Financial Institutions FISI Institutional Ownership

NASDAQ FISI

$40.23 -0.10 (-0.25%)

As of: Sep 22, 2026 · 1:43 PM EDT

Institutions by Trading Activity

159 Institutions

Increased 100 62.9%

Unchanged 26 16.4%

Reduced 33 20.8%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

76.60%

▼-0.37 pp QoQ

Shares Held by Institutions

15.86Mn

of 20.70Mn outstanding

▲+3.49% QoQ

Shares Outstanding

20.70Mn

4.84Mn held outside 13F filers

Institutional Investors

159

filed 13F for Jun 2026

▲+9 vs prior quarter

Net Shares Added (QoQ)

+535.37K

accumulated since last quarter

Value of Holdings

$644.37Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Financial Institutions Inc (NASDAQ:FISI) appears in 159 institutional 13F filings for the quarter ending June 2026.

These investors collectively held 76.6% of Financial Institutions's outstanding shares in June 2026, down from 77.0% in March 2026.
They increased total shares held in FISI by 3.49% quarter over quarter, and investors in Financial Institutions increased 25.2% from a year ago.
Of these 159 funds, 100 grew their exposure to Financial Institutions, 33 cut back, and 26 maintained positions.
The aggregate institutional position in Financial Institutions amounted to 15.86Mn shares as of June 2026, up by 535.37K shares quarter on quarter, and down 384.92K shares year over year.
As of June 30, 2026, the biggest holder of Financial Institutions is PL Capital Advisors, LLC at 1.82Mn shares, representing 8.77% of shares outstanding.
The largest buyers of Financial Institutions for the quarter ending June 2026 were AMERICAN CENTURY COMPANIES INC (261.85K), BlackRock, Inc. (189.19K), TWO SIGMA INVESTMENTS, LP (182.36K), Sixth Street Partners Management Company, L.P. (162.21K), Jpmorgan Chase & Co (162.06K).
The largest sellers of Financial Institutions for the quarter ending June 2026 were WELLINGTON MANAGEMENT GROUP LLP (837.51K), UBS Group AG (190.01K), COURIER CAPITAL LLC (115.27K), ADAGE CAPITAL PARTNERS GP, L.L.C. (113.47K), Raymond James Financial Inc (100.74K).
Per Business Quant, the top 10 investors in FISI for the quarter ending June 2026 include PL Capital Advisors, LLC (1.82Mn), BlackRock, Inc. (1.67Mn), DIMENSIONAL FUND ADVISORS LP (1.0Mn), VANGUARD CAPITAL MANAGEMENT LLC (841.17K), ADAGE CAPITAL PARTNERS GP, L.L.C. (834.97K), ACADIAN ASSET MANAGEMENT LLC (593.37K), State Street Corp (592.49K), GEODE CAPITAL MANAGEMENT, LLC (586.72K), Ategra Capital Management, LLC (564.1K), TWO SIGMA INVESTMENTS, LP (457.1K).

Form 13F Holdings

159 Institutional Holders

Report period 30 Jun, 2026

Total shares held 15.86Mn

Of outstanding 76.60%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	PL Capital Advisors, LLC	0001569147	1,816,102	8.77%	0	0.00%	$70.77Mn
2	BlackRock, Inc.	0002012383	1,667,260	8.05%	▲189,188	+12.80%	$64.97Mn
3	DIMENSIONAL FUND ADVISORS LP	0000354204	1,002,481	4.84%	▲44,814	+4.68%	$39.07Mn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	841,166	4.06%	▲5,628	+0.67%	$32.78Mn
5	ADAGE CAPITAL PARTNERS GP, L.L.C.	0001165408	834,969	4.03%	▼113,472	-11.96%	$32.54Mn
6	ACADIAN ASSET MANAGEMENT LLC	0000916542	593,367	2.87%	▲38,763	+6.99%	$23.12K
7	State Street Corp	0000093751	592,493	2.86%	▲13,374	+2.31%	$23.27Mn
8	GEODE CAPITAL MANAGEMENT, LLC	0001214717	586,724	2.83%	▲18,028	+3.17%	$22.87Mn
9	Ategra Capital Management, LLC	0001741369	564,100	2.73%	0	0.00%	$21.98Mn
10	TWO SIGMA INVESTMENTS, LP	0001179392	457,098	2.21%	▲182,358	+66.37%	$17.81Mn
11	Jpmorgan Chase & Co	0000019617	404,980	1.96%	▲162,059	+66.71%	$15.73Mn
12	AMERICAN CENTURY COMPANIES INC	0000748054	349,611	1.69%	▲261,850	+298.37%	$13.62Mn
13	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	263,033	1.27%	▲50,106	+23.53%	$10.25Mn
14	AQR CAPITAL MANAGEMENT LLC	0001167557	251,498	1.21%	▲93,488	+59.17%	$9.80Mn
15	Hillsdale Investment Management Inc.	0001368465	249,200	1.20%	▲16,120	+6.92%	$9.71Mn
16	Raymond James Financial Inc	0000720005	248,283	1.20%	▼100,745	-28.86%	$9.68Mn
17	ALLIANCEBERNSTEIN L.P.	0001109448	245,258	1.18%	▼7,968	-3.15%	$7.78Mn
18	Morgan Stanley	0000895421	234,920	1.13%	▼25,807	-9.90%	$9.15Mn
19	Goldman Sachs Group Inc	0000886982	216,109	1.04%	▼29,066	-11.86%	$8.42Mn
20	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0001164833	199,502	0.96%	▼2,800	-1.38%	$7.77Mn

Showing 1 to 20 of 159 holders