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, Q2 2026
Institutional positions in Financial Institutions Inc as of Jun 30, 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
- 159
- +10 vs. Q1 2026
- Shares held
- 15.7M
- +39.3K (+0.3%) vs. Q1 2026
- Total value
- $611.5M
- +$114.0M (+22.9%) vs. Q1 2026
- New holders
- 26
- 74 more added
- Sold out
- 16
- 32 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Financial Institutions Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 7 | $0 | 0.00% | +5+250.0% | Added |
| Huntington National Bank | 1 | $39 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1 | $39 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1 | $39 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $39 | 0.00% | +1 | New |
| Assetmark, Inc | 4 | $156 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 5 | $195 | 0.00% | −1−16.7% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 6 | $234 | 0.00% | +6 | New |
| US Bancorp | 11 | $429 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 11 | $429 | 0.00% | +2+22.2% | Added |
| Clearstead Advisors, LLC | 25 | $975 | 0.00% | +25 | New |
| Parkside Financial Bank & Trust | 40 | $1.56K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 40 | $1.56K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 46 | $1.79K | 0.00% | −152−76.8% | Reduced |
| Simplex Trading, LLC | 47 | $1.83K | 0.00% | −406−89.6% | Reduced |
| Capital Advisors, Ltd. LLC | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 60 | $2.34K | 0.00% | +60 | New |
| Basecamp Wealth Advisors LLC | 80 | $3.12K | 0.00% | +11+15.9% | Added |
| Stone House Investment Management, LLC | 115 | $4.48K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 118 | $4.60K | 0.00% | +47+66.2% | Added |
| IFP Advisors, Inc | 124 | $4.83K | 0.00% | +122+6,100.0% | Added |
| Rothschild Investment LLC | 137 | $5.34K | 0.00% | +47+52.2% | Added |
| Silver Grove Financial Group, Inc. | 171 | $6.67K | 0.00% | +171 | New |
| Federated Hermes, Inc. | 192 | $7.48K | 0.00% | +192 | New |
| Nisa Investment Advisors, LLC | 213 | $8.37K | 0.00% | +2+0.9% | Added |
| Community Bank, N.A. | 250 | $9.74K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 254 | $9.90K | 0.00% | +7+2.8% | Added |
| SBI Securities Co., Ltd. | 255 | $9.94K | 0.00% | +167+189.8% | Added |
| California State Teachers Retirement System | 271 | $10.6K | 0.00% | −804−74.8% | Reduced |
| Versant Capital Management, Inc | 274 | $10.7K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 338 | $13.2K | 0.00% | +17+5.3% | Added |
| EverSource Wealth Advisors, LLC | 397 | $15.5K | 0.00% | −1,248−75.9% | Reduced |
| Advisor Group Holdings, Inc. | 507 | $19.8K | 0.00% | +3+0.6% | Added |
| GAMMA Investing LLC | 546 | $21.3K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 550 | $21.4K | 0.00% | +550 | New |
| First Horizon Corp | 641 | $25.0K | 0.00% | +641 | New |
| Smartleaf Asset Management LLC | 657 | $25.5K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 982 | $38.3K | 0.00% | −665−40.4% | Reduced |
| Larson Financial Group LLC | 1,010 | $39.4K | 0.00% | +20+2.0% | Added |
| UBS Asset Management Americas Inc | 1,030 | $40.1K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,225 | $47.0K | 0.00% | −65−5.0% | Reduced |
| SRS Capital Advisors, Inc. | 1,364 | $53.2K | 0.00% | +1,349+8,993.3% | Added |
| Quantbot Technologies LP | 1,426 | $55.6K | 0.00% | −5,466−79.3% | Reduced |
| Rockefeller Capital Management L.P. | 1,565 | $61.0K | 0.00% | +332+26.9% | Added |
| Great West Life Assurance Co | 1,557 | $61.0K | 0.00% | −113−6.8% | Reduced |
| Ameritas Investment Partners, Inc. | 1,613 | $62.9K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,021 | $78.8K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,256 | $87.9K | 0.00% | +1,030+84.0% | Added |
| Tompkins Financial Corp | 2,739 | $106.7K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 3,251 | $126.7K | 0.00% | +296+10.0% | Added |
| Los Angeles Capital Management LLC | 3,705 | $144.4K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 3,990 | $155.5K | 0.00% | +2,262+130.9% | Added |
| Colony Group, LLC | 5,383 | $209.8K | 0.00% | +5,383 | New |
| Cerity Partners LLC | 5,625 | $219.2K | 0.00% | +5,625 | New |
| Intech Investment Management LLC | 5,780 | $225.2K | 0.00% | +5,780 | New |
| Police & Firemen's Retirement System of New Jersey | 6,000 | $233.8K | 0.00% | +1,159+23.9% | Added |
| Mariner, LLC | 6,554 | $255.4K | 0.00% | +6,554 | New |
| Bank of Nova Scotia | 6,600 | $257.2K | 0.00% | +6,600 | New |
| Virtu Financial LLC | 6,892 | $269.0K | 0.01% | +6,892 | New |
| First Trust Advisors LP | 7,108 | $277.0K | 0.00% | −82−1.1% | Reduced |
| Cary Street Partners Financial LLC | 7,450 | $290.3K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 7,517 | $293.0K | 0.00% | +1,415+23.2% | Added |
| Sterling Capital Management LLC | 7,687 | $299.6K | 0.01% | +7,039+1,086.3% | Added |
| Engineers Gate Manager LP | 7,836 | $305.4K | 0.00% | +7,836 | New |
| State of Wisconsin Investment Board | 8,310 | $323.8K | 0.00% | +8,310 | New |
| Mercer Global Advisors Inc | 8,625 | $336.1K | 0.00% | +8,625 | New |
| Stonebrook Private Inc. | 8,759 | $341.3K | 0.06% | +74+0.9% | Added |
| Barclays PLC | 8,800 | $342.9K | 0.00% | −3,439−28.1% | Reduced |
| Rafferty Asset Management, LLC | 8,833 | $344.2K | 0.00% | −7,345−45.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 9,073 | $353.6K | 0.00% | −79−0.9% | Reduced |
| D. E. Shaw & Co., Inc. | 10,598 | $413.0K | 0.00% | +3,345+46.1% | Added |
| Squarepoint Ops LLC | 10,995 | $428.5K | 0.00% | +3,441+45.6% | Added |
| Great Lakes Advisors, LLC | 11,043 | $430.3K | 0.00% | −33−0.3% | Reduced |
| Ieq Capital, LLC | 11,144 | $434.3K | 0.00% | +1,220+12.3% | Added |
| Panagora Asset Management Inc | 11,447 | $446.1K | 0.00% | +11,447 | New |
| MetLife Investment Management | 11,705 | $456.1K | 0.00% | +678+6.1% | Added |
| Graham Capital Management, L.P. | 12,162 | $474.0K | 0.01% | +383+3.3% | Added |
| Arrowstreet Capital, Limited Partnership | 12,741 | $496.5K | 0.00% | +12,741 | New |
| UBS Group AG | 13,023 | $507.5K | 0.00% | −190,013−93.6% | Reduced |
| Bailard, Inc. | 13,400 | $522.2K | 0.01% | +13,400 | New |
| Wealth Enhancement Advisory Services, LLC | 14,118 | $548.5K | 0.00% | +14,118 | New |
| Oppenheimer & Close, LLC | 14,500 | $565.1K | 0.36% | +14,500 | New |
| Quadrature Capital Ltd | 15,129 | $589.6K | 0.01% | +15,129 | New |
| Price T Rowe Associates Inc | 15,812 | $617.0K | 0.00% | +470+3.1% | Added |
| Susquehanna Fundamental Investments, LLC | 16,185 | $630.7K | 0.01% | −3,946−19.6% | Reduced |
| Wells Fargo & Company | 16,499 | $643.0K | 0.00% | +9,104+123.1% | Added |
| Alps Advisors Inc | 16,572 | $645.8K | 0.00% | +202+1.2% | Added |
| BNP Paribas Arbitrage, SA | 16,948 | $660.5K | 0.00% | +387+2.3% | Added |
| Citigroup Inc | 17,847 | $695.5K | 0.00% | +2,402+15.6% | Added |
| Deutsche Bank AG | 19,219 | $749.0K | 0.00% | +2,237+13.2% | Added |
| Ameriprise Financial Inc | 19,427 | $757.3K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 19,800 | $771.6K | 0.00% | +1,000+5.3% | Added |
| XTX Topco Ltd | 20,707 | $807.0K | 0.01% | +20,707 | New |
| EAM Investors, LLC | 21,546 | $839.6K | 0.07% | −887−4.0% | Reduced |
| Millennium Management LLC | 23,393 | $911.6K | 0.00% | +6,153+35.7% | Added |
| Creative Planning | 23,631 | $920.9K | 0.00% | +3,639+18.2% | Added |
| Quantinno Capital Management LP | 23,839 | $929.0K | 0.00% | +3,338+16.3% | Added |
| Rhumbline Advisers | 25,431 | $991.0K | 0.00% | +274+1.1% | Added |
| Vanguard Global Advisers, LLC | 26,068 | $1.02M | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 30,790 | $1.20M | 0.00% | −20,690−40.2% | Reduced |