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 |
|---|---|---|---|---|---|
| Covestor Ltd | 1 | $0 | 0.00% | +1 | New |
| Huntington National Bank | 1 | $27 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2 | $54 | 0.00% | +2 | Added |
| Clearstead Advisors, LLC | 2 | $55 | 0.00% | +2 | New |
| Assetmark, Inc | 4 | $109 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 20 | $542 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 20 | $544 | 0.00% | −35−63.6% | Reduced |
| Root Financial Partners, LLC | 27 | $734 | 0.00% | +27 | New |
| Capital Advisors, Ltd. LLC | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 40 | $1.09K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 40 | $1.09K | 0.00% | +40 | New |
| Essential Partners LLC | 63 | $1.71K | 0.00% | +22+53.7% | Added |
| SBI Securities Co., Ltd. | 77 | $2.09K | 0.00% | −8−9.4% | Reduced |
| The PNC Financial Services Group, Inc. | 78 | $2.12K | 0.00% | +1+1.3% | Added |
| Stone House Investment Management, LLC | 81 | $2.20K | 0.00% | +81 | New |
| Farther Finance Advisors, LLC | 84 | $2.29K | 0.00% | +1+1.2% | Added |
| ESL Trust Services, LLC | 150 | $4.08K | 0.00% | +150 | New |
| Optiver Holding B.V. | 158 | $4.30K | 0.00% | +158 | New |
| Optimum Investment Advisors | 200 | $5.44K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 250 | $6.80K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 274 | $7.45K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 345 | $9.49K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 468 | $12.7K | 0.00% | +11+2.4% | Added |
| NBT Bank N A | 500 | $13.6K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 660 | $18.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 698 | $19.1K | 0.00% | +186+36.3% | Added |
| Quarry LP | 774 | $21.1K | 0.01% | +774 | New |
| Great West Life Assurance Co | 1,110 | $30.0K | 0.00% | −3−0.3% | Reduced |
| Tower Research Capital LLC (TRC) | 1,115 | $30.3K | 0.00% | −9,945−89.9% | Reduced |
| Larson Financial Group LLC | 1,170 | $31.8K | 0.00% | +1,134+3,150.0% | Added |
| California State Teachers Retirement System | 1,241 | $33.8K | 0.00% | +1+0.1% | Added |
| Sterling Capital Management LLC | 1,371 | $37.3K | 0.00% | +858+167.3% | Added |
| Comerica Bank | 1,647 | $44.8K | 0.00% | +469+39.8% | Added |
| EverSource Wealth Advisors, LLC | 1,658 | $45.1K | 0.00% | −80−4.6% | Reduced |
| Legal & General Group Plc | 1,828 | $49.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,936 | $52.7K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,937 | $52.7K | 0.00% | +1,937 | New |
| SRS Capital Advisors, Inc. | 2,384 | $64.8K | 0.00% | +2,350+6,911.8% | Added |
| Tompkins Financial Corp | 2,739 | $74.5K | 0.01% | −281−9.3% | Reduced |
| Allworth Financial LP | 2,897 | $78.8K | 0.00% | +47+1.6% | Added |
| EMC Capital Management | 2,991 | $81.0K | 0.04% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 4,100 | $111.5K | 0.00% | −1,942−32.1% | Reduced |
| Royal Bank of Canada | 4,790 | $130.0K | 0.00% | −14,738−75.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 6,069 | $165.1K | 0.00% | +1,264+26.3% | Added |
| Cary Street Partners Financial LLC | 7,450 | $202.6K | 0.01% | +7,450 | New |
| Martingale Asset Management L P | 8,100 | $220.3K | 0.01% | +8,100 | New |
| Susquehanna International Group, LLP | 8,211 | $223.3K | 0.00% | −24,589−75.0% | Reduced |
| XTX Topco Ltd | 8,455 | $230.0K | 0.01% | +8,455 | New |
| CWM, LLC | 8,534 | $232.0K | 0.00% | +236+2.8% | Added |
| Citadel Advisors LLC | 8,579 | $233.3K | 0.00% | −24,251−73.9% | Reduced |
| Stonebrook Private Inc. | 8,653 | $235.4K | 0.05% | −48−0.6% | Reduced |
| Intech Investment Management LLC | 8,829 | $240.1K | 0.00% | +8,829 | New |
| Quantbot Technologies LP | 9,095 | $247.4K | 0.01% | −3,247−26.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 9,103 | $247.6K | 0.00% | −1,781−16.4% | Reduced |
| Brandywine Global Investment Management, LLC | 10,290 | $279.9K | 0.00% | +10,290 | New |
| Price T Rowe Associates Inc | 10,533 | $287.0K | 0.00% | +593+6.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 11,011 | $301.0K | 0.00% | +363+3.4% | Added |
| Great Lakes Advisors, LLC | 11,101 | $301.9K | 0.00% | −3,959−26.3% | Reduced |
| First Trust Advisors LP | 11,175 | $304.0K | 0.00% | −66,672−85.6% | Reduced |
| MetLife Investment Management | 11,210 | $304.9K | 0.00% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 11,387 | $309.7K | 0.01% | −1,050−8.4% | Reduced |
| Qube Research & Technologies Ltd | 11,768 | $320.1K | 0.00% | +11,768 | New |
| Aquatic Capital Management LLC | 12,147 | $330.4K | 0.01% | +12,147 | New |
| Campbell & CO Investment Adviser LLC | 12,510 | $340.3K | 0.03% | +12,510 | New |
| Deutsche Bank AG | 14,590 | $396.8K | 0.00% | +2,693+22.6% | Added |
| Citigroup Inc | 14,591 | $396.9K | 0.00% | −8,008−35.4% | Reduced |
| SEI Investments Co | 14,922 | $405.9K | 0.00% | +84+0.6% | Added |
| Quantinno Capital Management LP | 15,174 | $412.7K | 0.00% | +15,174 | New |
| Wells Fargo & Company | 15,937 | $433.5K | 0.00% | +2,484+18.5% | Added |
| Oxford Asset Management LLP | 16,012 | $435.5K | 0.14% | +16,012 | New |
| Quest Partners LLC | 16,335 | $444.3K | 0.03% | +16,335 | New |
| Marshall Wace, LLP | 17,396 | $473.2K | 0.00% | +17,396 | New |
| Creative Planning | 17,922 | $487.5K | 0.00% | +850+5.0% | Added |
| Gsa Capital Partners LLP | 18,274 | $497.0K | 0.04% | +18,274 | New |
| Engineers Gate Manager LP | 19,148 | $520.8K | 0.01% | +10,329+117.1% | Added |
| Prudential Financial Inc | 19,523 | $531.0K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 22,009 | $598.6K | 0.00% | +22,009 | New |
| Franklin Resources Inc | 23,785 | $647.0K | 0.00% | −198−0.8% | Reduced |
| Rafferty Asset Management, LLC | 24,373 | $662.9K | 0.00% | +2,128+9.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 26,464 | $719.8K | 0.02% | +8,162+44.6% | Added |
| Barclays PLC | 29,542 | $803.5K | 0.00% | −11,836−28.6% | Reduced |
| Rhumbline Advisers | 30,052 | $817.4K | 0.00% | −407−1.3% | Reduced |
| Numerai GP LLC | 33,064 | $899.3K | 0.13% | +33,064 | New |
| Nuveen, LLC | 37,026 | $1.01M | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 37,577 | $1.02M | 0.00% | +37,218+10,367.1% | Added |
| Jane Street Group, LLC | 38,284 | $1.04M | 0.00% | +14,456+60.7% | Added |
| UBS Group AG | 38,422 | $1.05M | 0.00% | +4,627+13.7% | Added |
| Invesco Ltd. | 39,146 | $1.06M | 0.00% | +3,124+8.7% | Added |
| Victory Capital Management Inc | 39,500 | $1.07M | 0.00% | +1,700+4.5% | Added |
| Ameriprise Financial Inc | 41,527 | $1.13M | 0.00% | −23,800−36.4% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 46,100 | $1.25M | 0.00% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 46,348 | $1.26M | 0.03% | +13,430+40.8% | Added |
| FMR LLC | 46,633 | $1.27M | 0.00% | +5,960+14.7% | Added |
| Cutler Capital Management, LLC | 48,328 | $1.31M | 0.42% | +403+0.8% | Added |
| Bayview Asset Management, LLC | 50,000 | $1.36M | 1.05% | −37,584−42.9% | Reduced |
| American Century Companies Inc | 52,685 | $1.43M | 0.00% | −198,651−79.0% | Reduced |
| Thrivent Financial for Lutherans | 53,366 | $1.45M | 0.00% | +42,957+412.7% | Added |
| New York State Common Retirement Fund | 59,415 | $1.62M | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 62,076 | $1.69M | 0.01% | −5,838−8.6% | Reduced |
| Federated Hermes, Inc. | 69,125 | $1.88M | 0.00% | 00.0% | Unchanged |