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 |
|---|---|---|---|---|---|
| Bridgeway Capital Management, LLC | 144,892 | $3.72M | 0.09% | +510.0% | Added |
| Charles Schwab Investment Management Inc | 161,438 | $4.15M | 0.00% | +1,100+0.7% | Added |
| Goldman Sachs Group Inc | 164,085 | $4.21M | 0.00% | +90,088+121.7% | Added |
| Northern Trust Corp | 173,266 | $4.45M | 0.00% | −45,824−20.9% | Reduced |
| Alliancebernstein L.P. | 207,016 | $5.32M | 0.00% | +9,690+4.9% | Added |
| Maltese Capital Management LLC | 220,000 | $5.65M | 0.79% | −6,100−2.7% | Reduced |
| rhino investment partners, Inc | 220,245 | $5.66M | 1.55% | −92,837−29.7% | Reduced |
| LSV Asset Management | 236,037 | $6.06M | 0.01% | −89,720−27.5% | Reduced |
| ProShare Advisors LLC | 236,320 | $6.07M | 0.01% | +236,320 | New |
| American Century Companies Inc | 251,336 | $6.45M | 0.00% | −127,868−33.7% | Reduced |
| Morgan Stanley | 251,521 | $6.46M | 0.00% | +27,664+12.4% | Added |
| Courier Capital LLC | 252,523 | $6.48M | 0.39% | −100,061−28.4% | Reduced |
| Acadian Asset Management LLC | 266,544 | $6.84M | 0.01% | −41,644−13.5% | Reduced |
| Canandaigua National Bank & Trust Co | 279,830 | $7.19M | 0.67% | −215−0.1% | Reduced |
| Renaissance Technologies LLC | 301,000 | $7.73M | 0.01% | −1,900−0.6% | Reduced |
| JPMorgan Chase & Co | 342,834 | $8.80M | 0.00% | +12,181+3.7% | Added |
| Hotchkis & Wiley Capital Management LLC | 384,248 | $9.87M | 0.03% | +35,770+10.3% | Added |
| Verition Fund Management LLC | 405,319 | $10.4M | 0.06% | −45,172−10.0% | Reduced |
| Commonwealth Equity Services, LLC | 418,022 | $10.7M | 0.01% | +4,718+1.1% | Added |
| Geode Capital Management, LLC | 477,865 | $12.3M | 0.00% | +27,770+6.2% | Added |
| State Street Corp | 523,730 | $13.6M | 0.00% | +212,549+68.3% | Added |
| Wellington Management Group LLP | 549,527 | $14.1M | 0.00% | −62,606−10.2% | Reduced |
| Ategra Capital Management, LLC | 572,075 | $14.7M | 11.68% | 00.0% | Unchanged |
| Adage Capital Partners GP, L.L.C. | 778,821 | $20.0M | 0.03% | +3,650+0.5% | Added |
| Fourthstone LLC | 846,661 | $21.7M | 4.27% | +299,574+54.8% | Added |
| Dimensional Fund Advisors LP | 1,005,153 | $25.8M | 0.01% | −55,660−5.2% | Reduced |
| Vanguard Group Inc | 1,055,188 | $27.1M | 0.00% | +23,793+2.3% | Added |
| PL Capital Advisors, LLC | 1,361,510 | $35.0M | 11.67% | +100,500+8.0% | Added |
| BlackRock, Inc. | 1,490,512 | $38.3M | 0.00% | −47,642−3.1% | Reduced |
| Azora Capital LP | 0 | $0 | 0.00% | −208,819−100.0% | Sold out |
| Endeavour Capital Advisors Inc | 0 | $0 | 0.00% | −115,694−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −36,316−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −35,513−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −21,620−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −16,715−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −9,937−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −9,375−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −9,230−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −8,586−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −630−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −604−100.0% | Sold out |
| Covestor Ltd | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |