Financial Institutions (FISI) Institutional Ownership

$28.66 -0.50 (-1.71%)

Closing price 02/21/2025 04:00 PM Eastern

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$28.66 0.00 (0.00%)

As of 02/21/2025 04:06 PM Eastern

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Current Institutional Ownership Percentage: 60.45%
Number of Institutional Buyers (last 12 months): 77
Total Institutional Inflows (last 12 months): $493.17M

Number of Institutional Sellers (last 12 months): 25
Total Institutional Outflows (last 12 months): $42.46M

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FISI Institutional Buying and Selling by Quarter

Financial Institutions Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
2/20/2025	Mackenzie Financial Corp	16,114	$440K	0.0%	N/A	0.104%
2/18/2025	Palisades Investment Partners LLC	138,527	$3.78M	1.6%	+9.3%	0.895%
2/17/2025	Squarepoint Ops LLC	14,218	$388K	0.0%	N/A	0.092%
2/17/2025	Two Sigma Advisers LP	78,787	$2.15M	0.0%	+2.5%	0.509%
2/17/2025	Two Sigma Investments LP	88,622	$2.42M	0.0%	+78.6%	0.573%
2/17/2025	Millennium Management LLC	26,378	$720K	0.0%	N/A	0.171%
2/17/2025	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	8,716	$238K	0.0%	+4.6%	0.056%
2/17/2025	Lazard Asset Management LLC	28,986	$791K	0.0%	+31.6%	0.187%
2/17/2025	Jacobs Asset Management LLC	151,456	$4.13M	2.5%	N/A	0.979%
2/17/2025	Jacobs Levy Equity Management Inc.	60,320	$1.65M	0.0%	+1.0%	0.390%
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2/17/2025	Deutsche Bank AG	17,229	$470K	0.0%	+105.7%	0.111%
2/17/2025	Bridgeway Capital Management LLC	139,862	$3.82M	0.1%	+2.5%	0.904%
2/17/2025	Azora Capital LP	227,658	$6.21M	0.3%	N/A	1.472%
2/17/2025	Bank of America Corp DE	27,123	$740K	0.0%	+36.9%	0.175%
2/17/2025	Bayview Asset Management LLC	171,889	$4.69M	3.8%	+1,345.8%	1.111%
2/17/2025	Basswood Capital Management L.L.C.	304,891	$8.32M	0.5%	N/A	1.971%
2/17/2025	BNP Paribas Financial Markets	7,394	$202K	0.0%	-62.6%	0.048%
2/17/2025	Ameriprise Financial Inc.	135,218	$3.69M	0.0%	+20.8%	0.874%
2/14/2025	Rhino Investment Partners Inc	261,051	$7.12M	1.6%	N/A	1.687%
2/14/2025	Northern Trust Corp	195,861	$5.35M	0.0%	+3.5%	1.266%
2/14/2025	Boothbay Fund Management LLC	90,000	$2.46M	0.1%	N/A	0.582%
2/14/2025	Adage Capital Partners GP L.L.C.	409,247	$11.17M	0.0%	N/A	2.645%
2/14/2025	Mendon Capital Advisors Corp	100,000	$2.73M	1.3%	N/A	0.646%
2/14/2025	State of Tennessee Department of Treasury	6,157	$168K	0.0%	-44.9%	0.040%
2/14/2025	Curi RMB Capital LLC	89,021	$2.43M	0.1%	N/A	0.575%
2/14/2025	Dimensional Fund Advisors LP	971,659	$26.52M	0.0%	+1.5%	6.281%
2/14/2025	First Trust Advisors LP	58,284	$1.59M	0.0%	-8.5%	0.377%
2/14/2025	Banc Funds Co. LLC	104,000	$2.84M	0.3%	N/A	0.672%
2/13/2025	Fourthstone LLC	318,254	$8.69M	1.7%	+1,463.9%	2.057%
2/13/2025	Barclays PLC	47,877	$1.31M	0.0%	+6.9%	0.309%
2/13/2025	Kennedy Capital Management LLC	35,000	$955K	0.0%	N/A	0.226%
2/13/2025	LSV Asset Management	339,057	$9.25M	0.0%	-1.7%	2.192%
2/13/2025	Renaissance Technologies LLC	306,900	$8.38M	0.0%	+4.6%	1.984%
2/13/2025	Invesco Ltd.	38,839	$1.06M	0.0%	+7.2%	0.251%
2/13/2025	Aster Capital Management DIFC Ltd	3,171	$87K	0.0%	N/A	0.020%
2/13/2025	Gator Capital Management LLC	10,000	$273K	0.1%	N/A	0.065%
2/13/2025	Wells Fargo & Company MN	9,130	$249K	0.0%	+14.3%	0.059%
2/12/2025	Endeavour Capital Advisors Inc.	115,494	$3.15M	1.0%	N/A	0.747%
2/12/2025	Geode Capital Management LLC	351,280	$9.59M	0.0%	-1.0%	2.271%
2/12/2025	Franklin Resources Inc.	77,956	$2.13M	0.0%	+334.6%	0.504%
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2/12/2025	Alliancebernstein L.P.	231,010	$6.30M	0.0%	+1,409.9%	1.493%
2/12/2025	Wellington Management Group LLP	670,355	$18.29M	0.0%	N/A	4.333%
2/12/2025	Arrowstreet Capital Limited Partnership	106,779	$2.91M	0.0%	-13.8%	0.690%
2/12/2025	JPMorgan Chase & Co.	61,484	$1.68M	0.0%	+239.5%	0.397%
2/11/2025	Modern Wealth Management LLC	191,766	$5.37M	0.2%	-1.5%	1.240%
2/11/2025	Segall Bryant & Hamill LLC	83,686	$2.28M	0.0%	+56.3%	0.541%
2/11/2025	Prudential Financial Inc.	187,448	$5.12M	0.0%	+2.4%	1.212%
2/11/2025	Corebridge Financial Inc.	7,547	$206K	0.0%	-7.0%	0.049%
2/11/2025	Vanguard Group Inc.	925,285	$25.25M	0.0%	+13.0%	5.981%
2/11/2025	Hillsdale Investment Management Inc.	5,000	$136K	0.0%	-47.4%	0.032%
2/11/2025	Sei Investments Co.	9,947	$271K	0.0%	-19.3%	0.064%
2/11/2025	American Century Companies Inc.	424,825	$11.59M	0.0%	+38.1%	2.746%
2/10/2025	Thrivent Financial for Lutherans	41,363	$1.13M	0.0%	-17.7%	0.267%
2/10/2025	Picton Mahoney Asset Management	1,196	$32K	0.0%	+45.5%	0.008%
2/10/2025	Commonwealth Equity Services LLC	452,869	$12.36M	0.0%	-0.1%	2.927%
2/10/2025	Connor Clark & Lunn Investment Management Ltd.	112,129	$3.06M	0.0%	+14.9%	0.725%
2/6/2025	Proficio Capital Partners LLC	11,652	$318K	0.0%	N/A	0.075%
2/6/2025	Victory Capital Management Inc.	33,645	$918K	0.0%	-7.8%	0.217%
2/6/2025	Charles Schwab Investment Management Inc.	125,323	$3.42M	0.0%	+0.7%	0.810%
2/5/2025	Bailard Inc.	22,530	$615K	0.0%	N/A	0.146%
2/5/2025	Proficio Capital Partners LLC	11,652	$318K	0.0%	N/A	0.075%
2/5/2025	PL Capital Advisors LLC	497,751	$13.58M	4.6%	-71.9%	3.218%
2/4/2025	PL Capital Advisors LLC	13,583,625	$370.70M	4.3%	+666.8%	87.806%
2/4/2025	Los Angeles Capital Management LLC	16,560	$452K	0.0%	-17.9%	0.107%
2/4/2025	Bank of New York Mellon Corp	126,651	$3.46M	0.0%	-11.3%	0.819%
1/30/2025	Stieven Capital Advisors L.P.	225,000	$6.14M	1.1%	N/A	1.454%
1/28/2025	Empowered Funds LLC	69,862	$1.91M	0.0%	+5.1%	0.452%
1/23/2025	EMC Capital Management	7,080	$193K	0.1%	-18.7%	0.046%
1/23/2025	R Squared Ltd	1,100	$30K	0.0%	N/A	0.007%
1/17/2025	SG Americas Securities LLC	7,418	$202K	0.0%	+14.9%	0.048%
1/13/2025	Courier Capital LLC	352,126	$9.61M	0.7%	+0.5%	2.276%
1/10/2025	Wealth Enhancement Advisory Services LLC	25,345	$646K	0.0%	+72.0%	0.164%
1/6/2025	Canandaigua National Bank & Trust Co.	283,695	$7.74M	0.8%	-2.1%	1.833%
12/26/2024	JPMorgan Chase & Co.	18,108	$461K	0.0%	+32.7%	0.117%
11/19/2024	Barclays PLC	44,798	$1.14M	0.0%	+48.4%	0.290%
11/16/2024	Geode Capital Management LLC	354,685	$9.04M	0.0%	+2.0%	2.293%
11/15/2024	Barclays PLC	44,798	$1.14M	0.0%	+48.4%	0.290%
11/15/2024	XTX Topco Ltd	8,792	$224K	0.0%	N/A	0.057%
11/15/2024	Zacks Investment Management	184,767	$4.71M	0.0%	N/A	1.194%
11/15/2024	Jane Street Group LLC	15,089	$384K	0.0%	-3.0%	0.098%
11/15/2024	State Street Corp	283,707	$7.31M	0.0%	+6.5%	1.834%
11/15/2024	Jacobs Levy Equity Management Inc.	59,725	$1.52M	0.0%	+1.9%	0.386%
11/15/2024	Hotchkis & Wiley Capital Management LLC	145,058	$3.70M	0.0%	-11.9%	0.938%
11/14/2024	Martingale Asset Management L P	57,035	$1.45M	0.0%	+6.7%	0.369%
11/14/2024	Fourthstone LLC	20,350	$518K	0.1%	N/A	0.132%
11/13/2024	BNP Paribas Financial Markets	19,793	$504K	0.0%	+421.4%	0.128%
11/13/2024	FMR LLC	38,368	$977K	0.0%	+18.6%	0.248%
11/12/2024	Stonebrook Private Inc.	8,567	$218K	0.1%	N/A	0.055%
11/12/2024	Charles Schwab Investment Management Inc.	124,428	$3.17M	0.0%	+0.3%	0.804%
11/8/2024	Connor Clark & Lunn Investment Management Ltd.	97,559	$2.49M	0.0%	+32.4%	0.630%
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11/8/2024	Segall Bryant & Hamill LLC	53,556	$1.36M	0.0%	N/A	0.347%
11/7/2024	Thrivent Financial for Lutherans	50,288	$1.28M	0.0%	-21.7%	0.325%
11/6/2024	Empowered Funds LLC	66,450	$1.69M	0.0%	+5.3%	0.430%
11/6/2024	Cornercap Investment Counsel Inc.	12,607	$321K	0.1%	-47.3%	0.082%
11/5/2024	Victory Capital Management Inc.	36,500	$930K	0.0%	-2.7%	0.236%
11/4/2024	Los Angeles Capital Management LLC	20,160	$513K	0.0%	N/A	0.131%
11/1/2024	Summit Global Investments	15,060	$384K	0.0%	N/A	0.097%
10/29/2024	PL Capital Advisors LLC	1,771,516	$45.12M	15.2%	+408.0%	11.468%
10/28/2024	EMC Capital Management	8,709	$222K	0.1%	+23.0%	0.056%
10/28/2024	US Bancorp DE	2,572	$66K	0.0%	+119.3%	0.017%

(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, 108 institutional investors and hedge funds held shares of Financial Institutions. The most heavily invested institutionals were Dimensional Fund Advisors LP ($26.52M), Vanguard Group Inc. ($25.25M), Wellington Management Group LLP ($18.29M), PL Capital Advisors LLC ($13.58M), Commonwealth Equity Services LLC ($12.36M), American Century Companies Inc. ($11.59M), and Adage Capital Partners GP L.L.C. ($11.17M).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 91 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 ($13.39M), Wellington Management Group LLP ($670.36K), Adage Capital Partners GP L.L.C. ($409.25K), Courier Capital LLC ($337.15K), Canandaigua National Bank & Trust Co. ($330.22K), Fourthstone LLC ($318.25K), and Basswood Capital Management L.L.C. ($304.89K).

How much institutional buying is happening at Financial Institutions?: Institutional investors have bought a total of 19,398,855 shares in the last 24 months. This purchase volume represents approximately $511.84M in transactions.
Which Financial Institutions major shareholders have been selling company stock?: Of the 35 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: PL Capital Advisors LLC ($1.31M), Commonwealth Equity Services LLC ($120.61K), Royce & Associates LP ($104.91K), Dimensional Fund Advisors LP ($72.72K), LSV Asset Management ($47.11K), Canandaigua National Bank & Trust Co. ($46.53K), and Thrivent Financial for Lutherans ($22.89K).
How much institutional selling is happening at Financial Institutions?: Institutional investors have sold a total of 1,938,418 shares in the last 24 months. This volume of shares sold represents approximately $48.56M in transactions.

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This page (NASDAQ:FISI) was last updated on 2/22/2025 by MarketBeat.com Staff

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Financial Institutions (FISI) Institutional Ownership

FISI Institutional Buying and Selling by Quarter

Financial Institutions Major Shareholders & Ownership History

FISI Institutional Ownership - Frequently Asked Questions

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Financial Institutions (FISI) Institutional Ownership

Institutional Ownership Changes (13F Filings) for Financial Institutions (NASDAQ:FISI)

FISI Institutional Buying and Selling by Quarter

Financial Institutions Major Shareholders & Ownership History

FISI Institutional Ownership - Frequently Asked Questions

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