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 |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 7 | $0 | 0.00% | +7 | New |
| Comerica Bank | 315 | $1 | 0.00% | +315 | New |
| First Horizon Advisors, Inc. | 56 | $881 | 0.00% | +56 | New |
| 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 |
| Geneos Wealth Management Inc. | 95 | $1.50K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 140 | $2.00K | 0.00% | −114−44.9% | Reduced |
| Allworth Financial LP | 210 | $3.31K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 223 | $3.51K | 0.00% | −60−21.2% | Reduced |
| EverSource Wealth Advisors, LLC | 404 | $6.36K | 0.00% | +404 | New |
| Metropolitan Life Insurance Co | 716 | $11.3K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,020 | $16.0K | 0.00% | −74−6.8% | Reduced |
| US Bancorp | 1,173 | $18.5K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,360 | $21.4K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,478 | $23.3K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,513 | $24.0K | 0.00% | −70−4.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,186 | $34.4K | 0.00% | −5,033−69.7% | Reduced |
| Aquatic Capital Management LLC | 2,500 | $39.0K | 0.00% | +700+38.9% | Added |
| Point72 Middle East FZE | 3,306 | $52.0K | 0.00% | +3,306 | New |
| Citigroup Inc | 4,558 | $71.7K | 0.00% | +4,536+20,618.2% | Added |
| Advisor Group Holdings, Inc. | 4,748 | $74.8K | 0.00% | +1,919+67.8% | Added |
| Simplex Trading, LLC | 4,837 | $76.0K | 0.00% | +4,837 | New |
| California State Teachers Retirement System | 4,851 | $76.4K | 0.00% | −765−13.6% | Reduced |
| Wells Fargo & Company | 6,588 | $103.7K | 0.00% | +2,683+68.7% | Added |
| American International Group, Inc. | 7,309 | $115.0K | 0.00% | +18+0.2% | Added |
| MetLife Investment Management | 7,636 | $120.2K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 8,585 | $135.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 8,637 | $135.9K | 0.00% | +2,947+51.8% | Added |
| Nisa Investment Advisors, LLC | 8,770 | $138.0K | 0.00% | +5,817+197.0% | Added |
| EMC Capital Management | 5,544 | $150.0K | 0.31% | −1,028−15.6% | Reduced |
| Royal Bank of Canada | 9,584 | $151.0K | 0.00% | +740+8.4% | Added |
| Tower Research Capital LLC (TRC) | 10,201 | $160.6K | 0.01% | +9,410+1,189.6% | Added |
| Creative Planning | 10,958 | $172.5K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 11,087 | $174.5K | 0.00% | +1,687+17.9% | Added |
| HSBC Holdings PLC | 11,178 | $179.3K | 0.00% | +11,178 | New |
| Cobblestone Capital Advisors LLC | 12,000 | $188.9K | 0.01% | +12,000 | New |
| BNP Paribas Arbitrage, SA | 12,045 | $189.6K | 0.00% | −434−3.5% | Reduced |
| Alliancebernstein L.P. | 13,230 | $208.2K | 0.00% | +13,230 | New |
| Courier Capital LLC | 14,974 | $235.7K | 0.02% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 15,091 | $237.5K | 0.01% | +4,488+42.3% | Added |
| Russell Investments Group, Ltd. | 15,623 | $245.9K | 0.00% | +15,492+11,826.0% | Added |
| Cubist Systematic Strategies, LLC | 16,509 | $259.9K | 0.00% | +16,509 | New |
| Campbell & CO Investment Adviser LLC | 17,635 | $277.6K | 0.05% | +17,635 | New |
| Franklin Resources Inc | 18,000 | $283.3K | 0.00% | +7,093+65.0% | Added |
| Invesco Ltd. | 21,308 | $335.4K | 0.00% | −155−0.7% | Reduced |
| Gsa Capital Partners LLP | 22,737 | $358.0K | 0.04% | +6,511+40.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 23,347 | $367.5K | 0.00% | +23,347 | New |
| Rhumbline Advisers | 25,405 | $399.9K | 0.00% | −12,316−32.7% | Reduced |
| Man Group plc | 27,842 | $438.2K | 0.00% | – | – |
| Ameriprise Financial Inc | 27,927 | $440.0K | 0.00% | −51,347−64.8% | Reduced |
| Bailard, Inc. | 29,400 | $462.8K | 0.02% | +3,100+11.8% | Added |
| Globeflex Capital L P | 29,429 | $463.2K | 0.05% | −1,917−6.1% | Reduced |
| Squarepoint Ops LLC | 29,635 | $466.5K | 0.00% | +29,635 | New |
| FMR LLC | 29,787 | $468.8K | 0.00% | −712,716−96.0% | Reduced |
| STRS Ohio | 33,400 | $525.0K | 0.00% | +7,800+30.5% | Added |
| D. E. Shaw & Co., Inc. | 34,391 | $541.3K | 0.00% | +34,391 | New |
| Barclays PLC | 35,242 | $554.7K | 0.00% | −3,622−9.3% | Reduced |
| Quadrature Capital Ltd | 36,067 | $567.7K | 0.01% | +18,495+105.3% | Added |
| Argent Trust Co | 36,079 | $567.9K | 0.03% | +2,011+5.9% | Added |
| HRT Financial LP | 40,720 | $640.0K | 0.01% | +40,720 | New |
| Nuveen Asset Management, LLC | 40,901 | $643.8K | 0.00% | 00.0% | Unchanged |
| Cutler Capital Management, LLC | 43,000 | $676.8K | 0.32% | +3,000+7.5% | Added |
| Victory Capital Management Inc | 43,012 | $677.0K | 0.00% | −3,313−7.2% | Reduced |
| Citadel Advisors LLC | 44,707 | $703.7K | 0.00% | +2,774+6.6% | Added |
| Bank of America Corp | 45,255 | $712.3K | 0.00% | +5,592+14.1% | 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 |
| Trexquant Investment LP | 48,528 | $763.8K | 0.02% | +20,808+75.1% | Added |
| Jacobs Levy Equity Management, Inc | 51,422 | $809.4K | 0.00% | +4,764+10.2% | Added |
| Martingale Asset Management L P | 56,494 | $889.2K | 0.02% | +15,948+39.3% | Added |
| New York State Common Retirement Fund | 59,408 | $935.1K | 0.00% | −5,514−8.5% | Reduced |
| Federated Hermes, Inc. | 70,182 | $1.10M | 0.00% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 72,843 | $1.15M | 0.00% | +10,610+17.0% | Added |
| Gator Capital Management, LLC | 87,043 | $1.37M | 0.96% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 95,475 | $1.50M | 0.04% | −1,850−1.9% | Reduced |
| JPMorgan Chase & Co | 96,115 | $1.51M | 0.00% | −4,207−4.2% | Reduced |
| Bank of Montreal | 94,436 | $1.58M | 0.00% | +94,436 | New |
| Goldman Sachs Group Inc | 103,729 | $1.63M | 0.00% | +22,433+27.6% | Added |
| Charles Schwab Investment Management Inc | 111,774 | $1.76M | 0.00% | −609−0.5% | Reduced |
| Bank of New York Mellon Corp | 117,941 | $1.86M | 0.00% | +602+0.5% | Added |
| Arrowstreet Capital, Limited Partnership | 130,032 | $2.05M | 0.00% | +109,229+525.1% | Added |
| Two Sigma Investments, LP | 133,017 | $2.09M | 0.01% | +82,285+162.2% | Added |
| River Oaks Capital LLC | 135,700 | $2.14M | 3.26% | +28,100+26.1% | Added |
| Two Sigma Advisers, LP | 140,687 | $2.21M | 0.01% | +80,500+133.7% | Added |
| Hotchkis & Wiley Capital Management LLC | 152,208 | $2.40M | 0.01% | +54,260+55.4% | Added |
| American Century Companies Inc | 177,784 | $2.80M | 0.00% | +9,576+5.7% | Added |
| PL Capital Advisors, LLC | 203,800 | $3.21M | 1.28% | −25,000−10.9% | Reduced |
| Northern Trust Corp | 207,471 | $3.27M | 0.00% | +3,193+1.6% | Added |
| Millennium Management LLC | 231,522 | $3.64M | 0.00% | +157,724+213.7% | Added |
| Prudential Financial Inc | 233,248 | $3.67M | 0.01% | +41,000+21.3% | Added |
| Acadian Asset Management LLC | 233,718 | $3.68M | 0.02% | 00.0% | Unchanged |
| State Street Corp | 274,117 | $4.41M | 0.00% | −183,302−40.1% | Reduced |
| Geode Capital Management, LLC | 298,601 | $4.70M | 0.00% | +6,872+2.4% | Added |
| Morgan Stanley | 305,211 | $4.80M | 0.00% | +64,995+27.1% | Added |
| Canandaigua National Bank & Trust Co | 323,389 | $5.09M | 0.82% | −6,834−2.1% | Reduced |
| Renaissance Technologies LLC | 334,400 | $5.26M | 0.01% | +63,400+23.4% | Added |
| LSV Asset Management | 366,457 | $5.77M | 0.01% | −1,800−0.5% | Reduced |
| Ategra Capital Management, LLC | 434,706 | $6.84M | 3.72% | +56,862+15.0% | Added |
| Commonwealth Equity Services, LLC | 571,751 | $9.00M | 0.02% | +461+0.1% | Added |