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 |
|---|---|---|---|---|---|
| Aua Capital Management, LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 14 | $0 | 0.00% | +14 | New |
| 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 |
| Rockefeller Capital Management L.P. | 46 | $1.00K | 0.00% | +46 | New |
| TCI Wealth Advisors, Inc. | 81 | $2.00K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 100 | $3.06K | 0.00% | +100 | New |
| Great West Life Assurance Co | 301 | $9.00K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 409 | $13.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 417 | $13.0K | 0.00% | +417 | New |
| FourThought Financial, LLC | 475 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 706 | $22.0K | 0.00% | −2,535−78.2% | Reduced |
| Lazard Asset Management LLC | 850 | $26.0K | 0.00% | +850 | New |
| Advisor Group Holdings, Inc. | 954 | $30.0K | 0.00% | +762+396.9% | Added |
| Legal & General Group Plc | 1,269 | $39.0K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 1,300 | $40.0K | 0.00% | −100−7.1% | Reduced |
| Ameritas Investment Partners, Inc. | 1,360 | $42.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,435 | $44.0K | 0.00% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 1,602 | $49.0K | 0.02% | 00.0% | Unchanged |
| Citigroup Inc | 1,759 | $54.0K | 0.00% | +607+52.7% | Added |
| Nisa Investment Advisors, LLC | 3,790 | $116.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 4,172 | $127.9K | 0.00% | +2,053+96.9% | Added |
| Metropolitan Life Insurance Co | 5,133 | $157.3K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 5,200 | $159.0K | 0.04% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 5,945 | $182.0K | 0.03% | +33+0.6% | Added |
| Barclays PLC | 6,402 | $197.0K | 0.00% | +4,357+213.1% | Added |
| MetLife Investment Management | 6,461 | $198.0K | 0.00% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 6,600 | $202.0K | 0.07% | +6,600 | New |
| Engineers Gate Manager LP | 6,681 | $205.0K | 0.01% | −1,794−21.2% | Reduced |
| First Trust Advisors LP | 6,851 | $210.0K | 0.00% | −1,357−16.5% | Reduced |
| Alliancebernstein L.P. | 7,100 | $218.0K | 0.00% | −1,400−16.5% | Reduced |
| Citadel Advisors LLC | 7,319 | $224.0K | 0.00% | −3,396−31.7% | Reduced |
| Panagora Asset Management Inc | 7,332 | $225.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 8,573 | $263.0K | 0.00% | −204−2.3% | Reduced |
| California State Teachers Retirement System | 8,657 | $265.0K | 0.00% | −12,994−60.0% | Reduced |
| Royal Bank of Canada | 8,972 | $275.0K | 0.00% | +2,400+36.5% | Added |
| Deutsche Bank AG | 9,008 | $276.0K | 0.00% | −290−3.1% | Reduced |
| Marshall Wace, LLP | 9,530 | $292.0K | 0.00% | +9,530 | New |
| Manufacturers Life Insurance Company, The | 9,925 | $304.0K | 0.00% | −1,044−9.5% | Reduced |
| SG Americas Securities, LLC | 10,280 | $315.0K | 0.00% | +10,280 | New |
| Public Employees Retirement System of Ohio | 10,533 | $323.0K | 0.00% | 00.0% | Unchanged |
| Resource Management, LLC | 10,954 | $336.0K | 0.04% | 00.0% | Unchanged |
| Raymond James & Associates | 11,049 | $339.0K | 0.00% | −115−1.0% | Reduced |
| Millennium Management LLC | 11,386 | $349.0K | 0.00% | −28,050−71.1% | Reduced |
| Qci Asset Management Inc | 12,082 | $370.0K | 0.02% | 00.0% | Unchanged |
| Stifel Financial Corp | 12,980 | $398.0K | 0.00% | −148−1.1% | Reduced |
| Winton Group Ltd | 13,723 | $421.0K | 0.02% | +36+0.3% | Added |
| Prelude Capital Management, LLC | 14,060 | $431.0K | 0.02% | +14,060 | New |
| Janney Montgomery Scott LLC | 14,639 | $449.0K | 0.00% | +14,639 | New |
| IndexIQ Advisors LLC | 14,843 | $455.0K | 0.02% | +1,487+11.1% | Added |
| Franklin Resources Inc | 15,851 | $486.0K | 0.00% | +15,851 | New |
| 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 |
| O'Shaughnessy Asset Management, LLC | 17,159 | $527.0K | 0.01% | +14,578+564.8% | Added |
| Voya Investment Management LLC | 20,592 | $631.0K | 0.00% | +408+2.0% | Added |
| Los Angeles Capital Management LLC | 22,030 | $675.0K | 0.00% | +890+4.2% | Added |
| Wells Fargo & Company | 22,835 | $700.0K | 0.00% | +13,055+133.5% | Added |
| D. E. Shaw & Co., Inc. | 23,588 | $723.0K | 0.00% | −393−1.6% | Reduced |
| SEI Investments Co | 23,692 | $725.0K | 0.00% | −3,010−11.3% | Reduced |
| Rhumbline Advisers | 25,398 | $778.0K | 0.00% | +725+2.9% | Added |
| STRS Ohio | 26,500 | $812.0K | 0.00% | 00.0% | Unchanged |
| Bailard, Inc. | 26,700 | $818.0K | 0.03% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 27,326 | $838.0K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 28,118 | $862.0K | 0.09% | +18,540+193.6% | Added |
| Two Sigma Investments, LP | 29,673 | $909.0K | 0.00% | −7,248−19.6% | Reduced |
| Morgan Stanley | 30,148 | $924.0K | 0.00% | −373−1.2% | Reduced |
| Invesco Ltd. | 30,674 | $940.0K | 0.00% | −41,222−57.3% | Reduced |
| Globeflex Capital L P | 31,346 | $961.0K | 0.21% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 31,726 | $972.0K | 0.03% | −200−0.6% | Reduced |
| Cutler Capital Management, LLC | 32,500 | $996.0K | 0.38% | +7,500+30.0% | Added |
| Ameriprise Financial Inc | 41,508 | $1.27M | 0.00% | +245+0.6% | Added |
| AQR Capital Management LLC | 41,889 | $1.28M | 0.00% | +1,682+4.2% | Added |
| Bank of America Corp | 43,807 | $1.34M | 0.00% | −627−1.4% | Reduced |
| Two Sigma Advisers, LP | 44,824 | $1.37M | 0.00% | −6,600−12.8% | Reduced |
| Cornercap Investment Counsel Inc | 45,655 | $1.40M | 0.16% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 46,427 | $1.42M | 0.00% | −31,090−40.1% | Reduced |
| Victory Capital Management Inc | 48,910 | $1.50M | 0.00% | −980−2.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 52,149 | $1.60M | 0.01% | −342−0.7% | Reduced |
| Martingale Asset Management L P | 53,597 | $1.64M | 0.02% | +8,964+20.1% | Added |
| Nuveen Asset Management, LLC | 61,866 | $1.83M | 0.00% | −3,959−6.0% | Reduced |
| Community Capital Management, Inc. | 60,123 | $1.84M | 1.91% | 00.0% | Unchanged |
| EJF Capital LLC | 62,124 | $1.90M | 0.17% | +15,937+34.5% | Added |
| Goldman Sachs Group Inc | 63,697 | $1.95M | 0.00% | +30,302+90.7% | Added |
| New York State Common Retirement Fund | 66,912 | $2.05M | 0.00% | −70.0% | Reduced |
| Federated Hermes, Inc. | 70,182 | $2.15M | 0.00% | +7,906+12.7% | Added |
| Walthausen & Co., LLC | 82,210 | $2.52M | 0.64% | −8,590−9.5% | Reduced |
| American Century Companies Inc | 82,297 | $2.52M | 0.00% | +5,312+6.9% | Added |
| Parametric Portfolio Associates LLC | 86,385 | $2.65M | 0.00% | −2,084−2.4% | Reduced |
| Royce & Associates LP | 90,922 | $2.79M | 0.02% | +2,004+2.3% | Added |
| Eaton Vance Management | 93,335 | $2.86M | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 99,700 | $3.06M | 0.06% | +3,400+3.5% | Added |
| Acadian Asset Management LLC | 127,190 | $3.90M | 0.01% | +9,621+8.2% | Added |
| Bank of Montreal | 137,171 | $4.40M | 0.00% | −5,781−4.0% | Reduced |
| Thrivent Financial for Lutherans | 145,609 | $4.46M | 0.01% | +2,960+2.1% | Added |
| Bank of New York Mellon Corp | 145,643 | $4.46M | 0.00% | +7,897+5.7% | Added |
| Hotchkis & Wiley Capital Management LLC | 148,864 | $4.56M | 0.01% | −6,050−3.9% | Reduced |
| Foundry Partners, LLC | 164,710 | $5.05M | 0.18% | +11,350+7.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 181,221 | $5.55M | 0.04% | +7,312+4.2% | Added |
| BHZ Capital Management, LP | 181,863 | $5.57M | 2.07% | −13,100−6.7% | Reduced |