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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 2 | $0 | 0.00% | −5−71.4% | Reduced |
| Aua Capital Management, LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 8 | $0 | 0.00% | +8 | New |
| Lazard Asset Management LLC | 53 | $1.00K | 0.00% | −15−22.1% | Reduced |
| First Horizon Advisors, Inc. | 70 | $1.00K | 0.00% | +22+45.8% | Added |
| PYA Waltman Capital, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 84 | $2.00K | 0.00% | +29+52.7% | Added |
| Credit Suisse AG | 86 | $2.00K | 0.00% | +71+473.3% | Added |
| FNY Investment Advisers, LLC | 100 | $2.00K | 0.00% | +100 | New |
| TD Private Client Wealth LLC | 139 | $3.35K | 0.00% | 00.0% | Unchanged |
| 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 |
| CWM, LLC | 201 | $5.00K | 0.00% | +201 | New |
| Allworth Financial LP | 210 | $5.00K | 0.00% | +210 | New |
| Gladius Capital Management LP | 365 | $9.00K | 0.00% | −1,757−82.8% | Reduced |
| FourThought Financial, LLC | 475 | $11.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 607 | $15.0K | 0.00% | −663−52.2% | Reduced |
| Great West Life Assurance Co | 778 | $19.0K | 0.00% | +172+28.4% | Added |
| Metropolitan Life Insurance Co | 983 | $23.7K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,173 | $28.0K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 1,300 | $31.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,360 | $32.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,435 | $34.5K | 0.00% | 00.0% | Unchanged |
| 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 |
| UBS Group AG | 1,590 | $38.0K | 0.00% | −207−11.5% | Reduced |
| Amalgamated Bank | 1,933 | $47.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 2,246 | $54.0K | 0.00% | −795−26.1% | Reduced |
| Nisa Investment Advisors, LLC | 2,940 | $70.0K | 0.00% | +700+31.3% | Added |
| Tower Research Capital LLC (TRC) | 3,056 | $73.0K | 0.00% | +2,216+263.8% | Added |
| Tompkins Financial Corp | 5,085 | $122.0K | 0.02% | 00.0% | Unchanged |
| California State Teachers Retirement System | 5,962 | $144.0K | 0.00% | −497−7.7% | Reduced |
| Deutsche Bank AG | 6,401 | $154.0K | 0.00% | −1,014−13.7% | Reduced |
| EMC Capital Management | 6,572 | $158.0K | 0.15% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 6,834 | $164.5K | 0.00% | +935+15.9% | Added |
| American International Group, Inc. | 7,171 | $173.0K | 0.00% | +101+1.4% | Added |
| Royal Bank of Canada | 8,183 | $197.0K | 0.00% | −1,038−11.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 8,288 | $199.0K | 0.00% | −1,778−17.7% | Reduced |
| MetLife Investment Management | 9,259 | $222.9K | 0.00% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 10,093 | $243.0K | 0.01% | −1,819−15.3% | Reduced |
| Public Employees Retirement System of Ohio | 10,533 | $254.0K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 10,893 | $262.0K | 0.00% | +76+0.7% | Added |
| Creative Planning | 10,958 | $264.0K | 0.00% | +40.0% | Added |
| Raymond James & Associates | 11,808 | $284.0K | 0.00% | +110+0.9% | Added |
| Campbell & CO Investment Adviser LLC | 11,869 | $286.0K | 0.07% | +11,869 | New |
| D. E. Shaw & Co., Inc. | 12,310 | $296.0K | 0.00% | +12,310 | New |
| Seizert Capital Partners, LLC | 12,584 | $303.0K | 0.02% | −4,381−25.8% | Reduced |
| Voya Investment Management LLC | 12,593 | $303.1K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 13,134 | $316.0K | 0.00% | +13,134 | New |
| Stifel Financial Corp | 13,363 | $322.0K | 0.00% | −582−4.2% | Reduced |
| Courier Capital LLC | 14,163 | $341.0K | 0.04% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 14,241 | $343.0K | 0.01% | +14,241 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 15,813 | $381.0K | 0.00% | −11,513−42.1% | Reduced |
| SEI Investments Co | 18,856 | $454.0K | 0.00% | +8,022+74.0% | Added |
| Argent Trust Co | 19,655 | $474.0K | 0.03% | +4,652+31.0% | Added |
| Trexquant Investment LP | 20,046 | $483.0K | 0.02% | −1,087−5.1% | Reduced |
| Barclays PLC | 22,976 | $553.0K | 0.00% | +20,730+923.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 23,684 | $570.0K | 0.00% | +5,732+31.9% | Added |
| ClariVest Asset Management LLC | 24,236 | $583.0K | 0.03% | 00.0% | Unchanged |
| STRS Ohio | 24,900 | $599.0K | 0.00% | +1,500+6.4% | Added |
| Sonen Capital LLC | 25,000 | $602.0K | 0.98% | +13,800+123.2% | Added |
| Bailard, Inc. | 25,100 | $604.0K | 0.02% | −1,000−3.8% | Reduced |
| Rhumbline Advisers | 25,178 | $606.0K | 0.00% | +1,332+5.6% | Added |
| Los Angeles Capital Management LLC | 29,238 | $704.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 29,434 | $708.0K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 29,638 | $714.0K | 0.00% | −6,041−16.9% | Reduced |
| Martingale Asset Management L P | 30,422 | $733.0K | 0.01% | +10,701+54.3% | Added |
| Globeflex Capital L P | 31,346 | $754.0K | 0.13% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 34,957 | $841.0K | 0.00% | +747+2.2% | Added |
| Cutler Capital Management, LLC | 36,000 | $867.0K | 0.40% | +1,000+2.9% | Added |
| Two Sigma Advisers, LP | 38,587 | $929.0K | 0.00% | −4,400−10.2% | Reduced |
| Bank of America Corp | 43,551 | $1.05M | 0.00% | +10,276+30.9% | Added |
| Victory Capital Management Inc | 47,700 | $1.15M | 0.00% | +4,350+10.0% | Added |
| Nuveen Asset Management, LLC | 52,981 | $1.27M | 0.00% | −438−0.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 54,368 | $1.31M | 0.01% | −1,993−3.5% | Reduced |
| Community Capital Management, Inc. | 57,823 | $1.39M | 1.82% | 00.0% | Unchanged |
| Citadel Advisors LLC | 62,551 | $1.51M | 0.00% | +22,110+54.7% | Added |
| New York State Common Retirement Fund | 64,924 | $1.56M | 0.00% | +320.0% | Added |
| AQR Capital Management LLC | 65,895 | $1.59M | 0.00% | −1,138−1.7% | Reduced |
| River Oaks Capital LLC | 69,469 | $1.67M | 1.83% | +69+0.1% | Added |
| Federated Hermes, Inc. | 70,182 | $1.69M | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 86,533 | $2.08M | 0.00% | −11,544−11.8% | Reduced |
| Gator Capital Management, LLC | 87,043 | $2.10M | 1.75% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 89,748 | $2.16M | 0.00% | −1,242−1.4% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 91,448 | $2.20M | 0.01% | −41,810−31.4% | Reduced |
| Eaton Vance Management | 93,335 | $2.25M | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 99,700 | $2.40M | 0.06% | 00.0% | Unchanged |
| PL Capital Advisors, LLC | 125,000 | $2.41M | 0.70% | +63,800+104.2% | Added |
| Royce & Associates LP | 106,536 | $2.56M | 0.03% | +9,569+9.9% | Added |
| Charles Schwab Investment Management Inc | 110,560 | $2.66M | 0.00% | −12,586−10.2% | Reduced |
| Bank of New York Mellon Corp | 127,161 | $3.06M | 0.00% | +6,247+5.2% | Added |
| Millennium Management LLC | 135,354 | $3.26M | 0.00% | +38,729+40.1% | Added |
| Morgan Stanley | 138,034 | $3.32M | 0.00% | +13,851+11.2% | Added |
| American Century Companies Inc | 141,330 | $3.40M | 0.00% | +7,260+5.4% | Added |
| Thrivent Financial for Lutherans | 146,336 | $3.52M | 0.01% | −340.0% | Reduced |
| JPMorgan Chase & Co | 157,087 | $3.78M | 0.00% | −6,168−3.8% | Reduced |
| Prudential Financial Inc | 168,719 | $4.06M | 0.01% | +2,849+1.7% | Added |
| BHZ Capital Management, LP | 174,747 | $4.21M | 2.15% | −500−0.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 181,528 | $4.37M | 0.03% | +650.0% | Added |
| Acadian Asset Management LLC | 185,161 | $4.46M | 0.02% | +27,818+17.7% | Added |