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 |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 7 | $118 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 56 | $942 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 95 | $1.60K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 137 | $2.00K | 0.00% | −3−2.1% | Reduced |
| Citigroup Inc | 146 | $2.46K | 0.00% | −4,412−96.8% | Reduced |
| Comerica Bank | 187 | $3.15K | 0.00% | −128−40.6% | Reduced |
| Allworth Financial LP | 210 | $3.54K | 0.00% | 00.0% | Unchanged |
| Gladius Capital Management LP | 246 | $4.14K | 0.00% | +246 | New |
| Aquatic Capital Management LLC | 400 | $7.00K | 0.00% | −2,100−84.0% | Reduced |
| CWM, LLC | 534 | $9.00K | 0.00% | +443+486.8% | Added |
| EverSource Wealth Advisors, LLC | 538 | $9.05K | 0.00% | +134+33.2% | Added |
| Nisa Investment Advisors, LLC | 960 | $16.2K | 0.00% | −7,810−89.1% | Reduced |
| Great West Life Assurance Co | 1,013 | $17.0K | 0.00% | −7−0.7% | Reduced |
| Metropolitan Life Insurance Co | 1,072 | $18.0K | 0.00% | +356+49.7% | Added |
| US Bancorp | 1,173 | $19.7K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,237 | $20.8K | 0.00% | −241−16.3% | Reduced |
| The PNC Financial Services Group, Inc. | 1,273 | $21.4K | 0.00% | +1,050+470.9% | Added |
| Ameritas Investment Partners, Inc. | 1,360 | $22.9K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,513 | $25.0K | 0.00% | 00.0% | Unchanged |
| Point72 Middle East FZE | 1,634 | $27.5K | 0.00% | −1,672−50.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,871 | $48.3K | 0.00% | +685+31.3% | Added |
| California State Teachers Retirement System | 3,351 | $56.4K | 0.00% | −1,500−30.9% | Reduced |
| Advisor Group Holdings, Inc. | 3,607 | $60.7K | 0.00% | −1,141−24.0% | Reduced |
| Wells Fargo & Company | 4,557 | $76.7K | 0.00% | −2,031−30.8% | Reduced |
| Qube Research & Technologies Ltd | 6,372 | $107.2K | 0.00% | +6,372 | New |
| SG Americas Securities, LLC | 6,482 | $109.0K | 0.00% | +6,482 | New |
| EMC Capital Management | 6,572 | $111.0K | 0.08% | +1,028+18.5% | Added |
| American International Group, Inc. | 7,578 | $127.5K | 0.00% | +269+3.7% | Added |
| MetLife Investment Management | 7,636 | $128.5K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 8,267 | $139.1K | 0.00% | −2,820−25.4% | Reduced |
| Citadel Advisors LLC | 8,532 | $143.6K | 0.00% | −36,175−80.9% | Reduced |
| Public Employees Retirement System of Ohio | 8,585 | $144.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 8,986 | $151.2K | 0.00% | −1,215−11.9% | Reduced |
| Royal Bank of Canada | 10,549 | $178.0K | 0.00% | +965+10.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 10,725 | $180.5K | 0.00% | +10,725 | New |
| Creative Planning | 10,954 | $184.4K | 0.00% | −40.0% | Reduced |
| HSBC Holdings PLC | 11,198 | $187.6K | 0.00% | +20+0.2% | Added |
| Cobblestone Capital Advisors LLC | 12,000 | $202.0K | 0.01% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 12,070 | $203.1K | 0.01% | −3,021−20.0% | Reduced |
| Alliancebernstein L.P. | 12,660 | $213.1K | 0.00% | −570−4.3% | Reduced |
| UBS Group AG | 12,815 | $215.7K | 0.00% | +4,178+48.4% | Added |
| Cubist Systematic Strategies, LLC | 12,867 | $216.6K | 0.00% | −3,642−22.1% | Reduced |
| Squarepoint Ops LLC | 13,001 | $218.8K | 0.00% | −16,634−56.1% | Reduced |
| Great Lakes Advisors, LLC | 13,957 | $234.9K | 0.00% | +13,957 | New |
| BNP Paribas Arbitrage, SA | 15,263 | $256.9K | 0.00% | +3,218+26.7% | Added |
| HRT Financial LP | 15,825 | $266.0K | 0.00% | −24,895−61.1% | Reduced |
| Community Capital Management, Inc. | 16,000 | $269.3K | 0.43% | +16,000 | New |
| Franklin Resources Inc | 16,085 | $270.7K | 0.00% | −1,915−10.6% | Reduced |
| Bailard, Inc. | 17,100 | $287.8K | 0.01% | −12,300−41.8% | Reduced |
| Russell Investments Group, Ltd. | 17,460 | $293.9K | 0.00% | +1,837+11.8% | Added |
| Invesco Ltd. | 21,452 | $361.0K | 0.00% | +144+0.7% | Added |
| Quadrature Capital Ltd | 23,054 | $387.3K | 0.01% | −13,013−36.1% | Reduced |
| Cornercap Investment Counsel Inc | 23,843 | $401.3K | 0.07% | +23,843 | New |
| Rhumbline Advisers | 25,394 | $427.4K | 0.00% | −110.0% | Reduced |
| Globeflex Capital L P | 28,817 | $485.0K | 0.06% | −612−2.1% | Reduced |
| Man Group plc | – | $493.0K | 0.00% | – | – |
| STRS Ohio | 31,300 | $526.0K | 0.00% | −2,100−6.3% | Reduced |
| Ameriprise Financial Inc | 31,652 | $532.9K | 0.00% | +3,725+13.3% | Added |
| FMR LLC | 32,123 | $540.6K | 0.00% | +2,336+7.8% | Added |
| Barclays PLC | 34,737 | $584.6K | 0.00% | −505−1.4% | Reduced |
| Trexquant Investment LP | 35,242 | $593.1K | 0.01% | −13,286−27.4% | Reduced |
| D. E. Shaw & Co., Inc. | 40,044 | $673.9K | 0.00% | +5,653+16.4% | Added |
| Victory Capital Management Inc | 44,800 | $754.0K | 0.00% | +1,788+4.2% | Added |
| Cutler Capital Management, LLC | 45,600 | $767.4K | 0.35% | +2,600+6.0% | Added |
| Argent Trust Co | 46,695 | $785.9K | 0.04% | +10,616+29.4% | Added |
| Bank of America Corp | 47,645 | $801.9K | 0.00% | +2,390+5.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 49,236 | $828.6K | 0.00% | +25,889+110.9% | Added |
| Empowered Funds, LLC | 49,425 | $831.8K | 0.02% | +3,950+8.7% | Added |
| Two Sigma Advisers, LP | 49,587 | $834.5K | 0.00% | −91,100−64.8% | Reduced |
| AQR Capital Management LLC | 51,042 | $859.0K | 0.00% | +51,042 | New |
| Gsa Capital Partners LLP | 51,877 | $873.0K | 0.07% | +29,140+128.2% | Added |
| Jacobs Levy Equity Management, Inc | 54,179 | $911.8K | 0.01% | +2,757+5.4% | Added |
| Two Sigma Investments, LP | 59,382 | $999.4K | 0.00% | −73,635−55.4% | Reduced |
| New York State Common Retirement Fund | 59,408 | $999.8K | 0.00% | 00.0% | Unchanged |
| Martingale Asset Management L P | 62,032 | $1.04M | 0.02% | +5,538+9.8% | Added |
| Thrivent Financial for Lutherans | 64,337 | $1.08M | 0.00% | −8,506−11.7% | Reduced |
| Nuveen Asset Management, LLC | 65,136 | $1.10M | 0.00% | +24,235+59.3% | Added |
| Federated Hermes, Inc. | 69,125 | $1.16M | 0.00% | −1,057−1.5% | Reduced |
| JPMorgan Chase & Co | 88,661 | $1.49M | 0.00% | −7,454−7.8% | Reduced |
| Bridgeway Capital Management, LLC | 99,425 | $1.67M | 0.04% | +3,950+4.1% | Added |
| Goldman Sachs Group Inc | 106,669 | $1.80M | 0.00% | +2,940+2.8% | Added |
| Courier Capital LLC | 108,309 | $1.82M | 0.15% | +93,335+623.3% | Added |
| Gator Capital Management, LLC | 108,723 | $1.83M | 1.30% | +21,680+24.9% | Added |
| Bank of New York Mellon Corp | 118,872 | $2.00M | 0.00% | +931+0.8% | Added |
| Charles Schwab Investment Management Inc | 121,380 | $2.04M | 0.00% | +9,606+8.6% | Added |
| River Oaks Capital LLC | 139,000 | $2.34M | 3.44% | +3,300+2.4% | Added |
| Arrowstreet Capital, Limited Partnership | 143,647 | $2.42M | 0.00% | +13,615+10.5% | Added |
| Hotchkis & Wiley Capital Management LLC | 159,608 | $2.69M | 0.01% | +7,400+4.9% | Added |
| Morgan Stanley | 171,822 | $2.89M | 0.00% | −133,389−43.7% | Reduced |
| Millennium Management LLC | 188,307 | $3.17M | 0.00% | −43,215−18.7% | Reduced |
| American Century Companies Inc | 192,112 | $3.23M | 0.00% | +14,328+8.1% | Added |
| Northern Trust Corp | 201,470 | $3.39M | 0.00% | −6,001−2.9% | Reduced |
| PL Capital Advisors, LLC | 203,800 | $3.43M | 1.37% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 233,718 | $3.93M | 0.02% | 00.0% | Unchanged |
| Prudential Financial Inc | 246,948 | $4.16M | 0.01% | +13,700+5.9% | Added |
| State Street Corp | 273,220 | $4.68M | 0.00% | −897−0.3% | Reduced |
| Geode Capital Management, LLC | 312,854 | $5.27M | 0.00% | +14,253+4.8% | Added |
| Canandaigua National Bank & Trust Co | 320,570 | $5.40M | 0.87% | −2,819−0.9% | Reduced |