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, Q3 2025
Institutional positions in Financial Institutions Inc as of Sep 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
- 142
- +14 vs. Q2 2025
- Shares held
- 16.3M
- +49.7K (+0.3%) vs. Q2 2025
- Total value
- $443.9M
- +$26.1M (+6.3%) vs. Q2 2025
- New holders
- 24
- 55 more added
- Sold out
- 10
- 39 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Financial Institutions Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| PL Capital Advisors, LLC | 1,774,886 | $48.3M | 16.02% | +413,376+30.4% | Added |
| BlackRock, Inc. | 1,450,810 | $39.5M | 0.00% | −39,702−2.7% | Reduced |
| Vanguard Group Inc | 1,095,428 | $29.8M | 0.00% | +40,240+3.8% | Added |
| Dimensional Fund Advisors LP | 951,105 | $25.9M | 0.01% | −54,048−5.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 811,218 | $22.1M | 0.03% | +32,397+4.2% | Added |
| Wellington Management Group LLP | 736,825 | $20.0M | 0.00% | +187,298+34.1% | Added |
| Ategra Capital Management, LLC | 572,075 | $15.6M | 10.43% | 00.0% | Unchanged |
| State Street Corp | 544,654 | $15.0M | 0.00% | +20,924+4.0% | Added |
| Geode Capital Management, LLC | 485,989 | $13.2M | 0.00% | +8,124+1.7% | Added |
| ProShare Advisors LLC | 459,798 | $12.5M | 0.03% | +223,478+94.6% | Added |
| JPMorgan Chase & Co | 377,740 | $10.3M | 0.00% | +34,906+10.2% | Added |
| Hotchkis & Wiley Capital Management LLC | 365,112 | $9.93M | 0.03% | −19,136−5.0% | Reduced |
| Verition Fund Management LLC | 364,202 | $9.91M | 0.06% | −41,117−10.1% | Reduced |
| Commonwealth Equity Services, LLC | 334,286 | $9.09M | 0.01% | −83,736−20.0% | Reduced |
| Fourthstone LLC | 322,202 | $8.76M | 1.57% | −524,459−61.9% | Reduced |
| Renaissance Technologies LLC | 311,492 | $8.47M | 0.01% | +10,492+3.5% | Added |
| Acadian Asset Management LLC | 275,394 | $7.49M | 0.01% | +8,850+3.3% | Added |
| Morgan Stanley | 264,929 | $7.21M | 0.00% | +13,408+5.3% | Added |
| rhino investment partners, Inc | 220,245 | $5.99M | 1.89% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 219,916 | $5.98M | 0.00% | +12,900+6.2% | Added |
| Goldman Sachs Group Inc | 219,616 | $5.97M | 0.00% | +55,531+33.8% | Added |
| Maltese Capital Management LLC | 211,000 | $5.74M | 0.87% | −9,000−4.1% | Reduced |
| Millennium Management LLC | 184,618 | $5.02M | 0.00% | +93,626+102.9% | Added |
| Canandaigua National Bank & Trust Co | 179,723 | $4.89M | 0.43% | −100,107−35.8% | Reduced |
| Two Sigma Investments, LP | 175,427 | $4.77M | 0.01% | +87,653+99.9% | Added |
| Northern Trust Corp | 169,829 | $4.62M | 0.00% | −3,437−2.0% | Reduced |
| Charles Schwab Investment Management Inc | 167,972 | $4.57M | 0.00% | +6,534+4.0% | Added |
| LSV Asset Management | 167,500 | $4.56M | 0.01% | −68,537−29.0% | Reduced |
| Bridgeway Capital Management, LLC | 154,513 | $4.20M | 0.09% | +9,621+6.6% | Added |
| Palisades Investment Partners, LLC | 137,522 | $3.78M | 1.48% | +606+0.4% | Added |
| Bank of New York Mellon Corp | 134,458 | $3.66M | 0.00% | −4,506−3.2% | Reduced |
| Courier Capital LLC | 133,008 | $3.62M | 0.21% | −119,515−47.3% | Reduced |
| Mendon Capital Advisors Corp | 106,022 | $2.88M | 1.31% | −6,022−5.4% | Reduced |
| Two Sigma Advisers, LP | 105,287 | $2.86M | 0.01% | +24,900+31.0% | Added |
| Banc Funds Co LLC | 104,000 | $2.83M | 0.49% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 100,000 | $2.72M | 0.05% | 00.0% | Unchanged |
| AQR Capital Management LLC | 94,486 | $2.57M | 0.00% | +7,214+8.3% | Added |
| Empowered Funds, LLC | 84,513 | $2.30M | 0.02% | +9,621+12.8% | Added |
| Arrowstreet Capital, Limited Partnership | 83,234 | $2.26M | 0.00% | −15,687−15.9% | Reduced |
| Bank of America Corp | 81,607 | $2.22M | 0.00% | +29,579+56.9% | Added |
| Segall Bryant & Hamill, LLC | 72,024 | $1.96M | 0.03% | −465−0.6% | Reduced |
| Trexquant Investment LP | 69,855 | $1.90M | 0.02% | +5,801+9.1% | Added |
| Federated Hermes, Inc. | 69,125 | $1.88M | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 62,076 | $1.69M | 0.01% | −5,838−8.6% | Reduced |
| New York State Common Retirement Fund | 59,415 | $1.62M | 0.00% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 53,366 | $1.45M | 0.00% | +42,957+412.7% | Added |
| American Century Companies Inc | 52,685 | $1.43M | 0.00% | −198,651−79.0% | Reduced |
| Bayview Asset Management, LLC | 50,000 | $1.36M | 1.05% | −37,584−42.9% | Reduced |
| Cutler Capital Management, LLC | 48,328 | $1.31M | 0.42% | +403+0.8% | Added |
| FMR LLC | 46,633 | $1.27M | 0.00% | +5,960+14.7% | Added |
| Kennedy Capital Management, Inc. | 46,348 | $1.26M | 0.03% | +13,430+40.8% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 46,100 | $1.25M | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 41,527 | $1.13M | 0.00% | −23,800−36.4% | Reduced |
| Victory Capital Management Inc | 39,500 | $1.07M | 0.00% | +1,700+4.5% | Added |
| Invesco Ltd. | 39,146 | $1.06M | 0.00% | +3,124+8.7% | Added |
| UBS Group AG | 38,422 | $1.05M | 0.00% | +4,627+13.7% | Added |
| Jane Street Group, LLC | 38,284 | $1.04M | 0.00% | +14,456+60.7% | Added |
| Russell Investments Group, Ltd. | 37,577 | $1.02M | 0.00% | +37,218+10,367.1% | Added |
| Nuveen, LLC | 37,026 | $1.01M | 0.00% | 00.0% | Unchanged |
| Numerai GP LLC | 33,064 | $899.3K | 0.13% | +33,064 | New |
| Rhumbline Advisers | 30,052 | $817.4K | 0.00% | −407−1.3% | Reduced |
| Barclays PLC | 29,542 | $803.5K | 0.00% | −11,836−28.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 26,464 | $719.8K | 0.02% | +8,162+44.6% | Added |
| Rafferty Asset Management, LLC | 24,373 | $662.9K | 0.00% | +2,128+9.6% | Added |
| Franklin Resources Inc | 23,785 | $647.0K | 0.00% | −198−0.8% | Reduced |
| D. E. Shaw & Co., Inc. | 22,009 | $598.6K | 0.00% | +22,009 | New |
| Prudential Financial Inc | 19,523 | $531.0K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 19,148 | $520.8K | 0.01% | +10,329+117.1% | Added |
| Gsa Capital Partners LLP | 18,274 | $497.0K | 0.04% | +18,274 | New |
| Creative Planning | 17,922 | $487.5K | 0.00% | +850+5.0% | Added |
| Marshall Wace, LLP | 17,396 | $473.2K | 0.00% | +17,396 | New |
| Quest Partners LLC | 16,335 | $444.3K | 0.03% | +16,335 | New |
| Oxford Asset Management LLP | 16,012 | $435.5K | 0.14% | +16,012 | New |
| Wells Fargo & Company | 15,937 | $433.5K | 0.00% | +2,484+18.5% | Added |
| Quantinno Capital Management LP | 15,174 | $412.7K | 0.00% | +15,174 | New |
| SEI Investments Co | 14,922 | $405.9K | 0.00% | +84+0.6% | Added |
| Citigroup Inc | 14,591 | $396.9K | 0.00% | −8,008−35.4% | Reduced |
| Deutsche Bank AG | 14,590 | $396.8K | 0.00% | +2,693+22.6% | Added |
| Campbell & CO Investment Adviser LLC | 12,510 | $340.3K | 0.03% | +12,510 | New |
| Aquatic Capital Management LLC | 12,147 | $330.4K | 0.01% | +12,147 | New |
| Qube Research & Technologies Ltd | 11,768 | $320.1K | 0.00% | +11,768 | New |
| Susquehanna Fundamental Investments, LLC | 11,387 | $309.7K | 0.01% | −1,050−8.4% | Reduced |
| MetLife Investment Management | 11,210 | $304.9K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 11,175 | $304.0K | 0.00% | −66,672−85.6% | Reduced |
| Great Lakes Advisors, LLC | 11,101 | $301.9K | 0.00% | −3,959−26.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 11,011 | $301.0K | 0.00% | +363+3.4% | Added |
| Price T Rowe Associates Inc | 10,533 | $287.0K | 0.00% | +593+6.0% | Added |
| Brandywine Global Investment Management, LLC | 10,290 | $279.9K | 0.00% | +10,290 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 9,103 | $247.6K | 0.00% | −1,781−16.4% | Reduced |
| Quantbot Technologies LP | 9,095 | $247.4K | 0.01% | −3,247−26.3% | Reduced |
| Intech Investment Management LLC | 8,829 | $240.1K | 0.00% | +8,829 | New |
| Stonebrook Private Inc. | 8,653 | $235.4K | 0.05% | −48−0.6% | Reduced |
| Citadel Advisors LLC | 8,579 | $233.3K | 0.00% | −24,251−73.9% | Reduced |
| CWM, LLC | 8,534 | $232.0K | 0.00% | +236+2.8% | Added |
| XTX Topco Ltd | 8,455 | $230.0K | 0.01% | +8,455 | New |
| Susquehanna International Group, LLP | 8,211 | $223.3K | 0.00% | −24,589−75.0% | Reduced |
| Martingale Asset Management L P | 8,100 | $220.3K | 0.01% | +8,100 | New |
| Cary Street Partners Financial LLC | 7,450 | $202.6K | 0.01% | +7,450 | New |
| Police & Firemen's Retirement System of New Jersey | 6,069 | $165.1K | 0.00% | +1,264+26.3% | Added |
| Royal Bank of Canada | 4,790 | $130.0K | 0.00% | −14,738−75.5% | Reduced |