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 |
|---|---|---|---|---|---|
| Banc Funds Co LLC | 104,000 | $2.84M | 0.31% | +104,000 | New |
| Arrowstreet Capital, Limited Partnership | 106,779 | $2.91M | 0.00% | −17,046−13.8% | Reduced |
| Goldman Sachs Group Inc | 107,133 | $2.92M | 0.00% | −7,771−6.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 112,129 | $3.06M | 0.01% | +14,570+14.9% | Added |
| PMC FIG Opportunities LLC | 113,497 | $3.10M | 7.84% | +113,497 | New |
| Endeavour Capital Advisors Inc | 115,494 | $3.15M | 1.00% | +115,494 | New |
| EJF Capital LLC | 123,691 | $3.38M | 2.32% | +123,691 | New |
| Charles Schwab Investment Management Inc | 125,323 | $3.42M | 0.00% | +895+0.7% | Added |
| Bank of New York Mellon Corp | 126,651 | $3.46M | 0.00% | −16,163−11.3% | Reduced |
| Ameriprise Financial Inc | 135,218 | $3.69M | 0.00% | +23,278+20.8% | Added |
| Palisades Investment Partners, LLC | 138,527 | $3.78M | 1.60% | +11,752+9.3% | Added |
| Bridgeway Capital Management, LLC | 139,862 | $3.82M | 0.09% | +3,412+2.5% | Added |
| Hotchkis & Wiley Capital Management LLC | 149,658 | $4.08M | 0.01% | +4,600+3.2% | Added |
| Jacobs Asset Management, LLC | 151,456 | $4.13M | 2.64% | +151,456 | New |
| Bayview Asset Management, LLC | 171,889 | $4.69M | 6.12% | +160,000+1,345.8% | Added |
| Prudential Financial Inc | 187,448 | $5.12M | 0.01% | +4,400+2.4% | Added |
| Northern Trust Corp | 195,861 | $5.35M | 0.00% | +6,637+3.5% | Added |
| Stieven Capital Advisors, L.P. | 225,000 | $6.14M | 1.09% | +225,000 | New |
| Maltese Capital Management LLC | 226,100 | $6.17M | 0.94% | +226,100 | New |
| Azora Capital LP | 227,658 | $6.21M | 0.28% | +227,658 | New |
| Alliancebernstein L.P. | 231,010 | $6.30M | 0.00% | +215,710+1,409.9% | Added |
| Morgan Stanley | 237,489 | $6.48M | 0.00% | −15,364−6.1% | Reduced |
| rhino investment partners, Inc | 261,051 | $7.12M | 1.58% | +261,051 | New |
| Canandaigua National Bank & Trust Co | 283,695 | $7.74M | 0.76% | −6,165−2.1% | Reduced |
| State Street Corp | 293,379 | $8.09M | 0.00% | +9,672+3.4% | Added |
| Basswood Capital Management, L.L.C. | 304,891 | $8.32M | 0.49% | +304,891 | New |
| Renaissance Technologies LLC | 306,900 | $8.38M | 0.01% | +13,400+4.6% | Added |
| Fourthstone LLC | 318,254 | $8.69M | 1.70% | +297,904+1,463.9% | Added |
| LSV Asset Management | 339,057 | $9.25M | 0.02% | −5,900−1.7% | Reduced |
| Acadian Asset Management LLC | 350,131 | $9.55M | 0.03% | +9,424+2.8% | Added |
| Geode Capital Management, LLC | 351,280 | $9.59M | 0.00% | −3,405−1.0% | Reduced |
| Courier Capital LLC | 352,126 | $9.61M | 0.66% | +1,887+0.5% | Added |
| Verition Fund Management LLC | 367,853 | $10.0M | 0.05% | +367,853 | New |
| Adage Capital Partners GP, L.L.C. | 409,247 | $11.2M | 0.02% | +409,247 | New |
| American Century Companies Inc | 424,825 | $11.6M | 0.01% | +117,142+38.1% | Added |
| Commonwealth Equity Services, LLC | 452,869 | $12.4M | 0.02% | −483−0.1% | Reduced |
| PL Capital Advisors, LLC | 497,751 | $13.6M | 4.64% | −1,273,765−71.9% | Reduced |
| Ategra Capital Management, LLC | 572,075 | $15.6M | 10.53% | 00.0% | Unchanged |
| Wellington Management Group LLP | 670,355 | $18.3M | 0.00% | +670,355 | New |
| Vanguard Group Inc | 925,285 | $25.3M | 0.00% | +106,612+13.0% | Added |
| Dimensional Fund Advisors LP | 971,659 | $26.5M | 0.01% | +14,733+1.5% | Added |
| BlackRock, Inc. | 1,348,563 | $36.8M | 0.00% | −33,620−2.4% | Reduced |
| Zacks Investment Management | 0 | $0 | 0.00% | −184,767−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −15,089−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −12,652−100.0% | Sold out |
| Cobblestone Capital Advisors LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −10,916−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −8,792−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −1,733−100.0% | Sold out |
| Gladius Capital Management LP | 0 | $0 | 0.00% | −945−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −460−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −436−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −319−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −247−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −187−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |