Recent Quarter Total Invested
$187.60 M
Recent Quarter Institutional Ownership Percentage
63.01%
Total Invested of Last Quarter
$179.88 M
Ownership Percentage of Last Quarter
62.02%
Financial Institutions, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK INC. | 08/13/2024 | 1.40 M | $26.99 M | 6.53% | 9.07% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 968,175 | $18.70 M | -5.39% | 6.29% |
| VANGUARD GROUP INC | 08/13/2024 | 804,754 | $15.55 M | 2.53% | 5.22% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/31/2024 | 453,201 | $8.76 M | -0.12% | 2.94% |
| PL CAPITAL ADVISORS, LLC | 07/17/2024 | 348,751 | $6.74 M | 15.76% | 2.26% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 347,640 | $6.72 M | 3.99% | 2.26% |
| LSV ASSET MANAGEMENT | 08/06/2024 | 344,957 | $6.67 M | 0.00% | 2.24% |
| COURIER CAPITAL LLC | 07/23/2024 | 342,175 | $6.61 M | 1.03% | 2.22% |
| RENAISSANCE TECHNOLOGIES LLC | 08/09/2024 | 332,500 | $6.42 M | 8.98% | 2.16% |
| ACADIAN ASSET MANAGEMENT LLC | 08/06/2024 | 324,263 | $6.26 M | 8.67% | 2.11% |
| CANANDAIGUA NATIONAL BANK & TRUST CO | 07/11/2024 | 295,452 | $5.71 M | -1.74% | 1.92% |
| AMERICAN CENTURY COMPANIES INC | 08/07/2024 | 267,576 | $5.17 M | 10.51% | 1.74% |
| STATE STREET CORP | 08/14/2024 | 266,312 | $5.22 M | -1.07% | 1.73% |
| MORGAN STANLEY | 10/17/2024 | 242,585 | $4.69 M | 12.05% | 1.57% |
| PRUDENTIAL FINANCIAL INC | 08/13/2024 | 203,848 | $3.94 M | -0.49% | 1.32% |
| MODERN WEALTH MANAGEMENT, LLC | 08/08/2024 | 195,679 | $3.78 M | 7.65% | 1.27% |
| NORTHERN TRUST CORP | 08/14/2024 | 192,980 | $3.73 M | -3.86% | 1.25% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 08/14/2024 | 164,608 | $3.18 M | 6.33% | 1.07% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 155,257 | $3.00 M | 1.74% | 1.01% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2024 | 133,100 | $2.57 M | 22.56% | 0.86% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/14/2024 | 128,055 | $2.47 M | -5.19% | 0.83% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 124,011 | $2.40 M | 1.69% | 0.81% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 103,362 | $2.00 M | 0.99% | 0.67% |
| TWO SIGMA ADVISERS, LP | 08/14/2024 | 81,687 | $1.58 M | 83.21% | 0.53% |
| AMERIPRISE FINANCIAL INC | 08/14/2024 | 77,337 | $1.49 M | 86.77% | 0.50% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 08/09/2024 | 73,674 | $1.42 M | 11.25% | 0.48% |
| FEDERATED HERMES, INC. | 08/08/2024 | 69,125 | $1.34 M | 0.00% | 0.45% |
| INVESCO LTD. | 08/13/2024 | 64,754 | $1.25 M | -20.01% | 0.42% |
| THRIVENT FINANCIAL FOR LUTHERANS | 08/13/2024 | 64,257 | $1.24 M | 6.00% | 0.42% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2024 | 63,213 | $1.22 M | 147.31% | 0.41% |
| EMPOWERED FUNDS, LLC | 07/30/2024 | 63,100 | $1.22 M | 7.68% | 0.41% |
| NEW YORK STATE COMMON RETIREMENT FUND | 07/31/2024 | 59,415 | $1.15 M | -0.01% | 0.39% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 08/14/2024 | 58,588 | $1.13 M | 9.42% | 0.38% |
| MARTINGALE ASSET MANAGEMENT L P | 08/12/2024 | 53,432 | $1.03 M | 12.73% | 0.35% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2024 | 52,432 | $1.01 M | 16.68% | 0.34% |
| CUTLER CAPITAL MANAGEMENT, LLC | 08/14/2024 | 45,725 | $883,410 | 0.09% | 0.30% |
| NUVEEN ASSET MANAGEMENT, LLC | 08/09/2024 | 42,865 | $829,107 | -14.72% | 0.28% |
| MAN GROUP PLC | 08/14/2024 | 42,123 | $813,816 | -6.00% | 0.27% |
| VICTORY CAPITAL MANAGEMENT INC | 08/05/2024 | 37,500 | $724,500 | 25.00% | 0.24% |
| FMR LLC | 08/13/2024 | 32,343 | $624,866 | 8.85% | 0.21% |
| CITADEL ADVISORS LLC | 08/14/2024 | 30,699 | $593,105 | 219.22% | 0.20% |
| BARCLAYS PLC | 08/14/2024 | 30,192 | $584,000 | -15.05% | 0.20% |
| STRS OHIO | 08/05/2024 | 28,300 | $546,756 | 2.17% | 0.18% |
| BAYVIEW ASSET MANAGEMENT, LLC | 08/13/2024 | 27,622 | $533,657 | 100.00% | 0.18% |
| GLOBEFLEX CAPITAL L P | 08/13/2024 | 24,992 | $482,845 | -6.52% | 0.16% |
| TREXQUANT INVESTMENT LP | 08/13/2024 | 24,429 | $471,968 | 54.95% | 0.16% |
| RHUMBLINE ADVISERS | 08/01/2024 | 24,092 | $465,447 | -6.94% | 0.16% |
| BANK OF MONTREAL /CAN/ | 08/14/2024 | 23,951 | $465,847 | 100.00% | 0.16% |
| CORNERCAP INVESTMENT COUNSEL INC | 08/08/2024 | 23,921 | $462,154 | -1.46% | 0.16% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2024 | 21,193 | $409,449 | 100.00% | 0.14% |
Financial Institutions, Inc.institutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of FISI shares?
During the previous two years, 102 institutional investors and hedge funds held shares of Financial Institutions, Inc.. The most heavily invested institutionals were:
Trexquant Investment LP: 0
nVerses Capital, LLC: 0
BANK OF MONTREAL /CAN/: 0
INNEALTA CAPITAL, LLC: 0
BlackRock Inc.: 1.4 M
DIMENSIONAL FUND ADVISORS LP: 968,175
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What percentage of Financial Institutions, Inc. stock is owned by institutional investors?
63.01% of Financial Institutions, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at FISI ?
Institutional investors have bought a total of 8.29 M shares in the last 24 months. This purchase volume represents approximately $224.75 M in transactions.