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 |
|---|---|---|---|---|---|
| Signaturefd, LLC | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 10 | $0 | 0.00% | +10 | New |
| Parallel Advisors, LLC | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 43 | $1.00K | 0.00% | +43 | New |
| Lindbrook Capital, LLC | 46 | $1.00K | 0.00% | +46 | New |
| TCI Wealth Advisors, Inc. | 81 | $2.00K | 0.00% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 100 | $3.00K | 0.00% | +100 | New |
| Atlas Capital Advisors LLC | 100 | $3.01K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 139 | $4.19K | 0.00% | +139 | New |
| Covestor Ltd | 178 | $5.00K | 0.00% | +21+13.4% | Added |
| The PNC Financial Services Group, Inc. | 238 | $7.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 339 | $10.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 475 | $14.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 518 | $16.0K | 0.00% | +77+17.5% | Added |
| Point72 Hong Kong Ltd | 520 | $16.0K | 0.00% | +216+71.1% | Added |
| Quantbot Technologies LP | 580 | $17.0K | 0.00% | +400+222.2% | Added |
| First Horizon Advisors, Inc. | 588 | $18.0K | 0.00% | +540+1,125.0% | Added |
| US Bancorp | 666 | $20.0K | 0.00% | +666 | New |
| Great West Life Assurance Co | 857 | $26.0K | 0.00% | +548+177.3% | Added |
| Citigroup Inc | 971 | $29.0K | 0.00% | −3,019−75.7% | Reduced |
| Metropolitan Life Insurance Co | 983 | $29.6K | 0.00% | −2,798−74.0% | Reduced |
| Legal & General Group Plc | 1,269 | $38.0K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 1,300 | $39.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,360 | $41.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,433 | $43.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,435 | $43.2K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,560 | $48.0K | 0.00% | −11−0.7% | Reduced |
| Amalgamated Bank | 1,886 | $57.0K | 0.00% | +1,886 | New |
| Amalgamated Financial Corp. | 1,886 | $57.0K | 0.00% | +1,886 | New |
| Nisa Investment Advisors, LLC | 2,240 | $67.0K | 0.00% | −1,550−40.9% | Reduced |
| BNP Paribas Arbitrage, SA | 3,762 | $113.3K | 0.00% | −3,378−47.3% | Reduced |
| Alpha Paradigm Partners, LLC | 4,662 | $140.0K | 0.06% | +4,662 | New |
| Tompkins Financial Corp | 5,085 | $153.0K | 0.02% | +5,085 | New |
| UBS Group AG | 5,173 | $156.0K | 0.00% | −852−14.1% | Reduced |
| 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 |
| 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 |
| California State Teachers Retirement System | 6,748 | $203.0K | 0.00% | −1,909−22.1% | Reduced |
| Zebra Capital Management LLC | 6,972 | $210.0K | 0.48% | +6,972 | New |
| EMC Capital Management | 7,779 | $217.0K | 0.16% | +7,779 | New |
| Manufacturers Life Insurance Company, The | 7,392 | $222.7K | 0.00% | −2,001−21.3% | Reduced |
| Panagora Asset Management Inc | 7,543 | $227.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 7,777 | $234.0K | 0.00% | −547−6.6% | Reduced |
| First Trust Advisors LP | 8,067 | $243.0K | 0.00% | +717+9.8% | 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 |
| Tower Research Capital LLC (TRC) | 8,639 | $260.0K | 0.00% | +8,014+1,282.2% | Added |
| PEAK6 Investments LLC | 8,829 | $266.0K | 0.01% | −193−2.1% | Reduced |
| Cubist Systematic Strategies, LLC | 8,884 | $268.0K | 0.00% | −4,633−34.3% | Reduced |
| Trexquant Investment LP | 9,198 | $277.0K | 0.01% | −5,246−36.3% | Reduced |
| MetLife Investment Management | 9,259 | $279.0K | 0.00% | +2,798+43.3% | Added |
| Public Employees Retirement System of Ohio | 10,533 | $317.0K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 11,614 | $350.0K | 0.00% | +239+2.1% | Added |
| Royal Bank of Canada | 12,297 | $371.0K | 0.00% | −110−0.9% | Reduced |
| Voya Investment Management LLC | 12,593 | $379.0K | 0.00% | −8,022−38.9% | Reduced |
| D. E. Shaw & Co., Inc. | 13,108 | $395.0K | 0.00% | −9,521−42.1% | Reduced |
| Barclays PLC | 13,251 | $400.0K | 0.00% | −5,760−30.3% | Reduced |
| Engineers Gate Manager LP | 13,977 | $421.0K | 0.02% | +5,375+62.5% | Added |
| Courier Capital LLC | 14,163 | $427.0K | 0.04% | −64−0.4% | Reduced |
| Stifel Financial Corp | 14,612 | $440.0K | 0.00% | +1,595+12.3% | Added |
| Russell Investments Group, Ltd. | 14,961 | $450.0K | 0.00% | +14,961 | New |
| Franklin Resources Inc | 15,772 | $475.0K | 0.00% | −28−0.2% | Reduced |
| Exchange Traded Concepts, LLC | 16,557 | $499.0K | 0.01% | −830−4.8% | Reduced |
| Seizert Capital Partners, LLC | 16,965 | $511.0K | 0.02% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 17,535 | $528.0K | 0.02% | +1,250+7.7% | Added |
| Martingale Asset Management L P | 18,600 | $562.0K | 0.01% | −29,397−61.2% | Reduced |
| SEI Investments Co | 19,847 | $598.0K | 0.00% | +12,527+171.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 19,986 | $602.0K | 0.00% | +11,317+130.5% | Added |
| O'Shaughnessy Asset Management, LLC | 20,801 | $627.0K | 0.01% | +3,136+17.8% | Added |
| Los Angeles Capital Management LLC | 22,030 | $664.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 22,541 | $679.0K | 0.00% | −3,738−14.2% | Reduced |
| STRS Ohio | 22,600 | $680.0K | 0.00% | −2,400−9.6% | Reduced |
| Rhumbline Advisers | 23,213 | $699.0K | 0.00% | −1,901−7.6% | Reduced |
| ClariVest Asset Management LLC | 24,236 | $730.0K | 0.03% | −6,890−22.1% | Reduced |
| Bailard, Inc. | 26,100 | $786.0K | 0.03% | 00.0% | Unchanged |
| Invesco Ltd. | 27,215 | $820.0K | 0.00% | +718+2.7% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 27,326 | $823.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 28,455 | $857.0K | 0.00% | −266−0.9% | Reduced |
| Globeflex Capital L P | 31,346 | $944.0K | 0.19% | 00.0% | Unchanged |
| Morgan Stanley | 31,921 | $961.0K | 0.00% | +2,833+9.7% | Added |
| Cutler Capital Management, LLC | 34,000 | $1.02M | 0.36% | +1,000+3.0% | Added |
| 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 |
| Victory Capital Management Inc | 41,671 | $1.26M | 0.00% | −8,339−16.7% | Reduced |
| AQR Capital Management LLC | 41,890 | $1.26M | 0.00% | +10.0% | Added |
| Goldman Sachs Group Inc | 43,873 | $1.32M | 0.00% | −13,075−23.0% | Reduced |
| Bank of America Corp | 44,532 | $1.34M | 0.00% | +2,514+6.0% | Added |
| Community Capital Management, Inc. | 12,000 | $1.41M | 1.68% | −48,100−80.0% | Reduced |
| 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 |
| PL Capital Advisors, LLC | 50,000 | $1.51M | 0.39% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 56,304 | $1.70M | 0.01% | +2,002+3.7% | Added |
| Two Sigma Advisers, LP | 58,987 | $1.78M | 0.00% | +19,000+47.5% | Added |
| Nuveen Asset Management, LLC | 58,570 | $1.85M | 0.00% | +572+1.0% | Added |
| New York State Common Retirement Fund | 64,929 | $1.96M | 0.00% | +100.0% | Added |
| River Oaks Capital LLC | 69,100 | $2.08M | 2.02% | −22,500−24.6% | Reduced |
| Federated Hermes, Inc. | 70,182 | $2.12M | 0.00% | 00.0% | Unchanged |