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, Q1 2025
Institutional positions in Financial Institutions Inc as of Mar 31, 2025. 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
- 134
- −7 vs. Q4 2024
- Shares held
- 16.6M
- +1.24M (+8.1%) vs. Q4 2024
- Total value
- $413.4M
- −$4.60M (−1.1%) vs. Q4 2024
- New holders
- 18
- 58 more added
- Sold out
- 25
- 40 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Financial Institutions Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,538,154 | $38.4M | 0.00% | +189,591+14.1% | Added |
| PL Capital Advisors, LLC | 1,261,010 | $31.5M | 10.57% | +763,259+153.3% | Added |
| Dimensional Fund Advisors LP | 1,060,813 | $26.5M | 0.01% | +89,154+9.2% | Added |
| Vanguard Group Inc | 1,031,395 | $25.7M | 0.00% | +106,110+11.5% | Added |
| Adage Capital Partners GP, L.L.C. | 775,171 | $19.3M | 0.04% | +365,924+89.4% | Added |
| Wellington Management Group LLP | 612,133 | $15.3M | 0.00% | −58,222−8.7% | Reduced |
| Ategra Capital Management, LLC | 572,075 | $14.3M | 11.54% | 00.0% | Unchanged |
| Fourthstone LLC | 547,087 | $13.7M | 3.39% | +228,833+71.9% | Added |
| Verition Fund Management LLC | 450,491 | $11.2M | 0.06% | +82,638+22.5% | Added |
| Geode Capital Management, LLC | 450,095 | $11.2M | 0.00% | +98,815+28.1% | Added |
| Commonwealth Equity Services, LLC | 413,304 | $10.3M | 0.01% | −39,565−8.7% | Reduced |
| American Century Companies Inc | 379,204 | $9.46M | 0.01% | −45,621−10.7% | Reduced |
| Courier Capital LLC | 352,584 | $8.80M | 0.58% | +458+0.1% | Added |
| Hotchkis & Wiley Capital Management LLC | 348,478 | $8.70M | 0.03% | +198,820+132.8% | Added |
| JPMorgan Chase & Co | 330,653 | $8.25M | 0.00% | +269,169+437.8% | Added |
| LSV Asset Management | 325,757 | $8.13M | 0.02% | −13,300−3.9% | Reduced |
| State Street Corp | 311,181 | $7.86M | 0.00% | +17,802+6.1% | Added |
| rhino investment partners, Inc | 313,082 | $7.81M | 1.93% | +52,031+19.9% | Added |
| Acadian Asset Management LLC | 308,188 | $7.69M | 0.02% | −41,943−12.0% | Reduced |
| Renaissance Technologies LLC | 302,900 | $7.56M | 0.01% | −4,000−1.3% | Reduced |
| Canandaigua National Bank & Trust Co | 280,045 | $6.99M | 0.70% | −3,650−1.3% | Reduced |
| Maltese Capital Management LLC | 226,100 | $5.64M | 0.92% | 00.0% | Unchanged |
| Stieven Capital Advisors, L.P. | 225,500 | $5.63M | 1.09% | +500+0.2% | Added |
| Morgan Stanley | 223,857 | $5.59M | 0.00% | −13,632−5.7% | Reduced |
| Northern Trust Corp | 219,090 | $5.47M | 0.00% | +23,229+11.9% | Added |
| Azora Capital LP | 208,819 | $5.21M | 0.35% | −18,839−8.3% | Reduced |
| Alliancebernstein L.P. | 197,326 | $4.93M | 0.00% | −33,684−14.6% | Reduced |
| Charles Schwab Investment Management Inc | 160,338 | $4.00M | 0.00% | +35,015+27.9% | Added |
| Millennium Management LLC | 147,332 | $3.68M | 0.00% | +120,954+458.5% | Added |
| Bridgeway Capital Management, LLC | 144,841 | $3.62M | 0.09% | +4,979+3.6% | Added |
| Palisades Investment Partners, LLC | 138,147 | $3.45M | 1.73% | −380−0.3% | Reduced |
| Bank of New York Mellon Corp | 138,103 | $3.45M | 0.00% | +11,452+9.0% | Added |
| Jacobs Asset Management, LLC | 124,696 | $3.11M | 1.97% | −26,760−17.7% | Reduced |
| Endeavour Capital Advisors Inc | 115,694 | $2.89M | 1.07% | +200+0.2% | Added |
| Mendon Capital Advisors Corp | 111,720 | $2.79M | 1.29% | +11,720+11.7% | Added |
| Two Sigma Investments, LP | 105,954 | $2.64M | 0.01% | +17,332+19.6% | Added |
| Banc Funds Co LLC | 104,000 | $2.60M | 0.34% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 100,000 | $2.50M | 0.06% | +10,979+12.3% | Added |
| AQR Capital Management LLC | 97,206 | $2.43M | 0.00% | +10,590+12.2% | Added |
| Two Sigma Advisers, LP | 88,987 | $2.22M | 0.01% | +10,200+12.9% | Added |
| Franklin Resources Inc | 88,138 | $2.20M | 0.00% | +10,182+13.1% | Added |
| Arrowstreet Capital, Limited Partnership | 86,418 | $2.16M | 0.00% | −20,361−19.1% | Reduced |
| Segall Bryant & Hamill, LLC | 81,241 | $2.03M | 0.03% | −2,445−2.9% | Reduced |
| Bayview Asset Management, LLC | 80,085 | $2.00M | 2.25% | −91,804−53.4% | Reduced |
| Empowered Funds, LLC | 74,841 | $1.87M | 0.03% | +4,979+7.1% | Added |
| Ameriprise Financial Inc | 74,645 | $1.86M | 0.00% | −60,573−44.8% | Reduced |
| Goldman Sachs Group Inc | 73,997 | $1.85M | 0.00% | −33,136−30.9% | Reduced |
| First Trust Advisors LP | 72,195 | $1.80M | 0.00% | +13,911+23.9% | Added |
| Federated Hermes, Inc. | 69,274 | $1.73M | 0.00% | −30.0% | Reduced |
| Prudential Financial Inc | 61,776 | $1.54M | 0.00% | −125,672−67.0% | Reduced |
| New York State Common Retirement Fund | 59,415 | $1.48M | 0.00% | 00.0% | Unchanged |
| Nuveen, LLC | 47,237 | $1.18M | 0.00% | +47,237 | New |
| Cutler Capital Management, LLC | 47,025 | $1.17M | 0.41% | +1,300+2.8% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 46,100 | $1.15M | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 41,672 | $1.04M | 0.00% | −6,205−13.0% | Reduced |
| FMR LLC | 39,016 | $973.8K | 0.00% | +1,435+3.8% | Added |
| Invesco Ltd. | 37,189 | $928.2K | 0.00% | −1,650−4.2% | Reduced |
| Victory Capital Management Inc | 37,000 | $923.5K | 0.00% | +3,355+10.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 36,316 | $906.4K | 0.00% | −75,813−67.6% | Reduced |
| Lazard Asset Management LLC | 35,513 | $886.0K | 0.00% | +6,527+22.5% | Added |
| Susquehanna International Group, LLP | 26,095 | $651.3K | 0.00% | +16,386+168.8% | Added |
| Citadel Advisors LLC | 24,866 | $620.7K | 0.00% | +2,761+12.5% | Added |
| Rhumbline Advisers | 24,489 | $611.2K | 0.00% | +1,157+5.0% | Added |
| Kennedy Capital Management, Inc. | 24,052 | $600.3K | 0.01% | −10,948−31.3% | Reduced |
| UBS Group AG | 22,594 | $563.9K | 0.00% | +1,254+5.9% | Added |
| Martingale Asset Management L P | 21,620 | $539.6K | 0.01% | −35,415−62.1% | Reduced |
| Bank of America Corp | 21,328 | $532.3K | 0.00% | −5,795−21.4% | Reduced |
| Great Lakes Advisors, LLC | 17,486 | $436.5K | 0.00% | −453−2.5% | Reduced |
| Squarepoint Ops LLC | 16,715 | $417.2K | 0.00% | +2,497+17.6% | Added |
| Quantbot Technologies LP | 16,532 | $412.6K | 0.01% | +16,532 | New |
| Dynamic Technology Lab Private Ltd | 16,043 | $400.0K | 0.06% | +16,043 | New |
| Jane Street Group, LLC | 15,026 | $375.0K | 0.00% | +15,026 | New |
| Deutsche Bank AG | 14,855 | $370.8K | 0.00% | −2,374−13.8% | Reduced |
| SEI Investments Co | 14,747 | $368.1K | 0.00% | +4,800+48.3% | Added |
| Citigroup Inc | 14,705 | $367.0K | 0.00% | +1,810+14.0% | Added |
| Trexquant Investment LP | 13,869 | $346.2K | 0.00% | +13,869 | New |
| Creative Planning | 13,263 | $331.0K | 0.00% | +3,029+29.6% | Added |
| Susquehanna Fundamental Investments, LLC | 12,437 | $310.4K | 0.01% | +12,437 | New |
| Royal Bank of Canada | 12,042 | $301.0K | 0.00% | −2,871−19.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 11,920 | $297.5K | 0.00% | −2,739−18.7% | Reduced |
| Engineers Gate Manager LP | 11,694 | $291.9K | 0.00% | +11,694 | New |
| Wells Fargo & Company | 11,487 | $286.7K | 0.00% | +2,357+25.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 11,333 | $282.9K | 0.00% | +2,617+30.0% | Added |
| MetLife Investment Management | 11,085 | $276.7K | 0.00% | +2,680+31.9% | Added |
| Advisory Services Network, LLC | 9,937 | $248.0K | 0.00% | +9,937 | New |
| Corebridge Financial, Inc. | 9,375 | $234.0K | 0.00% | +1,828+24.2% | Added |
| Intech Investment Management LLC | 9,230 | $230.4K | 0.00% | +9,230 | New |
| CWM, LLC | 9,222 | $230.0K | 0.00% | +688+8.1% | Added |
| Thrivent Financial for Lutherans | 9,191 | $229.0K | 0.00% | −32,172−77.8% | Reduced |
| Stonebrook Private Inc. | 8,684 | $216.8K | 0.06% | +15+0.2% | Added |
| Centiva Capital, LP | 8,586 | $214.3K | 0.01% | +8,586 | New |
| Price T Rowe Associates Inc | 8,259 | $207.0K | 0.00% | +8,259 | New |
| State of Wisconsin Investment Board | 8,223 | $205.2K | 0.00% | +8,223 | New |
| Jump Financial, LLC | 8,196 | $204.6K | 0.00% | +8,196 | New |
| EMC Capital Management | 7,080 | $177.0K | 0.11% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 6,199 | $155.0K | 0.00% | −1,219−16.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 3,702 | $92.4K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 3,020 | $75.4K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,870 | $71.7K | 0.00% | −144−4.8% | Reduced |
| Ameritas Investment Partners, Inc. | 1,936 | $48.3K | 0.00% | +576+42.4% | Added |