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, Q1 2023
Institutional positions in Financial Institutions Inc as of Mar 31, 2023. 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
- 104
- −5 vs. Q4 2022
- Shares held
- 10.5M
- +237.9K (+2.3%) vs. Q4 2022
- Total value
- $202.0M
- −$47.1M (−18.9%) vs. Q4 2022
- New holders
- 8
- 48 more added
- Sold out
- 13
- 29 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Financial Institutions Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,356,722 | $26.2M | 0.00% | +94,891+7.5% | Added |
| Dimensional Fund Advisors LP | 1,222,369 | $23.6M | 0.01% | −39,756−3.1% | Reduced |
| Vanguard Group Inc | 756,688 | $14.6M | 0.00% | +6,132+0.8% | Added |
| FMR LLC | 742,503 | $14.3M | 0.00% | +1,427+0.2% | Added |
| Commonwealth Equity Services, LLC | 571,290 | $11.0M | 0.02% | +506+0.1% | Added |
| State Street Corp | 457,419 | $8.95M | 0.00% | +41,857+10.1% | Added |
| Ategra Capital Management, LLC | 377,844 | $7.28M | 4.07% | +37,381+11.0% | Added |
| LSV Asset Management | 368,257 | $7.10M | 0.02% | −17,911−4.6% | Reduced |
| Canandaigua National Bank & Trust Co | 330,223 | $6.37M | 1.07% | +330,223 | New |
| Geode Capital Management, LLC | 291,729 | $5.62M | 0.00% | +10,305+3.7% | Added |
| Renaissance Technologies LLC | 271,000 | $5.22M | 0.01% | −19,800−6.8% | Reduced |
| Morgan Stanley | 240,216 | $4.63M | 0.00% | +6,403+2.7% | Added |
| Acadian Asset Management LLC | 233,718 | $4.50M | 0.02% | +33,797+16.9% | Added |
| PL Capital Advisors, LLC | 228,800 | $4.41M | 1.56% | 00.0% | Unchanged |
| Northern Trust Corp | 204,278 | $3.94M | 0.00% | −7,295−3.4% | Reduced |
| Prudential Financial Inc | 192,248 | $3.71M | 0.01% | +25,129+15.0% | Added |
| American Century Companies Inc | 168,208 | $3.24M | 0.00% | +13,383+8.6% | Added |
| BHZ Capital Management, LP | 146,590 | $2.83M | 1.72% | −12,061−7.6% | Reduced |
| Bank of New York Mellon Corp | 117,339 | $2.26M | 0.00% | −7,120−5.7% | Reduced |
| Charles Schwab Investment Management Inc | 112,383 | $2.17M | 0.00% | +373+0.3% | Added |
| River Oaks Capital LLC | 107,600 | $2.07M | 2.90% | +35,600+49.4% | Added |
| JPMorgan Chase & Co | 100,322 | $1.93M | 0.00% | −61,198−37.9% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 97,948 | $1.89M | 0.01% | +1,000+1.0% | Added |
| Bridgeway Capital Management, LLC | 97,325 | $1.88M | 0.05% | −2,375−2.4% | Reduced |
| Gator Capital Management, LLC | 87,043 | $1.68M | 1.30% | 00.0% | Unchanged |
| Royce & Associates LP | 84,357 | $1.63M | 0.02% | −52,454−38.3% | Reduced |
| Goldman Sachs Group Inc | 81,296 | $1.57M | 0.00% | +31,906+64.6% | Added |
| Ameriprise Financial Inc | 79,274 | $1.53M | 0.00% | −2,087−2.6% | Reduced |
| Millennium Management LLC | 73,798 | $1.42M | 0.00% | −4,477−5.7% | Reduced |
| Federated Hermes, Inc. | 70,182 | $1.35M | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 64,922 | $1.25M | 0.00% | +70.0% | Added |
| Community Capital Management, Inc. | 64,523 | $1.24M | 1.64% | +6,700+11.6% | Added |
| Thrivent Financial for Lutherans | 62,233 | $1.20M | 0.00% | −41,522−40.0% | Reduced |
| Two Sigma Advisers, LP | 60,187 | $1.16M | 0.00% | +22,500+59.7% | Added |
| Two Sigma Investments, LP | 50,732 | $978.1K | 0.00% | +16,454+48.0% | Added |
| Jacobs Levy Equity Management, Inc | 46,658 | $899.6K | 0.01% | −120.0% | Reduced |
| Victory Capital Management Inc | 46,325 | $893.1K | 0.00% | +449+1.0% | Added |
| Citadel Advisors LLC | 41,933 | $808.5K | 0.00% | +9,500+29.3% | Added |
| Nuveen Asset Management, LLC | 40,901 | $789.0K | 0.00% | −4,389−9.7% | Reduced |
| Martingale Asset Management L P | 40,546 | $781.7K | 0.02% | +10,124+33.3% | Added |
| Cutler Capital Management, LLC | 40,000 | $771.2K | 0.34% | +4,000+11.1% | Added |
| Bank of America Corp | 39,663 | $764.7K | 0.00% | −7,474−15.9% | Reduced |
| Barclays PLC | 38,864 | $749.3K | 0.00% | +9,675+33.1% | Added |
| Rhumbline Advisers | 37,721 | $727.0K | 0.00% | +811+2.2% | Added |
| Argent Trust Co | 34,068 | $656.8K | 0.04% | +2,700+8.6% | Added |
| Globeflex Capital L P | 31,346 | $604.4K | 0.07% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 28,358 | $546.7K | 0.00% | −880−3.0% | Reduced |
| Trexquant Investment LP | 27,720 | $534.4K | 0.01% | +7,988+40.5% | Added |
| Bailard, Inc. | 26,300 | $507.1K | 0.02% | +1,200+4.8% | Added |
| STRS Ohio | 25,600 | $493.0K | 0.00% | +1,700+7.1% | Added |
| Sonen Capital LLC | 25,000 | $482.0K | 0.82% | 00.0% | Unchanged |
| Invesco Ltd. | 21,463 | $413.8K | 0.00% | −27,013−55.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 20,803 | $401.0K | 0.00% | +20,803 | New |
| SEI Investments Co | 19,634 | $378.5K | 0.00% | +1,940+11.0% | Added |
| Quadrature Capital Ltd | 17,572 | $338.8K | 0.01% | +17,572 | New |
| Gsa Capital Partners LLP | 16,226 | $313.0K | 0.03% | +16,226 | New |
| Courier Capital LLC | 14,974 | $288.7K | 0.03% | +811+5.7% | Added |
| Stifel Financial Corp | 13,679 | $263.7K | 0.00% | +2,098+18.1% | Added |
| Voya Investment Management LLC | 12,856 | $247.9K | 0.00% | +263+2.1% | Added |
| BNP Paribas Arbitrage, SA | 12,479 | $240.6K | 0.00% | +5,756+85.6% | Added |
| Panagora Asset Management Inc | 12,193 | $235.1K | 0.00% | +1,773+17.0% | Added |
| GWM Advisors LLC | 12,124 | $233.7K | 0.00% | +7,607+168.4% | Added |
| Man Group plc | – | $217.4K | 0.00% | – | – |
| Creative Planning | 10,958 | $211.3K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 10,907 | $210.3K | 0.00% | +32+0.3% | Added |
| Engineers Gate Manager LP | 10,603 | $204.4K | 0.01% | +2,356+28.6% | Added |
| Seizert Capital Partners, LLC | 10,183 | $196.3K | 0.01% | −2,401−19.1% | Reduced |
| Deutsche Bank AG | 9,400 | $181.2K | 0.00% | +2,899+44.6% | Added |
| Royal Bank of Canada | 8,844 | $170.0K | 0.00% | −862−8.9% | Reduced |
| Public Employees Retirement System of Ohio | 8,585 | $166.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 7,636 | $147.2K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 7,291 | $140.6K | 0.00% | +146+2.0% | Added |
| Allspring Global Investments Holdings, LLC | 7,219 | $139.2K | 0.00% | −1,061−12.8% | Reduced |
| EMC Capital Management | 6,572 | $127.0K | 0.11% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 5,758 | $111.0K | 0.00% | +5,758 | New |
| UBS Group AG | 5,690 | $109.7K | 0.00% | +1,441+33.9% | Added |
| California State Teachers Retirement System | 5,616 | $108.3K | 0.00% | −414−6.9% | Reduced |
| Tompkins Financial Corp | 5,085 | $98.0K | 0.02% | 00.0% | Unchanged |
| Wells Fargo & Company | 3,905 | $75.3K | 0.00% | +3,059+361.6% | Added |
| Nisa Investment Advisors, LLC | 2,953 | $57.0K | 0.00% | +13+0.4% | Added |
| Advisor Group Holdings, Inc. | 2,829 | $54.6K | 0.00% | −131−4.4% | Reduced |
| Aquatic Capital Management LLC | 1,800 | $35.0K | 0.00% | +700+63.6% | Added |
| Amalgamated Bank | 1,583 | $31.0K | 0.00% | −350−18.1% | Reduced |
| Legal & General Group Plc | 1,478 | $28.5K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,360 | $26.2K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,173 | $22.6K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,094 | $21.0K | 0.00% | −50−4.4% | Reduced |
| Tower Research Capital LLC (TRC) | 791 | $15.0K | 0.00% | +402+103.3% | Added |
| Metropolitan Life Insurance Co | 716 | $13.8K | 0.00% | −267−27.2% | Reduced |
| Belpointe Asset Management LLC | 650 | $12.5K | 0.00% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 637 | $12.5K | 0.00% | +637 | New |
| Fuller & Thaler Asset Management, Inc. | 618 | $11.9K | 0.00% | −139,416−99.6% | Reduced |
| Gladius Capital Management LP | 322 | $6.21K | 0.00% | −18−5.3% | Reduced |
| Ronald Blue Trust, Inc. | 242 | $6.00K | 0.00% | +51+26.7% | Added |
| The PNC Financial Services Group, Inc. | 283 | $5.46K | 0.00% | +45+18.9% | Added |
| Covestor Ltd | 254 | $5.00K | 0.00% | +66+35.1% | Added |
| Allworth Financial LP | 210 | $4.05K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 201 | $4.00K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 131 | $2.53K | 0.00% | −20,421−99.4% | Reduced |
| Geneos Wealth Management Inc. | 95 | $1.83K | 0.00% | +95 | New |