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 |
|---|---|---|---|---|---|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
6,199
shares
|
$167,063
0.0% of portfolio
|
Q1 2025
Reduced 16.43%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
May 09, 2025 Q1 2025 |
3,702
shares
|
$99,768
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
3,020
shares
|
$81,389
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
2,870
shares
|
$77,346
0.0% of portfolio
|
Q1 2025
Added 24.73%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
1,936
shares
|
$52,175
0.0% of portfolio
|
Q1 2025
Added 42.35%
|
|
|
Legal & General Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
1,592
shares
|
$42,904
0.0% of portfolio
|
Q1 2025
Added 10.79%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,435
shares
|
$38,673
0.0% of portfolio
|
Q1 2020
Reduced 27.87%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
1,173
shares
|
$31,612
0.0% of portfolio
|
Q1 2025
Reduced 54.39%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
May 15, 2025 Q1 2025 |
1,100
shares
|
$29,645
0.0% of portfolio
|
Q2 2024
Reduced 27.96%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
May 15, 2025 Q1 2025 |
938
shares
|
$25,279
0.0% of portfolio
|
Q1 2025
Added 14.25%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
692
shares
|
$18,649
0.0% of portfolio
|
Q1 2025
Reduced 24.54%
|
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
660
shares
|
$17,787
0.0% of portfolio
|
Q1 2025
Added 22.45%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
630
shares
|
$16,978
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clear Street Markets LLC
|
May 13, 2025 Q1 2025 |
604
shares
|
$16,277
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
537
shares
|
$14,472
0.0% of portfolio
|
Q2 2024
Added 383.78%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
500
shares
|
$13,475
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
475
shares
|
$12,801
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
345
shares
|
$9,297
0.0% of portfolio
|
Q1 2025
Reduced 64.06%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
330
shares
|
$8,893
0.0% of portfolio
|
Q1 2025
Reduced 32.24%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
305
shares
|
$8,219
0.0% of portfolio
|
Q1 2025
Added 7.02%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
278
shares
|
$7,492
0.0% of portfolio
|
Q1 2025
Added 32.38%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
274
shares
|
$7,384
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
250
shares
|
$6,737
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
223
shares
|
$6,009
0.0% of portfolio
|
Q1 2025
Added 10.95%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
200
shares
|
$5,390
0.0% of portfolio
|
Q1 2024
New holding
|