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FBIZ

First Business Financial Services, Inc.
$63.85 -0.91 (-1.41%) At close · Jul 2
Market Cap
$533.92M
Shares
8,362,166

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 143
Total Value: $306,574,355
Total Shares: 5,684,558
Showing 1–100 of 143 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 143 13F filers
Top Holder
15.3%
Jun 2023 → Mar 2026 · range 12.4% – 18.0%
of institutional value
Top 5
40.8%
Jun 2023 → Mar 2026 · range 40.8% – 47.1%
of institutional value
Top 10
57.2%
Jun 2023 → Mar 2026 · range 57.2% – 65.4%
of institutional value
HHI
510
Jun 2023 → Mar 2026 · range 510 – 641
Broadly held
Showing 100 of 143
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $46,929,988 15.31% 870,202
Mega DIMENSIONAL FUND ADVISORS LP $26,949,682 8.79% 499,716
Small First Business Financial Services, Inc. $19,485,502 6.36% 361,311
Mega VANGUARD CAPITAL MANAGEMENT LLC $18,365,214 5.99% 340,538
Mega MANUFACTURERS LIFE INSURANCE COMPANY, THE Insurance $13,201,794 4.31% 244,795
Mega AMERICAN CENTURY COMPANIES INC $12,950,588 4.22% 240,137
Mega GEODE CAPITAL MANAGEMENT, LLC $10,773,703 3.51% 199,772
Mega STATE STREET CORP $9,368,611 3.06% 173,718
Small BANC FUNDS CO LLC $8,964,460 2.92% 166,224
Small Cutler Capital Management, LLC $8,337,038 2.72% 154,590
Large LSV ASSET MANAGEMENT $7,745,696 2.53% 143,625
Small Pacific Ridge Capital Partners, LLC $7,598,305 2.48% 140,892
Large RENAISSANCE TECHNOLOGIES LLC $6,604,537 2.15% 122,465
Large FEDERATED HERMES, INC. $6,263,051 2.04% 116,133
Small De Lisle Partners LLP $5,328,931 1.74% 98,812
Mega AQR CAPITAL MANAGEMENT LLC $5,103,229 1.66% 94,627
Mid Hillsdale Investment Management Inc. $4,480,019 1.46% 83,071
Mega NORTHERN TRUST CORP Bank $4,285,977 1.40% 79,473
Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC $4,173,211 1.36% 77,382
Mega MORGAN STANLEY $4,083,522 1.33% 75,719
Large Qube Research & Technologies Ltd $3,260,499 1.06% 60,458
Mega ALLIANCEBERNSTEIN L.P. $3,181,007 1.04% 58,984
Mega GOLDMAN SACHS GROUP INC $2,987,668 0.97% 55,399
Large ACADIAN ASSET MANAGEMENT LLC $2,904,400 0.95% 53,855
Small VISTA INVESTMENT MANAGEMENT $2,845,886 0.93% 52,770
Mega VANGUARD FIDUCIARY TRUST CO Bank $2,787,803 0.91% 51,693
Mega AMERIPRISE FINANCIAL INC $2,613,285 0.85% 48,457
Micro Rosenthal | Henry Capital Advisors, Inc. $2,426,850 0.79% 45,000
Large Empowered Funds, LLC $2,264,089 0.74% 41,982
Small Uncommon Cents Investing LLC $1,833,781 0.60% 34,003
Mega MILLENNIUM MANAGEMENT LLC $1,789,127 0.58% 33,175
Mega TWO SIGMA INVESTMENTS, LP $1,709,365 0.56% 31,696
Mega ROYAL BANK OF CANADA Bank $1,673,015 0.55% 31,022
Mega Bank of New York Mellon Corp Bank $1,661,527 0.54% 30,809
Small Daytona Street Capital LLC $1,660,504 0.54% 30,790
Small M3F, Inc. $1,600,912 0.52% 29,685
Mega FIRST TRUST ADVISORS LP $1,586,243 0.52% 29,413
Mid GSA CAPITAL PARTNERS LLP $1,578,854 0.51% 29,276
Small Poehling Capital Management, INC. $1,381,416 0.45% 25,615
Mid KENNEDY CAPITAL MANAGEMENT LLC $1,363,188 0.44% 25,277
Small Gator Capital Management, LLC $1,338,272 0.44% 24,815
Mega BANK OF AMERICA CORP /DE/ Bank $1,295,614 0.42% 24,024
Large STIFEL FINANCIAL CORP $1,250,636 0.41% 23,190
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $1,206,575 0.39% 22,373
Large Baird Financial Group, Inc. $1,145,473 0.37% 21,240
Mega Nuveen, LLC $1,052,713 0.34% 19,520
Large US BANCORP \DE\ Bank $964,484 0.31% 17,884
Mega FRANKLIN RESOURCES INC $963,566 0.31% 17,867
Mega BARCLAYS PLC $953,482 0.31% 17,680
Large LAZARD ASSET MANAGEMENT LLC $904,567 0.30% 16,773
Small Integrated Quantitative Investments LLC $842,494 0.27% 15,622
Mega UBS Group AG $775,998 0.25% 14,389
Large Squarepoint Ops LLC $775,513 0.25% 14,380
Large Trexquant Investment LP $758,525 0.25% 14,065
Large Creative Planning $721,906 0.24% 13,386
Large Quantinno Capital Management LP $720,450 0.24% 13,359
Large Connor, Clark & Lunn Investment Management Ltd. $657,352 0.21% 12,189
Large STATE OF WISCONSIN INVESTMENT BOARD $623,430 0.20% 11,560
Mid Legato Capital Management LLC $584,978 0.19% 10,847
Mega Invesco Ltd. $561,949 0.18% 10,420
Mid Engineers Gate Manager LP $549,708 0.18% 10,193
Mega RHUMBLINE ADVISERS $520,802 0.17% 9,657
Large Kestra Advisory Services, LLC $496,156 0.16% 9,200
Mega JANE STREET GROUP, LLC $467,410 0.15% 8,667
Small R Squared Ltd $445,407 0.15% 8,259
Large JACOBS LEVY EQUITY MANAGEMENT, INC $442,765 0.14% 8,210
Large IEQ CAPITAL, LLC $440,230 0.14% 8,163
Small Mattern Wealth Management LLC $431,440 0.14% 8,000
Mega JPMORGAN CHASE & CO $414,127 0.14% 7,679
Mega BNP PARIBAS ARBITRAGE, SA $399,567 0.13% 7,409
Large PRUDENTIAL FINANCIAL INC $389,374 0.13% 7,220
Mega DEUTSCHE BANK AG\ Bank $385,006 0.13% 7,139
Mid MARTINGALE ASSET MANAGEMENT L P $377,725 0.12% 7,004
Small 1834 INVESTMENT ADVISORS CO $365,213 0.12% 6,772
Large Man Group plc $364,297 0.12% 6,755
Mega CANADA PENSION PLAN INVESTMENT BOARD Pension $345,152 0.11% 6,400
Small Wealth Enhancement Trust Services, Inc. $341,916 0.11% 6,340
Mid Quadrature Capital Ltd $325,305 0.11% 6,032
Small THOMPSON INVESTMENT MANAGEMENT, INC. $324,658 0.11% 6,020
Large Russell Investments Group, Ltd. $321,474 0.10% 5,961
Mega PRICE T ROWE ASSOCIATES INC /MD/ $293,433 0.10% 5,441
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $286,098 0.09% 5,305
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $285,127 0.09% 5,287
Large CWM, LLC $277,523 0.09% 5,146
Large PANAGORA ASSET MANAGEMENT INC $271,321 0.09% 5,031
Mega HSBC HOLDINGS PLC $270,890 0.09% 5,023
Mid BEESE FULMER INVESTMENT MANAGEMENT, INC. $258,108 0.08% 4,786
Large MERCER GLOBAL ADVISORS INC /ADV $255,034 0.08% 4,729
Micro ERn Financial, LLC $248,886 0.08% 4,615
Large MetLife Investment Management, LLC $248,563 0.08% 4,609
Mid KLCM Advisors, Inc. $242,685 0.08% 4,500
Mega CITADEL ADVISORS LLC $240,311 0.08% 4,456
Mid OCCUDO QUANTITATIVE STRATEGIES LP $238,748 0.08% 4,427
Large NewEdge Advisors, LLC $230,604 0.08% 4,276
Mid Jump Financial, LLC $221,113 0.07% 4,100
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $208,493 0.07% 3,866
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $206,605 0.07% 3,831
Mid XTX Topco Ltd $202,776 0.07% 3,760
Small EntryPoint Capital, LLC $200,673 0.07% 3,721
Mega Vanguard Global Advisers, LLC $180,611 0.06% 3,349
Key facts CIK 1521951 CUSIP 319390100 13F (30d) 1 filings 1 filers Visit website Investor relations

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