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 133 institutions that hold shares in the stock, with a total of 16.8 Million shares, which have been reported (via 13F filing form) to have a value of $438 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
|
$36.3 Million
0.0% of portfolio
|
Q2 2024
Added 6.53%
|
|
|
Pl Capital Advisors, LLC
Naples, FL |
Aug 05, 2025 Q2 2025 |
1,361,510
shares
|
$35.4 Million
13.32% of portfolio
|
Q2 2025
Added 7.97%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
1,055,188
shares
|
$27.4 Million
0.0% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
1,005,153
shares
|
$26.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.25%
|
|
|
Fourthstone LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
846,661
shares
|
$22 Million
6.46% of portfolio
|
Q2 2025
Added 54.76%
|
|
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
Aug 14, 2025 Q2 2025 |
778,821
shares
|
$20.2 Million
0.04% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Ategra Capital Management, LLC
Vienna, VA |
Aug 14, 2025 Q2 2025 |
572,075
shares
|
$14.9 Million
11.63% of portfolio
|
Q2 2024
Added 2.65%
|
|
|
Wellington Management Group LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
549,527
shares
|
$14.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.23%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
523,730
shares
|
$13.6 Million
0.0% of portfolio
|
Q2 2025
Added 68.3%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
477,865
shares
|
$12.4 Million
0.0% of portfolio
|
Q2 2025
Added 6.17%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
418,022
shares
|
$10.9 Million
0.01% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
405,319
shares
|
$10.5 Million
0.05% of portfolio
|
Q2 2025
Reduced 10.03%
|
|
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
384,248
shares
|
$9.99 Million
0.03% of portfolio
|
Q2 2025
Added 10.26%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
330,653
shares
|
$8.6 Million
0.0% of portfolio
|
Q1 2025
Added 437.79%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
330,623
shares
|
$8.6 Million
1.37% of portfolio
|
Q4 2022
Reduced 2.43%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
301,000
shares
|
$7.83 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
279,830
shares
|
$7.28 Million
0.68% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Aug 07, 2025 Q2 2025 |
266,544
shares
|
$6.93 Million
0.01% of portfolio
|
Q2 2025
Reduced 13.51%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
252,523
shares
|
$6.57 Million
0.4% of portfolio
|
Q2 2025
Reduced 28.38%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
251,521
shares
|
$6.54 Million
0.0% of portfolio
|
Q2 2025
Added 12.36%
|
|
|
American Century Companies Inc
Kansas City, MO |
Aug 12, 2025 Q2 2025 |
251,336
shares
|
$6.53 Million
0.0% of portfolio
|
Q2 2025
Reduced 33.72%
|
|
|
Pro Share Advisors LLC
|
Aug 07, 2025 Q2 2025 |
236,320
shares
|
$6.14 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Lsv Asset Management
Chicago, IL |
Aug 11, 2025 Q2 2025 |
236,037
shares
|
$6.14 Million
0.01% of portfolio
|
Q2 2025
Reduced 27.54%
|
|
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
May 01, 2025 Q1 2025 |
225,500
shares
|
$5.86 Million
1.13% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Rhino Investment Partners, Inc
West Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
220,245
shares
|
$5.73 Million
1.55% of portfolio
|
Q2 2025
Added 129.33%
|