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, Q2 2023
Institutional positions in Financial Institutions Inc as of Jun 30, 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
- 103
- −1 vs. Q1 2023
- Shares held
- 10.3M
- −188.5K (−1.8%) vs. Q1 2023
- Total value
- $161.9M
- −$40.1M (−19.9%) vs. Q1 2023
- New holders
- 18
- 43 more added
- Sold out
- 19
- 26 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Financial Institutions Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,377,860 | $21.7M | 0.00% | +21,138+1.6% | Added |
| Dimensional Fund Advisors LP | 1,120,544 | $17.6M | 0.01% | −101,825−8.3% | Reduced |
| Vanguard Group Inc | 752,579 | $11.8M | 0.00% | −4,109−0.5% | Reduced |
| Commonwealth Equity Services, LLC | 571,751 | $9.00M | 0.02% | +461+0.1% | Added |
| Ategra Capital Management, LLC | 434,706 | $6.84M | 3.72% | +56,862+15.0% | Added |
| LSV Asset Management | 366,457 | $5.77M | 0.01% | −1,800−0.5% | Reduced |
| Renaissance Technologies LLC | 334,400 | $5.26M | 0.01% | +63,400+23.4% | Added |
| Canandaigua National Bank & Trust Co | 323,389 | $5.09M | 0.82% | −6,834−2.1% | Reduced |
| Morgan Stanley | 305,211 | $4.80M | 0.00% | +64,995+27.1% | Added |
| Geode Capital Management, LLC | 298,601 | $4.70M | 0.00% | +6,872+2.4% | Added |
| State Street Corp | 274,117 | $4.41M | 0.00% | −183,302−40.1% | Reduced |
| Acadian Asset Management LLC | 233,718 | $3.68M | 0.02% | 00.0% | Unchanged |
| Prudential Financial Inc | 233,248 | $3.67M | 0.01% | +41,000+21.3% | Added |
| Millennium Management LLC | 231,522 | $3.64M | 0.00% | +157,724+213.7% | Added |
| Northern Trust Corp | 207,471 | $3.27M | 0.00% | +3,193+1.6% | Added |
| PL Capital Advisors, LLC | 203,800 | $3.21M | 1.28% | −25,000−10.9% | Reduced |
| American Century Companies Inc | 177,784 | $2.80M | 0.00% | +9,576+5.7% | Added |
| Hotchkis & Wiley Capital Management LLC | 152,208 | $2.40M | 0.01% | +54,260+55.4% | Added |
| Two Sigma Advisers, LP | 140,687 | $2.21M | 0.01% | +80,500+133.7% | Added |
| River Oaks Capital LLC | 135,700 | $2.14M | 3.26% | +28,100+26.1% | Added |
| Two Sigma Investments, LP | 133,017 | $2.09M | 0.01% | +82,285+162.2% | Added |
| Arrowstreet Capital, Limited Partnership | 130,032 | $2.05M | 0.00% | +109,229+525.1% | Added |
| Bank of New York Mellon Corp | 117,941 | $1.86M | 0.00% | +602+0.5% | Added |
| Charles Schwab Investment Management Inc | 111,774 | $1.76M | 0.00% | −609−0.5% | Reduced |
| Goldman Sachs Group Inc | 103,729 | $1.63M | 0.00% | +22,433+27.6% | Added |
| Bank of Montreal | 94,436 | $1.58M | 0.00% | +94,436 | New |
| JPMorgan Chase & Co | 96,115 | $1.51M | 0.00% | −4,207−4.2% | Reduced |
| Bridgeway Capital Management, LLC | 95,475 | $1.50M | 0.04% | −1,850−1.9% | Reduced |
| Gator Capital Management, LLC | 87,043 | $1.37M | 0.96% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 72,843 | $1.15M | 0.00% | +10,610+17.0% | Added |
| Federated Hermes, Inc. | 70,182 | $1.10M | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 59,408 | $935.1K | 0.00% | −5,514−8.5% | Reduced |
| Martingale Asset Management L P | 56,494 | $889.2K | 0.02% | +15,948+39.3% | Added |
| Jacobs Levy Equity Management, Inc | 51,422 | $809.4K | 0.00% | +4,764+10.2% | Added |
| Trexquant Investment LP | 48,528 | $763.8K | 0.02% | +20,808+75.1% | Added |
| Empowered Funds, LLC | 45,475 | $715.8K | 0.03% | +45,475 | New |
| EA Series Trust | 45,475 | $715.8K | 0.03% | +45,475 | New |
| Bank of America Corp | 45,255 | $712.3K | 0.00% | +5,592+14.1% | Added |
| Citadel Advisors LLC | 44,707 | $703.7K | 0.00% | +2,774+6.6% | Added |
| Victory Capital Management Inc | 43,012 | $677.0K | 0.00% | −3,313−7.2% | Reduced |
| Cutler Capital Management, LLC | 43,000 | $676.8K | 0.32% | +3,000+7.5% | Added |
| Nuveen Asset Management, LLC | 40,901 | $643.8K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 40,720 | $640.0K | 0.01% | +40,720 | New |
| Argent Trust Co | 36,079 | $567.9K | 0.03% | +2,011+5.9% | Added |
| Quadrature Capital Ltd | 36,067 | $567.7K | 0.01% | +18,495+105.3% | Added |
| Barclays PLC | 35,242 | $554.7K | 0.00% | −3,622−9.3% | Reduced |
| D. E. Shaw & Co., Inc. | 34,391 | $541.3K | 0.00% | +34,391 | New |
| STRS Ohio | 33,400 | $525.0K | 0.00% | +7,800+30.5% | Added |
| FMR LLC | 29,787 | $468.8K | 0.00% | −712,716−96.0% | Reduced |
| Squarepoint Ops LLC | 29,635 | $466.5K | 0.00% | +29,635 | New |
| Globeflex Capital L P | 29,429 | $463.2K | 0.05% | −1,917−6.1% | Reduced |
| Bailard, Inc. | 29,400 | $462.8K | 0.02% | +3,100+11.8% | Added |
| Ameriprise Financial Inc | 27,927 | $440.0K | 0.00% | −51,347−64.8% | Reduced |
| Man Group plc | 27,842 | $438.2K | 0.00% | – | – |
| Rhumbline Advisers | 25,405 | $399.9K | 0.00% | −12,316−32.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 23,347 | $367.5K | 0.00% | +23,347 | New |
| Gsa Capital Partners LLP | 22,737 | $358.0K | 0.04% | +6,511+40.1% | Added |
| Invesco Ltd. | 21,308 | $335.4K | 0.00% | −155−0.7% | Reduced |
| Franklin Resources Inc | 18,000 | $283.3K | 0.00% | +7,093+65.0% | Added |
| Campbell & CO Investment Adviser LLC | 17,635 | $277.6K | 0.05% | +17,635 | New |
| Cubist Systematic Strategies, LLC | 16,509 | $259.9K | 0.00% | +16,509 | New |
| Russell Investments Group, Ltd. | 15,623 | $245.9K | 0.00% | +15,492+11,826.0% | Added |
| Engineers Gate Manager LP | 15,091 | $237.5K | 0.01% | +4,488+42.3% | Added |
| Courier Capital LLC | 14,974 | $235.7K | 0.02% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 13,230 | $208.2K | 0.00% | +13,230 | New |
| BNP Paribas Arbitrage, SA | 12,045 | $189.6K | 0.00% | −434−3.5% | Reduced |
| Cobblestone Capital Advisors LLC | 12,000 | $188.9K | 0.01% | +12,000 | New |
| HSBC Holdings PLC | 11,178 | $179.3K | 0.00% | +11,178 | New |
| Deutsche Bank AG | 11,087 | $174.5K | 0.00% | +1,687+17.9% | Added |
| Creative Planning | 10,958 | $172.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 10,201 | $160.6K | 0.01% | +9,410+1,189.6% | Added |
| Royal Bank of Canada | 9,584 | $151.0K | 0.00% | +740+8.4% | Added |
| EMC Capital Management | 5,544 | $150.0K | 0.31% | −1,028−15.6% | Reduced |
| Nisa Investment Advisors, LLC | 8,770 | $138.0K | 0.00% | +5,817+197.0% | Added |
| UBS Group AG | 8,637 | $135.9K | 0.00% | +2,947+51.8% | Added |
| Public Employees Retirement System of Ohio | 8,585 | $135.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 7,636 | $120.2K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 7,309 | $115.0K | 0.00% | +18+0.2% | Added |
| Wells Fargo & Company | 6,588 | $103.7K | 0.00% | +2,683+68.7% | Added |
| California State Teachers Retirement System | 4,851 | $76.4K | 0.00% | −765−13.6% | Reduced |
| Simplex Trading, LLC | 4,837 | $76.0K | 0.00% | +4,837 | New |
| Advisor Group Holdings, Inc. | 4,748 | $74.8K | 0.00% | +1,919+67.8% | Added |
| Citigroup Inc | 4,558 | $71.7K | 0.00% | +4,536+20,618.2% | Added |
| Point72 Middle East FZE | 3,306 | $52.0K | 0.00% | +3,306 | New |
| Aquatic Capital Management LLC | 2,500 | $39.0K | 0.00% | +700+38.9% | Added |
| Allspring Global Investments Holdings, LLC | 2,186 | $34.4K | 0.00% | −5,033−69.7% | Reduced |
| Amalgamated Bank | 1,513 | $24.0K | 0.00% | −70−4.4% | Reduced |
| Legal & General Group Plc | 1,478 | $23.3K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,360 | $21.4K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,173 | $18.5K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,020 | $16.0K | 0.00% | −74−6.8% | Reduced |
| Metropolitan Life Insurance Co | 716 | $11.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 404 | $6.36K | 0.00% | +404 | New |
| The PNC Financial Services Group, Inc. | 223 | $3.51K | 0.00% | −60−21.2% | Reduced |
| Allworth Financial LP | 210 | $3.31K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 140 | $2.00K | 0.00% | −114−44.9% | Reduced |
| Geneos Wealth Management Inc. | 95 | $1.50K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 91 | $1.00K | 0.00% | −110−54.7% | Reduced |
| FNY Investment Advisers, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 39 | $1.00K | 0.00% | +31+387.5% | Added |