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 |
|---|---|---|---|---|---|
| Virtu Financial LLC | 6,892 | $269.0K | 0.01% | +6,892 | New |
| Bank of Nova Scotia | 6,600 | $257.2K | 0.00% | +6,600 | New |
| Mariner, LLC | 6,554 | $255.4K | 0.00% | +6,554 | New |
| Police & Firemen's Retirement System of New Jersey | 6,000 | $233.8K | 0.00% | +1,159+23.9% | Added |
| Intech Investment Management LLC | 5,780 | $225.2K | 0.00% | +5,780 | New |
| Cerity Partners LLC | 5,625 | $219.2K | 0.00% | +5,625 | New |
| Colony Group, LLC | 5,383 | $209.8K | 0.00% | +5,383 | New |
| Legal & General Group Plc | 3,990 | $155.5K | 0.00% | +2,262+130.9% | Added |
| Los Angeles Capital Management LLC | 3,705 | $144.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3,251 | $126.7K | 0.00% | +296+10.0% | Added |
| Tompkins Financial Corp | 2,739 | $106.7K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,256 | $87.9K | 0.00% | +1,030+84.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,021 | $78.8K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,613 | $62.9K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,557 | $61.0K | 0.00% | −113−6.8% | Reduced |
| Rockefeller Capital Management L.P. | 1,565 | $61.0K | 0.00% | +332+26.9% | Added |
| Quantbot Technologies LP | 1,426 | $55.6K | 0.00% | −5,466−79.3% | Reduced |
| SRS Capital Advisors, Inc. | 1,364 | $53.2K | 0.00% | +1,349+8,993.3% | Added |
| Royal Bank of Canada | 1,225 | $47.0K | 0.00% | −65−5.0% | Reduced |
| UBS Asset Management Americas Inc | 1,030 | $40.1K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,010 | $39.4K | 0.00% | +20+2.0% | Added |
| Fifth Third Bancorp | 982 | $38.3K | 0.00% | −665−40.4% | Reduced |
| Smartleaf Asset Management LLC | 657 | $25.5K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 641 | $25.0K | 0.00% | +641 | New |
| Jones Financial Companies LLLP | 550 | $21.4K | 0.00% | +550 | New |
| GAMMA Investing LLC | 546 | $21.3K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 507 | $19.8K | 0.00% | +3+0.6% | Added |
| EverSource Wealth Advisors, LLC | 397 | $15.5K | 0.00% | −1,248−75.9% | Reduced |
| The PNC Financial Services Group, Inc. | 338 | $13.2K | 0.00% | +17+5.3% | Added |
| Versant Capital Management, Inc | 274 | $10.7K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 271 | $10.6K | 0.00% | −804−74.8% | Reduced |
| SBI Securities Co., Ltd. | 255 | $9.94K | 0.00% | +167+189.8% | Added |
| Farther Finance Advisors, LLC | 254 | $9.90K | 0.00% | +7+2.8% | Added |
| Community Bank, N.A. | 250 | $9.74K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 213 | $8.37K | 0.00% | +2+0.9% | Added |
| Federated Hermes, Inc. | 192 | $7.48K | 0.00% | +192 | New |
| Silver Grove Financial Group, Inc. | 171 | $6.67K | 0.00% | +171 | New |
| Rothschild Investment LLC | 137 | $5.34K | 0.00% | +47+52.2% | Added |
| IFP Advisors, Inc | 124 | $4.83K | 0.00% | +122+6,100.0% | Added |
| Essential Partners LLC | 118 | $4.60K | 0.00% | +47+66.2% | Added |
| Stone House Investment Management, LLC | 115 | $4.48K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 80 | $3.12K | 0.00% | +11+15.9% | Added |
| Picton Mahoney Asset Management | 60 | $2.34K | 0.00% | +60 | New |
| Capital Advisors, Ltd. LLC | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 47 | $1.83K | 0.00% | −406−89.6% | Reduced |
| Optiver Holding B.V. | 46 | $1.79K | 0.00% | −152−76.8% | Reduced |
| Parkside Financial Bank & Trust | 40 | $1.56K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 40 | $1.56K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 25 | $975 | 0.00% | +25 | New |
| US Bancorp | 11 | $429 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 11 | $429 | 0.00% | +2+22.2% | Added |
| Wealth Enhancement Trust Services, Inc. | 6 | $234 | 0.00% | +6 | New |
| JPL Wealth Management, LLC | 5 | $195 | 0.00% | −1−16.7% | Reduced |
| Assetmark, Inc | 4 | $156 | 0.00% | 00.0% | Unchanged |
| 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 |
| Covestor Ltd | 7 | $0 | 0.00% | +5+250.0% | Added |
| 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 |