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 |
|---|---|---|---|---|---|
| Invesco Ltd. | 31,793 | $1.24M | 0.00% | −2,244−6.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 32,892 | $1.28M | 0.07% | +10,608+47.6% | Added |
| Thrivent Financial for Lutherans | 33,657 | $1.31M | 0.00% | −18,539−35.5% | Reduced |
| Gsa Capital Partners LLP | 37,429 | $1.46M | 0.09% | +19,400+107.6% | Added |
| Man Group plc | 37,570 | $1.46M | 0.00% | +7,629+25.5% | Added |
| Victory Capital Management Inc | 37,800 | $1.47M | 0.00% | +200+0.5% | Added |
| Kennedy Capital Management, Inc. | 38,254 | $1.49M | 0.03% | −8,094−17.5% | Reduced |
| Franklin Resources Inc | 40,042 | $1.56M | 0.00% | +9,934+33.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 41,541 | $1.62M | 0.00% | +1,489+3.7% | Added |
| Martingale Asset Management L P | 41,548 | $1.62M | 0.04% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 46,241 | $1.80M | 0.00% | +65+0.1% | Added |
| Cutler Capital Management, LLC | 49,428 | $1.93M | 0.50% | 00.0% | Unchanged |
| Bayview Asset Management, LLC | 50,000 | $1.95M | 1.46% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 52,741 | $2.05M | 0.00% | +17,735+50.7% | Added |
| Commonwealth Equity Services, LLC | 57,721 | $2.25M | 0.00% | −1,182−2.0% | Reduced |
| New York State Common Retirement Fund | 62,015 | $2.42M | 0.00% | +2,600+4.4% | Added |
| Wellington Management Group LLP | 62,979 | $2.45M | 0.00% | −837,514−93.0% | Reduced |
| Prudential Financial Inc | 65,739 | $2.56M | 0.00% | +45,300+221.6% | Added |
| FMR LLC | 65,944 | $2.57M | 0.00% | −6,614−9.1% | Reduced |
| Nuveen, LLC | 71,468 | $2.79M | 0.00% | +14,611+25.7% | Added |
| Trexquant Investment LP | 74,811 | $2.92M | 0.02% | +41,145+122.2% | Added |
| Segall Bryant & Hamill, LLC | 76,010 | $2.96M | 0.04% | +32,695+75.5% | Added |
| Citadel Advisors LLC | 85,480 | $3.33M | 0.00% | +74,021+646.0% | Added |
| Maltese Capital Management LLC | 100,000 | $3.90M | 0.71% | −16,963−14.5% | Reduced |
| Mendon Capital Advisors Corp | 100,000 | $3.90M | 1.38% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 100,017 | $3.90M | 0.06% | 00.0% | Unchanged |
| Empowered Funds, LLC | 109,154 | $4.25M | 0.02% | +7,814+7.7% | Added |
| Bank of New York Mellon Corp | 117,844 | $4.59M | 0.00% | +2,600+2.3% | Added |
| Courier Capital LLC | 119,133 | $4.64M | 0.23% | +1,932+1.6% | Added |
| Bank of America Corp | 128,688 | $5.01M | 0.00% | +8,997+7.5% | Added |
| Vanguard Fiduciary Trust Co | 130,123 | $5.07M | 0.00% | +3,775+3.0% | Added |
| Renaissance Technologies LLC | 136,904 | $5.34M | 0.01% | −66,027−32.5% | Reduced |
| Palisades Investment Partners, LLC | 150,826 | $5.92M | 1.68% | +4,322+3.0% | Added |
| Canandaigua National Bank & Trust Co | 154,106 | $6.01M | 0.51% | +154,106 | New |
| Charles Schwab Investment Management Inc | 162,212 | $6.32M | 0.00% | +2,031+1.3% | Added |
| Northern Trust Corp | 176,215 | $6.87M | 0.00% | +10,696+6.5% | Added |
| Bridgeway Capital Management, LLC | 179,154 | $6.98M | 0.12% | +7,814+4.6% | Added |
| LSV Asset Management | 179,800 | $7.01M | 0.01% | +15,900+9.7% | Added |
| Qube Research & Technologies Ltd | 193,831 | $7.55M | 0.01% | +126,187+186.5% | Added |
| Hotchkis & Wiley Capital Management LLC | 199,502 | $7.77M | 0.02% | −2,800−1.4% | Reduced |
| Alliancebernstein L.P. | 245,258 | $7.78M | 0.00% | −7,968−3.1% | Reduced |
| Goldman Sachs Group Inc | 216,109 | $8.42M | 0.00% | −29,066−11.9% | Reduced |
| Morgan Stanley | 234,920 | $9.15M | 0.00% | −25,807−9.9% | Reduced |
| Raymond James Financial Inc | 248,283 | $9.68M | 0.00% | −100,745−28.9% | Reduced |
| Hillsdale Investment Management Inc. | 249,200 | $9.71M | 0.22% | +16,120+6.9% | Added |
| AQR Capital Management LLC | 251,498 | $9.80M | 0.00% | +93,488+59.2% | Added |
| Vanguard Portfolio Management LLC | 263,033 | $10.3M | 0.00% | +50,106+23.5% | Added |
| American Century Companies Inc | 349,611 | $13.6M | 0.01% | +261,850+298.4% | Added |
| JPMorgan Chase & Co | 404,980 | $15.7M | 0.00% | +162,059+66.7% | Added |
| Two Sigma Investments, LP | 457,098 | $17.8M | 0.01% | +182,358+66.4% | Added |
| Ategra Capital Management, LLC | 564,100 | $22.0M | 11.69% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 586,724 | $22.9M | 0.00% | +18,028+3.2% | Added |
| Acadian Asset Management LLC | 593,367 | $23.1M | 0.03% | +38,763+7.0% | Added |
| State Street Corp | 592,493 | $23.3M | 0.00% | +13,374+2.3% | Added |
| Adage Capital Partners GP, L.L.C. | 834,969 | $32.5M | 0.05% | −113,472−12.0% | Reduced |
| Vanguard Capital Management LLC | 841,166 | $32.8M | 0.00% | +5,628+0.7% | Added |
| Dimensional Fund Advisors LP | 1,002,481 | $39.1M | 0.01% | +44,814+4.7% | Added |
| BlackRock, Inc. | 1,667,260 | $65.0M | 0.00% | +189,188+12.8% | Added |
| PL Capital Advisors, LLC | 1,816,102 | $70.8M | 19.67% | 00.0% | Unchanged |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −204,256−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −52,419−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −43,823−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −23,744−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −16,608−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −11,809−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −11,631−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −10,397−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −9,124−100.0% | Sold out |
| Daytona Street Capital LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −7,311−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −4,390−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,431−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −222−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Canandaigua National Corp | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |