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, Q3 2023
Institutional positions in Financial Institutions Inc as of Sep 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
- 107
- +5 vs. Q2 2023
- Shares held
- 9.97M
- −254.8K (−2.5%) vs. Q2 2023
- Total value
- $168.4M
- +$7.19M (+4.5%) vs. Q2 2023
- New holders
- 8
- 42 more added
- Sold out
- 3
- 41 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Financial Institutions Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,364,531 | $23.0M | 0.00% | −13,329−1.0% | Reduced |
| Dimensional Fund Advisors LP | 1,044,748 | $17.6M | 0.01% | −75,796−6.8% | Reduced |
| Vanguard Group Inc | 754,203 | $12.7M | 0.00% | +1,624+0.2% | Added |
| Commonwealth Equity Services, LLC | 572,546 | $9.64M | 0.02% | +795+0.1% | Added |
| Ategra Capital Management, LLC | 453,348 | $7.63M | 4.17% | +18,642+4.3% | Added |
| LSV Asset Management | 364,157 | $6.13M | 0.01% | −2,300−0.6% | Reduced |
| Renaissance Technologies LLC | 353,900 | $5.96M | 0.01% | +19,500+5.8% | Added |
| Canandaigua National Bank & Trust Co | 320,570 | $5.40M | 0.87% | −2,819−0.9% | Reduced |
| Geode Capital Management, LLC | 312,854 | $5.27M | 0.00% | +14,253+4.8% | Added |
| State Street Corp | 273,220 | $4.68M | 0.00% | −897−0.3% | Reduced |
| Prudential Financial Inc | 246,948 | $4.16M | 0.01% | +13,700+5.9% | Added |
| Acadian Asset Management LLC | 233,718 | $3.93M | 0.02% | 00.0% | Unchanged |
| PL Capital Advisors, LLC | 203,800 | $3.43M | 1.37% | 00.0% | Unchanged |
| Northern Trust Corp | 201,470 | $3.39M | 0.00% | −6,001−2.9% | Reduced |
| American Century Companies Inc | 192,112 | $3.23M | 0.00% | +14,328+8.1% | Added |
| Millennium Management LLC | 188,307 | $3.17M | 0.00% | −43,215−18.7% | Reduced |
| Morgan Stanley | 171,822 | $2.89M | 0.00% | −133,389−43.7% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 159,608 | $2.69M | 0.01% | +7,400+4.9% | Added |
| Arrowstreet Capital, Limited Partnership | 143,647 | $2.42M | 0.00% | +13,615+10.5% | Added |
| River Oaks Capital LLC | 139,000 | $2.34M | 3.44% | +3,300+2.4% | Added |
| Charles Schwab Investment Management Inc | 121,380 | $2.04M | 0.00% | +9,606+8.6% | Added |
| Bank of New York Mellon Corp | 118,872 | $2.00M | 0.00% | +931+0.8% | Added |
| Gator Capital Management, LLC | 108,723 | $1.83M | 1.30% | +21,680+24.9% | Added |
| Courier Capital LLC | 108,309 | $1.82M | 0.15% | +93,335+623.3% | Added |
| Goldman Sachs Group Inc | 106,669 | $1.80M | 0.00% | +2,940+2.8% | Added |
| Bridgeway Capital Management, LLC | 99,425 | $1.67M | 0.04% | +3,950+4.1% | Added |
| JPMorgan Chase & Co | 88,661 | $1.49M | 0.00% | −7,454−7.8% | Reduced |
| Federated Hermes, Inc. | 69,125 | $1.16M | 0.00% | −1,057−1.5% | Reduced |
| Nuveen Asset Management, LLC | 65,136 | $1.10M | 0.00% | +24,235+59.3% | Added |
| Thrivent Financial for Lutherans | 64,337 | $1.08M | 0.00% | −8,506−11.7% | Reduced |
| Martingale Asset Management L P | 62,032 | $1.04M | 0.02% | +5,538+9.8% | Added |
| New York State Common Retirement Fund | 59,408 | $999.8K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 59,382 | $999.4K | 0.00% | −73,635−55.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 54,179 | $911.8K | 0.01% | +2,757+5.4% | Added |
| Gsa Capital Partners LLP | 51,877 | $873.0K | 0.07% | +29,140+128.2% | Added |
| AQR Capital Management LLC | 51,042 | $859.0K | 0.00% | +51,042 | New |
| Two Sigma Advisers, LP | 49,587 | $834.5K | 0.00% | −91,100−64.8% | Reduced |
| Empowered Funds, LLC | 49,425 | $831.8K | 0.02% | +3,950+8.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 49,236 | $828.6K | 0.00% | +25,889+110.9% | Added |
| Bank of America Corp | 47,645 | $801.9K | 0.00% | +2,390+5.3% | Added |
| Argent Trust Co | 46,695 | $785.9K | 0.04% | +10,616+29.4% | Added |
| Cutler Capital Management, LLC | 45,600 | $767.4K | 0.35% | +2,600+6.0% | Added |
| Victory Capital Management Inc | 44,800 | $754.0K | 0.00% | +1,788+4.2% | Added |
| D. E. Shaw & Co., Inc. | 40,044 | $673.9K | 0.00% | +5,653+16.4% | Added |
| Trexquant Investment LP | 35,242 | $593.1K | 0.01% | −13,286−27.4% | Reduced |
| Barclays PLC | 34,737 | $584.6K | 0.00% | −505−1.4% | Reduced |
| FMR LLC | 32,123 | $540.6K | 0.00% | +2,336+7.8% | Added |
| Ameriprise Financial Inc | 31,652 | $532.9K | 0.00% | +3,725+13.3% | Added |
| STRS Ohio | 31,300 | $526.0K | 0.00% | −2,100−6.3% | Reduced |
| Man Group plc | – | $493.0K | 0.00% | – | – |
| Globeflex Capital L P | 28,817 | $485.0K | 0.06% | −612−2.1% | Reduced |
| Rhumbline Advisers | 25,394 | $427.4K | 0.00% | −110.0% | Reduced |
| Cornercap Investment Counsel Inc | 23,843 | $401.3K | 0.07% | +23,843 | New |
| Quadrature Capital Ltd | 23,054 | $387.3K | 0.01% | −13,013−36.1% | Reduced |
| Invesco Ltd. | 21,452 | $361.0K | 0.00% | +144+0.7% | Added |
| Russell Investments Group, Ltd. | 17,460 | $293.9K | 0.00% | +1,837+11.8% | Added |
| Bailard, Inc. | 17,100 | $287.8K | 0.01% | −12,300−41.8% | Reduced |
| Franklin Resources Inc | 16,085 | $270.7K | 0.00% | −1,915−10.6% | Reduced |
| Community Capital Management, Inc. | 16,000 | $269.3K | 0.43% | +16,000 | New |
| HRT Financial LP | 15,825 | $266.0K | 0.00% | −24,895−61.1% | Reduced |
| BNP Paribas Arbitrage, SA | 15,263 | $256.9K | 0.00% | +3,218+26.7% | Added |
| Great Lakes Advisors, LLC | 13,957 | $234.9K | 0.00% | +13,957 | New |
| Squarepoint Ops LLC | 13,001 | $218.8K | 0.00% | −16,634−56.1% | Reduced |
| Cubist Systematic Strategies, LLC | 12,867 | $216.6K | 0.00% | −3,642−22.1% | Reduced |
| UBS Group AG | 12,815 | $215.7K | 0.00% | +4,178+48.4% | Added |
| Alliancebernstein L.P. | 12,660 | $213.1K | 0.00% | −570−4.3% | Reduced |
| Engineers Gate Manager LP | 12,070 | $203.1K | 0.01% | −3,021−20.0% | Reduced |
| Cobblestone Capital Advisors LLC | 12,000 | $202.0K | 0.01% | 00.0% | Unchanged |
| HSBC Holdings PLC | 11,198 | $187.6K | 0.00% | +20+0.2% | Added |
| Creative Planning | 10,954 | $184.4K | 0.00% | −40.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 10,725 | $180.5K | 0.00% | +10,725 | New |
| Royal Bank of Canada | 10,549 | $178.0K | 0.00% | +965+10.1% | Added |
| Tower Research Capital LLC (TRC) | 8,986 | $151.2K | 0.00% | −1,215−11.9% | Reduced |
| Public Employees Retirement System of Ohio | 8,585 | $144.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 8,532 | $143.6K | 0.00% | −36,175−80.9% | Reduced |
| Deutsche Bank AG | 8,267 | $139.1K | 0.00% | −2,820−25.4% | Reduced |
| MetLife Investment Management | 7,636 | $128.5K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 7,578 | $127.5K | 0.00% | +269+3.7% | Added |
| EMC Capital Management | 6,572 | $111.0K | 0.08% | +1,028+18.5% | Added |
| SG Americas Securities, LLC | 6,482 | $109.0K | 0.00% | +6,482 | New |
| Qube Research & Technologies Ltd | 6,372 | $107.2K | 0.00% | +6,372 | New |
| Wells Fargo & Company | 4,557 | $76.7K | 0.00% | −2,031−30.8% | Reduced |
| Advisor Group Holdings, Inc. | 3,607 | $60.7K | 0.00% | −1,141−24.0% | Reduced |
| California State Teachers Retirement System | 3,351 | $56.4K | 0.00% | −1,500−30.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,871 | $48.3K | 0.00% | +685+31.3% | Added |
| Point72 Middle East FZE | 1,634 | $27.5K | 0.00% | −1,672−50.6% | Reduced |
| Amalgamated Bank | 1,513 | $25.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,360 | $22.9K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,273 | $21.4K | 0.00% | +1,050+470.9% | Added |
| Legal & General Group Plc | 1,237 | $20.8K | 0.00% | −241−16.3% | Reduced |
| US Bancorp | 1,173 | $19.7K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,072 | $18.0K | 0.00% | +356+49.7% | Added |
| Great West Life Assurance Co | 1,013 | $17.0K | 0.00% | −7−0.7% | Reduced |
| Nisa Investment Advisors, LLC | 960 | $16.2K | 0.00% | −7,810−89.1% | Reduced |
| EverSource Wealth Advisors, LLC | 538 | $9.05K | 0.00% | +134+33.2% | Added |
| CWM, LLC | 534 | $9.00K | 0.00% | +443+486.8% | Added |
| Aquatic Capital Management LLC | 400 | $7.00K | 0.00% | −2,100−84.0% | Reduced |
| Gladius Capital Management LP | 246 | $4.14K | 0.00% | +246 | New |
| Allworth Financial LP | 210 | $3.54K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 187 | $3.15K | 0.00% | −128−40.6% | Reduced |