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Financial Institutions (FISI) Institutional Ownership

Financial Institutions logo
$40.56 -0.40 (-0.98%)
As of 01:19 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)
71
Total
Institutional Inflows
(last 12 months)
$185.22M
Number of
Institutional Sellers
(last 12 months)
47
Total
Institutional Outflows
(last 12 months)
$90.65M
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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
8/24/2026 California State Teachers Retirement System10,561$412K0.0%+882.4%0.054%
8/20/2026 Susquehanna Fundamental Investments LLC16,185$631K0.0%-19.6%0.082%
8/19/2026 Wellington Management Group LLP62,979$2.45M0.0%-93.0%0.320%
8/18/2026 Empowered Funds LLC109,154$4.25M0.0%N/A0.554%
8/17/2026 Bank of America Corp DE128,688$5.02M0.0%N/A0.653%
8/15/2026 Man Group plc37,570$1.46M0.0%N/A0.191%
8/14/2026 Ategra Capital Management LLC564,100$21.98M9.9%N/A2.862%
8/14/2026 Legal & General Group Plc3,990$155K0.0%N/A0.020%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.41,541$1.62M0.0%N/A0.211%
8/13/2026 Bank of Nova Scotia6,600$257K0.0%N/A0.033%
8/12/2026 Quantbot Technologies LP1,426$56K0.0%N/A0.007%
8/12/2026 Ieq Capital LLC11,144$434K0.0%N/A0.057%
8/11/2026 Allworth Financial LP3,251$127K0.0%N/A0.016%
8/10/2026 Great Lakes Advisors LLC11,043$430K0.0%N/A0.056%
8/7/2026 BlackRock Inc.1,667,260$64.97M0.0%N/A8.461%
8/7/2026 Deutsche Bank AG19,219$749K0.0%N/A0.098%
8/6/2026 Bank of New York Mellon Corp117,844$4.59M0.0%N/A0.598%
8/6/2026 GSA Capital Partners LLP37,429$1.46M0.1%N/A0.190%
7/7/2026 Canandaigua National Bank & Trust Co.154,106$6.01M0.5%N/A0.783%
5/22/2026 Segall Bryant & Hamill LLC43,315$1.37M0.0%-39.8%0.220%
5/19/2026 Bank of America Corp DE119,691$3.80M0.0%+101.3%0.608%
5/18/2026 Royal Bank of Canada1,290$40K0.0%+31.6%0.007%
5/18/2026 Empowered Funds LLC101,340$3.21M0.0%+8.4%0.515%
5/16/2026 Quantinno Capital Management LP20,501$650K0.0%+18.4%0.104%
5/14/2026 Renaissance Technologies LLC202,931$6.44M0.0%-25.2%1.031%
5/14/2026 Sei Investments Co.51,480$1.63M0.0%+205.0%0.261%
5/13/2026 First Trust Advisors LP7,190$228K0.0%-10.4%0.037%
5/7/2026 Dimensional Fund Advisors LP957,667$30.37M0.0%+0.2%4.865%
5/5/2026 Bank of New York Mellon Corp115,244$3.65M0.0%-5.1%0.586%
5/5/2026 Hillsdale Investment Management Inc.233,080$7.39M0.2%N/A1.184%
5/1/2026 Fifth Third Bancorp1,647$52K0.0%N/A0.008%
4/30/2026 Hsbc Holdings PLC11,631$369K0.0%N/A0.059%
4/25/2026 Strs Ohio18,800$596K0.0%N/A0.096%
4/16/2026 SG Americas Securities LLC6,102$193K0.0%-27.0%0.031%
3/9/2026 EMC Capital Management2,542$79K0.0%-15.0%0.013%
2/19/2026 Invesco Ltd.35,293$1.10M0.0%-9.8%0.175%
2/18/2026 Mendon Capital Advisors Corp100,000$3.12M0.9%-5.7%0.497%
2/18/2026 Empowered Funds LLC93,507$2.92M0.0%+10.6%0.465%
2/18/2026 XTX Topco Ltd23,899$745K0.0%+182.7%0.119%
2/18/2026 Wellington Management Group LLP1,049,295$32.71M0.0%+42.4%5.213%
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2/18/2026 Numerai GP LLC30,508$951K0.1%-7.7%0.152%
2/18/2026 Millennium Management LLC11,695$365K0.0%-93.7%0.058%
2/18/2026 Bridgeway Capital Management LLC163,507$5.10M0.1%+5.8%0.812%
2/17/2026 Trexquant Investment LP92,246$2.88M0.0%+32.1%0.458%
2/17/2026 Price T Rowe Associates Inc. MD11,765$367K0.0%+11.7%0.058%
2/17/2026 Adage Capital Partners GP L.L.C.972,043$30.30M0.0%+19.8%4.829%
2/17/2026 Russell Investments Group Ltd.38,449$1.20M0.0%+2.3%0.191%
2/17/2026 Captrust Financial Advisors13,473$420K0.0%N/A0.067%
2/17/2026 Royal Bank of Canada980$30K0.0%-79.5%0.005%
2/17/2026 Graham Capital Management L.P.9,734$303K0.0%N/A0.048%
2/17/2026 Maltese Capital Management LLC145,000$4.52M0.8%-31.3%0.720%
2/16/2026 Verition Fund Management LLC97,277$3.03M0.0%-73.3%0.483%
2/16/2026 Barclays PLC36,320$1.13M0.0%+22.9%0.180%
2/16/2026 Aigen Investment Management LP7,547$235K0.1%N/A0.037%
2/13/2026 Marshall Wace LLP15,924$496K0.0%-8.5%0.079%
2/13/2026 CANADA LIFE ASSURANCE Co1,607$50K0.0%+44.8%0.008%
2/13/2026 Fourthstone LLC254,501$7.93M1.5%-21.0%1.264%
2/13/2026 Rafferty Asset Management LLC15,084$470K0.0%-38.1%0.075%
2/13/2026 First Trust Advisors LP8,025$250K0.0%-28.2%0.040%
2/13/2026 Charles Schwab Investment Management Inc.168,746$5.26M0.0%+0.5%0.838%
2/13/2026 Police & Firemen s Retirement System of New Jersey4,841$151K0.0%-20.2%0.024%
2/13/2026 State Street Corp507,389$15.98M0.0%-6.8%2.521%
2/13/2026 Martingale Asset Management L P7,200$224K0.0%-11.1%0.036%
2/13/2026 Wells Fargo & Company MN22,981$716K0.0%+44.2%0.114%
2/12/2026 Jane Street Group LLC27,410$854K0.0%-28.4%0.136%
2/12/2026Brooklyn Investment Group9,061$286K0.0%N/A0.045%
2/12/2026 Commonwealth Equity Services LLC355,476$11.08M0.0%+6.3%1.766%
2/12/2026 Renaissance Technologies LLC271,300$8.46M0.0%-12.9%1.348%
2/12/2026 Dimensional Fund Advisors LP955,906$29.80M0.0%+0.5%4.749%
2/12/2026 Federated Hermes Inc.25,114$783K0.0%-63.7%0.125%
2/12/2026 Campbell & CO Investment Adviser LLC11,182$349K0.0%-10.6%0.056%
2/12/2026 Great Lakes Advisors LLC10,764$336K0.0%-3.0%0.053%
2/11/2026 Empowered Funds LLC93,507$2.92M0.0%+10.6%0.464%
2/11/2026 Franklin Resources Inc.16,837$525K0.0%-29.2%0.084%
2/11/2026Brandywine Global Investment Management LLC12,230$381K0.0%+18.9%0.061%
2/11/2026 O Shaughnessy Asset Management LLC60,934$1.90M0.0%-1.8%0.303%
2/11/2026 JPMorgan Chase & Co.288,077$8.98M0.0%-23.7%1.431%
2/11/2026 Los Angeles Capital Management LLC4,115$118K0.0%N/A0.020%
2/10/2026 Goldman Sachs Group Inc.214,584$6.69M0.0%-2.3%1.066%
2/10/2026 Intech Investment Management LLC7,271$227K0.0%-17.6%0.036%
2/10/2026 PL Capital Advisors LLC1,802,791$56.19M17.7%+1.6%8.956%
2/9/2026 Geode Capital Management LLC482,155$15.03M0.0%-0.8%2.395%
2/6/2026 GSA Capital Partners LLP28,305$882K0.1%+54.9%0.141%
2/6/2026 ProShare 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%
1/21/2026 Daytona Street Capital LLC8,000$249K0.2%N/A0.040%
1/20/2026 Palisades Investment Partners LLC140,942$4.43M1.7%+2.5%0.700%
1/9/2026 SG Americas Securities LLC8,354$260K0.0%N/A0.042%
1/1/2026 JPMorgan Chase & Co.377,740$10.28M0.0%+10.2%1.877%
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11/18/2025 Advisory Services Network LLC1,937$53K0.0%N/A0.010%
11/17/2025 Verition Fund Management LLC364,202$9.91M0.0%-10.1%1.809%
11/17/2025 Susquehanna Fundamental Investments LLC11,387$310K0.0%-8.4%0.057%
11/17/2025 Susquehanna International Group LLP8,211$223K0.0%-75.0%0.041%
11/17/2025 Qube Research & Technologies Ltd11,768$320K0.0%N/A0.058%
11/17/2025 Numerai GP LLC33,064$899K0.1%N/A0.164%
11/17/2025 Maltese Capital Management LLC211,000$5.74M0.9%-4.1%1.048%
11/17/2025 Millennium Management LLC184,618$5.02M0.0%+102.9%0.917%
11/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.9,103$248K0.0%-16.4%0.045%
11/17/2025 Larson Financial Group LLC1,170$32K0.0%+3,150.0%0.006%


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 132 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 5,385,361 shares in the last 24 months. This purchase volume represents approximately $185.22M 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), Canandaigua National Bank & Trust Co. ($124.78K), and Renaissance Technologies LLC ($108.56K).

Institutional investors have sold a total of 2,783,209 shares in the last 24 months. This volume of shares sold represents approximately $90.65M in transactions.


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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 8/24/2026. New 13F filings are added each quarter as they're published.
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