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 |
|---|---|---|---|---|---|
| Amalgamated Financial Corp. | 1,886 | $57.0K | 0.00% | +1,886 | New |
| Advisor Group Holdings, Inc. | 1,560 | $48.0K | 0.00% | −11−0.7% | Reduced |
| American Portfolios Advisors | 1,435 | $43.2K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,433 | $43.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,360 | $41.0K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 1,300 | $39.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,269 | $38.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 983 | $29.6K | 0.00% | −2,798−74.0% | Reduced |
| Citigroup Inc | 971 | $29.0K | 0.00% | −3,019−75.7% | Reduced |
| Great West Life Assurance Co | 857 | $26.0K | 0.00% | +548+177.3% | Added |
| US Bancorp | 666 | $20.0K | 0.00% | +666 | New |
| First Horizon Advisors, Inc. | 588 | $18.0K | 0.00% | +540+1,125.0% | Added |
| Quantbot Technologies LP | 580 | $17.0K | 0.00% | +400+222.2% | Added |
| 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 |
| FourThought Financial, LLC | 475 | $14.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 339 | $10.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 238 | $7.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 178 | $5.00K | 0.00% | +21+13.4% | Added |
| TD Private Client Wealth LLC | 139 | $4.19K | 0.00% | +139 | New |
| Atlas Capital Advisors LLC | 100 | $3.01K | 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 |
| TCI Wealth Advisors, Inc. | 81 | $2.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |