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 |
|---|---|---|---|---|---|
| BNP Paribas Arbitrage, SA | 4,100 | $111.5K | 0.00% | −1,942−32.1% | Reduced |
| EMC Capital Management | 2,991 | $81.0K | 0.04% | 00.0% | Unchanged |
| Allworth Financial LP | 2,897 | $78.8K | 0.00% | +47+1.6% | Added |
| Tompkins Financial Corp | 2,739 | $74.5K | 0.01% | −281−9.3% | Reduced |
| SRS Capital Advisors, Inc. | 2,384 | $64.8K | 0.00% | +2,350+6,911.8% | Added |
| Advisory Services Network, LLC | 1,937 | $52.7K | 0.00% | +1,937 | New |
| Ameritas Investment Partners, Inc. | 1,936 | $52.7K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,828 | $49.7K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,658 | $45.1K | 0.00% | −80−4.6% | Reduced |
| Comerica Bank | 1,647 | $44.8K | 0.00% | +469+39.8% | Added |
| Sterling Capital Management LLC | 1,371 | $37.3K | 0.00% | +858+167.3% | Added |
| California State Teachers Retirement System | 1,241 | $33.8K | 0.00% | +1+0.1% | Added |
| Larson Financial Group LLC | 1,170 | $31.8K | 0.00% | +1,134+3,150.0% | Added |
| Tower Research Capital LLC (TRC) | 1,115 | $30.3K | 0.00% | −9,945−89.9% | Reduced |
| Great West Life Assurance Co | 1,110 | $30.0K | 0.00% | −3−0.3% | Reduced |
| Quarry LP | 774 | $21.1K | 0.01% | +774 | New |
| Advisor Group Holdings, Inc. | 698 | $19.1K | 0.00% | +186+36.3% | Added |
| Amalgamated Bank | 660 | $18.0K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 500 | $13.6K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 468 | $12.7K | 0.00% | +11+2.4% | Added |
| Nisa Investment Advisors, LLC | 345 | $9.49K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 274 | $7.45K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 250 | $6.80K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 200 | $5.44K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 158 | $4.30K | 0.00% | +158 | New |
| ESL Trust Services, LLC | 150 | $4.08K | 0.00% | +150 | New |
| Farther Finance Advisors, LLC | 84 | $2.29K | 0.00% | +1+1.2% | Added |
| Stone House Investment Management, LLC | 81 | $2.20K | 0.00% | +81 | New |
| The PNC Financial Services Group, Inc. | 78 | $2.12K | 0.00% | +1+1.3% | Added |
| SBI Securities Co., Ltd. | 77 | $2.09K | 0.00% | −8−9.4% | Reduced |
| Essential Partners LLC | 63 | $1.71K | 0.00% | +22+53.7% | Added |
| Parkside Financial Bank & Trust | 40 | $1.09K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 40 | $1.09K | 0.00% | +40 | New |
| Capital Advisors, Ltd. LLC | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 27 | $734 | 0.00% | +27 | New |
| Rothschild Investment LLC | 20 | $544 | 0.00% | −35−63.6% | Reduced |
| Smartleaf Asset Management LLC | 20 | $542 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 4 | $109 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2 | $55 | 0.00% | +2 | New |
| IFP Advisors, Inc | 2 | $54 | 0.00% | +2 | Added |
| Huntington National Bank | 1 | $27 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1 | $0 | 0.00% | +1 | New |
| Jacobs Asset Management, LLC | 0 | $0 | 0.00% | −42,752−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −31,811−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −16,700−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −14,695−100.0% | Sold out |
| Stieven Capital Advisors, L.P. | 0 | $0 | 0.00% | −13,483−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −9,528−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −8,262−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −546−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −268−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| First Horizon Advisors, Inc. | – | – | – | – | Not filed |