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
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $2.6M |
| Exits | 13 | $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 |
| Hollencrest Capital Management | 0.00% | Add +198.1% | 611 | $31K |
| California State Teachers Retirement System | 0.00% | No change | 571 | $29K |
| Point72 (DIFC) Ltd | 0.00% | New | 385 | $20K |
| GAMMA Investing LLC | 0.00% | Add +44.7% | 285 | $14K |
| Amalgamated Bank | 0.00% | No change | 279 | $14K |
| Harbour Investments, Inc. | 0.00% | Add +0.9% | 234 | $12K |
| Versant Capital Management, Inc | 0.00% | No change | 223 | $11K |
| Sterling Capital Management LLC | 0.00% | Add +55.4% | 202 | $10K |
| IFP Advisors, Inc | 0.00% | Add +13.7% | 133 | $8K |
| Essential Partners LLC | 0.00% | — | 37 | $2K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 34 | $2K |
| Signaturefd, LLC | 0.00% | Reduce -17.2% | 24 | $1K |
| Covestor Ltd | 0.00% | Reduce -28.2% | 28 | $1K |
| Allworth Financial LP | 0.00% | New | 15 | $760 |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 14 | $710 |
| Assetmark, Inc. | 0.00% | New | 8 | $405 |
| Nisa Investment Advisors, LLC | 0.00% | New | 5 | $253 |
"% of holder's portfolio" is FBIZ's weight in each manager's 13F, not the share of First Business Financial Ser the manager owns.