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 |
|---|---|---|---|---|---|
| True Wealth Design, LLC | 17 | $433 | 0.00% | +17 | New |
| Capital Advisors, Ltd. LLC | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 56 | $1.43K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 56 | $1.43K | 0.00% | +56 | New |
| The PNC Financial Services Group, Inc. | 60 | $1.53K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 79 | $2.00K | 0.00% | −9−10.2% | Reduced |
| Farther Finance Advisors, LLC | 102 | $2.60K | 0.00% | +4+4.1% | Added |
| CIBC Private Wealth Group, LLC | 136 | $3.46K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 165 | $4.20K | 0.00% | +165 | New |
| Russell Investments Group, Ltd. | 186 | $4.74K | 0.00% | −3,678−95.2% | Reduced |
| Continuum Advisory, LLC | 187 | $5.06K | 0.00% | +187 | New |
| Optimum Investment Advisors | 200 | $5.09K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 206 | $5.25K | 0.00% | +71+52.6% | Added |
| Allspring Global Investments Holdings, LLC | 247 | $6.29K | 0.00% | −10,590−97.7% | Reduced |
| Community Bank, N.A. | 250 | $6.37K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 265 | $6.67K | 0.00% | −20−7.0% | Reduced |
| Allworth Financial LP | 312 | $7.95K | 0.00% | +102+48.6% | Added |
| Capital Performance Advisors LLP | 319 | $8.13K | 0.00% | +319 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 436 | $11.1K | 0.00% | +436 | New |
| Cullen/Frost Bankers, Inc. | 460 | $11.7K | 0.00% | +460 | New |
| NBT Bank N A | 500 | $12.7K | 0.00% | +500 | New |
| EverSource Wealth Advisors, LLC | 505 | $12.9K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 537 | $13.7K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 539 | $14.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 614 | $15.6K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 822 | $21.0K | 0.00% | +311+60.9% | Added |
| Gladius Capital Management LP | 945 | $24.1K | 0.01% | +945 | New |
| Nisa Investment Advisors, LLC | 960 | $24.7K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 993 | $25.0K | 0.00% | +127+14.7% | Added |
| Aquatic Capital Management LLC | 1,000 | $25.5K | 0.00% | −1,100−52.4% | Reduced |
| Tower Research Capital LLC (TRC) | 1,086 | $27.7K | 0.00% | −1,508−58.1% | Reduced |
| California State Teachers Retirement System | 1,100 | $28.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,360 | $34.6K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,437 | $36.6K | 0.00% | +200+16.2% | Added |
| Baldwin Brothers Inc | 1,733 | $44.7K | 0.00% | +1,733 | New |
| US Bancorp | 2,572 | $65.5K | 0.00% | +1,399+119.3% | Added |
| Tompkins Financial Corp | 3,020 | $76.9K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,555 | $90.6K | 0.00% | +752+26.8% | Added |
| EMC Capital Management | 8,709 | $127.0K | 0.10% | +1,629+23.0% | Added |
| SG Americas Securities, LLC | 6,454 | $164.0K | 0.00% | +6,454 | New |
| Public Employees Retirement System of Ohio | 7,760 | $197.6K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 7,989 | $203.5K | 0.00% | +520+7.0% | Added |
| Corebridge Financial, Inc. | 8,116 | $206.7K | 0.00% | −50−0.6% | Reduced |
| CWM, LLC | 8,172 | $208.0K | 0.00% | +2,734+50.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 8,336 | $212.3K | 0.00% | +201+2.5% | Added |
| Deutsche Bank AG | 8,375 | $213.3K | 0.00% | +108+1.3% | Added |
| MetLife Investment Management | 8,405 | $214.1K | 0.00% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 8,567 | $218.2K | 0.06% | +8,567 | New |
| XTX Topco Ltd | 8,792 | $223.9K | 0.02% | +8,792 | New |
| Hillsdale Investment Management Inc. | 9,500 | $242.0K | 0.02% | +9,500 | New |
| Sherbrooke Park Advisers LLC | 10,916 | $278.0K | 0.06% | +10,916 | New |
| State of Tennessee, Treasury Department | 11,178 | $284.7K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 11,222 | $285.8K | 0.00% | +56+0.5% | Added |
| Citigroup Inc | 11,860 | $302.1K | 0.00% | +7,874+197.5% | Added |
| Bayview Asset Management, LLC | 11,889 | $302.8K | 0.17% | −15,733−57.0% | Reduced |
| Cobblestone Capital Advisors LLC | 12,000 | $305.6K | 0.02% | 00.0% | Unchanged |
| SEI Investments Co | 12,320 | $313.8K | 0.00% | +12,320 | New |
| UBS Group AG | 12,415 | $316.2K | 0.00% | +233+1.9% | Added |
| Cornercap Investment Counsel Inc | 12,607 | $321.1K | 0.09% | −11,314−47.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 12,652 | $322.2K | 0.02% | −7,073−35.9% | Reduced |
| Royal Bank of Canada | 14,329 | $365.0K | 0.00% | −98−0.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 14,732 | $375.2K | 0.00% | +2,456+20.0% | Added |
| Summit Global Investments | 15,060 | $384.0K | 0.02% | +15,060 | New |
| Jane Street Group, LLC | 15,089 | $384.3K | 0.00% | −461−3.0% | Reduced |
| Alliancebernstein L.P. | 15,300 | $389.7K | 0.00% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 17,928 | $456.6K | 0.00% | −2,699−13.1% | Reduced |
| Franklin Resources Inc | 17,938 | $458.1K | 0.00% | +218+1.2% | Added |
| JPMorgan Chase & Co | 18,108 | $461.2K | 0.00% | +4,461+32.7% | Added |
| BNP Paribas Arbitrage, SA | 19,793 | $504.1K | 0.00% | +15,997+421.4% | Added |
| Bank of America Corp | 19,817 | $504.7K | 0.00% | −434−2.1% | Reduced |
| Los Angeles Capital Management LLC | 20,160 | $513.5K | 0.00% | +20,160 | New |
| Fourthstone LLC | 20,350 | $518.3K | 0.12% | +20,350 | New |
| Lazard Asset Management LLC | 22,027 | $561.0K | 0.00% | +8,206+59.4% | Added |
| STRS Ohio | 22,200 | $565.4K | 0.00% | −6,100−21.6% | Reduced |
| Rhumbline Advisers | 23,192 | $590.7K | 0.00% | −900−3.7% | Reduced |
| Globeflex Capital L P | 24,992 | $636.5K | 0.06% | 00.0% | Unchanged |
| Citadel Advisors LLC | 25,149 | $640.5K | 0.00% | −5,550−18.1% | Reduced |
| Invesco Ltd. | 36,233 | $922.9K | 0.00% | −28,521−44.0% | Reduced |
| Victory Capital Management Inc | 36,500 | $929.7K | 0.00% | −1,000−2.7% | Reduced |
| FMR LLC | 38,368 | $977.2K | 0.00% | +6,025+18.6% | Added |
| Nuveen Asset Management, LLC | 42,865 | $1.09M | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 44,798 | $1.14M | 0.00% | +14,606+48.4% | Added |
| Cutler Capital Management, LLC | 45,725 | $1.16M | 0.41% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 49,615 | $1.26M | 0.00% | −2,817−5.4% | Reduced |
| Thrivent Financial for Lutherans | 50,288 | $1.28M | 0.00% | −13,969−21.7% | Reduced |
| Segall Bryant & Hamill, LLC | 53,556 | $1.36M | 0.02% | +53,556 | New |
| Martingale Asset Management L P | 57,035 | $1.45M | 0.03% | +3,603+6.7% | Added |
| New York State Common Retirement Fund | 59,415 | $1.51M | 0.00% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 59,725 | $1.52M | 0.01% | +1,137+1.9% | Added |
| First Trust Advisors LP | 63,691 | $1.62M | 0.00% | +63,691 | New |
| Empowered Funds, LLC | 66,450 | $1.69M | 0.03% | +3,350+5.3% | Added |
| Federated Hermes, Inc. | 69,277 | $1.76M | 0.00% | +152+0.2% | Added |
| Two Sigma Advisers, LP | 76,887 | $1.96M | 0.00% | −4,800−5.9% | Reduced |
| AQR Capital Management LLC | 80,184 | $2.04M | 0.00% | +16,971+26.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 97,559 | $2.48M | 0.01% | +23,885+32.4% | Added |
| Ameriprise Financial Inc | 111,940 | $2.85M | 0.00% | +34,603+44.7% | Added |
| Goldman Sachs Group Inc | 114,904 | $2.93M | 0.00% | +11,542+11.2% | Added |
| Arrowstreet Capital, Limited Partnership | 123,825 | $3.15M | 0.00% | −4,230−3.3% | Reduced |
| Charles Schwab Investment Management Inc | 124,428 | $3.17M | 0.00% | +417+0.3% | Added |
| Palisades Investment Partners, LLC | 126,775 | $3.23M | 1.41% | +7,388+6.2% | Added |