Institutional Ownership Financial Institutions Inc (FISI)
This table provides information about the institutional ownership of Financial Institutions Inc (FISI). We have compiled data on the 147 institutions that hold shares in the stock, with a total of 16.7 Million shares, which have been reported (via 13F filing form) to have a value of $489 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
274
shares
|
$8,014
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
250
shares
|
$7,312
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
200
shares
|
$5,850
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
158
shares
|
$4,621
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Esl Trust Services, LLC
|
Nov 04, 2025 Q3 2025 |
150
shares
|
$4,387
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
84
shares
|
$2,457
0.0% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
81
shares
|
$2,369
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
80
shares
|
$2,340
0.0% of portfolio
|
Q1 2025
Added 42.86%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
78
shares
|
$2,281
0.0% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
77
shares
|
$2,252
0.0% of portfolio
|
Q3 2025
Reduced 9.41%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
40
shares
|
$1,170
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
40
shares
|
$1,170
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
39
shares
|
$1,140
0.0% of portfolio
|
Q2 2023
Added 387.5%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
27
shares
|
$789
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
20
shares
|
$585
0.0% of portfolio
|
Q2 2025
Reduced 93.44%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
20
shares
|
$585
0.0% of portfolio
|
Q3 2025
Reduced 63.64%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
4
shares
|
$117
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
2
shares
|
$58
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
1
shares
|
$29
0.0% of portfolio
|
Q4 2024
Reduced 99.39%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
1
shares
|
$29
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|