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, Q4 2024
Institutional positions in Financial Institutions Inc as of Dec 31, 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
- 142
- +21 vs. Q3 2024
- Shares held
- 15.4M
- +3.40M (+28.5%) vs. Q3 2024
- Total value
- $419.1M
- +$130.7M (+45.3%) vs. Q3 2024
- New holders
- 35
- 46 more added
- Sold out
- 14
- 34 more reduced
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Financial Institutions Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,348,563 | $36.8M | 0.00% | −33,620−2.4% | Reduced |
| Dimensional Fund Advisors LP | 971,659 | $26.5M | 0.01% | +14,733+1.5% | Added |
| Vanguard Group Inc | 925,285 | $25.3M | 0.00% | +106,612+13.0% | Added |
| Wellington Management Group LLP | 670,355 | $18.3M | 0.00% | +670,355 | New |
| Ategra Capital Management, LLC | 572,075 | $15.6M | 10.53% | 00.0% | Unchanged |
| PL Capital Advisors, LLC | 497,751 | $13.6M | 4.64% | −1,273,765−71.9% | Reduced |
| Commonwealth Equity Services, LLC | 452,869 | $12.4M | 0.02% | −483−0.1% | Reduced |
| American Century Companies Inc | 424,825 | $11.6M | 0.01% | +117,142+38.1% | Added |
| Adage Capital Partners GP, L.L.C. | 409,247 | $11.2M | 0.02% | +409,247 | New |
| Verition Fund Management LLC | 367,853 | $10.0M | 0.05% | +367,853 | New |
| Courier Capital LLC | 352,126 | $9.61M | 0.66% | +1,887+0.5% | Added |
| Geode Capital Management, LLC | 351,280 | $9.59M | 0.00% | −3,405−1.0% | Reduced |
| Acadian Asset Management LLC | 350,131 | $9.55M | 0.03% | +9,424+2.8% | Added |
| LSV Asset Management | 339,057 | $9.25M | 0.02% | −5,900−1.7% | Reduced |
| Fourthstone LLC | 318,254 | $8.69M | 1.70% | +297,904+1,463.9% | Added |
| Renaissance Technologies LLC | 306,900 | $8.38M | 0.01% | +13,400+4.6% | Added |
| Basswood Capital Management, L.L.C. | 304,891 | $8.32M | 0.49% | +304,891 | New |
| State Street Corp | 293,379 | $8.09M | 0.00% | +9,672+3.4% | Added |
| Canandaigua National Bank & Trust Co | 283,695 | $7.74M | 0.76% | −6,165−2.1% | Reduced |
| rhino investment partners, Inc | 261,051 | $7.12M | 1.58% | +261,051 | New |
| Morgan Stanley | 237,489 | $6.48M | 0.00% | −15,364−6.1% | Reduced |
| Alliancebernstein L.P. | 231,010 | $6.30M | 0.00% | +215,710+1,409.9% | Added |
| Azora Capital LP | 227,658 | $6.21M | 0.28% | +227,658 | New |
| Maltese Capital Management LLC | 226,100 | $6.17M | 0.94% | +226,100 | New |
| Stieven Capital Advisors, L.P. | 225,000 | $6.14M | 1.09% | +225,000 | New |
| Northern Trust Corp | 195,861 | $5.35M | 0.00% | +6,637+3.5% | Added |
| Prudential Financial Inc | 187,448 | $5.12M | 0.01% | +4,400+2.4% | Added |
| Bayview Asset Management, LLC | 171,889 | $4.69M | 6.12% | +160,000+1,345.8% | Added |
| Jacobs Asset Management, LLC | 151,456 | $4.13M | 2.64% | +151,456 | New |
| Hotchkis & Wiley Capital Management LLC | 149,658 | $4.08M | 0.01% | +4,600+3.2% | Added |
| Bridgeway Capital Management, LLC | 139,862 | $3.82M | 0.09% | +3,412+2.5% | Added |
| Palisades Investment Partners, LLC | 138,527 | $3.78M | 1.60% | +11,752+9.3% | Added |
| Ameriprise Financial Inc | 135,218 | $3.69M | 0.00% | +23,278+20.8% | Added |
| Bank of New York Mellon Corp | 126,651 | $3.46M | 0.00% | −16,163−11.3% | Reduced |
| Charles Schwab Investment Management Inc | 125,323 | $3.42M | 0.00% | +895+0.7% | Added |
| EJF Capital LLC | 123,691 | $3.38M | 2.32% | +123,691 | New |
| Endeavour Capital Advisors Inc | 115,494 | $3.15M | 1.00% | +115,494 | New |
| PMC FIG Opportunities LLC | 113,497 | $3.10M | 7.84% | +113,497 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 112,129 | $3.06M | 0.01% | +14,570+14.9% | Added |
| Goldman Sachs Group Inc | 107,133 | $2.92M | 0.00% | −7,771−6.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 106,779 | $2.91M | 0.00% | −17,046−13.8% | Reduced |
| Banc Funds Co LLC | 104,000 | $2.84M | 0.31% | +104,000 | New |
| Mendon Capital Advisors Corp | 100,000 | $2.73M | 1.54% | +100,000 | New |
| Boothbay Fund Management, LLC | 90,000 | $2.46M | 0.08% | +90,000 | New |
| RMB Capital Management, LLC | 89,021 | $2.43M | 0.06% | +89,021 | New |
| Two Sigma Investments, LP | 88,622 | $2.42M | 0.01% | +39,007+78.6% | Added |
| AQR Capital Management LLC | 86,616 | $2.36M | 0.00% | +6,432+8.0% | Added |
| Segall Bryant & Hamill, LLC | 83,686 | $2.28M | 0.03% | +30,130+56.3% | Added |
| Two Sigma Advisers, LP | 78,787 | $2.15M | 0.00% | +1,900+2.5% | Added |
| Franklin Resources Inc | 77,956 | $2.13M | 0.00% | +60,018+334.6% | Added |
| Empowered Funds, LLC | 69,862 | $1.91M | 0.03% | +3,412+5.1% | Added |
| Federated Hermes, Inc. | 69,277 | $1.89M | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 61,484 | $1.68M | 0.00% | +43,376+239.5% | Added |
| Jacobs Levy Equity Management, Inc | 60,320 | $1.65M | 0.01% | +595+1.0% | Added |
| New York State Common Retirement Fund | 59,415 | $1.62M | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 58,284 | $1.59M | 0.00% | −5,407−8.5% | Reduced |
| Martingale Asset Management L P | 57,035 | $1.56M | 0.04% | 00.0% | Unchanged |
| Persistent Asset Partners Ltd | 56,715 | $1.50M | 1.28% | +56,715 | New |
| Barclays PLC | 47,877 | $1.31M | 0.00% | +3,079+6.9% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 46,100 | $1.26M | 0.00% | +46,100 | New |
| Cutler Capital Management, LLC | 45,725 | $1.25M | 0.43% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 42,865 | $1.17M | 0.00% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 41,363 | $1.13M | 0.00% | −8,925−17.7% | Reduced |
| Invesco Ltd. | 38,839 | $1.06M | 0.00% | +2,606+7.2% | Added |
| FMR LLC | 37,581 | $1.03M | 0.00% | −787−2.1% | Reduced |
| Kennedy Capital Management, Inc. | 35,000 | $955.1K | 0.02% | +35,000 | New |
| Victory Capital Management Inc | 33,645 | $918.2K | 0.00% | −2,855−7.8% | Reduced |
| Lazard Asset Management LLC | 28,986 | $791.0K | 0.00% | +6,959+31.6% | Added |
| Bank of America Corp | 27,123 | $740.2K | 0.00% | +7,306+36.9% | Added |
| Millennium Management LLC | 26,378 | $719.9K | 0.00% | +26,378 | New |
| Globeflex Capital L P | 24,992 | $682.0K | 0.06% | 00.0% | Unchanged |
| Rhumbline Advisers | 23,332 | $636.7K | 0.00% | +140+0.6% | Added |
| Bailard, Inc. | 22,530 | $614.8K | 0.02% | +22,530 | New |
| Citadel Advisors LLC | 22,105 | $603.2K | 0.00% | −3,044−12.1% | Reduced |
| UBS Group AG | 21,340 | $582.4K | 0.00% | +8,925+71.9% | Added |
| STRS Ohio | 21,100 | $575.8K | 0.00% | −1,100−5.0% | Reduced |
| Great Lakes Advisors, LLC | 17,939 | $489.6K | 0.00% | +11+0.1% | Added |
| Deutsche Bank AG | 17,229 | $470.2K | 0.00% | +8,854+105.7% | Added |
| Los Angeles Capital Management LLC | 16,560 | $451.9K | 0.00% | −3,600−17.9% | Reduced |
| Quadrature Capital Ltd | 16,376 | $446.9K | 0.01% | +16,376 | New |
| Mackenzie Financial Corp | 16,114 | $439.8K | 0.00% | +16,114 | New |
| Summit Global Investments | 15,314 | $418.0K | 0.03% | +254+1.7% | Added |
| Royal Bank of Canada | 14,913 | $406.0K | 0.00% | +584+4.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 14,659 | $400.0K | 0.00% | −73−0.5% | Reduced |
| Squarepoint Ops LLC | 14,218 | $388.0K | 0.00% | +14,218 | New |
| Citigroup Inc | 12,895 | $351.9K | 0.00% | +1,035+8.7% | Added |
| Cornercap Investment Counsel Inc | 12,607 | $344.0K | 0.11% | 00.0% | Unchanged |
| Creative Planning | 10,234 | $279.3K | 0.00% | −988−8.8% | Reduced |
| Gator Capital Management, LLC | 10,000 | $272.9K | 0.10% | +10,000 | New |
| SEI Investments Co | 9,947 | $271.4K | 0.00% | −2,373−19.3% | Reduced |
| Susquehanna International Group, LLP | 9,709 | $265.0K | 0.00% | +9,709 | New |
| Wells Fargo & Company | 9,130 | $249.2K | 0.00% | +1,141+14.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 8,716 | $237.9K | 0.00% | +380+4.6% | Added |
| Stonebrook Private Inc. | 8,669 | $236.6K | 0.06% | +102+1.2% | Added |
| CWM, LLC | 8,534 | $233.0K | 0.00% | +362+4.4% | Added |
| MetLife Investment Management | 8,405 | $229.4K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 7,760 | $211.8K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 7,547 | $206.0K | 0.00% | −569−7.0% | Reduced |
| SG Americas Securities, LLC | 7,418 | $202.0K | 0.00% | +964+14.9% | Added |
| BNP Paribas Arbitrage, SA | 7,394 | $201.8K | 0.00% | −12,399−62.6% | Reduced |