Financial InstitutionsFISI

13F holders, Q2 2026 (June 30)
159holders +8
25new positions
16sold out
5famous investors
$38.87avg. 13F price*

At the end of Q2 2026, 159 institutions reported holding Financial Institutions Inc. (FISI) in their 13F filings, up 8 from Q1 2026. 25 opened new positions and 16 sold out. The largest holders were PL Capital Advisors, LLC ($70.8M), BlackRock, Inc. ($65.0M) and Dimensional Fund Advisors LP ($39.1M). 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 Ken Griffin (0.0% of Citadel Advisors'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 2026 → Q2 2026

InstitutionsTotal Value
New Positions25$6.4M
Exits16$12.9M

All 13F filers, Q1 2026 → Q2 2026: 1,764,249 shares bought and 1,879,077 shares sold, net −114,828 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 159 holders

PL Capital Advisors, LLC 19.67% No change 1,816,102 $70.8M
BlackRock, Inc. 0.00% Add +12.8% 1,667,260 $65.0M
Dimensional Fund Advisors LP 0.01% Add +4.7% 1,002,481 $39.1M
Vanguard Capital Management LLC 0.00% Add +0.7% 841,166 $32.8M
Adage Capital Partners Gp, L.L.C. 0.05% Reduce -12.0% 834,969 $32.5M
State Street Corp. 0.00% Add +2.3% 592,493 $23.3M
Acadian Asset Management LLC 0.03% Add +7.0% 593,367 $23.1M
Geode Capital Management, LLC 0.00% Add +3.2% 586,724 $22.9M
Ategra Capital Management, LLC 11.69% No change 564,100 $22.0M
Two Sigma Investments, LP 0.01% Add +66.4% 457,098 $17.8M
JPMorgan Chase & Co. 0.00% Add +66.7% 404,980 $15.7M
American Century Companies Inc. 0.01% Add +298.4% 349,611 $13.6M
Vanguard Portfolio Management LLC 0.00% Add +23.5% 263,033 $10.3M
AQR Capital Management 0.00% Add +59.2% 251,498 $9.8M
Hillsdale Investment Management Inc. 0.22% Add +6.9% 249,200 $9.7M
Raymond James Financial Inc. 0.00% Reduce -28.9% 248,283 $9.7M
Morgan Stanley 0.00% Reduce -9.9% 234,920 $9.2M
Goldman Sachs Group Inc. 0.00% Reduce -11.9% 216,109 $8.4M
Alliancebernstein L.P. 0.00% Reduce -3.1% 245,258 $7.8M
Hotchkis & Wiley Capital Management LLC 0.02% Reduce -1.4% 199,502 $7.8M
Qube Research & Technologies Ltd 0.01% Add +186.6% 193,831 $7.6M
LSV Asset Management 0.01% Add +9.7% 179,800 $7.0M
Bridgeway Capital Management, LLC 0.12% Add +4.6% 179,154 $7.0M
Northern Trust Corp. 0.00% Add +6.5% 176,215 $6.9M
Charles Schwab Investment Management Inc. 0.00% Add +1.3% 162,212 $6.3M
Canandaigua National Bank & Trust Co. 0.51% — 154,106 $6.0M
Palisades Investment Partners, LLC 1.68% Add +3.0% 150,826 $5.9M
Renaissance Technologies 0.01% Reduce -32.5% 136,904 $5.3M
Vanguard Fiduciary Trust Co. 0.00% Add +3.0% 130,123 $5.1M
Bank of America Corp. 0.00% Add +7.5% 128,688 $5.0M
Courier Capital LLC 0.23% Add +1.6% 119,133 $4.6M
Bank of New York Mellon Corp 0.00% Add +2.3% 117,844 $4.6M
Empowered Funds, LLC 0.02% Add +7.7% 109,154 $4.3M
Curi Capital, LLC 0.06% No change 100,017 $3.9M
Mendon Capital Advisors Corp. 1.38% No change 100,000 $3.9M
Maltese Capital Management LLC 0.72% Reduce -14.5% 100,000 $3.9M
Citadel Advisors 0.00% Add +646.0% 85,480 $3.3M
Segall Bryant & Hamill, LLC 0.04% Add +75.5% 76,010 $3.0M
Trexquant Investment LP 0.02% Add +122.2% 74,811 $2.9M
Nuveen, LLC 0.00% Add +25.7% 71,468 $2.8M
FMR LLC 0.00% Reduce -9.1% 65,944 $2.6M
Prudential Financial Inc. 0.00% Add +221.6% 65,739 $2.6M
Wellington Management Group LLP 0.00% Reduce -93.0% 62,979 $2.5M
New York State Common Retirement Fund 0.00% Add +4.4% 62,015 $2.4M
Commonwealth Equity Services, LLC 0.00% Reduce -2.0% 57,721 $2.2M
Russell Investments Group, Ltd. 0.00% Add +50.7% 52,741 $2.1M
Bayview Asset Management, LLC 1.46% No change 50,000 $1.9M
Cutler Capital Management, LLC 0.61% No change 49,428 $1.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +0.1% 46,241 $1.8M
Martingale Asset Management L P 0.04% No change 41,548 $1.6M
Connor, Clark & Lunn Investment Management Ltd. 0.00% Add +3.7% 41,541 $1.6M
Franklin Resources Inc. 0.00% Add +33.0% 40,042 $1.6M
Kennedy Capital Management LLC 0.03% Reduce -17.5% 38,254 $1.5M
Victory Capital Management Inc. 0.00% Add +0.5% 37,800 $1.5M
Man Group plc 0.00% Add +25.5% 37,570 $1.5M
Gsa Capital Partners LLP 0.09% Add +107.6% 37,429 $1.5M
Thrivent Financial for Lutherans 0.00% Reduce -35.5% 33,657 $1.3M
Campbell & CO Investment Adviser LLC 0.07% Add +47.6% 32,892 $1.3M
Invesco Ltd. 0.00% Reduce -6.6% 31,793 $1.2M
Sei Investments Co. 0.00% Reduce -40.2% 30,790 $1.2M
Vanguard Global Advisers, LLC 0.00% No change 26,068 $1.0M
Rhumbline Advisers 0.00% Add +1.1% 25,431 $991K
Quantinno Capital Management LP 0.00% Add +16.3% 23,839 $929K
Creative Planning 0.00% Add +18.2% 23,631 $921K
Millennium Management 0.00% Add +35.7% 23,393 $912K
Informed Momentum Co LLC 0.07% Reduce -4.0% 21,546 $840K
XTX Topco Ltd 0.01% New 20,707 $807K
STRS Ohio 0.00% Add +5.3% 19,800 $772K
Ameriprise Financial Inc. 0.00% No change 19,427 $757K
Deutsche Bank AG 0.00% Add +13.2% 19,219 $749K
Citigroup Inc. 0.00% Add +15.6% 17,847 $695K
BNP Paribas Financial Markets 0.00% Add +2.3% 16,948 $660K
Alps Advisors Inc. 0.00% Add +1.2% 16,572 $646K
Wells Fargo & Company 0.00% Add +123.1% 16,499 $643K
Susquehanna Fundamental Investments, LLC 0.01% Reduce -19.6% 16,185 $631K
T. Rowe Price Associates Inc. 0.00% Add +3.1% 15,812 $617K
Quadrature Capital Ltd 0.01% New 15,129 $590K
Oppenheimer & Close, LLC 0.36% New 14,500 $565K
Wealth Enhancement Advisory Services, LLC 0.00% New 14,118 $548K
Bailard, Inc. 0.01% New 13,400 $522K
UBS Group AG 0.00% Reduce -93.6% 13,023 $508K
Arrowstreet Capital, Limited Partnership 0.00% New 12,741 $497K
Graham Capital Management, L.P. 0.02% Add +3.3% 12,162 $474K
MetLife Investment Management, LLC 0.00% Add +6.2% 11,705 $456K
Panagora Asset Management Inc. 0.00% New 11,447 $446K
Ieq Capital, LLC 0.00% Add +12.3% 11,144 $434K
Great Lakes Advisors, LLC 0.00% Reduce -0.3% 11,043 $430K
Squarepoint Ops LLC 0.00% Add +45.5% 10,995 $428K
D. E. Shaw & Co. 0.00% Add +46.1% 10,598 $413K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -0.9% 9,073 $354K
Rafferty Asset Management, LLC 0.00% Reduce -45.4% 8,833 $344K
Barclays PLC 0.00% Reduce -28.1% 8,800 $343K
Stonebrook Private Inc. 0.06% Add +0.8% 8,759 $341K
Mercer Global Advisors Inc. 0.00% New 8,625 $336K
State of Wisconsin Investment Board 0.00% New 8,310 $324K
Engineers Gate Manager LP 0.00% New 7,836 $305K
Sterling Capital Management LLC 0.01% Add +1086.3% 7,687 $300K
SG Americas Securities, LLC 0.00% Add +23.2% 7,517 $293K
Cary Street Partners Financial LLC 0.01% No change 7,450 $290K
First Trust Advisors LP 0.00% Reduce -1.1% 7,108 $277K
Virtu Financial LLC 0.01% New 6,892 $269K
Bank of Nova Scotia 0.00% New 6,600 $257K
Mariner, LLC 0.00% New 6,554 $255K
Police & Firemen's Retirement System of New Jersey 0.00% Add +23.9% 6,000 $234K
Intech Investment Management LLC 0.00% New 5,780 $225K
Cerity Partners LLC 0.00% New 5,625 $219K
Focus Partners Wealth 0.00% New 5,383 $210K
Legal & General Group Plc 0.00% Add +130.9% 3,990 $155K
Los Angeles Capital Management LLC 0.00% No change 3,705 $144K
Allworth Financial LP 0.00% Add +10.0% 3,251 $127K
Tompkins Financial Corp. 0.01% No change 2,739 $107K
Tower Research Capital LLC (TRC) 0.00% Add +84.0% 2,256 $88K
Pinnacle Wealth Planning Services, Inc. 0.01% No change 2,021 $79K
Ameritas Investment Partners, Inc. 0.00% No change 1,613 $63K
CANADA LIFE ASSURANCE Co 0.00% Reduce -6.8% 1,557 $61K
Rockefeller Capital Management L.P. 0.00% Add +26.9% 1,565 $61K
Quantbot Technologies LP 0.00% Reduce -79.3% 1,426 $56K
Arax Advisory Partners 0.00% Add +8993.3% 1,364 $53K
Royal Bank of Canada 0.00% Reduce -5.0% 1,225 $47K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 1,030 $40K
Larson Financial Group LLC 0.00% Add +2.0% 1,010 $39K
Fifth Third Bancorp 0.00% Reduce -40.4% 982 $38K
Smartleaf Asset Management LLC 0.00% No change 657 $26K
First Horizon Corp. 0.00% New 641 $25K
Jones Financial Companies LLLP 0.00% New 550 $21K
GAMMA Investing LLC 0.00% No change 546 $21K
Osaic Holdings, Inc. 0.00% Add +0.6% 507 $20K
EverSource Wealth Advisors, LLC 0.00% Reduce -75.9% 397 $15K
PNC Financial Services Group, Inc. 0.00% Add +5.3% 338 $13K
Versant Capital Management, Inc 0.00% No change 274 $11K
California State Teachers Retirement System 0.00% Reduce -74.8% 271 $11K
SBI Securities Co., Ltd. 0.00% Add +189.8% 255 $10K
Farther Finance Advisors, LLC 0.00% Add +2.8% 254 $10K
Community Bank, N.A. 0.00% No change 250 $10K
Nisa Investment Advisors, LLC 0.00% Add +0.9% 213 $8K
Federated Hermes, Inc. 0.00% New 192 $7K
Silver Grove Financial Group, Inc. 0.00% New 171 $7K
Rothschild Investment LLC 0.00% Add +52.2% 137 $5K
IFP Advisors, Inc 0.00% Add +6100.0% 124 $5K
Essential Partners LLC 0.00% Add +66.2% 118 $5K
Stone House Investment Management, LLC 0.00% No change 115 $4K
Basecamp Wealth Advisors LLC 0.00% Add +15.9% 80 $3K
Picton Mahoney Asset Management 0.00% New 60 $2K
Capital Advisors, Ltd. LLC 0.00% No change 39 $2K
Simplex Trading, LLC 0.00% Reduce -89.6% 47 $2K
Optiver Holding B.V. 0.00% Reduce -76.8% 46 $2K
True Wealth Design, LLC 0.00% No change 40 $2K
Parkside Financial Bank & Trust 0.00% No change 40 $2K
Clearstead Advisors, LLC 0.00% New 25 $975
US Bancorp \de 0.00% No change 11 $429
SJS Investment Consulting Inc. 0.00% Add +22.2% 11 $429
Wealth Enhancement Trust Services, Inc. 0.00% New 6 $234
JPL Wealth Management, LLC 0.00% Reduce -16.7% 5 $195
Assetmark, Inc. 0.00% No change 4 $156
Huntington National Bank 0.00% No change 1 $39
GHP Investment Advisors, Inc. 0.00% No change 1 $39
Caitong International Asset Management Co., Ltd 0.00% New 1 $39
Hughes Financial Services, LLC 0.00% New 1 $39
Covestor Ltd 0.00% Add +250.0% 7 $0

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