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, Q4 2025
Institutional positions in Financial Institutions Inc as of Dec 31, 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
- 150
- +9 vs. Q3 2025
- Shares held
- 15.8M
- −535.6K (−3.3%) vs. Q3 2025
- Total value
- $492.0M
- +$48.1M (+10.8%) vs. Q3 2025
- New holders
- 20
- 47 more added
- Sold out
- 11
- 57 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Financial Institutions Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| PL Capital Advisors, LLC | 1,802,791 | $56.2M | 17.71% | +27,905+1.6% | Added |
| BlackRock, Inc. | 1,461,503 | $45.6M | 0.00% | +10,693+0.7% | Added |
| Vanguard Group Inc | 1,157,026 | $36.1M | 0.00% | +61,598+5.6% | Added |
| Wellington Management Group LLP | 1,049,295 | $32.7M | 0.01% | +312,470+42.4% | Added |
| Adage Capital Partners GP, L.L.C. | 972,043 | $30.3M | 0.05% | +160,825+19.8% | Added |
| Dimensional Fund Advisors LP | 955,906 | $29.8M | 0.01% | +4,801+0.5% | Added |
| Ategra Capital Management, LLC | 572,075 | $17.8M | 10.19% | 00.0% | Unchanged |
| State Street Corp | 507,389 | $16.0M | 0.00% | −37,265−6.8% | Reduced |
| Geode Capital Management, LLC | 482,155 | $15.0M | 0.00% | −3,834−0.8% | Reduced |
| Acadian Asset Management LLC | 426,036 | $13.3M | 0.02% | +150,642+54.7% | Added |
| Hotchkis & Wiley Capital Management LLC | 361,452 | $11.3M | 0.03% | −3,660−1.0% | Reduced |
| Commonwealth Equity Services, LLC | 355,476 | $11.1M | 0.01% | +21,190+6.3% | Added |
| Morgan Stanley | 337,488 | $10.5M | 0.00% | +72,559+27.4% | Added |
| JPMorgan Chase & Co | 288,077 | $8.98M | 0.00% | −89,663−23.7% | Reduced |
| Renaissance Technologies LLC | 271,300 | $8.46M | 0.01% | −40,192−12.9% | Reduced |
| Fourthstone LLC | 254,501 | $7.93M | 1.48% | −67,701−21.0% | Reduced |
| Alliancebernstein L.P. | 240,126 | $7.48M | 0.00% | +20,210+9.2% | Added |
| rhino investment partners, Inc | 215,887 | $6.73M | 1.91% | −4,358−2.0% | Reduced |
| Goldman Sachs Group Inc | 214,584 | $6.69M | 0.00% | −5,032−2.3% | Reduced |
| ProShare Advisors LLC | 195,512 | $6.09M | 0.01% | −264,286−57.5% | Reduced |
| Charles Schwab Investment Management Inc | 168,746 | $5.26M | 0.00% | +774+0.5% | Added |
| LSV Asset Management | 167,500 | $5.22M | 0.01% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 163,527 | $5.10M | 0.01% | −11,900−6.8% | Reduced |
| Bridgeway Capital Management, LLC | 163,507 | $5.10M | 0.11% | +8,994+5.8% | Added |
| Northern Trust Corp | 160,286 | $5.00M | 0.00% | −9,543−5.6% | Reduced |
| Canandaigua National Bank & Trust Co | 155,046 | $4.83M | 0.43% | −24,677−13.7% | Reduced |
| Maltese Capital Management LLC | 145,000 | $4.52M | 0.80% | −66,000−31.3% | Reduced |
| Palisades Investment Partners, LLC | 140,942 | $4.43M | 1.67% | +3,420+2.5% | Added |
| Bank of New York Mellon Corp | 121,430 | $3.78M | 0.00% | −13,028−9.7% | Reduced |
| Courier Capital LLC | 115,900 | $3.61M | 0.20% | −17,108−12.9% | Reduced |
| Two Sigma Advisers, LP | 109,387 | $3.41M | 0.01% | +4,100+3.9% | Added |
| Mendon Capital Advisors Corp | 100,000 | $3.12M | 1.22% | −6,022−5.7% | Reduced |
| RMB Capital Management, LLC | 100,000 | $3.12M | 0.05% | 00.0% | Unchanged |
| Verition Fund Management LLC | 97,277 | $3.03M | 0.02% | −266,925−73.3% | Reduced |
| AQR Capital Management LLC | 94,577 | $2.95M | 0.00% | +91+0.1% | Added |
| Trexquant Investment LP | 92,246 | $2.88M | 0.03% | +22,391+32.1% | Added |
| Segall Bryant & Hamill, LLC | 71,985 | $2.24M | 0.03% | −39−0.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 60,934 | $1.90M | 0.01% | −1,142−1.8% | Reduced |
| FMR LLC | 60,768 | $1.89M | 0.00% | +14,135+30.3% | Added |
| Bank of America Corp | 59,457 | $1.85M | 0.00% | −22,150−27.1% | Reduced |
| New York State Common Retirement Fund | 59,415 | $1.85M | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 54,148 | $1.69M | 0.00% | +1,463+2.8% | Added |
| Thrivent Financial for Lutherans | 52,196 | $1.63M | 0.00% | −1,170−2.2% | Reduced |
| Bayview Asset Management, LLC | 50,000 | $1.56M | 1.40% | 00.0% | Unchanged |
| Cutler Capital Management, LLC | 49,428 | $1.54M | 0.46% | +1,100+2.3% | Added |
| Kennedy Capital Management, Inc. | 46,348 | $1.44M | 0.03% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 46,176 | $1.44M | 0.00% | +76+0.2% | Added |
| Ameriprise Financial Inc | 41,527 | $1.29M | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 38,449 | $1.20M | 0.00% | +872+2.3% | Added |
| Victory Capital Management Inc | 37,972 | $1.18M | 0.00% | −1,528−3.9% | Reduced |
| Nuveen, LLC | 37,026 | $1.15M | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 36,320 | $1.13M | 0.00% | +6,778+22.9% | Added |
| Invesco Ltd. | 35,293 | $1.10M | 0.00% | −3,853−9.8% | Reduced |
| Numerai GP LLC | 30,508 | $950.9K | 0.11% | −2,556−7.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 29,072 | $906.2K | 0.02% | +2,608+9.9% | Added |
| Gsa Capital Partners LLP | 28,305 | $882.0K | 0.08% | +10,031+54.9% | Added |
| Jane Street Group, LLC | 27,410 | $854.4K | 0.00% | −10,874−28.4% | Reduced |
| UBS Group AG | 26,100 | $813.5K | 0.00% | −12,322−32.1% | Reduced |
| Rhumbline Advisers | 25,574 | $797.1K | 0.00% | −4,478−14.9% | Reduced |
| Federated Hermes, Inc. | 25,114 | $782.8K | 0.00% | −44,011−63.7% | Reduced |
| XTX Topco Ltd | 23,899 | $744.9K | 0.02% | +15,444+182.7% | Added |
| Citadel Advisors LLC | 23,274 | $725.5K | 0.00% | +14,695+171.3% | Added |
| Wells Fargo & Company | 22,981 | $716.3K | 0.00% | +7,044+44.2% | Added |
| Creative Planning | 18,334 | $571.5K | 0.00% | +412+2.3% | Added |
| Point72 Asset Management, L.P. | 17,987 | $560.7K | 0.00% | +17,987 | New |
| Quantinno Capital Management LP | 17,309 | $539.5K | 0.00% | +2,135+14.1% | Added |
| Quest Partners LLC | 17,064 | $531.9K | 0.03% | +729+4.5% | Added |
| SEI Investments Co | 16,879 | $526.1K | 0.00% | +1,957+13.1% | Added |
| Franklin Resources Inc | 16,837 | $524.8K | 0.00% | −6,948−29.2% | Reduced |
| Marshall Wace, LLP | 15,924 | $496.4K | 0.00% | −1,472−8.5% | Reduced |
| Rafferty Asset Management, LLC | 15,084 | $470.2K | 0.00% | −9,289−38.1% | Reduced |
| D. E. Shaw & Co., Inc. | 14,639 | $456.3K | 0.00% | −7,370−33.5% | Reduced |
| Deutsche Bank AG | 14,468 | $451.0K | 0.00% | −122−0.8% | Reduced |
| Captrust Financial Advisors | 13,473 | $420.0K | 0.00% | +13,473 | New |
| Brandywine Global Investment Management, LLC | 12,230 | $381.2K | 0.00% | +1,940+18.9% | Added |
| Price T Rowe Associates Inc | 11,765 | $367.0K | 0.00% | +1,232+11.7% | Added |
| Millennium Management LLC | 11,695 | $364.5K | 0.00% | −172,923−93.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 11,475 | $357.7K | 0.01% | +88+0.8% | Added |
| Citigroup Inc | 11,235 | $350.2K | 0.00% | −3,356−23.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 11,137 | $350.0K | 0.00% | +126+1.1% | Added |
| MetLife Investment Management | 11,210 | $349.4K | 0.00% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 11,182 | $348.5K | 0.02% | −1,328−10.6% | Reduced |
| Prudential Financial Inc | 10,809 | $336.9K | 0.00% | −8,714−44.6% | Reduced |
| Great Lakes Advisors, LLC | 10,764 | $335.5K | 0.00% | −337−3.0% | Reduced |
| Graham Capital Management, L.P. | 9,734 | $303.4K | 0.01% | +9,734 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 9,436 | $294.1K | 0.00% | +9,436 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 9,202 | $286.8K | 0.00% | +99+1.1% | Added |
| Skopos Labs, Inc. | 9,061 | $286.3K | 0.01% | +9,061 | New |
| Stonebrook Private Inc. | 8,669 | $270.2K | 0.06% | +16+0.2% | Added |
| CWM, LLC | 8,568 | $267.0K | 0.00% | +34+0.4% | Added |
| SG Americas Securities, LLC | 8,354 | $260.0K | 0.00% | +8,354 | New |
| First Trust Advisors LP | 8,025 | $250.1K | 0.00% | −3,150−28.2% | Reduced |
| Daytona Street Capital LLC | 8,000 | $249.4K | 0.20% | +8,000 | New |
| Brevan Howard Capital Management LP | 7,980 | $248.7K | 0.00% | +7,980 | New |
| Aigen Investment Management, LP | 7,547 | $235.2K | 0.05% | +7,547 | New |
| Aquatic Capital Management LLC | 7,509 | $234.1K | 0.01% | −4,638−38.2% | Reduced |
| Cary Street Partners Financial LLC | 7,450 | $232.2K | 0.01% | 00.0% | Unchanged |
| Intech Investment Management LLC | 7,271 | $226.6K | 0.00% | −1,558−17.6% | Reduced |
| Martingale Asset Management L P | 7,200 | $224.4K | 0.01% | −900−11.1% | Reduced |
| BNP Paribas Arbitrage, SA | 6,130 | $191.1K | 0.00% | +2,030+49.5% | Added |