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 |
|---|---|---|---|---|---|
| EJF Capital LLC | 92,051 | $2.93M | 0.26% | +29,927+48.2% | Added |
| Eaton Vance Management | 93,335 | $2.97M | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 99,700 | $3.17M | 0.06% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 101,255 | $3.22M | 0.00% | +59,747+143.9% | Added |
| American Century Companies Inc | 105,242 | $3.35M | 0.00% | +22,945+27.9% | Added |
| Bank of New York Mellon Corp | 129,163 | $4.11M | 0.00% | −16,480−11.3% | Reduced |
| Thrivent Financial for Lutherans | 131,349 | $4.18M | 0.01% | −14,260−9.8% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 138,164 | $4.39M | 0.01% | −10,700−7.2% | Reduced |
| Acadian Asset Management LLC | 140,131 | $4.45M | 0.02% | +12,941+10.2% | Added |
| 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 |
| BHZ Capital Management, LP | 181,347 | $5.77M | 2.29% | −516−0.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 181,648 | $5.78M | 0.03% | +427+0.2% | Added |
| JPMorgan Chase & Co | 186,068 | $5.92M | 0.00% | +3,613+2.0% | Added |
| Ategra Capital Management, LLC | 219,207 | $6.97M | 3.16% | 00.0% | Unchanged |
| Northern Trust Corp | 228,165 | $7.26M | 0.00% | −8,327−3.5% | Reduced |
| Charles Schwab Investment Management Inc | 237,780 | $7.56M | 0.00% | +3,511+1.5% | Added |
| Geode Capital Management, LLC | 293,536 | $9.33M | 0.00% | −320−0.1% | Reduced |
| Renaissance Technologies LLC | 348,800 | $11.1M | 0.01% | +7,800+2.3% | Added |
| Canandaigua National Corp | 352,872 | $11.2M | 1.66% | −4,475−1.3% | Reduced |
| State Street Corp | 378,509 | $12.1M | 0.00% | +8,313+2.2% | Added |
| LSV Asset Management | 436,280 | $13.9M | 0.02% | +12,900+3.0% | Added |
| Commonwealth Equity Services, LLC | 570,760 | $18.1M | 0.04% | +353+0.1% | Added |
| Vanguard Group Inc | 756,464 | $24.1M | 0.00% | −1,817−0.2% | Reduced |
| FMR LLC | 773,416 | $24.6M | 0.00% | −111,295−12.6% | Reduced |
| BlackRock Inc. | 1,169,410 | $37.2M | 0.00% | −20,312−1.7% | Reduced |
| Dimensional Fund Advisors LP | 1,249,099 | $39.7M | 0.01% | −23,824−1.9% | Reduced |
| Bank of Montreal | 0 | $0 | 0.00% | −137,171−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −46,427−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −28,118−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −14,639−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −13,723−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −6,600−100.0% | Sold out |
| Prentice Wealth Management LLC | 0 | $0 | 0.00% | −1,602−100.0% | Sold out |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −417−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Qci Asset Management Inc | – | – | – | – | Not filed |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |