FISI Institutional Ownership & Shareholders
FINANCIAL INSTITUTIONS INC (FISI) is currently held by 161 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $617.66M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Pl Capital Advisors, Llc is currently the largest disclosed institutional shareholder of FISI tracked by InsiderSet, reporting ownership valued at approximately $70.77M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $71.50M, representing an estimated gain of +1.03% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% of the total disclosed FISI value among the investors covered in this analysis. Major shareholders include Pl Capital Advisors, Llc, Blackrock, Inc., Dimensional Fund Advisors Lp, and several other long-term asset managers with concentrated positions in FINANCIAL INSTITUTIONS INC (FISI).
This page ranks the largest institutional FISI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
161
Total Reported Value
$617.66M
Largest Holder
Pl Capital Advisors, Llc
Largest Position
$70.77M
Insider Transactions (90d)
3
Latest Filing Quarter
Q2 2026
New Institutional Positions
79
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Pl Capital Advisors, Llc | 19.67% | 1,816,102 | $70,773,495 | $71,499,936 | +$726,441 | +1.03% | |
| Blackrock, Inc. | 0.00% | 1,667,260 | $64,973,107 | $65,640,026 | +$666,919 | +1.03% | |
| Dimensional Fund Advisors Lp | 0.01% | 1,002,481 | $39,066,636 | $39,467,677 | +$401,041 | +1.03% | |
| Vanguard Capital Management Llc | 0.00% | 841,166 | $32,780,239 | $33,116,705 | +$336,466 | +1.03% | |
| Adage Capital Partners Gp, L.L.C. | 0.05% | 834,969 | $32,538,742 | $32,872,730 | +$333,988 | +1.03% | |
| State Street Corp | 0.00% | 592,493 | $23,273,091 | $23,326,449 | +$53,358 | +0.23% | |
| Acadian Asset Management Llc | 0.03% | 593,367 | $23,117,000 | $23,360,859 | +$243,859 | +1.05% | |
| Geode Capital Management, Llc | 0.00% | 586,724 | $22,870,028 | $23,099,324 | +$229,296 | +1.00% | |
| Ategra Capital Management, Llc | 11.69% | 564,100 | $21,982,977 | $22,208,617 | +$225,640 | +1.03% | |
| Two Sigma Investments, Lp | 0.01% | 457,098 | $17,813,109 | $17,995,948 | +$182,839 | +1.03% | |
| Jpmorgan Chase & Co | 0.00% | 404,980 | $15,725,374 | $15,944,063 | +$218,689 | +1.39% | |
| American Century Companies Inc | 0.01% | 349,611 | $13,624,341 | $13,764,185 | +$139,844 | +1.03% | |
| Vanguard Portfolio Management Llc | 0.00% | 263,033 | $10,250,396 | $10,355,609 | +$105,213 | +1.03% | |
| Aqr Capital Management Llc | 0.00% | 251,498 | $9,800,878 | $9,901,476 | +$100,598 | +1.03% | |
| Hillsdale Investment Management Inc. | 0.22% | 249,200 | $9,711,324 | $9,811,004 | +$99,680 | +1.03% | |
| Raymond James Financial Inc | 0.00% | 248,283 | $9,675,589 | $9,774,902 | +$99,313 | +1.03% | |
| Morgan Stanley | 0.00% | 234,920 | $9,154,873 | $9,248,800 | +$93,927 | +1.03% | |
| Goldman Sachs Group Inc | 0.00% | 216,109 | $8,421,768 | $8,508,211 | +$86,443 | +1.03% | |
| Alliancebernstein L.P. | 0.00% | 245,258 | $7,777,131 | $9,655,807 | +$1,878,676 | +24.16% | |
| Hotchkis & Wiley Capital Management Llc | 0.02% | 199,502 | $7,774,593 | $7,854,394 | +$79,801 | +1.03% | |
| Qube Research & Technologies Ltd | 0.01% | 193,831 | $7,553,594 | $7,631,126 | +$77,532 | +1.03% | |
| Lsv Asset Management | 0.01% | 179,800 | $7,007,000 | $7,078,726 | +$71,726 | +1.02% | |
| Bridgeway Capital Management, Llc | 0.12% | 179,154 | $6,981,631 | $7,053,293 | +$71,662 | +1.03% | |
| Northern Trust Corp | 0.00% | 176,215 | $6,867,098 | $6,937,585 | +$70,487 | +1.03% | |
| Charles Schwab Investment Management Inc | 0.00% | 162,212 | $6,321,402 | $6,386,286 | +$64,884 | +1.03% | |
| Palisades Investment Partners, Llc | 1.68% | 150,826 | $5,921,388 | $5,938,020 | +$16,632 | +0.28% | |
| Renaissance Technologies LLC | Jim Simons | 0.01% | 136,904 | $5,335,149 | $5,389,910 | +$54,761 | +1.03% |
| Vanguard Fiduciary Trust Co | 0.00% | 130,123 | $5,070,893 | $5,122,943 | +$52,050 | +1.03% | |
| Bank Of America Corp | 0.00% | 128,688 | $5,014,971 | $5,066,447 | +$51,476 | +1.03% | |
| Canandaigua National Corp | 0.44% | 154,881 | $4,911,277 | $6,097,665 | +$1,186,388 | +24.16% | |
| Courier Capital Llc | 0.23% | 121,585 | $4,739,371 | $4,786,801 | +$47,430 | +1.00% | |
| Bank Of New York Mellon Corp | 0.00% | 117,844 | $4,592,370 | $4,639,518 | +$47,148 | +1.03% | |
| Empowered Funds, Llc | 0.02% | 109,154 | $4,253,731 | $4,297,393 | +$43,662 | +1.03% | |
| Curi Capital, Llc | 0.06% | 100,017 | $3,897,639 | $3,937,669 | +$40,030 | +1.03% | |
| Maltese Capital Management Llc | 0.71% | 100,000 | $3,897,000 | $3,937,000 | +$40,000 | +1.03% | |
| Mendon Capital Advisors Corp | 1.38% | 100,000 | $3,897,000 | $3,937,000 | +$40,000 | +1.03% | |
| Citadel Advisors Llc | 0.00% | 85,480 | $3,331,156 | $3,365,348 | +$34,192 | +1.03% | |
| Segall Bryant & Hamill, Llc | 0.04% | 76,010 | $2,962,110 | $2,992,514 | +$30,404 | +1.03% | |
| Trexquant Investment Lp | 0.02% | 74,811 | $2,915,385 | $2,945,309 | +$29,924 | +1.03% | |
| Nuveen, Llc | 0.00% | 71,468 | $2,785,109 | $2,813,695 | +$28,586 | +1.03% | |
| Fmr Llc | 0.00% | 65,944 | $2,569,837 | $2,596,215 | +$26,378 | +1.03% | |
| Prudential Financial Inc | 0.00% | 65,739 | $2,561,849 | $2,588,144 | +$26,295 | +1.03% | |
| Wellington Management Group Llp | 0.00% | 62,979 | $2,454,292 | $2,479,483 | +$25,191 | +1.03% | |
| New York State Common Retirement Fund | 0.00% | 62,015 | $2,416,725 | $2,441,531 | +$24,806 | +1.03% | |
| Inspire Investing, Llc | 0.10% | 61,146 | $2,383,471 | $2,407,318 | +$23,847 | +1.00% | |
| Commonwealth Equity Services, Llc | 0.00% | 57,721 | $2,249,410 | $2,272,476 | +$23,066 | +1.03% | |
| Russell Investments Group, Ltd. | 0.00% | 52,741 | $2,054,524 | $2,076,413 | +$21,889 | +1.07% | |
| Bayview Asset Management, Llc | 1.46% | 50,000 | $1,948,500 | $1,968,500 | +$20,000 | +1.03% | |
| Cutler Capital Management, Llc | 0.50% | 49,428 | $1,926,191 | $1,945,980 | +$19,789 | +1.03% | |
| Universal- Beteiligungs- Und Servicegesellschaft Mbh | 0.00% | 46,241 | $1,802,012 | $1,820,508 | +$18,496 | +1.03% |
Frequently asked questions about FISI
Who are the largest institutional holders of FISI?
The largest institutional holders of FISI reported in the latest SEC Form 13F filings include Pl Capital Advisors, Llc, Blackrock, Inc., Dimensional Fund Advisors Lp, Vanguard Capital Management Llc, and Adage Capital Partners Gp, L.L.C.. InsiderSet ranks institutional holders by their latest reported FISI position.
What is FISI institutional ownership?
This page tracks FISI positions reported by institutional investment managers through SEC Form 13F. FINANCIAL INSTITUTIONS INC (FISI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FISI?
InsiderSet currently tracks 161 institutional managers reporting FISI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FISI shareholders.
How much FISI stock do institutions own?
Institutional investment managers disclosed approximately $617.66M in FISI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FISI institutional ownership last updated?
The latest FISI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FISI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FISI position after the reporting date.
Are institutions buying or selling FISI?
Institutional buying and selling can be analyzed by comparing FISI positions across consecutive 13F reporting periods. InsiderSet's FISI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FISI ownership changes.
How has FISI institutional ownership changed over time?
InsiderSet tracks FISI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.