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 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 752,579 | $11.8M | 0.00% | −4,109−0.5% | Reduced |
| Dimensional Fund Advisors LP | 1,120,544 | $17.6M | 0.01% | −101,825−8.3% | Reduced |
| BlackRock Inc. | 1,377,860 | $21.7M | 0.00% | +21,138+1.6% | Added |
| BHZ Capital Management, LP | 0 | $0 | 0.00% | −146,590−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −84,357−100.0% | Sold out |
| Community Capital Management, Inc. | 0 | $0 | 0.00% | −64,523−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −28,358−100.0% | Sold out |
| Sonen Capital LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −19,634−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −13,679−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −12,856−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −12,193−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −12,124−100.0% | Sold out |
| Seizert Capital Partners, LLC | 0 | $0 | 0.00% | −10,183−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −5,758−100.0% | Sold out |
| Tompkins Financial Corp | 0 | $0 | 0.00% | −5,085−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −650−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −637−100.0% | Sold out |
| Fuller & Thaler Asset Management, Inc. | 0 | $0 | 0.00% | −618−100.0% | Sold out |
| Gladius Capital Management LP | 0 | $0 | 0.00% | −322−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −242−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |