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Financial Institutions (FISI) Institutional Ownership

Financial Institutions logo
$26.97 +0.35 (+1.31%)
As of 01/17/2025 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Financial Institutions (NASDAQ:FISI)

Current
Institutional Ownership
Percentage
60.45%
Number of
Institutional Buyers
(last 12 months)
40
Total
Institutional Inflows
(last 12 months)
$59.22M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$6.96M
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FISI Institutional Buying and Selling by Quarter

Financial Institutions Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 SG Americas Securities LLC7,418$202K0.0%+14.9%0.048%
1/13/2025 Courier Capital LLC352,126$9.61M0.7%+0.5%2.276%
1/10/2025 Wealth Enhancement Advisory Services LLC25,345$646K0.0%+72.0%0.164%
1/6/2025 Canandaigua National Bank & Trust Co.283,695$7.74M0.8%-2.1%1.833%
12/26/2024JPMorgan Chase & Co.18,108$461K0.0%+32.7%0.117%
11/19/2024Barclays PLC44,798$1.14M0.0%+48.4%0.290%
11/16/2024Geode Capital Management LLC354,685$9.04M0.0%+2.0%2.293%
11/15/2024Barclays PLC44,798$1.14M0.0%+48.4%0.290%
11/15/2024XTX Topco Ltd8,792$224K0.0%N/A0.057%
11/15/2024Zacks Investment Management184,767$4.71M0.0%N/A1.194%
11/15/2024Jane Street Group LLC15,089$384K0.0%-3.0%0.098%
11/15/2024State Street Corp283,707$7.31M0.0%+6.5%1.834%
11/15/2024Jacobs Levy Equity Management Inc.59,725$1.52M0.0%+1.9%0.386%
11/15/2024Hotchkis & Wiley Capital Management LLC145,058$3.70M0.0%-11.9%0.938%
11/14/2024Martingale Asset Management L P57,035$1.45M0.0%+6.7%0.369%
11/14/2024Fourthstone LLC20,350$518K0.1%N/A0.132%
11/13/2024BNP Paribas Financial Markets19,793$504K0.0%+421.4%0.128%
11/13/2024FMR LLC38,368$977K0.0%+18.6%0.248%
11/12/2024Stonebrook Private Inc.8,567$218K0.1%N/A0.055%
11/12/2024Charles Schwab Investment Management Inc.124,428$3.17M0.0%+0.3%0.804%
11/8/2024Connor Clark & Lunn Investment Management Ltd.97,559$2.49M0.0%+32.4%0.630%
11/8/2024Segall Bryant & Hamill LLC53,556$1.36M0.0%N/A0.347%
11/7/2024Thrivent Financial for Lutherans50,288$1.28M0.0%-21.7%0.325%
11/6/2024Empowered Funds LLC66,450$1.69M0.0%+5.3%0.430%
11/6/2024Cornercap Investment Counsel Inc.12,607$321K0.1%-47.3%0.082%
11/5/2024Victory Capital Management Inc.36,500$930K0.0%-2.7%0.236%
11/4/2024Los Angeles Capital Management LLC20,160$513K0.0%N/A0.131%
11/1/2024Summit Global Investments15,060$384K0.0%N/A0.097%
10/29/2024PL Capital Advisors LLC1,771,516$45.12M15.2%+408.0%11.468%
10/28/2024EMC Capital Management8,709$222K0.1%+23.0%0.056%
10/28/2024US Bancorp DE2,572$66K0.0%+119.3%0.017%
10/24/2024 Wealth Enhancement Advisory Services LLC14,732$375K0.0%+20.0%0.095%
10/22/2024 Courier Capital LLC350,239$8.92M0.6%+2.4%2.267%
10/8/2024CWM LLC8,172$208K0.0%+50.3%0.053%
10/3/2024 Canandaigua National Bank & Trust Co.289,860$7.38M0.7%-1.9%1.876%
10/3/2024 SG Americas Securities LLC6,454$164K0.0%N/A0.042%
8/15/2024AQR Capital Management LLC63,213$1.22M0.0%+147.3%0.409%
8/14/2024Bank of Montreal Can23,951$466K0.0%N/A0.155%
8/13/2024Thrivent Financial for Lutherans64,257$1.24M0.0%+6.0%0.416%
8/9/2024Renaissance Technologies LLC332,500$6.42M0.0%+9.0%2.153%
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8/9/2024Dimensional Fund Advisors LP968,175$18.70M0.0%-5.4%6.268%
8/8/2024American Century Companies Inc.267,576$5.17M0.0%+10.5%1.732%
8/6/2024Acadian Asset Management LLC324,263$6.26M0.0%+8.7%2.099%
8/5/2024Victory Capital Management Inc.37,500$724K0.0%+25.0%0.243%
8/1/2024Rhumbline Advisers24,092$465K0.0%-6.9%0.156%
7/31/2024Commonwealth Equity Services LLC453,201$8.76M0.0%-0.1%2.933%
7/29/2024Innealta Capital LLC1,312$25K0.0%N/A0.008%
7/26/2024Allspring Global Investments Holdings LLC10,837$209K0.0%+23.0%0.070%
7/26/2024Bank of New York Mellon Corp155,257$3M0.0%+1.7%1.005%
7/23/2024 Courier Capital LLC342,175$6.61M0.5%+1.0%2.215%
7/17/2024PL Capital Advisors LLC348,751$6.74M2.8%+15.8%2.258%
7/16/2024 Wealth Enhancement Advisory Services LLC12,276$237K0.0%+11.0%0.079%
7/11/2024 Canandaigua National Bank & Trust Co.295,452$5.71M0.6%-1.7%1.912%
7/10/2024CWM LLC5,438$105K0.0%+150.4%0.035%
5/16/2024California State Teachers Retirement System1,527$29K0.0%-38.9%0.010%
5/15/2024Lazard Asset Management LLC5,258$98K0.0%N/A0.034%
5/10/2024Acadian Asset Management LLC298,398$5.62M0.0%+27.7%1.932%
5/10/2024Vanguard Group Inc.784,928$14.77M0.0%+2.1%5.081%
5/7/2024 SG Americas Securities LLC5,337$100K0.0%-35.7%0.035%
5/7/2024Empowered Funds LLC58,600$1.10M0.0%+8.1%0.379%
5/3/2024GSA Capital Partners LLP23,005$433K0.0%N/A0.149%
5/2/2024PL Capital Advisors LLC301,281$5.67M2.1%+59.6%1.950%
5/1/2024BNP Paribas Financial Markets24,797$467K0.0%+31.4%0.160%
4/30/2024Allspring Global Investments Holdings LLC8,811$166K0.0%+9.2%0.057%
4/29/2024Commonwealth Equity Services LLC453,752$8.54M0.0%-20.9%2.937%
4/18/2024Allspring Global Investments Holdings LLC8,811$166K0.0%+9.2%0.057%
4/16/2024 Courier Capital LLC338,686$6.37M0.5%+55.8%2.198%
4/1/2024 Canandaigua National Bank & Trust Co.300,672$5.66M0.8%-2.2%1.951%
3/25/2024Quadrature Capital Ltd31,260$666K0.0%+35.6%0.203%
2/13/2024Tower Research Capital LLC TRC 1,535$33K0.0%-82.9%0.010%
2/9/2024Trexquant Investment LP27,139$578K0.0%-23.0%0.176%
2/7/2024Dimensional Fund Advisors LP1,027,186$21.88M0.0%-1.7%6.670%
2/7/2024BNP Paribas Financial Markets18,875$402K0.0%+23.7%0.123%
2/6/2024AJOVista LLC3,107$66K0.1%N/A0.020%
2/6/2024LSV Asset Management344,957$7.35M0.0%-5.3%2.240%
2/5/2024Victory Capital Management Inc.31,500$671K0.0%-29.7%0.205%
2/2/2024PL Capital Advisors LLC188,800$4.02M1.4%-7.4%1.226%
2/1/2024CWM LLC1,566$33K0.0%+193.3%0.010%
1/30/2024Strs Ohio27,400$583K0.0%-12.5%0.178%
1/25/2024Allspring Global Investments Holdings LLC8,069$172K0.0%+181.1%0.052%
1/17/2024 Courier Capital LLC217,453$4.63M0.4%+100.8%1.412%
1/12/2024 SG Americas Securities LLC8,299$177K0.0%+28.0%0.054%
1/4/2024 Canandaigua National Bank & Trust Co.307,577$6.55M1.0%-4.1%1.997%
11/15/2023GSA Capital Partners LLP51,877$873K0.1%+128.2%0.337%
11/14/2023Quadrature Capital Ltd23,054$387K0.0%-36.1%0.150%
11/14/2023Trexquant Investment LP35,242$593K0.0%-27.4%0.229%
11/13/2023Connor Clark & Lunn Investment Management Ltd.49,236$829K0.0%+110.9%0.320%
11/13/2023Federated Hermes Inc.69,125$1.16M0.0%-1.5%0.449%
11/9/2023EMC Capital Management6,572$111K0.1%+18.5%0.043%
11/8/2023Argent Trust Co46,695$786K0.0%+29.4%0.303%
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11/7/2023Great Lakes Advisors LLC13,957$235K0.0%N/A0.091%
11/6/2023Victory Capital Management Inc.44,800$754K0.0%+4.2%0.291%
11/4/2023LSV Asset Management364,157$6.13M0.0%-0.6%2.365%
10/27/2023Allspring Global Investments Holdings LLC2,871$48K0.0%+31.3%0.019%
10/27/2023River Oaks Capital LLC139,000$2.34M3.4%+2.4%0.903%
10/26/2023Strs Ohio31,300$526K0.0%-6.3%0.203%
10/24/2023Bailard Inc.17,100$288K0.0%-41.8%0.111%
10/24/2023Bank of New York Mellon Corp118,872$2.00M0.0%+0.8%0.772%
10/24/2023Community Capital Management LLC16,000$269K0.4%N/A0.104%
10/23/2023Commonwealth Equity Services LLC572,546$9.64M0.0%+0.1%3.718%
(Data available from 1/1/2016 forward)

FISI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FISI shares?

During the previous two years, 69 institutional investors and hedge funds held shares of Financial Institutions. The most heavily invested institutionals were PL Capital Advisors LLC ($45.12M), Dimensional Fund Advisors LP ($18.70M), Vanguard Group Inc. ($14.77M), Courier Capital LLC ($9.61M), Geode Capital Management LLC ($9.04M), Commonwealth Equity Services LLC ($8.76M), and Canandaigua National Corp ($8.05M).Learn more on FISI's institutional investors.

What percentage of Financial Institutions stock is owned by institutional investors?

60.45% of Financial Institutions stock is owned by institutional investors. Learn more on FISI's institutional investor holdings.

Which institutional investors have been buying Financial Institutions stock?

Of the 55 institutional investors that purchased Financial Institutions stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: PL Capital Advisors LLC ($1.69M), Courier Capital LLC ($337.15K), Canandaigua National Bank & Trust Co. ($330.22K), Zacks Investment Management ($184.77K), Acadian Asset Management LLC ($124.34K), Bank of Montreal Can ($118.39K), and Hotchkis & Wiley Capital Management LLC ($54.26K).

How much institutional buying is happening at Financial Institutions?

Institutional investors have bought a total of 3,606,050 shares in the last 24 months. This purchase volume represents approximately $80.50M in transactions.

Which Financial Institutions major shareholders have been selling company stock?

Of the 29 institutional investors that sold Financial Institutions stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Commonwealth Equity Services LLC ($120.13K), Royce & Associates LP ($104.91K), Dimensional Fund Advisors LP ($72.72K), Thrivent Financial for Lutherans ($56.55K), LSV Asset Management ($48.59K), Canandaigua National Bank & Trust Co. ($46.53K), and Fuller & Thaler Asset Management Inc. ($41.49K).

How much institutional selling is happening at Financial Institutions?

Institutional investors have sold a total of 702,724 shares in the last 24 months. This volume of shares sold represents approximately $14.45M in transactions.


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This page (NASDAQ:FISI) was last updated on 1/21/2025 by MarketBeat.com Staff
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