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 151 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 $490 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
475
shares
|
$13,893
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 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
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
240
shares
|
$7,020
0.0% of portfolio
|
Q4 2025
Added 185.71%
|
|
|
Nisa Investment Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
211
shares
|
$6,171
0.0% of portfolio
|
Q4 2025
Reduced 38.84%
|
|
|
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
|
|
|
Stone House Investment Management, LLC
|
Jan 21, 2026 Q4 2025 |
115
shares
|
$3,363
0.0% of portfolio
|
Q4 2025
Added 41.98%
|
|
|
Fny Investment Advisers, LLC
|
Jan 16, 2026 Q4 2025 |
100
shares
|
$2,925
0.0% of portfolio
|
Q4 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%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
40
shares
|
$1,170
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
40
shares
|
$1,170
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Jan 21, 2026 Q4 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%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jan 20, 2026 Q4 2025 |
19
shares
|
$555
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 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
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
1
shares
|
$29
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%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|