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, Q1 2024
Institutional positions in Financial Institutions Inc as of Mar 31, 2024. 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
- 100
- −1 vs. Q4 2023
- Shares held
- 9.93M
- +77.9K (+0.8%) vs. Q4 2023
- Total value
- $186.9M
- −$23.0M (−10.9%) vs. Q4 2023
- New holders
- 11
- 28 more added
- Sold out
- 12
- 42 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Financial Institutions Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,311,645 | $24.7M | 0.00% | −67,731−4.9% | Reduced |
| Dimensional Fund Advisors LP | 1,023,334 | $19.3M | 0.01% | −3,852−0.4% | Reduced |
| Vanguard Group Inc | 784,928 | $14.8M | 0.00% | +16,462+2.1% | Added |
| Ategra Capital Management, LLC | 557,301 | $10.5M | 4.82% | +16,268+3.0% | Added |
| Commonwealth Equity Services, LLC | 453,752 | $8.54M | 0.01% | −119,580−20.9% | Reduced |
| LSV Asset Management | 344,957 | $6.49M | 0.01% | 00.0% | Unchanged |
| Courier Capital LLC | 338,686 | $6.37M | 0.46% | +121,233+55.8% | Added |
| Geode Capital Management, LLC | 334,297 | $6.29M | 0.00% | +8,938+2.7% | Added |
| Renaissance Technologies LLC | 305,100 | $5.74M | 0.01% | −48,300−13.7% | Reduced |
| PL Capital Advisors, LLC | 301,281 | $5.67M | 2.16% | +112,481+59.6% | Added |
| Canandaigua National Bank & Trust Co | 300,672 | $5.66M | 0.83% | −6,905−2.2% | Reduced |
| Acadian Asset Management LLC | 298,398 | $5.62M | 0.02% | +64,680+27.7% | Added |
| State Street Corp | 269,197 | $5.14M | 0.00% | −7,889−2.8% | Reduced |
| American Century Companies Inc | 242,137 | $4.56M | 0.00% | +33,098+15.8% | Added |
| Morgan Stanley | 216,498 | $4.07M | 0.00% | +25,613+13.4% | Added |
| Basswood Capital Management, L.L.C. | 211,112 | $3.97M | 0.23% | +211,112 | New |
| Prudential Financial Inc | 204,848 | $3.86M | 0.01% | −10,900−5.1% | Reduced |
| Northern Trust Corp | 200,727 | $3.78M | 0.00% | −14,092−6.6% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 154,808 | $2.91M | 0.01% | −6,400−4.0% | Reduced |
| Bank of New York Mellon Corp | 152,604 | $2.87M | 0.00% | −3,426−2.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 135,071 | $2.54M | 0.00% | −1,183−0.9% | Reduced |
| Charles Schwab Investment Management Inc | 121,952 | $2.30M | 0.00% | +2,350+2.0% | Added |
| Bridgeway Capital Management, LLC | 108,600 | $2.04M | 0.04% | +4,375+4.2% | Added |
| Goldman Sachs Group Inc | 102,344 | $1.93M | 0.00% | −646−0.6% | Reduced |
| JPMorgan Chase & Co | 92,384 | $1.74M | 0.00% | −31,864−25.6% | Reduced |
| Gator Capital Management, LLC | 81,223 | $1.53M | 0.82% | −27,500−25.3% | Reduced |
| Invesco Ltd. | 80,951 | $1.52M | 0.00% | +57,940+251.8% | Added |
| Federated Hermes, Inc. | 69,125 | $1.30M | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 66,221 | $1.25M | 0.01% | +6,781+11.4% | Added |
| Thrivent Financial for Lutherans | 60,620 | $1.14M | 0.00% | +4,053+7.2% | Added |
| New York State Common Retirement Fund | 59,419 | $1.12M | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 58,600 | $1.10M | 0.02% | +4,375+8.1% | Added |
| Jacobs Levy Equity Management, Inc | 53,542 | $1.01M | 0.00% | −355−0.7% | Reduced |
| Nuveen Asset Management, LLC | 50,264 | $946.0K | 0.00% | −2,448−4.6% | Reduced |
| Martingale Asset Management L P | 47,399 | $892.0K | 0.02% | −11,233−19.2% | Reduced |
| Cutler Capital Management, LLC | 45,683 | $859.7K | 0.34% | +37+0.1% | Added |
| Two Sigma Investments, LP | 44,936 | $845.7K | 0.00% | −5,003−10.0% | Reduced |
| Man Group plc | 44,814 | $843.4K | 0.00% | +15,045+50.5% | Added |
| Two Sigma Advisers, LP | 44,587 | $839.1K | 0.00% | −400−0.9% | Reduced |
| Ameriprise Financial Inc | 41,407 | $779.5K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 35,540 | $668.9K | 0.00% | −14,738−29.3% | Reduced |
| Victory Capital Management Inc | 30,000 | $564.6K | 0.00% | −1,500−4.8% | Reduced |
| FMR LLC | 29,713 | $559.2K | 0.00% | +1,125+3.9% | Added |
| STRS Ohio | 27,700 | $521.0K | 0.00% | +300+1.1% | Added |
| Globeflex Capital L P | 26,734 | $503.1K | 0.05% | −2,083−7.2% | Reduced |
| Rhumbline Advisers | 25,888 | $487.2K | 0.00% | +734+2.9% | Added |
| AQR Capital Management LLC | 25,560 | $481.0K | 0.00% | −3,756−12.8% | Reduced |
| BNP Paribas Arbitrage, SA | 24,797 | $466.7K | 0.00% | +5,922+31.4% | Added |
| Cornercap Investment Counsel Inc | 24,275 | $456.9K | 0.07% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 23,005 | $433.0K | 0.03% | +23,005 | New |
| Campbell & CO Investment Adviser LLC | 21,064 | $396.4K | 0.03% | +21,064 | New |
| Bank of America Corp | 18,353 | $345.4K | 0.00% | −25,867−58.5% | Reduced |
| UBS Group AG | 16,228 | $305.4K | 0.00% | −971−5.6% | Reduced |
| Franklin Resources Inc | 16,138 | $303.7K | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 15,766 | $296.7K | 0.01% | −11,373−41.9% | Reduced |
| Alliancebernstein L.P. | 13,390 | $252.0K | 0.00% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 12,000 | $225.8K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 11,863 | $223.3K | 0.00% | +647+5.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 11,060 | $208.1K | 0.00% | −169−1.5% | Reduced |
| Citadel Advisors LLC | 9,617 | $181.0K | 0.00% | −12,499−56.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 8,811 | $165.8K | 0.00% | +742+9.2% | Added |
| Royal Bank of Canada | 8,340 | $157.0K | 0.00% | −4,090−32.9% | Reduced |
| Deutsche Bank AG | 8,267 | $155.6K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 8,230 | $154.9K | 0.00% | −355−4.1% | Reduced |
| MetLife Investment Management | 7,636 | $143.7K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 7,484 | $140.8K | 0.00% | −64−0.8% | Reduced |
| EMC Capital Management | 7,080 | $133.0K | 0.08% | +508+7.7% | Added |
| Wells Fargo & Company | 6,171 | $116.1K | 0.00% | +688+12.5% | Added |
| SG Americas Securities, LLC | 5,337 | $100.0K | 0.00% | −2,962−35.7% | Reduced |
| Lazard Asset Management LLC | 5,258 | $98.0K | 0.00% | +5,258 | New |
| Citigroup Inc | 3,256 | $61.3K | 0.00% | +820+33.7% | Added |
| Advisor Group Holdings, Inc. | 2,840 | $53.5K | 0.00% | −5,989−67.8% | Reduced |
| CWM, LLC | 2,172 | $41.0K | 0.00% | +606+38.7% | Added |
| Aquatic Capital Management LLC | 1,800 | $33.9K | 0.00% | +1,000+125.0% | Added |
| California State Teachers Retirement System | 1,527 | $28.7K | 0.00% | −973−38.9% | Reduced |
| Ameritas Investment Partners, Inc. | 1,360 | $25.6K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 1,300 | $24.5K | 0.06% | +1,300 | New |
| Legal & General Group Plc | 1,237 | $23.3K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,173 | $22.1K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 960 | $18.4K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 880 | $17.0K | 0.00% | −53−5.7% | Reduced |
| Metropolitan Life Insurance Co | 769 | $14.5K | 0.00% | −303−28.3% | Reduced |
| Amalgamated Bank | 539 | $10.0K | 0.00% | −813−60.1% | Reduced |
| Tower Research Capital LLC (TRC) | 480 | $9.03K | 0.00% | −1,055−68.7% | Reduced |
| EverSource Wealth Advisors, LLC | 505 | $8.70K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 263 | $4.95K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 250 | $4.70K | 0.00% | +250 | New |
| Allworth Financial LP | 210 | $3.95K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 200 | $3.76K | 0.00% | +200 | New |
| CIBC Private Wealth Group, LLC | 136 | $2.49K | 0.00% | +136 | New |
| Comerica Bank | 111 | $2.09K | 0.00% | +111 | New |
| GAMMA Investing LLC | 75 | $1.41K | 0.00% | −12−13.8% | Reduced |
| Russell Investments Group, Ltd. | 60 | $1.13K | 0.00% | −900−93.8% | Reduced |
| First Horizon Advisors, Inc. | 56 | $1.05K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 61 | $1.00K | 0.00% | −49−44.5% | Reduced |
| Capital Advisors, Ltd. LLC | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 23 | $433 | 0.00% | −282−92.5% | Reduced |
| Farther Finance Advisors, LLC | 18 | $329 | 0.00% | +3+20.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 | $75 | 0.00% | +4 | New |
| Simplex Trading, LLC | 50 | $0 | 0.00% | +50 | New |