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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 8 | $0 | 0.00% | +8 | New |
| Quadrant Capital Group LLC | 8 | $155 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 22 | $424 | 0.00% | −1,736−98.7% | Reduced |
| FNY Investment Advisers, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 95 | $1.83K | 0.00% | +95 | New |
| Russell Investments Group, Ltd. | 131 | $2.53K | 0.00% | −20,421−99.4% | Reduced |
| CWM, LLC | 201 | $4.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 210 | $4.05K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 254 | $5.00K | 0.00% | +66+35.1% | Added |
| The PNC Financial Services Group, Inc. | 283 | $5.46K | 0.00% | +45+18.9% | Added |
| Ronald Blue Trust, Inc. | 242 | $6.00K | 0.00% | +51+26.7% | Added |
| Gladius Capital Management LP | 322 | $6.21K | 0.00% | −18−5.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 618 | $11.9K | 0.00% | −139,416−99.6% | Reduced |
| Fisher Asset Management, LLC | 637 | $12.5K | 0.00% | +637 | New |
| Belpointe Asset Management LLC | 650 | $12.5K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 716 | $13.8K | 0.00% | −267−27.2% | Reduced |
| Tower Research Capital LLC (TRC) | 791 | $15.0K | 0.00% | +402+103.3% | Added |
| Great West Life Assurance Co | 1,094 | $21.0K | 0.00% | −50−4.4% | Reduced |
| US Bancorp | 1,173 | $22.6K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,360 | $26.2K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,478 | $28.5K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,583 | $31.0K | 0.00% | −350−18.1% | Reduced |
| Aquatic Capital Management LLC | 1,800 | $35.0K | 0.00% | +700+63.6% | Added |
| Advisor Group Holdings, Inc. | 2,829 | $54.6K | 0.00% | −131−4.4% | Reduced |
| Nisa Investment Advisors, LLC | 2,953 | $57.0K | 0.00% | +13+0.4% | Added |
| Wells Fargo & Company | 3,905 | $75.3K | 0.00% | +3,059+361.6% | Added |
| Tompkins Financial Corp | 5,085 | $98.0K | 0.02% | 00.0% | Unchanged |
| California State Teachers Retirement System | 5,616 | $108.3K | 0.00% | −414−6.9% | Reduced |
| UBS Group AG | 5,690 | $109.7K | 0.00% | +1,441+33.9% | Added |
| SG Americas Securities, LLC | 5,758 | $111.0K | 0.00% | +5,758 | New |
| EMC Capital Management | 6,572 | $127.0K | 0.11% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 7,219 | $139.2K | 0.00% | −1,061−12.8% | Reduced |
| American International Group, Inc. | 7,291 | $140.6K | 0.00% | +146+2.0% | Added |
| MetLife Investment Management | 7,636 | $147.2K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 8,585 | $166.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 8,844 | $170.0K | 0.00% | −862−8.9% | Reduced |
| Deutsche Bank AG | 9,400 | $181.2K | 0.00% | +2,899+44.6% | Added |
| Seizert Capital Partners, LLC | 10,183 | $196.3K | 0.01% | −2,401−19.1% | Reduced |
| Engineers Gate Manager LP | 10,603 | $204.4K | 0.01% | +2,356+28.6% | Added |
| Franklin Resources Inc | 10,907 | $210.3K | 0.00% | +32+0.3% | Added |
| Creative Planning | 10,958 | $211.3K | 0.00% | 00.0% | Unchanged |
| Man Group plc | – | $217.4K | 0.00% | – | – |
| GWM Advisors LLC | 12,124 | $233.7K | 0.00% | +7,607+168.4% | Added |
| Panagora Asset Management Inc | 12,193 | $235.1K | 0.00% | +1,773+17.0% | Added |
| BNP Paribas Arbitrage, SA | 12,479 | $240.6K | 0.00% | +5,756+85.6% | Added |
| Voya Investment Management LLC | 12,856 | $247.9K | 0.00% | +263+2.1% | Added |
| Stifel Financial Corp | 13,679 | $263.7K | 0.00% | +2,098+18.1% | Added |
| Courier Capital LLC | 14,974 | $288.7K | 0.03% | +811+5.7% | Added |
| Gsa Capital Partners LLP | 16,226 | $313.0K | 0.03% | +16,226 | New |
| Quadrature Capital Ltd | 17,572 | $338.8K | 0.01% | +17,572 | New |
| SEI Investments Co | 19,634 | $378.5K | 0.00% | +1,940+11.0% | Added |
| Arrowstreet Capital, Limited Partnership | 20,803 | $401.0K | 0.00% | +20,803 | New |
| Invesco Ltd. | 21,463 | $413.8K | 0.00% | −27,013−55.7% | Reduced |
| Sonen Capital LLC | 25,000 | $482.0K | 0.82% | 00.0% | Unchanged |
| STRS Ohio | 25,600 | $493.0K | 0.00% | +1,700+7.1% | Added |
| Bailard, Inc. | 26,300 | $507.1K | 0.02% | +1,200+4.8% | Added |
| Trexquant Investment LP | 27,720 | $534.4K | 0.01% | +7,988+40.5% | Added |
| Los Angeles Capital Management LLC | 28,358 | $546.7K | 0.00% | −880−3.0% | Reduced |
| Globeflex Capital L P | 31,346 | $604.4K | 0.07% | 00.0% | Unchanged |
| Argent Trust Co | 34,068 | $656.8K | 0.04% | +2,700+8.6% | Added |
| Rhumbline Advisers | 37,721 | $727.0K | 0.00% | +811+2.2% | Added |
| Barclays PLC | 38,864 | $749.3K | 0.00% | +9,675+33.1% | Added |
| Bank of America Corp | 39,663 | $764.7K | 0.00% | −7,474−15.9% | Reduced |
| Cutler Capital Management, LLC | 40,000 | $771.2K | 0.34% | +4,000+11.1% | Added |
| Martingale Asset Management L P | 40,546 | $781.7K | 0.02% | +10,124+33.3% | Added |
| Nuveen Asset Management, LLC | 40,901 | $789.0K | 0.00% | −4,389−9.7% | Reduced |
| Citadel Advisors LLC | 41,933 | $808.5K | 0.00% | +9,500+29.3% | Added |
| Victory Capital Management Inc | 46,325 | $893.1K | 0.00% | +449+1.0% | Added |
| Jacobs Levy Equity Management, Inc | 46,658 | $899.6K | 0.01% | −120.0% | Reduced |
| Two Sigma Investments, LP | 50,732 | $978.1K | 0.00% | +16,454+48.0% | Added |
| Two Sigma Advisers, LP | 60,187 | $1.16M | 0.00% | +22,500+59.7% | Added |
| Thrivent Financial for Lutherans | 62,233 | $1.20M | 0.00% | −41,522−40.0% | Reduced |
| Community Capital Management, Inc. | 64,523 | $1.24M | 1.64% | +6,700+11.6% | Added |
| New York State Common Retirement Fund | 64,922 | $1.25M | 0.00% | +70.0% | Added |
| Federated Hermes, Inc. | 70,182 | $1.35M | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 73,798 | $1.42M | 0.00% | −4,477−5.7% | Reduced |
| Ameriprise Financial Inc | 79,274 | $1.53M | 0.00% | −2,087−2.6% | Reduced |
| Goldman Sachs Group Inc | 81,296 | $1.57M | 0.00% | +31,906+64.6% | Added |
| Royce & Associates LP | 84,357 | $1.63M | 0.02% | −52,454−38.3% | Reduced |
| Gator Capital Management, LLC | 87,043 | $1.68M | 1.30% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 97,325 | $1.88M | 0.05% | −2,375−2.4% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 97,948 | $1.89M | 0.01% | +1,000+1.0% | Added |
| JPMorgan Chase & Co | 100,322 | $1.93M | 0.00% | −61,198−37.9% | Reduced |
| River Oaks Capital LLC | 107,600 | $2.07M | 2.90% | +35,600+49.4% | Added |
| Charles Schwab Investment Management Inc | 112,383 | $2.17M | 0.00% | +373+0.3% | Added |
| Bank of New York Mellon Corp | 117,339 | $2.26M | 0.00% | −7,120−5.7% | Reduced |
| BHZ Capital Management, LP | 146,590 | $2.83M | 1.72% | −12,061−7.6% | Reduced |
| American Century Companies Inc | 168,208 | $3.24M | 0.00% | +13,383+8.6% | Added |
| Prudential Financial Inc | 192,248 | $3.71M | 0.01% | +25,129+15.0% | Added |
| Northern Trust Corp | 204,278 | $3.94M | 0.00% | −7,295−3.4% | Reduced |
| PL Capital Advisors, LLC | 228,800 | $4.41M | 1.56% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 233,718 | $4.50M | 0.02% | +33,797+16.9% | Added |
| Morgan Stanley | 240,216 | $4.63M | 0.00% | +6,403+2.7% | Added |
| Renaissance Technologies LLC | 271,000 | $5.22M | 0.01% | −19,800−6.8% | Reduced |
| Geode Capital Management, LLC | 291,729 | $5.62M | 0.00% | +10,305+3.7% | Added |
| Canandaigua National Bank & Trust Co | 330,223 | $6.37M | 1.07% | +330,223 | New |
| LSV Asset Management | 368,257 | $7.10M | 0.02% | −17,911−4.6% | Reduced |
| Ategra Capital Management, LLC | 377,844 | $7.28M | 4.07% | +37,381+11.0% | Added |
| State Street Corp | 457,419 | $8.95M | 0.00% | +41,857+10.1% | Added |
| Commonwealth Equity Services, LLC | 571,290 | $11.0M | 0.02% | +506+0.1% | Added |