Financial InstitutionsFISI

13F holders, Q1 2026 (March 31)
151holders +1
22new positions
19sold out
5famous investors
$31.70avg. 13F price*

At the end of Q1 2026, 151 institutions reported holding Financial Institutions Inc. (FISI) in their 13F filings, up 1 from Q4 2025. 22 opened new positions and 19 sold out. The largest holders were PL Capital Advisors, LLC ($57.6M), BlackRock, Inc. ($46.9M) and Dimensional Fund Advisors LP ($30.4M). 5 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

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions22$29.4M
Exits19$21.1M

All 13F filers, Q4 2025 → Q1 2026: 1,989,537 shares bought and 1,808,961 shares sold, net +180,576 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 151 holders

PL Capital Advisors, LLC 17.37% Add +0.7% 1,816,102 $57.6M
BlackRock, Inc. 0.00% Add +1.1% 1,478,072 $46.9M
Dimensional Fund Advisors LP 0.01% Add +0.2% 957,667 $30.4M
Adage Capital Partners Gp, L.L.C. 0.05% Reduce -2.4% 948,441 $30.1M
Wellington Management Group LLP 0.01% Reduce -14.2% 900,493 $28.6M
Vanguard Capital Management LLC 0.00% — 835,538 $26.5M
State Street Corp. 0.00% Add +14.1% 579,119 $18.5M
Geode Capital Management, LLC 0.00% Add +17.9% 568,696 $18.0M
Ategra Capital Management, LLC 9.96% Reduce -1.4% 564,100 $17.9M
Acadian Asset Management LLC 0.02% Add +30.2% 554,604 $17.6M
Raymond James Financial Inc. 0.00% New 349,028 $11.1M
Two Sigma Investments, LP 0.01% Add +68.0% 274,740 $8.7M
Morgan Stanley 0.00% Reduce -22.7% 260,727 $8.3M
Alliancebernstein L.P. 0.00% Add +5.5% 253,226 $7.9M
Goldman Sachs Group Inc. 0.00% Add +14.3% 245,175 $7.8M
JPMorgan Chase & Co. 0.00% Reduce -15.7% 242,921 $7.5M
Hillsdale Investment Management Inc. 0.20% New 233,080 $7.4M
Vanguard Portfolio Management LLC 0.00% — 212,927 $6.8M
ProShare Advisors LLC 0.01% Add +4.5% 204,256 $6.5M
UBS Group AG 0.00% Add +677.9% 203,036 $6.4M
Renaissance Technologies 0.01% Reduce -25.2% 202,931 $6.4M
Hotchkis & Wiley Capital Management LLC 0.02% Reduce -44.0% 202,302 $6.4M
Bridgeway Capital Management, LLC 0.11% Add +4.8% 171,340 $5.4M
Northern Trust Corp. 0.00% Add +3.3% 165,519 $5.2M
LSV Asset Management 0.01% Reduce -2.1% 163,900 $5.2M
Charles Schwab Investment Management Inc. 0.00% Reduce -5.1% 160,181 $5.1M
AQR Capital Management 0.00% Add +67.1% 158,010 $5.0M
Canandaigua National Corp. 0.44% — 154,881 $4.9M
Palisades Investment Partners, LLC 1.84% Add +4.0% 146,504 $4.7M
Vanguard Fiduciary Trust Co. 0.00% — 126,348 $4.0M
Bank of America Corp. 0.00% Add +101.3% 119,691 $3.8M
Courier Capital LLC 0.21% Add +1.1% 117,201 $3.7M
Maltese Capital Management LLC 0.74% Reduce -19.3% 116,963 $3.7M
Bank of New York Mellon Corp 0.00% Reduce -5.1% 115,244 $3.7M
Empowered Funds, LLC 0.02% New 101,340 $3.2M
Curi Capital, LLC 0.06% Add +0.0% 100,017 $3.2M
Mendon Capital Advisors Corp. 1.23% No change 100,000 $3.2M
American Century Companies Inc. 0.00% Add +62.1% 87,761 $2.8M
FMR LLC 0.00% Add +19.4% 72,558 $2.3M
Qube Research & Technologies Ltd 0.00% New 67,644 $2.1M
New York State Common Retirement Fund 0.00% No change 59,415 $1.9M
Commonwealth Equity Services, LLC 0.00% Reduce -83.4% 58,903 $1.9M
Nuveen, LLC 0.00% Add +53.6% 56,857 $1.8M
Verition Fund Management LLC 0.02% Reduce -46.1% 52,419 $1.7M
Thrivent Financial for Lutherans 0.00% No change 52,196 $1.7M
Sei Investments Co. 0.00% Add +205.0% 51,480 $1.6M
Bayview Asset Management, LLC 1.32% No change 50,000 $1.6M
Cutler Capital Management, LLC 0.53% No change 49,428 $1.6M
Kennedy Capital Management LLC 0.03% No change 46,348 $1.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% No change 46,176 $1.5M
Numerai GP LLC 0.14% Add +43.6% 43,823 $1.4M
Segall Bryant & Hamill, LLC 0.02% Reduce -39.8% 43,315 $1.4M
Martingale Asset Management L P 0.03% Add +477.1% 41,548 $1.3M
Connor, Clark & Lunn Investment Management Ltd. 0.00% Add +324.5% 40,052 $1.3M
Victory Capital Management Inc. 0.00% Reduce -1.0% 37,600 $1.2M
Russell Investments Group, Ltd. 0.00% Reduce -8.9% 35,006 $1.1M
Invesco Ltd. 0.00% Reduce -3.6% 34,037 $1.1M
Trexquant Investment LP 0.01% Reduce -63.5% 33,666 $1.1M
Franklin Resources Inc. 0.00% Add +78.8% 30,108 $955K
Man Group plc 0.00% New 29,941 $949K
Vanguard Global Advisers, LLC 0.00% — 26,068 $827K
Rhumbline Advisers 0.00% Reduce -1.6% 25,157 $798K
ExodusPoint Capital Management, LP 0.01% New 23,744 $753K
Informed Momentum Co LLC 0.08% New 22,433 $711K
Campbell & CO Investment Adviser LLC 0.04% Add +99.3% 22,284 $707K
Quantinno Capital Management LP 0.00% Add +18.4% 20,501 $650K
Prudential Financial Inc. 0.00% Add +89.1% 20,439 $648K
Susquehanna Fundamental Investments, LLC 0.02% Add +75.4% 20,131 $638K
Creative Planning 0.00% Add +9.0% 19,992 $634K
Ameriprise Financial Inc. 0.00% Reduce -53.2% 19,427 $616K
STRS Ohio 0.00% New 18,800 $596K
Gsa Capital Partners LLP 0.04% Reduce -36.3% 18,029 $572K
Millennium Management 0.00% Add +47.4% 17,240 $547K
Deutsche Bank AG 0.00% Add +17.4% 16,982 $538K
Susquehanna International Group, LLP 0.00% New 16,608 $527K
BNP Paribas Financial Markets 0.00% Add +170.2% 16,561 $525K
Alps Advisors Inc. 0.00% New 16,370 $519K
Rafferty Asset Management, LLC 0.00% Add +7.3% 16,178 $513K
Citigroup Inc. 0.00% Add +37.5% 15,445 $490K
T. Rowe Price Associates Inc. 0.00% Add +30.4% 15,342 $487K
Barclays PLC 0.00% Reduce -66.3% 12,239 $388K
Marshall Wace, LLP 0.00% Reduce -25.8% 11,809 $374K
Graham Capital Management, L.P. 0.02% Add +21.0% 11,779 $374K
HSBC Holdings PLC 0.00% New 11,631 $369K
Citadel Advisors 0.00% Reduce -50.8% 11,459 $363K
Great Lakes Advisors, LLC 0.00% Add +2.9% 11,076 $351K
MetLife Investment Management, LLC 0.00% Reduce -1.6% 11,027 $350K
Jane Street Group, LLC 0.00% Reduce -62.1% 10,397 $330K
Ieq Capital, LLC 0.00% New 9,924 $315K
Cwm, LLC 0.00% Add +9.5% 9,379 $297K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -0.5% 9,152 $290K
Balyasny Asset Management L.P. 0.00% New 9,124 $289K
Stonebrook Private Inc. 0.06% Add +0.2% 8,685 $275K
Daytona Street Capital LLC 0.20% No change 8,000 $258K
Squarepoint Ops LLC 0.00% New 7,554 $240K
Cary Street Partners Financial LLC 0.01% No change 7,450 $236K
Wells Fargo & Company 0.00% Reduce -67.8% 7,395 $234K
Brevan Howard Capital Management LP 0.00% Reduce -8.4% 7,311 $232K
D. E. Shaw & Co. 0.00% Reduce -50.5% 7,253 $230K
First Trust Advisors LP 0.00% Reduce -10.4% 7,190 $228K

"% 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 151 holders