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 |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 15 | $0 | 0.00% | +15 | New |
| Farther Finance Advisors, LLC | 15 | $320 | 0.00% | +15 | New |
| Capital Advisors, Ltd. LLC | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 56 | $1.19K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 87 | $1.82K | 0.00% | +87 | New |
| Covestor Ltd | 110 | $2.00K | 0.00% | −27−19.7% | Reduced |
| FNY Investment Advisers, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 95 | $2.02K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 210 | $4.47K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 263 | $5.60K | 0.00% | +263 | New |
| The PNC Financial Services Group, Inc. | 305 | $6.50K | 0.00% | −968−76.0% | Reduced |
| EverSource Wealth Advisors, LLC | 505 | $10.8K | 0.00% | −33−6.1% | Reduced |
| Aquatic Capital Management LLC | 800 | $17.0K | 0.00% | +400+100.0% | Added |
| Great West Life Assurance Co | 933 | $20.0K | 0.00% | −80−7.9% | Reduced |
| 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 |
| Metropolitan Life Insurance Co | 1,072 | $22.8K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,173 | $25.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,237 | $26.3K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,360 | $29.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,352 | $29.0K | 0.00% | −161−10.6% | Reduced |
| Tower Research Capital LLC (TRC) | 1,535 | $32.7K | 0.00% | −7,451−82.9% | Reduced |
| CWM, LLC | 1,566 | $33.0K | 0.00% | +1,032+193.3% | Added |
| Citigroup Inc | 2,436 | $51.9K | 0.00% | +2,290+1,568.5% | Added |
| 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 |
| AJOVista, LLC | 3,107 | $66.2K | 0.08% | +3,107 | New |
| Qube Research & Technologies Ltd | 4,597 | $97.9K | 0.00% | −1,775−27.9% | Reduced |
| Wells Fargo & Company | 5,483 | $116.8K | 0.00% | +926+20.3% | Added |
| EMC Capital Management | 6,572 | $140.0K | 0.09% | 00.0% | Unchanged |
| American International Group, Inc. | 7,548 | $160.8K | 0.00% | −30−0.4% | Reduced |
| MetLife Investment Management | 7,636 | $162.6K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 8,069 | $171.9K | 0.00% | +5,198+181.1% | Added |
| Deutsche Bank AG | 8,267 | $176.1K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 8,299 | $177.0K | 0.00% | +1,817+28.0% | Added |
| Public Employees Retirement System of Ohio | 8,585 | $182.9K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 8,829 | $188.1K | 0.00% | +5,222+144.8% | Added |
| Creative Planning | 11,216 | $238.9K | 0.00% | +262+2.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 11,229 | $239.2K | 0.00% | +504+4.7% | Added |
| Cobblestone Capital Advisors LLC | 12,000 | $255.6K | 0.02% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 12,336 | $262.8K | 0.01% | +266+2.2% | Added |
| Royal Bank of Canada | 12,430 | $264.0K | 0.00% | +1,881+17.8% | Added |
| Alliancebernstein L.P. | 13,390 | $285.2K | 0.00% | +730+5.8% | Added |
| Franklin Resources Inc | 16,138 | $343.7K | 0.00% | +53+0.3% | Added |
| State of Wisconsin Investment Board | 17,100 | $364.2K | 0.00% | +17,100 | New |
| UBS Group AG | 17,199 | $366.3K | 0.00% | +4,384+34.2% | Added |
| BNP Paribas Arbitrage, SA | 18,875 | $402.0K | 0.00% | +3,612+23.7% | Added |
| HRT Financial LP | 20,144 | $429.0K | 0.00% | +4,319+27.3% | Added |
| Citadel Advisors LLC | 22,116 | $471.1K | 0.00% | +13,584+159.2% | Added |
| Invesco Ltd. | 23,011 | $490.1K | 0.00% | +1,559+7.3% | Added |
| D. E. Shaw & Co., Inc. | 23,878 | $508.6K | 0.00% | −16,166−40.4% | Reduced |
| Cornercap Investment Counsel Inc | 24,275 | $517.1K | 0.08% | +432+1.8% | Added |
| Rhumbline Advisers | 25,154 | $535.8K | 0.00% | −240−0.9% | Reduced |
| Trexquant Investment LP | 27,139 | $578.1K | 0.01% | −8,103−23.0% | Reduced |
| STRS Ohio | 27,400 | $583.0K | 0.00% | −3,900−12.5% | Reduced |
| FMR LLC | 28,588 | $608.9K | 0.00% | −3,535−11.0% | Reduced |
| Globeflex Capital L P | 28,817 | $613.8K | 0.06% | 00.0% | Unchanged |
| AQR Capital Management LLC | 29,316 | $624.4K | 0.00% | −21,726−42.6% | Reduced |
| Man Group plc | 29,769 | $634.1K | 0.00% | – | – |
| Quadrature Capital Ltd | 31,260 | $666.2K | 0.01% | +8,206+35.6% | Added |
| Victory Capital Management Inc | 31,500 | $671.0K | 0.00% | −13,300−29.7% | Reduced |
| Ameriprise Financial Inc | 41,407 | $882.2K | 0.00% | +9,755+30.8% | Added |
| Bank of America Corp | 44,220 | $941.9K | 0.00% | −3,425−7.2% | Reduced |
| Two Sigma Advisers, LP | 44,987 | $958.2K | 0.00% | −4,600−9.3% | Reduced |
| Cutler Capital Management, LLC | 45,646 | $972.3K | 0.40% | +46+0.1% | Added |
| Two Sigma Investments, LP | 49,939 | $1.06M | 0.00% | −9,443−15.9% | Reduced |
| Barclays PLC | 50,278 | $1.07M | 0.00% | +15,541+44.7% | Added |
| Nuveen Asset Management, LLC | 52,712 | $1.12M | 0.00% | −12,424−19.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 53,897 | $1.15M | 0.01% | −282−0.5% | Reduced |
| Empowered Funds, LLC | 54,225 | $1.15M | 0.03% | +4,800+9.7% | Added |
| Thrivent Financial for Lutherans | 56,567 | $1.21M | 0.00% | −7,770−12.1% | Reduced |
| Martingale Asset Management L P | 58,632 | $1.25M | 0.03% | −3,400−5.5% | Reduced |
| New York State Common Retirement Fund | 59,419 | $1.27M | 0.00% | +110.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 59,440 | $1.27M | 0.01% | +10,204+20.7% | Added |
| Federated Hermes, Inc. | 69,125 | $1.47M | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 102,990 | $2.19M | 0.00% | −3,679−3.4% | Reduced |
| Bridgeway Capital Management, LLC | 104,225 | $2.22M | 0.05% | +4,800+4.8% | Added |
| Gator Capital Management, LLC | 108,723 | $2.32M | 1.28% | 00.0% | Unchanged |
| Millennium Management LLC | 115,730 | $2.47M | 0.00% | −72,577−38.5% | Reduced |
| Charles Schwab Investment Management Inc | 119,602 | $2.55M | 0.00% | −1,778−1.5% | Reduced |
| JPMorgan Chase & Co | 124,248 | $2.65M | 0.00% | +35,587+40.1% | Added |
| Arrowstreet Capital, Limited Partnership | 136,254 | $2.90M | 0.00% | −7,393−5.1% | Reduced |
| Bank of New York Mellon Corp | 156,030 | $3.32M | 0.00% | +37,158+31.3% | Added |
| Hotchkis & Wiley Capital Management LLC | 161,208 | $3.43M | 0.01% | +1,600+1.0% | Added |
| PL Capital Advisors, LLC | 188,800 | $4.02M | 1.39% | −15,000−7.4% | Reduced |
| Morgan Stanley | 190,885 | $4.07M | 0.00% | +19,063+11.1% | Added |
| American Century Companies Inc | 209,039 | $4.45M | 0.00% | +16,927+8.8% | Added |
| Northern Trust Corp | 214,819 | $4.58M | 0.00% | +13,349+6.6% | Added |
| Prudential Financial Inc | 215,748 | $4.60M | 0.01% | −31,200−12.6% | Reduced |
| Courier Capital LLC | 217,453 | $4.63M | 0.35% | +109,144+100.8% | Added |
| Acadian Asset Management LLC | 233,718 | $4.98M | 0.02% | 00.0% | Unchanged |
| State Street Corp | 277,086 | $5.98M | 0.00% | +3,866+1.4% | Added |
| Canandaigua National Bank & Trust Co | 307,577 | $6.55M | 1.01% | −12,993−4.1% | Reduced |
| Geode Capital Management, LLC | 325,359 | $6.93M | 0.00% | +12,505+4.0% | Added |
| LSV Asset Management | 344,957 | $7.35M | 0.02% | −19,200−5.3% | Reduced |
| Renaissance Technologies LLC | 353,400 | $7.53M | 0.01% | −500−0.1% | Reduced |
| Ategra Capital Management, LLC | 541,033 | $11.5M | 5.15% | +87,685+19.3% | Added |
| Commonwealth Equity Services, LLC | 573,332 | $12.2M | 0.02% | +786+0.1% | Added |
| Vanguard Group Inc | 768,466 | $16.4M | 0.00% | +14,263+1.9% | Added |
| Dimensional Fund Advisors LP | 1,027,186 | $21.9M | 0.01% | −17,562−1.7% | Reduced |