First Business Financial SerFBIZ
13F holders, Q1 2026 (March 31)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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $4.4M |
| Exits | 10 | $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.