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Financial Institutions (FISI) Institutional Ownership

Financial Institutions logo
$36.19 +0.38 (+1.06%)
As of 01:47 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)
72
Total
Institutional Inflows
(last 12 months)
$93.39M
Number of
Institutional Sellers
(last 12 months)
54
Total
Institutional Outflows
(last 12 months)
$76.16M
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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
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%
3/9/2026EMC 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%
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%
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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%
2/12/2026 Brooklyn 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%
1/30/2026Canandaigua 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%
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%
11/17/2025 Citadel Advisors LLC8,579$233K0.0%-73.9%0.043%
11/17/2025 Bank of America Corp DE81,607$2.22M0.0%+56.9%0.405%
11/17/2025 Aquatic Capital Management LLC12,147$330K0.0%N/A0.060%
11/17/2025 Alliancebernstein L.P.219,916$5.98M0.0%+6.2%1.092%
11/17/2025 Ameriprise Financial Inc.41,527$1.13M0.0%-36.4%0.206%
11/14/2025 Creative Planning17,922$487K0.0%+5.0%0.089%
11/14/2025 Mendon Capital Advisors Corp106,022$2.88M1.1%-5.4%0.527%
11/14/2025 Hotchkis & Wiley Capital Management LLC365,112$9.93M0.0%-5.0%1.814%
11/14/2025 Two Sigma Investments LP175,427$4.77M0.0%+99.9%0.871%
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11/14/2025 Bridgeway Capital Management LLC154,513$4.20M0.1%+6.6%0.768%
11/14/2025 Wellington Management Group LLP736,825$20.04M0.0%+34.1%3.660%
11/14/2025Comerica Bank1,647$45K0.0%+39.8%0.008%
11/13/2025 Kennedy Capital Management LLC46,348$1.26M0.0%+40.8%0.230%
11/13/2025 Arrowstreet Capital Limited Partnership83,234$2.26M0.0%-15.9%0.413%
11/13/2025 UBS Group AG38,422$1.05M0.0%+13.7%0.191%
11/13/2025 BNP Paribas Financial Markets4,100$112K0.0%-32.1%0.020%
11/13/2025 Russell Investments Group Ltd.37,577$1.02M0.0%+10,367.1%0.187%
11/13/2025 First Trust Advisors LP11,175$304K0.0%-85.6%0.056%
11/12/2025 Barclays PLC29,542$804K0.0%-28.6%0.147%


FISI Institutional Ownership - Frequently Asked Questions

During the previous two years, 143 institutional investors and hedge funds held shares of Financial Institutions. The most heavily invested institutionals were PL Capital Advisors LLC ($56.19M), Wellington Management Group LLP ($32.71M), Dimensional Fund Advisors LP ($30.37M), Adage Capital Partners GP L.L.C. ($30.30M), Vanguard Group Inc. ($29.80M), State Street Corp ($15.98M), and Geode Capital Management LLC ($15.03M).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 127 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 ($14.59M), Wellington Management Group LLP ($1.84M), Adage Capital Partners GP L.L.C. ($939.65K), Fourthstone LLC ($617.83K), ProShare Advisors LLC ($459.80K), Rhino Investment Partners Inc ($313.08K), and Basswood Capital Management L.L.C. ($304.89K).

Institutional investors have bought a total of 3,319,721 shares in the last 24 months. This purchase volume represents approximately $93.39M in transactions.

Of the 54 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: Verition Fund Management LLC ($308.04K), ProShare Advisors LLC ($264.29K), Courier Capital LLC ($236.68K), Stieven Capital Advisors L.P. ($212.02K), Millennium Management LLC ($172.92K), LSV Asset Management ($158.26K), and American Century Companies Inc. ($127.87K).

Institutional investors have sold a total of 2,653,734 shares in the last 24 months. This volume of shares sold represents approximately $76.16M in transactions.


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This page (NASDAQ:FISI) was last updated on 5/29/2026 by MarketBeat.com Staff.
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