Financial InstitutionsFISI
13F holders, Q2 2026 (June 30)159holders +8
25new positions
16sold out
5famous investors
$38.87avg. 13F price*
At the end of Q2 2026, 159 institutions reported holding Financial Institutions Inc. (FISI) in their 13F filings, up 8 from Q1 2026. 25 opened new positions and 16 sold out. The largest holders were PL Capital Advisors, LLC ($70.8M), BlackRock, Inc. ($65.0M) and Dimensional Fund Advisors LP ($39.1M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Financial Institutions Inc.
- CUSIP
- 317585404
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $6.4M |
| Exits | 16 | $12.9M |
All 13F filers, Q1 2026 → Q2 2026: 1,764,249 shares bought and 1,879,077 shares sold, net −114,828 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 159 holders
| PL Capital Advisors, LLC | 19.67% | No change | 1,816,102 | $70.8M |
| BlackRock, Inc. | 0.00% | Add +12.8% | 1,667,260 | $65.0M |
| Dimensional Fund Advisors LP | 0.01% | Add +4.7% | 1,002,481 | $39.1M |
| Vanguard Capital Management LLC | 0.00% | Add +0.7% | 841,166 | $32.8M |
| Adage Capital Partners Gp, L.L.C. | 0.05% | Reduce -12.0% | 834,969 | $32.5M |
| State Street Corp. | 0.00% | Add +2.3% | 592,493 | $23.3M |
| Acadian Asset Management LLC | 0.03% | Add +7.0% | 593,367 | $23.1M |
| Geode Capital Management, LLC | 0.00% | Add +3.2% | 586,724 | $22.9M |
| Ategra Capital Management, LLC | 11.69% | No change | 564,100 | $22.0M |
| Two Sigma Investments, LP | 0.01% | Add +66.4% | 457,098 | $17.8M |
| JPMorgan Chase & Co. | 0.00% | Add +66.7% | 404,980 | $15.7M |
| American Century Companies Inc. | 0.01% | Add +298.4% | 349,611 | $13.6M |
| Vanguard Portfolio Management LLC | 0.00% | Add +23.5% | 263,033 | $10.3M |
| AQR Capital Management | 0.00% | Add +59.2% | 251,498 | $9.8M |
| Hillsdale Investment Management Inc. | 0.22% | Add +6.9% | 249,200 | $9.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -28.9% | 248,283 | $9.7M |
| Morgan Stanley | 0.00% | Reduce -9.9% | 234,920 | $9.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -11.9% | 216,109 | $8.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -3.1% | 245,258 | $7.8M |
| Hotchkis & Wiley Capital Management LLC | 0.02% | Reduce -1.4% | 199,502 | $7.8M |
| Qube Research & Technologies Ltd | 0.01% | Add +186.6% | 193,831 | $7.6M |
| LSV Asset Management | 0.01% | Add +9.7% | 179,800 | $7.0M |
| Bridgeway Capital Management, LLC | 0.12% | Add +4.6% | 179,154 | $7.0M |
| Northern Trust Corp. | 0.00% | Add +6.5% | 176,215 | $6.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +1.3% | 162,212 | $6.3M |
| Canandaigua National Bank & Trust Co. | 0.51% | — | 154,106 | $6.0M |
| Palisades Investment Partners, LLC | 1.68% | Add +3.0% | 150,826 | $5.9M |
| Renaissance Technologies | 0.01% | Reduce -32.5% | 136,904 | $5.3M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +3.0% | 130,123 | $5.1M |
| Bank of America Corp. | 0.00% | Add +7.5% | 128,688 | $5.0M |
| Courier Capital LLC | 0.23% | Add +1.6% | 119,133 | $4.6M |
| Bank of New York Mellon Corp | 0.00% | Add +2.3% | 117,844 | $4.6M |
| Empowered Funds, LLC | 0.02% | Add +7.7% | 109,154 | $4.3M |
| Curi Capital, LLC | 0.06% | No change | 100,017 | $3.9M |
| Mendon Capital Advisors Corp. | 1.38% | No change | 100,000 | $3.9M |
| Maltese Capital Management LLC | 0.72% | Reduce -14.5% | 100,000 | $3.9M |
| Citadel Advisors | 0.00% | Add +646.0% | 85,480 | $3.3M |
| Segall Bryant & Hamill, LLC | 0.04% | Add +75.5% | 76,010 | $3.0M |
| Trexquant Investment LP | 0.02% | Add +122.2% | 74,811 | $2.9M |
| Nuveen, LLC | 0.00% | Add +25.7% | 71,468 | $2.8M |
| FMR LLC | 0.00% | Reduce -9.1% | 65,944 | $2.6M |
| Prudential Financial Inc. | 0.00% | Add +221.6% | 65,739 | $2.6M |
| Wellington Management Group LLP | 0.00% | Reduce -93.0% | 62,979 | $2.5M |
| New York State Common Retirement Fund | 0.00% | Add +4.4% | 62,015 | $2.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.0% | 57,721 | $2.2M |
| Russell Investments Group, Ltd. | 0.00% | Add +50.7% | 52,741 | $2.1M |
| Bayview Asset Management, LLC | 1.46% | No change | 50,000 | $1.9M |
| Cutler Capital Management, LLC | 0.61% | No change | 49,428 | $1.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +0.1% | 46,241 | $1.8M |
| Martingale Asset Management L P | 0.04% | No change | 41,548 | $1.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +3.7% | 41,541 | $1.6M |
| Franklin Resources Inc. | 0.00% | Add +33.0% | 40,042 | $1.6M |
| Kennedy Capital Management LLC | 0.03% | Reduce -17.5% | 38,254 | $1.5M |
| Victory Capital Management Inc. | 0.00% | Add +0.5% | 37,800 | $1.5M |
| Man Group plc | 0.00% | Add +25.5% | 37,570 | $1.5M |
| Gsa Capital Partners LLP | 0.09% | Add +107.6% | 37,429 | $1.5M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -35.5% | 33,657 | $1.3M |
| Campbell & CO Investment Adviser LLC | 0.07% | Add +47.6% | 32,892 | $1.3M |
| Invesco Ltd. | 0.00% | Reduce -6.6% | 31,793 | $1.2M |
| Sei Investments Co. | 0.00% | Reduce -40.2% | 30,790 | $1.2M |
| Vanguard Global Advisers, LLC | 0.00% | No change | 26,068 | $1.0M |
| Rhumbline Advisers | 0.00% | Add +1.1% | 25,431 | $991K |
| Quantinno Capital Management LP | 0.00% | Add +16.3% | 23,839 | $929K |
| Creative Planning | 0.00% | Add +18.2% | 23,631 | $921K |
| Millennium Management | 0.00% | Add +35.7% | 23,393 | $912K |
| Informed Momentum Co LLC | 0.07% | Reduce -4.0% | 21,546 | $840K |
| XTX Topco Ltd | 0.01% | New | 20,707 | $807K |
| STRS Ohio | 0.00% | Add +5.3% | 19,800 | $772K |
| Ameriprise Financial Inc. | 0.00% | No change | 19,427 | $757K |
| Deutsche Bank AG | 0.00% | Add +13.2% | 19,219 | $749K |
| Citigroup Inc. | 0.00% | Add +15.6% | 17,847 | $695K |
| BNP Paribas Financial Markets | 0.00% | Add +2.3% | 16,948 | $660K |
| Alps Advisors Inc. | 0.00% | Add +1.2% | 16,572 | $646K |
| Wells Fargo & Company | 0.00% | Add +123.1% | 16,499 | $643K |
| Susquehanna Fundamental Investments, LLC | 0.01% | Reduce -19.6% | 16,185 | $631K |
| T. Rowe Price Associates Inc. | 0.00% | Add +3.1% | 15,812 | $617K |
| Quadrature Capital Ltd | 0.01% | New | 15,129 | $590K |
| Oppenheimer & Close, LLC | 0.36% | New | 14,500 | $565K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 14,118 | $548K |
| Bailard, Inc. | 0.01% | New | 13,400 | $522K |
| UBS Group AG | 0.00% | Reduce -93.6% | 13,023 | $508K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 12,741 | $497K |
| Graham Capital Management, L.P. | 0.02% | Add +3.3% | 12,162 | $474K |
| MetLife Investment Management, LLC | 0.00% | Add +6.2% | 11,705 | $456K |
| Panagora Asset Management Inc. | 0.00% | New | 11,447 | $446K |
| Ieq Capital, LLC | 0.00% | Add +12.3% | 11,144 | $434K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -0.3% | 11,043 | $430K |
| Squarepoint Ops LLC | 0.00% | Add +45.5% | 10,995 | $428K |
| D. E. Shaw & Co. | 0.00% | Add +46.1% | 10,598 | $413K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -0.9% | 9,073 | $354K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -45.4% | 8,833 | $344K |
| Barclays PLC | 0.00% | Reduce -28.1% | 8,800 | $343K |
| Stonebrook Private Inc. | 0.06% | Add +0.8% | 8,759 | $341K |
| Mercer Global Advisors Inc. | 0.00% | New | 8,625 | $336K |
| State of Wisconsin Investment Board | 0.00% | New | 8,310 | $324K |
| Engineers Gate Manager LP | 0.00% | New | 7,836 | $305K |
| Sterling Capital Management LLC | 0.01% | Add +1086.3% | 7,687 | $300K |
| SG Americas Securities, LLC | 0.00% | Add +23.2% | 7,517 | $293K |
| Cary Street Partners Financial LLC | 0.01% | No change | 7,450 | $290K |
| First Trust Advisors LP | 0.00% | Reduce -1.1% | 7,108 | $277K |
"% of holder's portfolio" is FISI's weight in each manager's 13F, not the share of Financial Institutions Inc. the manager owns.