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 |
|---|---|---|---|---|---|
| Covestor Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $31 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2 | $62 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2 | $63 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 4 | $125 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 13 | $405 | 0.00% | +13 | New |
| Signaturefd, LLC | 19 | $592 | 0.00% | +19 | New |
| Rothschild Investment LLC | 20 | $623 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 27 | $842 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 36 | $1.12K | 0.00% | +36 | New |
| Parkside Financial Bank & Trust | 40 | $1.25K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 40 | $1.25K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 55 | $1.71K | 0.00% | −22−28.6% | Reduced |
| Essential Partners LLC | 70 | $2.18K | 0.00% | +7+11.1% | Added |
| The PNC Financial Services Group, Inc. | 83 | $2.59K | 0.00% | +5+6.4% | Added |
| FNY Investment Advisers, LLC | 100 | $3.00K | 0.00% | +100 | New |
| Stone House Investment Management, LLC | 115 | $3.58K | 0.00% | +34+42.0% | Added |
| Eurizon Capital SGR S.p.A. | 124 | $3.87K | 0.00% | +124 | New |
| UBS Asset Management Americas Inc | 157 | $4.89K | 0.00% | +157 | New |
| Optiver Holding B.V. | 158 | $4.92K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 211 | $6.68K | 0.00% | −134−38.8% | Reduced |
| Farther Finance Advisors, LLC | 240 | $7.48K | 0.00% | +156+185.7% | Added |
| Rockefeller Capital Management L.P. | 247 | $7.70K | 0.00% | +247 | New |
| Community Bank, N.A. | 250 | $7.79K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 274 | $8.54K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 387 | $12.1K | 0.00% | −1,997−83.8% | Reduced |
| Simplex Trading, LLC | 390 | $12.2K | 0.00% | +390 | New |
| NBT Bank N A | 500 | $15.6K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 501 | $15.6K | 0.00% | +33+7.1% | Added |
| Amalgamated Bank | 624 | $19.0K | 0.00% | −36−5.5% | Reduced |
| Advisor Group Holdings, Inc. | 649 | $20.2K | 0.00% | −49−7.0% | Reduced |
| Smartleaf Asset Management LLC | 762 | $23.9K | 0.00% | +742+3,710.0% | Added |
| Royal Bank of Canada | 980 | $30.0K | 0.00% | −3,810−79.5% | Reduced |
| MAI Capital Management | 1,003 | $31.3K | 0.00% | +1,003 | New |
| Larson Financial Group LLC | 1,025 | $31.9K | 0.00% | −145−12.4% | Reduced |
| Sterling Capital Management LLC | 1,162 | $36.2K | 0.00% | −209−15.2% | Reduced |
| California State Teachers Retirement System | 1,223 | $38.1K | 0.00% | −18−1.5% | Reduced |
| Tower Research Capital LLC (TRC) | 1,274 | $39.7K | 0.00% | +159+14.3% | Added |
| Great West Life Assurance Co | 1,607 | $50.0K | 0.00% | +497+44.8% | Added |
| Ameritas Investment Partners, Inc. | 1,613 | $50.3K | 0.00% | −323−16.7% | Reduced |
| Comerica Bank | 1,647 | $51.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,649 | $51.4K | 0.00% | −9−0.5% | Reduced |
| Legal & General Group Plc | 1,728 | $53.9K | 0.00% | −100−5.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,084 | $65.0K | 0.01% | +2,084 | New |
| EMC Capital Management | 2,542 | $79.0K | 0.04% | −449−15.0% | Reduced |
| Tompkins Financial Corp | 2,739 | $85.4K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 2,889 | $90.1K | 0.00% | −8−0.3% | Reduced |
| Los Angeles Capital Management LLC | 4,115 | $118.0K | 0.00% | +4,115 | New |
| Police & Firemen's Retirement System of New Jersey | 4,841 | $150.9K | 0.00% | −1,228−20.2% | Reduced |
| BNP Paribas Arbitrage, SA | 6,130 | $191.1K | 0.00% | +2,030+49.5% | Added |
| Martingale Asset Management L P | 7,200 | $224.4K | 0.01% | −900−11.1% | Reduced |
| Intech Investment Management LLC | 7,271 | $226.6K | 0.00% | −1,558−17.6% | Reduced |
| Cary Street Partners Financial LLC | 7,450 | $232.2K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 7,509 | $234.1K | 0.01% | −4,638−38.2% | Reduced |
| Aigen Investment Management, LP | 7,547 | $235.2K | 0.05% | +7,547 | New |
| Brevan Howard Capital Management LP | 7,980 | $248.7K | 0.00% | +7,980 | New |
| Daytona Street Capital LLC | 8,000 | $249.4K | 0.20% | +8,000 | New |
| First Trust Advisors LP | 8,025 | $250.1K | 0.00% | −3,150−28.2% | Reduced |
| SG Americas Securities, LLC | 8,354 | $260.0K | 0.00% | +8,354 | New |
| CWM, LLC | 8,568 | $267.0K | 0.00% | +34+0.4% | Added |
| Stonebrook Private Inc. | 8,669 | $270.2K | 0.06% | +16+0.2% | Added |
| Skopos Labs, Inc. | 9,061 | $286.3K | 0.01% | +9,061 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 9,202 | $286.8K | 0.00% | +99+1.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 9,436 | $294.1K | 0.00% | +9,436 | New |
| Graham Capital Management, L.P. | 9,734 | $303.4K | 0.01% | +9,734 | New |
| Great Lakes Advisors, LLC | 10,764 | $335.5K | 0.00% | −337−3.0% | Reduced |
| Prudential Financial Inc | 10,809 | $336.9K | 0.00% | −8,714−44.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 11,182 | $348.5K | 0.02% | −1,328−10.6% | Reduced |
| MetLife Investment Management | 11,210 | $349.4K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 11,137 | $350.0K | 0.00% | +126+1.1% | Added |
| Citigroup Inc | 11,235 | $350.2K | 0.00% | −3,356−23.0% | Reduced |
| Susquehanna Fundamental Investments, LLC | 11,475 | $357.7K | 0.01% | +88+0.8% | Added |
| Millennium Management LLC | 11,695 | $364.5K | 0.00% | −172,923−93.7% | Reduced |
| Price T Rowe Associates Inc | 11,765 | $367.0K | 0.00% | +1,232+11.7% | Added |
| Brandywine Global Investment Management, LLC | 12,230 | $381.2K | 0.00% | +1,940+18.9% | Added |
| Captrust Financial Advisors | 13,473 | $420.0K | 0.00% | +13,473 | New |
| Deutsche Bank AG | 14,468 | $451.0K | 0.00% | −122−0.8% | Reduced |
| D. E. Shaw & Co., Inc. | 14,639 | $456.3K | 0.00% | −7,370−33.5% | Reduced |
| Rafferty Asset Management, LLC | 15,084 | $470.2K | 0.00% | −9,289−38.1% | Reduced |
| Marshall Wace, LLP | 15,924 | $496.4K | 0.00% | −1,472−8.5% | Reduced |
| Franklin Resources Inc | 16,837 | $524.8K | 0.00% | −6,948−29.2% | Reduced |
| SEI Investments Co | 16,879 | $526.1K | 0.00% | +1,957+13.1% | Added |
| Quest Partners LLC | 17,064 | $531.9K | 0.03% | +729+4.5% | Added |
| Quantinno Capital Management LP | 17,309 | $539.5K | 0.00% | +2,135+14.1% | Added |
| Point72 Asset Management, L.P. | 17,987 | $560.7K | 0.00% | +17,987 | New |
| Creative Planning | 18,334 | $571.5K | 0.00% | +412+2.3% | Added |
| Wells Fargo & Company | 22,981 | $716.3K | 0.00% | +7,044+44.2% | Added |
| Citadel Advisors LLC | 23,274 | $725.5K | 0.00% | +14,695+171.3% | Added |
| XTX Topco Ltd | 23,899 | $744.9K | 0.02% | +15,444+182.7% | Added |
| Federated Hermes, Inc. | 25,114 | $782.8K | 0.00% | −44,011−63.7% | Reduced |
| Rhumbline Advisers | 25,574 | $797.1K | 0.00% | −4,478−14.9% | Reduced |
| UBS Group AG | 26,100 | $813.5K | 0.00% | −12,322−32.1% | Reduced |
| Jane Street Group, LLC | 27,410 | $854.4K | 0.00% | −10,874−28.4% | Reduced |
| Gsa Capital Partners LLP | 28,305 | $882.0K | 0.08% | +10,031+54.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 29,072 | $906.2K | 0.02% | +2,608+9.9% | Added |
| Numerai GP LLC | 30,508 | $950.9K | 0.11% | −2,556−7.7% | Reduced |
| Invesco Ltd. | 35,293 | $1.10M | 0.00% | −3,853−9.8% | Reduced |
| Barclays PLC | 36,320 | $1.13M | 0.00% | +6,778+22.9% | Added |
| Nuveen, LLC | 37,026 | $1.15M | 0.00% | 00.0% | Unchanged |