First Business Financial SerFBIZ
13F holders, Q2 2026 (June 30)141holders −3
11new positions
13sold out
4famous investors
$63.11avg. 13F price*
At the end of Q2 2026, 141 institutions reported holding First Business Financial Ser (FBIZ) in their 13F filings, down 3 from Q1 2026. 11 opened new positions and 13 sold out. The largest holders were BlackRock, Inc. ($58.6M), Dimensional Fund Advisors LP ($31.5M) and Vanguard Capital Management LLC ($21.7M). 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $2.2M |
| Exits | 13 | $6.0M |
All 13F filers, Q1 2026 → Q2 2026: 409,489 shares bought and 237,367 shares sold, net +172,122 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 141 holders
| BlackRock, Inc. | 0.00% | Add +6.7% | 928,380 | $58.6M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -0.3% | 498,430 | $31.5M |
| Vanguard Capital Management LLC | 0.00% | Add +0.9% | 343,482 | $21.7M |
| First Business Financial Services, Inc. | 1.67% | Reduce -5.8% | 340,189 | $21.5M |
| American Century Companies Inc. | 0.01% | Add +13.6% | 272,788 | $17.2M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -0.7% | 243,005 | $15.4M |
| Geode Capital Management, LLC | 0.00% | Add +7.6% | 214,987 | $13.6M |
| State Street Corp. | 0.00% | Add +7.9% | 187,371 | $11.8M |
| Banc Funds Co. LLC | 1.70% | Reduce -1.8% | 163,224 | $10.3M |
| Cutler Capital Management, LLC | 3.09% | Reduce -0.2% | 154,346 | $9.8M |
| LSV Asset Management | 0.02% | Reduce -1.8% | 141,025 | $8.9M |
| Pacific Ridge Capital Partners, LLC | 1.60% | Reduce -0.8% | 139,808 | $8.8M |
| AQR Capital Management | 0.00% | Add +36.3% | 128,927 | $8.1M |
| Federated Hermes, Inc. | 0.01% | Add +8.1% | 125,563 | $7.9M |
| Renaissance Technologies | 0.01% | Reduce -1.3% | 120,865 | $7.6M |
| Vanguard Portfolio Management LLC | 0.00% | Add +10.1% | 101,542 | $6.4M |
| De Lisle Partners LLP | 0.68% | No change | 98,812 | $6.3M |
| Hillsdale Investment Management Inc. | 0.13% | Add +10.3% | 91,671 | $5.8M |
| Northern Trust Corp. | 0.00% | Add +4.9% | 83,399 | $5.3M |
| Bridgeway Capital Management, LLC | 0.09% | Add +4.1% | 80,557 | $5.1M |
| Morgan Stanley | 0.00% | Add +5.7% | 79,994 | $5.1M |
| Two Sigma Investments, LP | 0.00% | Add +132.1% | 73,566 | $4.6M |
| Qube Research & Technologies Ltd | 0.00% | Add +1.8% | 61,517 | $3.9M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +5.2% | 54,400 | $3.4M |
| Acadian Asset Management LLC | 0.00% | No change | 53,855 | $3.4M |
| Vista Investment Management | 1.00% | Reduce -0.8% | 52,349 | $3.3M |
| Ameriprise Financial Inc. | 0.00% | Add +0.7% | 48,817 | $3.1M |
| Empowered Funds, LLC | 0.01% | Add +7.6% | 45,157 | $2.9M |
| Rosenthal | Henry Capital Advisors, Inc. | 2.49% | No change | 45,000 | $2.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -23.0% | 42,680 | $2.7M |
| Alliancebernstein L.P. | 0.00% | Reduce -26.6% | 43,294 | $2.3M |
| Uncommon Cents Investing LLC | 0.46% | Reduce -0.4% | 33,878 | $2.1M |
| Bank of New York Mellon Corp | 0.00% | Add +5.9% | 32,634 | $2.1M |
| Royal Bank of Canada | 0.00% | Add +0.7% | 31,243 | $2.0M |
| First Trust Advisors LP | 0.00% | Add +4.4% | 30,700 | $1.9M |
| Daytona Street Capital LLC | 1.37% | Reduce -3.8% | 29,623 | $1.9M |
| Squarepoint Ops LLC | 0.00% | Add +95.1% | 28,061 | $1.8M |
| Millennium Management | 0.00% | Reduce -23.5% | 25,364 | $1.6M |
| Kennedy Capital Management LLC | 0.03% | Reduce -3.9% | 24,280 | $1.5M |
| Bank of America Corp. | 0.00% | Reduce -0.1% | 23,989 | $1.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +6.8% | 23,895 | $1.5M |
| Poehling Capital Management, INC. | 0.32% | Reduce -6.9% | 23,848 | $1.5M |
| Creative Planning | 0.00% | Add +74.9% | 23,415 | $1.5M |
| Stifel Financial Corp. | 0.00% | Add +0.8% | 23,363 | $1.5M |
| Quantinno Capital Management LP | 0.00% | Add +70.1% | 22,724 | $1.4M |
| Nuveen, LLC | 0.00% | Add +12.5% | 21,958 | $1.4M |
| Baird Financial Group, Inc. | 0.00% | No change | 21,240 | $1.3M |
| Citadel Advisors | 0.00% | Add +369.0% | 20,897 | $1.3M |
| Gsa Capital Partners LLP | 0.08% | Reduce -34.5% | 19,167 | $1.2M |
| Gator Capital Management, LLC | 0.24% | Reduce -28.1% | 17,835 | $1.1M |
| Barclays PLC | 0.00% | Reduce -2.5% | 17,247 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +198.3% | 15,825 | $1.0M |
| US Bancorp \de | 0.00% | Reduce -18.9% | 14,500 | $916K |
| BNP Paribas Financial Markets | 0.00% | Add +94.0% | 14,374 | $908K |
| Ieq Capital, LLC | 0.00% | Add +65.4% | 13,499 | $853K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +0.0% | 12,193 | $770K |
| Trexquant Investment LP | 0.00% | Reduce -15.2% | 11,925 | $753K |
| UBS Group AG | 0.00% | Reduce -25.8% | 10,684 | $675K |
| Osaic Holdings, Inc. | 0.00% | Add +14557.8% | 10,407 | $657K |
| Rhumbline Advisers | 0.00% | Add +5.3% | 10,170 | $642K |
| State of Wisconsin Investment Board | 0.00% | Reduce -12.1% | 10,160 | $642K |
| Invesco Ltd. | 0.00% | Reduce -4.4% | 9,962 | $629K |
| Russell Investments Group, Ltd. | 0.00% | Add +62.7% | 9,698 | $613K |
| XTX Topco Ltd | 0.01% | Add +146.4% | 9,265 | $585K |
| JPMorgan Chase & Co. | 0.00% | Add +17.7% | 9,035 | $571K |
| Man Group plc | 0.00% | Add +27.4% | 8,607 | $544K |
| Quadrature Capital Ltd | 0.00% | Add +40.8% | 8,490 | $536K |
| Prudential Financial Inc. | 0.00% | Add +14.8% | 8,290 | $524K |
| Occudo Quantitative Strategies LP | 0.03% | Add +84.8% | 8,179 | $517K |
| Mattern Wealth Management LLC | 0.08% | No change | 8,000 | $505K |
| Deutsche Bank AG | 0.00% | Add +10.5% | 7,890 | $498K |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -6.2% | 7,700 | $486K |
| Mercer Global Advisors Inc. | 0.00% | Add +57.3% | 7,437 | $470K |
| Engineers Gate Manager LP | 0.01% | Reduce -30.5% | 7,088 | $448K |
| Martingale Asset Management L P | 0.01% | No change | 7,004 | $442K |
| Wells Fargo & Company | 0.00% | Add +123.1% | 6,906 | $436K |
| 1834 Investment Advisors Co. | 0.05% | Add +0.6% | 6,813 | $430K |
| T. Rowe Price Associates Inc. | 0.00% | Add +22.1% | 6,641 | $420K |
| Canada Pension Plan Investment Board | 0.00% | No change | 6,400 | $404K |
| Wealth Enhancement Trust Services, Inc. | 0.04% | Add +0.1% | 6,343 | $401K |
| Thompson Investment Management, Inc. | 0.04% | No change | 6,020 | $380K |
| Arrowstreet Capital, Limited Partnership | 0.00% | No change | 5,287 | $334K |
| Mariner, LLC | 0.00% | New | 5,140 | $325K |
| MetLife Investment Management, LLC | 0.00% | Add +11.4% | 5,136 | $324K |
| Beese Fulmer Investment Management, Inc. | 0.02% | Add +0.8% | 4,824 | $305K |
| ERn Financial, LLC | 0.05% | No change | 4,615 | $292K |
| KLCM Advisors, Inc. | 0.02% | No change | 4,500 | $284K |
| Citigroup Inc. | 0.00% | Add +287.7% | 4,428 | $280K |
| Sterling Capital Management LLC | 0.00% | Add +1645.5% | 4,416 | $279K |
| Jump Financial, LLC | 0.00% | No change | 4,100 | $259K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 4,034 | $255K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 3,946 | $249K |
| Integrated Quantitative Investments LLC | 0.04% | Reduce -75.0% | 3,906 | $247K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -2.8% | 3,725 | $235K |
| EntryPoint Capital, LLC | 0.06% | No change | 3,721 | $235K |
| Jones Financial Companies LLLP | 0.00% | New | 3,702 | $234K |
| Atlatl Advisers LLC | 0.06% | New | 3,700 | $234K |
| Algert Global LLC | 0.00% | New | 3,584 | $226K |
| Merit Financial Group, LLC | 0.00% | New | 3,565 | $225K |
| Susquehanna Portfolio Strategies, LLC | 0.00% | New | 3,420 | $216K |
| Vanguard Global Advisers, LLC | 0.00% | No change | 3,349 | $212K |
| Evergreen Capital Management LLC | 0.00% | New | 3,242 | $205K |
| Eurizon Capital SGR S.p.A. | 0.00% | No change | 2,981 | $189K |
| New York State Common Retirement Fund | 0.00% | Reduce -31.0% | 2,666 | $168K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +39.9% | 2,516 | $159K |
| Harbor Capital Advisors, Inc. | 0.01% | Add +5.5% | 2,456 | $155K |
| Arax Advisory Partners | 0.00% | Add +9757.9% | 1,873 | $118K |
| Public Employees Retirement System of Ohio | 0.00% | No change | 1,529 | $97K |
| Harbour Investments, Inc. | 0.00% | Add +0.2% | 1,239 | $78K |
| FMR LLC | 0.00% | Add +37.6% | 1,035 | $65K |
| State of Alaska, Department of Revenue | 0.00% | No change | 905 | $56K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -47.8% | 810 | $51K |
| Legal & General Group Plc | 0.00% | Add +11.1% | 804 | $51K |
| Versant Capital Management, Inc | 0.00% | No change | 676 | $43K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 645 | $41K |
| NewEdge Advisors, LLC | 0.00% | Reduce -90.5% | 404 | $26K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -25.2% | 392 | $25K |
| GAMMA Investing LLC | 0.00% | Add +6.5% | 343 | $22K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 306 | $19K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -75.5% | 300 | $19K |
| Ares Financial Consulting, LLC | 0.01% | No change | 283 | $18K |
| Allworth Financial LP | 0.00% | Add +60.7% | 262 | $17K |
| IFP Advisors, Inc | 0.00% | Add +25.9% | 219 | $14K |
| Meeder Asset Management Inc. | 0.00% | Add +14.2% | 193 | $12K |
| Essential Partners LLC | 0.00% | Reduce -34.0% | 155 | $10K |
| California State Teachers Retirement System | 0.00% | Reduce -74.2% | 111 | $7K |
| Clearstead Advisors, LLC | 0.00% | New | 105 | $7K |
| Rothschild Investment LLC | 0.00% | Add +89.3% | 53 | $3K |
| Smartleaf Asset Management LLC | 0.00% | No change | 51 | $3K |
| Farther Finance Advisors, LLC | 0.00% | Add +2.3% | 44 | $3K |
| Parallel Advisors, LLC | 0.00% | Add +193.3% | 44 | $3K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 36 | $2K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 34 | $2K |
| Signaturefd, LLC | 0.00% | Reduce -79.1% | 32 | $2K |
| Optiver Holding B.V. | 0.00% | Reduce -68.3% | 26 | $2K |
| True Wealth Design, LLC | 0.00% | Add +4.5% | 23 | $1K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -96.4% | 20 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Add +28.6% | 9 | $569 |
| Assetmark, Inc. | 0.00% | No change | 8 | $505 |
| Nisa Investment Advisors, LLC | 0.00% | No change | 5 | $316 |
| Covestor Ltd | 0.00% | Reduce -97.9% | 4 | $0 |
"% of holder's portfolio" is FBIZ's weight in each manager's 13F, not the share of First Business Financial Ser the manager owns.