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, Q3 2024
Institutional positions in Financial Institutions Inc as of Sep 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
- 121
- +16 vs. Q2 2024
- Shares held
- 12.0M
- +3.15M (+35.8%) vs. Q2 2024
- Total value
- $288.5M
- +$118.3M (+69.5%) vs. Q2 2024
- New holders
- 23
- 43 more added
- Sold out
- 7
- 30 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Financial Institutions Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,382,183 | $35.2M | 0.00% | +1,382,183 | New |
| PL Capital Advisors, LLC | 1,771,516 | $29.1M | 10.35% | +1,422,765+408.0% | Added |
| Dimensional Fund Advisors LP | 956,926 | $24.4M | 0.01% | −11,249−1.2% | Reduced |
| Vanguard Group Inc | 818,673 | $20.9M | 0.00% | +13,919+1.7% | Added |
| Ategra Capital Management, LLC | 572,075 | $14.6M | 10.60% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 453,352 | $11.5M | 0.02% | +1510.0% | Added |
| Geode Capital Management, LLC | 354,685 | $9.04M | 0.00% | +7,045+2.0% | Added |
| Courier Capital LLC | 350,239 | $8.92M | 0.61% | +8,064+2.4% | Added |
| LSV Asset Management | 344,957 | $8.79M | 0.02% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 340,707 | $8.68M | 0.03% | +16,444+5.1% | Added |
| American Century Companies Inc | 307,683 | $7.84M | 0.00% | +40,107+15.0% | Added |
| Renaissance Technologies LLC | 293,500 | $7.48M | 0.01% | −39,000−11.7% | Reduced |
| Canandaigua National Bank & Trust Co | 289,860 | $7.38M | 0.70% | −5,592−1.9% | Reduced |
| State Street Corp | 283,707 | $7.31M | 0.00% | +17,395+6.5% | Added |
| Morgan Stanley | 252,853 | $6.44M | 0.00% | +10,268+4.2% | Added |
| Northern Trust Corp | 189,224 | $4.82M | 0.00% | −3,756−1.9% | Reduced |
| Zacks Investment Management | 184,767 | $4.71M | 0.04% | +184,767 | New |
| Prudential Financial Inc | 183,048 | $4.66M | 0.01% | −20,800−10.2% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 145,058 | $3.69M | 0.01% | −19,550−11.9% | Reduced |
| Bank of New York Mellon Corp | 142,814 | $3.64M | 0.00% | −12,443−8.0% | Reduced |
| Bridgeway Capital Management, LLC | 136,450 | $3.48M | 0.08% | +3,350+2.5% | Added |
| Palisades Investment Partners, LLC | 126,775 | $3.23M | 1.41% | +7,388+6.2% | Added |
| Charles Schwab Investment Management Inc | 124,428 | $3.17M | 0.00% | +417+0.3% | Added |
| Arrowstreet Capital, Limited Partnership | 123,825 | $3.15M | 0.00% | −4,230−3.3% | Reduced |
| Goldman Sachs Group Inc | 114,904 | $2.93M | 0.00% | +11,542+11.2% | Added |
| Ameriprise Financial Inc | 111,940 | $2.85M | 0.00% | +34,603+44.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 97,559 | $2.48M | 0.01% | +23,885+32.4% | Added |
| AQR Capital Management LLC | 80,184 | $2.04M | 0.00% | +16,971+26.8% | Added |
| Two Sigma Advisers, LP | 76,887 | $1.96M | 0.00% | −4,800−5.9% | Reduced |
| Federated Hermes, Inc. | 69,277 | $1.76M | 0.00% | +152+0.2% | Added |
| Empowered Funds, LLC | 66,450 | $1.69M | 0.03% | +3,350+5.3% | Added |
| First Trust Advisors LP | 63,691 | $1.62M | 0.00% | +63,691 | New |
| Jacobs Levy Equity Management, Inc | 59,725 | $1.52M | 0.01% | +1,137+1.9% | Added |
| New York State Common Retirement Fund | 59,415 | $1.51M | 0.00% | 00.0% | Unchanged |
| Martingale Asset Management L P | 57,035 | $1.45M | 0.03% | +3,603+6.7% | Added |
| Segall Bryant & Hamill, LLC | 53,556 | $1.36M | 0.02% | +53,556 | New |
| Thrivent Financial for Lutherans | 50,288 | $1.28M | 0.00% | −13,969−21.7% | Reduced |
| Two Sigma Investments, LP | 49,615 | $1.26M | 0.00% | −2,817−5.4% | Reduced |
| Cutler Capital Management, LLC | 45,725 | $1.16M | 0.41% | 00.0% | Unchanged |
| Barclays PLC | 44,798 | $1.14M | 0.00% | +14,606+48.4% | Added |
| Nuveen Asset Management, LLC | 42,865 | $1.09M | 0.00% | 00.0% | Unchanged |
| FMR LLC | 38,368 | $977.2K | 0.00% | +6,025+18.6% | Added |
| Victory Capital Management Inc | 36,500 | $929.7K | 0.00% | −1,000−2.7% | Reduced |
| Invesco Ltd. | 36,233 | $922.9K | 0.00% | −28,521−44.0% | Reduced |
| Citadel Advisors LLC | 25,149 | $640.5K | 0.00% | −5,550−18.1% | Reduced |
| Globeflex Capital L P | 24,992 | $636.5K | 0.06% | 00.0% | Unchanged |
| Rhumbline Advisers | 23,192 | $590.7K | 0.00% | −900−3.7% | Reduced |
| STRS Ohio | 22,200 | $565.4K | 0.00% | −6,100−21.6% | Reduced |
| Lazard Asset Management LLC | 22,027 | $561.0K | 0.00% | +8,206+59.4% | Added |
| Fourthstone LLC | 20,350 | $518.3K | 0.12% | +20,350 | New |
| Los Angeles Capital Management LLC | 20,160 | $513.5K | 0.00% | +20,160 | New |
| Bank of America Corp | 19,817 | $504.7K | 0.00% | −434−2.1% | Reduced |
| BNP Paribas Arbitrage, SA | 19,793 | $504.1K | 0.00% | +15,997+421.4% | Added |
| JPMorgan Chase & Co | 18,108 | $461.2K | 0.00% | +4,461+32.7% | Added |
| Franklin Resources Inc | 17,938 | $458.1K | 0.00% | +218+1.2% | Added |
| Great Lakes Advisors, LLC | 17,928 | $456.6K | 0.00% | −2,699−13.1% | Reduced |
| Alliancebernstein L.P. | 15,300 | $389.7K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 15,089 | $384.3K | 0.00% | −461−3.0% | Reduced |
| Summit Global Investments | 15,060 | $384.0K | 0.02% | +15,060 | New |
| Wealth Enhancement Advisory Services, LLC | 14,732 | $375.2K | 0.00% | +2,456+20.0% | Added |
| Royal Bank of Canada | 14,329 | $365.0K | 0.00% | −98−0.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 12,652 | $322.2K | 0.02% | −7,073−35.9% | Reduced |
| Cornercap Investment Counsel Inc | 12,607 | $321.1K | 0.09% | −11,314−47.3% | Reduced |
| UBS Group AG | 12,415 | $316.2K | 0.00% | +233+1.9% | Added |
| SEI Investments Co | 12,320 | $313.8K | 0.00% | +12,320 | New |
| Cobblestone Capital Advisors LLC | 12,000 | $305.6K | 0.02% | 00.0% | Unchanged |
| Bayview Asset Management, LLC | 11,889 | $302.8K | 0.17% | −15,733−57.0% | Reduced |
| Citigroup Inc | 11,860 | $302.1K | 0.00% | +7,874+197.5% | Added |
| Creative Planning | 11,222 | $285.8K | 0.00% | +56+0.5% | Added |
| State of Tennessee, Treasury Department | 11,178 | $284.7K | 0.00% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 10,916 | $278.0K | 0.06% | +10,916 | New |
| Hillsdale Investment Management Inc. | 9,500 | $242.0K | 0.02% | +9,500 | New |
| XTX Topco Ltd | 8,792 | $223.9K | 0.02% | +8,792 | New |
| Stonebrook Private Inc. | 8,567 | $218.2K | 0.06% | +8,567 | New |
| MetLife Investment Management | 8,405 | $214.1K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 8,375 | $213.3K | 0.00% | +108+1.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 8,336 | $212.3K | 0.00% | +201+2.5% | Added |
| CWM, LLC | 8,172 | $208.0K | 0.00% | +2,734+50.3% | Added |
| Corebridge Financial, Inc. | 8,116 | $206.7K | 0.00% | −50−0.6% | Reduced |
| Wells Fargo & Company | 7,989 | $203.5K | 0.00% | +520+7.0% | Added |
| Public Employees Retirement System of Ohio | 7,760 | $197.6K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 6,454 | $164.0K | 0.00% | +6,454 | New |
| EMC Capital Management | 8,709 | $127.0K | 0.10% | +1,629+23.0% | Added |
| Advisor Group Holdings, Inc. | 3,555 | $90.6K | 0.00% | +752+26.8% | Added |
| Tompkins Financial Corp | 3,020 | $76.9K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 2,572 | $65.5K | 0.00% | +1,399+119.3% | Added |
| Baldwin Brothers Inc | 1,733 | $44.7K | 0.00% | +1,733 | New |
| Legal & General Group Plc | 1,437 | $36.6K | 0.00% | +200+16.2% | Added |
| Ameritas Investment Partners, Inc. | 1,360 | $34.6K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,100 | $28.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,086 | $27.7K | 0.00% | −1,508−58.1% | Reduced |
| Aquatic Capital Management LLC | 1,000 | $25.5K | 0.00% | −1,100−52.4% | Reduced |
| Great West Life Assurance Co | 993 | $25.0K | 0.00% | +127+14.7% | Added |
| Nisa Investment Advisors, LLC | 960 | $24.7K | 0.00% | 00.0% | Unchanged |
| Gladius Capital Management LP | 945 | $24.1K | 0.01% | +945 | New |
| Picton Mahoney Asset Management | 822 | $21.0K | 0.00% | +311+60.9% | Added |
| SRS Capital Advisors, Inc. | 614 | $15.6K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 539 | $14.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 537 | $13.7K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 505 | $12.9K | 0.00% | 00.0% | Unchanged |