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 |
|---|---|---|---|---|---|
| Renaissance Technologies LLC | 353,900 | $5.96M | 0.01% | +19,500+5.8% | Added |
| LSV Asset Management | 364,157 | $6.13M | 0.01% | −2,300−0.6% | Reduced |
| Ategra Capital Management, LLC | 453,348 | $7.63M | 4.17% | +18,642+4.3% | Added |
| Commonwealth Equity Services, LLC | 572,546 | $9.64M | 0.02% | +795+0.1% | Added |
| Vanguard Group Inc | 754,203 | $12.7M | 0.00% | +1,624+0.2% | Added |
| Dimensional Fund Advisors LP | 1,044,748 | $17.6M | 0.01% | −75,796−6.8% | Reduced |
| BlackRock Inc. | 1,364,531 | $23.0M | 0.00% | −13,329−1.0% | Reduced |
| Bank of Montreal | 0 | $0 | 0.00% | −94,436−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −17,635−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −4,837−100.0% | Sold out |
| EA Series Trust | – | – | – | – | Not filed |