Financial Institutions FISI Institutional Ownership

NASDAQ FISI

$39.19 -0.12 (-0.31%)

At close: Oct 19, 2026 · 4:00 PM EDT

Institutions by Trading Activity

158 Institutions

Increased 100 63.3%

Unchanged 26 16.5%

Reduced 32 20.3%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

75.81%

▼-0.59 pp QoQ

Shares Held by Institutions

15.69Mn

of 20.70Mn outstanding

▼-0.77% QoQ

Shares Outstanding

20.70Mn

5.01Mn held outside 13F filers

Institutional Investors

158

filed 13F for Jun 2026

▲+8 vs prior quarter

Net Shares Added (QoQ)

-122.06K

distributed since last quarter

Value of Holdings

$616.28Mn

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

Updated Oct 11, 2026

Financial Institutions Inc (NASDAQ:FISI) counted 158 institutional investors among its 13F-reported shareholders for the quarter ended June 30, 2026.

These investors held 75.81% of Financial Institutions' outstanding shares at the end of Q2 2026, down from 76.40% in Q1 2026.
Total holdings of FISI shares fell 0.77% from Q1 2026, and the holder count rose 26.40% from Q2 2025.
Looking at the 158 holders of FISI individually, 100 added to their positions, 32 reduced their stakes and 26 left their positions unchanged.
Institutional investors held 15.69Mn shares of Financial Institutions in total at the end of Q2 2026, down 122.06K from the prior quarter and down 285.64K from a year earlier.
PL Capital Advisors, LLC held the largest position in FISI at 1.82Mn shares as of June 30, 2026, or 8.77% of shares outstanding.
Holders that added the most shares of Financial Institutions in Q2 2026 were American Century Companies Inc (+261.85K shares), BlackRock, Inc. (+189.19K shares), Two Sigma Investments, LP (+182.36K shares), JPMorgan Chase & Co (+162.06K shares) and Qube Research & Technologies Ltd (+126.19K shares).
Holders that trimmed the most shares of Financial Institutions in Q2 2026 while keeping a position were Wellington Management Group LLP (-837.51K shares), UBS Group AG (-190.01K shares), Adage Capital Partners GP, L.L.C. (-113.47K shares), Raymond James Financial Inc (-100.75K shares) and Renaissance Technologies LLC (-66.03K shares).
According to Business Quant data, the leading holders of FISI for Q2 2026 were PL Capital Advisors, LLC (1.82Mn shares), BlackRock, Inc. (1.67Mn shares), Dimensional Fund Advisors LP (1Mn shares), Vanguard Capital Management LLC (841.17K shares), Adage Capital Partners GP, L.L.C. (834.97K shares), Acadian Asset Management LLC (593.37K shares), State Street Corp (592.49K shares), Geode Capital Management, LLC (586.72K shares), Ategra Capital Management, LLC (564.1K shares) and Two Sigma Investments, LP (457.1K shares).

Form 13F Holdings

158 Institutional Holders

Report period 30 Jun, 2026

Total shares held 15.69Mn

Of outstanding 75.81%

#	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 158 holders