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Financial Institutions (FISI) Institutional Ownership

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$40.22 +0.49 (+1.23%)
Closing price 04:00 PM Eastern
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$40.25 +0.03 (+0.07%)
As of 07:30 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)
68
Total
Institutional Inflows
(last 12 months)
$166.01M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$82.09M
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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
11/6/2026 Russell Investments Group Ltd.16,534$646K0.0%-68.7%0.084%
11/3/2026 Alps Advisors Inc.14,151$552K0.0%-14.6%0.072%
11/2/2026 Commonwealth Equity Services LLC58,003$2.26M0.0%+0.5%0.294%
10/23/2026 Inspire Investing LLC61,146$2.38M0.1%N/A0.310%
10/16/2026 Daytona Street Capital LLC8,000$317K0.2%N/A0.041%
10/15/2026 State of Alaska Department of Revenue741$28K0.0%N/A0.004%
10/7/2026 Canandaigua 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%
9/8/2026 Allworth 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%
8/11/2026 Allworth Financial LP3,251$127K0.0%N/A0.016%
8/10/2026 Great Lakes Advisors LLC11,043$430K0.0%N/A0.056%
8/7/2026BlackRock 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%
8/6/2026GSA 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%
5/22/2026Segall 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%
5/7/2026 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%
5/5/2026Hillsdale Investment Management Inc.233,080$7.39M0.2%N/A1.184%
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5/1/2026 Fifth Third Bancorp1,647$52K0.0%N/A0.008%
4/30/2026Hsbc Holdings PLC11,631$369K0.0%N/A0.059%
4/25/2026 Strs 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%
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%
2/17/2026 Russell 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%
2/16/2026 Barclays 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%
2/12/2026 Commonwealth Equity Services LLC355,476$11.08M0.0%+6.3%1.766%
2/12/2026Renaissance Technologies LLC271,300$8.46M0.0%-12.9%1.348%
2/12/2026 Dimensional 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%
2/12/2026 Great 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%
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2/10/2026PL 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%
2/6/2026GSA 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%
1/9/2026SG Americas Securities LLC8,354$260K0.0%N/A0.042%
1/1/2026JPMorgan Chase & Co.377,740$10.28M0.0%+10.2%1.877%


FISI Institutional Ownership - Frequently Asked Questions

During the previous two years, 148 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 ($13.12M), 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 4,647,374 shares in the last 24 months. This purchase volume represents approximately $166.01M in transactions.

Of the 46 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), Renaissance Technologies LLC ($108.56K), JPMorgan Chase & Co. ($89.66K), and Maltese Capital Management LLC ($75K).

Institutional investors have sold a total of 2,449,982 shares in the last 24 months. This volume of shares sold represents approximately $82.09M 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 11/6/2026. New 13F filings are added each quarter as they're published.
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