FBIZFIRST BUSINESS FINL SVCS INC
CUSIP 319390100 · Yahoo Finance ↗ · Google Finance ↗
First Business Finl Svcs Inc (FBIZ) has 143 institutional holders in Filings Flow’s 13F database, together reporting 5.75M shares worth $296M as of Q1 2026. The largest reported holders are Blackrock, Inc., Dimensional Fund Advisors LP, and Vanguard Group Inc.
Institutional Holders
143
Q1 2026
Reported Value
$296M
Ticker
FBIZ
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Rosenthal | Henry Capital Advisors, Inc.$102M AUM | 2.37% | $2M | 45.0K | Q1 2026OLDER |
| Cutler Capital Management, LLC$370M AUM | 2.25% | $8M | 154.6K | Q1 2026OLDER |
| FIRST BUSINESS FINANCIAL SERVICES, INC.$1.1B AUM | 1.73% | $19M | 361.3K | Q1 2026OLDER |
| BANC FUNDS CO LLC$537M AUM | 1.67% | $9M | 166.2K | Q1 2026OLDER |
| Pacific Ridge Capital Partners, LLC$462M AUM | 1.65% | $8M | 140.9K | Q1 2026OLDER |
| Daytona Street Capital LLC$130M AUM | 1.32% | $2M | 30.8K | Q1 2026OLDER |
| VISTA INVESTMENT MANAGEMENT$301M AUM | 0.95% | $3M | 52.8K | Q1 2026OLDER |
| De Lisle Partners LLP$836M AUM | 0.64% | $5M | 98.8K | Q1 2026OLDER |
| Uncommon Cents Investing LLC$431M AUM | 0.43% | $2M | 34.0K | Q1 2026OLDER |
| Poehling Capital Management, INC.$475M AUM | 0.29% | $1M | 25.6K | Q1 2026OLDER |
| Gator Capital Management, LLC$489M AUM | 0.27% | $1M | 24.8K | Q1 2026OLDER |
| R Squared Ltd$182M AUM | 0.24% | $445,408 | 8.3K | Q1 2026OLDER |
| Integrated Quantitative Investments LLC$551M AUM | 0.15% | $842,494 | 15.6K | Q1 2026OLDER |
| Hillsdale Investment Management Inc.$3.7B AUM | 0.12% | $4M | 83.1K | Q1 2026OLDER |
| Fourthstone LLC$590M AUM | 0.11% | $621,835 | 12.1K | Q3 2025OLDER |
| Mattern Wealth Management LLC$513M AUM | 0.08% | $431,440 | 8.0K | Q1 2026OLDER |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM | 0.08% | $4M | 77.4K | Q1 2026OLDER |
| Atlatl Advisers LLC$135M AUM | 0.08% | $200,910 | 3.7K | Q4 2025OLDER |
| VIRTUS ADVISERS, LLC$215M AUM | 0.07% | $109,338 | 2.1K | Q3 2025OLDER |
| EntryPoint Capital, LLC$341M AUM | 0.06% | $200,674 | 3.7K | Q1 2026OLDER |
| Legato Capital Management LLC$1.1B AUM | 0.05% | $584,979 | 10.8K | Q1 2026OLDER |
| ERn Financial, LLC$532M AUM | 0.05% | $248,887 | 4.6K | Q1 2026OLDER |
| 1834 INVESTMENT ADVISORS CO$801M AUM | 0.05% | $365,207 | 6.8K | Q1 2026OLDER |
| THOMPSON INVESTMENT MANAGEMENT, INC.$773M AUM | 0.04% | $324,659 | 6.0K | Q1 2026OLDER |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.04% | $341,916 | 6.3K | Q1 2026OLDER |
| KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM | 0.03% | $1M | 25.3K | Q1 2026OLDER |
| CenterBook Partners LP$1.9B AUM | 0.03% | $532,591 | 10.4K | Q3 2025OLDER |
| KLCM Advisors, Inc.$1.2B AUM | 0.02% | $242,685 | 4.5K | Q1 2026OLDER |
| BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM | 0.02% | $258,109 | 4.8K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.01% | $2M | 42.0K | Q2 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM | 0.01% | $248,797 | 4.4K | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.01% | $17,877 | 283 | Q2 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.01% | $13M | 244.8K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.01% | $7M | 122.5K | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.01% | $6M | 116.1K | Q1 2026OLDER |
| MARTINGALE ASSET MANAGEMENT L P$4.0B AUM | 0.01% | $377,726 | 7.0K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.01% | $549,709 | 10.2K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.01% | $13M | 240.1K | Q1 2026OLDER |
| Johnson Financial Group, Inc.$2.8B AUM | 0.01% | $177,018 | 3.3K | Q4 2025OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.01% | $27M | 499.7K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.01% | $758,525 | 14.1K | Q1 2026OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.00% | $498,606 | 9.7K | Q3 2025OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.00% | $325,306 | 6.0K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $42,703 | 676 | Q2 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $3M | 60.5K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.00% | $202,777 | 3.8K | Q1 2026OLDER |
| Point72 Asia (Singapore) Pte. Ltd.$646M AUM | 0.00% | $21,107 | 412 | Q3 2025OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.00% | $201,996 | 3.7K | Q4 2025OLDER |
| Jump Financial, LLC$7.5B AUM | 0.00% | $221,113 | 4.1K | Q1 2026OLDER |
| ALPS ADVISORS INC$21.3B AUM | 0.00% | $482,075 | 8.9K | Q4 2025OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $5M | 94.6K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $83,645 | 1.6K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $440,231 | 8.2K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $65,903 | 1.2K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $496,156 | 9.2K | Q1 2026OLDER |
| JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM | 0.00% | $442,765 | 8.2K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $1M | 21.2K | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.00% | $657,353 | 12.2K | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $904,568 | 16.8K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $623,431 | 11.6K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $2M | 31.7K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $248,563 | 4.6K | Q1 2026OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.00% | $265,596 | 5.2K | Q3 2025OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $720,451 | 13.4K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $964,484 | 17.9K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $1M | 23.2K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $2M | 29.4K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $34,785 | 645 | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $3M | 59.0K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $66,749 | 1.2K | Q1 2026OLDER |
| PANAGORA ASSET MANAGEMENT INC$26.7B AUM | 0.00% | $271,322 | 5.0K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $775,513 | 14.4K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $230,605 | 4.3K | Q2 2026 |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $96,966 | 1.8K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $47M | 870.2K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $21,667 | 343 | Q2 2026 |
| Essential Partners LLC$250M AUM | 0.00% | $1,874 | 37 | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $2M | 33.2K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $277,524 | 5.1K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $3M | 51.7K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $11M | 199.8K | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.00% | $364,297 | 6.8K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $3M | 48.5K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $292,783 | 5.3K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $4M | 79.5K | Q1 2026OLDER |
| MEEDER ASSET MANAGEMENT INC$1.7B AUM | 0.00% | $9,114 | 169 | Q1 2026OLDER |
| Eurizon Capital SGR S.p.A.$32.0B AUM | 0.00% | $162,097 | 3.0K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $721,907 | 13.4K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $92,268 | 1.8K | Q3 2025OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $389,375 | 7.2K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $18M | 340.5K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $15,317 | 284 | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $520,795 | 9.7K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $26M | 480.5K | Q4 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $255,035 | 4.7K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $321,475 | 6.0K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $3M | 55.4K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $1,187 | 22 | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $9M | 173.7K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $617,771 | 11.4K | Q4 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $2M | 30.8K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $2M | 31.0K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $208,493 | 3.9K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $1M | 19.5K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $206,606 | 3.8K | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $82,459 | 1.5K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $5M | 92.3K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $13,644 | 253 | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $963,568 | 17.9K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $953,481 | 17.7K | Q1 2026OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.00% | $345,152 | 6.4K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $9,384 | 174 | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $399,567 | 7.4K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $1M | 22.4K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $3M | 50.9K | Q1 2026OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $285,128 | 5.3K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $271,995 | 5.0K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $385,006 | 7.1K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $8,251 | 153 | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $30,039 | 557 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $775,999 | 14.4K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $761 | 14 | Q4 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $2,760 | 51 | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $180,612 | 3.3K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $1M | 24.0K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $561,951 | 10.4K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $1,510 | 28 | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $7,145 | 131 | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $467,412 | 8.7K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $28,259 | 524 | Q1 2026OLDER |
| Point72 (DIFC) Ltd$1.5B AUM | 0.00% | $712 | 14 | Q3 2025OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $378 | 7 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $240,312 | 4.5K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $8,791 | 163 | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $294 | 5.4K | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.00% | $154 | 3 | Q3 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $166,953 | 3.1K | Q2 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $1,025 | 19 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $593 | 11 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $415,511 | 7.7K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $61,588 | 1.1K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $23,190 | 430 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $33,422 | 652 | Q3 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $2,346 | 43 | Q1 2026OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.00% | $18,966 | 370 | Q3 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $809 | 15 | Q2 2026 |
| Legal & General Group Plc$432.4B AUM | 0.00% | $39,045 | 724 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $1,133 | 21 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $3,829 | 71 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $16,503 | 306 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $40,557 | 752 | Q1 2026OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $4,422 | 82 | Q2 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $1,834 | 34 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $1,563 | 29 | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $270 | 5 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $431 | 8 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $55 | 1 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.