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 2021
Institutional positions in Financial Institutions Inc as of Jun 30, 2021. 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
- 115
- +2 vs. Q1 2021
- Shares held
- 10.8M
- −17.2K (−0.2%) vs. Q1 2021
- Total value
- $325.4M
- −$3.36M (−1.0%) vs. Q1 2021
- New holders
- 10
- 41 more added
- Sold out
- 8
- 43 more reduced
Compare with Q1 2021: 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 | $443.9M |
| Q2 2025 | 129 | $417.8M |
| Q1 2025 | 134 | $413.4M |
| Q4 2024 | 142 | $419.1M |
| Q3 2024 | 121 | $288.5M |
| Q2 2024 | 106 | $197.2M |
| Q1 2024 | 100 | $186.9M |
| Q4 2023 | 101 | $209.9M |
| Q3 2023 | 107 | $168.4M |
| Q2 2023 | 103 | $161.9M |
| Q1 2023 | 104 | $202.0M |
| Q4 2022 | 110 | $257.2M |
| Q3 2022 | 112 | $254.2M |
| Q2 2022 | 117 | $276.8M |
| Q1 2022 | 130 | $322.1M |
| Q4 2021 | 127 | $348.0M |
| Q3 2021 | 115 | $334.2M |
| Q2 2021 | 115 | $325.4M |
| Q1 2021 | 113 | $328.8M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Financial Institutions Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 1,273,767 | $38.2M | 0.01% | −2,570−0.2% | Reduced |
| BlackRock Inc. | 1,209,618 | $36.3M | 0.00% | −144,610−10.7% | Reduced |
| Vanguard Group Inc | 746,628 | $22.4M | 0.00% | −33,914−4.3% | Reduced |
| FMR LLC | 738,016 | $22.1M | 0.00% | +337,092+84.1% | Added |
| Commonwealth Equity Services, LLC | 576,652 | $17.3M | 0.04% | −16,163−2.7% | Reduced |
| LSV Asset Management | 436,304 | $13.1M | 0.02% | +10,232+2.4% | Added |
| State Street Corp | 384,352 | $11.6M | 0.00% | +32,296+9.2% | Added |
| Canandaigua National Corp | 363,345 | $10.9M | 1.77% | −3,499−1.0% | Reduced |
| Renaissance Technologies LLC | 340,900 | $10.2M | 0.01% | −39,700−10.4% | Reduced |
| Geode Capital Management, LLC | 294,350 | $8.83M | 0.00% | +1,698+0.6% | Added |
| Northern Trust Corp | 241,500 | $7.25M | 0.00% | −6,645−2.7% | Reduced |
| Charles Schwab Investment Management Inc | 239,579 | $7.19M | 0.00% | +17,213+7.7% | Added |
| Prudential Financial Inc | 218,406 | $6.55M | 0.01% | −18,384−7.8% | Reduced |
| Ategra Capital Management, LLC | 209,207 | $6.28M | 3.21% | 00.0% | Unchanged |
| BHZ Capital Management, LP | 194,963 | $5.85M | 2.17% | −23,896−10.9% | Reduced |
| JPMorgan Chase & Co | 190,762 | $5.72M | 0.00% | −38,020−16.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 173,909 | $5.22M | 0.03% | +162+0.1% | Added |
| Hotchkis & Wiley Capital Management LLC | 154,914 | $4.65M | 0.01% | +12,400+8.7% | Added |
| Foundry Partners, LLC | 153,360 | $4.60M | 0.16% | −27,565−15.2% | Reduced |
| Bank of Montreal | 142,952 | $4.39M | 0.00% | +36,957+34.9% | Added |
| Thrivent Financial for Lutherans | 142,649 | $4.28M | 0.01% | +13,274+10.3% | Added |
| Bank of New York Mellon Corp | 137,746 | $4.13M | 0.00% | −2,396−1.7% | Reduced |
| Acadian Asset Management LLC | 117,569 | $3.53M | 0.01% | +13,191+12.6% | Added |
| Bridgeway Capital Management, LLC | 96,300 | $2.89M | 0.05% | −2,000−2.0% | Reduced |
| Eaton Vance Management | 93,335 | $2.80M | 0.00% | −533−0.6% | Reduced |
| Walthausen & Co., LLC | 90,800 | $2.72M | 0.60% | +7,250+8.7% | Added |
| Royce & Associates LP | 88,918 | $2.67M | 0.02% | +1,297+1.5% | Added |
| Parametric Portfolio Associates LLC | 88,469 | $2.65M | 0.00% | +1,610+1.9% | Added |
| Arrowstreet Capital, Limited Partnership | 77,517 | $2.33M | 0.00% | +18,748+31.9% | Added |
| American Century Companies Inc | 76,985 | $2.31M | 0.00% | +15,583+25.4% | Added |
| Invesco Ltd. | 71,896 | $2.16M | 0.00% | +2,435+3.5% | Added |
| New York State Common Retirement Fund | 66,919 | $2.01M | 0.00% | +132+0.2% | Added |
| Nuveen Asset Management, LLC | 65,825 | $1.98M | 0.00% | −4,087−5.8% | Reduced |
| Federated Hermes, Inc. | 62,276 | $1.87M | 0.00% | 00.0% | Unchanged |
| Community Capital Management, Inc. | 60,123 | $1.80M | 1.83% | +20,319+51.0% | Added |
| Jacobs Levy Equity Management, Inc | 52,491 | $1.57M | 0.01% | +17,352+49.4% | Added |
| Two Sigma Advisers, LP | 51,424 | $1.54M | 0.00% | +10,600+26.0% | Added |
| Victory Capital Management Inc | 49,890 | $1.50M | 0.00% | −2,805−5.3% | Reduced |
| EJF Capital LLC | 46,187 | $1.39M | 0.12% | −126,063−73.2% | Reduced |
| Cornercap Investment Counsel Inc | 45,655 | $1.37M | 0.15% | +419+0.9% | Added |
| Martingale Asset Management L P | 44,633 | $1.34M | 0.02% | −3,599−7.5% | Reduced |
| Bank of America Corp | 44,434 | $1.33M | 0.00% | −15,149−25.4% | Reduced |
| Ameriprise Financial Inc | 41,263 | $1.24M | 0.00% | −2,897−6.6% | Reduced |
| AQR Capital Management LLC | 40,207 | $1.21M | 0.00% | +4,233+11.8% | Added |
| Millennium Management LLC | 39,436 | $1.18M | 0.00% | +22,741+136.2% | Added |
| Two Sigma Investments, LP | 36,921 | $1.11M | 0.00% | +16,723+82.8% | Added |
| Goldman Sachs Group Inc | 33,395 | $1.00M | 0.00% | +314+0.9% | Added |
| ClariVest Asset Management LLC | 31,926 | $957.0K | 0.03% | 00.0% | Unchanged |
| Globeflex Capital L P | 31,346 | $940.0K | 0.17% | 00.0% | Unchanged |
| Morgan Stanley | 30,521 | $916.0K | 0.00% | +19,989+189.8% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 27,326 | $820.0K | 0.00% | −2,100−7.1% | Reduced |
| Bailard, Inc. | 26,700 | $801.0K | 0.03% | 00.0% | Unchanged |
| SEI Investments Co | 26,702 | $800.0K | 0.00% | +647+2.5% | Added |
| STRS Ohio | 26,500 | $795.0K | 0.00% | +600+2.3% | Added |
| DCM Advisors, LLC | 25,026 | $751.0K | 0.43% | −627−2.4% | Reduced |
| Cutler Capital Management, LLC | 25,000 | $750.0K | 0.29% | +4,000+19.0% | Added |
| Rhumbline Advisers | 24,673 | $740.0K | 0.00% | −3,224−11.6% | Reduced |
| D. E. Shaw & Co., Inc. | 23,981 | $720.0K | 0.00% | −6,473−21.3% | Reduced |
| California State Teachers Retirement System | 21,651 | $650.0K | 0.00% | −2,321−9.7% | Reduced |
| Los Angeles Capital Management LLC | 21,140 | $634.0K | 0.00% | +21,140 | New |
| Voya Investment Management LLC | 20,184 | $606.0K | 0.00% | −614−3.0% | Reduced |
| Courier Capital LLC | 16,163 | $485.0K | 0.05% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 16,153 | $485.0K | 0.02% | −22−0.1% | Reduced |
| QS Investors, LLC | 15,471 | $465.0K | 0.01% | +7,000+82.6% | Added |
| Winton Group Ltd | 13,687 | $411.0K | 0.02% | +820+6.4% | Added |
| IndexIQ Advisors LLC | 13,356 | $401.0K | 0.01% | −50−0.4% | Reduced |
| Stifel Financial Corp | 13,128 | $394.0K | 0.00% | −30−0.2% | Reduced |
| Qci Asset Management Inc | 12,082 | $362.0K | 0.02% | +12,082 | New |
| Raymond James & Associates | 11,164 | $335.0K | 0.00% | +20+0.2% | Added |
| Resource Management, LLC | 10,954 | $329.0K | 0.04% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 10,969 | $329.0K | 0.00% | +986+9.9% | Added |
| Citadel Advisors LLC | 10,715 | $322.0K | 0.00% | −17,794−62.4% | Reduced |
| Public Employees Retirement System of Ohio | 10,533 | $316.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 9,780 | $293.0K | 0.00% | −12,248−55.6% | Reduced |
| Squarepoint Ops LLC | 9,693 | $291.0K | 0.00% | +2,430+33.5% | Added |
| Gsa Capital Partners LLP | 9,578 | $287.0K | 0.03% | +9,578 | New |
| Deutsche Bank AG | 9,298 | $279.0K | 0.00% | −984−9.6% | Reduced |
| Jane Street Group, LLC | 8,974 | $269.0K | 0.00% | +8,974 | New |
| American International Group, Inc. | 8,777 | $263.0K | 0.00% | −456−4.9% | Reduced |
| Alliancebernstein L.P. | 8,500 | $255.0K | 0.00% | −10,233−54.6% | Reduced |
| Engineers Gate Manager LP | 8,475 | $254.0K | 0.02% | +319+3.9% | Added |
| First Trust Advisors LP | 8,208 | $246.0K | 0.00% | +402+5.1% | Added |
| California Public Employees Retirement System | 7,940 | $238.0K | 0.00% | −24,560−75.6% | Reduced |
| Susquehanna International Group, LLP | 7,567 | $227.0K | 0.00% | +7,567 | New |
| Panagora Asset Management Inc | 7,332 | $220.0K | 0.00% | −1,618−18.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 7,173 | $215.0K | 0.00% | +7,173 | New |
| ExodusPoint Capital Management, LP | 6,896 | $207.0K | 0.00% | +6,896 | New |
| Royal Bank of Canada | 6,572 | $197.0K | 0.00% | −1,662−20.2% | Reduced |
| MetLife Investment Management | 6,461 | $193.8K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 5,912 | $177.0K | 0.03% | +32+0.5% | Added |
| Vectors Research Management, LLC | 5,200 | $156.0K | 0.04% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 5,133 | $154.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 4,607 | $138.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 3,790 | $114.0K | 0.00% | +340+9.9% | Added |
| Tower Research Capital LLC (TRC) | 3,241 | $97.0K | 0.00% | +2,121+189.4% | Added |
| O'Shaughnessy Asset Management, LLC | 2,581 | $77.0K | 0.00% | +856+49.6% | Added |
| BNP Paribas Arbitrage, SA | 2,119 | $63.6K | 0.00% | −4,741−69.1% | Reduced |
| Barclays PLC | 2,045 | $61.0K | 0.00% | −11,197−84.6% | Reduced |
| Prentice Wealth Management LLC | 1,602 | $48.0K | 0.02% | +1,602 | New |
| Group One Trading, L.P. | 1,466 | $44.0K | 0.00% | +1,466 | New |