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 |
|---|---|---|---|---|---|
| FMR LLC | 742,503 | $14.3M | 0.00% | +1,427+0.2% | Added |
| Vanguard Group Inc | 756,688 | $14.6M | 0.00% | +6,132+0.8% | Added |
| Dimensional Fund Advisors LP | 1,222,369 | $23.6M | 0.01% | −39,756−3.1% | Reduced |
| BlackRock Inc. | 1,356,722 | $26.2M | 0.00% | +94,891+7.5% | Added |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −44,750−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −19,834−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −14,143−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −12,513−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −11,813−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −11,544−100.0% | Sold out |
| Alliancebernstein L.P. | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −8,405−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −139−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Aua Capital Management, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Canandaigua National Corp | – | – | – | – | Not filed |