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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 13 | $0 | 0.00% | +13 | New |
| Huntington National Bank | 1 | $25 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4 | $100 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 15 | $375 | 0.00% | +15 | New |
| Rothschild Investment LLC | 20 | $499 | 0.00% | +10+100.0% | Added |
| SRS Capital Advisors, Inc. | 34 | $849 | 0.00% | −580−94.5% | Reduced |
| CoreCap Advisors, LLC | 34 | $849 | 0.00% | +34 | New |
| Covestor Ltd | 39 | $1.00K | 0.00% | −25−39.1% | Reduced |
| Capital Advisors, Ltd. LLC | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 77 | $1.92K | 0.00% | +17+28.3% | Added |
| First Horizon Advisors, Inc. | 80 | $2.00K | 0.00% | +24+42.9% | Added |
| Farther Finance Advisors, LLC | 83 | $2.06K | 0.00% | −19−18.6% | Reduced |
| SBI Securities Co., Ltd. | 101 | $2.52K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 158 | $3.94K | 0.00% | +9+6.0% | Added |
| Optimum Investment Advisors | 200 | $4.99K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 223 | $5.57K | 0.00% | +22+10.9% | Added |
| Community Bank, N.A. | 250 | $6.24K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 278 | $6.66K | 0.00% | +68+32.4% | Added |
| Versant Capital Management, Inc | 274 | $6.84K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 305 | $7.63K | 0.00% | +20+7.0% | Added |
| Sterling Capital Management LLC | 330 | $8.24K | 0.00% | −157−32.2% | Reduced |
| Nisa Investment Advisors, LLC | 345 | $8.72K | 0.00% | −615−64.1% | Reduced |
| NBT Bank N A | 500 | $12.5K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 537 | $13.4K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 603 | $15.1K | 0.00% | +359+147.1% | Added |
| Clear Street Markets LLC | 604 | $15.1K | 0.01% | +604 | New |
| Coldstream Capital Management Inc | 630 | $15.7K | 0.00% | +630 | New |
| Amalgamated Bank | 660 | $16.0K | 0.00% | +121+22.4% | Added |
| Tower Research Capital LLC (TRC) | 692 | $17.3K | 0.00% | −225−24.5% | Reduced |
| Great West Life Assurance Co | 938 | $23.0K | 0.00% | +117+14.3% | Added |
| BNP Paribas Arbitrage, SA | 1,076 | $26.9K | 0.00% | −6,318−85.4% | Reduced |
| California State Teachers Retirement System | 1,100 | $27.5K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,173 | $29.3K | 0.00% | −1,399−54.4% | Reduced |
| Legal & General Group Plc | 1,592 | $39.7K | 0.00% | +155+10.8% | Added |
| Ameritas Investment Partners, Inc. | 1,936 | $48.3K | 0.00% | +576+42.4% | Added |
| Advisor Group Holdings, Inc. | 2,870 | $71.7K | 0.00% | −144−4.8% | Reduced |
| Tompkins Financial Corp | 3,020 | $75.4K | 0.01% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 3,702 | $92.4K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 6,199 | $155.0K | 0.00% | −1,219−16.4% | Reduced |
| EMC Capital Management | 7,080 | $177.0K | 0.11% | 00.0% | Unchanged |
| Jump Financial, LLC | 8,196 | $204.6K | 0.00% | +8,196 | New |
| State of Wisconsin Investment Board | 8,223 | $205.2K | 0.00% | +8,223 | New |
| Price T Rowe Associates Inc | 8,259 | $207.0K | 0.00% | +8,259 | New |
| Centiva Capital, LP | 8,586 | $214.3K | 0.01% | +8,586 | New |
| Stonebrook Private Inc. | 8,684 | $216.8K | 0.06% | +15+0.2% | Added |
| Thrivent Financial for Lutherans | 9,191 | $229.0K | 0.00% | −32,172−77.8% | Reduced |
| CWM, LLC | 9,222 | $230.0K | 0.00% | +688+8.1% | Added |
| Intech Investment Management LLC | 9,230 | $230.4K | 0.00% | +9,230 | New |
| Corebridge Financial, Inc. | 9,375 | $234.0K | 0.00% | +1,828+24.2% | Added |
| Advisory Services Network, LLC | 9,937 | $248.0K | 0.00% | +9,937 | New |
| MetLife Investment Management | 11,085 | $276.7K | 0.00% | +2,680+31.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 11,333 | $282.9K | 0.00% | +2,617+30.0% | Added |
| Wells Fargo & Company | 11,487 | $286.7K | 0.00% | +2,357+25.8% | Added |
| Engineers Gate Manager LP | 11,694 | $291.9K | 0.00% | +11,694 | New |
| Wealth Enhancement Advisory Services, LLC | 11,920 | $297.5K | 0.00% | −2,739−18.7% | Reduced |
| Royal Bank of Canada | 12,042 | $301.0K | 0.00% | −2,871−19.3% | Reduced |
| Susquehanna Fundamental Investments, LLC | 12,437 | $310.4K | 0.01% | +12,437 | New |
| Creative Planning | 13,263 | $331.0K | 0.00% | +3,029+29.6% | Added |
| Trexquant Investment LP | 13,869 | $346.2K | 0.00% | +13,869 | New |
| Citigroup Inc | 14,705 | $367.0K | 0.00% | +1,810+14.0% | Added |
| SEI Investments Co | 14,747 | $368.1K | 0.00% | +4,800+48.3% | Added |
| Deutsche Bank AG | 14,855 | $370.8K | 0.00% | −2,374−13.8% | Reduced |
| Jane Street Group, LLC | 15,026 | $375.0K | 0.00% | +15,026 | New |
| Dynamic Technology Lab Private Ltd | 16,043 | $400.0K | 0.06% | +16,043 | New |
| Quantbot Technologies LP | 16,532 | $412.6K | 0.01% | +16,532 | New |
| Squarepoint Ops LLC | 16,715 | $417.2K | 0.00% | +2,497+17.6% | Added |
| Great Lakes Advisors, LLC | 17,486 | $436.5K | 0.00% | −453−2.5% | Reduced |
| Bank of America Corp | 21,328 | $532.3K | 0.00% | −5,795−21.4% | Reduced |
| Martingale Asset Management L P | 21,620 | $539.6K | 0.01% | −35,415−62.1% | Reduced |
| UBS Group AG | 22,594 | $563.9K | 0.00% | +1,254+5.9% | Added |
| Kennedy Capital Management, Inc. | 24,052 | $600.3K | 0.01% | −10,948−31.3% | Reduced |
| Rhumbline Advisers | 24,489 | $611.2K | 0.00% | +1,157+5.0% | Added |
| Citadel Advisors LLC | 24,866 | $620.7K | 0.00% | +2,761+12.5% | Added |
| Susquehanna International Group, LLP | 26,095 | $651.3K | 0.00% | +16,386+168.8% | Added |
| Lazard Asset Management LLC | 35,513 | $886.0K | 0.00% | +6,527+22.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 36,316 | $906.4K | 0.00% | −75,813−67.6% | Reduced |
| Victory Capital Management Inc | 37,000 | $923.5K | 0.00% | +3,355+10.0% | Added |
| Invesco Ltd. | 37,189 | $928.2K | 0.00% | −1,650−4.2% | Reduced |
| FMR LLC | 39,016 | $973.8K | 0.00% | +1,435+3.8% | Added |
| Barclays PLC | 41,672 | $1.04M | 0.00% | −6,205−13.0% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 46,100 | $1.15M | 0.00% | 00.0% | Unchanged |
| Cutler Capital Management, LLC | 47,025 | $1.17M | 0.41% | +1,300+2.8% | Added |
| Nuveen, LLC | 47,237 | $1.18M | 0.00% | +47,237 | New |
| New York State Common Retirement Fund | 59,415 | $1.48M | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 61,776 | $1.54M | 0.00% | −125,672−67.0% | Reduced |
| Federated Hermes, Inc. | 69,274 | $1.73M | 0.00% | −30.0% | Reduced |
| First Trust Advisors LP | 72,195 | $1.80M | 0.00% | +13,911+23.9% | Added |
| Goldman Sachs Group Inc | 73,997 | $1.85M | 0.00% | −33,136−30.9% | Reduced |
| Ameriprise Financial Inc | 74,645 | $1.86M | 0.00% | −60,573−44.8% | Reduced |
| Empowered Funds, LLC | 74,841 | $1.87M | 0.03% | +4,979+7.1% | Added |
| Bayview Asset Management, LLC | 80,085 | $2.00M | 2.25% | −91,804−53.4% | Reduced |
| Segall Bryant & Hamill, LLC | 81,241 | $2.03M | 0.03% | −2,445−2.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 86,418 | $2.16M | 0.00% | −20,361−19.1% | Reduced |
| Franklin Resources Inc | 88,138 | $2.20M | 0.00% | +10,182+13.1% | Added |
| Two Sigma Advisers, LP | 88,987 | $2.22M | 0.01% | +10,200+12.9% | Added |
| AQR Capital Management LLC | 97,206 | $2.43M | 0.00% | +10,590+12.2% | Added |
| RMB Capital Management, LLC | 100,000 | $2.50M | 0.06% | +10,979+12.3% | Added |
| Banc Funds Co LLC | 104,000 | $2.60M | 0.34% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 105,954 | $2.64M | 0.01% | +17,332+19.6% | Added |
| Mendon Capital Advisors Corp | 111,720 | $2.79M | 1.29% | +11,720+11.7% | Added |