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, Q1 2022
Institutional positions in Financial Institutions Inc as of Mar 31, 2022. 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
- 130
- +4 vs. Q4 2021
- Shares held
- 10.7M
- −292.1K (−2.7%) vs. Q4 2021
- Total value
- $322.1M
- −$25.6M (−7.3%) vs. Q4 2021
- New holders
- 14
- 39 more added
- Sold out
- 10
- 48 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Financial Institutions Inc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 1,258,738 | $37.9M | 0.01% | +9,639+0.8% | Added |
| BlackRock Inc. | 1,199,589 | $36.1M | 0.00% | +30,179+2.6% | Added |
| Vanguard Group Inc | 763,342 | $23.0M | 0.00% | +6,878+0.9% | Added |
| FMR LLC | 718,173 | $21.6M | 0.00% | −55,243−7.1% | Reduced |
| Commonwealth Equity Services, LLC | 570,159 | $17.2M | 0.04% | −601−0.1% | Reduced |
| State Street Corp | 494,212 | $15.0M | 0.00% | +115,703+30.6% | Added |
| LSV Asset Management | 424,348 | $12.8M | 0.02% | −11,932−2.7% | Reduced |
| Canandaigua National Corp | 346,470 | $10.4M | 1.59% | −6,402−1.8% | Reduced |
| Renaissance Technologies LLC | 286,000 | $8.62M | 0.01% | −62,800−18.0% | Reduced |
| Geode Capital Management, LLC | 270,096 | $8.14M | 0.00% | −23,440−8.0% | Reduced |
| Northern Trust Corp | 220,808 | $6.65M | 0.00% | −7,357−3.2% | Reduced |
| Ategra Capital Management, LLC | 219,207 | $6.60M | 2.99% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 182,221 | $5.49M | 0.03% | +573+0.3% | Added |
| Charles Schwab Investment Management Inc | 181,794 | $5.48M | 0.00% | −55,986−23.5% | Reduced |
| BHZ Capital Management, LP | 181,347 | $5.46M | 2.10% | 00.0% | Unchanged |
| Foundry Partners, LLC | 175,905 | $5.30M | 0.27% | −3,425−1.9% | Reduced |
| Prudential Financial Inc | 163,186 | $4.92M | 0.01% | −16,147−9.0% | Reduced |
| JPMorgan Chase & Co | 158,628 | $4.78M | 0.00% | −27,440−14.7% | Reduced |
| Acadian Asset Management LLC | 150,030 | $4.52M | 0.02% | +9,899+7.1% | Added |
| Thrivent Financial for Lutherans | 137,502 | $4.14M | 0.01% | +6,153+4.7% | Added |
| Hotchkis & Wiley Capital Management LLC | 127,228 | $3.83M | 0.01% | −10,936−7.9% | Reduced |
| Bank of New York Mellon Corp | 126,026 | $3.80M | 0.00% | −3,137−2.4% | Reduced |
| American Century Companies Inc | 116,694 | $3.52M | 0.00% | +11,452+10.9% | Added |
| Ameriprise Financial Inc | 100,615 | $3.03M | 0.00% | −640−0.6% | Reduced |
| Bridgeway Capital Management, LLC | 99,700 | $3.00M | 0.06% | 00.0% | Unchanged |
| Eaton Vance Management | 93,335 | $2.81M | 0.00% | 00.0% | Unchanged |
| Gator Capital Management, LLC | 87,043 | $2.62M | 1.92% | +14,500+20.0% | Added |
| Parametric Portfolio Associates LLC | 86,086 | $2.59M | 0.00% | +44+0.1% | Added |
| Royce & Associates LP | 75,893 | $2.29M | 0.02% | −15,089−16.6% | Reduced |
| Walthausen & Co., LLC | 74,900 | $2.26M | 0.64% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 70,182 | $2.12M | 0.00% | 00.0% | Unchanged |
| River Oaks Capital LLC | 69,100 | $2.08M | 2.02% | −22,500−24.6% | Reduced |
| New York State Common Retirement Fund | 64,929 | $1.96M | 0.00% | +100.0% | Added |
| Nuveen Asset Management, LLC | 58,570 | $1.85M | 0.00% | +572+1.0% | Added |
| Two Sigma Advisers, LP | 58,987 | $1.78M | 0.00% | +19,000+47.5% | Added |
| Jacobs Levy Equity Management, Inc | 56,304 | $1.70M | 0.01% | +2,002+3.7% | Added |
| PL Capital Advisors, LLC | 50,000 | $1.51M | 0.39% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 47,191 | $1.42M | 0.00% | +12,326+35.4% | Added |
| Citadel Advisors LLC | 47,192 | $1.42M | 0.00% | +18,352+63.6% | Added |
| Community Capital Management, Inc. | 12,000 | $1.41M | 1.68% | −48,100−80.0% | Reduced |
| Bank of America Corp | 44,532 | $1.34M | 0.00% | +2,514+6.0% | Added |
| Goldman Sachs Group Inc | 43,873 | $1.32M | 0.00% | −13,075−23.0% | Reduced |
| AQR Capital Management LLC | 41,890 | $1.26M | 0.00% | +10.0% | Added |
| Victory Capital Management Inc | 41,671 | $1.26M | 0.00% | −8,339−16.7% | Reduced |
| Millennium Management LLC | 39,203 | $1.18M | 0.00% | −17,132−30.4% | Reduced |
| Cornercap Investment Counsel Inc | 39,201 | $1.18M | 0.13% | −203−0.5% | Reduced |
| Cutler Capital Management, LLC | 34,000 | $1.02M | 0.36% | +1,000+3.0% | Added |
| Morgan Stanley | 31,921 | $961.0K | 0.00% | +2,833+9.7% | Added |
| Globeflex Capital L P | 31,346 | $944.0K | 0.19% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 28,455 | $857.0K | 0.00% | −266−0.9% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 27,326 | $823.0K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 27,215 | $820.0K | 0.00% | +718+2.7% | Added |
| Bailard, Inc. | 26,100 | $786.0K | 0.03% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 24,236 | $730.0K | 0.03% | −6,890−22.1% | Reduced |
| Rhumbline Advisers | 23,213 | $699.0K | 0.00% | −1,901−7.6% | Reduced |
| STRS Ohio | 22,600 | $680.0K | 0.00% | −2,400−9.6% | Reduced |
| Wells Fargo & Company | 22,541 | $679.0K | 0.00% | −3,738−14.2% | Reduced |
| Los Angeles Capital Management LLC | 22,030 | $664.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 20,801 | $627.0K | 0.01% | +3,136+17.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 19,986 | $602.0K | 0.00% | +11,317+130.5% | Added |
| SEI Investments Co | 19,847 | $598.0K | 0.00% | +12,527+171.1% | Added |
| Martingale Asset Management L P | 18,600 | $562.0K | 0.01% | −29,397−61.2% | Reduced |
| Prelude Capital Management, LLC | 17,535 | $528.0K | 0.02% | +1,250+7.7% | Added |
| Seizert Capital Partners, LLC | 16,965 | $511.0K | 0.02% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 16,557 | $499.0K | 0.01% | −830−4.8% | Reduced |
| Franklin Resources Inc | 15,772 | $475.0K | 0.00% | −28−0.2% | Reduced |
| Russell Investments Group, Ltd. | 14,961 | $450.0K | 0.00% | +14,961 | New |
| Stifel Financial Corp | 14,612 | $440.0K | 0.00% | +1,595+12.3% | Added |
| Courier Capital LLC | 14,163 | $427.0K | 0.04% | −64−0.4% | Reduced |
| Engineers Gate Manager LP | 13,977 | $421.0K | 0.02% | +5,375+62.5% | Added |
| Barclays PLC | 13,251 | $400.0K | 0.00% | −5,760−30.3% | Reduced |
| D. E. Shaw & Co., Inc. | 13,108 | $395.0K | 0.00% | −9,521−42.1% | Reduced |
| Voya Investment Management LLC | 12,593 | $379.0K | 0.00% | −8,022−38.9% | Reduced |
| Royal Bank of Canada | 12,297 | $371.0K | 0.00% | −110−0.9% | Reduced |
| Raymond James & Associates | 11,614 | $350.0K | 0.00% | +239+2.1% | Added |
| Public Employees Retirement System of Ohio | 10,533 | $317.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 9,259 | $279.0K | 0.00% | +2,798+43.3% | Added |
| Trexquant Investment LP | 9,198 | $277.0K | 0.01% | −5,246−36.3% | Reduced |
| Cubist Systematic Strategies, LLC | 8,884 | $268.0K | 0.00% | −4,633−34.3% | Reduced |
| PEAK6 Investments LLC | 8,829 | $266.0K | 0.01% | −193−2.1% | Reduced |
| Tower Research Capital LLC (TRC) | 8,639 | $260.0K | 0.00% | +8,014+1,282.2% | Added |
| Deutsche Bank AG | 8,483 | $256.0K | 0.00% | −1,017−10.7% | Reduced |
| Jump Financial, LLC | 8,500 | $256.0K | 0.01% | +1,800+26.9% | Added |
| First Trust Advisors LP | 8,067 | $243.0K | 0.00% | +717+9.8% | Added |
| American International Group, Inc. | 7,777 | $234.0K | 0.00% | −547−6.6% | Reduced |
| Panagora Asset Management Inc | 7,543 | $227.0K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 7,392 | $222.7K | 0.00% | −2,001−21.3% | Reduced |
| EMC Capital Management | 7,779 | $217.0K | 0.16% | +7,779 | New |
| Zebra Capital Management LLC | 6,972 | $210.0K | 0.48% | +6,972 | New |
| California State Teachers Retirement System | 6,748 | $203.0K | 0.00% | −1,909−22.1% | Reduced |
| DCM Advisors, LLC | 6,673 | $201.0K | 0.07% | +69+1.0% | Added |
| Argent Trust Co | 6,689 | $201.0K | 0.01% | +6,689 | New |
| Patriot Financial Group Insurance Agency, LLC | 5,215 | $157.0K | 0.03% | −762−12.7% | Reduced |
| Vectors Research Management, LLC | 5,200 | $157.0K | 0.03% | 00.0% | Unchanged |
| UBS Group AG | 5,173 | $156.0K | 0.00% | −852−14.1% | Reduced |
| Tompkins Financial Corp | 5,085 | $153.0K | 0.02% | +5,085 | New |
| Alpha Paradigm Partners, LLC | 4,662 | $140.0K | 0.06% | +4,662 | New |
| BNP Paribas Arbitrage, SA | 3,762 | $113.3K | 0.00% | −3,378−47.3% | Reduced |
| Nisa Investment Advisors, LLC | 2,240 | $67.0K | 0.00% | −1,550−40.9% | Reduced |
| Amalgamated Bank | 1,886 | $57.0K | 0.00% | +1,886 | New |