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Financial Institutions (FISI) Institutional Ownership

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$39.32 0.00 (0.00%)
Closing price 07/17/2026 04:00 PM Eastern
Extended Trading
$39.55 +0.23 (+0.59%)
As of 08:56 AM Eastern
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Institutional Ownership Changes (13F Filings) for Financial Institutions (NASDAQ:FISI)

Current
Institutional Ownership
Percentage
60.45%
Number of
Institutional Buyers
(last 12 months)
73
Total
Institutional Inflows
(last 12 months)
$99.40M
Number of
Institutional Sellers
(last 12 months)
52
Total
Institutional Outflows
(last 12 months)
$76.10M
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FISI Institutional Buying and Selling by Quarter

Financial Institutions Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/7/2026 Canandaigua National Bank & Trust Co.154,106$6.01M0.5%N/A0.783%
5/22/2026Segall Bryant & Hamill LLC43,315$1.37M0.0%-39.8%0.220%
5/19/2026Bank of America Corp DE119,691$3.80M0.0%+101.3%0.608%
5/18/2026Royal Bank of Canada1,290$40K0.0%+31.6%0.007%
5/18/2026Empowered Funds LLC101,340$3.21M0.0%+8.4%0.515%
5/16/2026Quantinno Capital Management LP20,501$650K0.0%+18.4%0.104%
5/14/2026Renaissance Technologies LLC202,931$6.44M0.0%-25.2%1.031%
5/14/2026Sei Investments Co.51,480$1.63M0.0%+205.0%0.261%
5/13/2026First Trust Advisors LP7,190$228K0.0%-10.4%0.037%
5/7/2026Dimensional Fund Advisors LP957,667$30.37M0.0%+0.2%4.865%
5/5/2026Bank of New York Mellon Corp115,244$3.65M0.0%-5.1%0.586%
5/5/2026Hillsdale Investment Management Inc.233,080$7.39M0.2%N/A1.184%
5/1/2026Fifth Third Bancorp1,647$52K0.0%N/A0.008%
4/30/2026Hsbc Holdings PLC11,631$369K0.0%N/A0.059%
4/25/2026Strs Ohio18,800$596K0.0%N/A0.096%
4/16/2026SG Americas Securities LLC6,102$193K0.0%-27.0%0.031%
3/9/2026EMC Capital Management2,542$79K0.0%-15.0%0.013%
2/19/2026Invesco Ltd.35,293$1.10M0.0%-9.8%0.175%
2/18/2026Mendon Capital Advisors Corp100,000$3.12M0.9%-5.7%0.497%
2/18/2026Empowered Funds LLC93,507$2.92M0.0%+10.6%0.465%
2/18/2026XTX Topco Ltd23,899$745K0.0%+182.7%0.119%
2/18/2026Wellington Management Group LLP1,049,295$32.71M0.0%+42.4%5.213%
2/18/2026Numerai GP LLC30,508$951K0.1%-7.7%0.152%
2/18/2026Millennium Management LLC11,695$365K0.0%-93.7%0.058%
2/18/2026Bridgeway Capital Management LLC163,507$5.10M0.1%+5.8%0.812%
2/17/2026Trexquant Investment LP92,246$2.88M0.0%+32.1%0.458%
2/17/2026Price T Rowe Associates Inc. MD11,765$367K0.0%+11.7%0.058%
2/17/2026Adage Capital Partners GP L.L.C.972,043$30.30M0.0%+19.8%4.829%
2/17/2026Russell Investments Group Ltd.38,449$1.20M0.0%+2.3%0.191%
2/17/2026Captrust Financial Advisors13,473$420K0.0%N/A0.067%
2/17/2026Royal Bank of Canada980$30K0.0%-79.5%0.005%
2/17/2026Graham Capital Management L.P.9,734$303K0.0%N/A0.048%
2/17/2026Maltese Capital Management LLC145,000$4.52M0.8%-31.3%0.720%
2/16/2026Verition Fund Management LLC97,277$3.03M0.0%-73.3%0.483%
2/16/2026Barclays PLC36,320$1.13M0.0%+22.9%0.180%
2/16/2026Aigen Investment Management LP7,547$235K0.1%N/A0.037%
2/13/2026Marshall Wace LLP15,924$496K0.0%-8.5%0.079%
2/13/2026CANADA LIFE ASSURANCE Co1,607$50K0.0%+44.8%0.008%
2/13/2026Fourthstone LLC254,501$7.93M1.5%-21.0%1.264%
2/13/2026Rafferty Asset Management LLC15,084$470K0.0%-38.1%0.075%
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2/13/2026First Trust Advisors LP8,025$250K0.0%-28.2%0.040%
2/13/2026Charles Schwab Investment Management Inc.168,746$5.26M0.0%+0.5%0.838%
2/13/2026Police & Firemen s Retirement System of New Jersey4,841$151K0.0%-20.2%0.024%
2/13/2026State Street Corp507,389$15.98M0.0%-6.8%2.521%
2/13/2026Martingale Asset Management L P7,200$224K0.0%-11.1%0.036%
2/13/2026Wells Fargo & Company MN22,981$716K0.0%+44.2%0.114%
2/12/2026Jane Street Group LLC27,410$854K0.0%-28.4%0.136%
2/12/2026Brooklyn Investment Group9,061$286K0.0%N/A0.045%
2/12/2026Commonwealth Equity Services LLC355,476$11.08M0.0%+6.3%1.766%
2/12/2026Renaissance Technologies LLC271,300$8.46M0.0%-12.9%1.348%
2/12/2026Dimensional Fund Advisors LP955,906$29.80M0.0%+0.5%4.749%
2/12/2026Federated Hermes Inc.25,114$783K0.0%-63.7%0.125%
2/12/2026Campbell & CO Investment Adviser LLC11,182$349K0.0%-10.6%0.056%
2/12/2026Great Lakes Advisors LLC10,764$336K0.0%-3.0%0.053%
2/11/2026Empowered Funds LLC93,507$2.92M0.0%+10.6%0.464%
2/11/2026Franklin Resources Inc.16,837$525K0.0%-29.2%0.084%
2/11/2026Brandywine Global Investment Management LLC12,230$381K0.0%+18.9%0.061%
2/11/2026O Shaughnessy Asset Management LLC60,934$1.90M0.0%-1.8%0.303%
2/11/2026JPMorgan Chase & Co.288,077$8.98M0.0%-23.7%1.431%
2/11/2026Los Angeles Capital Management LLC4,115$118K0.0%N/A0.020%
2/10/2026Goldman Sachs Group Inc.214,584$6.69M0.0%-2.3%1.066%
2/10/2026Intech Investment Management LLC7,271$227K0.0%-17.6%0.036%
2/10/2026PL Capital Advisors LLC1,802,791$56.19M17.7%+1.6%8.956%
2/9/2026Geode Capital Management LLC482,155$15.03M0.0%-0.8%2.395%
2/6/2026GSA Capital Partners LLP28,305$882K0.1%+54.9%0.141%
2/6/2026ProShare Advisors LLC195,512$6.09M0.0%-57.5%0.971%
1/30/2026 Canandaigua National Bank & Trust Co.155,046$4.83M0.4%-13.7%0.770%
1/29/2026 Courier Capital LLC115,900$3.61M0.2%-12.9%0.576%
1/21/2026Daytona Street Capital LLC8,000$249K0.2%N/A0.040%
1/20/2026Palisades Investment Partners LLC140,942$4.43M1.7%+2.5%0.700%
1/9/2026SG Americas Securities LLC8,354$260K0.0%N/A0.042%
1/1/2026JPMorgan Chase & Co.377,740$10.28M0.0%+10.2%1.877%
11/18/2025Advisory Services Network LLC1,937$53K0.0%N/A0.010%
11/17/2025Verition Fund Management LLC364,202$9.91M0.0%-10.1%1.809%
11/17/2025Susquehanna Fundamental Investments LLC11,387$310K0.0%-8.4%0.057%
11/17/2025Susquehanna International Group LLP8,211$223K0.0%-75.0%0.041%
11/17/2025Qube Research & Technologies Ltd11,768$320K0.0%N/A0.058%
11/17/2025Numerai GP LLC33,064$899K0.1%N/A0.164%
11/17/2025Maltese Capital Management LLC211,000$5.74M0.9%-4.1%1.048%
11/17/2025Millennium Management LLC184,618$5.02M0.0%+102.9%0.917%
11/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.9,103$248K0.0%-16.4%0.045%
11/17/2025Larson Financial Group LLC1,170$32K0.0%+3,150.0%0.006%
11/17/2025Citadel Advisors LLC8,579$233K0.0%-73.9%0.043%
11/17/2025Bank of America Corp DE81,607$2.22M0.0%+56.9%0.405%
11/17/2025Aquatic Capital Management LLC12,147$330K0.0%N/A0.060%
11/17/2025Alliancebernstein L.P.219,916$5.98M0.0%+6.2%1.092%
11/17/2025Ameriprise Financial Inc.41,527$1.13M0.0%-36.4%0.206%
11/14/2025Creative Planning17,922$487K0.0%+5.0%0.089%
11/14/2025Mendon Capital Advisors Corp106,022$2.88M1.1%-5.4%0.527%
11/14/2025Hotchkis & Wiley Capital Management LLC365,112$9.93M0.0%-5.0%1.814%
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11/14/2025Two Sigma Investments LP175,427$4.77M0.0%+99.9%0.871%
11/14/2025Bridgeway Capital Management LLC154,513$4.20M0.1%+6.6%0.768%
11/14/2025Wellington Management Group LLP736,825$20.04M0.0%+34.1%3.660%
11/14/2025Comerica Bank1,647$45K0.0%+39.8%0.008%
11/13/2025Kennedy Capital Management LLC46,348$1.26M0.0%+40.8%0.230%
11/13/2025Arrowstreet Capital Limited Partnership83,234$2.26M0.0%-15.9%0.413%
11/13/2025UBS Group AG38,422$1.05M0.0%+13.7%0.191%
11/13/2025BNP Paribas Financial Markets4,100$112K0.0%-32.1%0.020%
11/13/2025Russell Investments Group Ltd.37,577$1.02M0.0%+10,367.1%0.187%
11/13/2025First Trust Advisors LP11,175$304K0.0%-85.6%0.056%


FISI Institutional Ownership - Frequently Asked Questions

During the previous two years, 143 institutional investors and hedge funds held shares of Financial Institutions. The most heavily invested institutionals were PL Capital Advisors LLC ($56.19M), Wellington Management Group LLP ($32.71M), Dimensional Fund Advisors LP ($30.37M), Adage Capital Partners GP L.L.C. ($30.30M), Vanguard Group Inc. ($29.80M), State Street Corp ($15.98M), and Geode Capital Management LLC ($15.03M).Learn more on Financial Institutions' institutional investors.

60.45% of Financial Institutions' stock is owned by institutional investors. Learn more on FISI's institutional investor holdings.

Of the 128 institutional investors that purchased Financial Institutions' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: PL Capital Advisors LLC ($14.54M), Wellington Management Group LLP ($1.84M), Adage Capital Partners GP L.L.C. ($939.65K), Fourthstone LLC ($617.83K), ProShare Advisors LLC ($459.80K), Rhino Investment Partners Inc ($313.08K), and Basswood Capital Management L.L.C. ($304.89K).

Institutional investors have bought a total of 3,473,827 shares in the last 24 months. This purchase volume represents approximately $99.40M in transactions.

Of the 52 institutional investors that sold Financial Institutions' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Verition Fund Management LLC ($308.04K), ProShare Advisors LLC ($264.29K), Courier Capital LLC ($236.68K), Stieven Capital Advisors L.P. ($212.02K), Millennium Management LLC ($172.92K), LSV Asset Management ($158.26K), and American Century Companies Inc. ($127.87K).

Institutional investors have sold a total of 2,651,231 shares in the last 24 months. This volume of shares sold represents approximately $76.10M in transactions.


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This page (NASDAQ:FISI) was last updated on 7/20/2026 by MarketBeat.com Staff.
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