First Business Financial SerFBIZ

13F holders, Q1 2026 (March 31)
144holders +5
13new positions
10sold out
4famous investors
$53.95avg. 13F price*

At the end of Q1 2026, 144 institutions reported holding First Business Financial Ser (FBIZ) in their 13F filings, up 5 from Q4 2025. 13 opened new positions and 10 sold out. The largest holders were BlackRock, Inc. ($46.9M), Dimensional Fund Advisors LP ($27.0M) and First Business Financial Services, Inc. ($19.5M). 4 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions13$4.4M
Exits10$1.9M

All 13F filers, Q4 2025 → Q1 2026: 278,465 shares bought and 219,035 shares sold, net +59,430 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 144 holders

BlackRock, Inc. 0.00% Add +0.1% 870,202 $46.9M
Dimensional Fund Advisors LP 0.01% Add +0.1% 499,716 $27.0M
First Business Financial Services, Inc. 1.73% No change 361,311 $19.5M
Vanguard Capital Management LLC 0.00% — 340,538 $18.4M
Manufacturers Life Insurance Company, The 0.01% Reduce -1.5% 244,795 $13.2M
American Century Companies Inc. 0.01% Add +10.7% 240,137 $13.0M
Geode Capital Management, LLC 0.00% Reduce -15.0% 199,772 $10.8M
State Street Corp. 0.00% Add +9.9% 173,718 $9.4M
Banc Funds Co. LLC 1.67% No change 166,224 $9.0M
Cutler Capital Management, LLC 2.80% Add +0.5% 154,590 $8.3M
LSV Asset Management 0.02% Add +7.1% 143,625 $7.7M
Pacific Ridge Capital Partners, LLC 1.65% Add +0.3% 140,892 $7.6M
Renaissance Technologies 0.01% Reduce -4.5% 122,465 $6.6M
Federated Hermes, Inc. 0.01% Add +10.8% 116,133 $6.3M
De Lisle Partners LLP 0.64% Add +2.1% 98,812 $5.3M
AQR Capital Management 0.00% Reduce -10.7% 94,627 $5.1M
Vanguard Portfolio Management LLC 0.00% — 92,269 $5.0M
Hillsdale Investment Management Inc. 0.12% No change 83,071 $4.5M
Northern Trust Corp. 0.00% Add +5.2% 79,473 $4.3M
Bridgeway Capital Management, LLC 0.08% Add +5.0% 77,382 $4.2M
Morgan Stanley 0.00% Add +48.7% 75,719 $4.1M
Qube Research & Technologies Ltd 0.00% Add +62.3% 60,458 $3.3M
Alliancebernstein L.P. 0.00% Reduce -16.1% 58,984 $3.2M
Goldman Sachs Group Inc. 0.00% Add +5.3% 55,399 $3.0M
Acadian Asset Management LLC 0.00% Add +14.2% 53,855 $2.9M
Vista Investment Management 0.95% Add +0.1% 52,770 $2.8M
Vanguard Fiduciary Trust Co. 0.00% — 51,693 $2.8M
Ameriprise Financial Inc. 0.00% Add +21.3% 48,457 $2.6M
Rosenthal | Henry Capital Advisors, Inc. 2.37% No change 45,000 $2.4M
Empowered Funds, LLC 0.01% New 41,982 $2.3M
Uncommon Cents Investing LLC 0.43% Reduce -2.1% 34,003 $1.8M
Millennium Management 0.00% Reduce -3.0% 33,175 $1.8M
Two Sigma Investments, LP 0.00% Add +61.0% 31,696 $1.7M
Daytona Street Capital LLC 1.32% No change 30,790 $1.7M
Royal Bank of Canada 0.00% Reduce -0.7% 31,022 $1.7M
Bank of New York Mellon Corp 0.00% Reduce -1.6% 30,809 $1.7M
M3F, Inc. 0.40% Reduce -49.6% 29,685 $1.6M
First Trust Advisors LP 0.00% Reduce -0.6% 29,413 $1.6M
Gsa Capital Partners LLP 0.10% Reduce -3.1% 29,276 $1.6M
Poehling Capital Management, INC. 0.29% Reduce -51.0% 25,615 $1.4M
Kennedy Capital Management LLC 0.03% No change 25,277 $1.4M
Gator Capital Management, LLC 0.29% Add +3.5% 24,815 $1.3M
Bank of America Corp. 0.00% Add +36.1% 24,024 $1.3M
Stifel Financial Corp. 0.00% Add +0.7% 23,190 $1.3M
Charles Schwab Investment Management Inc. 0.00% Reduce -9.3% 22,373 $1.2M
Baird Financial Group, Inc. 0.00% No change 21,240 $1.1M
Nuveen, LLC 0.00% Add +3.3% 19,520 $1.1M
US Bancorp \de 0.00% No change 17,884 $964K
Franklin Resources Inc. 0.00% Reduce -1.3% 17,867 $964K
Barclays PLC 0.00% Reduce -37.9% 17,680 $953K
Lazard Asset Management LLC 0.00% Add +34.6% 16,773 $905K
Integrated Quantitative Investments LLC 0.15% Add +70.1% 15,622 $842K
UBS Group AG 0.00% Reduce -21.7% 14,389 $776K
Squarepoint Ops LLC 0.00% New 14,380 $776K
Trexquant Investment LP 0.01% Add +13.8% 14,065 $759K
Creative Planning 0.00% Reduce -1.1% 13,386 $722K
Quantinno Capital Management LP 0.00% Add +29.3% 13,359 $720K
Connor, Clark & Lunn Investment Management Ltd. 0.00% No change 12,189 $657K
State of Wisconsin Investment Board 0.00% Add +20.7% 11,560 $623K
Legato Capital Management LLC 0.05% Add +29.1% 10,847 $585K
Invesco Ltd. 0.00% Reduce -7.1% 10,420 $562K
Engineers Gate Manager LP 0.01% Add +65.0% 10,193 $550K
Rhumbline Advisers 0.00% Reduce -0.5% 9,657 $521K
Kestra Advisory Services, LLC 0.00% No change 9,200 $496K
Jane Street Group, LLC 0.00% Add +71.3% 8,667 $467K
R Squared Ltd 0.24% Add +15.2% 8,259 $445K
Jacobs Levy Equity Management, Inc. 0.00% Add +8.6% 8,210 $443K
Ieq Capital, LLC 0.00% Add +2.1% 8,163 $440K
Mattern Wealth Management LLC 0.08% No change 8,000 $431K
JPMorgan Chase & Co. 0.00% Reduce -47.3% 7,679 $416K
BNP Paribas Financial Markets 0.00% Add +72.7% 7,409 $400K
Prudential Financial Inc. 0.00% Add +11.8% 7,220 $389K
Deutsche Bank AG 0.00% No change 7,139 $385K
Martingale Asset Management L P 0.01% No change 7,004 $378K
1834 Investment Advisors Co. 0.05% Add +0.6% 6,772 $365K
Man Group plc 0.00% New 6,755 $364K
Canada Pension Plan Investment Board 0.00% No change 6,400 $345K
Wealth Enhancement Trust Services, Inc. 0.04% Reduce -25.5% 6,340 $342K
Quadrature Capital Ltd 0.00% Add +31.0% 6,032 $325K
Thompson Investment Management, Inc. 0.04% No change 6,020 $325K
Russell Investments Group, Ltd. 0.00% Reduce -0.9% 5,961 $321K
T. Rowe Price Associates Inc. 0.00% Add +14.1% 5,441 $294K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -63.8% 5,305 $293K
Arrowstreet Capital, Limited Partnership 0.00% No change 5,287 $285K
Cwm, LLC 0.00% Add +4.4% 5,146 $278K
HSBC Holdings PLC 0.00% Reduce -6.8% 5,023 $272K
Panagora Asset Management Inc. 0.00% Add +8.6% 5,031 $271K
Beese Fulmer Investment Management, Inc. 0.02% Reduce -0.0% 4,786 $258K
Mercer Global Advisors Inc. 0.00% Add +17.4% 4,729 $255K
ERn Financial, LLC 0.05% No change 4,615 $249K
Occudo Quantitative Strategies LP 0.01% Add +2.2% 4,427 $249K
MetLife Investment Management, LLC 0.00% No change 4,609 $249K
KLCM Advisors, Inc. 0.02% New 4,500 $243K
Citadel Advisors 0.00% New 4,456 $240K
NewEdge Advisors, LLC 0.00% New 4,276 $231K
Jump Financial, LLC 0.00% Reduce -19.8% 4,100 $221K
New York State Common Retirement Fund 0.00% No change 3,866 $208K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +4.6% 3,831 $207K
XTX Topco Ltd 0.00% New 3,760 $203K
EntryPoint Capital, LLC 0.06% No change 3,721 $201K
Vanguard Global Advisers, LLC 0.00% — 3,349 $181K
Wells Fargo & Company 0.00% Reduce -65.6% 3,096 $167K
Eurizon Capital SGR S.p.A. 0.00% Add +4.7% 2,981 $162K
Harbor Capital Advisors, Inc. 0.01% Reduce -23.3% 2,329 $126K
Police & Firemen's Retirement System of New Jersey 0.00% No change 1,798 $97K
Tower Research Capital LLC (TRC) 0.00% Add +560.0% 1,551 $84K
Public Employees Retirement System of Ohio 0.00% No change 1,529 $82K
Harbour Investments, Inc. 0.00% Add +424.1% 1,237 $67K
EverSource Wealth Advisors, LLC 0.00% Add +0.3% 1,222 $66K
Citigroup Inc. 0.00% Reduce -69.2% 1,142 $62K
State of Alaska, Department of Revenue 0.00% No change 905 $48K
FMR LLC 0.00% Reduce -18.1% 752 $41K
Legal & General Group Plc 0.00% No change 724 $39K
Versant Capital Management, Inc 0.00% No change 676 $36K
Ameritas Investment Partners, Inc. 0.00% No change 645 $35K
Los Angeles Capital Management LLC 0.00% New 557 $30K
Rockefeller Capital Management L.P. 0.00% Add +33.7% 524 $28K
California State Teachers Retirement System 0.00% Reduce -12.1% 430 $23K
GAMMA Investing LLC 0.00% Add +4.2% 322 $17K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +225.5% 306 $17K
Ares Financial Consulting, LLC 0.01% New 283 $15K
Quadrant Capital Group LLC 0.00% Add +27.4% 284 $15K
Sterling Capital Management LLC 0.00% Reduce -41.6% 253 $14K
Essential Partners LLC 0.00% Reduce -19.8% 235 $13K
Covestor Ltd 0.01% Reduce -4.0% 190 $11K
IFP Advisors, Inc 0.00% No change 174 $9K
Meeder Asset Management Inc. 0.00% New 169 $9K
Allworth Financial LP 0.00% Add +20.7% 163 $9K
Signaturefd, LLC 0.00% Add +1.3% 153 $8K
Optiver Holding B.V. 0.00% Add +10.8% 82 $4K
Osaic Holdings, Inc. 0.00% Reduce -99.3% 71 $4K
Smartleaf Asset Management LLC 0.00% Add +45.7% 51 $3K
Farther Finance Advisors, LLC 0.00% No change 43 $2K
PNC Financial Services Group, Inc. 0.00% No change 34 $2K
Simplex Trading, LLC 0.00% New 29 $2K
Rothschild Investment LLC 0.00% Add +12.0% 28 $2K
True Wealth Design, LLC 0.00% No change 22 $1K
MAI Capital Management 0.00% Add +425.0% 21 $1K
Arax Advisory Partners 0.00% Add +850.0% 19 $1K
Parallel Advisors, LLC 0.00% New 15 $809
Root Financial Partners, LLC 0.00% New 11 $593
Assetmark, Inc. 0.00% No change 8 $431
SJS Investment Consulting Inc. 0.00% Add +40.0% 7 $378
Nisa Investment Advisors, LLC 0.00% No change 5 $270

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