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -4.3% | 515,450 | $24.3M |
| Vanguard Group Inc. | 0.00% | Add +12.3% | 449,280 | $21.2M |
| First Business Financial Services, Inc. | 1.83% | Add +4.7% | 393,819 | $18.6M |
| Banc Funds Co. LLC | 1.71% | Reduce -17.7% | 274,277 | $12.9M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +0.8% | 265,681 | $12.5M |
| Geode Capital Management, LLC | 0.00% | Add +3.5% | 177,564 | $8.4M |
| Cutler Capital Management, LLC | 3.25% | Add +1.4% | 155,399 | $7.3M |
| Pacific Ridge Capital Partners, LLC | 1.87% | Reduce -4.8% | 150,123 | $7.1M |
| American Century Companies Inc. | 0.00% | Add +30.6% | 146,230 | $6.9M |
| State Street Corp. | 0.00% | Add +1.7% | 145,001 | $6.8M |
| Renaissance Technologies | 0.01% | Reduce -3.8% | 142,265 | $6.7M |
| M3F, Inc. | 1.21% | Reduce -3.6% | 93,618 | $4.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -7.6% | 90,814 | $4.3M |
| Northern Trust Corp. | 0.00% | Reduce -2.8% | 87,363 | $4.1M |
| Bridgeway Capital Management, LLC | 0.10% | Reduce -3.8% | 86,971 | $4.1M |
| LSV Asset Management | 0.01% | Reduce -8.7% | 86,025 | $4.1M |
| Hillsdale Investment Management Inc. | 0.19% | Add +52.5% | 80,271 | $3.8M |
| De Lisle Partners LLP | 0.58% | Add +5.3% | 74,640 | $3.5M |
| Federated Hermes, Inc. | 0.01% | Add +0.6% | 70,279 | $3.3M |
| Poehling Capital Management, INC. | 0.70% | No change | 58,327 | $2.8M |
| Invesco Ltd. | 0.00% | Reduce -31.7% | 57,769 | $2.7M |
| Vista Investment Management | 0.99% | Reduce -2.9% | 53,736 | $2.5M |
| Acadian Asset Management LLC | 0.01% | Reduce -18.9% | 49,214 | $2.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -14.1% | 46,960 | $2.2M |
| Rosenthal | Henry Capital Advisors, Inc. | 2.14% | No change | 45,000 | $2.1M |
| Empowered Funds, LLC | 0.03% | Reduce -7.7% | 41,571 | $2.0M |
| Franklin Resources Inc. | 0.00% | Reduce -28.7% | 41,222 | $1.9M |
| Morgan Stanley | 0.00% | Reduce -7.8% | 39,403 | $1.9M |
| Uncommon Cents Investing LLC | 0.48% | Reduce -3.7% | 34,883 | $1.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.1% | 32,424 | $1.5M |
| Barclays PLC | 0.00% | Reduce -14.7% | 25,571 | $1.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -10.4% | 24,189 | $1.1M |
| Gator Capital Management, LLC | 0.43% | No change | 23,650 | $1.1M |
| Two Sigma Investments, LP | 0.00% | Add +22.7% | 23,405 | $1.1M |
| Nuveen, LLC | 0.00% | — | 23,004 | $1.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +3.0% | 22,166 | $1.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -55.8% | 22,096 | $1.0M |
| Baird Financial Group, Inc. | 0.00% | No change | 21,240 | $1.0M |
| Millennium Management | 0.00% | Add +48.1% | 19,288 | $909K |
| US Bancorp \de | 0.00% | Reduce -0.2% | 17,884 | $843K |
| Informed Momentum Co LLC | 0.14% | New | 17,624 | $831K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +1.1% | 16,576 | $782K |
| Two Sigma Advisers, LP | 0.00% | Add +6.3% | 15,300 | $721K |
| HSBC Holdings PLC | 0.00% | Add +4.0% | 14,599 | $689K |
| Royal Bank of Canada | 0.00% | Add +3.3% | 13,677 | $645K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +8.6% | 13,226 | $624K |
| Lazard Asset Management LLC | 0.00% | Add +93.6% | 13,136 | $619K |
| Qube Research & Technologies Ltd | 0.00% | Add +48.1% | 12,967 | $611K |
| Creative Planning | 0.00% | Add +74.2% | 12,113 | $571K |
| Rhumbline Advisers | 0.00% | Add +1.3% | 11,483 | $541K |
| Osaic Holdings, Inc. | 0.00% | Add +14275.7% | 10,638 | $502K |
| Susquehanna International Group, LLP | 0.00% | Add +125.0% | 10,533 | $497K |
| Zacks Investment Management | 0.00% | New | 9,937 | $469K |
| AQR Capital Management | 0.00% | Add +104.5% | 9,635 | $454K |
| Kestra Advisory Services, LLC | 0.00% | No change | 9,200 | $434K |
| Man Group plc | 0.00% | Reduce -27.0% | 9,135 | $431K |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -14.2% | 8,538 | $403K |
| Prudential Financial Inc. | 0.00% | New | 8,254 | $389K |
| Mattern Wealth Management LLC | 0.08% | No change | 8,000 | $377K |
| Martingale Asset Management L P | 0.01% | Reduce -38.5% | 7,901 | $373K |
| Gsa Capital Partners LLP | 0.03% | Reduce -32.7% | 7,891 | $372K |
| Bank of America Corp. | 0.00% | Reduce -31.6% | 7,865 | $371K |
| Deutsche Bank AG | 0.00% | Reduce -18.8% | 7,442 | $351K |
| Citigroup Inc. | 0.00% | Reduce -7.1% | 6,869 | $324K |
| 1834 Investment Advisors Co. | 0.04% | Add +0.6% | 6,617 | $312K |
| Johnson Financial Group, Inc. | 0.01% | New | 6,196 | $292K |
| Thompson Investment Management, Inc. | 0.04% | No change | 6,020 | $284K |
| Los Angeles Capital Management LLC | 0.00% | New | 5,987 | $282K |
| Cubist Systematic Strategies, LLC | 0.00% | New | 5,479 | $258K |
| EntryPoint Capital, LLC | 0.12% | New | 5,402 | $255K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -20.0% | 5,363 | $253K |
| Integrated Quantitative Investments LLC | 0.12% | New | 5,000 | $236K |
| First Trust Advisors LP | 0.00% | Reduce -0.6% | 4,982 | $235K |
| Beese Fulmer Investment Management, Inc. | 0.02% | No change | 4,750 | $224K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +5.2% | 4,711 | $222K |
| PDT Partners, LLC | 0.02% | Reduce -18.7% | 4,691 | $221K |
| Wells Fargo & Company | 0.00% | Add +2.2% | 4,679 | $221K |
| ERn Financial, LLC | 0.03% | No change | 4,615 | $218K |
| MetLife Investment Management, LLC | 0.00% | Reduce -3.4% | 4,609 | $217K |
| Intech Investment Management LLC | 0.00% | New | 4,435 | $209K |
| UBS Group AG | 0.00% | Add +4.1% | 4,368 | $206K |
| Engineers Gate Manager LP | 0.00% | New | 4,336 | $204K |
| Jump Financial, LLC | 0.00% | New | 4,300 | $203K |
| New York State Common Retirement Fund | 0.00% | No change | 3,866 | $182K |
| Corebridge Financial, Inc. | 0.00% | Reduce -1.4% | 3,859 | $182K |
| SG Americas Securities, LLC | 0.00% | Reduce -17.8% | 2,804 | $132K |
| Harbor Capital Advisors, Inc. | 0.01% | New | 2,595 | $122K |
| Virtus Advisers, LLC | 0.07% | New | 2,133 | $101K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 1,878 | $89K |
| BNP Paribas Financial Markets | 0.00% | Reduce -14.3% | 1,870 | $88K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -13.1% | 1,529 | $72K |
| Cwm, LLC | 0.00% | Add +48.7% | 913 | $43K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +33.3% | 801 | $38K |
| Legal & General Group Plc | 0.00% | No change | 683 | $32K |
| FMR LLC | 0.00% | Add +7.7% | 657 | $31K |
| California State Teachers Retirement System | 0.00% | No change | 571 | $27K |
| Picton Mahoney Asset Management | 0.00% | Reduce -31.4% | 434 | $21K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +167.1% | 414 | $20K |
| Amalgamated Bank | 0.00% | No change | 279 | $13K |
| Coldstream Capital Management Inc. | 0.00% | New | 236 | $11K |
| Harbour Investments, Inc. | 0.00% | Add +0.4% | 232 | $11K |
| Versant Capital Management, Inc | 0.00% | No change | 223 | $11K |
| Hollencrest Capital Management | 0.00% | New | 205 | $10K |
| GAMMA Investing LLC | 0.00% | Add +20.1% | 197 | $9K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.00% | New | 193 | $9K |
| Sterling Capital Management LLC | 0.00% | Reduce -46.1% | 130 | $6K |
| IFP Advisors, Inc | 0.00% | Reduce -0.8% | 117 | $6K |
| Simplex Trading, LLC | 0.00% | Add +10400.0% | 105 | $4K |
| Covestor Ltd | 0.00% | Reduce -35.0% | 39 | $2K |
| Quadrant Capital Group LLC | 0.00% | New | 38 | $2K |
| PNC Financial Services Group, Inc. | 0.00% | New | 34 | $2K |
| Signaturefd, LLC | 0.00% | Add +222.2% | 29 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 14 | $661 |
| Larson Financial Group LLC | 0.00% | New | 14 | $660 |
| EverSource Wealth Advisors, LLC | 0.00% | Add +100.0% | 4 | $189 |
"% of holder's portfolio" is FBIZ's weight in each manager's 13F, not the share of First Business Financial Ser the manager owns.