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Financial Institutions (FISI) Institutional Ownership

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$28.95 +2.47 (+9.33%)
Closing price 10/24/2025 04:00 PM Eastern
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$28.96 +0.00 (+0.02%)
As of 10/24/2025 04:10 PM 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)
95
Total
Institutional Inflows
(last 12 months)
$566.30M
Number of
Institutional Sellers
(last 12 months)
47
Total
Institutional Outflows
(last 12 months)
$73.05M
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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
10/22/2025 Commonwealth Equity Services LLC334,286$9.09M0.0%-20.0%1.661%
10/7/2025 Canandaigua National Bank & Trust Co.179,723$4.89M0.4%-35.8%0.893%
8/26/2025Thrivent Financial for Lutherans10,409$267K0.0%+13.3%0.052%
8/15/2025Tower Research Capital LLC TRC 11,060$284K0.0%+1,498.3%0.055%
8/15/2025Rafferty Asset Management LLC22,245$571K0.0%N/A0.111%
8/15/2025Engineers Gate Manager LP8,819$226K0.0%-24.6%0.044%
8/15/2025BNP Paribas Financial Markets6,042$155K0.0%+461.5%0.030%
8/15/2025Bank of America Corp DE52,028$1.34M0.0%+143.9%0.258%
8/15/2025Adage Capital Partners GP L.L.C.778,821$20M0.0%+0.5%3.869%
8/15/2025Ameriprise Financial Inc.65,327$1.68M0.0%-12.5%0.325%
8/14/2025Jane Street Group LLC23,828$612K0.0%+58.6%0.118%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.10,884$280K0.0%-4.0%0.054%
8/14/2025Fourthstone LLC846,661$21.74M4.3%+54.8%4.206%
8/14/2025Sei Investments Co.14,838$381K0.0%+49.2%0.074%
8/13/2025Jump Financial LLC16,700$429K0.0%+103.8%0.083%
8/13/2025First Trust Advisors LP77,847$2.00M0.0%+7.8%0.387%
8/13/2025Kennedy Capital Management LLC32,918$845K0.0%+36.9%0.164%
8/13/2025EverSource Wealth Advisors LLC1,738$45K0.0%+679.4%0.009%
8/13/2025Cutler Capital Management LLC47,925$1.23M0.4%+1.9%0.238%
8/13/2025Invesco Ltd.36,022$925K0.0%-3.1%0.179%
8/13/2025Arrowstreet Capital Limited Partnership98,921$2.54M0.0%+14.5%0.491%
8/13/2025Quantbot Technologies LP12,342$317K0.0%-25.3%0.061%
8/13/2025Bayview Asset Management LLC87,584$2.25M0.9%+9.4%0.435%
8/12/2025Prudential Financial Inc.19,523$501K0.0%-68.4%0.097%
8/12/2025American Century Companies Inc.251,336$6.45M0.0%-33.7%1.249%
8/12/2025Segall Bryant & Hamill LLC72,489$1.86M0.0%-10.8%0.360%
8/12/2025Rhumbline Advisers30,459$782K0.0%+24.4%0.151%
8/12/2025Franklin Resources Inc.23,983$616K0.0%-72.8%0.119%
8/12/2025Stieven Capital Advisors L.P.13,483$346K0.1%-94.0%0.067%
8/12/2025JPMorgan Chase & Co.342,834$8.80M0.0%+3.7%1.703%
8/12/2025Dynamic Technology Lab Private Ltd31,811$817K0.1%+98.3%0.158%
8/11/2025EMC Capital Management2,991$77K0.0%-57.8%0.015%
8/11/2025LSV Asset Management236,037$6.06M0.0%-27.5%1.173%
8/8/2025Creative Planning17,072$438K0.0%+28.7%0.085%
8/8/2025 SG Americas Securities LLC8,262$212K0.0%+33.3%0.041%
8/8/2025Police & Firemen s Retirement System of New Jersey4,805$123K0.0%+29.8%0.024%
8/8/2025Geode Capital Management LLC477,865$12.27M0.0%+6.2%2.374%
8/7/2025Allworth Financial LP2,850$73K0.0%+925.2%0.014%
8/7/2025ProShare Advisors LLC236,320$6.07M0.0%N/A1.174%
8/7/2025Acadian Asset Management LLC266,544$6.84M0.0%-13.5%1.324%
8/5/2025PL Capital Advisors LLC1,361,510$34.96M11.7%+8.0%6.770%
8/1/2025Y Intercept Hong Kong Ltd18,302$470K0.0%N/A0.091%
7/28/2025Courier Capital LLC252,523$6.49M0.4%-28.4%1.256%
7/25/2025 CWM LLC8,298$213K0.0%-10.0%0.041%
7/17/2025Palisades Investment Partners LLC136,916$3.52M1.5%-0.9%0.681%
7/10/2025Wealth Enhancement Advisory Services LLC10,648$292K0.0%-10.7%0.053%
5/29/2025Rhumbline Advisers24,489$611K0.0%+5.0%0.122%
5/21/2025Acadian Asset Management LLC308,188$7.69M0.0%-12.0%1.533%
5/21/2025Mendon Capital Advisors Corp111,720$2.79M1.4%+11.7%0.556%
5/19/2025Jane Street Group LLC15,026$375K0.0%N/A0.075%
5/16/2025Empowered Funds LLC74,841$1.87M0.0%+7.1%0.372%
5/16/2025Great Lakes Advisors LLC17,486$436K0.0%-2.5%0.087%
5/16/2025Goldman Sachs Group Inc.73,997$1.85M0.0%-30.9%0.368%
5/16/2025Dynamic Technology Lab Private Ltd16,043$400K0.1%N/A0.080%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.11,333$283K0.0%+30.0%0.056%
5/16/2025Curi RMB Capital LLC100,000$2.50M0.1%+12.3%0.497%
5/16/2025Bridgeway Capital Management LLC144,841$3.62M0.1%+3.6%0.720%
5/16/2025AQR Capital Management LLC97,206$2.43M0.0%+12.2%0.483%
5/16/2025Adage Capital Partners GP L.L.C.775,171$19.35M0.0%+89.4%3.855%
5/15/2025Royal Bank of Canada12,042$301K0.0%-19.3%0.060%
5/15/2025Azora Capital LP208,819$5.21M0.4%-8.3%1.038%
5/15/2025Trexquant Investment LP13,869$346K0.0%N/A0.069%
5/15/2025Bayview Asset Management LLC80,085$2.00M0.8%-53.4%0.398%
5/14/2025Jacobs Asset Management LLC124,696$3.11M1.9%-17.7%0.620%
5/14/2025Corebridge Financial Inc.9,375$234K0.0%+24.2%0.047%
5/14/2025MetLife Investment Management LLC11,085$277K0.0%+31.9%0.055%
5/14/2025Jump Financial LLC8,196$205K0.0%N/A0.041%
5/14/2025Hotchkis & Wiley Capital Management LLC348,478$8.70M0.0%+132.8%1.733%
5/14/2025Cutler Capital Management LLC47,025$1.17M0.4%+2.8%0.234%
5/14/2025Rhino Investment Partners Inc313,082$7.82M1.9%+19.9%1.557%
5/14/2025Martingale Asset Management L P21,620$540K0.0%-62.1%0.108%
5/14/2025PL Capital Advisors LLC1,261,010$31.48M10.6%+153.3%6.271%
5/14/2025Quantbot Technologies LP16,532$413K0.0%N/A0.082%
5/14/2025Wellington Management Group LLP612,133$15.28M0.0%-8.7%3.044%
5/13/2025American Century Companies Inc.379,204$9.47M0.0%-10.7%1.886%
5/12/2025Nuveen LLC47,237$1.18M0.0%N/A0.235%
5/12/2025Invesco Ltd.37,189$928K0.0%-4.2%0.185%
5/12/2025Connor Clark & Lunn Investment Management Ltd.36,316$906K0.0%-67.6%0.181%
5/9/2025Deutsche Bank AG14,855$371K0.0%-13.8%0.074%
5/9/2025Charles Schwab Investment Management Inc.160,338$4.00M0.0%+27.9%0.797%
5/9/2025Vanguard Group Inc.1,031,395$25.74M0.0%+11.5%5.129%
5/8/2025US Bancorp DE1,173$29K0.0%-54.4%0.006%
5/2/2025Segall Bryant & Hamill LLC81,241$2.03M0.0%-2.9%0.404%
5/2/2025Victory Capital Management Inc.37,000$924K0.0%+10.0%0.184%
5/1/2025CWM LLC9,222$230K0.0%+8.1%0.046%
5/1/2025Stieven Capital Advisors L.P.225,500$5.63M1.1%+0.2%1.121%
4/29/2025Bank of New York Mellon Corp138,103$3.45M0.0%+9.0%0.687%
4/25/2025Canandaigua National Bank & Trust Co.280,045$6.99M0.7%-1.3%1.393%
4/16/2025Wealth Enhancement Advisory Services LLC11,920$298K0.0%-18.7%0.059%
4/8/2025Rhumbline Advisers24,489$611K0.0%+5.0%0.122%
4/7/2025GAMMA Investing LLC15,051$376K0.0%+6,068.4%0.075%
3/24/2025Wellington Management Group LLP670,355$18.29M0.0%N/A3.339%
2/28/2025Universal Beteiligungs und Servicegesellschaft mbH46,100$1.26M0.0%N/A0.298%
2/20/2025Mackenzie Financial Corp16,114$440K0.0%N/A0.104%
2/18/2025Palisades Investment Partners LLC138,527$3.78M1.6%+9.3%0.895%
2/17/2025Squarepoint Ops LLC14,218$388K0.0%N/A0.092%
2/17/2025Two Sigma Advisers LP78,787$2.15M0.0%+2.5%0.509%
2/17/2025Two Sigma Investments LP88,622$2.42M0.0%+78.6%0.573%
2/17/2025Millennium Management LLC26,378$720K0.0%N/A0.171%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.8,716$238K0.0%+4.6%0.056%
(Data available from 1/1/2016 forward)

FISI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FISI shares?

During the previous two years, 118 institutional investors and hedge funds held shares of Financial Institutions. The most heavily invested institutionals were PL Capital Advisors LLC ($34.96M), Dimensional Fund Advisors LP ($26.52M), Vanguard Group Inc. ($25.74M), Fourthstone LLC ($21.74M), Adage Capital Partners GP L.L.C. ($20M), Wellington Management Group LLP ($15.28M), and Geode Capital Management LLC ($12.27M).Learn more on Financial Institutions' institutional investors.

What percentage of Financial Institutions' stock is owned by institutional investors?

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

Which institutional investors have been buying Financial Institutions' stock?

Of the 105 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 ($14.26M), Wellington Management Group LLP ($1.34M), Adage Capital Partners GP L.L.C. ($778.82K), Fourthstone LLC ($617.83K), Rhino Investment Partners Inc ($313.08K), Basswood Capital Management L.L.C. ($304.89K), and Courier Capital LLC ($243.82K).

How much institutional buying is happening at Financial Institutions?

Institutional investors have bought a total of 21,072,231 shares in the last 24 months. This purchase volume represents approximately $566.30M in transactions.

Which of Financial Institutions' major shareholders have been selling company stock?

Of the 47 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: PL Capital Advisors LLC ($1.27M), Stieven Capital Advisors L.P. ($212.02K), American Century Companies Inc. ($173.49K), Canandaigua National Bank & Trust Co. ($109.92K), Courier Capital LLC ($100.06K), LSV Asset Management ($95.62K), and Bayview Asset Management LLC ($91.80K).

How much institutional selling is happening at Financial Institutions?

Institutional investors have sold a total of 2,760,461 shares in the last 24 months. This volume of shares sold represents approximately $73.05M in transactions.


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This page (NASDAQ:FISI) was last updated on 10/25/2025 by MarketBeat.com Staff
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