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 |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | +1+100.0% | Added |
| Huntington National Bank | 1 | $32 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1 | $32 | 0.00% | +1 | New |
| IFP Advisors, Inc | 2 | $63 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 4 | $127 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 6 | $191 | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 9 | $286 | 0.00% | +9 | New |
| US Bancorp | 11 | $349 | 0.00% | +11 | New |
| SRS Capital Advisors, Inc. | 15 | $477 | 0.00% | −372−96.1% | Reduced |
| Capital Advisors, Ltd. LLC | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 40 | $1.27K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 40 | $1.27K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 43 | $1.36K | 0.00% | +16+59.3% | Added |
| Basecamp Wealth Advisors LLC | 69 | $2.19K | 0.00% | +33+91.7% | Added |
| Essential Partners LLC | 71 | $2.25K | 0.00% | +1+1.4% | Added |
| SBI Securities Co., Ltd. | 88 | $2.79K | 0.00% | +33+60.0% | Added |
| Rothschild Investment LLC | 90 | $2.85K | 0.00% | +70+350.0% | Added |
| Stone House Investment Management, LLC | 115 | $3.65K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 198 | $6.28K | 0.00% | +40+25.3% | Added |
| Nisa Investment Advisors, LLC | 211 | $6.76K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 222 | $7.04K | 0.00% | +222 | New |
| Community Bank, N.A. | 250 | $7.92K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 247 | $7.93K | 0.00% | +7+2.9% | Added |
| Versant Capital Management, Inc | 274 | $8.69K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 321 | $10.2K | 0.00% | +238+286.7% | Added |
| Simplex Trading, LLC | 453 | $14.4K | 0.00% | +63+16.2% | Added |
| Advisor Group Holdings, Inc. | 504 | $16.0K | 0.00% | −145−22.3% | Reduced |
| GAMMA Investing LLC | 546 | $17.3K | 0.00% | +45+9.0% | Added |
| Smartleaf Asset Management LLC | 657 | $20.4K | 0.00% | −105−13.8% | Reduced |
| Sterling Capital Management LLC | 648 | $20.5K | 0.00% | −514−44.2% | Reduced |
| Larson Financial Group LLC | 990 | $31.4K | 0.00% | −35−3.4% | Reduced |
| UBS Asset Management Americas Inc | 1,030 | $32.7K | 0.00% | +873+556.1% | Added |
| California State Teachers Retirement System | 1,075 | $34.1K | 0.00% | −148−12.1% | Reduced |
| Tower Research Capital LLC (TRC) | 1,226 | $38.9K | 0.00% | −48−3.8% | Reduced |
| Rockefeller Capital Management L.P. | 1,233 | $39.1K | 0.00% | +986+399.2% | Added |
| Royal Bank of Canada | 1,290 | $40.0K | 0.00% | +310+31.6% | Added |
| MAI Capital Management | 1,400 | $44.4K | 0.00% | +397+39.6% | Added |
| Advisory Services Network, LLC | 1,431 | $45.4K | 0.00% | +1,431 | New |
| Ameritas Investment Partners, Inc. | 1,613 | $51.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,645 | $52.2K | 0.00% | −4−0.2% | Reduced |
| Fifth Third Bancorp | 1,647 | $52.2K | 0.00% | +1,647 | New |
| Great West Life Assurance Co | 1,670 | $53.0K | 0.00% | +63+3.9% | Added |
| Legal & General Group Plc | 1,728 | $54.8K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,021 | $64.1K | 0.01% | −63−3.0% | Reduced |
| Tompkins Financial Corp | 2,739 | $86.9K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 2,955 | $93.7K | 0.00% | +66+2.3% | Added |
| Los Angeles Capital Management LLC | 3,705 | $117.5K | 0.00% | −410−10.0% | Reduced |
| Aquatic Capital Management LLC | 4,390 | $139.2K | 0.00% | −3,119−41.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 4,841 | $153.5K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 6,102 | $193.0K | 0.00% | −2,252−27.0% | Reduced |
| Quantbot Technologies LP | 6,892 | $218.5K | 0.01% | +6,892 | New |
| First Trust Advisors LP | 7,190 | $228.0K | 0.00% | −835−10.4% | Reduced |
| D. E. Shaw & Co., Inc. | 7,253 | $230.0K | 0.00% | −7,386−50.5% | Reduced |
| Brevan Howard Capital Management LP | 7,311 | $231.8K | 0.00% | −669−8.4% | Reduced |
| Wells Fargo & Company | 7,395 | $234.5K | 0.00% | −15,586−67.8% | Reduced |
| Cary Street Partners Financial LLC | 7,450 | $236.2K | 0.01% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 7,554 | $239.5K | 0.00% | +7,554 | New |
| Daytona Street Capital LLC | 8,000 | $258.1K | 0.21% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 8,685 | $275.4K | 0.06% | +16+0.2% | Added |
| Balyasny Asset Management LLC | 9,124 | $289.3K | 0.00% | +9,124 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 9,152 | $290.2K | 0.00% | −50−0.5% | Reduced |
| CWM, LLC | 9,379 | $297.4K | 0.00% | +811+9.5% | Added |
| Ieq Capital, LLC | 9,924 | $314.7K | 0.00% | +9,924 | New |
| Jane Street Group, LLC | 10,397 | $329.7K | 0.00% | −17,013−62.1% | Reduced |
| MetLife Investment Management | 11,027 | $349.7K | 0.00% | −183−1.6% | Reduced |
| Great Lakes Advisors, LLC | 11,076 | $351.2K | 0.00% | +312+2.9% | Added |
| Citadel Advisors LLC | 11,459 | $363.4K | 0.00% | −11,815−50.8% | Reduced |
| HSBC Holdings PLC | 11,631 | $369.3K | 0.00% | +11,631 | New |
| Graham Capital Management, L.P. | 11,779 | $373.5K | 0.01% | +2,045+21.0% | Added |
| Marshall Wace, LLP | 11,809 | $374.5K | 0.00% | −4,115−25.8% | Reduced |
| Barclays PLC | 12,239 | $388.1K | 0.00% | −24,081−66.3% | Reduced |
| Price T Rowe Associates Inc | 15,342 | $487.0K | 0.00% | +3,577+30.4% | Added |
| Citigroup Inc | 15,445 | $489.8K | 0.00% | +4,210+37.5% | Added |
| Rafferty Asset Management, LLC | 16,178 | $513.0K | 0.00% | +1,094+7.3% | Added |
| Alps Advisors Inc | 16,370 | $519.1K | 0.00% | +16,370 | New |
| BNP Paribas Arbitrage, SA | 16,561 | $525.1K | 0.00% | +10,431+170.2% | Added |
| Susquehanna International Group, LLP | 16,608 | $526.6K | 0.00% | +16,608 | New |
| Deutsche Bank AG | 16,982 | $538.5K | 0.00% | +2,514+17.4% | Added |
| Millennium Management LLC | 17,240 | $546.7K | 0.00% | +5,545+47.4% | Added |
| Gsa Capital Partners LLP | 18,029 | $572.0K | 0.04% | −10,276−36.3% | Reduced |
| STRS Ohio | 18,800 | $596.1K | 0.00% | +18,800 | New |
| Ameriprise Financial Inc | 19,427 | $616.3K | 0.00% | −22,100−53.2% | Reduced |
| Creative Planning | 19,992 | $633.9K | 0.00% | +1,658+9.0% | Added |
| Susquehanna Fundamental Investments, LLC | 20,131 | $638.4K | 0.02% | +8,656+75.4% | Added |
| Prudential Financial Inc | 20,439 | $648.1K | 0.00% | +9,630+89.1% | Added |
| Quantinno Capital Management LP | 20,501 | $650.1K | 0.00% | +3,192+18.4% | Added |
| Campbell & CO Investment Adviser LLC | 22,284 | $706.6K | 0.04% | +11,102+99.3% | Added |
| EAM Investors, LLC | 22,433 | $711.4K | 0.08% | +22,433 | New |
| ExodusPoint Capital Management, LP | 23,744 | $752.9K | 0.01% | +23,744 | New |
| Rhumbline Advisers | 25,157 | $797.7K | 0.00% | −417−1.6% | Reduced |
| Vanguard Global Advisers, LLC | 26,068 | $826.6K | 0.00% | +26,068 | New |
| Man Group plc | 29,941 | $949.4K | 0.00% | +29,941 | New |
| Franklin Resources Inc | 30,108 | $954.7K | 0.00% | +13,271+78.8% | Added |
| Trexquant Investment LP | 33,666 | $1.07M | 0.01% | −58,580−63.5% | Reduced |
| Invesco Ltd. | 34,037 | $1.08M | 0.00% | −1,256−3.6% | Reduced |
| Russell Investments Group, Ltd. | 35,006 | $1.11M | 0.00% | −3,443−9.0% | Reduced |
| Victory Capital Management Inc | 37,600 | $1.19M | 0.00% | −372−1.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 40,052 | $1.27M | 0.00% | +30,616+324.5% | Added |
| Martingale Asset Management L P | 41,548 | $1.32M | 0.03% | +34,348+477.1% | Added |
| Segall Bryant & Hamill, LLC | 43,315 | $1.37M | 0.02% | −28,670−39.8% | Reduced |