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, Q4 2021
Institutional positions in Financial Institutions Inc as of Dec 31, 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
- 127
- +14 vs. Q3 2021
- Shares held
- 11.0M
- +68.9K (+0.6%) vs. Q3 2021
- Total value
- $348.0M
- +$14.2M (+4.2%) vs. Q3 2021
- New holders
- 23
- 41 more added
- Sold out
- 9
- 38 more reduced
2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Financial Institutions Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 1,249,099 | $39.7M | 0.01% | −23,824−1.9% | Reduced |
| BlackRock Inc. | 1,169,410 | $37.2M | 0.00% | −20,312−1.7% | Reduced |
| FMR LLC | 773,416 | $24.6M | 0.00% | −111,295−12.6% | Reduced |
| Vanguard Group Inc | 756,464 | $24.1M | 0.00% | −1,817−0.2% | Reduced |
| Commonwealth Equity Services, LLC | 570,760 | $18.1M | 0.04% | +353+0.1% | Added |
| LSV Asset Management | 436,280 | $13.9M | 0.02% | +12,900+3.0% | Added |
| State Street Corp | 378,509 | $12.1M | 0.00% | +8,313+2.2% | Added |
| Canandaigua National Corp | 352,872 | $11.2M | 1.66% | −4,475−1.3% | Reduced |
| Renaissance Technologies LLC | 348,800 | $11.1M | 0.01% | +7,800+2.3% | Added |
| Geode Capital Management, LLC | 293,536 | $9.33M | 0.00% | −320−0.1% | Reduced |
| Charles Schwab Investment Management Inc | 237,780 | $7.56M | 0.00% | +3,511+1.5% | Added |
| Northern Trust Corp | 228,165 | $7.26M | 0.00% | −8,327−3.5% | Reduced |
| Ategra Capital Management, LLC | 219,207 | $6.97M | 3.16% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 186,068 | $5.92M | 0.00% | +3,613+2.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 181,648 | $5.78M | 0.03% | +427+0.2% | Added |
| BHZ Capital Management, LP | 181,347 | $5.77M | 2.29% | −516−0.3% | Reduced |
| Prudential Financial Inc | 179,333 | $5.70M | 0.01% | −31,109−14.8% | Reduced |
| Foundry Partners, LLC | 179,330 | $5.70M | 0.20% | +14,620+8.9% | Added |
| Acadian Asset Management LLC | 140,131 | $4.45M | 0.02% | +12,941+10.2% | Added |
| Hotchkis & Wiley Capital Management LLC | 138,164 | $4.39M | 0.01% | −10,700−7.2% | Reduced |
| Thrivent Financial for Lutherans | 131,349 | $4.18M | 0.01% | −14,260−9.8% | Reduced |
| Bank of New York Mellon Corp | 129,163 | $4.11M | 0.00% | −16,480−11.3% | Reduced |
| American Century Companies Inc | 105,242 | $3.35M | 0.00% | +22,945+27.9% | Added |
| Ameriprise Financial Inc | 101,255 | $3.22M | 0.00% | +59,747+143.9% | Added |
| Bridgeway Capital Management, LLC | 99,700 | $3.17M | 0.06% | 00.0% | Unchanged |
| Eaton Vance Management | 93,335 | $2.97M | 0.00% | 00.0% | Unchanged |
| EJF Capital LLC | 92,051 | $2.93M | 0.26% | +29,927+48.2% | Added |
| River Oaks Capital LLC | 91,600 | $2.91M | 2.70% | +91,600 | New |
| Royce & Associates LP | 90,982 | $2.89M | 0.02% | +60+0.1% | Added |
| Parametric Portfolio Associates LLC | 86,042 | $2.74M | 0.00% | −343−0.4% | Reduced |
| Walthausen & Co., LLC | 74,900 | $2.38M | 0.63% | −7,310−8.9% | Reduced |
| Gator Capital Management, LLC | 72,543 | $2.31M | 1.67% | +72,543 | New |
| Federated Hermes, Inc. | 70,182 | $2.23M | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 64,919 | $2.06M | 0.00% | −1,993−3.0% | Reduced |
| Nuveen Asset Management, LLC | 57,998 | $1.82M | 0.00% | −3,868−6.3% | Reduced |
| Goldman Sachs Group Inc | 56,948 | $1.81M | 0.00% | −6,749−10.6% | Reduced |
| Millennium Management LLC | 56,335 | $1.79M | 0.00% | +44,949+394.8% | Added |
| Jacobs Levy Equity Management, Inc | 54,302 | $1.73M | 0.01% | +2,153+4.1% | Added |
| Victory Capital Management Inc | 50,010 | $1.59M | 0.00% | +1,100+2.2% | Added |
| PL Capital Advisors, LLC | 50,000 | $1.59M | 0.39% | +50,000 | New |
| Community Capital Management, Inc. | 60,100 | $1.54M | 1.65% | −230.0% | Reduced |
| Martingale Asset Management L P | 47,997 | $1.53M | 0.02% | −5,600−10.4% | Reduced |
| Bank of America Corp | 42,018 | $1.34M | 0.00% | −1,789−4.1% | Reduced |
| AQR Capital Management LLC | 41,889 | $1.33M | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 39,987 | $1.27M | 0.00% | −4,837−10.8% | Reduced |
| Cornercap Investment Counsel Inc | 39,404 | $1.25M | 0.18% | −6,251−13.7% | Reduced |
| Two Sigma Investments, LP | 34,865 | $1.11M | 0.00% | +5,192+17.5% | Added |
| Cutler Capital Management, LLC | 33,000 | $1.05M | 0.38% | +500+1.5% | Added |
| Globeflex Capital L P | 31,346 | $997.0K | 0.20% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 31,126 | $989.0K | 0.03% | −600−1.9% | Reduced |
| Morgan Stanley | 29,088 | $925.0K | 0.00% | −1,060−3.5% | Reduced |
| Citadel Advisors LLC | 28,840 | $917.0K | 0.00% | +21,521+294.0% | Added |
| Allspring Global Investments Holdings, LLC | 28,721 | $913.0K | 0.00% | +28,721 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 27,326 | $869.0K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 26,497 | $842.0K | 0.00% | −4,177−13.6% | Reduced |
| Wells Fargo & Company | 26,279 | $835.0K | 0.00% | +3,444+15.1% | Added |
| Bailard, Inc. | 26,100 | $830.0K | 0.03% | −600−2.2% | Reduced |
| Rhumbline Advisers | 25,114 | $799.0K | 0.00% | −284−1.1% | Reduced |
| STRS Ohio | 25,000 | $795.0K | 0.00% | −1,500−5.7% | Reduced |
| D. E. Shaw & Co., Inc. | 22,629 | $720.0K | 0.00% | −959−4.1% | Reduced |
| Los Angeles Capital Management LLC | 22,030 | $701.0K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 20,615 | $656.0K | 0.00% | +23+0.1% | Added |
| Barclays PLC | 19,011 | $605.0K | 0.00% | +12,609+197.0% | Added |
| O'Shaughnessy Asset Management, LLC | 17,665 | $562.0K | 0.01% | +506+2.9% | Added |
| Exchange Traded Concepts, LLC | 17,387 | $553.0K | 0.01% | +1,242+7.7% | Added |
| Seizert Capital Partners, LLC | 16,965 | $539.0K | 0.02% | +16,965 | New |
| Prelude Capital Management, LLC | 16,285 | $518.0K | 0.03% | +2,225+15.8% | Added |
| Franklin Resources Inc | 15,800 | $503.0K | 0.00% | −51−0.3% | Reduced |
| Trexquant Investment LP | 14,444 | $459.0K | 0.03% | +14,444 | New |
| Courier Capital LLC | 14,227 | $452.0K | 0.04% | −1,936−12.0% | Reduced |
| IndexIQ Advisors LLC | 13,942 | $443.0K | 0.01% | −901−6.1% | Reduced |
| Cubist Systematic Strategies, LLC | 13,517 | $430.0K | 0.00% | +13,517 | New |
| Stifel Financial Corp | 13,017 | $414.0K | 0.00% | +37+0.3% | Added |
| Royal Bank of Canada | 12,407 | $395.0K | 0.00% | +3,435+38.3% | Added |
| Raymond James & Associates | 11,375 | $362.0K | 0.00% | +326+3.0% | Added |
| Resource Management, LLC | 10,954 | $348.0K | 0.04% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 10,533 | $335.0K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 10,079 | $321.0K | 0.00% | +549+5.8% | Added |
| Deutsche Bank AG | 9,500 | $302.0K | 0.00% | +492+5.5% | Added |
| Crossmark Global Holdings, Inc. | 9,497 | $302.0K | 0.01% | +9,497 | New |
| Manufacturers Life Insurance Company, The | 9,393 | $299.0K | 0.00% | −532−5.4% | Reduced |
| PEAK6 Investments LLC | 9,022 | $287.0K | 0.01% | +9,022 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 8,669 | $276.0K | 0.00% | +8,669 | New |
| California State Teachers Retirement System | 8,657 | $275.0K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 8,602 | $274.0K | 0.01% | +1,921+28.8% | Added |
| American International Group, Inc. | 8,324 | $265.0K | 0.00% | −249−2.9% | Reduced |
| Panagora Asset Management Inc | 7,543 | $240.0K | 0.00% | +211+2.9% | Added |
| First Trust Advisors LP | 7,350 | $234.0K | 0.00% | +499+7.3% | Added |
| SEI Investments Co | 7,320 | $232.0K | 0.00% | −16,372−69.1% | Reduced |
| BNP Paribas Arbitrage, SA | 7,140 | $227.1K | 0.00% | +2,968+71.1% | Added |
| Alliancebernstein L.P. | 7,100 | $226.0K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 6,928 | $220.0K | 0.00% | +6,928 | New |
| Kestra Advisory Services, LLC | 6,772 | $215.0K | 0.00% | +6,772 | New |
| Jump Financial, LLC | 6,700 | $213.0K | 0.01% | +6,700 | New |
| DCM Advisors, LLC | 6,604 | $210.0K | 0.06% | +6,604 | New |
| MetLife Investment Management | 6,461 | $205.5K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 6,025 | $192.0K | 0.00% | +6,025 | New |
| Patriot Financial Group Insurance Agency, LLC | 5,977 | $190.0K | 0.03% | +32+0.5% | Added |
| Vectors Research Management, LLC | 5,200 | $165.0K | 0.03% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 4,883 | $155.0K | 0.00% | −5,397−52.5% | Reduced |