FISI · Financial Institutions Inc
$41.25
-0.91 (-2.16%)
At close · Jul 29
Market Cap
$812.06M
Shares
19.69M
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.
The Jun 30, 2026 filing window is
still open — showing the latest known positions. Funds that have not filed yet
carry their prior-quarter positions; a fund that filed without this stock counts
as sold out.
Holders: 154
Total Value: $505,356,621
Total Shares: 15,833,768
Showing 1–100
of 155 holdings by value
· page 1 of 2
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 150 13F filersTop Holder
11.6%
of institutional value
Top 5
39.0%
of institutional value
Top 10
58.8%
of institutional value
HHI
453
Broadly held
| Holder | Value (USD) | % of 13F | Shares | Type | Discretion | Filed | Open | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Small PL Capital Advisors, LLC | $57,588,594 | 11.40% | 1,816,102 | Shares | Sole | 2026-05-07 | ||||
| Mega BlackRock, Inc. | $46,869,659 | 9.27% | 1,478,072 | Shares | Sole | 2026-05-13 | ||||
| Mega DIMENSIONAL FUND ADVISORS LP | $30,367,618 | 6.01% | 957,667 | Shares | Sole | 2026-05-07 | ||||
| Large ADAGE CAPITAL PARTNERS GP, L.L.C. | $30,075,064 | 5.95% | 948,441 | Shares | Sole | 2026-05-15 | ||||
| Mega WELLINGTON MANAGEMENT GROUP LLP | $28,554,632 | 5.65% | 900,493 | Shares | Defined | 2026-05-15 | ||||
| Mega VANGUARD CAPITAL MANAGEMENT LLC | $26,494,909 | 5.24% | 835,538 | Shares | Defined | 2026-05-15 | ||||
| Mega STATE STREET CORP | $18,363,863 | 3.63% | 579,119 | Shares | Defined | 2026-05-15 | ||||
| Mega GEODE CAPITAL MANAGEMENT, LLC | $18,033,349 | 3.57% | 568,696 | Shares | Defined | 2026-05-15 | ||||
| Small Ategra Capital Management, LLC | $17,887,611 | 3.54% | 564,100 | Shares | Sole | 2026-05-15 | ||||
| Large ACADIAN ASSET MANAGEMENT LLC | $17,586,492 | 3.48% | 554,604 | Shares | Defined | 2026-05-13 | ||||
| Mega RAYMOND JAMES FINANCIAL INC | $11,067,677 | 2.19% | 349,028 | Shares | Defined | 2026-05-14 | ||||
| Mega TWO SIGMA INVESTMENTS, LP | $8,712,005 | 1.72% | 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 | 1.59% | 253,226 | Shares | Defined | 2026-05-15 | ||||
| Mega GOLDMAN SACHS GROUP INC | $7,774,499 | 1.54% | 245,175 | Shares | Defined | 2026-05-15 | ||||
| Mega JPMORGAN CHASE & CO | $7,703,022 | 1.52% | 242,921 | Shares | Other | 2026-05-13 | ||||
| Mid Hillsdale Investment Management Inc. | $7,390,966 | 1.46% | 233,080 | Shares | Sole | 2026-05-04 | ||||
| Large ProShare Advisors LLC | $6,476,957 | 1.28% | 204,256 | Shares | Sole | 2026-04-27 | ||||
| Mega UBS Group AG | $6,438,271 | 1.27% | 203,036 | Shares | Defined | 2026-05-05 | ||||
| Large RENAISSANCE TECHNOLOGIES LLC | $6,434,942 | 1.27% | 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 | ||||
| Small CANANDAIGUA NATIONAL BANK & TRUST CO Bank | $6,005,510 | 1.19% | 154,106 | Shares | Sole | 2026-07-07 | ||||
| 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 | 0.99% | 158,010 | Shares | Other | 2026-05-15 | ||||
| Small CANANDAIGUA NATIONAL CORP | $4,911,276 | 0.97% | 154,881 | Shares | Sole | 2026-04-08 | ||||
| Small Palisades Investment Partners, LLC | $4,645,641 | 0.92% | 146,504 | Shares | Sole | 2026-04-30 | ||||
| Small COURIER CAPITAL LLC | $4,642,613 | 0.92% | 119,133 | Shares | Sole | 2026-07-16 | ||||
| Mega VANGUARD FIDUCIARY TRUST CO Bank | $4,006,495 | 0.79% | 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 MALTESE CAPITAL MANAGEMENT LLC | $3,708,896 | 0.73% | 116,963 | Shares | Sole | 2026-05-15 | ||||
| Mega Bank of New York Mellon Corp Bank | $3,654,386 | 0.72% | 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 | ||||
| Large NEW YORK STATE COMMON RETIREMENT FUND Pension | $2,416,724 | 0.48% | 62,015 | Shares | Sole | 2026-07-29 | ||||
| Mega FMR LLC | $2,300,814 | 0.46% | 72,558 | Shares | Defined | 2026-05-15 | ||||
| Large COMMONWEALTH EQUITY SERVICES, LLC | $2,249,387 | 0.45% | 57,721 | Shares | Sole | 2026-07-29 | ||||
| Large Qube Research & Technologies Ltd | $2,144,991 | 0.42% | 67,644 | Shares | Sole | 2026-05-15 | ||||
| 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 | 0.31% | 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 | 0.27% | 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 | ||||
| Large ALPS ADVISORS INC | $645,810 | 0.13% | 16,572 | Shares | Defined | 2026-07-29 | ||||
| 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 | ||||
| Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $550,178 | 0.11% | 14,118 | Shares | Sole | 2026-07-15 | ||||
| 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 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 | ||||
| Mid Sterling Capital Management LLC | $299,562 | 0.06% | 7,687 | Shares | Sole | 2026-07-28 | ||||
| Large CWM, LLC | $297,408 | 0.06% | 9,379 | Shares | Sole | 2026-05-14 | ||||
| Mid CARY STREET PARTNERS FINANCIAL LLC | $290,326 | 0.06% | 7,450 | Shares | Defined | 2026-07-17 | ||||
| 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 | ||||
| Mega WELLS FARGO & COMPANY/MN | $234,494 | 0.05% | 7,395 | Shares | Defined | 2026-05-11 | ||||
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