Financial Institutions Inc. 13F holders
160 funds reported a position in Financial Institutions Inc. in their 13F for the quarter ended 30 June 2026, together 15.7 million shares worth $611.5 million. Against the quarter before, 24 opened a position, 74 added, 32 trimmed and 16 sold out; together they sold a net 114,999 shares. The largest holders: PL Capital Advisors, LLC, BlackRock, Inc. and Dimensional Fund Advisors LP.
Funds holding160+8 on Q1 2026
Shares they held15.7Mworth $611.5 million
Net sold on the quarter114,999 sharesabout $4.5 million at the funds' values
Funds buying to selling98 to 48opened or added, to cut or sold
Opened 24Added 74Held 29Trimmed 32Sold out 16
What each fund did in FISI against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in FISI in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
3,241 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 29 reported a position in Financial Institutions Inc.: 6 opened one, 8 added, 3 trimmed and 4 sold out, a net 169,913 shares bought.
| Fund | Change in shares | Shares now | Status | Filing |
|---|---|---|---|---|
| Inspire Investing, LLC | +61,146 | 61,146 | new | 13F |
| Y-Intercept (Hong Kong) Ltd | +37,161 | 37,161 | new | 13F |
| Wealth Enhancement Advisory Services, LLC | +30,608 | 44,726 | added | 13F |
| SummerHaven Investment Management, LLC | +23,539 | 23,539 | new | 13F |
| Bailard, Inc. | +10,400 | 23,800 | added | 13F |
| Daytona Street Capital LLC | +8,000 | 8,000 | new | 13F |
| Canandaigua National Bank & Trust Co. | -4,406 | 149,700 | trimmed | 13F |
| Courier Capital LLC | +2,452 | 121,585 | added | 13F |
| State of Alaska, Department of Revenue | +741 | 741 | new | 13F |
| First Horizon Corp. | +258 | 899 | added | 13F |
| SJS Investment Consulting Inc. | +218 | 229 | added | 13F |
| Gamma Investing LLC | +105 | 651 | added | 13F |
| Clark Wealth Partners | +78 | 78 | new | 13F |
| Farther Finance Advisors, LLC | -17 | 237 | trimmed | 13F |
| Sterling Capital Management LLC | -13 | 7,674 | trimmed | 13F |
| Parkside Financial Bank & Trust | +10 | 50 | added | 13F |
| Assetmark, Inc. | +10 | 14 | added | 13F |
| Caitong International Asset Management Co., Ltd | -1 | 0 | sold out | 13F |
| SBI Securities Co., Ltd. | -255 | 0 | sold out | 13F |
| Stone House Investment Management, LLC | -115 | 0 | sold out | 13F |
| Wealth Enhancement Trust Services, Inc. | -6 | 0 | sold out | 13F |
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 6 reported a position in Financial Institutions Inc. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 586,724 shares worth $22.9 million, 0.0% of its reported book. In the quarter, 4 funds added or opened a position and 2 trimmed or sold out; together they bought a net 207,919 shares, about $8.1 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 586,724 | $22.9 million | 0.0% | +18,028 | added | 30 June 2026 | 13F |
| Two Sigma Investments | 457,098 | $17.8 million | 0.0% | +182,358 | added | 30 June 2026 | 13F |
| Renaissance Technologies | 136,904 | $5.3 million | 0.0% | -66,027 | trimmed | 30 June 2026 | 13F |
| Citadel Advisors | 85,480 | $3.3 million | 0.0% | +74,021 | added | 30 June 2026 | 13F |
| FMR LLC | 65,944 | $2.6 million | 0.0% | -6,614 | trimmed | 30 June 2026 | 13F |
| Millennium Management | 23,393 | $911,625 | 0.0% | +6,153 | added | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| PL Capital Advisors, LLC | 1,816,102 | 11.54% | $70.8 million | 19.67% | no change | 13F |
| BlackRock, Inc. | 1,667,260 | 10.60% | $65.0 million | 0.00% | +189,188 | 13F |
| Dimensional Fund Advisors LP | 1,002,481 | 6.37% | $39.1 million | 0.01% | +44,814 | 13F |
| Vanguard Capital Management LLC | 841,166 | 5.35% | $32.8 million | 0.00% | +5,628 | 13F |
| Adage Capital Partners GP, L.l.c. | 834,969 | 5.31% | $32.5 million | 0.05% | -113,472 | 13F |
| State Street Corp. | 592,493 | 3.77% | $23.3 million | 0.00% | +13,374 | 13F |
| Acadian Asset Management LLC | 593,367 | 3.77% | $23.1 million | 0.03% | +38,763 | 13F |
| Geode Capital Management, LLC | 586,724 | 3.73% | $22.9 million | 0.00% | +18,028 | 13F |
| Ategra Capital Management, LLC | 564,100 | 3.59% | $22.0 million | 11.69% | no change | 13F |
| Two Sigma Investments, LP | 457,098 | 2.91% | $17.8 million | 0.01% | +182,358 | 13F |
| JPMorgan Chase & Co. | 404,980 | 2.57% | $15.7 million | 0.00% | +162,059 | 13F |
| American Century Companies Inc. | 349,611 | 2.22% | $13.6 million | 0.01% | +261,850 | 13F |
| Vanguard Portfolio Management LLC | 263,033 | 1.67% | $10.3 million | 0.00% | +50,106 | 13F |
| AQR Capital Management LLC | 251,498 | 1.60% | $9.8 million | 0.00% | +93,488 | 13F |
| Hillsdale Investment Management Inc. | 249,200 | 1.58% | $9.7 million | 0.22% | +16,120 | 13F |
| Raymond James Financial Inc. | 248,283 | 1.58% | $9.7 million | 0.00% | -100,745 | 13F |
| Morgan Stanley | 234,920 | 1.49% | $9.2 million | 0.00% | -25,807 | 13F |
| Goldman Sachs Group Inc. | 216,109 | 1.37% | $8.4 million | 0.00% | -29,066 | 13F |
| AllianceBernstein L.P. | 245,258 | 1.56% | $7.8 million | 0.00% | -7,968 | 13F |
| Hotchkis & Wiley Capital Management LLC | 199,502 | 1.27% | $7.8 million | 0.02% | -2,800 | 13F |
| Qube Research & Technologies Ltd | 193,831 | 1.23% | $7.6 million | 0.01% | +126,187 | 13F |
| LSV Asset Management | 179,800 | 1.14% | $7.0 million | 0.01% | +15,900 | 13F |
| Bridgeway Capital Management, LLC | 179,154 | 1.14% | $7.0 million | 0.12% | +7,814 | 13F |
| Northern Trust Corp. | 176,215 | 1.12% | $6.9 million | 0.00% | +10,696 | 13F |
| Charles Schwab Investment Management Inc. | 162,212 | 1.03% | $6.3 million | 0.00% | +2,031 | 13F |
| Canandaigua National Bank & Trust Co. | 154,106 | 0.98% | $6.0 million | 0.51% | first 13F | 13F |
| Palisades Investment Partners, LLC | 150,826 | 0.96% | $5.9 million | 1.68% | +4,322 | 13F |
| Renaissance Technologies LLC | 136,904 | 0.87% | $5.3 million | 0.01% | -66,027 | 13F |
| Vanguard Fiduciary Trust Co. | 130,123 | 0.83% | $5.1 million | 0.00% | +3,775 | 13F |
| Bank of America Corp. | 128,688 | 0.82% | $5.0 million | 0.00% | +8,997 | 13F |
| Courier Capital LLC | 119,133 | 0.76% | $4.6 million | 0.23% | +1,932 | 13F |
| Bank of New York Mellon Corp | 117,844 | 0.75% | $4.6 million | 0.00% | +2,600 | 13F |
| Empowered Funds, LLC | 109,154 | 0.69% | $4.3 million | 0.02% | +7,814 | 13F |
| Curi Capital, LLC | 100,017 | 0.64% | $3.9 million | 0.06% | no change | 13F |
| Maltese Capital Management LLC | 100,000 | 0.64% | $3.9 million | 0.71% | -16,963 | 13F |
| Mendon Capital Advisors Corp. | 100,000 | 0.64% | $3.9 million | 1.38% | no change | 13F |
| Citadel Advisors LLC | 85,480 | 0.54% | $3.3 million | 0.00% | +74,021 | 13F |
| Segall Bryant & Hamill, LLC | 76,010 | 0.48% | $3.0 million | 0.04% | +32,695 | 13F |
| Trexquant Investment LP | 74,811 | 0.48% | $2.9 million | 0.02% | +41,145 | 13F |
| Nuveen, LLC | 71,468 | 0.45% | $2.8 million | 0.00% | +14,611 | 13F |
| FMR LLC | 65,944 | 0.42% | $2.6 million | 0.00% | -6,614 | 13F |
| Prudential Financial Inc. | 65,739 | 0.42% | $2.6 million | 0.00% | +45,300 | 13F |
| Wellington Management Group LLP | 62,979 | 0.40% | $2.5 million | 0.00% | -837,514 | 13F |
| New York State Common Retirement Fund | 62,015 | 0.39% | $2.4 million | 0.00% | +2,600 | 13F |
| Commonwealth Equity Services, LLC | 57,721 | 0.37% | $2.2 million | 0.00% | -1,182 | 13F |
| Russell Investments Group, Ltd. | 52,741 | 0.34% | $2.1 million | 0.00% | +17,735 | 13F |
| Bayview Asset Management, LLC | 50,000 | 0.32% | $1.9 million | 1.46% | no change | 13F |
| Cutler Capital Management, LLC | 49,428 | 0.31% | $1.9 million | 0.58% | no change | 13F |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 46,241 | 0.29% | $1.8 million | 0.00% | +65 | 13F |
| Martingale Asset Management L P | 41,548 | 0.26% | $1.6 million | 0.04% | no change | 13F |
The 50 largest of the 160 funds that reported a position in FISI in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on FISI
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Puts | 5,900 | $229,923 | 30 June 2026 | 13F |
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
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They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 28 July 2026 | 13G/A | BlackRock, Inc. and 1 other | 1.6 million | 8.3% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 14 July 2026 | 13G | Dimensional Fund Advisors LP and 1 other | 1.0 million | 5.1% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 15 May 2026 | 13G/A | Wellington Management Group LLP and 5 others | 900,493 | 4.6% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 26 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 10 February 2026 | 13G | Wellington Management Group LLP and 7 others | 1.0 million | 5.2% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 21 September 2026 | 92 | $40.64 | SEC |
| 9 September 2026 | 1,512 | $41.16 | SEC |
| 31 August 2026 | 34 | $40.96 | SEC |
| 21 August 2026 | 83 | $40.79 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.