FIRST BUSINESS FINANCIAL SER FBIZ
$63.85
-1.4% 52w: $45.59 – $64.76
Latest 13F among current holders filed 19 days ago (Jun 16, 2026)
Price — last 12 months
research preview data45.5955.1864.76
Jun 20, 2025 Jul 2, 2026
Institutional holders
144
+5 QoQ
13F value
$311.6M
+0.3% QoQ
Smart-money holders
6
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns FBIZ?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 870.2K | $46.9M | 0.0% | 0.0% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 499.7K | $27.0M | 0.0% | +0.1% |
| First Business Financial Services, Inc. | Wealth advisor | 361.3K | $19.5M | 1.7% | Held |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 340.5K | $18.4M | 0.0% | — |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Diversified mechanical | 244.8K | $13.2M | 0.0% | -1.5% |
| AMERICAN CENTURY COMPANIES INC | Diversified mechanical | 240.1K | $13.0M | 0.0% | +10.7% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 199.8K | $10.8M | 0.0% | -15.0% |
| STATE STREET CORP | Index provider | 173.7K | $9.4M | 0.0% | +9.9% |
| BANC FUNDS CO LLC | Other | 166.2K | $9.0M | 1.7% | Held |
| Cutler Capital Management, LLC ★2 | Fundamental diversified | 154.6K | $8.3M | 2.7% | +0.5% |
| LSV ASSET MANAGEMENT | Other | 143.6K | $7.7M | 0.0% | +7.1% |
| Pacific Ridge Capital Partners, LLC | Other | 140.9K | $7.6M | 1.6% | +0.3% |
| RENAISSANCE TECHNOLOGIES LLC | Quant stat arb | 122.5K | $6.6M | 0.0% | -4.5% |
| FEDERATED HERMES, INC. | Diversified mechanical | 116.1K | $6.3M | 0.0% | +10.9% |
| De Lisle Partners LLP | Other | 98.8K | $5.3M | 0.6% | +2.1% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 94.6K | $5.1M | 0.0% | -10.7% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 92.3K | $5.0M | 0.0% | — |
| Hillsdale Investment Management Inc. | Other | 83.1K | $4.5M | 0.1% | Held |
| NORTHERN TRUST CORP | Index provider | 79.5K | $4.3M | 0.0% | +5.2% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Diversified mechanical | 77.4K | $4.2M | 0.1% | +5.0% |
| MORGAN STANLEY | Bank broker | 75.7K | $4.1M | 0.0% | +48.7% |
| Qube Research & Technologies Ltd | Quant stat arb | 60.5K | $3.3M | 0.0% | +62.3% |
| ALLIANCEBERNSTEIN L.P. | Long only active | 59.0K | $3.2M | 0.0% | -16.1% |
| GOLDMAN SACHS GROUP INC | Bank broker | 55.4K | $3.0M | 0.0% | +5.3% |
| ACADIAN ASSET MANAGEMENT LLC | Quant stat arb | 53.9K | $2.9M | 0.0% | +14.2% |
| VISTA INVESTMENT MANAGEMENT | Wealth advisor | 52.8K | $2.8M | 1.0% | +0.1% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 51.7K | $2.8M | 0.0% | — |
| AMERIPRISE FINANCIAL INC | Bank broker | 48.5K | $2.6M | 0.0% | +21.3% |
| Rosenthal | Henry Capital Advisors, Inc. ★2 | Fundamental diversified | 45.0K | $2.4M | 2.4% | Held |
| Empowered Funds, LLC | Diversified mechanical | 42.0K | $2.3M | 0.0% | New |
| Uncommon Cents Investing LLC | Other | 34.0K | $1.8M | 0.4% | -2.1% |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 33.2K | $1.8M | 0.0% | -3.0% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 31.7K | $1.7M | 0.0% | +61.0% |
| Daytona Street Capital LLC | Other | 30.8K | $1.7M | 1.3% | Held |
| ROYAL BANK OF CANADA | Bank broker | 31.0K | $1.7M | 0.0% | -0.7% |
| Bank of New York Mellon Corp | Diversified mechanical | 30.8K | $1.7M | 0.0% | -1.6% |
| M3F, Inc. ★3 | Fundamental concentrated | 29.7K | $1.6M | 0.4% | -49.6% |
| FIRST TRUST ADVISORS LP | Index provider | 29.4K | $1.6M | 0.0% | -0.6% |
| GSA CAPITAL PARTNERS LLP | Diversified mechanical | 29.3K | $1.6M | 0.1% | -3.1% |
| Poehling Capital Management, INC. ★2 | Fundamental diversified | 25.6K | $1.4M | 0.3% | -51.0% |
| KENNEDY CAPITAL MANAGEMENT LLC | Other | 25.3K | $1.4M | 0.0% | Held |
| Gator Capital Management, LLC ★2 | Fundamental diversified | 24.8K | $1.3M | 0.3% | +3.5% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 24.0K | $1.3M | 0.0% | +36.2% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 23.2K | $1.3M | 0.0% | +0.7% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 22.4K | $1.2M | 0.0% | -9.3% |
| Baird Financial Group, Inc. | Diversified mechanical | 21.2K | $1.1M | 0.0% | Held |
| Nuveen, LLC | Diversified mechanical | 19.5K | $1.1M | 0.0% | +3.3% |
| US BANCORP \DE\ | Wealth advisor | 17.9K | $964K | 0.0% | Held |
| FRANKLIN RESOURCES INC | Long only active | 17.9K | $964K | 0.0% | -1.3% |
| BARCLAYS PLC | Bank broker | 17.7K | $953K | 0.0% | -37.9% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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