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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 56 | $1.08K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 60 | $1.16K | 0.00% | +37+160.9% | Added |
| Farther Finance Advisors, LLC | 98 | $1.86K | 0.00% | +80+444.4% | Added |
| Covestor Ltd | 88 | $2.00K | 0.00% | +27+44.3% | Added |
| CIBC Private Wealth Group, LLC | 136 | $2.57K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 135 | $2.61K | 0.00% | +60+80.0% | Added |
| Optimum Investment Advisors | 200 | $3.86K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 210 | $4.64K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 250 | $4.83K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 285 | $5.13K | 0.00% | +285 | New |
| nVerses Capital, LLC | 400 | $7.73K | 0.00% | −900−69.2% | Reduced |
| Amalgamated Bank | 539 | $10.0K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 511 | $10.0K | 0.00% | +511 | New |
| Comerica Bank | 537 | $10.4K | 0.00% | +426+383.8% | Added |
| SRS Capital Advisors, Inc. | 614 | $11.9K | 0.00% | +614 | New |
| EverSource Wealth Advisors, LLC | 505 | $13.3K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 866 | $16.0K | 0.00% | −14−1.6% | Reduced |
| Nisa Investment Advisors, LLC | 960 | $18.8K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,100 | $21.3K | 0.00% | −427−28.0% | Reduced |
| US Bancorp | 1,173 | $22.7K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,237 | $23.7K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 1,312 | $25.3K | 0.01% | +1,312 | New |
| Ameritas Investment Partners, Inc. | 1,360 | $26.3K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 2,100 | $40.6K | 0.00% | +300+16.7% | Added |
| Tower Research Capital LLC (TRC) | 2,594 | $50.1K | 0.00% | +2,114+440.4% | Added |
| Advisor Group Holdings, Inc. | 2,803 | $54.2K | 0.00% | −37−1.3% | Reduced |
| Tompkins Financial Corp | 3,020 | $58.3K | 0.01% | +3,020 | New |
| BNP Paribas Arbitrage, SA | 3,796 | $73.3K | 0.00% | −21,001−84.7% | Reduced |
| Russell Investments Group, Ltd. | 3,864 | $74.7K | 0.00% | +3,804+6,340.0% | Added |
| Citigroup Inc | 3,986 | $77.0K | 0.00% | +730+22.4% | Added |
| CWM, LLC | 5,438 | $105.0K | 0.00% | +3,266+150.4% | Added |
| EMC Capital Management | 7,080 | $137.0K | 0.08% | 00.0% | Unchanged |
| Wells Fargo & Company | 7,469 | $144.3K | 0.00% | +1,298+21.0% | Added |
| Public Employees Retirement System of Ohio | 7,760 | $149.9K | 0.00% | −470−5.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 8,135 | $157.2K | 0.00% | +8,135 | New |
| Corebridge Financial, Inc. | 8,166 | $157.8K | 0.00% | +8,166 | New |
| Deutsche Bank AG | 8,267 | $159.7K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 8,405 | $162.4K | 0.00% | +769+10.1% | Added |
| Allspring Global Investments Holdings, LLC | 10,837 | $209.4K | 0.00% | +2,026+23.0% | Added |
| Creative Planning | 11,166 | $215.7K | 0.00% | −697−5.9% | Reduced |
| State of Tennessee, Treasury Department | 11,178 | $216.0K | 0.00% | +11,178 | New |
| D. E. Shaw & Co., Inc. | 11,621 | $224.5K | 0.00% | +11,621 | New |
| Cobblestone Capital Advisors LLC | 12,000 | $231.8K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 12,182 | $235.4K | 0.00% | −4,046−24.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 12,276 | $237.2K | 0.00% | +1,216+11.0% | Added |
| JPMorgan Chase & Co | 13,647 | $263.7K | 0.00% | −78,737−85.2% | Reduced |
| Lazard Asset Management LLC | 13,821 | $267.0K | 0.00% | +8,563+162.9% | Added |
| Royal Bank of Canada | 14,427 | $280.0K | 0.00% | +6,087+73.0% | Added |
| Alliancebernstein L.P. | 15,300 | $295.6K | 0.00% | +1,910+14.3% | Added |
| Jane Street Group, LLC | 15,550 | $300.4K | 0.00% | +15,550 | New |
| Franklin Resources Inc | 17,720 | $342.4K | 0.00% | +1,582+9.8% | Added |
| Campbell & CO Investment Adviser LLC | 19,725 | $381.1K | 0.03% | −1,339−6.4% | Reduced |
| Bank of America Corp | 20,251 | $391.3K | 0.00% | +1,898+10.3% | Added |
| Great Lakes Advisors, LLC | 20,627 | $398.5K | 0.00% | +20,627 | New |
| Millennium Management LLC | 21,193 | $409.4K | 0.00% | +21,193 | New |
| Cornercap Investment Counsel Inc | 23,921 | $462.2K | 0.08% | −354−1.5% | Reduced |
| Rhumbline Advisers | 24,092 | $465.4K | 0.00% | −1,796−6.9% | Reduced |
| Bank of Montreal | 23,951 | $465.8K | 0.00% | +23,951 | New |
| Trexquant Investment LP | 24,429 | $472.0K | 0.01% | +8,663+54.9% | Added |
| Globeflex Capital L P | 24,992 | $482.8K | 0.05% | −1,742−6.5% | Reduced |
| Bayview Asset Management, LLC | 27,622 | $533.7K | 0.31% | +27,622 | New |
| STRS Ohio | 28,300 | $546.8K | 0.00% | +600+2.2% | Added |
| Barclays PLC | 30,192 | $583.3K | 0.00% | −5,348−15.0% | Reduced |
| Citadel Advisors LLC | 30,699 | $593.1K | 0.00% | +21,082+219.2% | Added |
| FMR LLC | 32,343 | $624.9K | 0.00% | +2,630+8.9% | Added |
| Victory Capital Management Inc | 37,500 | $724.5K | 0.00% | +7,500+25.0% | Added |
| Man Group plc | 42,123 | $813.8K | 0.00% | −2,691−6.0% | Reduced |
| Nuveen Asset Management, LLC | 42,865 | $829.1K | 0.00% | −7,399−14.7% | Reduced |
| Cutler Capital Management, LLC | 45,725 | $883.4K | 0.34% | +42+0.1% | Added |
| Two Sigma Investments, LP | 52,432 | $1.01M | 0.00% | +7,496+16.7% | Added |
| Martingale Asset Management L P | 53,432 | $1.03M | 0.02% | +6,033+12.7% | Added |
| Jacobs Levy Equity Management, Inc | 58,588 | $1.13M | 0.00% | +5,046+9.4% | Added |
| New York State Common Retirement Fund | 59,415 | $1.15M | 0.00% | −40.0% | Reduced |
| Empowered Funds, LLC | 63,100 | $1.22M | 0.02% | +4,500+7.7% | Added |
| AQR Capital Management LLC | 63,213 | $1.22M | 0.00% | +37,653+147.3% | Added |
| Thrivent Financial for Lutherans | 64,257 | $1.24M | 0.00% | +3,637+6.0% | Added |
| Invesco Ltd. | 64,754 | $1.25M | 0.00% | −16,197−20.0% | Reduced |
| Federated Hermes, Inc. | 69,125 | $1.34M | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 73,674 | $1.42M | 0.01% | +7,453+11.3% | Added |
| Ameriprise Financial Inc | 77,337 | $1.49M | 0.00% | +35,930+86.8% | Added |
| Two Sigma Advisers, LP | 81,687 | $1.58M | 0.00% | +37,100+83.2% | Added |
| Goldman Sachs Group Inc | 103,362 | $2.00M | 0.00% | +1,018+1.0% | Added |
| Palisades Investment Partners, LLC | 119,387 | $2.31M | 1.14% | +119,387 | New |
| Charles Schwab Investment Management Inc | 124,011 | $2.40M | 0.00% | +2,059+1.7% | Added |
| Arrowstreet Capital, Limited Partnership | 128,055 | $2.47M | 0.00% | −7,016−5.2% | Reduced |
| Bridgeway Capital Management, LLC | 133,100 | $2.57M | 0.06% | +24,500+22.6% | Added |
| Bank of New York Mellon Corp | 155,257 | $3.00M | 0.00% | +2,653+1.7% | Added |
| Hotchkis & Wiley Capital Management LLC | 164,608 | $3.18M | 0.01% | +9,800+6.3% | Added |
| Northern Trust Corp | 192,980 | $3.73M | 0.00% | −7,747−3.9% | Reduced |
| Prudential Financial Inc | 203,848 | $3.94M | 0.01% | −1,000−0.5% | Reduced |
| Morgan Stanley | 242,585 | $4.69M | 0.00% | +26,087+12.0% | Added |
| American Century Companies Inc | 267,576 | $5.17M | 0.00% | +25,439+10.5% | Added |
| State Street Corp | 266,312 | $5.22M | 0.00% | −2,885−1.1% | Reduced |
| Canandaigua National Bank & Trust Co | 295,452 | $5.71M | 0.62% | −5,220−1.7% | Reduced |
| Acadian Asset Management LLC | 324,263 | $6.26M | 0.02% | +25,865+8.7% | Added |
| Renaissance Technologies LLC | 332,500 | $6.42M | 0.01% | +27,400+9.0% | Added |
| Courier Capital LLC | 342,175 | $6.61M | 0.53% | +3,489+1.0% | Added |
| LSV Asset Management | 344,957 | $6.67M | 0.01% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 347,640 | $6.72M | 0.00% | +13,343+4.0% | Added |