Financial InstitutionsFISI
13F holders, Q2 2024 (June 30)106holders +6
12new positions
9sold out
5famous investors
$19.33avg. 13F price*
At the end of Q2 2024, 106 institutions reported holding Financial Institutions Inc. (FISI) in their 13F filings, up 6 from Q1 2024. 12 opened new positions and 9 sold out. The largest holders were BlackRock Inc. ($27.0M), Dimensional Fund Advisors LP ($18.7M) and Vanguard Group Inc. ($15.5M). 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 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $2.7M |
| Exits | 9 | $6.2M |
All 13F filers, Q1 2024 → Q2 2024: 688,360 shares bought and 552,024 shares sold, net +136,336 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 106 holders
| BlackRock Inc. | 0.00% | Add +6.5% | 1,397,240 | $27.0M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -5.4% | 968,175 | $18.7M |
| Vanguard Group Inc. | 0.00% | Add +2.5% | 804,754 | $15.5M |
| Ategra Capital Management, LLC | 9.47% | Add +2.6% | 572,075 | $11.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.1% | 453,201 | $8.8M |
| PL Capital Advisors, LLC | 2.80% | Add +15.8% | 348,751 | $6.7M |
| Geode Capital Management, LLC | 0.00% | Add +4.0% | 347,640 | $6.7M |
| LSV Asset Management | 0.01% | No change | 344,957 | $6.7M |
| Courier Capital LLC | 0.53% | Add +1.0% | 342,175 | $6.6M |
| Renaissance Technologies | 0.01% | Add +9.0% | 332,500 | $6.4M |
| Acadian Asset Management LLC | 0.02% | Add +8.7% | 324,263 | $6.3M |
| Canandaigua National Bank & Trust Co. | 0.62% | Reduce -1.7% | 295,452 | $5.7M |
| State Street Corp. | 0.00% | Reduce -1.1% | 266,312 | $5.2M |
| American Century Companies Inc. | 0.00% | Add +10.5% | 267,576 | $5.2M |
| Morgan Stanley | 0.00% | Add +12.1% | 242,585 | $4.7M |
| Prudential Financial Inc. | 0.01% | Reduce -0.5% | 203,848 | $3.9M |
| Northern Trust Corp. | 0.00% | Reduce -3.9% | 192,980 | $3.7M |
| Hotchkis & Wiley Capital Management LLC | 0.01% | Add +6.3% | 164,608 | $3.2M |
| Bank of New York Mellon Corp | 0.00% | Add +1.7% | 155,257 | $3.0M |
| Bridgeway Capital Management, LLC | 0.06% | Add +22.6% | 133,100 | $2.6M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -5.2% | 128,055 | $2.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +1.7% | 124,011 | $2.4M |
| Palisades Investment Partners, LLC | 1.14% | — | 119,387 | $2.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +1.0% | 103,362 | $2.0M |
| Two Sigma Advisers, LP | 0.00% | Add +83.2% | 81,687 | $1.6M |
| Ameriprise Financial Inc. | 0.00% | Add +86.8% | 77,337 | $1.5M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +11.3% | 73,674 | $1.4M |
| Federated Hermes, Inc. | 0.00% | No change | 69,125 | $1.3M |
| Invesco Ltd. | 0.00% | Reduce -20.0% | 64,754 | $1.3M |
| Thrivent Financial for Lutherans | 0.00% | Add +6.0% | 64,257 | $1.2M |
| AQR Capital Management | 0.00% | Add +147.3% | 63,213 | $1.2M |
| Empowered Funds, LLC | 0.02% | Add +7.7% | 63,100 | $1.2M |
| New York State Common Retirement Fund | 0.00% | Reduce -0.0% | 59,415 | $1.1M |
| Jacobs Levy Equity Management, Inc. | 0.00% | Add +9.4% | 58,588 | $1.1M |
| Martingale Asset Management L P | 0.02% | Add +12.7% | 53,432 | $1.0M |
| Two Sigma Investments, LP | 0.00% | Add +16.7% | 52,432 | $1.0M |
| Cutler Capital Management, LLC | 0.43% | Add +0.1% | 45,725 | $883K |
| Nuveen Asset Management, LLC | 0.00% | Reduce -14.7% | 42,865 | $829K |
| Man Group plc | 0.00% | Reduce -6.0% | 42,123 | $814K |
| Victory Capital Management Inc. | 0.00% | Add +25.0% | 37,500 | $725K |
| FMR LLC | 0.00% | Add +8.8% | 32,343 | $625K |
| Citadel Advisors | 0.00% | Add +219.2% | 30,699 | $593K |
| Barclays PLC | 0.00% | Reduce -15.1% | 30,192 | $583K |
| STRS Ohio | 0.00% | Add +2.2% | 28,300 | $547K |
| Bayview Asset Management, LLC | 0.31% | New | 27,622 | $534K |
| Globeflex Capital L P | 0.05% | Reduce -6.5% | 24,992 | $483K |
| Trexquant Investment LP | 0.01% | Add +55.0% | 24,429 | $472K |
| Bank of Montreal | 0.00% | New | 23,951 | $466K |
| Rhumbline Advisers | 0.00% | Reduce -6.9% | 24,092 | $465K |
| Cornercap Investment Counsel Inc. | 0.08% | Reduce -1.5% | 23,921 | $462K |
| Millennium Management | 0.00% | New | 21,193 | $409K |
| Great Lakes Advisors, LLC | 0.00% | New | 20,627 | $399K |
| Bank of America Corp. | 0.00% | Add +10.3% | 20,251 | $391K |
| Campbell & CO Investment Adviser LLC | 0.03% | Reduce -6.4% | 19,725 | $381K |
| Franklin Resources Inc. | 0.00% | Add +9.8% | 17,720 | $342K |
| Jane Street Group, LLC | 0.00% | New | 15,550 | $300K |
| Alliancebernstein L.P. | 0.00% | Add +14.3% | 15,300 | $296K |
| Royal Bank of Canada | 0.00% | Add +73.0% | 14,427 | $280K |
| Lazard Asset Management LLC | 0.00% | Add +162.9% | 13,821 | $267K |
| JPMorgan Chase & Co. | 0.00% | Reduce -85.2% | 13,647 | $264K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +11.0% | 12,276 | $237K |
| UBS Group AG | 0.00% | Reduce -24.9% | 12,182 | $235K |
| Cobblestone Capital Advisors LLC | 0.01% | No change | 12,000 | $232K |
| D. E. Shaw & Co. | 0.00% | New | 11,621 | $225K |
| State of Tennessee, Department of Treasury | 0.00% | New | 11,178 | $216K |
| Creative Planning | 0.00% | Reduce -5.9% | 11,166 | $216K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +23.0% | 10,837 | $209K |
| MetLife Investment Management, LLC | 0.00% | Add +10.1% | 8,405 | $162K |
| Deutsche Bank AG | 0.00% | No change | 8,267 | $160K |
| Corebridge Financial, Inc. | 0.00% | — | 8,166 | $158K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 8,135 | $157K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -5.7% | 7,760 | $150K |
| Wells Fargo & Company | 0.00% | Add +21.0% | 7,469 | $144K |
| EMC Capital Management | 0.08% | No change | 7,080 | $137K |
| Cwm, LLC | 0.00% | Add +150.4% | 5,438 | $105K |
| Citigroup Inc. | 0.00% | Add +22.4% | 3,986 | $77K |
| Russell Investments Group, Ltd. | 0.00% | Add +6340.0% | 3,864 | $75K |
| BNP Paribas Financial Markets | 0.00% | Reduce -84.7% | 3,796 | $73K |
| Tompkins Financial Corp. | 0.01% | New | 3,020 | $58K |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.3% | 2,803 | $54K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +440.4% | 2,594 | $50K |
| Aquatic Capital Management LLC | 0.00% | Add +16.7% | 2,100 | $41K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,360 | $26K |
| Innealta Capital, LLC | 0.01% | New | 1,312 | $25K |
| Legal & General Group Plc | 0.00% | No change | 1,237 | $24K |
| US Bancorp \de | 0.00% | No change | 1,173 | $23K |
| California State Teachers Retirement System | 0.00% | Reduce -28.0% | 1,100 | $21K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 960 | $19K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -1.6% | 866 | $16K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 505 | $13K |
| Arax Advisory Partners | 0.00% | New | 614 | $12K |
| Comerica Bank | 0.00% | Add +383.8% | 537 | $10K |
| Picton Mahoney Asset Management | 0.00% | New | 511 | $10K |
| Amalgamated Bank | 0.00% | No change | 539 | $10K |
| nVerses Capital, LLC | 0.00% | Reduce -69.2% | 400 | $8K |
| Smartleaf Asset Management LLC | 0.00% | New | 285 | $5K |
| Community Bank, N.A. | 0.00% | No change | 250 | $5K |
| Allworth Financial LP | 0.00% | No change | 210 | $5K |
| Optimum Investment Advisors | 0.00% | No change | 200 | $4K |
| GAMMA Investing LLC | 0.00% | Add +80.0% | 135 | $3K |
"% of holder's portfolio" is FISI's weight in each manager's 13F, not the share of Financial Institutions Inc. the manager owns.