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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $27 | 0.00% | −164−99.4% | Reduced |
| IFP Advisors, Inc | 4 | $109 | 0.00% | +4 | New |
| Rothschild Investment LLC | 10 | $273 | 0.00% | +10 | New |
| Capital Advisors, Ltd. LLC | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 56 | $1.53K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 60 | $1.64K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 64 | $2.00K | 0.00% | −15−19.0% | Reduced |
| FNY Investment Advisers, LLC | 100 | $2.00K | 0.00% | +100 | New |
| SBI Securities Co., Ltd. | 101 | $2.76K | 0.00% | +101 | New |
| Farther Finance Advisors, LLC | 102 | $2.78K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 136 | $3.57K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 149 | $4.07K | 0.00% | −37−19.9% | Reduced |
| Aquatic Capital Management LLC | 183 | $4.99K | 0.00% | −817−81.7% | Reduced |
| Optimum Investment Advisors | 200 | $5.46K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 201 | $5.49K | 0.00% | −304−60.2% | Reduced |
| Allworth Financial LP | 210 | $5.67K | 0.00% | −102−32.7% | Reduced |
| Larson Financial Group LLC | 241 | $6.58K | 0.00% | +241 | New |
| GAMMA Investing LLC | 244 | $6.66K | 0.00% | +38+18.4% | Added |
| Community Bank, N.A. | 250 | $6.82K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 274 | $7.48K | 0.00% | +274 | New |
| Smartleaf Asset Management LLC | 285 | $7.70K | 0.00% | +20+7.5% | Added |
| Sterling Capital Management LLC | 487 | $13.3K | 0.00% | +431+769.6% | Added |
| NBT Bank N A | 500 | $13.6K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 537 | $14.7K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 539 | $15.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 614 | $16.8K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 821 | $22.0K | 0.00% | −172−17.3% | Reduced |
| Tower Research Capital LLC (TRC) | 917 | $25.0K | 0.00% | −169−15.6% | Reduced |
| Nisa Investment Advisors, LLC | 960 | $26.5K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,100 | $30.0K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 1,100 | $30.0K | 0.03% | +1,100 | New |
| Picton Mahoney Asset Management | 1,196 | $32.0K | 0.00% | +374+45.5% | Added |
| Ameritas Investment Partners, Inc. | 1,360 | $37.1K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,437 | $39.2K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,572 | $70.2K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,014 | $82.4K | 0.00% | −541−15.2% | Reduced |
| Tompkins Financial Corp | 3,020 | $82.4K | 0.01% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 3,171 | $86.5K | 0.03% | +3,171 | New |
| Police & Firemen's Retirement System of New Jersey | 3,702 | $101.0K | 0.00% | +3,702 | New |
| Hillsdale Investment Management Inc. | 5,000 | $136.4K | 0.01% | −4,500−47.4% | Reduced |
| State of Tennessee, Treasury Department | 6,157 | $168.0K | 0.00% | −5,021−44.9% | Reduced |
| EMC Capital Management | 7,080 | $193.0K | 0.11% | −1,629−18.7% | Reduced |
| BNP Paribas Arbitrage, SA | 7,394 | $201.8K | 0.00% | −12,399−62.6% | Reduced |
| SG Americas Securities, LLC | 7,418 | $202.0K | 0.00% | +964+14.9% | Added |
| Corebridge Financial, Inc. | 7,547 | $206.0K | 0.00% | −569−7.0% | Reduced |
| Public Employees Retirement System of Ohio | 7,760 | $211.8K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 8,405 | $229.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 8,534 | $233.0K | 0.00% | +362+4.4% | Added |
| Stonebrook Private Inc. | 8,669 | $236.6K | 0.06% | +102+1.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 8,716 | $237.9K | 0.00% | +380+4.6% | Added |
| Wells Fargo & Company | 9,130 | $249.2K | 0.00% | +1,141+14.3% | Added |
| Susquehanna International Group, LLP | 9,709 | $265.0K | 0.00% | +9,709 | New |
| SEI Investments Co | 9,947 | $271.4K | 0.00% | −2,373−19.3% | Reduced |
| Gator Capital Management, LLC | 10,000 | $272.9K | 0.10% | +10,000 | New |
| Creative Planning | 10,234 | $279.3K | 0.00% | −988−8.8% | Reduced |
| Cornercap Investment Counsel Inc | 12,607 | $344.0K | 0.11% | 00.0% | Unchanged |
| Citigroup Inc | 12,895 | $351.9K | 0.00% | +1,035+8.7% | Added |
| Squarepoint Ops LLC | 14,218 | $388.0K | 0.00% | +14,218 | New |
| Wealth Enhancement Advisory Services, LLC | 14,659 | $400.0K | 0.00% | −73−0.5% | Reduced |
| Royal Bank of Canada | 14,913 | $406.0K | 0.00% | +584+4.1% | Added |
| Summit Global Investments | 15,314 | $418.0K | 0.03% | +254+1.7% | Added |
| Mackenzie Financial Corp | 16,114 | $439.8K | 0.00% | +16,114 | New |
| Quadrature Capital Ltd | 16,376 | $446.9K | 0.01% | +16,376 | New |
| Los Angeles Capital Management LLC | 16,560 | $451.9K | 0.00% | −3,600−17.9% | Reduced |
| Deutsche Bank AG | 17,229 | $470.2K | 0.00% | +8,854+105.7% | Added |
| Great Lakes Advisors, LLC | 17,939 | $489.6K | 0.00% | +11+0.1% | Added |
| STRS Ohio | 21,100 | $575.8K | 0.00% | −1,100−5.0% | Reduced |
| UBS Group AG | 21,340 | $582.4K | 0.00% | +8,925+71.9% | Added |
| Citadel Advisors LLC | 22,105 | $603.2K | 0.00% | −3,044−12.1% | Reduced |
| Bailard, Inc. | 22,530 | $614.8K | 0.02% | +22,530 | New |
| Rhumbline Advisers | 23,332 | $636.7K | 0.00% | +140+0.6% | Added |
| Globeflex Capital L P | 24,992 | $682.0K | 0.06% | 00.0% | Unchanged |
| Millennium Management LLC | 26,378 | $719.9K | 0.00% | +26,378 | New |
| Bank of America Corp | 27,123 | $740.2K | 0.00% | +7,306+36.9% | Added |
| Lazard Asset Management LLC | 28,986 | $791.0K | 0.00% | +6,959+31.6% | Added |
| Victory Capital Management Inc | 33,645 | $918.2K | 0.00% | −2,855−7.8% | Reduced |
| Kennedy Capital Management, Inc. | 35,000 | $955.1K | 0.02% | +35,000 | New |
| FMR LLC | 37,581 | $1.03M | 0.00% | −787−2.1% | Reduced |
| Invesco Ltd. | 38,839 | $1.06M | 0.00% | +2,606+7.2% | Added |
| Thrivent Financial for Lutherans | 41,363 | $1.13M | 0.00% | −8,925−17.7% | Reduced |
| Nuveen Asset Management, LLC | 42,865 | $1.17M | 0.00% | 00.0% | Unchanged |
| Cutler Capital Management, LLC | 45,725 | $1.25M | 0.43% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 46,100 | $1.26M | 0.00% | +46,100 | New |
| Barclays PLC | 47,877 | $1.31M | 0.00% | +3,079+6.9% | Added |
| Persistent Asset Partners Ltd | 56,715 | $1.50M | 1.28% | +56,715 | New |
| Martingale Asset Management L P | 57,035 | $1.56M | 0.04% | 00.0% | Unchanged |
| First Trust Advisors LP | 58,284 | $1.59M | 0.00% | −5,407−8.5% | Reduced |
| New York State Common Retirement Fund | 59,415 | $1.62M | 0.00% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 60,320 | $1.65M | 0.01% | +595+1.0% | Added |
| JPMorgan Chase & Co | 61,484 | $1.68M | 0.00% | +43,376+239.5% | Added |
| Federated Hermes, Inc. | 69,277 | $1.89M | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 69,862 | $1.91M | 0.03% | +3,412+5.1% | Added |
| Franklin Resources Inc | 77,956 | $2.13M | 0.00% | +60,018+334.6% | Added |
| Two Sigma Advisers, LP | 78,787 | $2.15M | 0.00% | +1,900+2.5% | Added |
| Segall Bryant & Hamill, LLC | 83,686 | $2.28M | 0.03% | +30,130+56.3% | Added |
| AQR Capital Management LLC | 86,616 | $2.36M | 0.00% | +6,432+8.0% | Added |
| Two Sigma Investments, LP | 88,622 | $2.42M | 0.01% | +39,007+78.6% | Added |
| RMB Capital Management, LLC | 89,021 | $2.43M | 0.06% | +89,021 | New |
| Boothbay Fund Management, LLC | 90,000 | $2.46M | 0.08% | +90,000 | New |
| Mendon Capital Advisors Corp | 100,000 | $2.73M | 1.54% | +100,000 | New |