Free Trial
→ Elon says the ‘S’ word (From Paradigm Press) (Ad)tc pixel Free FISI Stock Alerts

Financial Institutions (FISI) Institutional Ownership

Financial Institutions logo
$38.81 +0.36 (+0.94%)
Closing price 04:00 PM Eastern
Extended Trading
$38.80 -0.01 (-0.01%)
As of 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

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)
$185.34M
Number of
Institutional Sellers
(last 12 months)
47
Total
Institutional Outflows
(last 12 months)
$88.10M
Get FISI Insider Trade Alerts

Want to know when executives and insiders are buying or selling Financial Institutions stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

FISI Institutional Buying and Selling by Quarter

Financial Institutions Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/7/2026Canandaigua National Bank & Trust Co.149,700$5.84M0.5%-2.9%0.760%
9/9/2026Engineers Gate Manager LP7,836$305K0.0%N/A0.040%
9/9/2026Integrated Wealth Concepts LLC964$38K0.0%N/A0.005%
9/9/2026Squarepoint Ops LLC10,995$428K0.0%+45.6%0.056%
9/8/2026Allworth Financial LP3,251$127K0.0%+10.0%0.016%
8/20/2026Susquehanna Fundamental Investments LLC16,185$631K0.0%-19.6%0.082%
8/19/2026Wellington Management Group LLP62,979$2.45M0.0%-93.0%0.320%
8/18/2026Empowered Funds LLC109,154$4.25M0.0%N/A0.554%
8/17/2026Bank of America Corp DE128,688$5.02M0.0%N/A0.653%
8/15/2026Man Group plc37,570$1.46M0.0%N/A0.191%
8/14/2026Ategra Capital Management LLC564,100$21.98M9.9%N/A2.862%
8/14/2026Legal & General Group Plc3,990$155K0.0%N/A0.020%
8/13/2026Connor Clark & Lunn Investment Management Ltd.41,541$1.62M0.0%N/A0.211%
8/13/2026Bank of Nova Scotia6,600$257K0.0%N/A0.033%
8/12/2026Quantbot Technologies LP1,426$56K0.0%N/A0.007%
8/12/2026Ieq Capital LLC11,144$434K0.0%N/A0.057%
8/11/2026Allworth Financial LP3,251$127K0.0%N/A0.016%
8/10/2026Great Lakes Advisors LLC11,043$430K0.0%N/A0.056%
8/7/2026BlackRock Inc.1,667,260$64.97M0.0%N/A8.461%
8/7/2026Deutsche Bank AG19,219$749K0.0%N/A0.098%
8/6/2026Bank of New York Mellon Corp117,844$4.59M0.0%N/A0.598%
8/6/2026GSA Capital Partners LLP37,429$1.46M0.1%N/A0.190%
7/7/2026Canandaigua 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%
The AI Stock to Keep an Eye on Before Election Day (See Why) (Ad)

In 2019, Charles Mizrahi named Marvell Technology his top AI pick. It's since climbed 1300 percent. Now he's pointing to a different company tech giants rely on to power their AI networks, one that's not yet a household name despite receiving 10 billion dollars a year in funding. The global AI market is projected to grow more than 1800 percent, reaching 5.2 trillion dollars by 2035.tc pixel

Click here to access the free report before Election Day
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%
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%
1/30/2026Canandaigua National Bank & Trust Co.155,046$4.83M0.4%-13.7%0.770%
1/29/2026Courier Capital LLC115,900$3.61M0.2%-12.9%0.576%
Your book is inside (Ad)

The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. They don't know the rules. They don't know what to avoid. And they hand their account to Wall Street on a silver platter. Normally $29.97. Free today.tc pixel

Download your copy now.
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%


FISI Institutional Ownership - Frequently Asked Questions

During the previous two years, 147 institutional investors and hedge funds held shares of Financial Institutions. The most heavily invested institutionals were BlackRock Inc. ($64.97M), PL Capital Advisors LLC ($56.19M), Dimensional Fund Advisors LP ($30.37M), Adage Capital Partners GP L.L.C. ($30.30M), Vanguard Group Inc. ($29.80M), Ategra Capital Management LLC ($21.98M), and State Street Corp ($15.98M).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 133 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), BlackRock Inc. ($1.67M), Adage Capital Partners GP L.L.C. ($939.65K), Fourthstone LLC ($617.83K), Ategra Capital Management LLC ($564.10K), and ProShare Advisors LLC ($459.80K).

Institutional investors have bought a total of 5,388,412 shares in the last 24 months. This purchase volume represents approximately $185.34M in transactions.

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: Wellington Management Group LLP ($837.51K), Verition Fund Management LLC ($308.04K), ProShare Advisors LLC ($264.29K), Millennium Management LLC ($172.92K), Courier Capital LLC ($136.62K), Renaissance Technologies LLC ($108.56K), and JPMorgan Chase & Co. ($89.66K).

Institutional investors have sold a total of 2,687,508 shares in the last 24 months. This volume of shares sold represents approximately $88.10M in transactions.


Related Companies

Institutional ownership data for NASDAQ:FISI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/7/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Palantir and Wall Street are in on it…
Palantir just signed a major AI deal with a company most investors have never heard of. Wall Street has pou...
Monument Traders Alliance | Sponsoredtc pixel
Trump goes "all-in" on Grand Canyon energy breakthrough
A drilling crew near the Grand Canyon uncovered a clean energy well producing nearly eight times the output of...
Behind the Markets | Sponsoredtc pixel
Your book is inside
The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. ...
Profits Run | Sponsoredtc pixel
A new income category is drawing serious money - here's why
Forbes recently called a new category of exchange-traded income funds a 'golden era,' and Bloomberg noted the ...
Investors Alley | Sponsoredtc pixel
My biggest prediction yet?!
James Altucher called Facebook's rise past 100 billion dollars in 2007 and Apple's run to a trillion years lat...
Paradigm Press | Sponsoredtc pixel
The AI Stock to Keep an Eye on Before Election Day (See Why)
In 2019, Charles Mizrahi named Marvell Technology his top AI pick. It's since climbed 1300 percent. Now he'...
Prosperity Research | Sponsoredtc pixel
Trump To Relaunch USD?
President Trump's summit with Xi Jinping drew headlines for tariffs and trade truces, but the real story may b...
Porter & Company | Sponsoredtc pixel
Why major institutions are piling into this digital asset now
BlackRock, JPMorgan, Goldman Sachs, and Fidelity are reportedly accumulating a scarce blockchain asset - one t...
Awesomely | Sponsoredtc pixel