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FBIZ — FIRST BUSINESS FINL SVCS INC

Reported value held$162.32M
Funds holding (latest)33
SectorFinancials
Funds holding (Q2 2026)27
Institutional value$133.50M · 2.12M sh
New / Add / Cut / Exit1 / 16 / 6 / 2
Top-5 / Top-10 concentration77.4% / 92.2%
Institutional holdings change Accumulating +6.8% (+134.31K sh)
Institutional value change Up +25.0%

As of Q2 2026, 27 SEC-registered investment managers reported holding FBIZ (FIRST BUSINESS FINL SVCS INC) in their latest 13F filings, with a combined reported value of $133.50M across 2.12M shares. That is +6.8% by share count (+134.31K shares) versus the previous quarter, while reported value moved +25.0%. Ownership is concentrated: the five largest holders account for 77.4% of reported value and the top ten for 92.2%.

Compared with the prior quarter, 1 opened new positions, 16 added to existing stakes, 6 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

FBIZ is classified in the Financials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
BlackRock Inc history Q2 2026 928.38K $58.65M 0.00% Add
Vanguard Group history Q4 2025 480.48K $26.09M 0.00% Hold
Manulife Financial history Q2 2026 243.00K $15.35M 0.01% Reduce
Geode Capital Management history Q2 2026 214.99K $13.58M 0.00% Add
AQR Capital Management history Q2 2026 128.93K $8.14M 0.00% Add
Renaissance Technologies history Q2 2026 120.86K $7.64M 0.01% Reduce
Northern Trust Corp history Q2 2026 83.40K $5.27M 0.00% Add
Morgan Stanley history Q2 2026 79.99K $5.05M 0.00% Add
Two Sigma Investments history Q2 2026 73.57K $4.65M 0.00% Add
Goldman Sachs Group history Q2 2026 42.68K $2.70M 0.00% Reduce
BNY Mellon history Q2 2026 32.63K $2.06M 0.00% Add
Millennium Management history Q2 2026 25.36K $1.60M 0.00% Reduce
Bank of America Corp history Q2 2026 23.99K $1.52M 0.00% Hold
Charles Schwab Investment Management history Q2 2026 23.89K $1.51M 0.00% Add
Citadel Advisors history Q2 2026 20.90K $1.32M 0.00% Add
Franklin Resources history Q1 2026 17.87K $963.57K 0.00% Reduce
Lazard Asset Management history Q1 2026 16.77K $904.57K 0.00% Add
UBS Group AG history Q2 2026 10.68K $674.91K 0.00% Reduce
Invesco Ltd history Q2 2026 9.96K $629.30K 0.00% Reduce
Principal Global Investors history Q4 2025 11.38K $617.77K 0.00% Add

View all 33 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — — 724.45K 869.09K 1.01M 946.77K 882.27K 869.79K 870.20K 928.38K
Manulife Financial 320.37K 345.56K 346.48K 344.27K 328.36K 315.72K 308.37K 308.99K 299.24K 287.60K 277.01K 274.94K 267.40K 263.70K 265.68K 260.09K 254.82K 248.44K 244.79K 243.00K
Geode Capital Management 62.97K 62.97K 64.08K 127.33K 127.64K 137.12K 140.32K 143.07K 152.28K 155.73K 163.47K 171.20K 173.40K 171.57K 177.56K 185.36K 228.70K 235.05K 199.77K 214.99K
AQR Capital Management — — — — 38.91K 21.54K — — — — — — — 4.71K 9.63K 24.64K 83.62K 105.95K 94.63K 128.93K
Renaissance Technologies 247.11K 226.47K 215.66K 206.06K 168.92K 174.76K 170.47K 154.47K 152.97K 152.08K 153.47K 153.76K 161.76K 147.87K 142.26K 150.66K 141.56K 128.26K 122.47K 120.86K
Northern Trust Corp 51.60K 50.41K 46.90K 100.12K 98.97K 98.39K 95.92K 98.61K 100.03K 101.94K 94.74K 92.36K 92.42K 89.92K 87.36K 80.27K 82.99K 75.56K 79.47K 83.40K
Morgan Stanley 18.39K 18.05K 16.82K 13.98K 20.57K 22.95K 21.64K 21.54K 19.65K 30.90K 26.09K 23.50K 39.24K 42.73K 39.40K 47.94K 40.57K 50.92K 75.72K 79.99K
Two Sigma Investments 13.68K 13.21K 18.25K 40.84K 20.92K 21.21K 17.31K — — 6.40K 7.50K 9.20K 14.83K 19.08K 23.41K 40.27K 46.21K 19.69K 31.70K 73.57K
Goldman Sachs Group 50.74K 50.12K 52.79K 19.64K 23.07K 26.24K 34.42K 38.66K 35.38K 31.56K 31.52K 30.78K 44.56K 54.64K 46.96K 33.30K 49.31K 52.59K 55.40K 42.68K
BNY Mellon 21.45K 16.11K 16.67K 35.68K 37.88K 39.69K 38.85K 38.15K 38.23K 37.68K 35.89K 37.89K 31.46K 33.11K 32.42K 33.46K 34.27K 31.31K 30.81K 32.63K
Millennium Management 91.33K 99.15K 138.72K 27.06K — 34.40K 26.19K — 11.24K 8.77K 14.12K 5.74K 15.98K 13.03K 19.29K 28.91K 40.17K 34.19K 33.17K 25.36K
Bank of America Corp 20.82K 20.77K 20.61K 15.66K 16.84K 20.24K 14.92K 7.81K 8.15K 10.82K 5.52K 6.83K 7.28K 11.50K 7.87K 6.84K 13.31K 17.64K 24.02K 23.99K
Charles Schwab Investment Management — — — 20.00K 20.02K 20.81K 20.99K 20.68K 20.68K 20.70K 20.70K 21.52K 21.52K 21.52K 22.17K 22.86K 22.16K 24.68K 22.37K 23.89K
Citadel Advisors — — 9.40K 18.74K 9.53K — — — — — — — — 5.36K — 12.61K — — 4.46K 20.90K
UBS Group AG 664 — 1.14K 191 — 3.29K 3.50K 4.51K 4.34K 8.72K 7.79K 2.41K 3.72K 4.20K 4.37K 5.88K 9.68K 18.37K 14.39K 10.68K
Invesco Ltd — — — 47.71K 43.52K 12.27K 16.59K 13.93K 14.03K 18.73K 16.91K 18.08K — 84.62K 57.77K 58.17K 9.37K 11.21K 10.42K 9.96K
JPMorgan Chase & Co — 4.78K 6.66K 7.26K 7.36K 9.55K 3.20K 9.55K 5.33K 7.88K 15.95K 6.01K 24.47K 50.02K 22.10K 10.39K 16.18K 14.58K — 9.04K
Prudential Financial — — — — — — — — — — — — — — 8.25K 7.75K 7.79K 6.46K 7.22K 8.29K
Deutsche Bank AG 37 — — 3.79K 3.25K 3.31K 4.92K 5.59K 2.38K 2.38K 2.38K 5.98K 5.98K 9.16K 7.44K 5.44K 7.14K 7.14K 7.14K 7.89K
Wells Fargo & Co 2.04K 44 45 97 14.25K 14.01K 1.50K 2.99K 1.94K 2.42K 2.77K 3.41K 3.56K 4.58K 4.68K 5.14K 6.12K 8.99K 3.10K 6.91K

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