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 |
|---|---|---|---|---|---|
| Victory Capital Management Inc | 37,972 | $1.18M | 0.00% | −1,528−3.9% | Reduced |
| Russell Investments Group, Ltd. | 38,449 | $1.20M | 0.00% | +872+2.3% | Added |
| Ameriprise Financial Inc | 41,527 | $1.29M | 0.00% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 46,176 | $1.44M | 0.00% | +76+0.2% | Added |
| Kennedy Capital Management, Inc. | 46,348 | $1.44M | 0.03% | 00.0% | Unchanged |
| Cutler Capital Management, LLC | 49,428 | $1.54M | 0.46% | +1,100+2.3% | Added |
| Bayview Asset Management, LLC | 50,000 | $1.56M | 1.40% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 52,196 | $1.63M | 0.00% | −1,170−2.2% | Reduced |
| American Century Companies Inc | 54,148 | $1.69M | 0.00% | +1,463+2.8% | Added |
| New York State Common Retirement Fund | 59,415 | $1.85M | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 59,457 | $1.85M | 0.00% | −22,150−27.1% | Reduced |
| FMR LLC | 60,768 | $1.89M | 0.00% | +14,135+30.3% | Added |
| O'Shaughnessy Asset Management, LLC | 60,934 | $1.90M | 0.01% | −1,142−1.8% | Reduced |
| Segall Bryant & Hamill, LLC | 71,985 | $2.24M | 0.03% | −39−0.1% | Reduced |
| Trexquant Investment LP | 92,246 | $2.88M | 0.03% | +22,391+32.1% | Added |
| AQR Capital Management LLC | 94,577 | $2.95M | 0.00% | +91+0.1% | Added |
| Verition Fund Management LLC | 97,277 | $3.03M | 0.02% | −266,925−73.3% | Reduced |
| 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 |
| Two Sigma Advisers, LP | 109,387 | $3.41M | 0.01% | +4,100+3.9% | Added |
| Courier Capital LLC | 115,900 | $3.61M | 0.20% | −17,108−12.9% | Reduced |
| Bank of New York Mellon Corp | 121,430 | $3.78M | 0.00% | −13,028−9.7% | Reduced |
| Palisades Investment Partners, LLC | 140,942 | $4.43M | 1.67% | +3,420+2.5% | Added |
| Maltese Capital Management LLC | 145,000 | $4.52M | 0.80% | −66,000−31.3% | Reduced |
| Canandaigua National Bank & Trust Co | 155,046 | $4.83M | 0.43% | −24,677−13.7% | Reduced |
| Northern Trust Corp | 160,286 | $5.00M | 0.00% | −9,543−5.6% | Reduced |
| Bridgeway Capital Management, LLC | 163,507 | $5.10M | 0.11% | +8,994+5.8% | Added |
| Two Sigma Investments, LP | 163,527 | $5.10M | 0.01% | −11,900−6.8% | Reduced |
| LSV Asset Management | 167,500 | $5.22M | 0.01% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 168,746 | $5.26M | 0.00% | +774+0.5% | Added |
| ProShare Advisors LLC | 195,512 | $6.09M | 0.01% | −264,286−57.5% | Reduced |
| Goldman Sachs Group Inc | 214,584 | $6.69M | 0.00% | −5,032−2.3% | Reduced |
| rhino investment partners, Inc | 215,887 | $6.73M | 1.91% | −4,358−2.0% | Reduced |
| Alliancebernstein L.P. | 240,126 | $7.48M | 0.00% | +20,210+9.2% | Added |
| Fourthstone LLC | 254,501 | $7.93M | 1.48% | −67,701−21.0% | Reduced |
| Renaissance Technologies LLC | 271,300 | $8.46M | 0.01% | −40,192−12.9% | Reduced |
| JPMorgan Chase & Co | 288,077 | $8.98M | 0.00% | −89,663−23.7% | Reduced |
| Morgan Stanley | 337,488 | $10.5M | 0.00% | +72,559+27.4% | Added |
| Commonwealth Equity Services, LLC | 355,476 | $11.1M | 0.01% | +21,190+6.3% | Added |
| Hotchkis & Wiley Capital Management LLC | 361,452 | $11.3M | 0.03% | −3,660−1.0% | Reduced |
| Acadian Asset Management LLC | 426,036 | $13.3M | 0.02% | +150,642+54.7% | Added |
| Geode Capital Management, LLC | 482,155 | $15.0M | 0.00% | −3,834−0.8% | Reduced |
| State Street Corp | 507,389 | $16.0M | 0.00% | −37,265−6.8% | Reduced |
| Ategra Capital Management, LLC | 572,075 | $17.8M | 10.19% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 955,906 | $29.8M | 0.01% | +4,801+0.5% | Added |
| Adage Capital Partners GP, L.L.C. | 972,043 | $30.3M | 0.05% | +160,825+19.8% | Added |
| Wellington Management Group LLP | 1,049,295 | $32.7M | 0.01% | +312,470+42.4% | Added |
| Vanguard Group Inc | 1,157,026 | $36.1M | 0.00% | +61,598+5.6% | Added |
| BlackRock, Inc. | 1,461,503 | $45.6M | 0.00% | +10,693+0.7% | Added |
| PL Capital Advisors, LLC | 1,802,791 | $56.2M | 17.71% | +27,905+1.6% | Added |
| Banc Funds Co LLC | 0 | $0 | 0.00% | −104,000−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −84,513−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −83,234−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −19,148−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −16,012−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −11,768−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −9,095−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −8,211−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,937−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −774−100.0% | Sold out |
| ESL Trust Services, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Optimum Investment Advisors | – | – | – | – | Not filed |