FINANCIAL INSTITUTIONS INC FISI
$39.02
-2.6% 52w: $23.63 – $40.07
Latest 13F among current holders filed 11 days ago (Jun 24, 2026)
Price — last 12 months
research preview data23.6331.8540.07
Jun 20, 2025 Jul 2, 2026
Institutional holders
151
+1 QoQ
13F value
$502.8M
+2.2% QoQ
Smart-money holders
6
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
puts only
— calls / $257K puts
Institutional value by quarter
Number of holders
Who owns FISI?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| PL Capital Advisors, LLC ★3 | Fundamental concentrated | 1.8M | $57.6M | 17.4% | +0.7% |
| BlackRock, Inc. | Index provider | 1.5M | $46.9M | 0.0% | +1.1% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 957.7K | $30.4M | 0.0% | +0.2% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Other | 948.4K | $30.1M | 0.0% | -2.4% |
| WELLINGTON MANAGEMENT GROUP LLP | Long only active | 900.5K | $28.6M | 0.0% | -14.2% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 835.5K | $26.5M | 0.0% | — |
| STATE STREET CORP | Index provider | 579.1K | $18.5M | 0.0% | +14.1% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 568.7K | $18.0M | 0.0% | +17.9% |
| Ategra Capital Management, LLC ★3 | Fundamental concentrated | 564.1K | $17.9M | 10.0% | -1.4% |
| ACADIAN ASSET MANAGEMENT LLC | Quant stat arb | 554.6K | $17.6M | 0.0% | +30.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 349.0K | $11.1M | 0.0% | New |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 274.7K | $8.7M | 0.0% | +68.0% |
| MORGAN STANLEY | Bank broker | 260.7K | $8.3M | 0.0% | -22.7% |
| ALLIANCEBERNSTEIN L.P. | Long only active | 253.2K | $7.9M | 0.0% | +5.5% |
| GOLDMAN SACHS GROUP INC | Bank broker | 245.2K | $7.8M | 0.0% | +14.3% |
| JPMORGAN CHASE & CO | Bank broker | 242.9K | $7.5M | 0.0% | -15.7% |
| Hillsdale Investment Management Inc. | Other | 233.1K | $7.4M | 0.2% | New |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 212.9K | $6.8M | 0.0% | — |
| ProShare Advisors LLC | Index provider | 204.3K | $6.5M | 0.0% | +4.5% |
| UBS Group AG | Bank broker | 203.0K | $6.4M | 0.0% | +677.9% |
| RENAISSANCE TECHNOLOGIES LLC | Quant stat arb | 202.9K | $6.4M | 0.0% | -25.2% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Other | 202.3K | $6.4M | 0.0% | -44.0% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Diversified mechanical | 171.3K | $5.4M | 0.1% | +4.8% |
| NORTHERN TRUST CORP | Index provider | 165.5K | $5.2M | 0.0% | +3.3% |
| LSV ASSET MANAGEMENT | Other | 163.9K | $5.2M | 0.0% | -2.1% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 160.2K | $5.1M | 0.0% | -5.1% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 158.0K | $5.0M | 0.0% | +67.1% |
| CANANDAIGUA NATIONAL CORP | Other | 154.9K | $4.9M | 0.4% | — |
| Palisades Investment Partners, LLC ★3 | Fundamental concentrated | 146.5K | $4.7M | 1.8% | +3.9% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 126.3K | $4.0M | 0.0% | — |
| BANK OF AMERICA CORP /DE/ | Bank broker | 119.7K | $3.8M | 0.0% | +101.3% |
| COURIER CAPITAL LLC | Wealth advisor | 117.2K | $3.7M | 0.2% | +1.1% |
| MALTESE CAPITAL MANAGEMENT LLC | Other | 117.0K | $3.7M | 0.7% | -19.3% |
| Bank of New York Mellon Corp | Diversified mechanical | 115.2K | $3.7M | 0.0% | -5.1% |
| Empowered Funds, LLC | Diversified mechanical | 101.3K | $3.2M | 0.0% | New |
| Curi Capital, LLC | Other | 100.0K | $3.2M | 0.1% | 0.0% |
| MENDON CAPITAL ADVISORS CORP ★3 | Fundamental concentrated | 100.0K | $3.2M | 1.2% | Held |
| AMERICAN CENTURY COMPANIES INC | Diversified mechanical | 87.8K | $2.8M | 0.0% | +62.1% |
| FMR LLC | Long only active | 72.6K | $2.3M | 0.0% | +19.4% |
| Qube Research & Technologies Ltd | Quant stat arb | 67.6K | $2.1M | 0.0% | New |
| NEW YORK STATE COMMON RETIREMENT FUND | Diversified mechanical | 59.4K | $1.9M | 0.0% | Held |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 58.9K | $1.9M | 0.0% | -83.4% |
| Nuveen, LLC | Diversified mechanical | 56.9K | $1.8M | 0.0% | +53.6% |
| Verition Fund Management LLC | Multistrat pod | 52.4K | $1.7M | 0.0% | -46.1% |
| Thrivent Financial for Lutherans | Diversified mechanical | 52.2K | $1.7M | 0.0% | Held |
| SEI INVESTMENTS CO | Diversified mechanical | 51.5K | $1.6M | 0.0% | +205.0% |
| BAYVIEW ASSET MANAGEMENT, LLC ★2 | Fundamental concentrated | 50.0K | $1.6M | 1.3% | Held |
| Cutler Capital Management, LLC ★2 | Fundamental diversified | 49.4K | $1.6M | 0.5% | Held |
| KENNEDY CAPITAL MANAGEMENT LLC | Other | 46.3K | $1.5M | 0.0% | Held |
| Universal- Beteiligungs- und Servicegesellschaft mbH | Diversified mechanical | 46.2K | $1.5M | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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