Financial InstitutionsFISI

13F holders, Q3 2025 (September 30)
142holders +14
24new positions
10sold out
5famous investors
$27.21avg. 13F price*

At the end of Q3 2025, 142 institutions reported holding Financial Institutions Inc. (FISI) in their 13F filings, up 14 from Q2 2025. 24 opened new positions and 10 sold out. The largest holders were PL Capital Advisors, LLC ($48.3M), BlackRock, Inc. ($39.5M) and Vanguard Group Inc. ($29.8M). 5 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions24$6.0M
Exits10$3.5M

All 13F filers, Q2 2025 → Q3 2025: 1,716,205 shares bought and 1,666,483 shares sold, net +49,722 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 142 holders

PL Capital Advisors, LLC 16.02% Add +30.4% 1,774,886 $48.3M
BlackRock, Inc. 0.00% Reduce -2.7% 1,450,810 $39.5M
Vanguard Group Inc. 0.00% Add +3.8% 1,095,428 $29.8M
Dimensional Fund Advisors LP 0.01% Reduce -5.4% 951,105 $25.9M
Adage Capital Partners Gp, L.L.C. 0.04% Add +4.2% 811,218 $22.1M
Wellington Management Group LLP 0.00% Add +34.1% 736,825 $20.0M
Ategra Capital Management, LLC 10.43% No change 572,075 $15.6M
State Street Corp. 0.00% Add +4.0% 544,654 $15.0M
Geode Capital Management, LLC 0.00% Add +1.7% 485,989 $13.2M
ProShare Advisors LLC 0.03% Add +94.6% 459,798 $12.5M
JPMorgan Chase & Co. 0.00% Add +10.2% 377,740 $10.3M
Hotchkis & Wiley Capital Management LLC 0.03% Reduce -5.0% 365,112 $9.9M
Verition Fund Management LLC 0.06% Reduce -10.1% 364,202 $9.9M
Commonwealth Equity Services, LLC 0.01% Reduce -20.0% 334,286 $9.1M
Fourthstone LLC 1.57% Reduce -61.9% 322,202 $8.8M
Renaissance Technologies 0.01% Add +3.5% 311,492 $8.5M
Acadian Asset Management LLC 0.01% Add +3.3% 275,394 $7.5M
Morgan Stanley 0.00% Add +5.3% 264,929 $7.2M
Rhino Investment Partners, Inc 1.89% No change 220,245 $6.0M
Alliancebernstein L.P. 0.00% Add +6.2% 219,916 $6.0M
Goldman Sachs Group Inc. 0.00% Add +33.8% 219,616 $6.0M
Maltese Capital Management LLC 0.89% Reduce -4.1% 211,000 $5.7M
Millennium Management 0.00% Add +102.9% 184,618 $5.0M
Canandaigua National Bank & Trust Co. 0.43% Reduce -35.8% 179,723 $4.9M
Two Sigma Investments, LP 0.01% Add +99.9% 175,427 $4.8M
Northern Trust Corp. 0.00% Reduce -2.0% 169,829 $4.6M
Charles Schwab Investment Management Inc. 0.00% Add +4.0% 167,972 $4.6M
LSV Asset Management 0.01% Reduce -29.0% 167,500 $4.6M
Bridgeway Capital Management, LLC 0.09% Add +6.6% 154,513 $4.2M
Palisades Investment Partners, LLC 1.48% Add +0.4% 137,522 $3.8M
Bank of New York Mellon Corp 0.00% Reduce -3.2% 134,458 $3.7M
Courier Capital LLC 0.21% Reduce -47.3% 133,008 $3.6M
Mendon Capital Advisors Corp. 1.31% Reduce -5.4% 106,022 $2.9M
Two Sigma Advisers, LP 0.01% Add +31.0% 105,287 $2.9M
Banc Funds Co. LLC 0.49% No change 104,000 $2.8M
Curi Capital, LLC 0.05% No change 100,000 $2.7M
AQR Capital Management 0.00% Add +8.3% 94,486 $2.6M
Empowered Funds, LLC 0.02% Add +12.8% 84,513 $2.3M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -15.9% 83,234 $2.3M
Bank of America Corp. 0.00% Add +56.9% 81,607 $2.2M
Segall Bryant & Hamill, LLC 0.03% Reduce -0.6% 72,024 $2.0M
Trexquant Investment LP 0.02% Add +9.1% 69,855 $1.9M
Federated Hermes, Inc. 0.00% No change 69,125 $1.9M
O'shaughnessy Asset Management, LLC 0.01% Reduce -8.6% 62,076 $1.7M
New York State Common Retirement Fund 0.00% No change 59,415 $1.6M
Thrivent Financial for Lutherans 0.00% Add +412.7% 53,366 $1.5M
American Century Companies Inc. 0.00% Reduce -79.0% 52,685 $1.4M
Bayview Asset Management, LLC 1.05% Reduce -42.9% 50,000 $1.4M
Cutler Capital Management, LLC 0.52% Add +0.8% 48,328 $1.3M
FMR LLC 0.00% Add +14.7% 46,633 $1.3M
Kennedy Capital Management LLC 0.03% Add +40.8% 46,348 $1.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% No change 46,100 $1.3M
Ameriprise Financial Inc. 0.00% Reduce -36.4% 41,527 $1.1M
Victory Capital Management Inc. 0.00% Add +4.5% 39,500 $1.1M
Invesco Ltd. 0.00% Add +8.7% 39,146 $1.1M
UBS Group AG 0.00% Add +13.7% 38,422 $1.0M
Jane Street Group, LLC 0.00% Add +60.7% 38,284 $1.0M
Russell Investments Group, Ltd. 0.00% Add +10367.1% 37,577 $1.0M
Nuveen, LLC 0.00% No change 37,026 $1.0M
Numerai GP LLC 0.13% New 33,064 $899K
Rhumbline Advisers 0.00% Reduce -1.3% 30,052 $817K
Barclays PLC 0.00% Reduce -28.6% 29,542 $804K
Y-Intercept (Hong Kong) Ltd 0.02% Add +44.6% 26,464 $720K
Rafferty Asset Management, LLC 0.00% Add +9.6% 24,373 $663K
Franklin Resources Inc. 0.00% Reduce -0.8% 23,785 $647K
D. E. Shaw & Co. 0.00% New 22,009 $599K
Prudential Financial Inc. 0.00% No change 19,523 $531K
Engineers Gate Manager LP 0.01% Add +117.1% 19,148 $521K
Gsa Capital Partners LLP 0.04% New 18,274 $497K
Creative Planning 0.00% Add +5.0% 17,922 $487K
Marshall Wace, LLP 0.00% New 17,396 $473K
AlphaQuest LLC 0.03% New 16,335 $444K
Oxford Asset Management LLP 0.14% New 16,012 $436K
Wells Fargo & Company 0.00% Add +18.5% 15,937 $433K
Quantinno Capital Management LP 0.00% New 15,174 $413K
Sei Investments Co. 0.00% Add +0.6% 14,922 $406K
Citigroup Inc. 0.00% Reduce -35.4% 14,591 $397K
Deutsche Bank AG 0.00% Add +22.6% 14,590 $397K
Campbell & CO Investment Adviser LLC 0.03% New 12,510 $340K
Aquatic Capital Management LLC 0.01% New 12,147 $330K
Qube Research & Technologies Ltd 0.00% New 11,768 $320K
Susquehanna Fundamental Investments, LLC 0.01% Reduce -8.4% 11,387 $310K
MetLife Investment Management, LLC 0.00% No change 11,210 $305K
First Trust Advisors LP 0.00% Reduce -85.6% 11,175 $304K
Great Lakes Advisors, LLC 0.00% Reduce -26.3% 11,101 $302K
Wealth Enhancement Advisory Services, LLC 0.00% Add +3.4% 11,011 $301K
T. Rowe Price Associates Inc. 0.00% Add +6.0% 10,533 $287K
Brandywine Global Investment Management, LLC 0.00% New 10,290 $280K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -16.4% 9,103 $248K
Quantbot Technologies LP 0.01% Reduce -26.3% 9,095 $247K
Intech Investment Management LLC 0.00% New 8,829 $240K
Stonebrook Private Inc. 0.05% Reduce -0.6% 8,653 $235K
Citadel Advisors 0.00% Reduce -73.9% 8,579 $233K
Cwm, LLC 0.00% Add +2.8% 8,534 $232K
XTX Topco Ltd 0.01% New 8,455 $230K
Susquehanna International Group, LLP 0.00% Reduce -75.0% 8,211 $223K
Martingale Asset Management L P 0.01% New 8,100 $220K
Cary Street Partners Financial LLC 0.01% New 7,450 $203K
Police & Firemen's Retirement System of New Jersey 0.00% Add +26.3% 6,069 $165K
Royal Bank of Canada 0.00% Reduce -75.5% 4,790 $130K
BNP Paribas Financial Markets 0.00% Reduce -32.1% 4,100 $112K
EMC Capital Management 0.04% No change 2,991 $81K
Allworth Financial LP 0.00% Add +1.6% 2,897 $79K
Tompkins Financial Corp. 0.01% Reduce -9.3% 2,739 $75K
Arax Advisory Partners 0.00% Add +6911.8% 2,384 $65K
Advisory Services Network, LLC 0.00% New 1,937 $53K
Ameritas Investment Partners, Inc. 0.00% No change 1,936 $53K
Legal & General Group Plc 0.00% No change 1,828 $50K
EverSource Wealth Advisors, LLC 0.00% Reduce -4.6% 1,658 $45K
Comerica Bank 0.00% Add +39.8% 1,647 $45K
Sterling Capital Management LLC 0.00% Add +167.3% 1,371 $37K
California State Teachers Retirement System 0.00% Add +0.1% 1,241 $34K
Larson Financial Group LLC 0.00% Add +3150.0% 1,170 $32K
Tower Research Capital LLC (TRC) 0.00% Reduce -89.9% 1,115 $30K
CANADA LIFE ASSURANCE Co 0.00% Reduce -0.3% 1,110 $30K
Quarry LP 0.01% New 774 $21K
Osaic Holdings, Inc. 0.00% Add +36.3% 698 $19K
Amalgamated Bank 0.00% No change 660 $18K
NBT Bank, N.A. 0.00% No change 500 $14K
GAMMA Investing LLC 0.00% Add +2.4% 468 $13K
Nisa Investment Advisors, LLC 0.00% No change 345 $9K
Versant Capital Management, Inc 0.00% No change 274 $7K
Community Bank, N.A. 0.00% No change 250 $7K
Optimum Investment Advisors 0.00% No change 200 $5K
Optiver Holding B.V. 0.00% New 158 $4K
ESL Trust Services, LLC 0.00% New 150 $4K
Farther Finance Advisors, LLC 0.00% Add +1.2% 84 $2K
Stone House Investment Management, LLC 0.00% New 81 $2K
PNC Financial Services Group, Inc. 0.00% Add +1.3% 78 $2K
SBI Securities Co., Ltd. 0.00% Reduce -9.4% 77 $2K
Essential Partners LLC 0.00% Add +53.7% 63 $2K
True Wealth Design, LLC 0.00% New 40 $1K
Parkside Financial Bank & Trust 0.00% No change 40 $1K
Capital Advisors, Ltd. LLC 0.00% No change 39 $1K
Root Financial Partners, LLC 0.00% New 27 $734
Rothschild Investment LLC 0.00% Reduce -63.6% 20 $544
Smartleaf Asset Management LLC 0.00% No change 20 $542
Assetmark, Inc. 0.00% No change 4 $109
Clearstead Advisors, LLC 0.00% New 2 $55
IFP Advisors, Inc 0.00% Add +0.0% 2 $54
Huntington National Bank 0.00% No change 1 $27
Covestor Ltd 0.00% New 1 $0

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