Financial InstitutionsFISI
13F holders, Q3 2024 (September 30)121holders +15
21new positions
7sold out
3famous investors
$24.13avg. 13F price*
At the end of Q3 2024, 121 institutions reported holding Financial Institutions Inc. (FISI) in their 13F filings, up 15 from Q2 2024. 21 opened new positions and 7 sold out. The largest holders were BlackRock, Inc. ($35.2M), PL Capital Advisors, LLC ($29.1M) and Dimensional Fund Advisors LP ($24.4M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $10.7M |
| Exits | 7 | $2.4M |
All 13F filers, Q2 2024 → Q3 2024: 2,129,741 shares bought and 360,073 shares sold, net +1,769,668 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 121 holders
| BlackRock, Inc. | 0.00% | — | 1,382,183 | $35.2M |
| PL Capital Advisors, LLC | 10.35% | Add +408.0% | 1,771,516 | $29.1M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -1.2% | 956,926 | $24.4M |
| Vanguard Group Inc. | 0.00% | Add +1.7% | 818,673 | $20.9M |
| Ategra Capital Management, LLC | 10.60% | No change | 572,075 | $14.6M |
| Commonwealth Equity Services, LLC | 0.02% | Add +0.0% | 453,352 | $11.5M |
| Geode Capital Management, LLC | 0.00% | Add +2.0% | 354,685 | $9.0M |
| Courier Capital LLC | 0.61% | Add +2.4% | 350,239 | $8.9M |
| LSV Asset Management | 0.02% | No change | 344,957 | $8.8M |
| Acadian Asset Management LLC | 0.03% | Add +5.1% | 340,707 | $8.7M |
| American Century Companies Inc. | 0.00% | Add +15.0% | 307,683 | $7.8M |
| Renaissance Technologies | 0.01% | Reduce -11.7% | 293,500 | $7.5M |
| Canandaigua National Bank & Trust Co. | 0.70% | Reduce -1.9% | 289,860 | $7.4M |
| State Street Corp. | 0.00% | Add +6.5% | 283,707 | $7.3M |
| Morgan Stanley | 0.00% | Add +4.2% | 252,853 | $6.4M |
| Northern Trust Corp. | 0.00% | Reduce -1.9% | 189,224 | $4.8M |
| Zacks Investment Management | 0.04% | New | 184,767 | $4.7M |
| Prudential Financial Inc. | 0.01% | Reduce -10.2% | 183,048 | $4.7M |
| Hotchkis & Wiley Capital Management LLC | 0.01% | Reduce -11.9% | 145,058 | $3.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -8.0% | 142,814 | $3.6M |
| Bridgeway Capital Management, LLC | 0.08% | Add +2.5% | 136,450 | $3.5M |
| Palisades Investment Partners, LLC | 1.41% | Add +6.2% | 126,775 | $3.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.3% | 124,428 | $3.2M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -3.3% | 123,825 | $3.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +11.2% | 114,904 | $2.9M |
| Ameriprise Financial Inc. | 0.00% | Add +44.7% | 111,940 | $2.9M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +32.4% | 97,559 | $2.5M |
| AQR Capital Management | 0.00% | Add +26.9% | 80,184 | $2.0M |
| Two Sigma Advisers, LP | 0.00% | Reduce -5.9% | 76,887 | $2.0M |
| Federated Hermes, Inc. | 0.00% | Add +0.2% | 69,277 | $1.8M |
| Empowered Funds, LLC | 0.03% | Add +5.3% | 66,450 | $1.7M |
| First Trust Advisors LP | 0.00% | New | 63,691 | $1.6M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Add +1.9% | 59,725 | $1.5M |
| New York State Common Retirement Fund | 0.00% | No change | 59,415 | $1.5M |
| Martingale Asset Management L P | 0.03% | Add +6.7% | 57,035 | $1.5M |
| Segall Bryant & Hamill, LLC | 0.02% | New | 53,556 | $1.4M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -21.7% | 50,288 | $1.3M |
| Two Sigma Investments, LP | 0.00% | Reduce -5.4% | 49,615 | $1.3M |
| Cutler Capital Management, LLC | 0.51% | No change | 45,725 | $1.2M |
| Barclays PLC | 0.00% | Add +48.4% | 44,798 | $1.1M |
| Nuveen Asset Management, LLC | 0.00% | No change | 42,865 | $1.1M |
| FMR LLC | 0.00% | Add +18.6% | 38,368 | $977K |
| Victory Capital Management Inc. | 0.00% | Reduce -2.7% | 36,500 | $930K |
| Invesco Ltd. | 0.00% | Reduce -44.0% | 36,233 | $923K |
| Citadel Advisors | 0.00% | Reduce -18.1% | 25,149 | $641K |
| Globeflex Capital L P | 0.06% | No change | 24,992 | $637K |
| Rhumbline Advisers | 0.00% | Reduce -3.7% | 23,192 | $591K |
| STRS Ohio | 0.00% | Reduce -21.6% | 22,200 | $565K |
| Lazard Asset Management LLC | 0.00% | Add +59.4% | 22,027 | $561K |
| Fourthstone LLC | 0.12% | New | 20,350 | $518K |
| Los Angeles Capital Management LLC | 0.00% | New | 20,160 | $513K |
| Bank of America Corp. | 0.00% | Reduce -2.1% | 19,817 | $505K |
| BNP Paribas Financial Markets | 0.00% | Add +421.4% | 19,793 | $504K |
| JPMorgan Chase & Co. | 0.00% | Add +32.7% | 18,108 | $461K |
| Franklin Resources Inc. | 0.00% | Add +1.2% | 17,938 | $458K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -13.1% | 17,928 | $457K |
| Alliancebernstein L.P. | 0.00% | No change | 15,300 | $390K |
| Jane Street Group, LLC | 0.00% | Reduce -3.0% | 15,089 | $384K |
| Summit Global Investments | 0.02% | New | 15,060 | $384K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +20.0% | 14,732 | $375K |
| Royal Bank of Canada | 0.00% | Reduce -0.7% | 14,329 | $365K |
| Campbell & CO Investment Adviser LLC | 0.02% | Reduce -35.9% | 12,652 | $322K |
| Cornercap Investment Counsel Inc. | 0.10% | Reduce -47.3% | 12,607 | $321K |
| UBS Group AG | 0.00% | Add +1.9% | 12,415 | $316K |
| Sei Investments Co. | 0.00% | New | 12,320 | $314K |
| Cobblestone Capital Advisors LLC | 0.02% | No change | 12,000 | $306K |
| Bayview Asset Management, LLC | 0.17% | Reduce -57.0% | 11,889 | $303K |
| Citigroup Inc. | 0.00% | Add +197.5% | 11,860 | $302K |
| Creative Planning | 0.00% | Add +0.5% | 11,222 | $286K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 11,178 | $285K |
| Sherbrooke Park Advisers LLC | 0.06% | New | 10,916 | $278K |
| Hillsdale Investment Management Inc. | 0.02% | New | 9,500 | $242K |
| XTX Topco Ltd | 0.02% | New | 8,792 | $224K |
| Stonebrook Private Inc. | 0.06% | New | 8,567 | $218K |
| MetLife Investment Management, LLC | 0.00% | No change | 8,405 | $214K |
| Deutsche Bank AG | 0.00% | Add +1.3% | 8,375 | $213K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +2.5% | 8,336 | $212K |
| Cwm, LLC | 0.00% | Add +50.3% | 8,172 | $208K |
| Corebridge Financial, Inc. | 0.00% | Reduce -0.6% | 8,116 | $207K |
| Wells Fargo & Company | 0.00% | Add +7.0% | 7,989 | $203K |
| Public Employees Retirement System of Ohio | 0.00% | No change | 7,760 | $198K |
| SG Americas Securities, LLC | 0.00% | New | 6,454 | $164K |
| EMC Capital Management | 0.08% | Add +23.0% | 8,709 | $127K |
| Osaic Holdings, Inc. | 0.00% | Add +26.8% | 3,555 | $91K |
| Tompkins Financial Corp. | 0.01% | No change | 3,020 | $77K |
| US Bancorp \de | 0.00% | Add +119.3% | 2,572 | $66K |
| Baldwin Wealth Partners LLC | 0.00% | New | 1,733 | $45K |
| Legal & General Group Plc | 0.00% | Add +16.2% | 1,437 | $37K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,360 | $35K |
| California State Teachers Retirement System | 0.00% | No change | 1,100 | $28K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -58.1% | 1,086 | $28K |
| Aquatic Capital Management LLC | 0.00% | Reduce -52.4% | 1,000 | $25K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +14.7% | 993 | $25K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 960 | $25K |
| Gladius Capital Management LP | 0.01% | New | 945 | $24K |
| Picton Mahoney Asset Management | 0.00% | Add +60.9% | 822 | $21K |
| Arax Advisory Partners | 0.00% | No change | 614 | $16K |
| Amalgamated Bank | 0.00% | No change | 539 | $14K |
| Comerica Bank | 0.00% | No change | 537 | $14K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 505 | $13K |
| NBT Bank, N.A. | 0.00% | New | 500 | $13K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 460 | $12K |
| Avior Wealth Management, LLC | 0.00% | New | 436 | $11K |
| Earned Wealth Advisors, LLC | 0.00% | New | 319 | $8K |
| Allworth Financial LP | 0.00% | Add +48.6% | 312 | $8K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -7.0% | 265 | $7K |
| Community Bank, N.A. | 0.00% | No change | 250 | $6K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -97.7% | 247 | $6K |
| GAMMA Investing LLC | 0.00% | Add +52.6% | 206 | $5K |
| Optimum Investment Advisors | 0.00% | No change | 200 | $5K |
| Continuum Advisory, LLC | 0.00% | New | 187 | $5K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -95.2% | 186 | $5K |
| Huntington National Bank | 0.00% | New | 165 | $4K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 136 | $3K |
| Farther Finance Advisors, LLC | 0.00% | Add +4.1% | 102 | $3K |
| Covestor Ltd | 0.00% | Reduce -10.2% | 79 | $2K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 60 | $2K |
| Sterling Capital Management LLC | 0.00% | — | 56 | $1K |
| First Horizon Advisors, Inc. | 0.00% | No change | 56 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 39 | $1K |
| True Wealth Design, LLC | 0.00% | New | 17 | $433 |
"% of holder's portfolio" is FISI's weight in each manager's 13F, not the share of Financial Institutions Inc. the manager owns.