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 126 institutions that hold shares in the stock, with a total of 12.5 Million shares, which have been reported (via 13F filing form) to have a value of $329 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pl Capital Advisors, LLC
Naples, FL |
Oct 29, 2024 Q3 2024 |
1,771,516
shares
|
$46.7 Million
16.77% of portfolio
|
Q3 2024
Added 407.96%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,397,240
shares
|
$36.9 Million
0.0% of portfolio
|
Q2 2024
Added 6.53%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 07, 2024 Q3 2024 |
956,926
shares
|
$25.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
818,673
shares
|
$21.6 Million
0.0% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Ategra Capital Management, LLC
Vienna, VA |
Nov 13, 2024 Q3 2024 |
572,075
shares
|
$15.1 Million
10.35% of portfolio
|
Q3 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
453,352
shares
|
$12 Million
0.02% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
354,685
shares
|
$9.36 Million
0.0% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
350,239
shares
|
$9.24 Million
0.62% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Lsv Asset Management
Chicago, IL |
Nov 12, 2024 Q3 2024 |
344,957
shares
|
$9.1 Million
0.02% of portfolio
|
Q4 2023
Reduced 5.27%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
340,707
shares
|
$8.99 Million
0.03% of portfolio
|
Q3 2024
Added 5.07%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
330,623
shares
|
$8.72 Million
1.37% of portfolio
|
Q4 2022
Reduced 2.43%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2024 Q3 2024 |
307,683
shares
|
$8.12 Million
0.0% of portfolio
|
Q3 2024
Added 14.99%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
293,500
shares
|
$7.74 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.73%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 03, 2024 Q3 2024 |
289,860
shares
|
$7.65 Million
0.71% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
283,707
shares
|
$7.48 Million
0.0% of portfolio
|
Q3 2024
Added 6.53%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
252,853
shares
|
$6.67 Million
0.0% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
194,766
shares
|
$5.14 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
189,224
shares
|
$4.99 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
184,767
shares
|
$4.87 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
183,048
shares
|
$4.83 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.2%
|
|
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
145,058
shares
|
$3.83 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.88%
|
|
|
River Oaks Capital LLC
Wayzata, MN |
Oct 27, 2023 Q3 2023 |
139,000
shares
|
$3.67 Million
3.87% of portfolio
|
Q3 2023
Added 2.43%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
136,450
shares
|
$3.6 Million
0.08% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
124,428
shares
|
$3.28 Million
0.0% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Nov 14, 2024 Q3 2024 |
123,825
shares
|
$3.27 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.3%
|