First Business Financial SerFBIZ

13F holders, Q2 2025 (June 30)
117holders +1
13new positions
13sold out
4famous investors
$50.67avg. 13F price*

At the end of Q2 2025, 117 institutions reported holding First Business Financial Ser (FBIZ) in their 13F filings, up 1 from Q1 2025. 13 opened new positions and 13 sold out. The largest holders were BlackRock, Inc. ($48.0M), Dimensional Fund Advisors LP ($25.8M) and Vanguard Group Inc. ($22.9M). 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

050100150 Q1 2024: 84Q1 2024Q2 2024: 88Q2 2024Q3 2024: 94Q3 2024Q4 2024: 104Q4 2024Q1 2025: 116Q1 2025Q2 2025: 117Q2 2025Q3 2025: 136Q3 2025Q4 2025: 139Q4 2025Q1 2026: 144Q1 2026Q2 2026: 141Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions13$2.6M
Exits13$2.3M

All 13F filers, Q1 2025 → Q2 2025: 265,808 shares bought and 236,441 shares sold, net +29,367 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 117 holders

BlackRock, Inc. 0.00% Reduce -5.8% 946,767 $48.0M
Dimensional Fund Advisors LP 0.01% Reduce -1.2% 509,384 $25.8M
Vanguard Group Inc. 0.00% Add +0.4% 451,182 $22.9M
First Business Financial Services, Inc. 1.80% Add +0.2% 394,491 $20.0M
Banc Funds Co. LLC 2.03% Reduce -3.6% 264,477 $13.4M
Manufacturers Life Insurance Company, The 0.01% Reduce -2.1% 260,094 $13.2M
Geode Capital Management, LLC 0.00% Add +4.4% 185,361 $9.4M
American Century Companies Inc. 0.00% Add +17.3% 171,490 $8.7M
Cutler Capital Management, LLC 3.38% Add +0.3% 155,799 $7.9M
State Street Corp. 0.00% Add +7.4% 155,711 $7.9M
Renaissance Technologies 0.01% Add +5.9% 150,665 $7.6M
Pacific Ridge Capital Partners, LLC 1.79% Reduce -1.4% 147,944 $7.5M
Hillsdale Investment Management Inc. 0.19% Add +29.6% 104,071 $5.3M
M3F, Inc. 1.38% Add +3.1% 96,561 $4.9M
De Lisle Partners LLP 0.63% Add +18.8% 88,640 $4.5M
LSV Asset Management 0.01% No change 86,025 $4.4M
Bridgeway Capital Management, LLC 0.10% Reduce -5.8% 81,905 $4.1M
Northern Trust Corp. 0.00% Reduce -8.1% 80,266 $4.1M
Alliancebernstein L.P. 0.00% Reduce -20.9% 71,834 $3.6M
Federated Hermes, Inc. 0.01% Add +1.4% 71,254 $3.6M
Poehling Capital Management, INC. 0.69% No change 58,327 $3.0M
Invesco Ltd. 0.00% Add +0.7% 58,169 $2.9M
Vista Investment Management 1.00% Reduce -0.5% 53,451 $2.7M
Morgan Stanley 0.00% Add +21.7% 47,936 $2.4M
Acadian Asset Management LLC 0.00% Reduce -6.7% 45,904 $2.3M
Rosenthal | Henry Capital Advisors, Inc. 2.30% No change 45,000 $2.3M
Ameriprise Financial Inc. 0.00% Add +85.0% 44,746 $2.3M
Two Sigma Investments, LP 0.00% Add +72.1% 40,273 $2.0M
Empowered Funds, LLC 0.02% Reduce -12.2% 36,505 $1.8M
Uncommon Cents Investing LLC 0.46% Reduce -1.9% 34,223 $1.7M
Bank of New York Mellon Corp 0.00% Add +3.2% 33,458 $1.7M
Goldman Sachs Group Inc. 0.00% Reduce -29.1% 33,305 $1.7M
Barclays PLC 0.00% Add +16.8% 29,853 $1.5M
Millennium Management 0.00% Add +49.9% 28,913 $1.5M
Royal Bank of Canada 0.00% Add +89.9% 25,972 $1.3M
AQR Capital Management 0.00% Add +155.8% 24,645 $1.2M
Gator Capital Management, LLC 0.37% No change 23,650 $1.2M
Charles Schwab Investment Management Inc. 0.00% Add +3.1% 22,855 $1.2M
Franklin Resources Inc. 0.00% Reduce -46.7% 21,974 $1.1M
Qube Research & Technologies Ltd 0.00% Add +68.7% 21,871 $1.1M
Baird Financial Group, Inc. 0.00% No change 21,240 $1.1M
Nuveen, LLC 0.00% Reduce -17.9% 18,897 $957K
US Bancorp \de 0.00% No change 17,884 $906K
Two Sigma Advisers, LP 0.00% Add +3.9% 15,900 $805K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -1.1% 13,084 $716K
Los Angeles Capital Management LLC 0.00% Add +133.1% 13,957 $707K
HSBC Holdings PLC 0.00% Reduce -6.6% 13,642 $696K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -19.8% 13,289 $673K
Citadel Advisors 0.00% New 12,611 $639K
Lazard Asset Management LLC 0.00% Reduce -5.5% 12,408 $628K
Creative Planning 0.00% Reduce -1.1% 11,983 $607K
Rhumbline Advisers 0.00% Add +1.7% 11,682 $592K
Osaic Holdings, Inc. 0.00% Reduce -0.5% 10,584 $536K
JPMorgan Chase & Co. 0.00% Reduce -53.0% 10,392 $526K
Zacks Investment Management 0.00% Reduce -2.1% 9,727 $493K
Susquehanna International Group, LLP 0.00% Reduce -8.8% 9,601 $486K
Kestra Advisory Services, LLC 0.00% No change 9,200 $466K
Jacobs Levy Equity Management, Inc. 0.00% Reduce -4.7% 8,137 $412K
Mattern Wealth Management LLC 0.08% No change 8,000 $405K
Engineers Gate Manager LP 0.01% Add +81.9% 7,889 $400K
Man Group plc 0.00% Reduce -14.8% 7,778 $394K
Prudential Financial Inc. 0.00% Reduce -6.1% 7,750 $393K
Martingale Asset Management L P 0.01% Reduce -6.4% 7,394 $375K
Bank of America Corp. 0.00% Reduce -13.0% 6,843 $347K
1834 Investment Advisors Co. 0.04% Add +0.6% 6,656 $337K
Jane Street Group, LLC 0.00% New 6,630 $336K
Thompson Investment Management, Inc. 0.04% No change 6,020 $305K
UBS Group AG 0.00% Add +34.5% 5,875 $298K
Jump Financial, LLC 0.00% Add +28.4% 5,522 $280K
EntryPoint Capital, LLC 0.14% Add +1.7% 5,495 $278K
Deutsche Bank AG 0.00% Reduce -27.0% 5,436 $275K
R Squared Ltd 0.15% New 5,421 $275K
Russell Investments Group, Ltd. 0.00% Reduce -0.1% 5,360 $272K
First Trust Advisors LP 0.00% Add +6.6% 5,309 $269K
Wells Fargo & Company 0.00% Add +9.8% 5,140 $260K
State of Wisconsin Investment Board 0.00% New 5,115 $259K
Integrated Quantitative Investments LLC 0.07% No change 5,000 $253K
Beese Fulmer Investment Management, Inc. 0.02% No change 4,750 $241K
Panagora Asset Management Inc. 0.00% New 4,633 $235K
ERn Financial, LLC 0.05% No change 4,615 $234K
MetLife Investment Management, LLC 0.00% No change 4,609 $233K
Semanteon Capital Management, LP 0.35% New 4,580 $232K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -7.7% 4,350 $220K
Cubist Systematic Strategies, LLC 0.00% Reduce -23.3% 4,205 $213K
Atlatl Advisers LLC 0.10% New 4,100 $208K
Citigroup Inc. 0.00% Reduce -41.7% 4,007 $203K
T. Rowe Price Associates Inc. 0.00% New 3,935 $200K
New York State Common Retirement Fund 0.00% No change 3,866 $196K
Quantbot Technologies LP 0.00% New 2,893 $147K
Harbor Capital Advisors, Inc. 0.01% Add +11.1% 2,883 $146K
Virtus Advisers, LLC 0.07% No change 2,133 $108K
BNP Paribas Financial Markets 0.00% Add +5.8% 1,978 $100K
Tower Research Capital LLC (TRC) 0.00% Add +356.5% 1,890 $96K
Police & Firemen's Retirement System of New Jersey 0.00% No change 1,878 $95K
Cwm, LLC 0.00% Add +73.0% 1,579 $80K
Public Employees Retirement System of Ohio 0.00% No change 1,529 $77K
EverSource Wealth Advisors, LLC 0.00% Add +32175.0% 1,291 $65K
Ameritas Investment Partners, Inc. 0.00% No change 801 $41K
Legal & General Group Plc 0.00% Add +6.0% 724 $37K
FMR LLC 0.00% Reduce -2.3% 642 $33K

"% of holder's portfolio" is FBIZ's weight in each manager's 13F, not the share of First Business Financial Ser the manager owns.

Show all 117 holders