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