First Business Financial SerFBIZ
13F holders, Q4 2025 (December 31)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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $3.8M |
| Exits | 11 | $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 |
| Harbor Capital Advisors, Inc. | 0.01% | Add +5.6% | 3,036 | $165K |
| Eurizon Capital SGR S.p.A. | 0.00% | — | 2,846 | $156K |
| SG Americas Securities, LLC | 0.00% | New | 2,751 | $149K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Reduce -28.6% | 1,798 | $98K |
| Public Employees Retirement System of Ohio | 0.00% | No change | 1,529 | $83K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -5.1% | 1,219 | $66K |
| FMR LLC | 0.00% | Add +47.1% | 918 | $50K |
| State of Alaska, Department of Revenue | 0.00% | Add +174.2% | 905 | $48K |
| Legal & General Group Plc | 0.00% | No change | 724 | $39K |
| Versant Capital Management, Inc | 0.00% | Add +15.2% | 676 | $37K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -19.5% | 645 | $35K |
| California State Teachers Retirement System | 0.00% | Reduce -14.5% | 489 | $27K |
| Sterling Capital Management LLC | 0.00% | Reduce -16.4% | 433 | $24K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 392 | $21K |
| GAMMA Investing LLC | 0.00% | Reduce -2.5% | 309 | $17K |
| Essential Partners LLC | 0.00% | Add +10.2% | 293 | $16K |
| Amalgamated Bank | 0.00% | Reduce -10.4% | 250 | $14K |
| Harbour Investments, Inc. | 0.00% | Add +0.4% | 236 | $13K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -36.7% | 235 | $13K |
| Quadrant Capital Group LLC | 0.00% | Add +42.0% | 223 | $12K |
| Covestor Ltd | 0.01% | Add +1.0% | 198 | $11K |
| IFP Advisors, Inc | 0.00% | Add +11.5% | 174 | $9K |
| Signaturefd, LLC | 0.00% | Add +1061.5% | 151 | $8K |
| Allworth Financial LP | 0.00% | Add +31.1% | 135 | $7K |
| Whittier Trust Co. | 0.00% | Reduce -5.8% | 131 | $7K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 94 | $5K |
| Optiver Holding B.V. | 0.00% | No change | 74 | $4K |
| Farther Finance Advisors, LLC | 0.00% | Add +2050.0% | 43 | $2K |
| Smartleaf Asset Management LLC | 0.00% | New | 35 | $2K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 34 | $2K |
| Rothschild Investment LLC | 0.00% | Add +150.0% | 25 | $1K |
| True Wealth Design, LLC | 0.00% | Add +15.8% | 22 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 14 | $761 |
| Assetmark, Inc. | 0.00% | No change | 8 | $434 |
| Nisa Investment Advisors, LLC | 0.00% | No change | 5 | $272 |
| SJS Investment Consulting Inc. | 0.00% | New | 5 | $272 |
| MAI Capital Management | 0.00% | New | 4 | $218 |
| Arax Advisory Partners | 0.00% | Reduce -100.0% | 2 | $109 |
| Clearstead Advisors, LLC | 0.00% | Reduce -90.9% | 1 | $55 |
"% of holder's portfolio" is FBIZ's weight in each manager's 13F, not the share of First Business Financial Ser the manager owns.