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Financial Institutions (FISI) Institutional Ownership

Financial Institutions logo
$25.39 -0.06 (-0.24%)
As of 04/30/2025 04:00 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)
79
Total
Institutional Inflows
(last 12 months)
$510.93M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$40.24M
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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
4/29/2025 Bank of New York Mellon Corp138,103$3.45M0.0%+9.0%0.687%
4/25/2025 Canandaigua National Bank & Trust Co.280,045$6.99M0.7%-1.3%1.393%
4/16/2025 Wealth Enhancement Advisory Services LLC11,920$298K0.0%-18.7%0.059%
4/8/2025 Rhumbline Advisers24,489$611K0.0%+5.0%0.122%
4/7/2025 GAMMA 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%
2/17/2025Lazard Asset Management LLC28,986$791K0.0%+31.6%0.187%
2/17/2025Jacobs Asset Management LLC151,456$4.13M2.5%N/A0.979%
2/17/2025Jacobs Levy Equity Management Inc.60,320$1.65M0.0%+1.0%0.390%
2/17/2025Deutsche Bank AG17,229$470K0.0%+105.7%0.111%
2/17/2025Bridgeway Capital Management LLC139,862$3.82M0.1%+2.5%0.904%
2/17/2025Azora Capital LP227,658$6.21M0.3%N/A1.472%
2/17/2025Bank of America Corp DE27,123$740K0.0%+36.9%0.175%
2/17/2025Bayview Asset Management LLC171,889$4.69M3.8%+1,345.8%1.111%
2/17/2025Basswood Capital Management L.L.C.304,891$8.32M0.5%N/A1.971%
2/17/2025BNP Paribas Financial Markets7,394$202K0.0%-62.6%0.048%
2/17/2025Ameriprise Financial Inc.135,218$3.69M0.0%+20.8%0.874%
2/14/2025Rhino Investment Partners Inc261,051$7.12M1.6%N/A1.687%
2/14/2025Northern Trust Corp195,861$5.35M0.0%+3.5%1.266%
2/14/2025Boothbay Fund Management LLC90,000$2.46M0.1%N/A0.582%
2/14/2025Adage Capital Partners GP L.L.C.409,247$11.17M0.0%N/A2.645%
2/14/2025Mendon Capital Advisors Corp100,000$2.73M1.3%N/A0.646%
2/14/2025State of Tennessee Department of Treasury6,157$168K0.0%-44.9%0.040%
2/14/2025Curi RMB Capital LLC89,021$2.43M0.1%N/A0.575%
2/14/2025Dimensional Fund Advisors LP971,659$26.52M0.0%+1.5%6.281%
2/14/2025First Trust Advisors LP58,284$1.59M0.0%-8.5%0.377%
2/14/2025Banc Funds Co. LLC104,000$2.84M0.3%N/A0.672%
2/13/2025Fourthstone LLC318,254$8.69M1.7%+1,463.9%2.057%
2/13/2025Barclays PLC47,877$1.31M0.0%+6.9%0.309%
2/13/2025Kennedy Capital Management LLC35,000$955K0.0%N/A0.226%
2/13/2025LSV Asset Management339,057$9.25M0.0%-1.7%2.192%
2/13/2025Renaissance Technologies LLC306,900$8.38M0.0%+4.6%1.984%
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2/13/2025Invesco Ltd.38,839$1.06M0.0%+7.2%0.251%
2/13/2025Aster Capital Management DIFC Ltd3,171$87K0.0%N/A0.020%
2/13/2025Gator Capital Management LLC10,000$273K0.1%N/A0.065%
2/13/2025Wells Fargo & Company MN9,130$249K0.0%+14.3%0.059%
2/12/2025Endeavour Capital Advisors Inc.115,494$3.15M1.0%N/A0.747%
2/12/2025Geode Capital Management LLC351,280$9.59M0.0%-1.0%2.271%
2/12/2025Franklin Resources Inc.77,956$2.13M0.0%+334.6%0.504%
2/12/2025Alliancebernstein L.P.231,010$6.30M0.0%+1,409.9%1.493%
2/12/2025Wellington Management Group LLP670,355$18.29M0.0%N/A4.333%
2/12/2025Arrowstreet Capital Limited Partnership106,779$2.91M0.0%-13.8%0.690%
2/12/2025JPMorgan Chase & Co.61,484$1.68M0.0%+239.5%0.397%
2/11/2025Modern Wealth Management LLC191,766$5.37M0.2%-1.5%1.240%
2/11/2025Segall Bryant & Hamill LLC83,686$2.28M0.0%+56.3%0.541%
2/11/2025Prudential Financial Inc.187,448$5.12M0.0%+2.4%1.212%
2/11/2025Corebridge Financial Inc.7,547$206K0.0%-7.0%0.049%
2/11/2025Vanguard Group Inc.925,285$25.25M0.0%+13.0%5.981%
2/11/2025Hillsdale Investment Management Inc.5,000$136K0.0%-47.4%0.032%
2/11/2025Sei Investments Co.9,947$271K0.0%-19.3%0.064%
2/11/2025American Century Companies Inc.424,825$11.59M0.0%+38.1%2.746%
2/10/2025Thrivent Financial for Lutherans41,363$1.13M0.0%-17.7%0.267%
2/10/2025Picton Mahoney Asset Management1,196$32K0.0%+45.5%0.008%
2/10/2025Commonwealth Equity Services LLC452,869$12.36M0.0%-0.1%2.927%
2/10/2025Connor Clark & Lunn Investment Management Ltd.112,129$3.06M0.0%+14.9%0.725%
2/6/2025Proficio Capital Partners LLC11,652$318K0.0%N/A0.075%
2/6/2025Victory Capital Management Inc.33,645$918K0.0%-7.8%0.217%
2/6/2025Charles Schwab Investment Management Inc.125,323$3.42M0.0%+0.7%0.810%
2/5/2025Bailard Inc.22,530$615K0.0%N/A0.146%
2/5/2025Proficio Capital Partners LLC11,652$318K0.0%N/A0.075%
2/5/2025PL Capital Advisors LLC497,751$13.58M4.6%-71.9%3.218%
2/4/2025PL Capital Advisors LLC13,583,625$370.70M4.3%+666.8%87.806%
2/4/2025Los Angeles Capital Management LLC16,560$452K0.0%-17.9%0.107%
2/4/2025 Bank of New York Mellon Corp126,651$3.46M0.0%-11.3%0.819%
1/30/2025Stieven Capital Advisors L.P.225,000$6.14M1.1%N/A1.454%
1/28/2025Empowered Funds LLC69,862$1.91M0.0%+5.1%0.452%
1/23/2025EMC Capital Management7,080$193K0.1%-18.7%0.046%
1/23/2025R Squared Ltd1,100$30K0.0%N/A0.007%
1/17/2025 SG Americas Securities LLC7,418$202K0.0%+14.9%0.048%
1/13/2025 Courier Capital LLC352,126$9.61M0.7%+0.5%2.276%
1/10/2025 Wealth Enhancement Advisory Services LLC25,345$646K0.0%+72.0%0.164%
1/6/2025 Canandaigua National Bank & Trust Co.283,695$7.74M0.8%-2.1%1.833%
12/26/2024JPMorgan Chase & Co.18,108$461K0.0%+32.7%0.117%
11/19/2024Barclays PLC44,798$1.14M0.0%+48.4%0.290%
11/16/2024Geode Capital Management LLC354,685$9.04M0.0%+2.0%2.293%
11/15/2024Barclays PLC44,798$1.14M0.0%+48.4%0.290%
11/15/2024XTX Topco Ltd8,792$224K0.0%N/A0.057%
11/15/2024Zacks Investment Management184,767$4.71M0.0%N/A1.194%
11/15/2024Jane Street Group LLC15,089$384K0.0%-3.0%0.098%
11/15/2024State Street Corp283,707$7.31M0.0%+6.5%1.834%
11/15/2024Jacobs Levy Equity Management Inc.59,725$1.52M0.0%+1.9%0.386%
11/15/2024Hotchkis & Wiley Capital Management LLC145,058$3.70M0.0%-11.9%0.938%
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11/14/2024Martingale Asset Management L P57,035$1.45M0.0%+6.7%0.369%
11/14/2024Fourthstone LLC20,350$518K0.1%N/A0.132%
11/13/2024BNP Paribas Financial Markets19,793$504K0.0%+421.4%0.128%
11/13/2024FMR LLC38,368$977K0.0%+18.6%0.248%
11/12/2024Stonebrook Private Inc.8,567$218K0.1%N/A0.055%
11/12/2024Charles Schwab Investment Management Inc.124,428$3.17M0.0%+0.3%0.804%
11/8/2024Connor Clark & Lunn Investment Management Ltd.97,559$2.49M0.0%+32.4%0.630%
11/8/2024Segall Bryant & Hamill LLC53,556$1.36M0.0%N/A0.347%
11/7/2024Thrivent Financial for Lutherans50,288$1.28M0.0%-21.7%0.325%
11/6/2024Empowered Funds LLC66,450$1.69M0.0%+5.3%0.430%
(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, 109 institutional investors and hedge funds held shares of Financial Institutions. The most heavily invested institutionals were Dimensional Fund Advisors LP ($26.52M), Vanguard Group Inc. ($25.25M), Wellington Management Group LLP ($18.29M), PL Capital Advisors LLC ($13.58M), Commonwealth Equity Services LLC ($12.36M), American Century Companies Inc. ($11.59M), and Adage Capital Partners GP L.L.C. ($11.17M).Learn more on FISI's 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 93 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 ($13.39M), Wellington Management Group LLP ($1.34M), Adage Capital Partners GP L.L.C. ($409.25K), Courier Capital LLC ($337.15K), Fourthstone LLC ($318.25K), Basswood Capital Management L.L.C. ($304.89K), and Rhino Investment Partners Inc ($261.05K).

How much institutional buying is happening at Financial Institutions?

Institutional investors have bought a total of 19,805,045 shares in the last 24 months. This purchase volume represents approximately $525.56M in transactions.

Which Financial Institutions major shareholders have been selling company stock?

Of the 35 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 ($1.31M), Commonwealth Equity Services LLC ($120.61K), Royce & Associates LP ($104.91K), Dimensional Fund Advisors LP ($72.72K), Canandaigua National Bank & Trust Co. ($50.18K), LSV Asset Management ($47.11K), and Thrivent Financial for Lutherans ($22.89K).

How much institutional selling is happening at Financial Institutions?

Institutional investors have sold a total of 1,942,123 shares in the last 24 months. This volume of shares sold represents approximately $48.66M in transactions.


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This page (NASDAQ:FISI) was last updated on 5/1/2025 by MarketBeat.com Staff
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