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 |
|---|---|---|---|---|---|
| Credit Suisse AG | 1 | $24 | 0.00% | −85−98.8% | Reduced |
| Quadrant Capital Group LLC | 8 | $195 | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 12 | $292 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 24 | $585 | 0.00% | +24 | New |
| First Horizon Advisors, Inc. | 70 | $1.71K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 139 | $3.39K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 201 | $5.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 188 | $5.00K | 0.00% | −20−9.6% | Reduced |
| Ronald Blue Trust, Inc. | 191 | $5.00K | 0.00% | +107+127.4% | Added |
| Allworth Financial LP | 210 | $5.12K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 238 | $5.80K | 0.00% | 00.0% | Unchanged |
| Gladius Capital Management LP | 340 | $8.28K | 0.00% | −25−6.8% | Reduced |
| Tower Research Capital LLC (TRC) | 389 | $9.00K | 0.00% | −2,667−87.3% | Reduced |
| Belpointe Asset Management LLC | 650 | $15.8K | 0.00% | +650 | New |
| Wells Fargo & Company | 846 | $20.6K | 0.00% | −1,400−62.3% | Reduced |
| Metropolitan Life Insurance Co | 983 | $23.9K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,100 | $27.0K | 0.00% | +1,100 | New |
| Great West Life Assurance Co | 1,144 | $28.0K | 0.00% | +366+47.0% | Added |
| US Bancorp | 1,173 | $28.6K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,360 | $32.7K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,478 | $36.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,758 | $42.8K | 0.00% | +1,151+189.6% | Added |
| Amalgamated Bank | 1,933 | $47.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,960 | $72.0K | 0.00% | +1,495+102.0% | Added |
| Nisa Investment Advisors, LLC | 2,940 | $72.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 4,249 | $103.5K | 0.00% | +2,659+167.2% | Added |
| GWM Advisors LLC | 4,517 | $110.0K | 0.00% | +4,517 | New |
| Tompkins Financial Corp | 5,085 | $124.0K | 0.02% | 00.0% | Unchanged |
| California State Teachers Retirement System | 6,030 | $146.9K | 0.00% | +68+1.1% | Added |
| Deutsche Bank AG | 6,501 | $158.4K | 0.00% | +100+1.6% | Added |
| EMC Capital Management | 6,572 | $160.0K | 0.14% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 6,723 | $163.8K | 0.00% | −111−1.6% | Reduced |
| American International Group, Inc. | 7,145 | $174.1K | 0.00% | −26−0.4% | Reduced |
| MetLife Investment Management | 7,636 | $186.0K | 0.00% | −1,623−17.5% | Reduced |
| Engineers Gate Manager LP | 8,247 | $200.9K | 0.01% | +8,247 | New |
| Allspring Global Investments Holdings, LLC | 8,280 | $201.7K | 0.00% | −8−0.1% | Reduced |
| D. E. Shaw & Co., Inc. | 8,405 | $204.7K | 0.00% | −3,905−31.7% | Reduced |
| Public Employees Retirement System of Ohio | 8,585 | $209.0K | 0.00% | −1,948−18.5% | Reduced |
| Alliancebernstein L.P. | 9,000 | $219.2K | 0.00% | +9,000 | New |
| Royal Bank of Canada | 9,706 | $237.0K | 0.00% | +1,523+18.6% | Added |
| Panagora Asset Management Inc | 10,420 | $253.8K | 0.00% | −2,714−20.7% | Reduced |
| Franklin Resources Inc | 10,875 | $264.9K | 0.00% | −18−0.2% | Reduced |
| Creative Planning | 10,958 | $266.9K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 11,544 | $281.2K | 0.00% | −264−2.2% | Reduced |
| Man Group plc | 11,544 | $281.2K | 0.00% | +11,544 | New |
| Stifel Financial Corp | 11,581 | $282.1K | 0.00% | −1,782−13.3% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 11,813 | $287.8K | 0.00% | −4,000−25.3% | Reduced |
| First Trust Advisors LP | 12,513 | $304.8K | 0.00% | +12,513 | New |
| Seizert Capital Partners, LLC | 12,584 | $306.5K | 0.02% | 00.0% | Unchanged |
| Voya Investment Management LLC | 12,593 | $306.8K | 0.00% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 14,143 | $344.5K | 0.08% | +2,274+19.2% | Added |
| Courier Capital LLC | 14,163 | $345.0K | 0.04% | 00.0% | Unchanged |
| SEI Investments Co | 17,694 | $431.0K | 0.00% | −1,162−6.2% | Reduced |
| Trexquant Investment LP | 19,732 | $480.7K | 0.01% | −314−1.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 19,834 | $483.2K | 0.00% | −3,850−16.3% | Reduced |
| Russell Investments Group, Ltd. | 20,552 | $500.6K | 0.00% | −8,882−30.2% | Reduced |
| STRS Ohio | 23,900 | $582.0K | 0.00% | −1,000−4.0% | Reduced |
| Sonen Capital LLC | 25,000 | $609.0K | 1.00% | 00.0% | Unchanged |
| Bailard, Inc. | 25,100 | $611.4K | 0.02% | 00.0% | Unchanged |
| Barclays PLC | 29,189 | $711.0K | 0.00% | +6,213+27.0% | Added |
| Los Angeles Capital Management LLC | 29,238 | $712.2K | 0.00% | 00.0% | Unchanged |
| Martingale Asset Management L P | 30,422 | $741.1K | 0.01% | 00.0% | Unchanged |
| Globeflex Capital L P | 31,346 | $763.6K | 0.10% | 00.0% | Unchanged |
| Argent Trust Co | 31,368 | $764.1K | 0.05% | +11,713+59.6% | Added |
| Citadel Advisors LLC | 32,433 | $790.1K | 0.00% | −30,118−48.1% | Reduced |
| Two Sigma Investments, LP | 34,278 | $835.0K | 0.00% | −679−1.9% | Reduced |
| Cutler Capital Management, LLC | 36,000 | $877.0K | 0.36% | 00.0% | Unchanged |
| Rhumbline Advisers | 36,910 | $899.0K | 0.00% | +11,732+46.6% | Added |
| Two Sigma Advisers, LP | 37,687 | $918.1K | 0.00% | −900−2.3% | Reduced |
| AQR Capital Management LLC | 44,750 | $1.09M | 0.00% | −21,145−32.1% | Reduced |
| Nuveen Asset Management, LLC | 45,290 | $1.10M | 0.00% | −7,691−14.5% | Reduced |
| Victory Capital Management Inc | 45,876 | $1.12M | 0.00% | −1,824−3.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 46,670 | $1.14M | 0.01% | −7,698−14.2% | Reduced |
| Bank of America Corp | 47,137 | $1.15M | 0.00% | +3,586+8.2% | Added |
| Invesco Ltd. | 48,476 | $1.18M | 0.00% | +18,838+63.6% | Added |
| Goldman Sachs Group Inc | 49,390 | $1.20M | 0.00% | −40,358−45.0% | Reduced |
| Community Capital Management, Inc. | 57,823 | $1.41M | 1.83% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 64,915 | $1.58M | 0.00% | −90.0% | Reduced |
| Federated Hermes, Inc. | 70,182 | $1.71M | 0.00% | 00.0% | Unchanged |
| River Oaks Capital LLC | 72,000 | $1.75M | 2.00% | +2,531+3.6% | Added |
| Millennium Management LLC | 78,275 | $1.91M | 0.00% | −57,079−42.2% | Reduced |
| Ameriprise Financial Inc | 81,361 | $1.98M | 0.00% | −5,172−6.0% | Reduced |
| Gator Capital Management, LLC | 87,043 | $2.12M | 1.56% | 00.0% | Unchanged |
| Hotchkis & Wiley Capital Management LLC | 96,948 | $2.36M | 0.01% | +5,500+6.0% | Added |
| Bridgeway Capital Management, LLC | 99,700 | $2.43M | 0.06% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 103,755 | $2.53M | 0.01% | −42,581−29.1% | Reduced |
| Charles Schwab Investment Management Inc | 112,010 | $2.73M | 0.00% | +1,450+1.3% | Added |
| Bank of New York Mellon Corp | 124,459 | $3.03M | 0.00% | −2,702−2.1% | Reduced |
| Royce & Associates LP | 136,811 | $3.33M | 0.04% | +30,275+28.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 140,034 | $3.41M | 0.02% | −41,494−22.9% | Reduced |
| American Century Companies Inc | 154,825 | $3.77M | 0.00% | +13,495+9.5% | Added |
| BHZ Capital Management, LP | 158,651 | $3.86M | 1.93% | −16,096−9.2% | Reduced |
| JPMorgan Chase & Co | 161,520 | $3.93M | 0.00% | +4,433+2.8% | Added |
| Prudential Financial Inc | 167,119 | $4.07M | 0.01% | −1,600−0.9% | Reduced |
| Acadian Asset Management LLC | 199,921 | $4.87M | 0.02% | +14,760+8.0% | Added |
| Northern Trust Corp | 211,573 | $5.15M | 0.00% | −5,163−2.4% | Reduced |
| PL Capital Advisors, LLC | 228,800 | $5.57M | 1.53% | +103,800+83.0% | Added |
| Morgan Stanley | 233,813 | $5.70M | 0.00% | +95,779+69.4% | Added |
| Geode Capital Management, LLC | 281,424 | $6.86M | 0.00% | +4,915+1.8% | Added |