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, Q3 2021
Institutional positions in Financial Institutions Inc as of Sep 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
- +1 vs. Q2 2021
- Shares held
- 10.9M
- +71.4K (+0.7%) vs. Q2 2021
- Total value
- $334.2M
- +$9.25M (+2.8%) vs. Q2 2021
- New holders
- 11
- 33 more added
- Sold out
- 10
- 43 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Financial Institutions Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 1,272,923 | $39.0M | 0.01% | −844−0.1% | Reduced |
| BlackRock Inc. | 1,189,722 | $36.5M | 0.00% | −19,896−1.6% | Reduced |
| FMR LLC | 884,711 | $27.1M | 0.00% | +146,695+19.9% | Added |
| Vanguard Group Inc | 758,281 | $23.2M | 0.00% | +11,653+1.6% | Added |
| Commonwealth Equity Services, LLC | 570,407 | $17.5M | 0.04% | −6,245−1.1% | Reduced |
| LSV Asset Management | 423,380 | $13.0M | 0.02% | −12,924−3.0% | Reduced |
| State Street Corp | 370,196 | $11.4M | 0.00% | −14,156−3.7% | Reduced |
| Canandaigua National Corp | 357,347 | $11.0M | 1.78% | −5,998−1.7% | Reduced |
| Renaissance Technologies LLC | 341,000 | $10.5M | 0.01% | +1000.0% | Added |
| Geode Capital Management, LLC | 293,856 | $9.01M | 0.00% | −494−0.2% | Reduced |
| Northern Trust Corp | 236,492 | $7.25M | 0.00% | −5,008−2.1% | Reduced |
| Charles Schwab Investment Management Inc | 234,269 | $7.18M | 0.00% | −5,310−2.2% | Reduced |
| Ategra Capital Management, LLC | 219,207 | $6.72M | 3.38% | +10,000+4.8% | Added |
| Prudential Financial Inc | 210,442 | $6.45M | 0.01% | −7,964−3.6% | Reduced |
| JPMorgan Chase & Co | 182,455 | $5.59M | 0.00% | −8,307−4.4% | Reduced |
| BHZ Capital Management, LP | 181,863 | $5.57M | 2.07% | −13,100−6.7% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 181,221 | $5.55M | 0.04% | +7,312+4.2% | Added |
| Foundry Partners, LLC | 164,710 | $5.05M | 0.18% | +11,350+7.4% | Added |
| Hotchkis & Wiley Capital Management LLC | 148,864 | $4.56M | 0.01% | −6,050−3.9% | Reduced |
| Bank of New York Mellon Corp | 145,643 | $4.46M | 0.00% | +7,897+5.7% | Added |
| Thrivent Financial for Lutherans | 145,609 | $4.46M | 0.01% | +2,960+2.1% | Added |
| Bank of Montreal | 137,171 | $4.40M | 0.00% | −5,781−4.0% | Reduced |
| Acadian Asset Management LLC | 127,190 | $3.90M | 0.01% | +9,621+8.2% | Added |
| Bridgeway Capital Management, LLC | 99,700 | $3.06M | 0.06% | +3,400+3.5% | Added |
| Eaton Vance Management | 93,335 | $2.86M | 0.00% | 00.0% | Unchanged |
| Royce & Associates LP | 90,922 | $2.79M | 0.02% | +2,004+2.3% | Added |
| Parametric Portfolio Associates LLC | 86,385 | $2.65M | 0.00% | −2,084−2.4% | Reduced |
| American Century Companies Inc | 82,297 | $2.52M | 0.00% | +5,312+6.9% | Added |
| Walthausen & Co., LLC | 82,210 | $2.52M | 0.64% | −8,590−9.5% | Reduced |
| Federated Hermes, Inc. | 70,182 | $2.15M | 0.00% | +7,906+12.7% | Added |
| New York State Common Retirement Fund | 66,912 | $2.05M | 0.00% | −70.0% | Reduced |
| Goldman Sachs Group Inc | 63,697 | $1.95M | 0.00% | +30,302+90.7% | Added |
| EJF Capital LLC | 62,124 | $1.90M | 0.17% | +15,937+34.5% | Added |
| Community Capital Management, Inc. | 60,123 | $1.84M | 1.91% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 61,866 | $1.83M | 0.00% | −3,959−6.0% | Reduced |
| Martingale Asset Management L P | 53,597 | $1.64M | 0.02% | +8,964+20.1% | Added |
| Jacobs Levy Equity Management, Inc | 52,149 | $1.60M | 0.01% | −342−0.7% | Reduced |
| Victory Capital Management Inc | 48,910 | $1.50M | 0.00% | −980−2.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 46,427 | $1.42M | 0.00% | −31,090−40.1% | Reduced |
| Cornercap Investment Counsel Inc | 45,655 | $1.40M | 0.16% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 44,824 | $1.37M | 0.00% | −6,600−12.8% | Reduced |
| Bank of America Corp | 43,807 | $1.34M | 0.00% | −627−1.4% | Reduced |
| AQR Capital Management LLC | 41,889 | $1.28M | 0.00% | +1,682+4.2% | Added |
| Ameriprise Financial Inc | 41,508 | $1.27M | 0.00% | +245+0.6% | Added |
| Cutler Capital Management, LLC | 32,500 | $996.0K | 0.38% | +7,500+30.0% | Added |
| ClariVest Asset Management LLC | 31,726 | $972.0K | 0.03% | −200−0.6% | Reduced |
| Globeflex Capital L P | 31,346 | $961.0K | 0.21% | 00.0% | Unchanged |
| Invesco Ltd. | 30,674 | $940.0K | 0.00% | −41,222−57.3% | Reduced |
| Morgan Stanley | 30,148 | $924.0K | 0.00% | −373−1.2% | Reduced |
| Two Sigma Investments, LP | 29,673 | $909.0K | 0.00% | −7,248−19.6% | Reduced |
| Gsa Capital Partners LLP | 28,118 | $862.0K | 0.09% | +18,540+193.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 27,326 | $838.0K | 0.00% | 00.0% | Unchanged |
| Bailard, Inc. | 26,700 | $818.0K | 0.03% | 00.0% | Unchanged |
| STRS Ohio | 26,500 | $812.0K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 25,398 | $778.0K | 0.00% | +725+2.9% | Added |
| SEI Investments Co | 23,692 | $725.0K | 0.00% | −3,010−11.3% | Reduced |
| D. E. Shaw & Co., Inc. | 23,588 | $723.0K | 0.00% | −393−1.6% | Reduced |
| Wells Fargo & Company | 22,835 | $700.0K | 0.00% | +13,055+133.5% | Added |
| Los Angeles Capital Management LLC | 22,030 | $675.0K | 0.00% | +890+4.2% | Added |
| Voya Investment Management LLC | 20,592 | $631.0K | 0.00% | +408+2.0% | Added |
| O'Shaughnessy Asset Management, LLC | 17,159 | $527.0K | 0.01% | +14,578+564.8% | Added |
| Courier Capital LLC | 16,163 | $495.0K | 0.05% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 16,145 | $495.0K | 0.01% | −80.0% | Reduced |
| Franklin Resources Inc | 15,851 | $486.0K | 0.00% | +15,851 | New |
| IndexIQ Advisors LLC | 14,843 | $455.0K | 0.02% | +1,487+11.1% | Added |
| Janney Montgomery Scott LLC | 14,639 | $449.0K | 0.00% | +14,639 | New |
| Prelude Capital Management, LLC | 14,060 | $431.0K | 0.02% | +14,060 | New |
| Winton Group Ltd | 13,723 | $421.0K | 0.02% | +36+0.3% | Added |
| Stifel Financial Corp | 12,980 | $398.0K | 0.00% | −148−1.1% | Reduced |
| Qci Asset Management Inc | 12,082 | $370.0K | 0.02% | 00.0% | Unchanged |
| Millennium Management LLC | 11,386 | $349.0K | 0.00% | −28,050−71.1% | Reduced |
| Raymond James & Associates | 11,049 | $339.0K | 0.00% | −115−1.0% | Reduced |
| Resource Management, LLC | 10,954 | $336.0K | 0.04% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 10,533 | $323.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 10,280 | $315.0K | 0.00% | +10,280 | New |
| Manufacturers Life Insurance Company, The | 9,925 | $304.0K | 0.00% | −1,044−9.5% | Reduced |
| Marshall Wace, LLP | 9,530 | $292.0K | 0.00% | +9,530 | New |
| Deutsche Bank AG | 9,008 | $276.0K | 0.00% | −290−3.1% | Reduced |
| Royal Bank of Canada | 8,972 | $275.0K | 0.00% | +2,400+36.5% | Added |
| California State Teachers Retirement System | 8,657 | $265.0K | 0.00% | −12,994−60.0% | Reduced |
| American International Group, Inc. | 8,573 | $263.0K | 0.00% | −204−2.3% | Reduced |
| Panagora Asset Management Inc | 7,332 | $225.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 7,319 | $224.0K | 0.00% | −3,396−31.7% | Reduced |
| Alliancebernstein L.P. | 7,100 | $218.0K | 0.00% | −1,400−16.5% | Reduced |
| First Trust Advisors LP | 6,851 | $210.0K | 0.00% | −1,357−16.5% | Reduced |
| Engineers Gate Manager LP | 6,681 | $205.0K | 0.01% | −1,794−21.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 6,600 | $202.0K | 0.07% | +6,600 | New |
| MetLife Investment Management | 6,461 | $198.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 6,402 | $197.0K | 0.00% | +4,357+213.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 5,945 | $182.0K | 0.03% | +33+0.6% | Added |
| Vectors Research Management, LLC | 5,200 | $159.0K | 0.04% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 5,133 | $157.3K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 4,172 | $127.9K | 0.00% | +2,053+96.9% | Added |
| Nisa Investment Advisors, LLC | 3,790 | $116.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,759 | $54.0K | 0.00% | +607+52.7% | Added |
| Prentice Wealth Management LLC | 1,602 | $49.0K | 0.02% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,435 | $44.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,360 | $42.0K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 1,300 | $40.0K | 0.00% | −100−7.1% | Reduced |
| Legal & General Group Plc | 1,269 | $39.0K | 0.00% | 00.0% | Unchanged |