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Disclosery

FBIZ FIRST BUSINESS FINL SVCS INC

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COMMON STOCK (common), issuer CIK 1521951

104 managers (105 13F filers) reported a position in FBIZ shares at 2024-12-31, 5,551,054 shares in all. 15 filers opened a position and 8 filers sold out during the quarter.

Managers
104
13F filers
105
New
15
Added
49
Reduced
19
Sold out
8
Shares held by filers
5,551,054

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BlackRock, Inc.in group BlackRock, Inc.869,086$40.2M<0.01%+144,63813F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP538,798$24.9M0.01%+1,12613F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC400,026$18.5M<0.01%-9,73213F-HRTimelineGroup
First Business Financial Services, Inc.376,088$17.4M1.72%+10,17613F-HRTimeline
BANC FUNDS CO LLC333,443$15.4M1.7%-68,18313F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …263,702$12.2M0.01%-3,70313F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC171,570$7.94M<0.01%-1,83413F-HRTimelineGroup
Pacific Ridge Capital Partners, LLC157,761$7.3M1.68%+5,89213F-HRTimeline
Cutler Capital Management, LLC153,199$7.09M2.47%-30013F-HR/ATimeline
RENAISSANCE TECHNOLOGIES LLC147,865$6.84M0.01%-13,90013F-HRTimeline
STATE STREET CORPin group STATE STREET CORP142,616$6.6M<0.01%+5,92613F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC111,980$5.18M<0.01%+33,95713F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.98,314$4.55M<0.01%-6,50013F-HRTimeline
M3F, Inc.97,152$4.5M1.3%-57,14913F-HRTimeline
LSV ASSET MANAGEMENT94,225$4.36M0.01%-11,00013F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC90,421$4.19M0.09%+2,15613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP89,921$4.16M<0.01%-2,50013F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.84,622$3.92M<0.01%new13F-HRTimelineGroup
De Lisle Partners LLP70,866$3.27M0.48%+4,09213F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.69,878$3.23M0.01%+3,29513F-HRTimelineGroup
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC63,319$2.93M0.01%-2,56013F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC60,642$2.81M0.01%+3,98913F-HRTimelineGroup
Poehling Capital Management, INC.58,327$2.7M0.66%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources57,829$2.68M<0.01%-31,23713F-HRTimelineGroup
VISTA INVESTMENT MANAGEMENT55,362$2.56M0.97%-2,21913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC54,642$2.53M<0.01%+10,08613F-HRTimelineGroup
Hillsdale Investment Management Inc.52,642$2.44M0.12%+49,62813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO50,018$2.32M<0.01%+25,55013F-HRTimelineGroup
Empowered Funds, LLC45,021$2.08M0.03%+2,15613F-HRTimeline
Rosenthal | Henry Capital Advisors, Inc.45,000$2.08M1.93%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY42,725$1.98M<0.01%+3,48413F-HR/ATimelineGroup
Uncommon Cents Investing LLC36,220$1.68M0.5%+7013F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding33,476$1.55M+8,642Timeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp33,109$1.53M<0.01%+1,65313F-HRTimelineGroup
Fourthstone LLC30,239$1.4M0.27%+21,71513F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC29,981$1.39M<0.01%+2,07213F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC26,990$1.25M<0.01%+16,04813F-HRTimelineGroup
Gator Capital Management, LLC23,650$1.09M0.41%-20013F-HRTimeline
Nuveen Asset Management, LLCin group TIAA23,004$1.06M<0.01%013F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co21,524$996K<0.01%013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.21,240$983K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\17,925$830K<0.01%+14,12513F-HRTimelineGroup
Connor, Clark & Lunn Investment Managem…16,398$759K<0.01%+9,47413F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC14,043$655K<0.01%+29313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA13,246$613K<0.01%+28213F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC13,025$603K<0.01%-2,96013F-HRTimelineGroup
MARTINGALE ASSET MANAGEMENT L P12,854$595K0.01%+64013F-HRTimeline
Man Group plcin group Man Group plc12,517$579K<0.01%+5,34813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…12,179$564K<0.01%+6713F-HR/ATimeline
GSA CAPITAL PARTNERS LLP11,730$543K0.04%+1,83013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/11,504$533K<0.01%+4,22113F-HRTimelineGroup
RHUMBLINE ADVISERS11,336$525K<0.01%+5113F-HR/ATimeline
JACOBS LEVY EQUITY MANAGEMENT, INC9,954$461K<0.01%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,200$426K<0.01%013F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\9,160$424K<0.01%+3,18313F-HR/ATimelineGroup
Riverwater Partners LLC9,084$421K0.2%-3,16013F-HRTimeline
Qube Research & Technologies Ltd8,753$405K<0.01%new13F-HRTimeline
Mattern Wealth Management LLC8,000$370K0.08%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC7,395$342K<0.01%+52813F-HRTimelineGroup
Creative Planningin group Creative Planning6,953$322K<0.01%+2,20513F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC6,785$314K<0.01%+2,25213F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…6,701$310K<0.01%-2,14713F-HRTimelineGroup
1834 INVESTMENT ADVISORS CO6,581$305K0.04%+3413F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.6,020$279K0.04%013F-HRTimeline
PDT Partners, LLC5,773$267K0.02%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,362$248K<0.01%new13F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP5,014$232K<0.01%new13F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…4,769$221K<0.01%013F-HRTimelineGroup
BEESE FULMER INVESTMENT MANAGEMENT, INC.4,750$220K0.02%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,711$218K<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,682$217K<0.01%new13F-HRTimelineGroup
ERn Financial, LLC4,615$214K0.03%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,577$212K<0.01%+1,02113F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…4,477$207K<0.01%+20613F-HRTimelineGroup
UBS Group AGin group UBS Group AG4,195$194K<0.01%+47913F-HRTimelineGroup
Atlatl Advisers LLC4,100$190K0.11%13F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.3,915$181K<0.01%-29613F-HRTimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND3,866$179K<0.01%013F-HR/ATimeline
SG Americas Securities, LLC3,412$158K<0.01%+67913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS2,183$101K<0.01%+49013F-HRTimelineGroup
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…2,050$94.9K0.07%new13F-HRTimelineGroup
Police & Firemen's Retirement System of…1,878$86.9K<0.01%13F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…1,760$81.5K<0.01%new13F-HRTimeline
R Squared Ltd1,060$49.1K0.05%13F-HRTimeline
Mendota Financial Group, LLC800$37K0.02%013F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc683$31.6K<0.01%013F-HRTimelineGroup
PICTON MAHONEY ASSET MANAGEMENT633$29K<0.01%+16313F-HR/ATimeline
FMR LLCin group FMR LLC610$28.2K<0.01%+8113F-HRTimelineGroup
CWM, LLCin group CWM, LLC614$28K<0.01%+7413F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…601$27.8K<0.01%013F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…571$26.4K<0.01%013F-HR/ATimeline
AMALGAMATED BANK279$13K<0.01%013F-HRTimeline
Sterling Capital Management LLC241$11.2K<0.01%+21613F-HRTimeline
HARBOUR INVESTMENTS, INC.231$10.7K<0.01%013F-HRTimeline
Versant Capital Management, Inc223$10.3K<0.01%new13F-HRTimeline
GAMMA Investing LLC164$7.59K<0.01%+413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…155$7.17K<0.01%-22913F-HRTimelineGroup
IFP Advisors, Inc118$5.46K<0.01%+113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.74$3.42K<0.01%new13F-HR/ATimelineGroup
Covestor Ltd60$3K<0.01%+3113F-HRTimeline
SIGNATUREFD, LLC9$417<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2$93<0.01%new13F-HRTimelineGroup
SIMPLEX TRADING, LLC1$00%new13F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.