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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $26 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 4 | $103 | 0.00% | +4 | New |
| Smartleaf Asset Management LLC | 20 | $518 | 0.00% | −285−93.4% | Reduced |
| IFP Advisors, Inc | 0 | $642 | 0.00% | −4−100.0% | Reduced |
| SRS Capital Advisors, Inc. | 34 | $874 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 36 | $924 | 0.00% | +36 | New |
| Capital Advisors, Ltd. LLC | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 40 | $1.03K | 0.00% | +40 | New |
| Essential Partners LLC | 41 | $1.05K | 0.00% | +41 | New |
| Rothschild Investment LLC | 55 | $1.41K | 0.00% | +35+175.0% | Added |
| The PNC Financial Services Group, Inc. | 77 | $1.98K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 80 | $2.05K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 83 | $2.13K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 85 | $2.18K | 0.00% | −16−15.8% | Reduced |
| Optimum Investment Advisors | 200 | $5.14K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 250 | $6.42K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 268 | $6.88K | 0.00% | +268 | New |
| Versant Capital Management, Inc | 274 | $7.04K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 345 | $8.97K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 359 | $9.22K | 0.00% | +201+127.2% | Added |
| GAMMA Investing LLC | 457 | $11.7K | 0.00% | −146−24.2% | Reduced |
| NBT Bank N A | 500 | $12.8K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 512 | $13.1K | 0.00% | −2,358−82.2% | Reduced |
| Sterling Capital Management LLC | 513 | $13.2K | 0.00% | +183+55.5% | Added |
| US Bancorp | 546 | $14.0K | 0.00% | −627−53.5% | Reduced |
| Amalgamated Bank | 660 | $17.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,113 | $29.0K | 0.00% | +175+18.7% | Added |
| Comerica Bank | 1,178 | $30.3K | 0.00% | +641+119.4% | Added |
| California State Teachers Retirement System | 1,240 | $31.8K | 0.00% | +140+12.7% | Added |
| EverSource Wealth Advisors, LLC | 1,738 | $44.6K | 0.00% | +1,515+679.4% | Added |
| Legal & General Group Plc | 1,828 | $46.9K | 0.00% | +236+14.8% | Added |
| Ameritas Investment Partners, Inc. | 1,936 | $49.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,850 | $73.2K | 0.00% | +2,572+925.2% | Added |
| EMC Capital Management | 2,991 | $77.0K | 0.04% | −4,089−57.8% | Reduced |
| Tompkins Financial Corp | 3,020 | $77.6K | 0.01% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 4,805 | $123.4K | 0.00% | +1,103+29.8% | Added |
| BNP Paribas Arbitrage, SA | 6,042 | $155.2K | 0.00% | +4,966+461.5% | Added |
| SG Americas Securities, LLC | 8,262 | $212.0K | 0.00% | +2,063+33.3% | Added |
| CWM, LLC | 8,298 | $213.0K | 0.00% | −924−10.0% | Reduced |
| Stonebrook Private Inc. | 8,701 | $223.4K | 0.05% | +17+0.2% | Added |
| Engineers Gate Manager LP | 8,819 | $226.5K | 0.00% | −2,875−24.6% | Reduced |
| State of Wisconsin Investment Board | 9,528 | $244.7K | 0.00% | +1,305+15.9% | Added |
| Price T Rowe Associates Inc | 9,940 | $256.0K | 0.00% | +1,681+20.4% | Added |
| Thrivent Financial for Lutherans | 10,409 | $267.0K | 0.00% | +1,218+13.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 10,884 | $279.5K | 0.00% | −449−4.0% | Reduced |
| Tower Research Capital LLC (TRC) | 11,060 | $284.0K | 0.01% | +10,368+1,498.3% | Added |
| MetLife Investment Management | 11,210 | $287.9K | 0.00% | +125+1.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 10,648 | $292.0K | 0.00% | −1,272−10.7% | Reduced |
| Deutsche Bank AG | 11,897 | $305.5K | 0.00% | −2,958−19.9% | Reduced |
| Quantbot Technologies LP | 12,342 | $316.9K | 0.01% | −4,190−25.3% | Reduced |
| Susquehanna Fundamental Investments, LLC | 12,437 | $319.4K | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 13,453 | $345.5K | 0.00% | +1,966+17.1% | Added |
| Stieven Capital Advisors, L.P. | 13,483 | $346.2K | 0.07% | −212,017−94.0% | Reduced |
| Cubist Systematic Strategies, LLC | 14,695 | $377.4K | 0.00% | +14,695 | New |
| SEI Investments Co | 14,838 | $381.0K | 0.00% | +91+0.6% | Added |
| Great Lakes Advisors, LLC | 15,060 | $386.7K | 0.00% | −2,426−13.9% | Reduced |
| Jump Financial, LLC | 16,700 | $428.9K | 0.01% | +8,504+103.8% | Added |
| Creative Planning | 17,072 | $438.4K | 0.00% | +3,809+28.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 18,302 | $470.0K | 0.01% | +18,302 | New |
| Prudential Financial Inc | 19,523 | $501.4K | 0.00% | −42,253−68.4% | Reduced |
| Royal Bank of Canada | 19,528 | $503.0K | 0.00% | +7,486+62.2% | Added |
| Rafferty Asset Management, LLC | 22,245 | $571.3K | 0.00% | +22,245 | New |
| Citigroup Inc | 22,599 | $580.3K | 0.00% | +7,894+53.7% | Added |
| Jane Street Group, LLC | 23,828 | $611.9K | 0.00% | +8,802+58.6% | Added |
| Franklin Resources Inc | 23,983 | $615.9K | 0.00% | −64,155−72.8% | Reduced |
| Rhumbline Advisers | 30,459 | $782.2K | 0.00% | +5,970+24.4% | Added |
| Dynamic Technology Lab Private Ltd | 31,811 | $817.0K | 0.11% | +15,768+98.3% | Added |
| Susquehanna International Group, LLP | 32,800 | $842.3K | 0.00% | +6,705+25.7% | Added |
| Citadel Advisors LLC | 32,830 | $843.1K | 0.00% | +7,964+32.0% | Added |
| Kennedy Capital Management, Inc. | 32,918 | $845.3K | 0.02% | +8,866+36.9% | Added |
| UBS Group AG | 33,795 | $867.9K | 0.00% | +11,201+49.6% | Added |
| Invesco Ltd. | 36,022 | $925.0K | 0.00% | −1,167−3.1% | Reduced |
| Nuveen, LLC | 37,026 | $950.8K | 0.00% | −10,211−21.6% | Reduced |
| Victory Capital Management Inc | 37,800 | $970.7K | 0.00% | +800+2.2% | Added |
| FMR LLC | 40,673 | $1.04M | 0.00% | +1,657+4.2% | Added |
| Barclays PLC | 41,378 | $1.06M | 0.00% | −294−0.7% | Reduced |
| Jacobs Asset Management, LLC | 42,752 | $1.10M | 0.63% | −81,944−65.7% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 46,100 | $1.18M | 0.00% | 00.0% | Unchanged |
| Cutler Capital Management, LLC | 47,925 | $1.23M | 0.43% | +900+1.9% | Added |
| Bank of America Corp | 52,028 | $1.34M | 0.00% | +30,700+143.9% | Added |
| New York State Common Retirement Fund | 59,415 | $1.53M | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 64,054 | $1.64M | 0.02% | +50,185+361.9% | Added |
| Ameriprise Financial Inc | 65,327 | $1.68M | 0.00% | −9,318−12.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 67,914 | $1.74M | 0.01% | +67,914 | New |
| Federated Hermes, Inc. | 69,125 | $1.78M | 0.00% | −149−0.2% | Reduced |
| Segall Bryant & Hamill, LLC | 72,489 | $1.86M | 0.03% | −8,752−10.8% | Reduced |
| Empowered Funds, LLC | 74,892 | $1.92M | 0.02% | +51+0.1% | Added |
| First Trust Advisors LP | 77,847 | $2.00M | 0.00% | +5,652+7.8% | Added |
| Two Sigma Advisers, LP | 80,387 | $2.06M | 0.00% | −8,600−9.7% | Reduced |
| AQR Capital Management LLC | 87,272 | $2.24M | 0.00% | −9,934−10.2% | Reduced |
| Bayview Asset Management, LLC | 87,584 | $2.25M | 2.26% | +7,499+9.4% | Added |
| Two Sigma Investments, LP | 87,774 | $2.25M | 0.00% | −18,180−17.2% | Reduced |
| Millennium Management LLC | 90,992 | $2.34M | 0.00% | −56,340−38.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 98,921 | $2.54M | 0.00% | +12,503+14.5% | Added |
| RMB Capital Management, LLC | 100,000 | $2.57M | 0.05% | 00.0% | Unchanged |
| Banc Funds Co LLC | 104,000 | $2.67M | 0.40% | 00.0% | Unchanged |
| Mendon Capital Advisors Corp | 112,044 | $2.88M | 1.45% | +324+0.3% | Added |
| Palisades Investment Partners, LLC | 136,916 | $3.52M | 1.54% | −1,231−0.9% | Reduced |
| Bank of New York Mellon Corp | 138,964 | $3.57M | 0.00% | +861+0.6% | Added |