Financial InstitutionsFISI
13F holders, Q4 2024 (December 31)142holders +21
30new positions
14sold out
4famous investors
$27.29avg. 13F price*
At the end of Q4 2024, 142 institutions reported holding Financial Institutions Inc. (FISI) in their 13F filings, up 21 from Q3 2024. 30 opened new positions and 14 sold out. The largest holders were BlackRock, Inc. ($36.8M), Dimensional Fund Advisors LP ($26.5M) and Vanguard Group Inc. ($25.3M). 4 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 Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Financial Institutions Inc.
- CUSIP
- 317585404
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $101.9M |
| Exits | 14 | $6.3M |
All 13F filers, Q3 2024 → Q4 2024: 4,977,902 shares bought and 1,683,833 shares sold, net +3,294,069 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 142 holders
| BlackRock, Inc. | 0.00% | Reduce -2.4% | 1,348,563 | $36.8M |
| Dimensional Fund Advisors LP | 0.01% | Add +1.5% | 971,659 | $26.5M |
| Vanguard Group Inc. | 0.00% | Add +13.0% | 925,285 | $25.3M |
| Wellington Management Group LLP | 0.00% | New | 670,355 | $18.3M |
| Ategra Capital Management, LLC | 10.53% | No change | 572,075 | $15.6M |
| PL Capital Advisors, LLC | 4.64% | Reduce -71.9% | 497,751 | $13.6M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -0.1% | 452,869 | $12.4M |
| American Century Companies Inc. | 0.01% | Add +38.1% | 424,825 | $11.6M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | New | 409,247 | $11.2M |
| Verition Fund Management LLC | 0.05% | New | 367,853 | $10.0M |
| Courier Capital LLC | 0.66% | Add +0.5% | 352,126 | $9.6M |
| Geode Capital Management, LLC | 0.00% | Reduce -1.0% | 351,280 | $9.6M |
| Acadian Asset Management LLC | 0.03% | Add +2.8% | 350,131 | $9.6M |
| LSV Asset Management | 0.02% | Reduce -1.7% | 339,057 | $9.3M |
| Fourthstone LLC | 1.70% | Add +1463.9% | 318,254 | $8.7M |
| Renaissance Technologies | 0.01% | Add +4.6% | 306,900 | $8.4M |
| Basswood Capital Management, L.L.C. | 0.49% | New | 304,891 | $8.3M |
| State Street Corp. | 0.00% | Add +3.4% | 293,379 | $8.1M |
| Canandaigua National Bank & Trust Co. | 0.77% | Reduce -2.1% | 283,695 | $7.7M |
| Rhino Investment Partners, Inc | 1.58% | New | 261,051 | $7.1M |
| Morgan Stanley | 0.00% | Reduce -6.1% | 237,489 | $6.5M |
| Alliancebernstein L.P. | 0.00% | Add +1409.9% | 231,010 | $6.3M |
| Azora Capital LP | 0.28% | New | 227,658 | $6.2M |
| Maltese Capital Management LLC | 0.95% | New | 226,100 | $6.2M |
| Stieven Capital Advisors, L.P. | 1.09% | New | 225,000 | $6.1M |
| Northern Trust Corp. | 0.00% | Add +3.5% | 195,861 | $5.3M |
| Prudential Financial Inc. | 0.01% | Add +2.4% | 187,448 | $5.1M |
| Bayview Asset Management, LLC | 6.12% | Add +1345.8% | 171,889 | $4.7M |
| Jacobs Asset Management, LLC | 2.64% | New | 151,456 | $4.1M |
| Hotchkis & Wiley Capital Management LLC | 0.01% | Add +3.2% | 149,658 | $4.1M |
| Bridgeway Capital Management, LLC | 0.09% | Add +2.5% | 139,862 | $3.8M |
| Palisades Investment Partners, LLC | 1.60% | Add +9.3% | 138,527 | $3.8M |
| Ameriprise Financial Inc. | 0.00% | Add +20.8% | 135,218 | $3.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -11.3% | 126,651 | $3.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.7% | 125,323 | $3.4M |
| EJF Capital LP | 2.32% | New | 123,691 | $3.4M |
| Endeavour Capital Advisors Inc. | 1.00% | New | 115,494 | $3.2M |
| PMC FIG Opportunities LLC | 7.84% | New | 113,497 | $3.1M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +14.9% | 112,129 | $3.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -6.8% | 107,133 | $2.9M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -13.8% | 106,779 | $2.9M |
| Banc Funds Co. LLC | 0.31% | New | 104,000 | $2.8M |
| Mendon Capital Advisors Corp. | 1.54% | New | 100,000 | $2.7M |
| Boothbay Fund Management, LLC | 0.08% | New | 90,000 | $2.5M |
| Curi Capital, LLC | 0.06% | New | 89,021 | $2.4M |
| Two Sigma Investments, LP | 0.01% | Add +78.6% | 88,622 | $2.4M |
| AQR Capital Management | 0.00% | Add +8.0% | 86,616 | $2.4M |
| Segall Bryant & Hamill, LLC | 0.03% | Add +56.3% | 83,686 | $2.3M |
| Two Sigma Advisers, LP | 0.01% | Add +2.5% | 78,787 | $2.2M |
| Franklin Resources Inc. | 0.00% | Add +334.6% | 77,956 | $2.1M |
| Empowered Funds, LLC | 0.03% | Add +5.1% | 69,862 | $1.9M |
| Federated Hermes, Inc. | 0.00% | No change | 69,277 | $1.9M |
| JPMorgan Chase & Co. | 0.00% | Add +239.5% | 61,484 | $1.7M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Add +1.0% | 60,320 | $1.6M |
| New York State Common Retirement Fund | 0.00% | No change | 59,415 | $1.6M |
| First Trust Advisors LP | 0.00% | Reduce -8.5% | 58,284 | $1.6M |
| Martingale Asset Management L P | 0.04% | No change | 57,035 | $1.6M |
| Persistent Asset Partners Ltd | 1.28% | — | 56,715 | $1.5M |
| Barclays PLC | 0.00% | Add +6.9% | 47,877 | $1.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | — | 46,100 | $1.3M |
| Cutler Capital Management, LLC | 0.56% | No change | 45,725 | $1.2M |
| Nuveen Asset Management, LLC | 0.00% | No change | 42,865 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -17.8% | 41,363 | $1.1M |
| Invesco Ltd. | 0.00% | Add +7.2% | 38,839 | $1.1M |
| FMR LLC | 0.00% | Reduce -2.0% | 37,581 | $1.0M |
| Kennedy Capital Management LLC | 0.02% | New | 35,000 | $955K |
| Victory Capital Management Inc. | 0.00% | Reduce -7.8% | 33,645 | $918K |
| Lazard Asset Management LLC | 0.00% | Add +31.6% | 28,986 | $791K |
| Bank of America Corp. | 0.00% | Add +36.9% | 27,123 | $740K |
| Millennium Management | 0.00% | New | 26,378 | $720K |
| Globeflex Capital L P | 0.06% | No change | 24,992 | $682K |
| Rhumbline Advisers | 0.00% | Add +0.6% | 23,332 | $637K |
| Bailard, Inc. | 0.02% | New | 22,530 | $615K |
| Citadel Advisors | 0.00% | Reduce -12.1% | 22,105 | $603K |
| UBS Group AG | 0.00% | Add +71.9% | 21,340 | $582K |
| STRS Ohio | 0.00% | Reduce -5.0% | 21,100 | $576K |
| Great Lakes Advisors, LLC | 0.00% | Add +0.1% | 17,939 | $490K |
| Deutsche Bank AG | 0.00% | Add +105.7% | 17,229 | $470K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -17.9% | 16,560 | $452K |
| Quadrature Capital Ltd | 0.01% | New | 16,376 | $447K |
| Mackenzie Financial Corp. | 0.00% | New | 16,114 | $440K |
| Summit Global Investments | 0.03% | Add +1.7% | 15,314 | $418K |
| Royal Bank of Canada | 0.00% | Add +4.1% | 14,913 | $406K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.5% | 14,659 | $400K |
| Squarepoint Ops LLC | 0.00% | New | 14,218 | $388K |
| Citigroup Inc. | 0.00% | Add +8.7% | 12,895 | $352K |
| Cornercap Investment Counsel Inc. | 0.11% | No change | 12,607 | $344K |
| Creative Planning | 0.00% | Reduce -8.8% | 10,234 | $279K |
| Gator Capital Management, LLC | 0.10% | New | 10,000 | $273K |
| Sei Investments Co. | 0.00% | Reduce -19.3% | 9,947 | $271K |
| Susquehanna International Group, LLP | 0.00% | New | 9,709 | $265K |
| Wells Fargo & Company | 0.00% | Add +14.3% | 9,130 | $249K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.6% | 8,716 | $238K |
| Stonebrook Private Inc. | 0.06% | Add +1.2% | 8,669 | $237K |
| Cwm, LLC | 0.00% | Add +4.4% | 8,534 | $233K |
| MetLife Investment Management, LLC | 0.00% | No change | 8,405 | $229K |
| Public Employees Retirement System of Ohio | 0.00% | No change | 7,760 | $212K |
| Corebridge Financial, Inc. | 0.00% | Reduce -7.0% | 7,547 | $206K |
| SG Americas Securities, LLC | 0.00% | Add +14.9% | 7,418 | $202K |
| BNP Paribas Financial Markets | 0.00% | Reduce -62.6% | 7,394 | $202K |
| EMC Capital Management | 0.11% | Reduce -18.7% | 7,080 | $193K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -44.9% | 6,157 | $168K |
| Hillsdale Investment Management Inc. | 0.01% | Reduce -47.4% | 5,000 | $136K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | — | 3,702 | $101K |
| Aster Capital Management (DIFC) Ltd | 0.03% | New | 3,171 | $87K |
| Tompkins Financial Corp. | 0.01% | No change | 3,020 | $82K |
| Osaic Holdings, Inc. | 0.00% | Reduce -15.2% | 3,014 | $82K |
| US Bancorp \de | 0.00% | No change | 2,572 | $70K |
| Legal & General Group Plc | 0.00% | No change | 1,437 | $39K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,360 | $37K |
| Picton Mahoney Asset Management | 0.00% | Add +45.5% | 1,196 | $32K |
| R Squared Ltd | 0.03% | — | 1,100 | $30K |
| California State Teachers Retirement System | 0.00% | No change | 1,100 | $30K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 960 | $26K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -15.6% | 917 | $25K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -17.3% | 821 | $22K |
| Arax Advisory Partners | 0.00% | No change | 614 | $17K |
| Amalgamated Bank | 0.00% | No change | 539 | $15K |
| Comerica Bank | 0.00% | No change | 537 | $15K |
| NBT Bank, N.A. | 0.00% | No change | 500 | $14K |
| Sterling Capital Management LLC | 0.00% | Add +769.6% | 487 | $13K |
| Smartleaf Asset Management LLC | 0.00% | Add +7.5% | 285 | $8K |
| Versant Capital Management, Inc | 0.00% | New | 274 | $7K |
| Community Bank, N.A. | 0.00% | No change | 250 | $7K |
| GAMMA Investing LLC | 0.00% | Add +18.4% | 244 | $7K |
| Larson Financial Group LLC | 0.00% | New | 241 | $7K |
| Allworth Financial LP | 0.00% | Reduce -32.7% | 210 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -60.2% | 201 | $5K |
| Optimum Investment Advisors | 0.00% | No change | 200 | $5K |
| Aquatic Capital Management LLC | 0.00% | Reduce -81.7% | 183 | $5K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -19.9% | 149 | $4K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 136 | $4K |
| Farther Finance Advisors, LLC | 0.00% | No change | 102 | $3K |
| SBI Securities Co., Ltd. | 0.00% | — | 101 | $3K |
| Covestor Ltd | 0.00% | Reduce -19.0% | 64 | $2K |
| FNY Investment Advisers, LLC | 0.00% | New | 100 | $2K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 60 | $2K |
| First Horizon Advisors, Inc. | 0.00% | No change | 56 | $2K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 39 | $1K |
| Rothschild Investment LLC | 0.00% | New | 10 | $273 |
| IFP Advisors, Inc | 0.00% | New | 4 | $109 |
| Huntington National Bank | 0.00% | Reduce -99.4% | 1 | $27 |
"% of holder's portfolio" is FISI's weight in each manager's 13F, not the share of Financial Institutions Inc. the manager owns.