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, Q1 2026
Institutional positions in Financial Institutions Inc as of Mar 31, 2026. 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
- 151
- +6 vs. Q4 2025
- Shares held
- 15.9M
- +1.41M (+9.8%) vs. Q4 2025
- Total value
- $502.8M
- +$52.2M (+11.6%) vs. Q4 2025
- New holders
- 27
- 58 more added
- Sold out
- 21
- 43 more reduced
5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Financial Institutions Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| PL Capital Advisors, LLC | 1,816,102 | $57.6M | 17.37% | +13,311+0.7% | Added |
| BlackRock, Inc. | 1,478,072 | $46.9M | 0.00% | +16,569+1.1% | Added |
| Dimensional Fund Advisors LP | 957,667 | $30.4M | 0.01% | +1,761+0.2% | Added |
| Adage Capital Partners GP, L.L.C. | 948,441 | $30.1M | 0.05% | −23,602−2.4% | Reduced |
| Wellington Management Group LLP | 900,493 | $28.6M | 0.01% | −148,802−14.2% | Reduced |
| Vanguard Capital Management LLC | 835,538 | $26.5M | 0.00% | +835,538 | New |
| State Street Corp | 579,119 | $18.5M | 0.00% | +71,730+14.1% | Added |
| Geode Capital Management, LLC | 568,696 | $18.0M | 0.00% | +86,541+17.9% | Added |
| Ategra Capital Management, LLC | 564,100 | $17.9M | 9.96% | −7,975−1.4% | Reduced |
| Acadian Asset Management LLC | 554,604 | $17.6M | 0.02% | +128,568+30.2% | Added |
| Raymond James Financial Inc | 349,028 | $11.1M | 0.00% | +349,028 | New |
| Two Sigma Investments, LP | 274,740 | $8.71M | 0.01% | +111,213+68.0% | Added |
| Morgan Stanley | 260,727 | $8.27M | 0.00% | −76,761−22.7% | Reduced |
| Alliancebernstein L.P. | 253,226 | $7.89M | 0.00% | +13,100+5.5% | Added |
| Goldman Sachs Group Inc | 245,175 | $7.77M | 0.00% | +30,591+14.3% | Added |
| JPMorgan Chase & Co | 242,921 | $7.54M | 0.00% | −45,156−15.7% | Reduced |
| Hillsdale Investment Management Inc. | 233,080 | $7.39M | 0.20% | +233,080 | New |
| Vanguard Portfolio Management LLC | 212,927 | $6.75M | 0.00% | +212,927 | New |
| ProShare Advisors LLC | 204,256 | $6.48M | 0.01% | +8,744+4.5% | Added |
| UBS Group AG | 203,036 | $6.44M | 0.00% | +176,936+677.9% | Added |
| Renaissance Technologies LLC | 202,931 | $6.43M | 0.01% | −68,369−25.2% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 202,302 | $6.41M | 0.02% | −159,150−44.0% | Reduced |
| Bridgeway Capital Management, LLC | 171,340 | $5.43M | 0.11% | +7,833+4.8% | Added |
| Northern Trust Corp | 165,519 | $5.25M | 0.00% | +5,233+3.3% | Added |
| LSV Asset Management | 163,900 | $5.20M | 0.01% | −3,600−2.1% | Reduced |
| Charles Schwab Investment Management Inc | 160,181 | $5.08M | 0.00% | −8,565−5.1% | Reduced |
| AQR Capital Management LLC | 158,010 | $5.01M | 0.00% | +63,433+67.1% | Added |
| Canandaigua National Corp | 154,881 | $4.91M | 0.44% | +154,881 | New |
| Palisades Investment Partners, LLC | 146,504 | $4.69M | 1.84% | +5,562+3.9% | Added |
| Vanguard Fiduciary Trust Co | 126,348 | $4.01M | 0.00% | +126,348 | New |
| Bank of America Corp | 119,691 | $3.80M | 0.00% | +60,234+101.3% | Added |
| Courier Capital LLC | 117,201 | $3.72M | 0.21% | +1,301+1.1% | Added |
| Maltese Capital Management LLC | 116,963 | $3.71M | 0.73% | −28,037−19.3% | Reduced |
| Bank of New York Mellon Corp | 115,244 | $3.65M | 0.00% | −6,186−5.1% | Reduced |
| Empowered Funds, LLC | 101,340 | $3.21M | 0.02% | +101,340 | New |
| RMB Capital Management, LLC | 100,017 | $3.17M | 0.06% | +170.0% | Added |
| Mendon Capital Advisors Corp | 100,000 | $3.17M | 1.23% | 00.0% | Unchanged |
| American Century Companies Inc | 87,761 | $2.78M | 0.00% | +33,613+62.1% | Added |
| FMR LLC | 72,558 | $2.30M | 0.00% | +11,790+19.4% | Added |
| Qube Research & Technologies Ltd | 67,644 | $2.14M | 0.00% | +67,644 | New |
| New York State Common Retirement Fund | 59,415 | $1.88M | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 58,903 | $1.87M | 0.00% | −296,573−83.4% | Reduced |
| Nuveen, LLC | 56,857 | $1.80M | 0.00% | +19,831+53.6% | Added |
| Verition Fund Management LLC | 52,419 | $1.66M | 0.02% | −44,858−46.1% | Reduced |
| Thrivent Financial for Lutherans | 52,196 | $1.66M | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 51,480 | $1.63M | 0.00% | +34,601+205.0% | Added |
| Bayview Asset Management, LLC | 50,000 | $1.59M | 1.32% | 00.0% | Unchanged |
| Cutler Capital Management, LLC | 49,428 | $1.57M | 0.43% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 46,348 | $1.47M | 0.03% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 46,176 | $1.46M | 0.00% | 00.0% | Unchanged |
| Numerai GP LLC | 43,823 | $1.39M | 0.14% | +13,315+43.6% | Added |
| Segall Bryant & Hamill, LLC | 43,315 | $1.37M | 0.02% | −28,670−39.8% | Reduced |
| Martingale Asset Management L P | 41,548 | $1.32M | 0.03% | +34,348+477.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 40,052 | $1.27M | 0.00% | +30,616+324.5% | Added |
| Victory Capital Management Inc | 37,600 | $1.19M | 0.00% | −372−1.0% | Reduced |
| Russell Investments Group, Ltd. | 35,006 | $1.11M | 0.00% | −3,443−9.0% | Reduced |
| Invesco Ltd. | 34,037 | $1.08M | 0.00% | −1,256−3.6% | Reduced |
| Trexquant Investment LP | 33,666 | $1.07M | 0.01% | −58,580−63.5% | Reduced |
| Franklin Resources Inc | 30,108 | $954.7K | 0.00% | +13,271+78.8% | Added |
| Man Group plc | 29,941 | $949.4K | 0.00% | +29,941 | New |
| Vanguard Global Advisers, LLC | 26,068 | $826.6K | 0.00% | +26,068 | New |
| Rhumbline Advisers | 25,157 | $797.7K | 0.00% | −417−1.6% | Reduced |
| ExodusPoint Capital Management, LP | 23,744 | $752.9K | 0.01% | +23,744 | New |
| EAM Investors, LLC | 22,433 | $711.4K | 0.08% | +22,433 | New |
| Campbell & CO Investment Adviser LLC | 22,284 | $706.6K | 0.04% | +11,102+99.3% | Added |
| Quantinno Capital Management LP | 20,501 | $650.1K | 0.00% | +3,192+18.4% | Added |
| Prudential Financial Inc | 20,439 | $648.1K | 0.00% | +9,630+89.1% | Added |
| Susquehanna Fundamental Investments, LLC | 20,131 | $638.4K | 0.02% | +8,656+75.4% | Added |
| Creative Planning | 19,992 | $633.9K | 0.00% | +1,658+9.0% | Added |
| Ameriprise Financial Inc | 19,427 | $616.3K | 0.00% | −22,100−53.2% | Reduced |
| STRS Ohio | 18,800 | $596.1K | 0.00% | +18,800 | New |
| Gsa Capital Partners LLP | 18,029 | $572.0K | 0.04% | −10,276−36.3% | Reduced |
| Millennium Management LLC | 17,240 | $546.7K | 0.00% | +5,545+47.4% | Added |
| Deutsche Bank AG | 16,982 | $538.5K | 0.00% | +2,514+17.4% | Added |
| Susquehanna International Group, LLP | 16,608 | $526.6K | 0.00% | +16,608 | New |
| BNP Paribas Arbitrage, SA | 16,561 | $525.1K | 0.00% | +10,431+170.2% | Added |
| Alps Advisors Inc | 16,370 | $519.1K | 0.00% | +16,370 | New |
| Rafferty Asset Management, LLC | 16,178 | $513.0K | 0.00% | +1,094+7.3% | Added |
| Citigroup Inc | 15,445 | $489.8K | 0.00% | +4,210+37.5% | Added |
| Price T Rowe Associates Inc | 15,342 | $487.0K | 0.00% | +3,577+30.4% | Added |
| Barclays PLC | 12,239 | $388.1K | 0.00% | −24,081−66.3% | Reduced |
| Marshall Wace, LLP | 11,809 | $374.5K | 0.00% | −4,115−25.8% | Reduced |
| Graham Capital Management, L.P. | 11,779 | $373.5K | 0.01% | +2,045+21.0% | Added |
| HSBC Holdings PLC | 11,631 | $369.3K | 0.00% | +11,631 | New |
| Citadel Advisors LLC | 11,459 | $363.4K | 0.00% | −11,815−50.8% | Reduced |
| Great Lakes Advisors, LLC | 11,076 | $351.2K | 0.00% | +312+2.9% | Added |
| MetLife Investment Management | 11,027 | $349.7K | 0.00% | −183−1.6% | Reduced |
| Jane Street Group, LLC | 10,397 | $329.7K | 0.00% | −17,013−62.1% | Reduced |
| Ieq Capital, LLC | 9,924 | $314.7K | 0.00% | +9,924 | New |
| CWM, LLC | 9,379 | $297.4K | 0.00% | +811+9.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 9,152 | $290.2K | 0.00% | −50−0.5% | Reduced |
| Balyasny Asset Management LLC | 9,124 | $289.3K | 0.00% | +9,124 | New |
| Stonebrook Private Inc. | 8,685 | $275.4K | 0.06% | +16+0.2% | Added |
| Daytona Street Capital LLC | 8,000 | $258.1K | 0.21% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 7,554 | $239.5K | 0.00% | +7,554 | New |
| Cary Street Partners Financial LLC | 7,450 | $236.2K | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 7,395 | $234.5K | 0.00% | −15,586−67.8% | Reduced |
| Brevan Howard Capital Management LP | 7,311 | $231.8K | 0.00% | −669−8.4% | Reduced |
| D. E. Shaw & Co., Inc. | 7,253 | $230.0K | 0.00% | −7,386−50.5% | Reduced |
| First Trust Advisors LP | 7,190 | $228.0K | 0.00% | −835−10.4% | Reduced |