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 |
|---|---|---|---|---|---|
| Numerai GP LLC | 43,823 | $1.39M | 0.14% | +13,315+43.6% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 46,176 | $1.46M | 0.00% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 46,348 | $1.47M | 0.03% | 00.0% | Unchanged |
| Cutler Capital Management, LLC | 49,428 | $1.57M | 0.43% | 00.0% | Unchanged |
| Bayview Asset Management, LLC | 50,000 | $1.59M | 1.32% | 00.0% | Unchanged |
| SEI Investments Co | 51,480 | $1.63M | 0.00% | +34,601+205.0% | Added |
| Thrivent Financial for Lutherans | 52,196 | $1.66M | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 52,419 | $1.66M | 0.02% | −44,858−46.1% | Reduced |
| Nuveen, LLC | 56,857 | $1.80M | 0.00% | +19,831+53.6% | Added |
| Commonwealth Equity Services, LLC | 58,903 | $1.87M | 0.00% | −296,573−83.4% | Reduced |
| New York State Common Retirement Fund | 59,415 | $1.88M | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 67,644 | $2.14M | 0.00% | +67,644 | New |
| FMR LLC | 72,558 | $2.30M | 0.00% | +11,790+19.4% | Added |
| American Century Companies Inc | 87,761 | $2.78M | 0.00% | +33,613+62.1% | Added |
| Mendon Capital Advisors Corp | 100,000 | $3.17M | 1.23% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 100,017 | $3.17M | 0.06% | +170.0% | Added |
| Empowered Funds, LLC | 101,340 | $3.21M | 0.02% | +101,340 | New |
| Bank of New York Mellon Corp | 115,244 | $3.65M | 0.00% | −6,186−5.1% | Reduced |
| Maltese Capital Management LLC | 116,963 | $3.71M | 0.73% | −28,037−19.3% | Reduced |
| Courier Capital LLC | 117,201 | $3.72M | 0.21% | +1,301+1.1% | Added |
| Bank of America Corp | 119,691 | $3.80M | 0.00% | +60,234+101.3% | Added |
| Vanguard Fiduciary Trust Co | 126,348 | $4.01M | 0.00% | +126,348 | New |
| Palisades Investment Partners, LLC | 146,504 | $4.69M | 1.84% | +5,562+3.9% | Added |
| Canandaigua National Corp | 154,881 | $4.91M | 0.44% | +154,881 | New |
| AQR Capital Management LLC | 158,010 | $5.01M | 0.00% | +63,433+67.1% | Added |
| Charles Schwab Investment Management Inc | 160,181 | $5.08M | 0.00% | −8,565−5.1% | Reduced |
| LSV Asset Management | 163,900 | $5.20M | 0.01% | −3,600−2.1% | Reduced |
| Northern Trust Corp | 165,519 | $5.25M | 0.00% | +5,233+3.3% | Added |
| Bridgeway Capital Management, LLC | 171,340 | $5.43M | 0.11% | +7,833+4.8% | Added |
| Hotchkis & Wiley Capital Management LLC | 202,302 | $6.41M | 0.02% | −159,150−44.0% | Reduced |
| Renaissance Technologies LLC | 202,931 | $6.43M | 0.01% | −68,369−25.2% | Reduced |
| UBS Group AG | 203,036 | $6.44M | 0.00% | +176,936+677.9% | Added |
| ProShare Advisors LLC | 204,256 | $6.48M | 0.01% | +8,744+4.5% | Added |
| Vanguard Portfolio Management LLC | 212,927 | $6.75M | 0.00% | +212,927 | New |
| Hillsdale Investment Management Inc. | 233,080 | $7.39M | 0.20% | +233,080 | New |
| JPMorgan Chase & Co | 242,921 | $7.54M | 0.00% | −45,156−15.7% | Reduced |
| Goldman Sachs Group Inc | 245,175 | $7.77M | 0.00% | +30,591+14.3% | Added |
| Alliancebernstein L.P. | 253,226 | $7.89M | 0.00% | +13,100+5.5% | Added |
| Morgan Stanley | 260,727 | $8.27M | 0.00% | −76,761−22.7% | Reduced |
| Two Sigma Investments, LP | 274,740 | $8.71M | 0.01% | +111,213+68.0% | Added |
| Raymond James Financial Inc | 349,028 | $11.1M | 0.00% | +349,028 | New |
| Acadian Asset Management LLC | 554,604 | $17.6M | 0.02% | +128,568+30.2% | Added |
| Ategra Capital Management, LLC | 564,100 | $17.9M | 9.96% | −7,975−1.4% | Reduced |
| Geode Capital Management, LLC | 568,696 | $18.0M | 0.00% | +86,541+17.9% | Added |
| State Street Corp | 579,119 | $18.5M | 0.00% | +71,730+14.1% | Added |
| Vanguard Capital Management LLC | 835,538 | $26.5M | 0.00% | +835,538 | New |
| Wellington Management Group LLP | 900,493 | $28.6M | 0.01% | −148,802−14.2% | Reduced |
| Adage Capital Partners GP, L.L.C. | 948,441 | $30.1M | 0.05% | −23,602−2.4% | Reduced |
| Dimensional Fund Advisors LP | 957,667 | $30.4M | 0.01% | +1,761+0.2% | Added |
| BlackRock, Inc. | 1,478,072 | $46.9M | 0.00% | +16,569+1.1% | Added |
| PL Capital Advisors, LLC | 1,816,102 | $57.6M | 17.37% | +13,311+0.7% | Added |
| Fourthstone LLC | 0 | $0 | 0.00% | −254,501−100.0% | Sold out |
| rhino investment partners, Inc | 0 | $0 | 0.00% | −215,887−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −109,387−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −60,934−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −29,072−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −25,114−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −23,899−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −17,987−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −17,064−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −13,473−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −11,137−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −9,061−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −7,547−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −7,271−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −624−100.0% | Sold out |
| NBT Bank N A | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Eurizon Capital SGR S.p.A. | 0 | $0 | 0.00% | −124−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Canandaigua National Bank & Trust Co | – | – | – | – | Not filed |
| Brandywine Global Investment Management, LLC | – | – | – | – | Not filed |
| EMC Capital Management | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |