First Business Financial SerFBIZ

13F holders, Q3 2025 (September 30)
136holders +19
27new positions
8sold out
3famous investors
$51.26avg. 13F price*

At the end of Q3 2025, 136 institutions reported holding First Business Financial Ser (FBIZ) in their 13F filings, up 19 from Q2 2025. 27 opened new positions and 8 sold out. The largest holders were BlackRock, Inc. ($45.2M), Dimensional Fund Advisors LP ($25.9M) and Vanguard Group Inc. ($24.7M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management'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

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions27$6.3M
Exits8$2.6M

All 13F filers, Q2 2025 → Q3 2025: 443,625 shares bought and 371,704 shares sold, net +71,921 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 136 holders

BlackRock, Inc. 0.00% Reduce -6.8% 882,267 $45.2M
Dimensional Fund Advisors LP 0.01% Reduce -0.8% 505,577 $25.9M
Vanguard Group Inc. 0.00% Add +6.8% 481,681 $24.7M
First Business Financial Services, Inc. 1.76% Reduce -5.1% 374,233 $19.2M
Manufacturers Life Insurance Company, The 0.01% Reduce -2.0% 254,821 $13.1M
Geode Capital Management, LLC 0.00% Add +23.4% 228,703 $11.7M
American Century Companies Inc. 0.01% Add +15.6% 198,245 $10.2M
Banc Funds Co. LLC 1.73% Reduce -26.8% 193,524 $9.9M
State Street Corp. 0.00% Add +2.1% 158,961 $8.1M
Cutler Capital Management, LLC 3.18% Reduce -0.2% 155,493 $8.0M
Pacific Ridge Capital Partners, LLC 1.63% Reduce -2.2% 144,623 $7.4M
Renaissance Technologies 0.01% Reduce -6.0% 141,565 $7.3M
LSV Asset Management 0.01% Add +44.6% 124,389 $6.4M
De Lisle Partners LLP 0.59% Add +5.6% 93,640 $4.8M
Hillsdale Investment Management Inc. 0.13% Reduce -19.3% 83,971 $4.3M
AQR Capital Management 0.00% Add +239.3% 83,617 $4.3M
Northern Trust Corp. 0.00% Add +3.4% 82,993 $4.3M
Bridgeway Capital Management, LLC 0.08% Reduce -12.0% 72,061 $3.7M
Federated Hermes, Inc. 0.01% Add +0.9% 71,865 $3.7M
Alliancebernstein L.P. 0.00% Reduce -0.7% 71,334 $3.7M
M3F, Inc. 0.97% Reduce -31.2% 66,477 $3.4M
Poehling Capital Management, INC. 0.63% No change 58,327 $3.0M
Vista Investment Management 0.94% Reduce -2.1% 52,328 $2.7M
Ameriprise Financial Inc. 0.00% Add +10.6% 49,509 $2.5M
Goldman Sachs Group Inc. 0.00% Add +48.1% 49,312 $2.5M
Two Sigma Investments, LP 0.00% Add +14.7% 46,207 $2.4M
Acadian Asset Management LLC 0.00% No change 45,904 $2.4M
Rosenthal | Henry Capital Advisors, Inc. 2.22% No change 45,000 $2.3M
Morgan Stanley 0.00% Reduce -15.4% 40,569 $2.1M
Millennium Management 0.00% Add +39.0% 40,174 $2.1M
Empowered Funds, LLC 0.02% Add +0.4% 36,661 $1.9M
Qube Research & Technologies Ltd 0.00% Add +58.1% 34,578 $1.8M
Uncommon Cents Investing LLC 0.44% Add +0.8% 34,478 $1.8M
Bank of New York Mellon Corp 0.00% Add +2.4% 34,266 $1.8M
First Trust Advisors LP 0.00% Add +469.9% 30,258 $1.6M
Royal Bank of Canada 0.00% Add +3.4% 26,852 $1.4M
Barclays PLC 0.00% Reduce -10.3% 26,789 $1.4M
Gator Capital Management, LLC 0.31% Add +0.6% 23,800 $1.2M
Stifel Financial Corp. 0.00% New 22,763 $1.2M
Franklin Resources Inc. 0.00% Add +1.1% 22,213 $1.1M
Charles Schwab Investment Management Inc. 0.00% Reduce -3.0% 22,165 $1.1M
Baird Financial Group, Inc. 0.00% No change 21,240 $1.1M
Kennedy Capital Management LLC 0.02% New 19,525 $1.0M
Nuveen, LLC 0.00% No change 18,897 $969K
US Bancorp \de 0.00% No change 17,884 $917K
JPMorgan Chase & Co. 0.00% Add +55.7% 16,185 $830K
Two Sigma Advisers, LP 0.00% Reduce -5.0% 15,100 $774K
Wealth Enhancement Advisory Services, LLC 0.00% Add +9.6% 14,337 $719K
Bank of America Corp. 0.00% Add +94.5% 13,313 $682K
Creative Planning 0.00% Add +9.5% 13,125 $673K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -6.6% 12,409 $636K
Gsa Capital Partners LLP 0.05% New 12,127 $622K
Fourthstone LLC 0.11% New 12,131 $622K
Lazard Asset Management LLC 0.00% Reduce -6.0% 11,662 $598K
Rhumbline Advisers 0.00% Reduce -1.9% 11,456 $587K
Osaic Holdings, Inc. 0.00% No change 10,584 $540K
CenterBook Partners LP 0.03% New 10,390 $533K
HSBC Holdings PLC 0.00% Reduce -27.0% 9,959 $506K
Zacks Investment Management 0.00% No change 9,727 $499K
UBS Group AG 0.00% Add +64.8% 9,684 $496K
Invesco Ltd. 0.00% Reduce -83.9% 9,367 $480K
Kestra Advisory Services, LLC 0.00% No change 9,200 $472K
Alps Advisors Inc. 0.00% New 8,800 $451K
Mattern Wealth Management LLC 0.08% No change 8,000 $410K
Principal Financial Group Inc. 0.00% New 7,985 $409K
Prudential Financial Inc. 0.00% Add +0.5% 7,790 $399K
Jacobs Levy Equity Management, Inc. 0.00% Reduce -6.0% 7,648 $392K
Deutsche Bank AG 0.00% Add +31.3% 7,139 $366K
Ieq Capital, LLC 0.00% New 7,125 $365K
Martingale Asset Management L P 0.01% Reduce -5.3% 7,004 $359K
1834 Investment Advisors Co. 0.04% Add +0.6% 6,694 $343K
Engineers Gate Manager LP 0.00% Reduce -17.1% 6,542 $335K
Jump Financial, LLC 0.00% Add +12.0% 6,184 $317K
Wells Fargo & Company 0.00% Add +19.1% 6,121 $314K
Russell Investments Group, Ltd. 0.00% Add +13.6% 6,087 $312K
Thompson Investment Management, Inc. 0.04% No change 6,020 $309K
State of Wisconsin Investment Board 0.00% Add +13.7% 5,815 $298K
Susquehanna Portfolio Strategies, LLC 0.00% New 5,401 $277K
Quantinno Capital Management LP 0.00% New 5,319 $273K
Cubist Systematic Strategies, LLC 0.00% Add +23.2% 5,181 $266K
Semanteon Capital Management, LP 0.33% Add +11.4% 5,102 $262K
Beese Fulmer Investment Management, Inc. 0.02% No change 4,750 $243K
Panagora Asset Management Inc. 0.00% No change 4,633 $237K
ERn Financial, LLC 0.05% No change 4,615 $237K
MetLife Investment Management, LLC 0.00% No change 4,609 $236K
Citigroup Inc. 0.00% Add +11.2% 4,457 $228K
Cwm, LLC 0.00% Add +181.3% 4,441 $228K
BNP Paribas Financial Markets 0.00% Add +124.2% 4,435 $227K
EntryPoint Capital, LLC 0.09% Reduce -21.5% 4,312 $221K
Los Angeles Capital Management LLC 0.00% Reduce -69.2% 4,298 $220K
T. Rowe Price Associates Inc. 0.00% Add +6.3% 4,182 $215K
Arax Advisory Partners 0.00% New 4,104 $210K
Atlatl Advisers LLC 0.08% No change 4,100 $210K
New York State Common Retirement Fund 0.00% No change 3,866 $198K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -16.8% 3,619 $186K
Johnson Financial Group, Inc. 0.01% New 3,260 $167K
Harbor Capital Advisors, Inc. 0.01% Reduce -0.2% 2,876 $147K
Police & Firemen's Retirement System of New Jersey 0.00% Add +34.0% 2,517 $129K
Virtus Advisers, LLC 0.06% No change 2,133 $109K
Wealthspire Advisors, LLC 0.00% New 1,800 $92K
Public Employees Retirement System of Ohio 0.00% No change 1,529 $78K
EverSource Wealth Advisors, LLC 0.00% Reduce -0.5% 1,284 $66K
Ameritas Investment Partners, Inc. 0.00% No change 801 $41K
Legal & General Group Plc 0.00% No change 724 $37K
Northwestern Mutual Wealth Management Co. 0.00% New 652 $33K
FMR LLC 0.00% Reduce -2.8% 624 $32K
Versant Capital Management, Inc 0.00% Add +163.2% 587 $30K
California State Teachers Retirement System 0.00% Add +0.2% 572 $29K
Sterling Capital Management LLC 0.00% Add +156.4% 518 $27K
Point72 Asia (Singapore) Pte. Ltd. 0.00% New 412 $21K
Rockefeller Capital Management L.P. 0.00% New 392 $20K
Tower Research Capital LLC (TRC) 0.00% Reduce -80.4% 371 $19K
Macquarie Group Ltd. 0.00% New 370 $19K
GAMMA Investing LLC 0.00% Add +11.2% 317 $16K
State of Alaska, Department of Revenue 0.00% New 330 $16K
Amalgamated Bank 0.00% No change 279 $14K
Essential Partners LLC 0.00% Add +618.9% 266 $14K
Harbour Investments, Inc. 0.00% Add +0.4% 235 $12K
Covestor Ltd 0.01% Add +600.0% 196 $11K
Quadrant Capital Group LLC 0.00% New 157 $8K
IFP Advisors, Inc 0.00% Add +17.3% 156 $8K
Whittier Trust Co. 0.00% New 139 $7K
Allworth Financial LP 0.00% Add +586.7% 103 $5K
Optiver Holding B.V. 0.00% New 74 $4K
PNC Financial Services Group, Inc. 0.00% No change 34 $2K
True Wealth Design, LLC 0.00% New 19 $974
Physician Wealth Advisors, Inc. 0.00% No change 14 $718
Point72 (DIFC) Ltd 0.00% Reduce -96.4% 14 $712
Signaturefd, LLC 0.00% Reduce -45.8% 13 $666
Clearstead Advisors, LLC 0.00% New 11 $564
Rothschild Investment LLC 0.00% New 10 $513
Assetmark, Inc. 0.00% No change 8 $410
Nisa Investment Advisors, LLC 0.00% No change 5 $256
Quarry LP 0.00% New 3 $154
AlphaQuest LLC 0.00% New 2 $103
Farther Finance Advisors, LLC 0.00% New 2 $103

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