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, Q3 2022
Institutional positions in Financial Institutions Inc as of Sep 30, 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
- 112
- −5 vs. Q2 2022
- Shares held
- 10.6M
- −66.3K (−0.6%) vs. Q2 2022
- Total value
- $254.2M
- −$22.7M (−8.2%) vs. Q2 2022
- New holders
- 8
- 42 more added
- Sold out
- 13
- 37 more reduced
Compare with Q2 2022: 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, Q3 2022
Shares, value and share of portfolio for each institution holding Financial Institutions Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 1,261,295 | $30.4M | 0.01% | −16,668−1.3% | Reduced |
| BlackRock Inc. | 1,222,558 | $29.4M | 0.00% | −1,083−0.1% | Reduced |
| Vanguard Group Inc | 746,935 | $18.0M | 0.00% | −6,170−0.8% | Reduced |
| FMR LLC | 732,520 | $17.6M | 0.00% | +2280.0% | Added |
| Commonwealth Equity Services, LLC | 570,682 | $13.7M | 0.04% | +461+0.1% | Added |
| State Street Corp | 425,519 | $10.4M | 0.00% | −22,410−5.0% | Reduced |
| LSV Asset Management | 393,548 | $9.47M | 0.02% | −21,800−5.2% | Reduced |
| Canandaigua National Corp | 338,862 | $8.16M | 1.45% | −6,305−1.8% | Reduced |
| Ategra Capital Management, LLC | 303,323 | $7.30M | 3.90% | +78,844+35.1% | Added |
| Renaissance Technologies LLC | 303,300 | $7.30M | 0.01% | +2,000+0.7% | Added |
| Geode Capital Management, LLC | 276,509 | $6.66M | 0.00% | +3,274+1.2% | Added |
| Northern Trust Corp | 216,736 | $5.22M | 0.00% | −626−0.3% | Reduced |
| Acadian Asset Management LLC | 185,161 | $4.46M | 0.02% | +27,818+17.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 181,528 | $4.37M | 0.03% | +650.0% | Added |
| BHZ Capital Management, LP | 174,747 | $4.21M | 2.15% | −500−0.3% | Reduced |
| Prudential Financial Inc | 168,719 | $4.06M | 0.01% | +2,849+1.7% | Added |
| JPMorgan Chase & Co | 157,087 | $3.78M | 0.00% | −6,168−3.8% | Reduced |
| Thrivent Financial for Lutherans | 146,336 | $3.52M | 0.01% | −340.0% | Reduced |
| American Century Companies Inc | 141,330 | $3.40M | 0.00% | +7,260+5.4% | Added |
| Morgan Stanley | 138,034 | $3.32M | 0.00% | +13,851+11.2% | Added |
| Millennium Management LLC | 135,354 | $3.26M | 0.00% | +38,729+40.1% | Added |
| Bank of New York Mellon Corp | 127,161 | $3.06M | 0.00% | +6,247+5.2% | Added |
| Charles Schwab Investment Management Inc | 110,560 | $2.66M | 0.00% | −12,586−10.2% | Reduced |
| Royce & Associates LP | 106,536 | $2.56M | 0.03% | +9,569+9.9% | Added |
| PL Capital Advisors, LLC | 125,000 | $2.41M | 0.70% | +63,800+104.2% | Added |
| Bridgeway Capital Management, LLC | 99,700 | $2.40M | 0.06% | 00.0% | Unchanged |
| Eaton Vance Management | 93,335 | $2.25M | 0.00% | 00.0% | Unchanged |
| Hotchkis & Wiley Capital Management LLC | 91,448 | $2.20M | 0.01% | −41,810−31.4% | Reduced |
| Goldman Sachs Group Inc | 89,748 | $2.16M | 0.00% | −1,242−1.4% | Reduced |
| Gator Capital Management, LLC | 87,043 | $2.10M | 1.75% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 86,533 | $2.08M | 0.00% | −11,544−11.8% | Reduced |
| Federated Hermes, Inc. | 70,182 | $1.69M | 0.00% | 00.0% | Unchanged |
| River Oaks Capital LLC | 69,469 | $1.67M | 1.83% | +69+0.1% | Added |
| AQR Capital Management LLC | 65,895 | $1.59M | 0.00% | −1,138−1.7% | Reduced |
| New York State Common Retirement Fund | 64,924 | $1.56M | 0.00% | +320.0% | Added |
| Citadel Advisors LLC | 62,551 | $1.51M | 0.00% | +22,110+54.7% | Added |
| Community Capital Management, Inc. | 57,823 | $1.39M | 1.82% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 54,368 | $1.31M | 0.01% | −1,993−3.5% | Reduced |
| Nuveen Asset Management, LLC | 52,981 | $1.27M | 0.00% | −438−0.8% | Reduced |
| Victory Capital Management Inc | 47,700 | $1.15M | 0.00% | +4,350+10.0% | Added |
| Bank of America Corp | 43,551 | $1.05M | 0.00% | +10,276+30.9% | Added |
| Two Sigma Advisers, LP | 38,587 | $929.0K | 0.00% | −4,400−10.2% | Reduced |
| Cutler Capital Management, LLC | 36,000 | $867.0K | 0.40% | +1,000+2.9% | Added |
| Two Sigma Investments, LP | 34,957 | $841.0K | 0.00% | +747+2.2% | Added |
| Globeflex Capital L P | 31,346 | $754.0K | 0.13% | 00.0% | Unchanged |
| Martingale Asset Management L P | 30,422 | $733.0K | 0.01% | +10,701+54.3% | Added |
| Invesco Ltd. | 29,638 | $714.0K | 0.00% | −6,041−16.9% | Reduced |
| Russell Investments Group, Ltd. | 29,434 | $708.0K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 29,238 | $704.0K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 25,178 | $606.0K | 0.00% | +1,332+5.6% | Added |
| Bailard, Inc. | 25,100 | $604.0K | 0.02% | −1,000−3.8% | Reduced |
| Sonen Capital LLC | 25,000 | $602.0K | 0.98% | +13,800+123.2% | Added |
| STRS Ohio | 24,900 | $599.0K | 0.00% | +1,500+6.4% | Added |
| ClariVest Asset Management LLC | 24,236 | $583.0K | 0.03% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 23,684 | $570.0K | 0.00% | +5,732+31.9% | Added |
| Barclays PLC | 22,976 | $553.0K | 0.00% | +20,730+923.0% | Added |
| Trexquant Investment LP | 20,046 | $483.0K | 0.02% | −1,087−5.1% | Reduced |
| Argent Trust Co | 19,655 | $474.0K | 0.03% | +4,652+31.0% | Added |
| SEI Investments Co | 18,856 | $454.0K | 0.00% | +8,022+74.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 15,813 | $381.0K | 0.00% | −11,513−42.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 14,241 | $343.0K | 0.01% | +14,241 | New |
| Courier Capital LLC | 14,163 | $341.0K | 0.04% | 00.0% | Unchanged |
| Stifel Financial Corp | 13,363 | $322.0K | 0.00% | −582−4.2% | Reduced |
| Panagora Asset Management Inc | 13,134 | $316.0K | 0.00% | +13,134 | New |
| Voya Investment Management LLC | 12,593 | $303.1K | 0.00% | 00.0% | Unchanged |
| Seizert Capital Partners, LLC | 12,584 | $303.0K | 0.02% | −4,381−25.8% | Reduced |
| D. E. Shaw & Co., Inc. | 12,310 | $296.0K | 0.00% | +12,310 | New |
| Campbell & CO Investment Adviser LLC | 11,869 | $286.0K | 0.07% | +11,869 | New |
| Raymond James & Associates | 11,808 | $284.0K | 0.00% | +110+0.9% | Added |
| Creative Planning | 10,958 | $264.0K | 0.00% | +40.0% | Added |
| Franklin Resources Inc | 10,893 | $262.0K | 0.00% | +76+0.7% | Added |
| Public Employees Retirement System of Ohio | 10,533 | $254.0K | 0.00% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 10,093 | $243.0K | 0.01% | −1,819−15.3% | Reduced |
| MetLife Investment Management | 9,259 | $222.9K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 8,288 | $199.0K | 0.00% | −1,778−17.7% | Reduced |
| Royal Bank of Canada | 8,183 | $197.0K | 0.00% | −1,038−11.3% | Reduced |
| American International Group, Inc. | 7,171 | $173.0K | 0.00% | +101+1.4% | Added |
| BNP Paribas Arbitrage, SA | 6,834 | $164.5K | 0.00% | +935+15.9% | Added |
| EMC Capital Management | 6,572 | $158.0K | 0.15% | 00.0% | Unchanged |
| Deutsche Bank AG | 6,401 | $154.0K | 0.00% | −1,014−13.7% | Reduced |
| California State Teachers Retirement System | 5,962 | $144.0K | 0.00% | −497−7.7% | Reduced |
| Tompkins Financial Corp | 5,085 | $122.0K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,056 | $73.0K | 0.00% | +2,216+263.8% | Added |
| Nisa Investment Advisors, LLC | 2,940 | $70.0K | 0.00% | +700+31.3% | Added |
| Wells Fargo & Company | 2,246 | $54.0K | 0.00% | −795−26.1% | Reduced |
| Amalgamated Bank | 1,933 | $47.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1,590 | $38.0K | 0.00% | −207−11.5% | Reduced |
| Advisor Group Holdings, Inc. | 1,465 | $36.0K | 0.00% | −34−2.3% | Reduced |
| Legal & General Group Plc | 1,478 | $36.0K | 0.00% | +325+28.2% | Added |
| American Portfolios Advisors | 1,435 | $34.5K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,360 | $32.0K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 1,300 | $31.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,173 | $28.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 983 | $23.7K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 778 | $19.0K | 0.00% | +172+28.4% | Added |
| Citigroup Inc | 607 | $15.0K | 0.00% | −663−52.2% | Reduced |
| FourThought Financial, LLC | 475 | $11.0K | 0.00% | 00.0% | Unchanged |
| Gladius Capital Management LP | 365 | $9.00K | 0.00% | −1,757−82.8% | Reduced |
| The PNC Financial Services Group, Inc. | 238 | $5.00K | 0.00% | −536−69.3% | Reduced |
| Covestor Ltd | 208 | $5.00K | 0.00% | +6+3.0% | Added |