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 |
|---|---|---|---|---|---|
| Renaissance Technologies LLC | 290,800 | $7.08M | 0.01% | −12,500−4.1% | Reduced |
| Canandaigua National Corp | 330,623 | $8.05M | 1.37% | −8,239−2.4% | Reduced |
| Ategra Capital Management, LLC | 340,463 | $8.29M | 4.35% | +37,140+12.2% | Added |
| LSV Asset Management | 386,168 | $9.41M | 0.02% | −7,380−1.9% | Reduced |
| State Street Corp | 415,562 | $10.2M | 0.00% | −9,957−2.3% | Reduced |
| Commonwealth Equity Services, LLC | 570,784 | $13.9M | 0.03% | +1020.0% | Added |
| FMR LLC | 741,076 | $18.1M | 0.00% | +8,556+1.2% | Added |
| Vanguard Group Inc | 750,556 | $18.3M | 0.00% | +3,621+0.5% | Added |
| BlackRock Inc. | 1,261,831 | $30.7M | 0.00% | +39,273+3.2% | Added |
| Dimensional Fund Advisors LP | 1,262,125 | $30.7M | 0.01% | +830+0.1% | Added |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −24,236−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −14,241−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −10,093−100.0% | Sold out |
| New York State Teachers Retirement System | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| PYA Waltman Capital, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| Eaton Vance Management | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |
| FourThought Financial, LLC | – | – | – | – | Not filed |