Financial InstitutionsFISI

13F holders, Q2 2025 (June 30)
128holders −6
9new positions
15sold out
4famous investors
$25.69avg. 13F price*

At the end of Q2 2025, 128 institutions reported holding Financial Institutions Inc. (FISI) in their 13F filings, down 6 from Q1 2025. 9 opened new positions and 15 sold out. The largest holders were BlackRock, Inc. ($38.3M), PL Capital Advisors, LLC ($35.0M) and Vanguard Group Inc. ($27.1M). 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

050100150200 Q1 2024: 100Q1 2024Q2 2024: 106Q2 2024Q3 2024: 121Q3 2024Q4 2024: 142Q4 2024Q1 2025: 134Q1 2025Q2 2025: 128Q2 2025Q3 2025: 142Q3 2025Q4 2025: 150Q4 2025Q1 2026: 151Q1 2026Q2 2026: 159Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions9$9.2M
Exits15$11.8M

All 13F filers, Q1 2025 → Q2 2025: 1,443,624 shares bought and 1,737,540 shares sold, net −293,916 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 128 holders

BlackRock, Inc. 0.00% Reduce -3.1% 1,490,512 $38.3M
PL Capital Advisors, LLC 11.67% Add +8.0% 1,361,510 $35.0M
Vanguard Group Inc. 0.00% Add +2.3% 1,055,188 $27.1M
Dimensional Fund Advisors LP 0.01% Reduce -5.3% 1,005,153 $25.8M
Fourthstone LLC 4.27% Add +54.8% 846,661 $21.7M
Adage Capital Partners Gp, L.L.C. 0.03% Add +0.5% 778,821 $20.0M
Ategra Capital Management, LLC 11.68% No change 572,075 $14.7M
Wellington Management Group LLP 0.00% Reduce -10.2% 549,527 $14.1M
State Street Corp. 0.00% Add +68.3% 523,730 $13.6M
Geode Capital Management, LLC 0.00% Add +6.2% 477,865 $12.3M
Commonwealth Equity Services, LLC 0.01% Add +1.1% 418,022 $10.7M
Verition Fund Management LLC 0.06% Reduce -10.0% 405,319 $10.4M
Hotchkis & Wiley Capital Management LLC 0.03% Add +10.3% 384,248 $9.9M
JPMorgan Chase & Co. 0.00% Add +3.7% 342,834 $8.8M
Renaissance Technologies 0.01% Reduce -0.6% 301,000 $7.7M
Canandaigua National Bank & Trust Co. 0.67% Reduce -0.1% 279,830 $7.2M
Acadian Asset Management LLC 0.01% Reduce -13.5% 266,544 $6.8M
Courier Capital LLC 0.39% Reduce -28.4% 252,523 $6.5M
Morgan Stanley 0.00% Add +12.4% 251,521 $6.5M
American Century Companies Inc. 0.00% Reduce -33.7% 251,336 $6.5M
ProShare Advisors LLC 0.01% New 236,320 $6.1M
LSV Asset Management 0.01% Reduce -27.5% 236,037 $6.1M
Rhino Investment Partners, Inc 1.55% Reduce -29.6% 220,245 $5.7M
Maltese Capital Management LLC 0.80% Reduce -2.7% 220,000 $5.6M
Alliancebernstein L.P. 0.00% Add +4.9% 207,016 $5.3M
Northern Trust Corp. 0.00% Reduce -20.9% 173,266 $4.4M
Goldman Sachs Group Inc. 0.00% Add +121.8% 164,085 $4.2M
Charles Schwab Investment Management Inc. 0.00% Add +0.7% 161,438 $4.1M
Bridgeway Capital Management, LLC 0.09% Add +0.0% 144,892 $3.7M
Bank of New York Mellon Corp 0.00% Add +0.6% 138,964 $3.6M
Palisades Investment Partners, LLC 1.54% Reduce -0.9% 136,916 $3.5M
Mendon Capital Advisors Corp. 1.39% Add +0.3% 112,044 $2.9M
Banc Funds Co. LLC 0.40% No change 104,000 $2.7M
Curi Capital, LLC 0.05% No change 100,000 $2.6M
Arrowstreet Capital, Limited Partnership 0.00% Add +14.5% 98,921 $2.5M
Millennium Management 0.00% Reduce -38.2% 90,992 $2.3M
Two Sigma Investments, LP 0.00% Reduce -17.2% 87,774 $2.3M
Bayview Asset Management, LLC 2.26% Add +9.4% 87,584 $2.2M
AQR Capital Management 0.00% Reduce -10.2% 87,272 $2.2M
Two Sigma Advisers, LP 0.00% Reduce -9.7% 80,387 $2.1M
First Trust Advisors LP 0.00% Add +7.8% 77,847 $2.0M
Empowered Funds, LLC 0.02% Add +0.1% 74,892 $1.9M
Segall Bryant & Hamill, LLC 0.03% Reduce -10.8% 72,489 $1.9M
Federated Hermes, Inc. 0.00% Reduce -0.2% 69,125 $1.8M
O'shaughnessy Asset Management, LLC 0.01% New 67,914 $1.7M
Ameriprise Financial Inc. 0.00% Reduce -12.5% 65,327 $1.7M
Trexquant Investment LP 0.02% Add +361.9% 64,054 $1.6M
New York State Common Retirement Fund 0.00% No change 59,415 $1.5M
Bank of America Corp. 0.00% Add +143.9% 52,028 $1.3M
Cutler Capital Management, LLC 0.53% Add +1.9% 47,925 $1.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% No change 46,100 $1.2M
Jacobs Asset Management, LLC 0.63% Reduce -65.7% 42,752 $1.1M
Barclays PLC 0.00% Reduce -0.7% 41,378 $1.1M
FMR LLC 0.00% Add +4.3% 40,673 $1.0M
Victory Capital Management Inc. 0.00% Add +2.2% 37,800 $971K
Nuveen, LLC 0.00% Reduce -21.6% 37,026 $951K
Invesco Ltd. 0.00% Reduce -3.1% 36,022 $925K
UBS Group AG 0.00% Add +49.6% 33,795 $868K
Kennedy Capital Management LLC 0.02% Add +36.9% 32,918 $845K
Citadel Advisors 0.00% Add +32.0% 32,830 $843K
Susquehanna International Group, LLP 0.00% Add +25.7% 32,800 $842K
Dynamic Technology Lab Private Ltd 0.11% Add +98.3% 31,811 $817K
Rhumbline Advisers 0.00% Add +24.4% 30,459 $782K
Franklin Resources Inc. 0.00% Reduce -72.8% 23,983 $616K
Jane Street Group, LLC 0.00% Add +58.6% 23,828 $612K
Citigroup Inc. 0.00% Add +53.7% 22,599 $580K
Rafferty Asset Management, LLC 0.00% New 22,245 $571K
Royal Bank of Canada 0.00% Add +62.2% 19,528 $503K
Prudential Financial Inc. 0.00% Reduce -68.4% 19,523 $501K
Y-Intercept (Hong Kong) Ltd 0.01% New 18,302 $470K
Creative Planning 0.00% Add +28.7% 17,072 $438K
Jump Financial, LLC 0.01% Add +103.8% 16,700 $429K
Great Lakes Advisors, LLC 0.00% Reduce -13.9% 15,060 $387K
Sei Investments Co. 0.00% Add +0.6% 14,838 $381K
Cubist Systematic Strategies, LLC 0.00% New 14,695 $377K
Stieven Capital Advisors, L.P. 0.07% Reduce -94.0% 13,483 $346K
Wells Fargo & Company 0.00% Add +17.1% 13,453 $345K
Susquehanna Fundamental Investments, LLC 0.01% No change 12,437 $319K
Quantbot Technologies LP 0.01% Reduce -25.3% 12,342 $317K
Deutsche Bank AG 0.00% Reduce -19.9% 11,897 $306K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -10.7% 10,648 $292K
MetLife Investment Management, LLC 0.00% Add +1.1% 11,210 $288K
Tower Research Capital LLC (TRC) 0.01% Add +1498.3% 11,060 $284K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -4.0% 10,884 $280K
Thrivent Financial for Lutherans 0.00% Add +13.3% 10,409 $267K
T. Rowe Price Associates Inc. 0.00% Add +20.4% 9,940 $256K
State of Wisconsin Investment Board 0.00% Add +15.9% 9,528 $245K
Engineers Gate Manager LP 0.00% Reduce -24.6% 8,819 $226K
Stonebrook Private Inc. 0.05% Add +0.2% 8,701 $223K
Cwm, LLC 0.00% Reduce -10.0% 8,298 $213K
SG Americas Securities, LLC 0.00% Add +33.3% 8,262 $212K
BNP Paribas Financial Markets 0.00% Add +461.5% 6,042 $155K
Police & Firemen's Retirement System of New Jersey 0.00% Add +29.8% 4,805 $123K
Tompkins Financial Corp. 0.01% No change 3,020 $78K
EMC Capital Management 0.04% Reduce -57.8% 2,991 $77K
Allworth Financial LP 0.00% Add +925.2% 2,850 $73K
Ameritas Investment Partners, Inc. 0.00% No change 1,936 $50K
Legal & General Group Plc 0.00% Add +14.8% 1,828 $47K
EverSource Wealth Advisors, LLC 0.00% Add +679.4% 1,738 $45K
California State Teachers Retirement System 0.00% Add +12.7% 1,240 $32K

"% of holder's portfolio" is FISI's weight in each manager's 13F, not the share of Financial Institutions Inc. the manager owns.

Show all 128 holders