FIRST BUSINESS FINANCIAL SER (FBIZ) Institutional Ownership Changes & 13F Activity
FIRST BUSINESS FINANCIAL SER (FBIZ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Two Sigma Investments, Lp, Aqr Capital Management Llc, Citadel Advisors Llc, and Alliancebernstein L.P..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | Sell | -1,790 | -0.7% | 243,005 | $15.35M | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Buy | +16,441 | +369.0% | 20,897 | $1.32M | Q2 2026 | Sep 02, 2026 |
| California State Teachers Retirement System | Sell | -319 | -74.2% | 111 | $7.01K | Q2 2026 | Aug 24, 2026 |
| Mercer Global Advisors Inc | Buy | +2,708 | +57.3% | 7,437 | $469.80K | Q2 2026 | Aug 19, 2026 |
| Empowered Funds, Llc | Buy | +3,175 | +7.6% | 45,157 | $2.85M | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +48,817 | — | 48,817 | $3.08M | Q2 2026 | Aug 14, 2026 |
| Two Sigma Investments, Lp | Buy | +41,870 | +132.1% | 73,566 | $4.65M | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Buy | +34,300 | +36.2% | 128,927 | $8.14M | Q2 2026 | Aug 14, 2026 |
| Alliancebernstein L.P. | Sell | -15,690 | -26.6% | 43,294 | $2.33M | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops Llc | Buy | +13,681 | +95.1% | 28,061 | $1.77M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -12,719 | -23.0% | 42,680 | $2.70M | Q2 2026 | Aug 14, 2026 |
| Integrated Quantitative Investments Llc | Sell | -11,716 | -75.0% | 3,906 | $246.74K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +10,336 | +14557.7% | 10,407 | $657.41K | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | Buy | +9,962 | — | 9,962 | $629.30K | Q2 2026 | Aug 14, 2026 |
| Millennium Management Llc | Sell | -7,811 | -23.5% | 25,364 | $1.60M | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Buy | +5,505 | +146.4% | 9,265 | $585.27K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +3,810 | +123.1% | 6,906 | $436.26K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +3,702 | — | 3,702 | $233.85K | Q2 2026 | Aug 14, 2026 |
| Susquehanna Portfolio Strategies, Llc | Buy | +3,420 | — | 3,420 | $216.04K | Q2 2026 | Aug 14, 2026 |
| Bridgeway Capital Management, Llc | Buy | +3,175 | +4.1% | 80,557 | $5.09M | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager Lp | Sell | -3,105 | -30.5% | 7,088 | $447.75K | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment Lp | Sell | -2,140 | -15.2% | 11,925 | $753.30K | Q2 2026 | Aug 14, 2026 |
| Man Group Plc | Buy | +1,852 | +27.4% | 8,607 | $543.70K | Q2 2026 | Aug 14, 2026 |
| Charles Schwab Investment Management Inc | Buy | +1,522 | +6.8% | 23,895 | $1.51M | Q2 2026 | Aug 14, 2026 |
| State Of Wisconsin Investment Board | Sell | -1,400 | -12.1% | 10,160 | $641.81K | Q2 2026 | Aug 14, 2026 |
| Price T Rowe Associates Inc | Buy | +1,200 | +22.1% | 6,641 | $420.00K | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | Buy | +1,059 | +1.8% | 61,517 | $3.89M | Q2 2026 | Aug 14, 2026 |
| Kennedy Capital Management Llc | Sell | -997 | -3.9% | 24,280 | $1.53M | Q2 2026 | Aug 14, 2026 |
| Metlife Investment Management, Llc | Buy | +527 | +11.4% | 5,136 | $324.44K | Q2 2026 | Aug 14, 2026 |
| Jacobs Levy Equity Management, Inc | Sell | -510 | -6.2% | 7,700 | $486.41K | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about FBIZ activity
Which institutional owners are buying FBIZ?
Institutional owners buying FBIZ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in FBIZ activity?
"Buy" means an investor increased their reported position in FBIZ compared to the prior reporting period. This reflects growing exposure to FIRST BUSINESS FINANCIAL SER (FBIZ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in FBIZ increasing?
Institutional interest in FBIZ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related FBIZ Institutional Insights
- FBIZ Overview
- FBIZ 13F Institutional Holders
- FBIZ Top Institutional Shareholders
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- FBIZ Insider Trading & SEC Form 4 Activity
- FBIZ Articles
- Top Institutional Investor Stock Rankings