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 |
|---|---|---|---|---|---|
| Endeavour Capital Advisors Inc | 115,694 | $2.89M | 1.07% | +200+0.2% | Added |
| Jacobs Asset Management, LLC | 124,696 | $3.11M | 1.97% | −26,760−17.7% | Reduced |
| Bank of New York Mellon Corp | 138,103 | $3.45M | 0.00% | +11,452+9.0% | Added |
| Palisades Investment Partners, LLC | 138,147 | $3.45M | 1.73% | −380−0.3% | Reduced |
| Bridgeway Capital Management, LLC | 144,841 | $3.62M | 0.09% | +4,979+3.6% | Added |
| Millennium Management LLC | 147,332 | $3.68M | 0.00% | +120,954+458.5% | Added |
| Charles Schwab Investment Management Inc | 160,338 | $4.00M | 0.00% | +35,015+27.9% | Added |
| Alliancebernstein L.P. | 197,326 | $4.93M | 0.00% | −33,684−14.6% | Reduced |
| Azora Capital LP | 208,819 | $5.21M | 0.35% | −18,839−8.3% | Reduced |
| Northern Trust Corp | 219,090 | $5.47M | 0.00% | +23,229+11.9% | Added |
| Morgan Stanley | 223,857 | $5.59M | 0.00% | −13,632−5.7% | Reduced |
| Stieven Capital Advisors, L.P. | 225,500 | $5.63M | 1.09% | +500+0.2% | Added |
| Maltese Capital Management LLC | 226,100 | $5.64M | 0.92% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 280,045 | $6.99M | 0.70% | −3,650−1.3% | Reduced |
| Renaissance Technologies LLC | 302,900 | $7.56M | 0.01% | −4,000−1.3% | Reduced |
| Acadian Asset Management LLC | 308,188 | $7.69M | 0.02% | −41,943−12.0% | Reduced |
| rhino investment partners, Inc | 313,082 | $7.81M | 1.93% | +52,031+19.9% | Added |
| State Street Corp | 311,181 | $7.86M | 0.00% | +17,802+6.1% | Added |
| LSV Asset Management | 325,757 | $8.13M | 0.02% | −13,300−3.9% | Reduced |
| JPMorgan Chase & Co | 330,653 | $8.25M | 0.00% | +269,169+437.8% | Added |
| Hotchkis & Wiley Capital Management LLC | 348,478 | $8.70M | 0.03% | +198,820+132.8% | Added |
| Courier Capital LLC | 352,584 | $8.80M | 0.58% | +458+0.1% | Added |
| American Century Companies Inc | 379,204 | $9.46M | 0.01% | −45,621−10.7% | Reduced |
| Commonwealth Equity Services, LLC | 413,304 | $10.3M | 0.01% | −39,565−8.7% | Reduced |
| Geode Capital Management, LLC | 450,095 | $11.2M | 0.00% | +98,815+28.1% | Added |
| Verition Fund Management LLC | 450,491 | $11.2M | 0.06% | +82,638+22.5% | Added |
| Fourthstone LLC | 547,087 | $13.7M | 3.39% | +228,833+71.9% | Added |
| Ategra Capital Management, LLC | 572,075 | $14.3M | 11.54% | 00.0% | Unchanged |
| Wellington Management Group LLP | 612,133 | $15.3M | 0.00% | −58,222−8.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 775,171 | $19.3M | 0.04% | +365,924+89.4% | Added |
| Vanguard Group Inc | 1,031,395 | $25.7M | 0.00% | +106,110+11.5% | Added |
| Dimensional Fund Advisors LP | 1,060,813 | $26.5M | 0.01% | +89,154+9.2% | Added |
| PL Capital Advisors, LLC | 1,261,010 | $31.5M | 10.57% | +763,259+153.3% | Added |
| BlackRock, Inc. | 1,538,154 | $38.4M | 0.00% | +189,591+14.1% | Added |
| Basswood Capital Management, L.L.C. | 0 | $0 | 0.00% | −304,891−100.0% | Sold out |
| EJF Capital LLC | 0 | $0 | 0.00% | −123,691−100.0% | Sold out |
| PMC FIG Opportunities LLC | 0 | $0 | 0.00% | −113,497−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −90,000−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −60,320−100.0% | Sold out |
| Persistent Asset Partners Ltd | 0 | $0 | 0.00% | −56,715−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −24,992−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −22,530−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −21,100−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −16,560−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −16,376−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −16,114−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −15,314−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −12,607−100.0% | Sold out |
| Gator Capital Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −7,760−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −6,157−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −3,171−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −1,196−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −241−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −183−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −136−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |