Financial InstitutionsFISI
13F holders, Q1 2025 (March 31)134holders −8
17new positions
25sold out
4famous investors
$24.97avg. 13F price*
At the end of Q1 2025, 134 institutions reported holding Financial Institutions Inc. (FISI) in their 13F filings, down 8 from Q4 2024. 17 opened new positions and 25 sold out. The largest holders were BlackRock, Inc. ($38.4M), PL Capital Advisors, LLC ($31.5M) and Dimensional Fund Advisors LP ($26.5M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Financial Institutions Inc.
- CUSIP
- 317585404
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $3.5M |
| Exits | 25 | $25.3M |
All 13F filers, Q4 2024 → Q1 2025: 2,946,148 shares bought and 1,750,477 shares sold, net +1,195,671 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 134 holders
| BlackRock, Inc. | 0.00% | Add +14.1% | 1,538,154 | $38.4M |
| PL Capital Advisors, LLC | 10.57% | Add +153.3% | 1,261,010 | $31.5M |
| Dimensional Fund Advisors LP | 0.01% | Add +9.2% | 1,060,813 | $26.5M |
| Vanguard Group Inc. | 0.00% | Add +11.5% | 1,031,395 | $25.7M |
| Adage Capital Partners Gp, L.L.C. | 0.04% | Add +89.4% | 775,171 | $19.3M |
| Wellington Management Group LLP | 0.00% | Reduce -8.7% | 612,133 | $15.3M |
| Ategra Capital Management, LLC | 11.54% | No change | 572,075 | $14.3M |
| Fourthstone LLC | 3.39% | Add +71.9% | 547,087 | $13.7M |
| Verition Fund Management LLC | 0.07% | Add +22.5% | 450,491 | $11.2M |
| Geode Capital Management, LLC | 0.00% | Add +28.1% | 450,095 | $11.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -8.7% | 413,304 | $10.3M |
| American Century Companies Inc. | 0.01% | Reduce -10.7% | 379,204 | $9.5M |
| Courier Capital LLC | 0.58% | Add +0.1% | 352,584 | $8.8M |
| Hotchkis & Wiley Capital Management LLC | 0.03% | Add +132.8% | 348,478 | $8.7M |
| JPMorgan Chase & Co. | 0.00% | Add +437.8% | 330,653 | $8.3M |
| LSV Asset Management | 0.02% | Reduce -3.9% | 325,757 | $8.1M |
| State Street Corp. | 0.00% | Add +6.1% | 311,181 | $7.9M |
| Rhino Investment Partners, Inc | 1.93% | Add +19.9% | 313,082 | $7.8M |
| Acadian Asset Management LLC | 0.02% | Reduce -12.0% | 308,188 | $7.7M |
| Renaissance Technologies | 0.01% | Reduce -1.3% | 302,900 | $7.6M |
| Canandaigua National Bank & Trust Co. | 0.70% | Reduce -1.3% | 280,045 | $7.0M |
| Maltese Capital Management LLC | 0.93% | No change | 226,100 | $5.6M |
| Stieven Capital Advisors, L.P. | 1.09% | Add +0.2% | 225,500 | $5.6M |
| Morgan Stanley | 0.00% | Reduce -5.7% | 223,857 | $5.6M |
| Northern Trust Corp. | 0.00% | Add +11.9% | 219,090 | $5.5M |
| Azora Capital LP | 0.35% | Reduce -8.3% | 208,819 | $5.2M |
| Alliancebernstein L.P. | 0.00% | Reduce -14.6% | 197,326 | $4.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +27.9% | 160,338 | $4.0M |
| Millennium Management | 0.00% | Add +458.5% | 147,332 | $3.7M |
| Bridgeway Capital Management, LLC | 0.09% | Add +3.6% | 144,841 | $3.6M |
| Palisades Investment Partners, LLC | 1.73% | Reduce -0.3% | 138,147 | $3.4M |
| Bank of New York Mellon Corp | 0.00% | Add +9.0% | 138,103 | $3.4M |
| Jacobs Asset Management, LLC | 1.97% | Reduce -17.7% | 124,696 | $3.1M |
| Endeavour Capital Advisors Inc. | 1.07% | Add +0.2% | 115,694 | $2.9M |
| Mendon Capital Advisors Corp. | 1.29% | Add +11.7% | 111,720 | $2.8M |
| Two Sigma Investments, LP | 0.01% | Add +19.6% | 105,954 | $2.6M |
| Banc Funds Co. LLC | 0.34% | No change | 104,000 | $2.6M |
| Curi Capital, LLC | 0.06% | Add +12.3% | 100,000 | $2.5M |
| AQR Capital Management | 0.00% | Add +12.2% | 97,206 | $2.4M |
| Two Sigma Advisers, LP | 0.01% | Add +12.9% | 88,987 | $2.2M |
| Franklin Resources Inc. | 0.00% | Add +13.1% | 88,138 | $2.2M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -19.1% | 86,418 | $2.2M |
| Segall Bryant & Hamill, LLC | 0.03% | Reduce -2.9% | 81,241 | $2.0M |
| Bayview Asset Management, LLC | 2.25% | Reduce -53.4% | 80,085 | $2.0M |
| Empowered Funds, LLC | 0.03% | Add +7.1% | 74,841 | $1.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -44.8% | 74,645 | $1.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -30.9% | 73,997 | $1.8M |
| First Trust Advisors LP | 0.00% | Add +23.9% | 72,195 | $1.8M |
| Federated Hermes, Inc. | 0.00% | Reduce 0.0% | 69,274 | $1.7M |
| Prudential Financial Inc. | 0.00% | Reduce -67.0% | 61,776 | $1.5M |
| New York State Common Retirement Fund | 0.00% | No change | 59,415 | $1.5M |
| Nuveen, LLC | 0.00% | — | 47,237 | $1.2M |
| Cutler Capital Management, LLC | 0.52% | Add +2.8% | 47,025 | $1.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | No change | 46,100 | $1.2M |
| Barclays PLC | 0.00% | Reduce -13.0% | 41,672 | $1.0M |
| FMR LLC | 0.00% | Add +3.8% | 39,016 | $974K |
| Invesco Ltd. | 0.00% | Reduce -4.3% | 37,189 | $928K |
| Victory Capital Management Inc. | 0.00% | Add +10.0% | 37,000 | $924K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -67.6% | 36,316 | $906K |
| Lazard Asset Management LLC | 0.00% | Add +22.5% | 35,513 | $886K |
| Susquehanna International Group, LLP | 0.00% | Add +168.8% | 26,095 | $651K |
| Citadel Advisors | 0.00% | Add +12.5% | 24,866 | $621K |
| Rhumbline Advisers | 0.00% | Add +5.0% | 24,489 | $611K |
| Kennedy Capital Management LLC | 0.01% | Reduce -31.3% | 24,052 | $600K |
| UBS Group AG | 0.00% | Add +5.9% | 22,594 | $564K |
| Martingale Asset Management L P | 0.01% | Reduce -62.1% | 21,620 | $540K |
| Bank of America Corp. | 0.00% | Reduce -21.4% | 21,328 | $532K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -2.5% | 17,486 | $436K |
| Squarepoint Ops LLC | 0.00% | Add +17.6% | 16,715 | $417K |
| Quantbot Technologies LP | 0.01% | New | 16,532 | $413K |
| Dynamic Technology Lab Private Ltd | 0.06% | New | 16,043 | $400K |
| Jane Street Group, LLC | 0.00% | New | 15,026 | $375K |
| Deutsche Bank AG | 0.00% | Reduce -13.8% | 14,855 | $371K |
| Sei Investments Co. | 0.00% | Add +48.3% | 14,747 | $368K |
| Citigroup Inc. | 0.00% | Add +14.0% | 14,705 | $367K |
| Trexquant Investment LP | 0.00% | New | 13,869 | $346K |
| Creative Planning | 0.00% | Add +29.6% | 13,263 | $331K |
| Susquehanna Fundamental Investments, LLC | 0.01% | New | 12,437 | $310K |
| Royal Bank of Canada | 0.00% | Reduce -19.3% | 12,042 | $301K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -18.7% | 11,920 | $298K |
| Engineers Gate Manager LP | 0.00% | New | 11,694 | $292K |
| Wells Fargo & Company | 0.00% | Add +25.8% | 11,487 | $287K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +30.0% | 11,333 | $283K |
| MetLife Investment Management, LLC | 0.00% | Add +31.9% | 11,085 | $277K |
| Advisory Services Network, LLC | 0.00% | New | 9,937 | $248K |
| Corebridge Financial, Inc. | 0.00% | Add +24.2% | 9,375 | $234K |
| Intech Investment Management LLC | 0.00% | New | 9,230 | $230K |
| Cwm, LLC | 0.00% | Add +8.1% | 9,222 | $230K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -77.8% | 9,191 | $229K |
| Stonebrook Private Inc. | 0.06% | Add +0.2% | 8,684 | $217K |
| Centiva Capital, LP | 0.01% | New | 8,586 | $214K |
| T. Rowe Price Associates Inc. | 0.00% | New | 8,259 | $207K |
| State of Wisconsin Investment Board | 0.00% | New | 8,223 | $205K |
| Jump Financial, LLC | 0.00% | New | 8,196 | $205K |
| EMC Capital Management | 0.11% | No change | 7,080 | $177K |
| SG Americas Securities, LLC | 0.00% | Reduce -16.4% | 6,199 | $155K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 3,702 | $92K |
| Tompkins Financial Corp. | 0.01% | No change | 3,020 | $75K |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.8% | 2,870 | $72K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +42.4% | 1,936 | $48K |
| Legal & General Group Plc | 0.00% | Add +10.8% | 1,592 | $40K |
| US Bancorp \de | 0.00% | Reduce -54.4% | 1,173 | $29K |
| California State Teachers Retirement System | 0.00% | No change | 1,100 | $27K |
| BNP Paribas Financial Markets | 0.00% | Reduce -85.5% | 1,076 | $27K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +14.3% | 938 | $23K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -24.5% | 692 | $17K |
| Amalgamated Bank | 0.00% | Add +22.4% | 660 | $16K |
| Coldstream Capital Management Inc. | 0.00% | New | 630 | $16K |
| Summit Securities Group LLC | 0.01% | New | 604 | $15K |
| GAMMA Investing LLC | 0.00% | Add +147.1% | 603 | $15K |
| Comerica Bank | 0.00% | No change | 537 | $13K |
| NBT Bank, N.A. | 0.00% | No change | 500 | $12K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -64.1% | 345 | $9K |
| Sterling Capital Management LLC | 0.00% | Reduce -32.2% | 330 | $8K |
| Smartleaf Asset Management LLC | 0.00% | Add +7.0% | 305 | $8K |
| Versant Capital Management, Inc | 0.00% | No change | 274 | $7K |
| Allworth Financial LP | 0.00% | Add +32.4% | 278 | $7K |
| Community Bank, N.A. | 0.00% | No change | 250 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +10.9% | 223 | $6K |
| Optimum Investment Advisors | 0.00% | No change | 200 | $5K |
| Russell Investments Group, Ltd. | 0.00% | Add +6.0% | 158 | $4K |
| SBI Securities Co., Ltd. | 0.00% | No change | 101 | $3K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -18.6% | 83 | $2K |
| First Horizon Advisors, Inc. | 0.00% | Add +42.9% | 80 | $2K |
| PNC Financial Services Group, Inc. | 0.00% | Add +28.3% | 77 | $2K |
| Covestor Ltd | 0.00% | Reduce -39.1% | 39 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 39 | $1K |
| Arax Advisory Partners | 0.00% | Reduce -94.5% | 34 | $849 |
| CoreCap Advisors, LLC | 0.00% | New | 34 | $849 |
| Rothschild Investment LLC | 0.00% | Add +100.0% | 20 | $499 |
| Stephens Consulting, LLC | 0.00% | New | 15 | $375 |
| IFP Advisors, Inc | 0.00% | No change | 4 | $100 |
| Huntington National Bank | 0.00% | No change | 1 | $25 |
| Bessemer Group Inc. | 0.00% | New | 13 | $0 |
"% of holder's portfolio" is FISI's weight in each manager's 13F, not the share of Financial Institutions Inc. the manager owns.