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, Q4 2022
Institutional positions in Financial Institutions Inc as of Dec 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
- 110
- +1 vs. Q3 2022
- Shares held
- 10.6M
- +69.7K (+0.7%) vs. Q3 2022
- Total value
- $257.2M
- +$5.33M (+2.1%) vs. Q3 2022
- New holders
- 8
- 30 more added
- Sold out
- 7
- 42 more reduced
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Financial Institutions Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 1,262,125 | $30.7M | 0.01% | +830+0.1% | Added |
| BlackRock Inc. | 1,261,831 | $30.7M | 0.00% | +39,273+3.2% | Added |
| Vanguard Group Inc | 750,556 | $18.3M | 0.00% | +3,621+0.5% | Added |
| FMR LLC | 741,076 | $18.1M | 0.00% | +8,556+1.2% | Added |
| Commonwealth Equity Services, LLC | 570,784 | $13.9M | 0.03% | +1020.0% | Added |
| State Street Corp | 415,562 | $10.2M | 0.00% | −9,957−2.3% | Reduced |
| LSV Asset Management | 386,168 | $9.41M | 0.02% | −7,380−1.9% | Reduced |
| Ategra Capital Management, LLC | 340,463 | $8.29M | 4.35% | +37,140+12.2% | Added |
| Canandaigua National Corp | 330,623 | $8.05M | 1.37% | −8,239−2.4% | Reduced |
| Renaissance Technologies LLC | 290,800 | $7.08M | 0.01% | −12,500−4.1% | Reduced |
| Geode Capital Management, LLC | 281,424 | $6.86M | 0.00% | +4,915+1.8% | Added |
| Morgan Stanley | 233,813 | $5.70M | 0.00% | +95,779+69.4% | Added |
| PL Capital Advisors, LLC | 228,800 | $5.57M | 1.53% | +103,800+83.0% | Added |
| Northern Trust Corp | 211,573 | $5.15M | 0.00% | −5,163−2.4% | Reduced |
| Acadian Asset Management LLC | 199,921 | $4.87M | 0.02% | +14,760+8.0% | Added |
| Prudential Financial Inc | 167,119 | $4.07M | 0.01% | −1,600−0.9% | Reduced |
| JPMorgan Chase & Co | 161,520 | $3.93M | 0.00% | +4,433+2.8% | Added |
| BHZ Capital Management, LP | 158,651 | $3.86M | 1.93% | −16,096−9.2% | Reduced |
| American Century Companies Inc | 154,825 | $3.77M | 0.00% | +13,495+9.5% | Added |
| Fuller & Thaler Asset Management, Inc. | 140,034 | $3.41M | 0.02% | −41,494−22.9% | Reduced |
| Royce & Associates LP | 136,811 | $3.33M | 0.04% | +30,275+28.4% | Added |
| Bank of New York Mellon Corp | 124,459 | $3.03M | 0.00% | −2,702−2.1% | Reduced |
| Charles Schwab Investment Management Inc | 112,010 | $2.73M | 0.00% | +1,450+1.3% | Added |
| Thrivent Financial for Lutherans | 103,755 | $2.53M | 0.01% | −42,581−29.1% | Reduced |
| Bridgeway Capital Management, LLC | 99,700 | $2.43M | 0.06% | 00.0% | Unchanged |
| Hotchkis & Wiley Capital Management LLC | 96,948 | $2.36M | 0.01% | +5,500+6.0% | Added |
| Gator Capital Management, LLC | 87,043 | $2.12M | 1.56% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 81,361 | $1.98M | 0.00% | −5,172−6.0% | Reduced |
| Millennium Management LLC | 78,275 | $1.91M | 0.00% | −57,079−42.2% | Reduced |
| River Oaks Capital LLC | 72,000 | $1.75M | 2.00% | +2,531+3.6% | Added |
| Federated Hermes, Inc. | 70,182 | $1.71M | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 64,915 | $1.58M | 0.00% | −90.0% | Reduced |
| Community Capital Management, Inc. | 57,823 | $1.41M | 1.83% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 49,390 | $1.20M | 0.00% | −40,358−45.0% | Reduced |
| Invesco Ltd. | 48,476 | $1.18M | 0.00% | +18,838+63.6% | Added |
| Bank of America Corp | 47,137 | $1.15M | 0.00% | +3,586+8.2% | Added |
| Jacobs Levy Equity Management, Inc | 46,670 | $1.14M | 0.01% | −7,698−14.2% | Reduced |
| Victory Capital Management Inc | 45,876 | $1.12M | 0.00% | −1,824−3.8% | Reduced |
| Nuveen Asset Management, LLC | 45,290 | $1.10M | 0.00% | −7,691−14.5% | Reduced |
| AQR Capital Management LLC | 44,750 | $1.09M | 0.00% | −21,145−32.1% | Reduced |
| Two Sigma Advisers, LP | 37,687 | $918.1K | 0.00% | −900−2.3% | Reduced |
| Rhumbline Advisers | 36,910 | $899.0K | 0.00% | +11,732+46.6% | Added |
| Cutler Capital Management, LLC | 36,000 | $877.0K | 0.36% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 34,278 | $835.0K | 0.00% | −679−1.9% | Reduced |
| Citadel Advisors LLC | 32,433 | $790.1K | 0.00% | −30,118−48.1% | Reduced |
| Argent Trust Co | 31,368 | $764.1K | 0.05% | +11,713+59.6% | Added |
| Globeflex Capital L P | 31,346 | $763.6K | 0.10% | 00.0% | Unchanged |
| Martingale Asset Management L P | 30,422 | $741.1K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 29,238 | $712.2K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 29,189 | $711.0K | 0.00% | +6,213+27.0% | Added |
| Bailard, Inc. | 25,100 | $611.4K | 0.02% | 00.0% | Unchanged |
| Sonen Capital LLC | 25,000 | $609.0K | 1.00% | 00.0% | Unchanged |
| STRS Ohio | 23,900 | $582.0K | 0.00% | −1,000−4.0% | Reduced |
| Russell Investments Group, Ltd. | 20,552 | $500.6K | 0.00% | −8,882−30.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 19,834 | $483.2K | 0.00% | −3,850−16.3% | Reduced |
| Trexquant Investment LP | 19,732 | $480.7K | 0.01% | −314−1.6% | Reduced |
| SEI Investments Co | 17,694 | $431.0K | 0.00% | −1,162−6.2% | Reduced |
| Courier Capital LLC | 14,163 | $345.0K | 0.04% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 14,143 | $344.5K | 0.08% | +2,274+19.2% | Added |
| Voya Investment Management LLC | 12,593 | $306.8K | 0.00% | 00.0% | Unchanged |
| Seizert Capital Partners, LLC | 12,584 | $306.5K | 0.02% | 00.0% | Unchanged |
| First Trust Advisors LP | 12,513 | $304.8K | 0.00% | +12,513 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 11,813 | $287.8K | 0.00% | −4,000−25.3% | Reduced |
| Stifel Financial Corp | 11,581 | $282.1K | 0.00% | −1,782−13.3% | Reduced |
| Man Group plc | 11,544 | $281.2K | 0.00% | +11,544 | New |
| Raymond James & Associates | 11,544 | $281.2K | 0.00% | −264−2.2% | Reduced |
| Creative Planning | 10,958 | $266.9K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 10,875 | $264.9K | 0.00% | −18−0.2% | Reduced |
| Panagora Asset Management Inc | 10,420 | $253.8K | 0.00% | −2,714−20.7% | Reduced |
| Royal Bank of Canada | 9,706 | $237.0K | 0.00% | +1,523+18.6% | Added |
| Alliancebernstein L.P. | 9,000 | $219.2K | 0.00% | +9,000 | New |
| Public Employees Retirement System of Ohio | 8,585 | $209.0K | 0.00% | −1,948−18.5% | Reduced |
| D. E. Shaw & Co., Inc. | 8,405 | $204.7K | 0.00% | −3,905−31.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 8,280 | $201.7K | 0.00% | −8−0.1% | Reduced |
| Engineers Gate Manager LP | 8,247 | $200.9K | 0.01% | +8,247 | New |
| MetLife Investment Management | 7,636 | $186.0K | 0.00% | −1,623−17.5% | Reduced |
| American International Group, Inc. | 7,145 | $174.1K | 0.00% | −26−0.4% | Reduced |
| BNP Paribas Arbitrage, SA | 6,723 | $163.8K | 0.00% | −111−1.6% | Reduced |
| EMC Capital Management | 6,572 | $160.0K | 0.14% | 00.0% | Unchanged |
| Deutsche Bank AG | 6,501 | $158.4K | 0.00% | +100+1.6% | Added |
| California State Teachers Retirement System | 6,030 | $146.9K | 0.00% | +68+1.1% | Added |
| Tompkins Financial Corp | 5,085 | $124.0K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 4,517 | $110.0K | 0.00% | +4,517 | New |
| UBS Group AG | 4,249 | $103.5K | 0.00% | +2,659+167.2% | Added |
| Nisa Investment Advisors, LLC | 2,940 | $72.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,960 | $72.0K | 0.00% | +1,495+102.0% | Added |
| Amalgamated Bank | 1,933 | $47.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,758 | $42.8K | 0.00% | +1,151+189.6% | Added |
| Legal & General Group Plc | 1,478 | $36.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,360 | $32.7K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,173 | $28.6K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,144 | $28.0K | 0.00% | +366+47.0% | Added |
| Aquatic Capital Management LLC | 1,100 | $27.0K | 0.00% | +1,100 | New |
| Metropolitan Life Insurance Co | 983 | $23.9K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 846 | $20.6K | 0.00% | −1,400−62.3% | Reduced |
| Belpointe Asset Management LLC | 650 | $15.8K | 0.00% | +650 | New |
| Tower Research Capital LLC (TRC) | 389 | $9.00K | 0.00% | −2,667−87.3% | Reduced |
| Gladius Capital Management LP | 340 | $8.28K | 0.00% | −25−6.8% | Reduced |
| The PNC Financial Services Group, Inc. | 238 | $5.80K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 210 | $5.12K | 0.00% | 00.0% | Unchanged |