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 |
|---|---|---|---|---|---|
| Police & Firemen's Retirement System of New Jersey | 4,841 | $150.9K | 0.00% | −1,228−20.2% | Reduced |
| Los Angeles Capital Management LLC | 4,115 | $118.0K | 0.00% | +4,115 | New |
| Allworth Financial LP | 2,889 | $90.1K | 0.00% | −8−0.3% | Reduced |
| Tompkins Financial Corp | 2,739 | $85.4K | 0.01% | 00.0% | Unchanged |
| EMC Capital Management | 2,542 | $79.0K | 0.04% | −449−15.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,084 | $65.0K | 0.01% | +2,084 | New |
| Legal & General Group Plc | 1,728 | $53.9K | 0.00% | −100−5.5% | Reduced |
| EverSource Wealth Advisors, LLC | 1,649 | $51.4K | 0.00% | −9−0.5% | Reduced |
| Comerica Bank | 1,647 | $51.3K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,613 | $50.3K | 0.00% | −323−16.7% | Reduced |
| Great West Life Assurance Co | 1,607 | $50.0K | 0.00% | +497+44.8% | Added |
| Tower Research Capital LLC (TRC) | 1,274 | $39.7K | 0.00% | +159+14.3% | Added |
| California State Teachers Retirement System | 1,223 | $38.1K | 0.00% | −18−1.5% | Reduced |
| Sterling Capital Management LLC | 1,162 | $36.2K | 0.00% | −209−15.2% | Reduced |
| Larson Financial Group LLC | 1,025 | $31.9K | 0.00% | −145−12.4% | Reduced |
| MAI Capital Management | 1,003 | $31.3K | 0.00% | +1,003 | New |
| Royal Bank of Canada | 980 | $30.0K | 0.00% | −3,810−79.5% | Reduced |
| Smartleaf Asset Management LLC | 762 | $23.9K | 0.00% | +742+3,710.0% | Added |
| Advisor Group Holdings, Inc. | 649 | $20.2K | 0.00% | −49−7.0% | Reduced |
| Amalgamated Bank | 624 | $19.0K | 0.00% | −36−5.5% | Reduced |
| GAMMA Investing LLC | 501 | $15.6K | 0.00% | +33+7.1% | Added |
| NBT Bank N A | 500 | $15.6K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 390 | $12.2K | 0.00% | +390 | New |
| SRS Capital Advisors, Inc. | 387 | $12.1K | 0.00% | −1,997−83.8% | Reduced |
| Versant Capital Management, Inc | 274 | $8.54K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 250 | $7.79K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 247 | $7.70K | 0.00% | +247 | New |
| Farther Finance Advisors, LLC | 240 | $7.48K | 0.00% | +156+185.7% | Added |
| Nisa Investment Advisors, LLC | 211 | $6.68K | 0.00% | −134−38.8% | Reduced |
| Optiver Holding B.V. | 158 | $4.92K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 157 | $4.89K | 0.00% | +157 | New |
| Eurizon Capital SGR S.p.A. | 124 | $3.87K | 0.00% | +124 | New |
| Stone House Investment Management, LLC | 115 | $3.58K | 0.00% | +34+42.0% | Added |
| FNY Investment Advisers, LLC | 100 | $3.00K | 0.00% | +100 | New |
| The PNC Financial Services Group, Inc. | 83 | $2.59K | 0.00% | +5+6.4% | Added |
| Essential Partners LLC | 70 | $2.18K | 0.00% | +7+11.1% | Added |
| SBI Securities Co., Ltd. | 55 | $1.71K | 0.00% | −22−28.6% | Reduced |
| Parkside Financial Bank & Trust | 40 | $1.25K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 40 | $1.25K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 36 | $1.12K | 0.00% | +36 | New |
| Capital Advisors, Ltd. LLC | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 27 | $842 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 20 | $623 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 19 | $592 | 0.00% | +19 | New |
| Parallel Advisors, LLC | 13 | $405 | 0.00% | +13 | New |
| Assetmark, Inc | 4 | $125 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2 | $63 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2 | $62 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $31 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |