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 |
|---|---|---|---|---|---|
| Quantbot Technologies LP | 6,892 | $218.5K | 0.01% | +6,892 | New |
| SG Americas Securities, LLC | 6,102 | $193.0K | 0.00% | −2,252−27.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 4,841 | $153.5K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 4,390 | $139.2K | 0.00% | −3,119−41.5% | Reduced |
| Los Angeles Capital Management LLC | 3,705 | $117.5K | 0.00% | −410−10.0% | Reduced |
| Allworth Financial LP | 2,955 | $93.7K | 0.00% | +66+2.3% | Added |
| Tompkins Financial Corp | 2,739 | $86.9K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,021 | $64.1K | 0.01% | −63−3.0% | Reduced |
| Legal & General Group Plc | 1,728 | $54.8K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,670 | $53.0K | 0.00% | +63+3.9% | Added |
| Fifth Third Bancorp | 1,647 | $52.2K | 0.00% | +1,647 | New |
| EverSource Wealth Advisors, LLC | 1,645 | $52.2K | 0.00% | −4−0.2% | Reduced |
| Ameritas Investment Partners, Inc. | 1,613 | $51.1K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,431 | $45.4K | 0.00% | +1,431 | New |
| MAI Capital Management | 1,400 | $44.4K | 0.00% | +397+39.6% | Added |
| Royal Bank of Canada | 1,290 | $40.0K | 0.00% | +310+31.6% | Added |
| Rockefeller Capital Management L.P. | 1,233 | $39.1K | 0.00% | +986+399.2% | Added |
| Tower Research Capital LLC (TRC) | 1,226 | $38.9K | 0.00% | −48−3.8% | Reduced |
| California State Teachers Retirement System | 1,075 | $34.1K | 0.00% | −148−12.1% | Reduced |
| UBS Asset Management Americas Inc | 1,030 | $32.7K | 0.00% | +873+556.1% | Added |
| Larson Financial Group LLC | 990 | $31.4K | 0.00% | −35−3.4% | Reduced |
| Sterling Capital Management LLC | 648 | $20.5K | 0.00% | −514−44.2% | Reduced |
| Smartleaf Asset Management LLC | 657 | $20.4K | 0.00% | −105−13.8% | Reduced |
| GAMMA Investing LLC | 546 | $17.3K | 0.00% | +45+9.0% | Added |
| Advisor Group Holdings, Inc. | 504 | $16.0K | 0.00% | −145−22.3% | Reduced |
| Simplex Trading, LLC | 453 | $14.4K | 0.00% | +63+16.2% | Added |
| The PNC Financial Services Group, Inc. | 321 | $10.2K | 0.00% | +238+286.7% | Added |
| Versant Capital Management, Inc | 274 | $8.69K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 247 | $7.93K | 0.00% | +7+2.9% | Added |
| Community Bank, N.A. | 250 | $7.92K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 222 | $7.04K | 0.00% | +222 | New |
| Nisa Investment Advisors, LLC | 211 | $6.76K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 198 | $6.28K | 0.00% | +40+25.3% | Added |
| Stone House Investment Management, LLC | 115 | $3.65K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 90 | $2.85K | 0.00% | +70+350.0% | Added |
| SBI Securities Co., Ltd. | 88 | $2.79K | 0.00% | +33+60.0% | Added |
| Essential Partners LLC | 71 | $2.25K | 0.00% | +1+1.4% | Added |
| Basecamp Wealth Advisors LLC | 69 | $2.19K | 0.00% | +33+91.7% | Added |
| Root Financial Partners, LLC | 43 | $1.36K | 0.00% | +16+59.3% | Added |
| Parkside Financial Bank & Trust | 40 | $1.27K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 40 | $1.27K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 15 | $477 | 0.00% | −372−96.1% | Reduced |
| US Bancorp | 11 | $349 | 0.00% | +11 | New |
| SJS Investment Consulting Inc. | 9 | $286 | 0.00% | +9 | New |
| JPL Wealth Management, LLC | 6 | $191 | 0.00% | +6 | New |
| Assetmark, Inc | 4 | $127 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2 | $63 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $32 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1 | $32 | 0.00% | +1 | New |
| Covestor Ltd | 2 | $0 | 0.00% | +1+100.0% | 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 |