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 |
|---|---|---|---|---|---|
| Aua Capital Management, LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 38 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 48 | $1.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 81 | $2.00K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 174 | $5.00K | 0.00% | −2,765−94.1% | Reduced |
| Advisor Group Holdings, Inc. | 192 | $6.00K | 0.00% | −1,727−90.0% | Reduced |
| Great West Life Assurance Co | 301 | $9.00K | 0.00% | +23+8.3% | Added |
| Captrust Financial Advisors | 409 | $12.0K | 0.00% | −26−6.0% | Reduced |
| FourThought Financial, LLC | 475 | $14.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,152 | $35.0K | 0.00% | −303−20.8% | Reduced |
| Legal & General Group Plc | 1,269 | $38.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,360 | $41.0K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 1,400 | $42.0K | 0.00% | +1,400 | New |
| American Portfolios Advisors | 1,435 | $43.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,466 | $44.0K | 0.00% | +1,466 | New |
| Prentice Wealth Management LLC | 1,602 | $48.0K | 0.02% | +1,602 | New |
| Barclays PLC | 2,045 | $61.0K | 0.00% | −11,197−84.6% | Reduced |
| BNP Paribas Arbitrage, SA | 2,119 | $63.6K | 0.00% | −4,741−69.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 2,581 | $77.0K | 0.00% | +856+49.6% | Added |
| Tower Research Capital LLC (TRC) | 3,241 | $97.0K | 0.00% | +2,121+189.4% | Added |
| Nisa Investment Advisors, LLC | 3,790 | $114.0K | 0.00% | +340+9.9% | Added |
| Russell Investments Group, Ltd. | 4,607 | $138.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 5,133 | $154.0K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 5,200 | $156.0K | 0.04% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 5,912 | $177.0K | 0.03% | +32+0.5% | Added |
| MetLife Investment Management | 6,461 | $193.8K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 6,572 | $197.0K | 0.00% | −1,662−20.2% | Reduced |
| ExodusPoint Capital Management, LP | 6,896 | $207.0K | 0.00% | +6,896 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 7,173 | $215.0K | 0.00% | +7,173 | New |
| Panagora Asset Management Inc | 7,332 | $220.0K | 0.00% | −1,618−18.1% | Reduced |
| Susquehanna International Group, LLP | 7,567 | $227.0K | 0.00% | +7,567 | New |
| California Public Employees Retirement System | 7,940 | $238.0K | 0.00% | −24,560−75.6% | Reduced |
| First Trust Advisors LP | 8,208 | $246.0K | 0.00% | +402+5.1% | Added |
| Engineers Gate Manager LP | 8,475 | $254.0K | 0.02% | +319+3.9% | Added |
| Alliancebernstein L.P. | 8,500 | $255.0K | 0.00% | −10,233−54.6% | Reduced |
| American International Group, Inc. | 8,777 | $263.0K | 0.00% | −456−4.9% | Reduced |
| Jane Street Group, LLC | 8,974 | $269.0K | 0.00% | +8,974 | New |
| Deutsche Bank AG | 9,298 | $279.0K | 0.00% | −984−9.6% | Reduced |
| Gsa Capital Partners LLP | 9,578 | $287.0K | 0.03% | +9,578 | New |
| Squarepoint Ops LLC | 9,693 | $291.0K | 0.00% | +2,430+33.5% | Added |
| Wells Fargo & Company | 9,780 | $293.0K | 0.00% | −12,248−55.6% | Reduced |
| Public Employees Retirement System of Ohio | 10,533 | $316.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 10,715 | $322.0K | 0.00% | −17,794−62.4% | Reduced |
| 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 |
| Raymond James & Associates | 11,164 | $335.0K | 0.00% | +20+0.2% | Added |
| Qci Asset Management Inc | 12,082 | $362.0K | 0.02% | +12,082 | New |
| Stifel Financial Corp | 13,128 | $394.0K | 0.00% | −30−0.2% | Reduced |
| IndexIQ Advisors LLC | 13,356 | $401.0K | 0.01% | −50−0.4% | Reduced |
| Winton Group Ltd | 13,687 | $411.0K | 0.02% | +820+6.4% | Added |
| QS Investors, LLC | 15,471 | $465.0K | 0.01% | +7,000+82.6% | Added |
| 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 |
| Voya Investment Management LLC | 20,184 | $606.0K | 0.00% | −614−3.0% | Reduced |
| Los Angeles Capital Management LLC | 21,140 | $634.0K | 0.00% | +21,140 | New |
| California State Teachers Retirement System | 21,651 | $650.0K | 0.00% | −2,321−9.7% | Reduced |
| D. E. Shaw & Co., Inc. | 23,981 | $720.0K | 0.00% | −6,473−21.3% | Reduced |
| Rhumbline Advisers | 24,673 | $740.0K | 0.00% | −3,224−11.6% | Reduced |
| Cutler Capital Management, LLC | 25,000 | $750.0K | 0.29% | +4,000+19.0% | Added |
| DCM Advisors, LLC | 25,026 | $751.0K | 0.43% | −627−2.4% | Reduced |
| STRS Ohio | 26,500 | $795.0K | 0.00% | +600+2.3% | Added |
| SEI Investments Co | 26,702 | $800.0K | 0.00% | +647+2.5% | Added |
| Bailard, Inc. | 26,700 | $801.0K | 0.03% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 27,326 | $820.0K | 0.00% | −2,100−7.1% | Reduced |
| Morgan Stanley | 30,521 | $916.0K | 0.00% | +19,989+189.8% | Added |
| Globeflex Capital L P | 31,346 | $940.0K | 0.17% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 31,926 | $957.0K | 0.03% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 33,395 | $1.00M | 0.00% | +314+0.9% | Added |
| Two Sigma Investments, LP | 36,921 | $1.11M | 0.00% | +16,723+82.8% | Added |
| Millennium Management LLC | 39,436 | $1.18M | 0.00% | +22,741+136.2% | Added |
| AQR Capital Management LLC | 40,207 | $1.21M | 0.00% | +4,233+11.8% | Added |
| Ameriprise Financial Inc | 41,263 | $1.24M | 0.00% | −2,897−6.6% | Reduced |
| Bank of America Corp | 44,434 | $1.33M | 0.00% | −15,149−25.4% | Reduced |
| Martingale Asset Management L P | 44,633 | $1.34M | 0.02% | −3,599−7.5% | Reduced |
| Cornercap Investment Counsel Inc | 45,655 | $1.37M | 0.15% | +419+0.9% | Added |
| EJF Capital LLC | 46,187 | $1.39M | 0.12% | −126,063−73.2% | Reduced |
| Victory Capital Management Inc | 49,890 | $1.50M | 0.00% | −2,805−5.3% | Reduced |
| Two Sigma Advisers, LP | 51,424 | $1.54M | 0.00% | +10,600+26.0% | Added |
| Jacobs Levy Equity Management, Inc | 52,491 | $1.57M | 0.01% | +17,352+49.4% | Added |
| Community Capital Management, Inc. | 60,123 | $1.80M | 1.83% | +20,319+51.0% | Added |
| Federated Hermes, Inc. | 62,276 | $1.87M | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 65,825 | $1.98M | 0.00% | −4,087−5.8% | Reduced |
| New York State Common Retirement Fund | 66,919 | $2.01M | 0.00% | +132+0.2% | Added |
| Invesco Ltd. | 71,896 | $2.16M | 0.00% | +2,435+3.5% | Added |
| American Century Companies Inc | 76,985 | $2.31M | 0.00% | +15,583+25.4% | Added |
| Arrowstreet Capital, Limited Partnership | 77,517 | $2.33M | 0.00% | +18,748+31.9% | Added |
| Parametric Portfolio Associates LLC | 88,469 | $2.65M | 0.00% | +1,610+1.9% | Added |
| Royce & Associates LP | 88,918 | $2.67M | 0.02% | +1,297+1.5% | Added |
| Walthausen & Co., LLC | 90,800 | $2.72M | 0.60% | +7,250+8.7% | Added |
| Eaton Vance Management | 93,335 | $2.80M | 0.00% | −533−0.6% | Reduced |
| Bridgeway Capital Management, LLC | 96,300 | $2.89M | 0.05% | −2,000−2.0% | Reduced |
| Acadian Asset Management LLC | 117,569 | $3.53M | 0.01% | +13,191+12.6% | Added |
| Bank of New York Mellon Corp | 137,746 | $4.13M | 0.00% | −2,396−1.7% | Reduced |
| Thrivent Financial for Lutherans | 142,649 | $4.28M | 0.01% | +13,274+10.3% | Added |
| Bank of Montreal | 142,952 | $4.39M | 0.00% | +36,957+34.9% | Added |
| Foundry Partners, LLC | 153,360 | $4.60M | 0.16% | −27,565−15.2% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 154,914 | $4.65M | 0.01% | +12,400+8.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 173,909 | $5.22M | 0.03% | +162+0.1% | Added |
| JPMorgan Chase & Co | 190,762 | $5.72M | 0.00% | −38,020−16.6% | Reduced |