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, Q4 2023
Institutional positions in Financial Institutions Inc as of Dec 31, 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
- 101
- −4 vs. Q3 2023
- Shares held
- 9.85M
- +34.6K (+0.4%) vs. Q3 2023
- Total value
- $209.9M
- +$44.1M (+26.6%) vs. Q3 2023
- New holders
- 7
- 40 more added
- Sold out
- 11
- 34 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Financial Institutions Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,379,376 | $29.4M | 0.00% | +14,845+1.1% | Added |
| Dimensional Fund Advisors LP | 1,027,186 | $21.9M | 0.01% | −17,562−1.7% | Reduced |
| Vanguard Group Inc | 768,466 | $16.4M | 0.00% | +14,263+1.9% | Added |
| Commonwealth Equity Services, LLC | 573,332 | $12.2M | 0.02% | +786+0.1% | Added |
| Ategra Capital Management, LLC | 541,033 | $11.5M | 5.15% | +87,685+19.3% | Added |
| Renaissance Technologies LLC | 353,400 | $7.53M | 0.01% | −500−0.1% | Reduced |
| LSV Asset Management | 344,957 | $7.35M | 0.02% | −19,200−5.3% | Reduced |
| Geode Capital Management, LLC | 325,359 | $6.93M | 0.00% | +12,505+4.0% | Added |
| Canandaigua National Bank & Trust Co | 307,577 | $6.55M | 1.01% | −12,993−4.1% | Reduced |
| State Street Corp | 277,086 | $5.98M | 0.00% | +3,866+1.4% | Added |
| Acadian Asset Management LLC | 233,718 | $4.98M | 0.02% | 00.0% | Unchanged |
| Courier Capital LLC | 217,453 | $4.63M | 0.35% | +109,144+100.8% | Added |
| Prudential Financial Inc | 215,748 | $4.60M | 0.01% | −31,200−12.6% | Reduced |
| Northern Trust Corp | 214,819 | $4.58M | 0.00% | +13,349+6.6% | Added |
| American Century Companies Inc | 209,039 | $4.45M | 0.00% | +16,927+8.8% | Added |
| Morgan Stanley | 190,885 | $4.07M | 0.00% | +19,063+11.1% | Added |
| PL Capital Advisors, LLC | 188,800 | $4.02M | 1.39% | −15,000−7.4% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 161,208 | $3.43M | 0.01% | +1,600+1.0% | Added |
| Bank of New York Mellon Corp | 156,030 | $3.32M | 0.00% | +37,158+31.3% | Added |
| Arrowstreet Capital, Limited Partnership | 136,254 | $2.90M | 0.00% | −7,393−5.1% | Reduced |
| JPMorgan Chase & Co | 124,248 | $2.65M | 0.00% | +35,587+40.1% | Added |
| Charles Schwab Investment Management Inc | 119,602 | $2.55M | 0.00% | −1,778−1.5% | Reduced |
| Millennium Management LLC | 115,730 | $2.47M | 0.00% | −72,577−38.5% | Reduced |
| Gator Capital Management, LLC | 108,723 | $2.32M | 1.28% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 104,225 | $2.22M | 0.05% | +4,800+4.8% | Added |
| Goldman Sachs Group Inc | 102,990 | $2.19M | 0.00% | −3,679−3.4% | Reduced |
| Federated Hermes, Inc. | 69,125 | $1.47M | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 59,440 | $1.27M | 0.01% | +10,204+20.7% | Added |
| New York State Common Retirement Fund | 59,419 | $1.27M | 0.00% | +110.0% | Added |
| Martingale Asset Management L P | 58,632 | $1.25M | 0.03% | −3,400−5.5% | Reduced |
| Thrivent Financial for Lutherans | 56,567 | $1.21M | 0.00% | −7,770−12.1% | Reduced |
| Empowered Funds, LLC | 54,225 | $1.15M | 0.03% | +4,800+9.7% | Added |
| Jacobs Levy Equity Management, Inc | 53,897 | $1.15M | 0.01% | −282−0.5% | Reduced |
| Nuveen Asset Management, LLC | 52,712 | $1.12M | 0.00% | −12,424−19.1% | Reduced |
| Barclays PLC | 50,278 | $1.07M | 0.00% | +15,541+44.7% | Added |
| Two Sigma Investments, LP | 49,939 | $1.06M | 0.00% | −9,443−15.9% | Reduced |
| Cutler Capital Management, LLC | 45,646 | $972.3K | 0.40% | +46+0.1% | Added |
| Two Sigma Advisers, LP | 44,987 | $958.2K | 0.00% | −4,600−9.3% | Reduced |
| Bank of America Corp | 44,220 | $941.9K | 0.00% | −3,425−7.2% | Reduced |
| Ameriprise Financial Inc | 41,407 | $882.2K | 0.00% | +9,755+30.8% | Added |
| Victory Capital Management Inc | 31,500 | $671.0K | 0.00% | −13,300−29.7% | Reduced |
| Quadrature Capital Ltd | 31,260 | $666.2K | 0.01% | +8,206+35.6% | Added |
| Man Group plc | 29,769 | $634.1K | 0.00% | – | – |
| AQR Capital Management LLC | 29,316 | $624.4K | 0.00% | −21,726−42.6% | Reduced |
| Globeflex Capital L P | 28,817 | $613.8K | 0.06% | 00.0% | Unchanged |
| FMR LLC | 28,588 | $608.9K | 0.00% | −3,535−11.0% | Reduced |
| STRS Ohio | 27,400 | $583.0K | 0.00% | −3,900−12.5% | Reduced |
| Trexquant Investment LP | 27,139 | $578.1K | 0.01% | −8,103−23.0% | Reduced |
| Rhumbline Advisers | 25,154 | $535.8K | 0.00% | −240−0.9% | Reduced |
| Cornercap Investment Counsel Inc | 24,275 | $517.1K | 0.08% | +432+1.8% | Added |
| D. E. Shaw & Co., Inc. | 23,878 | $508.6K | 0.00% | −16,166−40.4% | Reduced |
| Invesco Ltd. | 23,011 | $490.1K | 0.00% | +1,559+7.3% | Added |
| Citadel Advisors LLC | 22,116 | $471.1K | 0.00% | +13,584+159.2% | Added |
| HRT Financial LP | 20,144 | $429.0K | 0.00% | +4,319+27.3% | Added |
| BNP Paribas Arbitrage, SA | 18,875 | $402.0K | 0.00% | +3,612+23.7% | Added |
| UBS Group AG | 17,199 | $366.3K | 0.00% | +4,384+34.2% | Added |
| State of Wisconsin Investment Board | 17,100 | $364.2K | 0.00% | +17,100 | New |
| Franklin Resources Inc | 16,138 | $343.7K | 0.00% | +53+0.3% | Added |
| Alliancebernstein L.P. | 13,390 | $285.2K | 0.00% | +730+5.8% | Added |
| Royal Bank of Canada | 12,430 | $264.0K | 0.00% | +1,881+17.8% | Added |
| Engineers Gate Manager LP | 12,336 | $262.8K | 0.01% | +266+2.2% | Added |
| Cobblestone Capital Advisors LLC | 12,000 | $255.6K | 0.02% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 11,229 | $239.2K | 0.00% | +504+4.7% | Added |
| Creative Planning | 11,216 | $238.9K | 0.00% | +262+2.4% | Added |
| Advisor Group Holdings, Inc. | 8,829 | $188.1K | 0.00% | +5,222+144.8% | Added |
| Public Employees Retirement System of Ohio | 8,585 | $182.9K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 8,299 | $177.0K | 0.00% | +1,817+28.0% | Added |
| Deutsche Bank AG | 8,267 | $176.1K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 8,069 | $171.9K | 0.00% | +5,198+181.1% | Added |
| MetLife Investment Management | 7,636 | $162.6K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 7,548 | $160.8K | 0.00% | −30−0.4% | Reduced |
| EMC Capital Management | 6,572 | $140.0K | 0.09% | 00.0% | Unchanged |
| Wells Fargo & Company | 5,483 | $116.8K | 0.00% | +926+20.3% | Added |
| Qube Research & Technologies Ltd | 4,597 | $97.9K | 0.00% | −1,775−27.9% | Reduced |
| AJOVista, LLC | 3,107 | $66.2K | 0.08% | +3,107 | New |
| California State Teachers Retirement System | 2,500 | $53.3K | 0.00% | −851−25.4% | Reduced |
| Maltese Capital Management LLC | 2,500 | $53.3K | 0.01% | +2,500 | New |
| Citigroup Inc | 2,436 | $51.9K | 0.00% | +2,290+1,568.5% | Added |
| CWM, LLC | 1,566 | $33.0K | 0.00% | +1,032+193.3% | Added |
| Tower Research Capital LLC (TRC) | 1,535 | $32.7K | 0.00% | −7,451−82.9% | Reduced |
| Amalgamated Bank | 1,352 | $29.0K | 0.00% | −161−10.6% | Reduced |
| Ameritas Investment Partners, Inc. | 1,360 | $29.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,237 | $26.3K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,173 | $25.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,072 | $22.8K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 960 | $20.4K | 0.00% | −16,500−94.5% | Reduced |
| Nisa Investment Advisors, LLC | 960 | $20.4K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 933 | $20.0K | 0.00% | −80−7.9% | Reduced |
| Aquatic Capital Management LLC | 800 | $17.0K | 0.00% | +400+100.0% | Added |
| EverSource Wealth Advisors, LLC | 505 | $10.8K | 0.00% | −33−6.1% | Reduced |
| The PNC Financial Services Group, Inc. | 305 | $6.50K | 0.00% | −968−76.0% | Reduced |
| WealthCollab, LLC | 263 | $5.60K | 0.00% | +263 | New |
| Allworth Financial LP | 210 | $4.47K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 95 | $2.02K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 110 | $2.00K | 0.00% | −27−19.7% | Reduced |
| FNY Investment Advisers, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 87 | $1.82K | 0.00% | +87 | New |
| First Horizon Advisors, Inc. | 56 | $1.19K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 15 | $320 | 0.00% | +15 | New |