Institutional Ownership Financial Institutions Inc (FISI)
This table provides information about the institutional ownership of Financial Institutions Inc (FISI). We have compiled data on the 140 institutions that hold shares in the stock, with a total of 17 Million shares, which have been reported (via 13F filing form) to have a value of $458 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,397,240
shares
|
$37.7 Million
0.0% of portfolio
|
Q2 2024
Added 6.53%
|
|
|
Pl Capital Advisors, LLC
Naples, FL |
May 13, 2025 Q1 2025 |
1,261,010
shares
|
$34 Million
11.82% of portfolio
|
Q1 2025
Added 153.34%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
1,060,813
shares
|
$28.6 Million
0.01% of portfolio
|
Q1 2025
Added 9.18%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
1,031,395
shares
|
$27.8 Million
0.0% of portfolio
|
Q1 2025
Added 11.47%
|
|
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
May 15, 2025 Q1 2025 |
775,171
shares
|
$20.9 Million
0.04% of portfolio
|
Q1 2025
Added 89.41%
|
|
|
Wellington Management Group LLP
Boston, MA |
May 13, 2025 Q1 2025 |
612,133
shares
|
$16.5 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ategra Capital Management, LLC
Vienna, VA |
May 15, 2025 Q1 2025 |
572,075
shares
|
$15.4 Million
11.1% of portfolio
|
Q2 2024
Added 2.65%
|
|
|
Fourthstone LLC
St Louis, MO |
May 13, 2025 Q1 2025 |
547,087
shares
|
$14.7 Million
6.3% of portfolio
|
Q1 2025
Added 71.9%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
450,491
shares
|
$12.1 Million
0.06% of portfolio
|
Q1 2025
Added 22.46%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
450,095
shares
|
$12.1 Million
0.0% of portfolio
|
Q1 2025
Added 28.13%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
413,304
shares
|
$11.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.74%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
379,204
shares
|
$10.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.74%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
352,584
shares
|
$9.5 Million
0.59% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
350,131
shares
|
$9.44 Million
0.03% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
348,478
shares
|
$9.39 Million
0.03% of portfolio
|
Q1 2025
Added 132.85%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
330,653
shares
|
$8.91 Million
0.0% of portfolio
|
Q1 2025
Added 437.79%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
330,623
shares
|
$8.91 Million
1.37% of portfolio
|
Q4 2022
Reduced 2.43%
|
|
|
Lsv Asset Management
Chicago, IL |
May 08, 2025 Q1 2025 |
325,757
shares
|
$8.78 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.92%
|
|
|
Rhino Investment Partners, Inc
West Conshohocken, PA |
May 14, 2025 Q1 2025 |
313,082
shares
|
$8.44 Million
1.97% of portfolio
|
Q1 2025
Added 19.93%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
311,181
shares
|
$8.39 Million
0.0% of portfolio
|
Q1 2025
Added 6.07%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
302,900
shares
|
$8.16 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Apr 25, 2025 Q1 2025 |
280,045
shares
|
$7.55 Million
0.71% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Maltese Capital Management LLC
New York, NY |
May 14, 2025 Q1 2025 |
226,100
shares
|
$6.09 Million
0.98% of portfolio
|
Q4 2024
New holding
|
|
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
May 01, 2025 Q1 2025 |
225,500
shares
|
$6.08 Million
1.13% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
223,857
shares
|
$6.03 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.74%
|