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.
Q1 2023 vs. Q4 2022
How the institutions holding Financial Institutions Inc changed between Q4 2022 and Q1 2023.
All holders in Q1 2023All holders in Q4 2022
| Measure | Q4 2022 | Of which not filed for Q1 2023 | Q1 2023 | Change |
|---|---|---|---|---|
| Holders | 110 | 1 | 104 | −5 |
| Shares | 10.6M | 330.6K | 10.5M | +237.9K (+2.3%) |
| Value | $257.2M | $8.05M | $202.0M | −$47.1M (−18.9%) |
1 institution that held it in Q4 2022 haven't filed for Q1 2023 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 Q1 2023 but not at the end of Q4 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Canandaigua National Bank & Trust Co | 330,223 | $6.37M | 1.07% |
| Arrowstreet Capital, Limited Partnership | 20,803 | $401.0K | 0.00% |
| Quadrature Capital Ltd | 17,572 | $338.8K | 0.01% |
| Gsa Capital Partners LLP | 16,226 | $313.0K | 0.03% |
| SG Americas Securities, LLC | 5,758 | $111.0K | 0.00% |
| Fisher Asset Management, LLC | 637 | $12.5K | 0.00% |
| Geneos Wealth Management Inc. | 95 | $1.83K | 0.00% |
| Capital Advisors, Ltd. LLC | 8 | $0 | 0.00% |
Sold out (13)
Institutions that held Financial Institutions Inc at the end of Q4 2022 and filed for Q1 2023 without it.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| AQR Capital Management LLC | 44,750 | $1.09M |
| Connor, Clark & Lunn Investment Management Ltd. | 19,834 | $483.2K |
| Campbell & CO Investment Adviser LLC | 14,143 | $344.5K |
| First Trust Advisors LP | 12,513 | $304.8K |
| Grantham, Mayo, Van Otterloo & Co. LLC | 11,813 | $287.8K |
| Raymond James & Associates | 11,544 | $281.2K |
| Alliancebernstein L.P. | 9,000 | $219.2K |
| D. E. Shaw & Co., Inc. | 8,405 | $204.7K |
| TD Private Client Wealth LLC | 139 | $3.39K |
| First Horizon Advisors, Inc. | 70 | $1.71K |
| Parkside Financial Bank & Trust | 24 | $585 |
| Aua Capital Management, LLC | 12 | $292 |
| Credit Suisse AG | 1 | $24 |
Not filed for Q1 2023 yet (1)
Institutions that held Financial Institutions Inc at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Canandaigua National Corp | 330,623 | $8.05M |