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 146 institutions that hold shares in the stock, with a total of 15.9 Million shares, which have been reported (via 13F filing form) to have a value of $464 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
|
$40.7 Million
0.0% of portfolio
|
Q2 2024
Added 6.53%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Feb 13, 2025 Q4 2024 |
971,659
shares
|
$28.3 Million
0.01% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
925,285
shares
|
$27 Million
0.0% of portfolio
|
Q4 2024
Added 13.02%
|
|
|
Wellington Management Group LLP
Boston, MA |
Feb 12, 2025 Q4 2024 |
670,355
shares
|
$19.5 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ategra Capital Management, LLC
Vienna, VA |
Feb 14, 2025 Q4 2024 |
572,075
shares
|
$16.7 Million
10.33% of portfolio
|
Q2 2024
Added 2.65%
|
|
|
Pl Capital Advisors, LLC
Naples, FL |
Feb 04, 2025 Q4 2024 |
497,751
shares
|
$14.5 Million
5.2% of portfolio
|
Q4 2024
Reduced 96.34%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
452,869
shares
|
$13.2 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
American Century Companies Inc
Kansas City, MO |
Feb 11, 2025 Q4 2024 |
424,825
shares
|
$12.4 Million
0.01% of portfolio
|
Q4 2024
Added 38.07%
|
|
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
Feb 14, 2025 Q4 2024 |
409,247
shares
|
$11.9 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
367,853
shares
|
$10.7 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
352,126
shares
|
$10.3 Million
0.67% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
351,280
shares
|
$10.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
350,131
shares
|
$10.2 Million
0.03% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Lsv Asset Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
339,057
shares
|
$9.89 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
330,623
shares
|
$9.64 Million
1.37% of portfolio
|
Q4 2022
Reduced 2.43%
|
|
|
Fourthstone LLC
St Louis, MO |
Feb 13, 2025 Q4 2024 |
318,254
shares
|
$9.28 Million
2.75% of portfolio
|
Q4 2024
Added 1463.9%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
306,900
shares
|
$8.95 Million
0.01% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Basswood Capital Management, L.L.C.
New York, NY |
Feb 14, 2025 Q4 2024 |
304,891
shares
|
$8.89 Million
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
293,379
shares
|
$8.55 Million
0.0% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
283,695
shares
|
$8.27 Million
0.78% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Rhino Investment Partners, Inc
West Conshohocken, PA |
Feb 14, 2025 Q4 2024 |
261,051
shares
|
$7.61 Million
1.64% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
237,489
shares
|
$6.93 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.08%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
231,010
shares
|
$6.74 Million
0.0% of portfolio
|
Q4 2024
Added 1409.87%
|
|
|
Azora Capital LP
Miami, FL |
Feb 14, 2025 Q4 2024 |
227,658
shares
|
$6.64 Million
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Maltese Capital Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
226,100
shares
|
$6.59 Million
1.0% of portfolio
|
Q4 2024
New holding
|