Financial InstitutionsFISI

13F holders, Q4 2025 (December 31)
150holders +8
17new positions
11sold out
6famous investors
$31.18avg. 13F price*

At the end of Q4 2025, 150 institutions reported holding Financial Institutions Inc. (FISI) in their 13F filings, up 8 from Q3 2025. 17 opened new positions and 11 sold out. The largest holders were PL Capital Advisors, LLC ($56.2M), BlackRock, Inc. ($45.6M) and Vanguard Group Inc. ($36.1M). 6 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 Steve Cohen (0.0% of Point72 Asset 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions17$2.9M
Exits11$9.2M

All 13F filers, Q3 2025 → Q4 2025: 1,061,040 shares bought and 1,604,801 shares sold, net −543,761 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 150 holders

PL Capital Advisors, LLC 17.71% Add +1.6% 1,802,791 $56.2M
BlackRock, Inc. 0.00% Add +0.7% 1,461,503 $45.6M
Vanguard Group Inc. 0.00% Add +5.6% 1,157,026 $36.1M
Wellington Management Group LLP 0.01% Add +42.4% 1,049,295 $32.7M
Adage Capital Partners Gp, L.L.C. 0.05% Add +19.8% 972,043 $30.3M
Dimensional Fund Advisors LP 0.01% Add +0.5% 955,906 $29.8M
Ategra Capital Management, LLC 10.19% No change 572,075 $17.8M
State Street Corp. 0.00% Reduce -6.8% 507,389 $16.0M
Geode Capital Management, LLC 0.00% Reduce -0.8% 482,155 $15.0M
Acadian Asset Management LLC 0.02% Add +54.7% 426,036 $13.3M
Hotchkis & Wiley Capital Management LLC 0.03% Reduce -1.0% 361,452 $11.3M
Commonwealth Equity Services, LLC 0.01% Add +6.3% 355,476 $11.1M
Morgan Stanley 0.00% Add +27.4% 337,488 $10.5M
JPMorgan Chase & Co. 0.00% Reduce -23.7% 288,077 $9.0M
Renaissance Technologies 0.01% Reduce -12.9% 271,300 $8.5M
Fourthstone LLC 1.48% Reduce -21.0% 254,501 $7.9M
Alliancebernstein L.P. 0.00% Add +9.2% 240,126 $7.5M
Rhino Investment Partners, Inc 1.91% Reduce -2.0% 215,887 $6.7M
Goldman Sachs Group Inc. 0.00% Reduce -2.3% 214,584 $6.7M
ProShare Advisors LLC 0.01% Reduce -57.5% 195,512 $6.1M
Charles Schwab Investment Management Inc. 0.00% Add +0.5% 168,746 $5.3M
LSV Asset Management 0.01% No change 167,500 $5.2M
Two Sigma Investments, LP 0.01% Reduce -6.8% 163,527 $5.1M
Bridgeway Capital Management, LLC 0.11% Add +5.8% 163,507 $5.1M
Northern Trust Corp. 0.00% Reduce -5.6% 160,286 $5.0M
Canandaigua National Bank & Trust Co. 0.43% Reduce -13.7% 155,046 $4.8M
Maltese Capital Management LLC 0.82% Reduce -31.3% 145,000 $4.5M
Palisades Investment Partners, LLC 1.67% Add +2.5% 140,942 $4.4M
Bank of New York Mellon Corp 0.00% Reduce -9.7% 121,430 $3.8M
Courier Capital LLC 0.20% Reduce -12.9% 115,900 $3.6M
Two Sigma Advisers, LP 0.01% Add +3.9% 109,387 $3.4M
Mendon Capital Advisors Corp. 1.22% Reduce -5.7% 100,000 $3.1M
Curi Capital, LLC 0.05% No change 100,000 $3.1M
Verition Fund Management LLC 0.02% Reduce -73.3% 97,277 $3.0M
AQR Capital Management 0.00% Add +0.1% 94,577 $2.9M
Trexquant Investment LP 0.03% Add +32.0% 92,246 $2.9M
Segall Bryant & Hamill, LLC 0.03% Reduce -0.1% 71,985 $2.2M
O'shaughnessy Asset Management, LLC 0.01% Reduce -1.8% 60,934 $1.9M
FMR LLC 0.00% Add +30.3% 60,768 $1.9M
Bank of America Corp. 0.00% Reduce -27.1% 59,457 $1.9M
New York State Common Retirement Fund 0.00% No change 59,415 $1.9M
American Century Companies Inc. 0.00% Add +2.8% 54,148 $1.7M
Thrivent Financial for Lutherans 0.00% Reduce -2.2% 52,196 $1.6M
Bayview Asset Management, LLC 1.40% No change 50,000 $1.6M
Cutler Capital Management, LLC 0.57% Add +2.3% 49,428 $1.5M
Kennedy Capital Management LLC 0.03% No change 46,348 $1.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +0.2% 46,176 $1.4M
Ameriprise Financial Inc. 0.00% No change 41,527 $1.3M
Russell Investments Group, Ltd. 0.00% Add +2.3% 38,449 $1.2M
Victory Capital Management Inc. 0.00% Reduce -3.9% 37,972 $1.2M
Nuveen, LLC 0.00% No change 37,026 $1.2M
Barclays PLC 0.00% Add +22.9% 36,320 $1.1M
Invesco Ltd. 0.00% Reduce -9.8% 35,293 $1.1M
Numerai GP LLC 0.11% Reduce -7.7% 30,508 $951K
Y-Intercept (Hong Kong) Ltd 0.02% Add +9.8% 29,072 $906K
Gsa Capital Partners LLP 0.08% Add +54.9% 28,305 $882K
Jane Street Group, LLC 0.00% Reduce -28.4% 27,410 $854K
UBS Group AG 0.00% Reduce -32.1% 26,100 $814K
Rhumbline Advisers 0.00% Reduce -14.9% 25,574 $797K
Federated Hermes, Inc. 0.00% Reduce -63.7% 25,114 $783K
XTX Topco Ltd 0.02% Add +182.7% 23,899 $745K
Citadel Advisors 0.00% Add +171.3% 23,274 $725K
Wells Fargo & Company 0.00% Add +44.2% 22,981 $716K
Creative Planning 0.00% Add +2.3% 18,334 $571K
Point72 Asset Management 0.00% New 17,987 $561K
Quantinno Capital Management LP 0.00% Add +14.1% 17,309 $540K
AlphaQuest LLC 0.03% Add +4.5% 17,064 $532K
Sei Investments Co. 0.00% Add +13.1% 16,879 $526K
Franklin Resources Inc. 0.00% Reduce -29.2% 16,837 $525K
Marshall Wace, LLP 0.00% Reduce -8.5% 15,924 $496K
Rafferty Asset Management, LLC 0.00% Reduce -38.1% 15,084 $470K
D. E. Shaw & Co. 0.00% Reduce -33.5% 14,639 $456K
Deutsche Bank AG 0.00% Reduce -0.8% 14,468 $451K
Captrust Financial Advisors 0.00% New 13,473 $420K
Brandywine Global Investment Management, LLC 0.00% Add +18.9% 12,230 $381K
T. Rowe Price Associates Inc. 0.00% Add +11.7% 11,765 $367K
Millennium Management 0.00% Reduce -93.7% 11,695 $365K
Susquehanna Fundamental Investments, LLC 0.01% Add +0.8% 11,475 $358K
Citigroup Inc. 0.00% Reduce -23.0% 11,235 $350K
Wealth Enhancement Advisory Services, LLC 0.00% Add +1.1% 11,137 $350K
MetLife Investment Management, LLC 0.00% No change 11,210 $349K
Campbell & CO Investment Adviser LLC 0.02% Reduce -10.6% 11,182 $349K
Prudential Financial Inc. 0.00% Reduce -44.6% 10,809 $337K
Great Lakes Advisors, LLC 0.00% Reduce -3.0% 10,764 $336K
Graham Capital Management, L.P. 0.01% New 9,734 $303K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 9,436 $294K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +1.1% 9,202 $287K
Brooklyn Investment Group 0.01% New 9,061 $286K
Stonebrook Private Inc. 0.06% Add +0.2% 8,669 $270K
Cwm, LLC 0.00% Add +0.4% 8,568 $267K
SG Americas Securities, LLC 0.00% New 8,354 $260K
First Trust Advisors LP 0.00% Reduce -28.2% 8,025 $250K
Daytona Street Capital LLC 0.19% — 8,000 $249K
Brevan Howard Capital Management LP 0.01% New 7,980 $249K
Aigen Investment Management, LP 0.05% New 7,547 $235K
Aquatic Capital Management LLC 0.01% Reduce -38.2% 7,509 $234K
Cary Street Partners Financial LLC 0.01% No change 7,450 $232K
Intech Investment Management LLC 0.00% Reduce -17.6% 7,271 $227K
Martingale Asset Management L P 0.01% Reduce -11.1% 7,200 $224K
BNP Paribas Financial Markets 0.00% Add +49.5% 6,130 $191K
Police & Firemen's Retirement System of New Jersey 0.00% Reduce -20.2% 4,841 $151K
Los Angeles Capital Management LLC 0.00% New 4,115 $118K
Allworth Financial LP 0.00% Reduce -0.3% 2,889 $90K
Tompkins Financial Corp. 0.01% No change 2,739 $85K
EMC Capital Management 0.04% Reduce -15.0% 2,542 $79K
Pinnacle Wealth Planning Services, Inc. 0.01% New 2,084 $65K
Legal & General Group Plc 0.00% Reduce -5.5% 1,728 $54K
EverSource Wealth Advisors, LLC 0.00% Reduce -0.5% 1,649 $51K
Comerica Bank 0.00% No change 1,647 $51K
Ameritas Investment Partners, Inc. 0.00% Reduce -16.7% 1,613 $50K
CANADA LIFE ASSURANCE Co 0.00% Add +44.8% 1,607 $50K
Tower Research Capital LLC (TRC) 0.00% Add +14.3% 1,274 $40K
California State Teachers Retirement System 0.00% Reduce -1.4% 1,223 $38K
Sterling Capital Management LLC 0.00% Reduce -15.2% 1,162 $36K
Larson Financial Group LLC 0.00% Reduce -12.4% 1,025 $32K
MAI Capital Management 0.00% New 1,003 $31K
Royal Bank of Canada 0.00% Reduce -79.5% 980 $30K
Smartleaf Asset Management LLC 0.00% Add +3710.0% 762 $24K
Osaic Holdings, Inc. 0.00% Reduce -7.0% 649 $20K
Amalgamated Bank 0.00% Reduce -5.5% 624 $19K
GAMMA Investing LLC 0.00% Add +7.0% 501 $16K
NBT Bank, N.A. 0.00% No change 500 $16K
Simplex Trading, LLC 0.00% New 390 $12K
Arax Advisory Partners 0.00% Reduce -83.8% 387 $12K
Versant Capital Management, Inc 0.00% No change 274 $9K
Community Bank, N.A. 0.00% No change 250 $8K
Rockefeller Capital Management L.P. 0.00% New 247 $8K
Farther Finance Advisors, LLC 0.00% Add +185.7% 240 $7K
Nisa Investment Advisors, LLC 0.00% Reduce -38.8% 211 $7K
Optiver Holding B.V. 0.00% No change 158 $5K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 157 $5K
Eurizon Capital SGR S.p.A. 0.00% — 124 $4K
Stone House Investment Management, LLC 0.00% Add +42.0% 115 $4K
FNY Investment Advisers, LLC 0.00% New 100 $3K
PNC Financial Services Group, Inc. 0.00% Add +6.4% 83 $3K
Essential Partners LLC 0.00% Add +11.1% 70 $2K
SBI Securities Co., Ltd. 0.00% Reduce -28.6% 55 $2K
True Wealth Design, LLC 0.00% No change 40 $1K
Parkside Financial Bank & Trust 0.00% No change 40 $1K
Basecamp Wealth Advisors LLC 0.00% — 36 $1K
Capital Advisors, Ltd. LLC 0.00% No change 39 $1K
Root Financial Partners, LLC 0.00% No change 27 $842
Rothschild Investment LLC 0.00% No change 20 $623
Signaturefd, LLC 0.00% New 19 $592
Parallel Advisors, LLC 0.00% New 13 $405
Assetmark, Inc. 0.00% No change 4 $125
Clearstead Advisors, LLC 0.00% No change 2 $63
IFP Advisors, Inc 0.00% No change 2 $62
Huntington National Bank 0.00% No change 1 $31
Covestor Ltd 0.00% No change 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.