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Financial Institutions (FISI) Institutional Ownership

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$25.44 -0.14 (-0.55%)
As of 12:20 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)
88
Total
Institutional Inflows
(last 12 months)
$548.85M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$51.12M
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FISI Institutional Buying and Selling by Quarter

Financial Institutions Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2025 Acadian Asset Management LLC308,188$7.69M0.0%-12.0%1.533%
5/21/2025 Mendon Capital Advisors Corp111,720$2.79M1.4%+11.7%0.556%
5/19/2025 Jane Street Group LLC15,026$375K0.0%N/A0.075%
5/16/2025 Empowered Funds LLC74,841$1.87M0.0%+7.1%0.372%
5/16/2025 Great Lakes Advisors LLC17,486$436K0.0%-2.5%0.087%
5/16/2025 Goldman Sachs Group Inc.73,997$1.85M0.0%-30.9%0.368%
5/16/2025 Dynamic Technology Lab Private Ltd16,043$400K0.1%N/A0.080%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.11,333$283K0.0%+30.0%0.056%
5/16/2025 Curi RMB Capital LLC100,000$2.50M0.1%+12.3%0.497%
5/16/2025 Bridgeway Capital Management LLC144,841$3.62M0.1%+3.6%0.720%
5/16/2025 AQR Capital Management LLC97,206$2.43M0.0%+12.2%0.483%
5/16/2025 Adage Capital Partners GP L.L.C.775,171$19.35M0.0%+89.4%3.855%
5/15/2025 Royal Bank of Canada12,042$301K0.0%-19.3%0.060%
5/15/2025 Azora Capital LP208,819$5.21M0.4%-8.3%1.038%
5/15/2025 Trexquant Investment LP13,869$346K0.0%N/A0.069%
5/15/2025 Bayview Asset Management LLC80,085$2.00M0.8%-53.4%0.398%
5/14/2025 Jacobs Asset Management LLC124,696$3.11M1.9%-17.7%0.620%
5/14/2025 Corebridge Financial Inc.9,375$234K0.0%+24.2%0.047%
5/14/2025 MetLife Investment Management LLC11,085$277K0.0%+31.9%0.055%
5/14/2025 Jump Financial LLC8,196$205K0.0%N/A0.041%
5/14/2025 Hotchkis & Wiley Capital Management LLC348,478$8.70M0.0%+132.8%1.733%
5/14/2025 Cutler Capital Management LLC47,025$1.17M0.4%+2.8%0.234%
5/14/2025 Rhino Investment Partners Inc313,082$7.82M1.9%+19.9%1.557%
5/14/2025 Martingale Asset Management L P21,620$540K0.0%-62.1%0.108%
5/14/2025 PL Capital Advisors LLC1,261,010$31.48M10.6%+153.3%6.271%
5/14/2025 Quantbot Technologies LP16,532$413K0.0%N/A0.082%
5/14/2025 Wellington Management Group LLP612,133$15.28M0.0%-8.7%3.044%
5/13/2025 American Century Companies Inc.379,204$9.47M0.0%-10.7%1.886%
5/12/2025 Nuveen LLC47,237$1.18M0.0%N/A0.235%
5/12/2025 Invesco Ltd.37,189$928K0.0%-4.2%0.185%
5/12/2025 Connor Clark & Lunn Investment Management Ltd.36,316$906K0.0%-67.6%0.181%
5/9/2025 Deutsche Bank AG14,855$371K0.0%-13.8%0.074%
5/9/2025 Charles Schwab Investment Management Inc.160,338$4.00M0.0%+27.9%0.797%
5/9/2025 Vanguard Group Inc.1,031,395$25.74M0.0%+11.5%5.129%
5/8/2025 US Bancorp DE1,173$29K0.0%-54.4%0.006%
5/2/2025 Segall Bryant & Hamill LLC81,241$2.03M0.0%-2.9%0.404%
5/2/2025 Victory Capital Management Inc.37,000$924K0.0%+10.0%0.184%
5/1/2025 CWM LLC9,222$230K0.0%+8.1%0.046%
5/1/2025 Stieven Capital Advisors L.P.225,500$5.63M1.1%+0.2%1.121%
4/29/2025 Bank of New York Mellon Corp138,103$3.45M0.0%+9.0%0.687%
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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%
3/24/2025 Wellington Management Group LLP670,355$18.29M0.0%N/A3.339%
2/28/2025 Universal Beteiligungs und Servicegesellschaft mbH46,100$1.26M0.0%N/A0.298%
2/20/2025 Mackenzie Financial Corp16,114$440K0.0%N/A0.104%
2/18/2025 Palisades Investment Partners LLC138,527$3.78M1.6%+9.3%0.895%
2/17/2025 Squarepoint Ops LLC14,218$388K0.0%N/A0.092%
2/17/2025 Two Sigma Advisers LP78,787$2.15M0.0%+2.5%0.509%
2/17/2025 Two Sigma Investments LP88,622$2.42M0.0%+78.6%0.573%
2/17/2025 Millennium Management LLC26,378$720K0.0%N/A0.171%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.8,716$238K0.0%+4.6%0.056%
2/17/2025 Lazard Asset Management LLC28,986$791K0.0%+31.6%0.187%
2/17/2025 Jacobs Asset Management LLC151,456$4.13M2.5%N/A0.979%
2/17/2025 Jacobs Levy Equity Management Inc.60,320$1.65M0.0%+1.0%0.390%
2/17/2025 Deutsche Bank AG17,229$470K0.0%+105.7%0.111%
2/17/2025 Bridgeway Capital Management LLC139,862$3.82M0.1%+2.5%0.904%
2/17/2025 Azora Capital LP227,658$6.21M0.3%N/A1.472%
2/17/2025 Bank of America Corp DE27,123$740K0.0%+36.9%0.175%
2/17/2025 Bayview Asset Management LLC171,889$4.69M3.8%+1,345.8%1.111%
2/17/2025 Basswood Capital Management L.L.C.304,891$8.32M0.5%N/A1.971%
2/17/2025 BNP Paribas Financial Markets7,394$202K0.0%-62.6%0.048%
2/17/2025 Ameriprise Financial Inc.135,218$3.69M0.0%+20.8%0.874%
2/14/2025 Rhino Investment Partners Inc261,051$7.12M1.6%N/A1.687%
2/14/2025 Northern Trust Corp195,861$5.35M0.0%+3.5%1.266%
2/14/2025 Boothbay Fund Management LLC90,000$2.46M0.1%N/A0.582%
2/14/2025 Adage Capital Partners GP L.L.C.409,247$11.17M0.0%N/A2.645%
2/14/2025 Mendon Capital Advisors Corp100,000$2.73M1.3%N/A0.646%
2/14/2025 State of Tennessee Department of Treasury6,157$168K0.0%-44.9%0.040%
2/14/2025 Curi RMB Capital LLC89,021$2.43M0.1%N/A0.575%
2/14/2025 Dimensional Fund Advisors LP971,659$26.52M0.0%+1.5%6.281%
2/14/2025 First Trust Advisors LP58,284$1.59M0.0%-8.5%0.377%
2/14/2025 Banc Funds Co. LLC104,000$2.84M0.3%N/A0.672%
2/13/2025 Fourthstone LLC318,254$8.69M1.7%+1,463.9%2.057%
2/13/2025 Barclays PLC47,877$1.31M0.0%+6.9%0.309%
2/13/2025 Kennedy Capital Management LLC35,000$955K0.0%N/A0.226%
2/13/2025 LSV Asset Management339,057$9.25M0.0%-1.7%2.192%
2/13/2025 Renaissance Technologies LLC306,900$8.38M0.0%+4.6%1.984%
2/13/2025 Invesco Ltd.38,839$1.06M0.0%+7.2%0.251%
2/13/2025 Aster Capital Management DIFC Ltd3,171$87K0.0%N/A0.020%
2/13/2025 Gator Capital Management LLC10,000$273K0.1%N/A0.065%
2/13/2025 Wells Fargo & Company MN9,130$249K0.0%+14.3%0.059%
2/12/2025 Endeavour Capital Advisors Inc.115,494$3.15M1.0%N/A0.747%
2/12/2025 Geode Capital Management LLC351,280$9.59M0.0%-1.0%2.271%
2/12/2025 Franklin Resources Inc.77,956$2.13M0.0%+334.6%0.504%
2/12/2025 Alliancebernstein L.P.231,010$6.30M0.0%+1,409.9%1.493%
2/12/2025 Wellington Management Group LLP670,355$18.29M0.0%N/A4.333%
2/12/2025 Arrowstreet Capital Limited Partnership106,779$2.91M0.0%-13.8%0.690%
2/12/2025 JPMorgan Chase & Co.61,484$1.68M0.0%+239.5%0.397%
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2/11/2025 Modern Wealth Management LLC191,766$5.37M0.2%-1.5%1.240%
2/11/2025 Segall Bryant & Hamill LLC83,686$2.28M0.0%+56.3%0.541%
2/11/2025 Prudential Financial Inc.187,448$5.12M0.0%+2.4%1.212%
2/11/2025 Corebridge Financial Inc.7,547$206K0.0%-7.0%0.049%
2/11/2025 Vanguard Group Inc.925,285$25.25M0.0%+13.0%5.981%
2/11/2025 Hillsdale Investment Management Inc.5,000$136K0.0%-47.4%0.032%
2/11/2025 Sei Investments Co.9,947$271K0.0%-19.3%0.064%
2/11/2025 American Century Companies Inc.424,825$11.59M0.0%+38.1%2.746%
2/10/2025 Thrivent Financial for Lutherans41,363$1.13M0.0%-17.7%0.267%
2/10/2025 Picton Mahoney Asset Management1,196$32K0.0%+45.5%0.008%
(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, 115 institutional investors and hedge funds held shares of Financial Institutions. The most heavily invested institutionals were PL Capital Advisors LLC ($31.48M), Dimensional Fund Advisors LP ($26.52M), Vanguard Group Inc. ($25.74M), Adage Capital Partners GP L.L.C. ($19.35M), Wellington Management Group LLP ($15.28M), Commonwealth Equity Services LLC ($12.36M), and Courier Capital LLC ($9.61M).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 100 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 ($14.16M), Wellington Management Group LLP ($1.34M), Adage Capital Partners GP L.L.C. ($775.17K), Courier Capital LLC ($337.15K), Fourthstone LLC ($318.25K), Rhino Investment Partners Inc ($313.08K), and Basswood Capital Management L.L.C. ($304.89K).

How much institutional buying is happening at Financial Institutions?

Institutional investors have bought a total of 21,395,526 shares in the last 24 months. This purchase volume represents approximately $565.85M in transactions.

Which Financial Institutions major shareholders have been selling company stock?

Of the 49 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), Bayview Asset Management LLC ($91.80K), Connor Clark & Lunn Investment Management Ltd. ($75.81K), Dimensional Fund Advisors LP ($72.72K), Wellington Management Group LLP ($58.22K), and Royce & Associates LP ($52.45K).

How much institutional selling is happening at Financial Institutions?

Institutional investors have sold a total of 2,307,222 shares in the last 24 months. This volume of shares sold represents approximately $58.19M in transactions.



This page (NASDAQ:FISI) was last updated on 5/23/2025 by MarketBeat.com Staff
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