First Business Financial SerFBIZ
13F holders, Q3 2025 (September 30)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
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $6.3M |
| Exits | 8 | $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.