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 107 institutions that hold shares in the stock, with a total of 9.97 Million shares, which have been reported (via 13F filing form) to have a value of $176 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
1,311,645
shares
|
$23.1 Million
0.0% of portfolio
|
Q1 2024
Reduced 4.91%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 10, 2024 Q1 2024 |
1,023,334
shares
|
$18 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.38%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 10, 2024 Q1 2024 |
784,928
shares
|
$13.8 Million
0.0% of portfolio
|
Q1 2024
Added 2.14%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
453,752
shares
|
$7.99 Million
0.01% of portfolio
|
Q1 2024
Reduced 20.86%
|
|
|
Lsv Asset Management
Chicago, IL |
May 06, 2024 Q1 2024 |
344,957
shares
|
$6.07 Million
0.01% of portfolio
|
Q4 2023
Reduced 5.27%
|
|
|
Courier Capital LLC
|
Apr 15, 2024 Q1 2024 |
338,686
shares
|
$5.96 Million
0.47% of portfolio
|
Q1 2024
Added 55.75%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2024 Q1 2024 |
334,297
shares
|
$5.89 Million
0.0% of portfolio
|
Q1 2024
Added 2.75%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
330,623
shares
|
$5.82 Million
1.37% of portfolio
|
Q4 2022
Reduced 2.43%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 13, 2024 Q1 2024 |
305,100
shares
|
$5.37 Million
0.01% of portfolio
|
Q1 2024
Reduced 13.67%
|
|
|
Pl Capital Advisors, LLC
Naples, FL |
May 01, 2024 Q1 2024 |
301,281
shares
|
$5.31 Million
2.33% of portfolio
|
Q1 2024
Added 59.58%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Apr 01, 2024 Q1 2024 |
300,672
shares
|
$5.29 Million
0.9% of portfolio
|
Q1 2024
Reduced 2.24%
|
|
|
Acadian Asset Management LLC
Boston, MA |
May 10, 2024 Q1 2024 |
298,398
shares
|
$5.25 Million
0.02% of portfolio
|
Q1 2024
Added 27.67%
|
|
|
State Street Corp
Boston, MA |
May 15, 2024 Q1 2024 |
269,197
shares
|
$4.74 Million
0.0% of portfolio
|
Q1 2024
Reduced 2.85%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 14, 2024 Q1 2024 |
242,137
shares
|
$4.26 Million
0.0% of portfolio
|
Q1 2024
Added 15.83%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
216,498
shares
|
$3.81 Million
0.0% of portfolio
|
Q1 2024
Added 13.42%
|
|
|
Basswood Capital Management, L.L.C.
New York, NY |
May 15, 2024 Q1 2024 |
211,112
shares
|
$3.72 Million
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
Prudential Financial Inc
Newark, NJ |
May 14, 2024 Q1 2024 |
204,848
shares
|
$3.61 Million
0.01% of portfolio
|
Q1 2024
Reduced 5.05%
|
|
|
Northern Trust Corp
Chicago, IL |
May 14, 2024 Q1 2024 |
200,727
shares
|
$3.53 Million
0.0% of portfolio
|
Q1 2024
Reduced 6.56%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 13, 2024 Q1 2024 |
181,779
shares
|
$3.2 Million
0.31% of portfolio
|
Q1 2024
New holding
|
|
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
May 14, 2024 Q1 2024 |
154,808
shares
|
$2.73 Million
0.01% of portfolio
|
Q1 2024
Reduced 3.97%
|
|
|
River Oaks Capital LLC
Wayzata, MN |
Oct 27, 2023 Q3 2023 |
139,000
shares
|
$2.45 Million
3.87% of portfolio
|
Q3 2023
Added 2.43%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
May 15, 2024 Q1 2024 |
135,071
shares
|
$2.38 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.87%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 08, 2024 Q1 2024 |
121,952
shares
|
$2.15 Million
0.0% of portfolio
|
Q1 2024
Added 1.96%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
May 15, 2024 Q1 2024 |
108,600
shares
|
$1.91 Million
0.04% of portfolio
|
Q1 2024
Added 4.2%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
102,344
shares
|
$1.8 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.63%
|
|