Financial Institutions Inc
FISI- Exchange
- Nasdaq
- Industry
- National Commercial Banks
- SEC CIK
- 0000862831
In the last 90 days, Financial Institutions Inc insiders filed 1 open-market purchase and 0 sales; 159 institutions reported holding it in 13F filings for Q2 2026, worth $611.5M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Financial Institutions Inc as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 159
- +10 vs. Q1 2026
- Shares held
- 15.7M
- +39.3K (+0.3%) vs. Q1 2026
- Total value
- $611.5M
- +$114.0M (+22.9%) vs. Q1 2026
- New holders
- 26
- 74 more added
- Sold out
- 16
- 32 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FISI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 159 | $611.5M |
| Q1 2026 | 151 | $502.8M |
| Q4 2025 | 150 | $492.0M |
| Q3 2025 | 142 | $454.2M |
| Q2 2025 | 129 | $418.3M |
| Q1 2025 | 134 | $413.4M |
| Q4 2024 | 142 | $420.0M |
| Q3 2024 | 121 | $288.9M |
| Q2 2024 | 107 | $197.4M |
| Q1 2024 | 100 | $197.9M |
| Q4 2023 | 101 | $216.6M |
| Q3 2023 | 107 | $168.4M |
| Q2 2023 | 103 | $161.9M |
| Q1 2023 | 104 | $217.3M |
| Q4 2022 | 110 | $257.2M |
| Q3 2022 | 112 | $254.2M |
| Q2 2022 | 117 | $276.8M |
| Q1 2022 | 130 | $322.1M |
| Q4 2021 | 127 | $348.6M |
| Q3 2021 | 115 | $334.2M |
| Q2 2021 | 115 | $328.0M |
| Q1 2021 | 113 | $328.8M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Financial Institutions Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| PL Capital Advisors, LLC | 1,816,102 | $70.8M | 19.67% | 00.0% | Unchanged |
| BlackRock, Inc. | 1,667,260 | $65.0M | 0.00% | +189,188+12.8% | Added |
| Dimensional Fund Advisors LP | 1,002,481 | $39.1M | 0.01% | +44,814+4.7% | Added |
| Vanguard Capital Management LLC | 841,166 | $32.8M | 0.00% | +5,628+0.7% | Added |
| Adage Capital Partners GP, L.L.C. | 834,969 | $32.5M | 0.05% | −113,472−12.0% | Reduced |
| State Street Corp | 592,493 | $23.3M | 0.00% | +13,374+2.3% | Added |
| Acadian Asset Management LLC | 593,367 | $23.1M | 0.03% | +38,763+7.0% | Added |
| Geode Capital Management, LLC | 586,724 | $22.9M | 0.00% | +18,028+3.2% | Added |
| Ategra Capital Management, LLC | 564,100 | $22.0M | 11.69% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 457,098 | $17.8M | 0.01% | +182,358+66.4% | Added |
| JPMorgan Chase & Co | 404,980 | $15.7M | 0.00% | +162,059+66.7% | Added |
| American Century Companies Inc | 349,611 | $13.6M | 0.01% | +261,850+298.4% | Added |
| Vanguard Portfolio Management LLC | 263,033 | $10.3M | 0.00% | +50,106+23.5% | Added |
| AQR Capital Management LLC | 251,498 | $9.80M | 0.00% | +93,488+59.2% | Added |
| Hillsdale Investment Management Inc. | 249,200 | $9.71M | 0.22% | +16,120+6.9% | Added |
| Raymond James Financial Inc | 248,283 | $9.68M | 0.00% | −100,745−28.9% | Reduced |
| Morgan Stanley | 234,920 | $9.15M | 0.00% | −25,807−9.9% | Reduced |
| Goldman Sachs Group Inc | 216,109 | $8.42M | 0.00% | −29,066−11.9% | Reduced |
| Alliancebernstein L.P. | 245,258 | $7.78M | 0.00% | −7,968−3.1% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 199,502 | $7.77M | 0.02% | −2,800−1.4% | Reduced |
| Qube Research & Technologies Ltd | 193,831 | $7.55M | 0.01% | +126,187+186.5% | Added |
| LSV Asset Management | 179,800 | $7.01M | 0.01% | +15,900+9.7% | Added |
| Bridgeway Capital Management, LLC | 179,154 | $6.98M | 0.12% | +7,814+4.6% | Added |
| Northern Trust Corp | 176,215 | $6.87M | 0.00% | +10,696+6.5% | Added |
| Charles Schwab Investment Management Inc | 162,212 | $6.32M | 0.00% | +2,031+1.3% | Added |
| Canandaigua National Bank & Trust Co | 154,106 | $6.01M | 0.51% | +154,106 | New |
| Palisades Investment Partners, LLC | 150,826 | $5.92M | 1.68% | +4,322+3.0% | Added |
| Renaissance Technologies LLC | 136,904 | $5.34M | 0.01% | −66,027−32.5% | Reduced |
| Vanguard Fiduciary Trust Co | 130,123 | $5.07M | 0.00% | +3,775+3.0% | Added |
| Bank of America Corp | 128,688 | $5.01M | 0.00% | +8,997+7.5% | Added |
| Courier Capital LLC | 119,133 | $4.64M | 0.23% | +1,932+1.6% | Added |
| Bank of New York Mellon Corp | 117,844 | $4.59M | 0.00% | +2,600+2.3% | Added |
| Empowered Funds, LLC | 109,154 | $4.25M | 0.02% | +7,814+7.7% | Added |
| RMB Capital Management, LLC | 100,017 | $3.90M | 0.06% | 00.0% | Unchanged |
| Maltese Capital Management LLC | 100,000 | $3.90M | 0.71% | −16,963−14.5% | Reduced |
| Mendon Capital Advisors Corp | 100,000 | $3.90M | 1.38% | 00.0% | Unchanged |
| Citadel Advisors LLC | 85,480 | $3.33M | 0.00% | +74,021+646.0% | Added |
| Segall Bryant & Hamill, LLC | 76,010 | $2.96M | 0.04% | +32,695+75.5% | Added |
| Trexquant Investment LP | 74,811 | $2.92M | 0.02% | +41,145+122.2% | Added |
| Nuveen, LLC | 71,468 | $2.79M | 0.00% | +14,611+25.7% | Added |
| FMR LLC | 65,944 | $2.57M | 0.00% | −6,614−9.1% | Reduced |
| Prudential Financial Inc | 65,739 | $2.56M | 0.00% | +45,300+221.6% | Added |
| Wellington Management Group LLP | 62,979 | $2.45M | 0.00% | −837,514−93.0% | Reduced |
| New York State Common Retirement Fund | 62,015 | $2.42M | 0.00% | +2,600+4.4% | Added |
| Commonwealth Equity Services, LLC | 57,721 | $2.25M | 0.00% | −1,182−2.0% | Reduced |
| Russell Investments Group, Ltd. | 52,741 | $2.05M | 0.00% | +17,735+50.7% | Added |
| Bayview Asset Management, LLC | 50,000 | $1.95M | 1.46% | 00.0% | Unchanged |
| Cutler Capital Management, LLC | 49,428 | $1.93M | 0.50% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 46,241 | $1.80M | 0.00% | +65+0.1% | Added |
| Martingale Asset Management L P | 41,548 | $1.62M | 0.04% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 41,541 | $1.62M | 0.00% | +1,489+3.7% | Added |
| Franklin Resources Inc | 40,042 | $1.56M | 0.00% | +9,934+33.0% | Added |
| Kennedy Capital Management, Inc. | 38,254 | $1.49M | 0.03% | −8,094−17.5% | Reduced |
| Victory Capital Management Inc | 37,800 | $1.47M | 0.00% | +200+0.5% | Added |
| Man Group plc | 37,570 | $1.46M | 0.00% | +7,629+25.5% | Added |
| Gsa Capital Partners LLP | 37,429 | $1.46M | 0.09% | +19,400+107.6% | Added |
| Thrivent Financial for Lutherans | 33,657 | $1.31M | 0.00% | −18,539−35.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 32,892 | $1.28M | 0.07% | +10,608+47.6% | Added |
| Invesco Ltd. | 31,793 | $1.24M | 0.00% | −2,244−6.6% | Reduced |
| SEI Investments Co | 30,790 | $1.20M | 0.00% | −20,690−40.2% | Reduced |
| Vanguard Global Advisers, LLC | 26,068 | $1.02M | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 25,431 | $991.0K | 0.00% | +274+1.1% | Added |
| Quantinno Capital Management LP | 23,839 | $929.0K | 0.00% | +3,338+16.3% | Added |
| Creative Planning | 23,631 | $920.9K | 0.00% | +3,639+18.2% | Added |
| Millennium Management LLC | 23,393 | $911.6K | 0.00% | +6,153+35.7% | Added |
| EAM Investors, LLC | 21,546 | $839.6K | 0.07% | −887−4.0% | Reduced |
| XTX Topco Ltd | 20,707 | $807.0K | 0.01% | +20,707 | New |
| STRS Ohio | 19,800 | $771.6K | 0.00% | +1,000+5.3% | Added |
| Ameriprise Financial Inc | 19,427 | $757.3K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 19,219 | $749.0K | 0.00% | +2,237+13.2% | Added |
| Citigroup Inc | 17,847 | $695.5K | 0.00% | +2,402+15.6% | Added |
| BNP Paribas Arbitrage, SA | 16,948 | $660.5K | 0.00% | +387+2.3% | Added |
| Alps Advisors Inc | 16,572 | $645.8K | 0.00% | +202+1.2% | Added |
| Wells Fargo & Company | 16,499 | $643.0K | 0.00% | +9,104+123.1% | Added |
| Susquehanna Fundamental Investments, LLC | 16,185 | $630.7K | 0.01% | −3,946−19.6% | Reduced |
| Price T Rowe Associates Inc | 15,812 | $617.0K | 0.00% | +470+3.1% | Added |
| Quadrature Capital Ltd | 15,129 | $589.6K | 0.01% | +15,129 | New |
| Oppenheimer & Close, LLC | 14,500 | $565.1K | 0.36% | +14,500 | New |
| Wealth Enhancement Advisory Services, LLC | 14,118 | $548.5K | 0.00% | +14,118 | New |
| Bailard, Inc. | 13,400 | $522.2K | 0.01% | +13,400 | New |
| UBS Group AG | 13,023 | $507.5K | 0.00% | −190,013−93.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 12,741 | $496.5K | 0.00% | +12,741 | New |
| Graham Capital Management, L.P. | 12,162 | $474.0K | 0.01% | +383+3.3% | Added |
| MetLife Investment Management | 11,705 | $456.1K | 0.00% | +678+6.1% | Added |
| Panagora Asset Management Inc | 11,447 | $446.1K | 0.00% | +11,447 | New |
| Ieq Capital, LLC | 11,144 | $434.3K | 0.00% | +1,220+12.3% | Added |
| Great Lakes Advisors, LLC | 11,043 | $430.3K | 0.00% | −33−0.3% | Reduced |
| Squarepoint Ops LLC | 10,995 | $428.5K | 0.00% | +3,441+45.6% | Added |
| D. E. Shaw & Co., Inc. | 10,598 | $413.0K | 0.00% | +3,345+46.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 9,073 | $353.6K | 0.00% | −79−0.9% | Reduced |
| Rafferty Asset Management, LLC | 8,833 | $344.2K | 0.00% | −7,345−45.4% | Reduced |
| Barclays PLC | 8,800 | $342.9K | 0.00% | −3,439−28.1% | Reduced |
| Stonebrook Private Inc. | 8,759 | $341.3K | 0.06% | +74+0.9% | Added |
| Mercer Global Advisors Inc | 8,625 | $336.1K | 0.00% | +8,625 | New |
| State of Wisconsin Investment Board | 8,310 | $323.8K | 0.00% | +8,310 | New |
| Engineers Gate Manager LP | 7,836 | $305.4K | 0.00% | +7,836 | New |
| Sterling Capital Management LLC | 7,687 | $299.6K | 0.01% | +7,039+1,086.3% | Added |
| SG Americas Securities, LLC | 7,517 | $293.0K | 0.00% | +1,415+23.2% | Added |
| Cary Street Partners Financial LLC | 7,450 | $290.3K | 0.01% | 00.0% | Unchanged |
| First Trust Advisors LP | 7,108 | $277.0K | 0.00% | −82−1.1% | Reduced |