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, Q2 2024
Institutional positions in Financial Institutions Inc as of Jun 30, 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
- 106
- +6 vs. Q1 2024
- Shares held
- 10.2M
- +272.0K (+2.7%) vs. Q1 2024
- Total value
- $197.2M
- +$10.2M (+5.5%) vs. Q1 2024
- New holders
- 15
- 49 more added
- Sold out
- 9
- 25 more reduced
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Financial Institutions Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,397,240 | $27.0M | 0.00% | +85,595+6.5% | Added |
| Dimensional Fund Advisors LP | 968,175 | $18.7M | 0.00% | −55,159−5.4% | Reduced |
| Vanguard Group Inc | 804,754 | $15.5M | 0.00% | +19,826+2.5% | Added |
| Ategra Capital Management, LLC | 572,075 | $11.1M | 9.47% | +14,774+2.7% | Added |
| Commonwealth Equity Services, LLC | 453,201 | $8.76M | 0.01% | −551−0.1% | Reduced |
| PL Capital Advisors, LLC | 348,751 | $6.74M | 2.80% | +47,470+15.8% | Added |
| Geode Capital Management, LLC | 347,640 | $6.72M | 0.00% | +13,343+4.0% | Added |
| LSV Asset Management | 344,957 | $6.67M | 0.01% | 00.0% | Unchanged |
| Courier Capital LLC | 342,175 | $6.61M | 0.53% | +3,489+1.0% | Added |
| Renaissance Technologies LLC | 332,500 | $6.42M | 0.01% | +27,400+9.0% | Added |
| Acadian Asset Management LLC | 324,263 | $6.26M | 0.02% | +25,865+8.7% | Added |
| Canandaigua National Bank & Trust Co | 295,452 | $5.71M | 0.62% | −5,220−1.7% | Reduced |
| State Street Corp | 266,312 | $5.22M | 0.00% | −2,885−1.1% | Reduced |
| American Century Companies Inc | 267,576 | $5.17M | 0.00% | +25,439+10.5% | Added |
| Morgan Stanley | 242,585 | $4.69M | 0.00% | +26,087+12.0% | Added |
| Prudential Financial Inc | 203,848 | $3.94M | 0.01% | −1,000−0.5% | Reduced |
| Northern Trust Corp | 192,980 | $3.73M | 0.00% | −7,747−3.9% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 164,608 | $3.18M | 0.01% | +9,800+6.3% | Added |
| Bank of New York Mellon Corp | 155,257 | $3.00M | 0.00% | +2,653+1.7% | Added |
| Bridgeway Capital Management, LLC | 133,100 | $2.57M | 0.06% | +24,500+22.6% | Added |
| Arrowstreet Capital, Limited Partnership | 128,055 | $2.47M | 0.00% | −7,016−5.2% | Reduced |
| Charles Schwab Investment Management Inc | 124,011 | $2.40M | 0.00% | +2,059+1.7% | Added |
| Palisades Investment Partners, LLC | 119,387 | $2.31M | 1.14% | +119,387 | New |
| Goldman Sachs Group Inc | 103,362 | $2.00M | 0.00% | +1,018+1.0% | Added |
| Two Sigma Advisers, LP | 81,687 | $1.58M | 0.00% | +37,100+83.2% | Added |
| Ameriprise Financial Inc | 77,337 | $1.49M | 0.00% | +35,930+86.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 73,674 | $1.42M | 0.01% | +7,453+11.3% | Added |
| Federated Hermes, Inc. | 69,125 | $1.34M | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 64,754 | $1.25M | 0.00% | −16,197−20.0% | Reduced |
| Thrivent Financial for Lutherans | 64,257 | $1.24M | 0.00% | +3,637+6.0% | Added |
| AQR Capital Management LLC | 63,213 | $1.22M | 0.00% | +37,653+147.3% | Added |
| Empowered Funds, LLC | 63,100 | $1.22M | 0.02% | +4,500+7.7% | Added |
| New York State Common Retirement Fund | 59,415 | $1.15M | 0.00% | −40.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 58,588 | $1.13M | 0.00% | +5,046+9.4% | Added |
| Martingale Asset Management L P | 53,432 | $1.03M | 0.02% | +6,033+12.7% | Added |
| Two Sigma Investments, LP | 52,432 | $1.01M | 0.00% | +7,496+16.7% | Added |
| Cutler Capital Management, LLC | 45,725 | $883.4K | 0.34% | +42+0.1% | Added |
| Nuveen Asset Management, LLC | 42,865 | $829.1K | 0.00% | −7,399−14.7% | Reduced |
| Man Group plc | 42,123 | $813.8K | 0.00% | −2,691−6.0% | Reduced |
| Victory Capital Management Inc | 37,500 | $724.5K | 0.00% | +7,500+25.0% | Added |
| FMR LLC | 32,343 | $624.9K | 0.00% | +2,630+8.9% | Added |
| Citadel Advisors LLC | 30,699 | $593.1K | 0.00% | +21,082+219.2% | Added |
| Barclays PLC | 30,192 | $583.3K | 0.00% | −5,348−15.0% | Reduced |
| STRS Ohio | 28,300 | $546.8K | 0.00% | +600+2.2% | Added |
| Bayview Asset Management, LLC | 27,622 | $533.7K | 0.31% | +27,622 | New |
| Globeflex Capital L P | 24,992 | $482.8K | 0.05% | −1,742−6.5% | Reduced |
| Trexquant Investment LP | 24,429 | $472.0K | 0.01% | +8,663+54.9% | Added |
| Bank of Montreal | 23,951 | $465.8K | 0.00% | +23,951 | New |
| Rhumbline Advisers | 24,092 | $465.4K | 0.00% | −1,796−6.9% | Reduced |
| Cornercap Investment Counsel Inc | 23,921 | $462.2K | 0.08% | −354−1.5% | Reduced |
| Millennium Management LLC | 21,193 | $409.4K | 0.00% | +21,193 | New |
| Great Lakes Advisors, LLC | 20,627 | $398.5K | 0.00% | +20,627 | New |
| Bank of America Corp | 20,251 | $391.3K | 0.00% | +1,898+10.3% | Added |
| Campbell & CO Investment Adviser LLC | 19,725 | $381.1K | 0.03% | −1,339−6.4% | Reduced |
| Franklin Resources Inc | 17,720 | $342.4K | 0.00% | +1,582+9.8% | Added |
| Jane Street Group, LLC | 15,550 | $300.4K | 0.00% | +15,550 | New |
| Alliancebernstein L.P. | 15,300 | $295.6K | 0.00% | +1,910+14.3% | Added |
| Royal Bank of Canada | 14,427 | $280.0K | 0.00% | +6,087+73.0% | Added |
| Lazard Asset Management LLC | 13,821 | $267.0K | 0.00% | +8,563+162.9% | Added |
| JPMorgan Chase & Co | 13,647 | $263.7K | 0.00% | −78,737−85.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 12,276 | $237.2K | 0.00% | +1,216+11.0% | Added |
| UBS Group AG | 12,182 | $235.4K | 0.00% | −4,046−24.9% | Reduced |
| Cobblestone Capital Advisors LLC | 12,000 | $231.8K | 0.01% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 11,621 | $224.5K | 0.00% | +11,621 | New |
| State of Tennessee, Treasury Department | 11,178 | $216.0K | 0.00% | +11,178 | New |
| Creative Planning | 11,166 | $215.7K | 0.00% | −697−5.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 10,837 | $209.4K | 0.00% | +2,026+23.0% | Added |
| MetLife Investment Management | 8,405 | $162.4K | 0.00% | +769+10.1% | Added |
| Deutsche Bank AG | 8,267 | $159.7K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 8,166 | $157.8K | 0.00% | +8,166 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 8,135 | $157.2K | 0.00% | +8,135 | New |
| Public Employees Retirement System of Ohio | 7,760 | $149.9K | 0.00% | −470−5.7% | Reduced |
| Wells Fargo & Company | 7,469 | $144.3K | 0.00% | +1,298+21.0% | Added |
| EMC Capital Management | 7,080 | $137.0K | 0.08% | 00.0% | Unchanged |
| CWM, LLC | 5,438 | $105.0K | 0.00% | +3,266+150.4% | Added |
| Citigroup Inc | 3,986 | $77.0K | 0.00% | +730+22.4% | Added |
| Russell Investments Group, Ltd. | 3,864 | $74.7K | 0.00% | +3,804+6,340.0% | Added |
| BNP Paribas Arbitrage, SA | 3,796 | $73.3K | 0.00% | −21,001−84.7% | Reduced |
| Tompkins Financial Corp | 3,020 | $58.3K | 0.01% | +3,020 | New |
| Advisor Group Holdings, Inc. | 2,803 | $54.2K | 0.00% | −37−1.3% | Reduced |
| Tower Research Capital LLC (TRC) | 2,594 | $50.1K | 0.00% | +2,114+440.4% | Added |
| Aquatic Capital Management LLC | 2,100 | $40.6K | 0.00% | +300+16.7% | Added |
| Ameritas Investment Partners, Inc. | 1,360 | $26.3K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 1,312 | $25.3K | 0.01% | +1,312 | New |
| Legal & General Group Plc | 1,237 | $23.7K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,173 | $22.7K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,100 | $21.3K | 0.00% | −427−28.0% | Reduced |
| Nisa Investment Advisors, LLC | 960 | $18.8K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 866 | $16.0K | 0.00% | −14−1.6% | Reduced |
| EverSource Wealth Advisors, LLC | 505 | $13.3K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 614 | $11.9K | 0.00% | +614 | New |
| Comerica Bank | 537 | $10.4K | 0.00% | +426+383.8% | Added |
| Amalgamated Bank | 539 | $10.0K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 511 | $10.0K | 0.00% | +511 | New |
| nVerses Capital, LLC | 400 | $7.73K | 0.00% | −900−69.2% | Reduced |
| Smartleaf Asset Management LLC | 285 | $5.13K | 0.00% | +285 | New |
| Community Bank, N.A. | 250 | $4.83K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 210 | $4.64K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 200 | $3.86K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 135 | $2.61K | 0.00% | +60+80.0% | Added |