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.
Q4 2022 vs. Q3 2022
How the institutions holding Financial Institutions Inc changed between Q3 2022 and Q4 2022.
All holders in Q4 2022All holders in Q3 2022
| Measure | Q3 2022 | Of which not filed for Q4 2022 | Q4 2022 | Change |
|---|---|---|---|---|
| Holders | 112 | 3 | 110 | +1 |
| Shares | 10.6M | 95.2K | 10.6M | +69.7K (+0.7%) |
| Value | $254.2M | $2.29M | $257.2M | +$5.33M (+2.1%) |
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (8)
Institutions that held Financial Institutions Inc at the end of Q4 2022 but not at the end of Q3 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| First Trust Advisors LP | 12,513 | $304.8K | 0.00% |
| Man Group plc | 11,544 | $281.2K | 0.00% |
| Alliancebernstein L.P. | 9,000 | $219.2K | 0.00% |
| Engineers Gate Manager LP | 8,247 | $200.9K | 0.01% |
| GWM Advisors LLC | 4,517 | $110.0K | 0.00% |
| Aquatic Capital Management LLC | 1,100 | $27.0K | 0.00% |
| Belpointe Asset Management LLC | 650 | $15.8K | 0.00% |
| Parkside Financial Bank & Trust | 24 | $585 | 0.00% |
Sold out (7)
Institutions that held Financial Institutions Inc at the end of Q3 2022 and filed for Q4 2022 without it.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| ClariVest Asset Management LLC | 24,236 | $583.0K |
| O'Shaughnessy Asset Management, LLC | 14,241 | $343.0K |
| Prelude Capital Management, LLC | 10,093 | $243.0K |
| New York State Teachers Retirement System | 1,300 | $31.0K |
| PYA Waltman Capital, LLC | 100 | $2.00K |
| Lazard Asset Management LLC | 53 | $1.00K |
| Parallel Advisors, LLC | 2 | $0 |
Not filed for Q4 2022 yet (3)
Institutions that held Financial Institutions Inc at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| Eaton Vance Management | 93,335 | $2.25M |
| American Portfolios Advisors | 1,435 | $34.5K |
| FourThought Financial, LLC | 475 | $11.0K |