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 |
|---|---|---|---|---|---|
| Signaturefd, LLC | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 5 | $0 | 0.00% | +5 | New |
| Toronto Dominion Bank | 2 | $0 | 0.00% | +2 | New |
| First Horizon Advisors, Inc. | 48 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 31 | $1.00K | 0.00% | +31 | New |
| TCI Wealth Advisors, Inc. | 81 | $3.00K | 0.00% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 100 | $3.00K | 0.00% | +100 | New |
| Atlas Capital Advisors LLC | 100 | $3.18K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 180 | $5.00K | 0.00% | +180 | New |
| Covestor Ltd | 157 | $5.00K | 0.01% | +157 | New |
| The PNC Financial Services Group, Inc. | 238 | $7.00K | 0.00% | +200+526.3% | Added |
| Great West Life Assurance Co | 309 | $10.0K | 0.00% | +8+2.7% | Added |
| Point72 Hong Kong Ltd | 304 | $10.0K | 0.00% | +304 | New |
| Quadrant Capital Group LLC | 339 | $11.0K | 0.00% | +339 | New |
| Captrust Financial Advisors | 441 | $14.0K | 0.00% | +32+7.8% | Added |
| FourThought Financial, LLC | 475 | $15.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 625 | $19.0K | 0.00% | −81−11.5% | Reduced |
| Legal & General Group Plc | 1,269 | $40.0K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 1,300 | $41.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,360 | $43.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,433 | $45.0K | 0.00% | +583+68.6% | Added |
| American Portfolios Advisors | 1,435 | $45.6K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,571 | $50.0K | 0.00% | +617+64.7% | Added |
| Metropolitan Life Insurance Co | 3,781 | $120.2K | 0.00% | −1,352−26.3% | Reduced |
| Nisa Investment Advisors, LLC | 3,790 | $122.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 3,990 | $127.0K | 0.00% | +2,231+126.8% | Added |
| SG Americas Securities, LLC | 4,883 | $155.0K | 0.00% | −5,397−52.5% | Reduced |
| Vectors Research Management, LLC | 5,200 | $165.0K | 0.03% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 5,977 | $190.0K | 0.03% | +32+0.5% | Added |
| UBS Group AG | 6,025 | $192.0K | 0.00% | +6,025 | New |
| MetLife Investment Management | 6,461 | $205.5K | 0.00% | 00.0% | Unchanged |
| DCM Advisors, LLC | 6,604 | $210.0K | 0.06% | +6,604 | New |
| Jump Financial, LLC | 6,700 | $213.0K | 0.01% | +6,700 | New |
| Kestra Advisory Services, LLC | 6,772 | $215.0K | 0.00% | +6,772 | New |
| Squarepoint Ops LLC | 6,928 | $220.0K | 0.00% | +6,928 | New |
| Alliancebernstein L.P. | 7,100 | $226.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 7,140 | $227.1K | 0.00% | +2,968+71.1% | Added |
| SEI Investments Co | 7,320 | $232.0K | 0.00% | −16,372−69.1% | Reduced |
| First Trust Advisors LP | 7,350 | $234.0K | 0.00% | +499+7.3% | Added |
| Panagora Asset Management Inc | 7,543 | $240.0K | 0.00% | +211+2.9% | Added |
| American International Group, Inc. | 8,324 | $265.0K | 0.00% | −249−2.9% | Reduced |
| Engineers Gate Manager LP | 8,602 | $274.0K | 0.01% | +1,921+28.8% | Added |
| California State Teachers Retirement System | 8,657 | $275.0K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 8,669 | $276.0K | 0.00% | +8,669 | New |
| PEAK6 Investments LLC | 9,022 | $287.0K | 0.01% | +9,022 | New |
| Manufacturers Life Insurance Company, The | 9,393 | $299.0K | 0.00% | −532−5.4% | Reduced |
| 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 |
| Marshall Wace, LLP | 10,079 | $321.0K | 0.00% | +549+5.8% | Added |
| Public Employees Retirement System of Ohio | 10,533 | $335.0K | 0.00% | 00.0% | Unchanged |
| Resource Management, LLC | 10,954 | $348.0K | 0.04% | 00.0% | Unchanged |
| Raymond James & Associates | 11,375 | $362.0K | 0.00% | +326+3.0% | Added |
| Royal Bank of Canada | 12,407 | $395.0K | 0.00% | +3,435+38.3% | Added |
| Stifel Financial Corp | 13,017 | $414.0K | 0.00% | +37+0.3% | Added |
| Cubist Systematic Strategies, LLC | 13,517 | $430.0K | 0.00% | +13,517 | New |
| IndexIQ Advisors LLC | 13,942 | $443.0K | 0.01% | −901−6.1% | Reduced |
| Courier Capital LLC | 14,227 | $452.0K | 0.04% | −1,936−12.0% | Reduced |
| Trexquant Investment LP | 14,444 | $459.0K | 0.03% | +14,444 | New |
| Franklin Resources Inc | 15,800 | $503.0K | 0.00% | −51−0.3% | Reduced |
| Prelude Capital Management, LLC | 16,285 | $518.0K | 0.03% | +2,225+15.8% | Added |
| Seizert Capital Partners, LLC | 16,965 | $539.0K | 0.02% | +16,965 | New |
| Exchange Traded Concepts, LLC | 17,387 | $553.0K | 0.01% | +1,242+7.7% | Added |
| O'Shaughnessy Asset Management, LLC | 17,665 | $562.0K | 0.01% | +506+2.9% | Added |
| Barclays PLC | 19,011 | $605.0K | 0.00% | +12,609+197.0% | Added |
| Voya Investment Management LLC | 20,615 | $656.0K | 0.00% | +23+0.1% | Added |
| Los Angeles Capital Management LLC | 22,030 | $701.0K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 22,629 | $720.0K | 0.00% | −959−4.1% | Reduced |
| STRS Ohio | 25,000 | $795.0K | 0.00% | −1,500−5.7% | Reduced |
| Rhumbline Advisers | 25,114 | $799.0K | 0.00% | −284−1.1% | Reduced |
| Bailard, Inc. | 26,100 | $830.0K | 0.03% | −600−2.2% | Reduced |
| Wells Fargo & Company | 26,279 | $835.0K | 0.00% | +3,444+15.1% | Added |
| Invesco Ltd. | 26,497 | $842.0K | 0.00% | −4,177−13.6% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 27,326 | $869.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 28,721 | $913.0K | 0.00% | +28,721 | New |
| Citadel Advisors LLC | 28,840 | $917.0K | 0.00% | +21,521+294.0% | Added |
| Morgan Stanley | 29,088 | $925.0K | 0.00% | −1,060−3.5% | Reduced |
| ClariVest Asset Management LLC | 31,126 | $989.0K | 0.03% | −600−1.9% | Reduced |
| Globeflex Capital L P | 31,346 | $997.0K | 0.20% | 00.0% | Unchanged |
| Cutler Capital Management, LLC | 33,000 | $1.05M | 0.38% | +500+1.5% | Added |
| Two Sigma Investments, LP | 34,865 | $1.11M | 0.00% | +5,192+17.5% | Added |
| Cornercap Investment Counsel Inc | 39,404 | $1.25M | 0.18% | −6,251−13.7% | Reduced |
| Two Sigma Advisers, LP | 39,987 | $1.27M | 0.00% | −4,837−10.8% | Reduced |
| AQR Capital Management LLC | 41,889 | $1.33M | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 42,018 | $1.34M | 0.00% | −1,789−4.1% | Reduced |
| Martingale Asset Management L P | 47,997 | $1.53M | 0.02% | −5,600−10.4% | Reduced |
| Community Capital Management, Inc. | 60,100 | $1.54M | 1.65% | −230.0% | Reduced |
| 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 |
| Jacobs Levy Equity Management, Inc | 54,302 | $1.73M | 0.01% | +2,153+4.1% | Added |
| Millennium Management LLC | 56,335 | $1.79M | 0.00% | +44,949+394.8% | Added |
| Goldman Sachs Group Inc | 56,948 | $1.81M | 0.00% | −6,749−10.6% | Reduced |
| Nuveen Asset Management, LLC | 57,998 | $1.82M | 0.00% | −3,868−6.3% | Reduced |
| New York State Common Retirement Fund | 64,919 | $2.06M | 0.00% | −1,993−3.0% | Reduced |
| Federated Hermes, Inc. | 70,182 | $2.23M | 0.00% | 00.0% | Unchanged |
| Gator Capital Management, LLC | 72,543 | $2.31M | 1.67% | +72,543 | New |
| Walthausen & Co., LLC | 74,900 | $2.38M | 0.63% | −7,310−8.9% | Reduced |
| Parametric Portfolio Associates LLC | 86,042 | $2.74M | 0.00% | −343−0.4% | Reduced |
| Royce & Associates LP | 90,982 | $2.89M | 0.02% | +60+0.1% | Added |
| River Oaks Capital LLC | 91,600 | $2.91M | 2.70% | +91,600 | New |