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 |
|---|---|---|---|---|---|
| Legal & General Group Plc | 1,592 | $39.7K | 0.00% | +155+10.8% | Added |
| US Bancorp | 1,173 | $29.3K | 0.00% | −1,399−54.4% | Reduced |
| California State Teachers Retirement System | 1,100 | $27.5K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,076 | $26.9K | 0.00% | −6,318−85.4% | Reduced |
| Great West Life Assurance Co | 938 | $23.0K | 0.00% | +117+14.3% | Added |
| Tower Research Capital LLC (TRC) | 692 | $17.3K | 0.00% | −225−24.5% | Reduced |
| Amalgamated Bank | 660 | $16.0K | 0.00% | +121+22.4% | Added |
| Coldstream Capital Management Inc | 630 | $15.7K | 0.00% | +630 | New |
| Clear Street Markets LLC | 604 | $15.1K | 0.01% | +604 | New |
| GAMMA Investing LLC | 603 | $15.1K | 0.00% | +359+147.1% | Added |
| Comerica Bank | 537 | $13.4K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 500 | $12.5K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 345 | $8.72K | 0.00% | −615−64.1% | Reduced |
| Sterling Capital Management LLC | 330 | $8.24K | 0.00% | −157−32.2% | Reduced |
| Smartleaf Asset Management LLC | 305 | $7.63K | 0.00% | +20+7.0% | Added |
| Versant Capital Management, Inc | 274 | $6.84K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 278 | $6.66K | 0.00% | +68+32.4% | Added |
| Community Bank, N.A. | 250 | $6.24K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 223 | $5.57K | 0.00% | +22+10.9% | Added |
| Optimum Investment Advisors | 200 | $4.99K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 158 | $3.94K | 0.00% | +9+6.0% | Added |
| SBI Securities Co., Ltd. | 101 | $2.52K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 83 | $2.06K | 0.00% | −19−18.6% | Reduced |
| First Horizon Advisors, Inc. | 80 | $2.00K | 0.00% | +24+42.9% | Added |
| The PNC Financial Services Group, Inc. | 77 | $1.92K | 0.00% | +17+28.3% | Added |
| Covestor Ltd | 39 | $1.00K | 0.00% | −25−39.1% | Reduced |
| Capital Advisors, Ltd. LLC | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 34 | $849 | 0.00% | −580−94.5% | Reduced |
| CoreCap Advisors, LLC | 34 | $849 | 0.00% | +34 | New |
| Rothschild Investment LLC | 20 | $499 | 0.00% | +10+100.0% | Added |
| Stephens Consulting, LLC | 15 | $375 | 0.00% | +15 | New |
| IFP Advisors, Inc | 4 | $100 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $25 | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 13 | $0 | 0.00% | +13 | New |
| 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 |