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 |
|---|---|---|---|---|---|
| NBT Bank N A | 500 | $12.7K | 0.00% | +500 | New |
| Cullen/Frost Bankers, Inc. | 460 | $11.7K | 0.00% | +460 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 436 | $11.1K | 0.00% | +436 | New |
| Capital Performance Advisors LLP | 319 | $8.13K | 0.00% | +319 | New |
| Allworth Financial LP | 312 | $7.95K | 0.00% | +102+48.6% | Added |
| Smartleaf Asset Management LLC | 265 | $6.67K | 0.00% | −20−7.0% | Reduced |
| Community Bank, N.A. | 250 | $6.37K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 247 | $6.29K | 0.00% | −10,590−97.7% | Reduced |
| GAMMA Investing LLC | 206 | $5.25K | 0.00% | +71+52.6% | Added |
| Optimum Investment Advisors | 200 | $5.09K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 187 | $5.06K | 0.00% | +187 | New |
| Russell Investments Group, Ltd. | 186 | $4.74K | 0.00% | −3,678−95.2% | Reduced |
| Huntington National Bank | 165 | $4.20K | 0.00% | +165 | New |
| CIBC Private Wealth Group, LLC | 136 | $3.46K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 102 | $2.60K | 0.00% | +4+4.1% | Added |
| Covestor Ltd | 79 | $2.00K | 0.00% | −9−10.2% | Reduced |
| The PNC Financial Services Group, Inc. | 60 | $1.53K | 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 |
| Capital Advisors, Ltd. LLC | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 17 | $433 | 0.00% | +17 | New |
| Man Group plc | 0 | $0 | 0.00% | −42,123−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −24,429−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −23,951−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −21,193−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −11,621−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −1,312−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |