Financial Institutions Inc (FISI) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

20,315,152Shares Outstanding

1,098,275Shares held by institutions

$38,198,005Value of institutional holdings

77.33%Institutional ownership %

-1.07%Shares Changed QoQ

143No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

The institutional landscape for Financial Institutions Inc (NASDAQ:FISI) includes 143 filers as of the latest reporting cycle ending December 2025.

Institutional ownership in Financial Institutions edged down to 77.3% in December 2025, compared to 80.3% in September 2025.
Quarterly data indicates a -1.07% shift in institutional share volume, and the annual owner count reflects a decrease of 1.38%.
During the quarter, 64 institutions bought more Financial Institutions shares, 54 sold shares, and 25 of the 143 total investors held their position steady.
The aggregate institutional position in Financial Institutions now stands at 15.71Mn shares as of December 2025, after investors decreased their holdings (down by 170.39K shares quarter on quarter which is down 13.74Mn shares year over year).
With 1.80Mn shares, PL Capital Advisors, LLC commands the largest institutional position in Financial Institutions as of December 31, 2025, equating to 8.87% of the company.
Among the most significant buyers of Financial Institutions during December 2025 were WELLINGTON MANAGEMENT GROUP LLP (312.47K), ADAGE CAPITAL PARTNERS GP, L.L.C. (160.82K), ACADIAN ASSET MANAGEMENT LLC (150.64K), MORGAN STANLEY (72.56K), VANGUARD GROUP INC (61.60K).
Leading sellers of Financial Institutions stock in December 2025 included Verition Fund Management LLC (266.93K), ProShare Advisors LLC (264.29K), MILLENNIUM MANAGEMENT LLC (172.92K), JPMORGAN CHASE & CO (89.66K), Fourthstone LLC (67.70K).
The top 10 institutional holders of Financial Institutions for the quarter ending December 2025 included PL Capital Advisors, LLC (1.80Mn), BlackRock, Inc. (1.46Mn), VANGUARD GROUP INC (1.16Mn), WELLINGTON MANAGEMENT GROUP LLP (1.05Mn), ADAGE CAPITAL PARTNERS GP, L.L.C. (972.04K), DIMENSIONAL FUND ADVISORS LP (955.91K), Ategra Capital Management, LLC (572.08K), STATE STREET CORP (507.39K), GEODE CAPITAL MANAGEMENT, LLC (482.15K), ACADIAN ASSET MANAGEMENT LLC (426.04K).

143 Institutional Holders

1,098,275 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
PL Capital Advisors, LLC	31 Dec, 2025	1,802,791	27,905	1.57%	$56,192,995.00
BlackRock, Inc.	31 Dec, 2025	1,461,503	10,693	0.74%	$45,555,035.00
VANGUARD GROUP INC	31 Dec, 2025	1,157,026	61,598	5.62%	$36,064,500.00
WELLINGTON MANAGEMENT GROUP LLP	31 Dec, 2025	1,049,295	312,470	42.41%	$32,706,525.00
ADAGE CAPITAL PARTNERS GP, L.L.C.	31 Dec, 2025	972,043	160,825	19.83%	$30,298,580.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	955,906	4,801	0.50%	$29,795,803.00
Ategra Capital Management, LLC	31 Dec, 2025	572,075	0	0.00%	$17,831,578.00
STATE STREET CORP	31 Dec, 2025	507,389	-37,265	-6.84%	$15,984,201.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	482,155	-3,834	-0.79%	$15,032,614.00
ACADIAN ASSET MANAGEMENT LLC	31 Dec, 2025	426,036	150,642	54.70%	$13,275.00
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	31 Dec, 2025	361,452	-3,660	-1.00%	$11,266,459.00
COMMONWEALTH EQUITY SERVICES, LLC	31 Dec, 2025	355,476	21,190	6.34%	$11,080,180.00
MORGAN STANLEY	31 Dec, 2025	337,488	72,559	27.39%	$10,519,554.00
JPMORGAN CHASE & CO	31 Dec, 2025	288,077	-89,663	-23.74%	$8,979,359.00
RENAISSANCE TECHNOLOGIES LLC	31 Dec, 2025	271,300	-40,192	-12.90%	$8,456,421.00
Fourthstone LLC	31 Dec, 2025	254,501	-67,701	-21.01%	$7,932,796.00
ALLIANCEBERNSTEIN L.P.	31 Dec, 2025	240,126	20,210	9.19%	$7,484,727.00
Rhino Investment Partners, Inc	31 Dec, 2025	215,887	-4,358	-1.98%	$6,729,198.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	214,584	-5,032	-2.29%	$6,688,583.00
ProShare Advisors LLC	31 Dec, 2025	195,512	-264,286	-57.48%	$6,094,109.00

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