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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.

Other share classesFIISOFIISP

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.

Institutional holdersQ4 2024: 142 institutions
Q1 2021: 113 institutionsQ2 2021: 115 institutionsQ3 2021: 115 institutionsQ4 2021: 127 institutionsQ1 2022: 130 institutionsQ2 2022: 117 institutionsQ3 2022: 112 institutionsQ4 2022: 110 institutionsQ1 2023: 104 institutionsQ2 2023: 103 institutionsQ3 2023: 107 institutionsQ4 2023: 101 institutionsQ1 2024: 100 institutionsQ2 2024: 106 institutionsQ3 2024: 121 institutionsQ4 2024: 142 institutionsQ1 2025: 134 institutionsQ2 2025: 129 institutionsQ3 2025: 142 institutionsQ4 2025: 150 institutionsQ1 2026: 151 institutionsQ2 2026: 159 institutions
Value heldQ4 2024: $419.1M
Q1 2021: $328.8MQ2 2021: $325.4MQ3 2021: $334.2MQ4 2021: $348.0MQ1 2022: $322.1MQ2 2022: $276.8MQ3 2022: $254.2MQ4 2022: $257.2MQ1 2023: $202.0MQ2 2023: $161.9MQ3 2023: $168.4MQ4 2023: $209.9MQ1 2024: $186.9MQ2 2024: $197.2MQ3 2024: $288.5MQ4 2024: $419.1MQ1 2025: $413.4MQ2 2025: $417.8MQ3 2025: $443.9MQ4 2025: $492.0MQ1 2026: $502.8MQ2 2026: $611.5M
Institutions holding FISI and their total value by quarter
QuarterHoldersValue
Q2 2026159$611.5M
Q1 2026151$502.8M
Q4 2025150$492.0M
Q3 2025142$443.9M
Q2 2025129$417.8M
Q1 2025134$413.4M
Q4 2024142$419.1M
Q3 2024121$288.5M
Q2 2024106$197.2M
Q1 2024100$186.9M
Q4 2023101$209.9M
Q3 2023107$168.4M
Q2 2023103$161.9M
Q1 2023104$202.0M
Q4 2022110$257.2M
Q3 2022112$254.2M
Q2 2022117$276.8M
Q1 2022130$322.1M
Q4 2021127$348.0M
Q3 2021115$334.2M
Q2 2021115$325.4M
Q1 2021113$328.8M

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Financial Institutions Inc; share changes are against Q3 2024.

Institutions holding FISI in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
EMC Capital Management7,080$193.0K0.11%−1,629−18.7%Reduced
State of Tennessee, Treasury Department6,157$168.0K0.00%−5,021−44.9%Reduced
Hillsdale Investment Management Inc.5,000$136.4K0.01%−4,500−47.4%Reduced
Police & Firemen's Retirement System of New Jersey3,702$101.0K0.00%+3,702New
Aster Capital Management (DIFC) Ltd3,171$86.5K0.03%+3,171New
Tompkins Financial Corp3,020$82.4K0.01%00.0%Unchanged
Advisor Group Holdings, Inc.3,014$82.4K0.00%−541−15.2%Reduced
US Bancorp2,572$70.2K0.00%00.0%Unchanged
Legal & General Group Plc1,437$39.2K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.1,360$37.1K0.00%00.0%Unchanged
Picton Mahoney Asset Management1,196$32.0K0.00%+374+45.5%Added
California State Teachers Retirement System1,100$30.0K0.00%00.0%Unchanged
R Squared Ltd1,100$30.0K0.03%+1,100New
Nisa Investment Advisors, LLC960$26.5K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)917$25.0K0.00%−169−15.6%Reduced
Great West Life Assurance Co821$22.0K0.00%−172−17.3%Reduced
SRS Capital Advisors, Inc.614$16.8K0.00%00.0%Unchanged
Amalgamated Bank539$15.0K0.00%00.0%Unchanged
Comerica Bank537$14.7K0.00%00.0%Unchanged
NBT Bank N A500$13.6K0.00%00.0%Unchanged
Sterling Capital Management LLC487$13.3K0.00%+431+769.6%Added
Smartleaf Asset Management LLC285$7.70K0.00%+20+7.5%Added
Versant Capital Management, Inc274$7.48K0.00%+274New
Community Bank, N.A.250$6.82K0.00%00.0%Unchanged
GAMMA Investing LLC244$6.66K0.00%+38+18.4%Added
Larson Financial Group LLC241$6.58K0.00%+241New
Allworth Financial LP210$5.67K0.00%−102−32.7%Reduced
EverSource Wealth Advisors, LLC201$5.49K0.00%−304−60.2%Reduced
Optimum Investment Advisors200$5.46K0.00%00.0%Unchanged
Aquatic Capital Management LLC183$4.99K0.00%−817−81.7%Reduced
Russell Investments Group, Ltd.149$4.07K0.00%−37−19.9%Reduced
CIBC Private Wealth Group, LLC136$3.57K0.00%00.0%Unchanged
Farther Finance Advisors, LLC102$2.78K0.00%00.0%Unchanged
SBI Securities Co., Ltd.101$2.76K0.00%+101New
Covestor Ltd64$2.00K0.00%−15−19.0%Reduced
FNY Investment Advisers, LLC100$2.00K0.00%+100New
The PNC Financial Services Group, Inc.60$1.64K0.00%00.0%Unchanged
First Horizon Advisors, Inc.56$1.53K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC39$1.00K0.00%00.0%Unchanged
Rothschild Investment LLC10$2730.00%+10New
IFP Advisors, Inc4$1090.00%+4New
Huntington National Bank1$270.00%−164−99.4%Reduced
Zacks Investment Management0$00.00%−184,767−100.0%Sold out
Jane Street Group, LLC0$00.00%−15,089−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−12,652−100.0%Sold out
Cobblestone Capital Advisors LLC0$00.00%−12,000−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−10,916−100.0%Sold out
XTX Topco Ltd0$00.00%−8,792−100.0%Sold out
Baldwin Brothers Inc0$00.00%−1,733−100.0%Sold out
Gladius Capital Management LP0$00.00%−945−100.0%Sold out
Cullen/Frost Bankers, Inc.0$00.00%−460−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−436−100.0%Sold out
Capital Performance Advisors LLP0$00.00%−319−100.0%Sold out
Allspring Global Investments Holdings, LLC0$00.00%−247−100.0%Sold out
Continuum Advisory, LLC0$00.00%−187−100.0%Sold out
True Wealth Design, LLC0$00.00%−17−100.0%Sold out