13FBOX
FIRST BUSINESS FINL SVCS INC W COM · 13F Institutional Holdings
Options Calculator Rankings

FIRST BUSINESS FINL SVCS INC W COM

FBIZ
Institutions
141
Combined AUM (Q2 2026)
$375.2M
Combined Shares (Q2 2026)
5.9M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+447,498
77 · 12 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-242,847
55 · 15 Exit · ≈
⚖️ Net
+204,651
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$375.2M
Institutions
141
New Buys
12
Adds
65
Reduces
40
Exits
15
Unchanged
24
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
<0.01%<0.01%#72$58.6M928,380$46.9M870,202+58,178+6.69%Add
DIMENSIONAL FUND ADVISORS LP
0.01%0.01%#38$31.5M498,430$27.0M499,716-1,286-0.26%Reduce
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#92$21.7M343,482$18.4M340,538+2,944+0.86%Add
FIRST BUSINESS FINANCIAL SERVICES, INC.
1.67%1.73%#4$21.5M340,189$19.5M361,311-21,122-5.85%Reduce
AMERICAN CENTURY COMPANIES INC
0.01%0.01%#35$17.2M272,788$13.0M240,137+32,651+13.60%Add
MANUFACTURERS LIFE INSURANCE COMPANY, THE
0.01%0.01%#30$15.4M243,005$13.2M244,795-1,790-0.73%Reduce
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#80$13.6M214,987$10.8M199,772+15,215+7.62%Add
STATE STREET CORP
<0.01%<0.01%#94$11.8M187,371$9.4M173,718+13,653+7.86%Add
BANC FUNDS CO LLC
1.7%1.67%#3$10.3M163,224$9.0M166,224-3,000-1.80%Reduce
Cutler Capital Management, LLC
2.53%2.69%#2$9.8M154,346$8.3M154,590-244-0.16%Reduce
LSV ASSET MANAGEMENT
0.02%0.02%#27$8.9M141,025$7.7M143,625-2,600-1.81%Reduce
Pacific Ridge Capital Partners, LLC
1.6%1.65%#5$8.8M139,808$7.6M140,892-1,084-0.77%Reduce
AQR CAPITAL MANAGEMENT LLC
<0.01%<0.01%#50$8.1M128,927$5.1M94,627+34,300+36.25%Add
FEDERATED HERMES, INC.
0.01%0.01%#31$7.9M125,563$6.3M116,133+9,430+8.12%Add
RENAISSANCE TECHNOLOGIES LLC
0.01%0.01%#33$7.6M120,865$6.6M122,465-1,600-1.31%Reduce
VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%<0.01%#100$6.4M101,542$5.0M92,269+9,273+10.05%Add
De Lisle Partners LLP
0.68%0.64%#8$6.3M98,812$5.3M98,81200.00%Unchanged
Hillsdale Investment Management Inc.
0.13%0.12%#12$5.8M91,671$4.5M83,071+8,600+10.35%Add
NORTHERN TRUST CORP
<0.01%<0.01%#84$5.3M83,399$4.3M79,473+3,926+4.94%Add
BRIDGEWAY CAPITAL MANAGEMENT, LLC
0.09%0.08%#13$5.1M80,557$4.2M77,382+3,175+4.10%Add
MORGAN STANLEY
<0.01%<0.01%#103$5.1M79,994$2.1M40,569+39,425+97.18%Add
TWO SIGMA INVESTMENTS, LP
<0.01%<0.01%#49$4.6M73,566$1.7M31,696+41,870+132.10%Add
Qube Research & Technologies Ltd
<0.01%<0.01%#46$3.9M61,517$3.3M60,458+1,059+1.75%Add
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#79$3.4M54,400$2.8M51,693+2,707+5.24%Add
ACADIAN ASSET MANAGEMENT LLC
<0.01%<0.01%#43$3.4M53,855$2.9M53,85500.00%Unchanged
VISTA INVESTMENT MANAGEMENT
0.99%0.95%#7$3.3M52,349$2.8M52,770-421-0.80%Reduce
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#82$3.1M48,817$2.6M48,457+360+0.74%Add
Empowered Funds, LLC
0.02%0.01%#28$2.9M45,157$2.3M41,982+3,175+7.56%Add
Rosenthal {-} Henry Capital Advisors, Inc.
2.53%2.41%#1$2.8M45,000$2.4M45,00000.00%Unchanged
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#105$2.7M42,680$3.0M55,399-12,719-22.96%Reduce
ALLIANCEBERNSTEIN L.P.
<0.01%<0.01%#76$2.3M43,294$3.2M58,984-15,690-26.60%Reduce
Uncommon Cents Investing LLC
0.46%0.43%#9$2.1M33,878$1.8M34,003-125-0.37%Reduce
Bank of New York Mellon Corp
<0.01%<0.01%#96$2.1M32,634$1.7M30,809+1,825+5.92%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#99$2.0M31,243$1.7M31,017+226+0.73%Add
FIRST TRUST ADVISORS LP
<0.01%<0.01%#68$1.9M30,700$1.6M29,413+1,287+4.38%Add
Daytona Street Capital LLC
1.37%1.32%#6$1.9M29,623$1.7M30,790-1,167-3.79%Reduce
Squarepoint Ops LLC
<0.01%<0.01%#54$1.8M28,061$775,51314,380+13,681+95.14%Add
MILLENNIUM MANAGEMENT LLC
<0.01%<0.01%#88$1.6M25,364$1.8M33,175-7,811-23.54%Reduce
KENNEDY CAPITAL MANAGEMENT LLC
0.03%0.03%#24$1.5M24,280$1.4M25,277-997-3.94%Reduce
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#117$1.5M23,989$1.3M24,024-35-0.15%Reduce
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#110$1.5M23,895$1.2M22,373+1,522+6.80%Add
Poehling Capital Management, INC.
0.32%0.29%#10$1.5M23,848$1.4M25,615-1,767-6.90%Reduce
Creative Planning
<0.01%<0.01%#74$1.5M23,415$721,90713,386+10,029+74.92%Add
STIFEL FINANCIAL CORP
<0.01%<0.01%#66$1.5M23,363$1.3M23,190+173+0.75%Add
Quantinno Capital Management LP
<0.01%<0.01%#57$1.4M22,724$720,45113,359+9,365+70.10%Add
Nuveen, LLC
<0.01%<0.01%#98$1.4M21,958$1.1M19,520+2,438+12.49%Add
Baird Financial Group, Inc.
<0.01%<0.01%#55$1.3M21,240$1.1M21,24000.00%Unchanged
CITADEL ADVISORS LLC
<0.01%<0.01%#111$1.3M20,897$240,3124,456+16,441+368.96%Add
GSA CAPITAL PARTNERS LLP
0.08%0.1%#15$1.2M19,167$1.6M29,276-10,109-34.53%Reduce
Gator Capital Management, LLC
0.24%0.27%#11$1.1M17,835$1.3M24,815-6,980-28.13%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow