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, Q2 2025
Institutional positions in Financial Institutions Inc as of Jun 30, 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
- 129
- −5 vs. Q1 2025
- Shares held
- 16.3M
- −293.9K (−1.8%) vs. Q1 2025
- Total value
- $417.8M
- +$4.42M (+1.1%) vs. Q1 2025
- New holders
- 10
- 56 more added
- Sold out
- 15
- 42 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Financial Institutions Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,490,512 | $38.3M | 0.00% | −47,642−3.1% | Reduced |
| PL Capital Advisors, LLC | 1,361,510 | $35.0M | 11.67% | +100,500+8.0% | Added |
| Vanguard Group Inc | 1,055,188 | $27.1M | 0.00% | +23,793+2.3% | Added |
| Dimensional Fund Advisors LP | 1,005,153 | $25.8M | 0.01% | −55,660−5.2% | Reduced |
| Fourthstone LLC | 846,661 | $21.7M | 4.27% | +299,574+54.8% | Added |
| Adage Capital Partners GP, L.L.C. | 778,821 | $20.0M | 0.03% | +3,650+0.5% | Added |
| Ategra Capital Management, LLC | 572,075 | $14.7M | 11.68% | 00.0% | Unchanged |
| Wellington Management Group LLP | 549,527 | $14.1M | 0.00% | −62,606−10.2% | Reduced |
| State Street Corp | 523,730 | $13.6M | 0.00% | +212,549+68.3% | Added |
| Geode Capital Management, LLC | 477,865 | $12.3M | 0.00% | +27,770+6.2% | Added |
| Commonwealth Equity Services, LLC | 418,022 | $10.7M | 0.01% | +4,718+1.1% | Added |
| Verition Fund Management LLC | 405,319 | $10.4M | 0.06% | −45,172−10.0% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 384,248 | $9.87M | 0.03% | +35,770+10.3% | Added |
| JPMorgan Chase & Co | 342,834 | $8.80M | 0.00% | +12,181+3.7% | Added |
| Renaissance Technologies LLC | 301,000 | $7.73M | 0.01% | −1,900−0.6% | Reduced |
| Canandaigua National Bank & Trust Co | 279,830 | $7.19M | 0.67% | −215−0.1% | Reduced |
| Acadian Asset Management LLC | 266,544 | $6.84M | 0.01% | −41,644−13.5% | Reduced |
| Courier Capital LLC | 252,523 | $6.48M | 0.39% | −100,061−28.4% | Reduced |
| Morgan Stanley | 251,521 | $6.46M | 0.00% | +27,664+12.4% | Added |
| American Century Companies Inc | 251,336 | $6.45M | 0.00% | −127,868−33.7% | Reduced |
| ProShare Advisors LLC | 236,320 | $6.07M | 0.01% | +236,320 | New |
| LSV Asset Management | 236,037 | $6.06M | 0.01% | −89,720−27.5% | Reduced |
| rhino investment partners, Inc | 220,245 | $5.66M | 1.55% | −92,837−29.7% | Reduced |
| Maltese Capital Management LLC | 220,000 | $5.65M | 0.79% | −6,100−2.7% | Reduced |
| Alliancebernstein L.P. | 207,016 | $5.32M | 0.00% | +9,690+4.9% | Added |
| Northern Trust Corp | 173,266 | $4.45M | 0.00% | −45,824−20.9% | Reduced |
| Goldman Sachs Group Inc | 164,085 | $4.21M | 0.00% | +90,088+121.7% | Added |
| Charles Schwab Investment Management Inc | 161,438 | $4.15M | 0.00% | +1,100+0.7% | Added |
| Bridgeway Capital Management, LLC | 144,892 | $3.72M | 0.09% | +510.0% | Added |
| Bank of New York Mellon Corp | 138,964 | $3.57M | 0.00% | +861+0.6% | Added |
| Palisades Investment Partners, LLC | 136,916 | $3.52M | 1.54% | −1,231−0.9% | Reduced |
| Mendon Capital Advisors Corp | 112,044 | $2.88M | 1.45% | +324+0.3% | Added |
| Banc Funds Co LLC | 104,000 | $2.67M | 0.40% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 100,000 | $2.57M | 0.05% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 98,921 | $2.54M | 0.00% | +12,503+14.5% | Added |
| Millennium Management LLC | 90,992 | $2.34M | 0.00% | −56,340−38.2% | Reduced |
| Two Sigma Investments, LP | 87,774 | $2.25M | 0.00% | −18,180−17.2% | Reduced |
| Bayview Asset Management, LLC | 87,584 | $2.25M | 2.26% | +7,499+9.4% | Added |
| AQR Capital Management LLC | 87,272 | $2.24M | 0.00% | −9,934−10.2% | Reduced |
| Two Sigma Advisers, LP | 80,387 | $2.06M | 0.00% | −8,600−9.7% | Reduced |
| First Trust Advisors LP | 77,847 | $2.00M | 0.00% | +5,652+7.8% | Added |
| Empowered Funds, LLC | 74,892 | $1.92M | 0.02% | +51+0.1% | Added |
| Segall Bryant & Hamill, LLC | 72,489 | $1.86M | 0.03% | −8,752−10.8% | Reduced |
| Federated Hermes, Inc. | 69,125 | $1.78M | 0.00% | −149−0.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 67,914 | $1.74M | 0.01% | +67,914 | New |
| Ameriprise Financial Inc | 65,327 | $1.68M | 0.00% | −9,318−12.5% | Reduced |
| Trexquant Investment LP | 64,054 | $1.64M | 0.02% | +50,185+361.9% | Added |
| New York State Common Retirement Fund | 59,415 | $1.53M | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 52,028 | $1.34M | 0.00% | +30,700+143.9% | Added |
| Cutler Capital Management, LLC | 47,925 | $1.23M | 0.43% | +900+1.9% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 46,100 | $1.18M | 0.00% | 00.0% | Unchanged |
| Jacobs Asset Management, LLC | 42,752 | $1.10M | 0.63% | −81,944−65.7% | Reduced |
| Barclays PLC | 41,378 | $1.06M | 0.00% | −294−0.7% | Reduced |
| FMR LLC | 40,673 | $1.04M | 0.00% | +1,657+4.2% | Added |
| Victory Capital Management Inc | 37,800 | $970.7K | 0.00% | +800+2.2% | Added |
| Nuveen, LLC | 37,026 | $950.8K | 0.00% | −10,211−21.6% | Reduced |
| Invesco Ltd. | 36,022 | $925.0K | 0.00% | −1,167−3.1% | Reduced |
| UBS Group AG | 33,795 | $867.9K | 0.00% | +11,201+49.6% | Added |
| Kennedy Capital Management, Inc. | 32,918 | $845.3K | 0.02% | +8,866+36.9% | Added |
| Citadel Advisors LLC | 32,830 | $843.1K | 0.00% | +7,964+32.0% | Added |
| Susquehanna International Group, LLP | 32,800 | $842.3K | 0.00% | +6,705+25.7% | Added |
| Dynamic Technology Lab Private Ltd | 31,811 | $817.0K | 0.11% | +15,768+98.3% | Added |
| Rhumbline Advisers | 30,459 | $782.2K | 0.00% | +5,970+24.4% | Added |
| Franklin Resources Inc | 23,983 | $615.9K | 0.00% | −64,155−72.8% | Reduced |
| Jane Street Group, LLC | 23,828 | $611.9K | 0.00% | +8,802+58.6% | Added |
| Citigroup Inc | 22,599 | $580.3K | 0.00% | +7,894+53.7% | Added |
| Rafferty Asset Management, LLC | 22,245 | $571.3K | 0.00% | +22,245 | New |
| Royal Bank of Canada | 19,528 | $503.0K | 0.00% | +7,486+62.2% | Added |
| Prudential Financial Inc | 19,523 | $501.4K | 0.00% | −42,253−68.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 18,302 | $470.0K | 0.01% | +18,302 | New |
| Creative Planning | 17,072 | $438.4K | 0.00% | +3,809+28.7% | Added |
| Jump Financial, LLC | 16,700 | $428.9K | 0.01% | +8,504+103.8% | Added |
| Great Lakes Advisors, LLC | 15,060 | $386.7K | 0.00% | −2,426−13.9% | Reduced |
| SEI Investments Co | 14,838 | $381.0K | 0.00% | +91+0.6% | Added |
| Cubist Systematic Strategies, LLC | 14,695 | $377.4K | 0.00% | +14,695 | New |
| Stieven Capital Advisors, L.P. | 13,483 | $346.2K | 0.07% | −212,017−94.0% | Reduced |
| Wells Fargo & Company | 13,453 | $345.5K | 0.00% | +1,966+17.1% | Added |
| Susquehanna Fundamental Investments, LLC | 12,437 | $319.4K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 12,342 | $316.9K | 0.01% | −4,190−25.3% | Reduced |
| Deutsche Bank AG | 11,897 | $305.5K | 0.00% | −2,958−19.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 10,648 | $292.0K | 0.00% | −1,272−10.7% | Reduced |
| MetLife Investment Management | 11,210 | $287.9K | 0.00% | +125+1.1% | Added |
| Tower Research Capital LLC (TRC) | 11,060 | $284.0K | 0.01% | +10,368+1,498.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 10,884 | $279.5K | 0.00% | −449−4.0% | Reduced |
| Thrivent Financial for Lutherans | 10,409 | $267.0K | 0.00% | +1,218+13.3% | Added |
| Price T Rowe Associates Inc | 9,940 | $256.0K | 0.00% | +1,681+20.4% | Added |
| State of Wisconsin Investment Board | 9,528 | $244.7K | 0.00% | +1,305+15.9% | Added |
| Engineers Gate Manager LP | 8,819 | $226.5K | 0.00% | −2,875−24.6% | Reduced |
| Stonebrook Private Inc. | 8,701 | $223.4K | 0.05% | +17+0.2% | Added |
| CWM, LLC | 8,298 | $213.0K | 0.00% | −924−10.0% | Reduced |
| SG Americas Securities, LLC | 8,262 | $212.0K | 0.00% | +2,063+33.3% | Added |
| BNP Paribas Arbitrage, SA | 6,042 | $155.2K | 0.00% | +4,966+461.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 4,805 | $123.4K | 0.00% | +1,103+29.8% | Added |
| Tompkins Financial Corp | 3,020 | $77.6K | 0.01% | 00.0% | Unchanged |
| EMC Capital Management | 2,991 | $77.0K | 0.04% | −4,089−57.8% | Reduced |
| Allworth Financial LP | 2,850 | $73.2K | 0.00% | +2,572+925.2% | Added |
| Ameritas Investment Partners, Inc. | 1,936 | $49.7K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,828 | $46.9K | 0.00% | +236+14.8% | Added |
| EverSource Wealth Advisors, LLC | 1,738 | $44.6K | 0.00% | +1,515+679.4% | Added |
| California State Teachers Retirement System | 1,240 | $31.8K | 0.00% | +140+12.7% | Added |