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 |
|---|---|---|---|---|---|
| Walthausen & Co., LLC | 74,900 | $2.26M | 0.64% | 00.0% | Unchanged |
| Royce & Associates LP | 75,893 | $2.29M | 0.02% | −15,089−16.6% | Reduced |
| Parametric Portfolio Associates LLC | 86,086 | $2.59M | 0.00% | +44+0.1% | Added |
| Gator Capital Management, LLC | 87,043 | $2.62M | 1.92% | +14,500+20.0% | Added |
| Eaton Vance Management | 93,335 | $2.81M | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 99,700 | $3.00M | 0.06% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 100,615 | $3.03M | 0.00% | −640−0.6% | Reduced |
| American Century Companies Inc | 116,694 | $3.52M | 0.00% | +11,452+10.9% | Added |
| Bank of New York Mellon Corp | 126,026 | $3.80M | 0.00% | −3,137−2.4% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 127,228 | $3.83M | 0.01% | −10,936−7.9% | Reduced |
| Thrivent Financial for Lutherans | 137,502 | $4.14M | 0.01% | +6,153+4.7% | Added |
| Acadian Asset Management LLC | 150,030 | $4.52M | 0.02% | +9,899+7.1% | Added |
| JPMorgan Chase & Co | 158,628 | $4.78M | 0.00% | −27,440−14.7% | Reduced |
| Prudential Financial Inc | 163,186 | $4.92M | 0.01% | −16,147−9.0% | Reduced |
| Foundry Partners, LLC | 175,905 | $5.30M | 0.27% | −3,425−1.9% | Reduced |
| BHZ Capital Management, LP | 181,347 | $5.46M | 2.10% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 181,794 | $5.48M | 0.00% | −55,986−23.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 182,221 | $5.49M | 0.03% | +573+0.3% | Added |
| Ategra Capital Management, LLC | 219,207 | $6.60M | 2.99% | 00.0% | Unchanged |
| Northern Trust Corp | 220,808 | $6.65M | 0.00% | −7,357−3.2% | Reduced |
| Geode Capital Management, LLC | 270,096 | $8.14M | 0.00% | −23,440−8.0% | Reduced |
| Renaissance Technologies LLC | 286,000 | $8.62M | 0.01% | −62,800−18.0% | Reduced |
| Canandaigua National Corp | 346,470 | $10.4M | 1.59% | −6,402−1.8% | Reduced |
| LSV Asset Management | 424,348 | $12.8M | 0.02% | −11,932−2.7% | Reduced |
| State Street Corp | 494,212 | $15.0M | 0.00% | +115,703+30.6% | Added |
| Commonwealth Equity Services, LLC | 570,159 | $17.2M | 0.04% | −601−0.1% | Reduced |
| FMR LLC | 718,173 | $21.6M | 0.00% | −55,243−7.1% | Reduced |
| Vanguard Group Inc | 763,342 | $23.0M | 0.00% | +6,878+0.9% | Added |
| BlackRock Inc. | 1,199,589 | $36.1M | 0.00% | +30,179+2.6% | Added |
| Dimensional Fund Advisors LP | 1,258,738 | $37.9M | 0.01% | +9,639+0.8% | Added |
| EJF Capital LLC | 0 | $0 | 0.00% | −92,051−100.0% | Sold out |
| IndexIQ Advisors LLC | 0 | $0 | 0.00% | −13,942−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −10,079−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −9,497−100.0% | Sold out |
| Alliancebernstein L.P. | 0 | $0 | 0.00% | −7,100−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −6,928−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −6,772−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −4,883−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Resource Management, LLC | – | – | – | – | Not filed |