First Business Financial SerFBIZ

13F holders, Q4 2025 (December 31)
139holders +3
15new positions
11sold out
3famous investors
$54.30avg. 13F price*

At the end of Q4 2025, 139 institutions reported holding First Business Financial Ser (FBIZ) in their 13F filings, up 3 from Q3 2025. 15 opened new positions and 11 sold out. The largest holders were BlackRock, Inc. ($47.2M), Dimensional Fund Advisors LP ($27.1M) and Vanguard Group Inc. ($26.1M). 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions15$3.8M
Exits11$4.8M

All 13F filers, Q3 2025 → Q4 2025: 259,902 shares bought and 272,809 shares sold, net −12,907 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 139 holders

BlackRock, Inc. 0.00% Reduce -1.4% 869,788 $47.2M
Dimensional Fund Advisors LP 0.01% Reduce -1.2% 499,376 $27.1M
Vanguard Group Inc. 0.00% Reduce -0.3% 480,482 $26.1M
First Business Financial Services, Inc. 1.80% Reduce -3.5% 361,311 $19.6M
Manufacturers Life Insurance Company, The 0.01% Reduce -2.5% 248,437 $13.5M
Geode Capital Management, LLC 0.00% Add +2.8% 235,050 $12.8M
American Century Companies Inc. 0.01% Add +9.5% 217,010 $11.8M
Banc Funds Co. LLC 1.79% Reduce -14.1% 166,224 $9.0M
State Street Corp. 0.00% Reduce -0.6% 158,055 $8.6M
Cutler Capital Management, LLC 3.08% Reduce -1.1% 153,785 $8.4M
Pacific Ridge Capital Partners, LLC 1.67% Reduce -2.9% 140,455 $7.6M
LSV Asset Management 0.02% Add +7.8% 134,127 $7.3M
Renaissance Technologies 0.01% Reduce -9.4% 128,265 $7.0M
AQR Capital Management 0.00% Add +26.7% 105,951 $5.8M
Federated Hermes, Inc. 0.01% Add +45.8% 104,764 $5.7M
De Lisle Partners LLP 0.68% Add +3.4% 96,812 $5.3M
Hillsdale Investment Management Inc. 0.12% Reduce -1.1% 83,071 $4.5M
Northern Trust Corp. 0.00% Reduce -9.0% 75,556 $4.1M
Bridgeway Capital Management, LLC 0.08% Add +2.3% 73,727 $4.0M
Alliancebernstein L.P. 0.00% Reduce -1.4% 70,334 $3.8M
M3F, Inc. 0.88% Reduce -11.3% 58,937 $3.2M
Vista Investment Management 0.95% Add +0.8% 52,737 $2.9M
Goldman Sachs Group Inc. 0.00% Add +6.7% 52,595 $2.9M
Poehling Capital Management, INC. 0.58% Reduce -10.3% 52,327 $2.8M
Morgan Stanley 0.00% Add +25.5% 50,923 $2.8M
Acadian Asset Management LLC 0.00% Add +2.8% 47,168 $2.6M
Rosenthal | Henry Capital Advisors, Inc. 2.26% No change 45,000 $2.4M
Ameriprise Financial Inc. 0.00% Reduce -19.3% 39,944 $2.2M
Qube Research & Technologies Ltd 0.00% Add +7.7% 37,244 $2.0M
Uncommon Cents Investing LLC 0.46% Add +0.8% 34,743 $1.9M
Millennium Management 0.00% Reduce -14.9% 34,194 $1.9M
Bank of New York Mellon Corp 0.00% Reduce -8.6% 31,314 $1.7M
Royal Bank of Canada 0.00% Add +16.4% 31,244 $1.7M
Daytona Street Capital LLC 1.30% — 30,790 $1.7M
Gsa Capital Partners LLP 0.14% Add +149.1% 30,210 $1.6M
First Trust Advisors LP 0.00% Reduce -2.2% 29,597 $1.6M
Barclays PLC 0.00% Add +6.2% 28,454 $1.5M
Kennedy Capital Management LLC 0.03% Add +29.5% 25,277 $1.4M
Charles Schwab Investment Management Inc. 0.00% Add +11.3% 24,675 $1.3M
Gator Capital Management, LLC 0.27% Add +0.7% 23,965 $1.3M
Stifel Financial Corp. 0.00% Add +1.2% 23,035 $1.3M
Baird Financial Group, Inc. 0.00% No change 21,240 $1.2M
Two Sigma Investments, LP 0.00% Reduce -57.4% 19,691 $1.1M
Nuveen, LLC 0.00% No change 18,897 $1.0M
UBS Group AG 0.00% Add +89.7% 18,370 $997K
Franklin Resources Inc. 0.00% Reduce -18.5% 18,097 $983K
US Bancorp \de 0.00% No change 17,884 $971K
Bank of America Corp. 0.00% Add +32.5% 17,645 $958K
Wealth Enhancement Advisory Services, LLC 0.00% Add +2.1% 14,635 $798K
JPMorgan Chase & Co. 0.00% Reduce -9.9% 14,580 $792K
Creative Planning 0.00% Add +3.1% 13,528 $735K
Lazard Asset Management LLC 0.00% Add +6.8% 12,461 $677K
Trexquant Investment LP 0.01% New 12,360 $671K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -1.8% 12,189 $662K
Principal Financial Group Inc. 0.00% Add +42.5% 11,377 $618K
Invesco Ltd. 0.00% Add +19.7% 11,215 $609K
Quantinno Capital Management LP 0.00% Add +94.2% 10,329 $561K
Osaic Holdings, Inc. 0.00% Reduce -2.6% 10,307 $560K
Rhumbline Advisers 0.00% Reduce -15.3% 9,707 $527K
State of Wisconsin Investment Board 0.00% Add +64.7% 9,576 $520K
Kestra Advisory Services, LLC 0.00% No change 9,200 $500K
Integrated Quantitative Investments LLC 0.11% New 9,182 $499K
AlphaQuest LLC 0.03% Add +459000.0% 9,182 $499K
Wells Fargo & Company 0.00% Add +47.0% 8,995 $488K
Alps Advisors Inc. 0.00% Add +0.9% 8,878 $482K
Wealth Enhancement Trust Services, Inc. 0.06% — 8,510 $462K
Legato Capital Management LLC 0.04% New 8,404 $456K
Mattern Wealth Management LLC 0.08% No change 8,000 $434K
Ieq Capital, LLC 0.00% Add +12.3% 7,998 $434K
Jacobs Levy Equity Management, Inc. 0.00% Reduce -1.1% 7,561 $411K
R Squared Ltd 0.18% New 7,168 $389K
Deutsche Bank AG 0.00% No change 7,139 $388K
Martingale Asset Management L P 0.01% No change 7,004 $380K
1834 Investment Advisors Co. 0.05% Add +0.5% 6,730 $365K
Prudential Financial Inc. 0.00% Reduce -17.1% 6,460 $351K
Canada Pension Plan Investment Board 0.00% New 6,400 $348K
Engineers Gate Manager LP 0.00% Reduce -5.6% 6,177 $335K
Thompson Investment Management, Inc. 0.04% No change 6,020 $327K
Russell Investments Group, Ltd. 0.00% Reduce -1.1% 6,018 $327K
HSBC Holdings PLC 0.00% Reduce -45.9% 5,390 $291K
Arrowstreet Capital, Limited Partnership 0.00% New 5,287 $287K
Jump Financial, LLC 0.00% Reduce -17.3% 5,113 $278K
Jane Street Group, LLC 0.00% New 5,061 $275K
Cwm, LLC 0.00% Add +10.9% 4,927 $268K
Beese Fulmer Investment Management, Inc. 0.02% Add +0.8% 4,788 $260K
T. Rowe Price Associates Inc. 0.00% Add +14.0% 4,768 $259K
Panagora Asset Management Inc. 0.00% No change 4,633 $252K
ERn Financial, LLC 0.05% No change 4,615 $251K
MetLife Investment Management, LLC 0.00% No change 4,609 $250K
Quadrature Capital Ltd 0.00% New 4,604 $250K
Occudo Quantitative Strategies LP 0.02% New 4,331 $235K
BNP Paribas Financial Markets 0.00% Reduce -3.3% 4,291 $233K
Mercer Global Advisors Inc. 0.00% New 4,029 $219K
New York State Common Retirement Fund 0.00% No change 3,866 $210K
EntryPoint Capital, LLC 0.08% Reduce -13.7% 3,721 $202K
Susquehanna Portfolio Strategies, LLC 0.00% Reduce -31.1% 3,720 $202K
Citigroup Inc. 0.00% Reduce -16.9% 3,706 $201K
Atlatl Advisers LLC 0.08% Reduce -9.8% 3,700 $201K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +1.2% 3,664 $199K
Johnson Financial Group, Inc. 0.01% No change 3,260 $177K

"% 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 139 holders