FISI
Financial Institutions IncCompany with tickers: FISI, FIISO, FIISP
CIK
862831
CUSIP
317585404
Shares Outstanding
19,686,370
13F Activity (30d)
107 filings
102 filers
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 150
Total Value: $503,142,374
Total Shares: 15,866,997
Showing 1–100
of 151 holdings by value
· page 1 of 2
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 150 13F filers · Δ vs Dec 31, 2025Top Holder
11.4%
+0.0 pts
Top 5
38.4%
−2.4 pts
Top 10
58.0%
−1.5 pts
HHI
443
Broadly held−31
Quarterly Activity
vs Dec 31, 2025
New
27
Increased
57
Decreased
43
Sold Out
26
Unchanged
23
Holder count:
+1
Institutional value:
+2.3%
Shares held:
+0.6%
Top Buyers
vs Dec 31, 2025| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega UBS Group AG | +176,936 | 203,036 | |
| Large ACADIAN ASSET MANAGEMENT LLC | +128,568 | 554,604 | |
| Mega TWO SIGMA INVESTMENTS, LP | +111,213 | 274,740 | |
| Mega GEODE CAPITAL MANAGEMENT, LLC | +86,541 | 568,696 | |
| Mega STATE STREET CORP | +71,730 | 579,119 |
Top Sellers
vs Dec 31, 2025| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Large COMMONWEALTH EQUITY SERVICES, LLC | −296,573 | 58,903 | |
| Large HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | −159,150 | 202,302 | |
| Mega WELLINGTON MANAGEMENT GROUP LLP | −148,802 | 900,493 | |
| Mega MORGAN STANLEY | −76,761 | 260,727 | |
| Large RENAISSANCE TECHNOLOGIES LLC | −68,369 | 202,931 |
Top New Positions
vs Dec 31, 2025| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega VANGUARD CAPITAL MANAGEMENT LLC | 835,538 | $26,494,909 | |
| Mega RAYMOND JAMES FINANCIAL INC | 349,028 | $11,067,677 | |
| Mid Hillsdale Investment Management Inc. | 233,080 | $7,390,966 | |
| Mega VANGUARD PORTFOLIO MANAGEMENT LLC | 212,927 | $6,751,915 | |
| Small CANANDAIGUA NATIONAL CORP | 154,881 | $4,911,276 |
Top Sold-Out Positions
vs Dec 31, 2025| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega VANGUARD GROUP INC | 1,157,026 | $36,064,499 | |
| Small Fourthstone LLC | 254,501 | $7,932,796 | |
| Small Rhino Investment Partners, Inc | 215,887 | $6,729,197 | |
| Small CANANDAIGUA NATIONAL BANK & TRUST CO | 155,046 | $4,832,783 | |
| Large TWO SIGMA ADVISERS, LP | 109,387 | $3,409,592 |
| Holder | Value (USD) | % of 13F | Shares | Type | Discretion | Filed | Open | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Small PL Capital Advisors, LLC | $57,588,594 | 11.45% | 1,816,102 | Shares | Sole | 2026-05-07 | ||||
| Mega BlackRock, Inc. | $46,869,659 | 9.32% | 1,478,072 | Shares | Sole | 2026-05-13 | ||||
| Mega DIMENSIONAL FUND ADVISORS LP | $30,367,618 | 6.04% | 957,667 | Shares | Sole | 2026-05-07 | ||||
| Large ADAGE CAPITAL PARTNERS GP, L.L.C. | $30,075,064 | 5.98% | 948,441 | Shares | Sole | 2026-05-15 | ||||
| Mega WELLINGTON MANAGEMENT GROUP LLP | $28,554,632 | 5.68% | 900,493 | Shares | Defined | 2026-05-15 | ||||
| Mega VANGUARD CAPITAL MANAGEMENT LLC | $26,494,909 | 5.27% | 835,538 | Shares | Defined | 2026-05-15 | ||||
| Mega STATE STREET CORP | $18,363,863 | 3.65% | 579,119 | Shares | Defined | 2026-05-15 | ||||
| Mega GEODE CAPITAL MANAGEMENT, LLC | $18,033,349 | 3.58% | 568,696 | Shares | Defined | 2026-05-15 | ||||
| Small Ategra Capital Management, LLC | $17,887,611 | 3.56% | 564,100 | Shares | Sole | 2026-05-15 | ||||
| Large ACADIAN ASSET MANAGEMENT LLC | $17,586,492 | 3.50% | 554,604 | Shares | Defined | 2026-05-13 | ||||
| Mega RAYMOND JAMES FINANCIAL INC | $11,067,677 | 2.20% | 349,028 | Shares | Defined | 2026-05-14 | ||||
| Mega TWO SIGMA INVESTMENTS, LP | $8,712,005 | 1.73% | 274,740 | Shares | Sole | 2026-05-15 | ||||
| Mega MORGAN STANLEY | $8,267,648 | 1.64% | 260,727 | Shares | Defined | 2026-05-15 | ||||
| Mega ALLIANCEBERNSTEIN L.P. | $8,029,796 | 1.60% | 253,226 | Shares | Defined | 2026-05-15 | ||||
| Mega GOLDMAN SACHS GROUP INC | $7,774,499 | 1.55% | 245,175 | Shares | Defined | 2026-05-15 | ||||
| Mega JPMORGAN CHASE & CO | $7,703,022 | 1.53% | 242,921 | Shares | Other | 2026-05-13 | ||||
| Mid Hillsdale Investment Management Inc. | $7,390,966 | 1.47% | 233,080 | Shares | Sole | 2026-05-04 | ||||
| Mega VANGUARD PORTFOLIO MANAGEMENT LLC | $6,751,915 | 1.34% | 212,927 | Shares | Defined | 2026-05-08 | ||||
| Large ProShare Advisors LLC | $6,476,957 | 1.29% | 204,256 | Shares | Sole | 2026-04-27 | ||||
| Mega UBS Group AG | $6,438,271 | 1.28% | 203,036 | Shares | Defined | 2026-05-05 | ||||
| Large RENAISSANCE TECHNOLOGIES LLC | $6,434,942 | 1.28% | 202,931 | Shares | Sole | 2026-05-14 | ||||
| Large HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $6,414,996 | 1.27% | 202,302 | Shares | Sole | 2026-05-15 | ||||
| Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC | $5,433,191 | 1.08% | 171,340 | Shares | Sole | 2026-05-15 | ||||
| Mega NORTHERN TRUST CORP Bank | $5,248,605 | 1.04% | 165,519 | Shares | Defined | 2026-05-14 | ||||
| Large LSV ASSET MANAGEMENT | $5,197,269 | 1.03% | 163,900 | Shares | Sole | 2026-05-11 | ||||
| Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $5,079,339 | 1.01% | 160,181 | Shares | Sole | 2026-05-15 | ||||
| Mega AQR CAPITAL MANAGEMENT LLC | $5,010,494 | 1.00% | 158,010 | Shares | Other | 2026-05-15 | ||||
| Small CANANDAIGUA NATIONAL CORP | $4,911,276 | 0.98% | 154,881 | Shares | Sole | 2026-04-08 | ||||
| Small Palisades Investment Partners, LLC | $4,645,641 | 0.92% | 146,504 | Shares | Sole | 2026-04-30 | ||||
| Mega VANGUARD FIDUCIARY TRUST CO Bank | $4,006,495 | 0.80% | 126,348 | Shares | Defined | 2026-05-08 | ||||
| Mega BANK OF AMERICA CORP /DE/ Bank | $3,795,401 | 0.75% | 119,691 | Shares | Defined | 2026-05-18 | ||||
| Small COURIER CAPITAL LLC | $3,716,443 | 0.74% | 117,201 | Shares | Sole | 2026-04-23 | ||||
| Small MALTESE CAPITAL MANAGEMENT LLC | $3,708,896 | 0.74% | 116,963 | Shares | Sole | 2026-05-15 | ||||
| Mega Bank of New York Mellon Corp Bank | $3,654,386 | 0.73% | 115,244 | Shares | Defined | 2026-05-05 | ||||
| Large Empowered Funds, LLC | $3,213,491 | 0.64% | 101,340 | Shares | Other | 2026-05-15 | ||||
| Mid Curi Capital, LLC | $3,171,539 | 0.63% | 100,017 | Shares | Sole | 2026-05-15 | ||||
| Small MENDON CAPITAL ADVISORS CORP | $3,171,000 | 0.63% | 100,000 | Shares | Sole | 2026-05-15 | ||||
| Mega AMERICAN CENTURY COMPANIES INC | $2,782,901 | 0.55% | 87,761 | Shares | Defined | 2026-05-15 | ||||
| Mega FMR LLC | $2,300,814 | 0.46% | 72,558 | Shares | Defined | 2026-05-15 | ||||
| Large Qube Research & Technologies Ltd | $2,144,991 | 0.43% | 67,644 | Shares | Sole | 2026-05-15 | ||||
| Large NEW YORK STATE COMMON RETIREMENT FUND Pension | $1,884,049 | 0.37% | 59,415 | Shares | Sole | 2026-05-06 | ||||
| Large COMMONWEALTH EQUITY SERVICES, LLC | $1,867,814 | 0.37% | 58,903 | Shares | Sole | 2026-04-27 | ||||
| Mega Nuveen, LLC | $1,802,934 | 0.36% | 56,857 | Shares | Defined | 2026-04-30 | ||||
| Large Verition Fund Management LLC | $1,662,206 | 0.33% | 52,419 | Shares | Sole | 2026-05-15 | ||||
| Large Thrivent Financial for Lutherans | $1,655,134 | 0.33% | 52,196 | Shares | Defined | 2026-05-01 | ||||
| Large SEI INVESTMENTS CO | $1,632,430 | 0.32% | 51,480 | Shares | Sole | 2026-05-13 | ||||
| Small BAYVIEW ASSET MANAGEMENT, LLC | $1,585,500 | 0.32% | 50,000 | Shares | Sole | 2026-05-15 | ||||
| Small Cutler Capital Management, LLC | $1,567,361 | 0.31% | 49,428 | Shares | Sole | 2026-05-15 | ||||
| Mid KENNEDY CAPITAL MANAGEMENT LLC | $1,469,695 | 0.29% | 46,348 | Shares | Sole | 2026-05-13 | ||||
| Large Universal- Beteiligungs- und Servicegesellschaft mbH | $1,464,240 | 0.29% | 46,176 | Shares | Defined | 2026-05-11 | ||||
| Small Numerai GP LLC | $1,389,627 | 0.28% | 43,823 | Shares | Sole | 2026-05-15 | ||||
| Mid SEGALL BRYANT & HAMILL, LLC | $1,373,518 | 0.27% | 43,315 | Shares | Sole | 2026-05-22 | ||||
| Mid MARTINGALE ASSET MANAGEMENT L P | $1,317,487 | 0.26% | 41,548 | Shares | Sole | 2026-05-13 | ||||
| Large Connor, Clark & Lunn Investment Management Ltd. | $1,270,048 | 0.25% | 40,052 | Shares | Sole | 2026-05-11 | ||||
| Mega VICTORY CAPITAL MANAGEMENT INC | $1,192,296 | 0.24% | 37,600 | Shares | Sole | 2026-05-15 | ||||
| Large Russell Investments Group, Ltd. | $1,110,039 | 0.22% | 35,006 | Shares | Defined | 2026-05-08 | ||||
| Mega Invesco Ltd. | $1,079,311 | 0.21% | 34,037 | Shares | Defined | 2026-05-12 | ||||
| Large Trexquant Investment LP | $1,067,548 | 0.21% | 33,666 | Shares | Sole | 2026-05-15 | ||||
| Mega FRANKLIN RESOURCES INC | $954,723 | 0.19% | 30,108 | Shares | Defined | 2026-05-13 | ||||
| Large Man Group plc | $949,429 | 0.19% | 29,941 | Shares | Defined | 2026-05-15 | ||||
| Mega Vanguard Global Advisers, LLC | $826,616 | 0.16% | 26,068 | Shares | Defined | 2026-05-08 | ||||
| Mega RHUMBLINE ADVISERS | $797,728 | 0.16% | 25,157 | Shares | Sole | 2026-05-12 | ||||
| Large ExodusPoint Capital Management, LP | $752,922 | 0.15% | 23,744 | Shares | Sole | 2026-05-14 | ||||
| Small Informed Momentum Co LLC | $711,350 | 0.14% | 22,433 | Shares | Sole | 2026-05-13 | ||||
| Mid Campbell & CO Investment Adviser LLC | $706,625 | 0.14% | 22,284 | Shares | Sole | 2026-05-15 | ||||
| Large Quantinno Capital Management LP | $650,086 | 0.13% | 20,501 | Shares | Sole | 2026-05-15 | ||||
| Large PRUDENTIAL FINANCIAL INC | $648,120 | 0.13% | 20,439 | Shares | Defined | 2026-05-13 | ||||
| Mid SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $638,354 | 0.13% | 20,131 | Shares | Sole | 2026-05-15 | ||||
| Large Creative Planning | $633,946 | 0.13% | 19,992 | Shares | Sole | 2026-05-12 | ||||
| Mega AMERIPRISE FINANCIAL INC | $616,030 | 0.12% | 19,427 | Shares | Defined | 2026-05-15 | ||||
| Large STRS OHIO | $596,148 | 0.12% | 18,800 | Shares | Sole | 2026-04-24 | ||||
| Mid GSA CAPITAL PARTNERS LLP | $571,699 | 0.11% | 18,029 | Shares | Sole | 2026-05-08 | ||||
| Mega MILLENNIUM MANAGEMENT LLC | $546,680 | 0.11% | 17,240 | Shares | Sole | 2026-05-15 | ||||
| Mega DEUTSCHE BANK AG\ Bank | $538,499 | 0.11% | 16,982 | Shares | Defined | 2026-05-06 | ||||
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | $526,639 | 0.10% | 16,608 | Shares | Other | 2026-05-15 | ||||
| Mega BNP PARIBAS ARBITRAGE, SA | $525,149 | 0.10% | 16,561 | Shares | Defined | 2026-05-12 | ||||
| Large ALPS ADVISORS INC | $519,092 | 0.10% | 16,370 | Shares | Defined | 2026-05-08 | ||||
| Large Rafferty Asset Management, LLC | $513,004 | 0.10% | 16,178 | Shares | Sole | 2026-05-15 | ||||
| Mega CITIGROUP INC | $489,760 | 0.10% | 15,445 | Shares | Defined | 2026-05-11 | ||||
| Mega PRICE T ROWE ASSOCIATES INC /MD/ | $486,494 | 0.10% | 15,342 | Shares | Defined | 2026-05-15 | ||||
| Mega BARCLAYS PLC | $388,098 | 0.08% | 12,239 | Shares | Defined | 2026-05-15 | ||||
| Large MARSHALL WACE, LLP | $374,462 | 0.07% | 11,809 | Shares | Other | 2026-05-15 | ||||
| Mid Graham Capital Management, L.P. | $373,512 | 0.07% | 11,779 | Shares | Sole | 2026-05-15 | ||||
| Mega HSBC HOLDINGS PLC | $368,819 | 0.07% | 11,631 | Shares | Defined | 2026-04-30 | ||||
| Mega CITADEL ADVISORS LLC | $363,364 | 0.07% | 11,459 | Shares | Defined | 2026-05-15 | ||||
| Large GREAT LAKES ADVISORS, LLC | $351,219 | 0.07% | 11,076 | Shares | Sole | 2026-05-12 | ||||
| Large MetLife Investment Management, LLC | $349,666 | 0.07% | 11,027 | Shares | Defined | 2026-05-14 | ||||
| Mega JANE STREET GROUP, LLC | $329,688 | 0.07% | 10,397 | Shares | Defined | 2026-05-12 | ||||
| Large IEQ CAPITAL, LLC | $314,690 | 0.06% | 9,924 | Shares | Other | 2026-05-15 | ||||
| Large CWM, LLC | $297,408 | 0.06% | 9,379 | Shares | Sole | 2026-05-14 | ||||
| Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund | $290,209 | 0.06% | 9,152 | Shares | Defined | 2026-05-15 | ||||
| Large Balyasny Asset Management L.P. | $289,322 | 0.06% | 9,124 | Shares | Sole | 2026-05-15 | ||||
| Small Stonebrook Private Inc. | $275,401 | 0.05% | 8,685 | Shares | Sole | 2026-05-11 | ||||
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | $256,851 | 0.05% | 8,100 | Put | Other | 2026-05-15 | ||||
| Small Daytona Street Capital LLC | $253,680 | 0.05% | 8,000 | Shares | Sole | 2026-04-10 | ||||
| Large Squarepoint Ops LLC | $239,537 | 0.05% | 7,554 | Shares | Defined | 2026-05-15 | ||||
| Mid CARY STREET PARTNERS FINANCIAL LLC | $236,239 | 0.05% | 7,450 | Shares | Defined | 2026-04-29 | ||||
| Mega WELLS FARGO & COMPANY/MN | $234,494 | 0.05% | 7,395 | Shares | Defined | 2026-05-11 | ||||
| Mid Brevan Howard Capital Management LP | $231,831 | 0.05% | 7,311 | Shares | Defined | 2026-05-15 | ||||
| Mega D. E. Shaw & Co., Inc. | $229,992 | 0.05% | 7,253 | Shares | Defined | 2026-05-15 | ||||
| No holders match your search. | ||||||||||