Financial InstitutionsFISI
13F holders, Q1 2024 (March 31)100holders
3famous investors
$18.83avg. 13F price*
At the end of Q1 2024, 100 institutions reported holding Financial Institutions Inc. (FISI) in their 13F filings. The largest holders were BlackRock Inc. ($24.7M), Dimensional Fund Advisors LP ($19.3M) and Vanguard Group Inc. ($14.8M). 3 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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $4.9M |
| Exits | 12 | $4.9M |
Ownership 100 holders
| BlackRock Inc. | 0.00% | Reduce -4.9% | 1,311,645 | $24.7M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -0.4% | 1,023,334 | $19.3M |
| Vanguard Group Inc. | 0.00% | Add +2.1% | 784,928 | $14.8M |
| Ategra Capital Management, LLC | 4.82% | Add +3.0% | 557,301 | $10.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -20.9% | 453,752 | $8.5M |
| LSV Asset Management | 0.01% | No change | 344,957 | $6.5M |
| Courier Capital LLC | 0.46% | Add +55.8% | 338,686 | $6.4M |
| Geode Capital Management, LLC | 0.00% | Add +2.8% | 334,297 | $6.3M |
| Renaissance Technologies | 0.01% | Reduce -13.7% | 305,100 | $5.7M |
| PL Capital Advisors, LLC | 2.16% | Add +59.6% | 301,281 | $5.7M |
| Canandaigua National Bank & Trust Co. | 0.84% | Reduce -2.2% | 300,672 | $5.7M |
| Acadian Asset Management LLC | 0.02% | Add +27.7% | 298,398 | $5.6M |
| State Street Corp. | 0.00% | Reduce -2.9% | 269,197 | $5.1M |
| American Century Companies Inc. | 0.00% | Add +15.8% | 242,137 | $4.6M |
| Morgan Stanley | 0.00% | Add +13.4% | 216,498 | $4.1M |
| Basswood Capital Management, L.L.C. | 0.23% | New | 211,112 | $4.0M |
| Prudential Financial Inc. | 0.01% | Reduce -5.0% | 204,848 | $3.9M |
| Northern Trust Corp. | 0.00% | Reduce -6.6% | 200,727 | $3.8M |
| Hotchkis & Wiley Capital Management LLC | 0.01% | Reduce -4.0% | 154,808 | $2.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.2% | 152,604 | $2.9M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -0.9% | 135,071 | $2.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +2.0% | 121,952 | $2.3M |
| Bridgeway Capital Management, LLC | 0.04% | Add +4.2% | 108,600 | $2.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.6% | 102,344 | $1.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -25.6% | 92,384 | $1.7M |
| Gator Capital Management, LLC | 0.78% | Reduce -25.3% | 81,223 | $1.5M |
| Invesco Ltd. | 0.00% | Add +251.8% | 80,951 | $1.5M |
| Federated Hermes, Inc. | 0.00% | No change | 69,125 | $1.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +11.4% | 66,221 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | Add +7.2% | 60,620 | $1.1M |
| New York State Common Retirement Fund | 0.00% | No change | 59,419 | $1.1M |
| Empowered Funds, LLC | 0.02% | Add +8.1% | 58,600 | $1.1M |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -0.7% | 53,542 | $1.0M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -4.6% | 50,264 | $946K |
| Martingale Asset Management L P | 0.02% | Reduce -19.2% | 47,399 | $892K |
| Cutler Capital Management, LLC | 0.42% | Add +0.1% | 45,683 | $860K |
| Two Sigma Investments, LP | 0.00% | Reduce -10.0% | 44,936 | $846K |
| Man Group plc | 0.00% | Add +50.5% | 44,814 | $843K |
| Two Sigma Advisers, LP | 0.00% | Reduce -0.9% | 44,587 | $839K |
| Ameriprise Financial Inc. | 0.00% | No change | 41,407 | $779K |
| Barclays PLC | 0.00% | Reduce -29.3% | 35,540 | $669K |
| Victory Capital Management Inc. | 0.00% | Reduce -4.8% | 30,000 | $565K |
| FMR LLC | 0.00% | Add +3.9% | 29,713 | $559K |
| STRS Ohio | 0.00% | Add +1.1% | 27,700 | $521K |
| Globeflex Capital L P | 0.05% | Reduce -7.2% | 26,734 | $503K |
| Rhumbline Advisers | 0.00% | Add +2.9% | 25,888 | $487K |
| AQR Capital Management | 0.00% | Reduce -12.8% | 25,560 | $481K |
| BNP Paribas Financial Markets | 0.00% | Add +31.4% | 24,797 | $467K |
| Cornercap Investment Counsel Inc. | 0.07% | No change | 24,275 | $457K |
| Gsa Capital Partners LLP | 0.03% | New | 23,005 | $433K |
| Campbell & CO Investment Adviser LLC | 0.03% | New | 21,064 | $396K |
| Bank of America Corp. | 0.00% | Reduce -58.5% | 18,353 | $345K |
| UBS Group AG | 0.00% | Reduce -5.7% | 16,228 | $305K |
| Franklin Resources Inc. | 0.00% | No change | 16,138 | $304K |
| Trexquant Investment LP | 0.01% | Reduce -41.9% | 15,766 | $297K |
| Alliancebernstein L.P. | 0.00% | No change | 13,390 | $252K |
| Cobblestone Capital Advisors LLC | 0.01% | No change | 12,000 | $226K |
| Creative Planning | 0.00% | Add +5.8% | 11,863 | $223K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.5% | 11,060 | $208K |
| Citadel Advisors | 0.00% | Reduce -56.5% | 9,617 | $181K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +9.2% | 8,811 | $166K |
| Royal Bank of Canada | 0.00% | Reduce -32.9% | 8,340 | $157K |
| Deutsche Bank AG | 0.00% | No change | 8,267 | $156K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -4.1% | 8,230 | $155K |
| MetLife Investment Management, LLC | 0.00% | No change | 7,636 | $144K |
| American International Group, Inc. | 0.00% | Reduce -0.8% | 7,484 | $141K |
| EMC Capital Management | 0.08% | Add +7.7% | 7,080 | $133K |
| Wells Fargo & Company | 0.00% | Add +12.6% | 6,171 | $116K |
| SG Americas Securities, LLC | 0.00% | Reduce -35.7% | 5,337 | $100K |
| Lazard Asset Management LLC | 0.00% | New | 5,258 | $98K |
| Citigroup Inc. | 0.00% | Add +33.7% | 3,256 | $61K |
| Osaic Holdings, Inc. | 0.00% | Reduce -67.8% | 2,840 | $54K |
| Cwm, LLC | 0.00% | Add +38.7% | 2,172 | $41K |
| Aquatic Capital Management LLC | 0.00% | Add +125.0% | 1,800 | $34K |
| California State Teachers Retirement System | 0.00% | Reduce -38.9% | 1,527 | $29K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,360 | $26K |
| nVerses Capital, LLC | 0.06% | New | 1,300 | $24K |
| Legal & General Group Plc | 0.00% | No change | 1,237 | $23K |
| US Bancorp \de | 0.00% | No change | 1,173 | $22K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 960 | $18K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -5.7% | 880 | $17K |
| Metropolitan Life Insurance Co | 0.00% | Reduce -28.3% | 769 | $14K |
| Amalgamated Bank | 0.00% | Reduce -60.1% | 539 | $10K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -68.7% | 480 | $9K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 505 | $9K |
| WealthCollab, LLC | 0.00% | No change | 263 | $5K |
| Community Bank, N.A. | 0.00% | New | 250 | $5K |
| Allworth Financial LP | 0.00% | No change | 210 | $4K |
| Optimum Investment Advisors | 0.00% | New | 200 | $4K |
| CIBC Private Wealth Group LLC | 0.00% | New | 136 | $2K |
| Comerica Bank | 0.00% | New | 111 | $2K |
| GAMMA Investing LLC | 0.00% | Reduce -13.8% | 75 | $1K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -93.8% | 60 | $1K |
| First Horizon Advisors, Inc. | 0.00% | No change | 56 | $1K |
| Covestor Ltd | 0.00% | Reduce -44.5% | 61 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 39 | $1K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -92.5% | 23 | $433 |
| Farther Finance Advisors, LLC | 0.00% | Add +20.0% | 18 | $329 |
| Avior Wealth Management, LLC | 0.00% | New | 4 | $75 |
| Simplex Trading, LLC | 0.00% | New | 50 | $0 |
"% of holder's portfolio" is FISI's weight in each manager's 13F, not the share of Financial Institutions Inc. the manager owns.