FISI Financial Institutions, Inc.
Financial Institutions, Inc. (FISI) Institutional Ownership
What the institutions did with FISI last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| PL Capital Advisors, LLC | 1.8M | 11.5% |
| BlackRock, Inc. | 1.7M | 10.6% |
| DIMENSIONAL FUND ADVISORS LP | 1.0M | 6.4% |
| VANGUARD CAPITAL MANAGEMENT LLC | 841.2K | 5.3% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 835.0K | 5.3% |
| ACADIAN ASSET MANAGEMENT LLC | 593.4K | 3.8% |
| STATE STREET CORP | 592.5K | 3.8% |
| GEODE CAPITAL MANAGEMENT, LLC | 586.7K | 3.7% |
| Ategra Capital Management, LLC | 564.1K | 3.6% |
| TWO SIGMA INVESTMENTS, LP | 457.1K | 2.9% |
| JPMORGAN CHASE & CO | 405.0K | 2.6% |
| AMERICAN CENTURY COMPANIES INC | 349.6K | 2.2% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 263.0K | 1.7% |
| AQR CAPITAL MANAGEMENT LLC | 251.5K | 1.6% |
| Hillsdale Investment Management Inc. | 249.2K | 1.6% |
| RAYMOND JAMES FINANCIAL INC | 248.3K | 1.6% |
| ALLIANCEBERNSTEIN L.P. | 245.3K | 1.6% |
| MORGAN STANLEY | 234.9K | 1.5% |
| GOLDMAN SACHS GROUP INC | 216.1K | 1.4% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 199.5K | 1.3% |
| Qube Research & Technologies Ltd | 193.8K | 1.2% |
| LSV ASSET MANAGEMENT | 179.8K | 1.1% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 179.2K | 1.1% |
| NORTHERN TRUST CORP | 176.2K | 1.1% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 162.2K | 1.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | 900.5K | 63.0K | -837.5K |
| AMERICAN CENTURY COMPANIES INC | Increased | 87.8K | 349.6K | +261.9K |
| ProShare Advisors LLC | Sold Out | 204.3K | 0 | -204.3K |
| UBS Group AG | Reduced | 203.0K | 13.0K | -190.0K |
| BlackRock, Inc. | Increased | 1.5M | 1.7M | +189.2K |
| TWO SIGMA INVESTMENTS, LP | Increased | 274.7K | 457.1K | +182.4K |
| JPMORGAN CHASE & CO | Increased | 242.9K | 405.0K | +162.1K |
| Qube Research & Technologies Ltd | Increased | 67.6K | 193.8K | +126.2K |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Reduced | 948.4K | 835.0K | -113.5K |
| RAYMOND JAMES FINANCIAL INC | Reduced | 349.0K | 248.3K | -100.7K |
| AQR CAPITAL MANAGEMENT LLC | Increased | 158.0K | 251.5K | +93.5K |
| CITADEL ADVISORS LLC | Increased | 11.5K | 85.5K | +74.0K |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | 202.9K | 136.9K | -66.0K |
| Verition Fund Management LLC | Sold Out | 52.4K | 0 | -52.4K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Increased | 212.9K | 263.0K | +50.1K |
| PRUDENTIAL FINANCIAL INC | Increased | 20.4K | 65.7K | +45.3K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 957.7K | 1.0M | +44.8K |
| Numerai GP LLC | Sold Out | 43.8K | 0 | -43.8K |
| Trexquant Investment LP | Increased | 33.7K | 74.8K | +41.1K |
| ACADIAN ASSET MANAGEMENT LLC | Increased | 554.6K | 593.4K | +38.8K |
| SEGALL BRYANT & HAMILL, LLC | Increased | 43.3K | 76.0K | +32.7K |
| GOLDMAN SACHS GROUP INC | Reduced | 245.2K | 216.1K | -29.1K |
| MORGAN STANLEY | Reduced | 260.7K | 234.9K | -25.8K |
| ExodusPoint Capital Management, LP | Sold Out | 23.7K | 0 | -23.7K |
| XTX Topco Ltd | New | 0 | 20.7K | +20.7K |
| SEI INVESTMENTS CO | Reduced | 51.5K | 30.8K | -20.7K |
| GSA CAPITAL PARTNERS LLP | Increased | 18.0K | 37.4K | +19.4K |
| Thrivent Financial for Lutherans | Reduced | 52.2K | 33.7K | -18.5K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 568.7K | 586.7K | +18.0K |
| Russell Investments Group, Ltd. | Increased | 35.0K | 52.7K | +17.7K |
| MALTESE CAPITAL MANAGEMENT LLC | Reduced | 117.0K | 100.0K | -17.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold Out | 16.6K | 0 | -16.6K |
| Hillsdale Investment Management Inc. | Increased | 233.1K | 249.2K | +16.1K |
| LSV ASSET MANAGEMENT | Increased | 163.9K | 179.8K | +15.9K |
| Quadrature Capital Ltd | New | 0 | 15.1K | +15.1K |
| Nuveen, LLC | Increased | 56.9K | 71.5K | +14.6K |
| Oppenheimer & Close, LLC | New | 0 | 14.5K | +14.5K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | New | 0 | 14.1K | +14.1K |
| BAILARD, INC. | New | 0 | 13.4K | +13.4K |
| STATE STREET CORP | Increased | 579.1K | 592.5K | +13.4K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | New | 0 | 12.7K | +12.7K |
| MARSHALL WACE, LLP | Sold Out | 11.8K | 0 | -11.8K |
| HSBC HOLDINGS PLC | Sold Out | 11.6K | 0 | -11.6K |
| PANAGORA ASSET MANAGEMENT INC | New | 0 | 11.4K | +11.4K |
| NORTHERN TRUST CORP | Increased | 165.5K | 176.2K | +10.7K |
| Campbell & CO Investment Adviser LLC | Increased | 22.3K | 32.9K | +10.6K |
| JANE STREET GROUP, LLC | Sold Out | 10.4K | 0 | -10.4K |
| FRANKLIN RESOURCES INC | Increased | 30.1K | 40.0K | +9.9K |
| Balyasny Asset Management L.P. | Sold Out | 9.1K | 0 | -9.1K |
| WELLS FARGO & COMPANY/MN | Increased | 7.4K | 16.5K | +9.1K |
| BANK OF AMERICA CORP /DE/ | Increased | 119.7K | 128.7K | +9.0K |
| MERCER GLOBAL ADVISORS INC /ADV | New | 0 | 8.6K | +8.6K |
| STATE OF WISCONSIN INVESTMENT BOARD | New | 0 | 8.3K | +8.3K |
| KENNEDY CAPITAL MANAGEMENT LLC | Reduced | 46.3K | 38.3K | -8.1K |
| Daytona Street Capital LLC | Sold Out | 8.0K | 0 | -8.0K |
| ALLIANCEBERNSTEIN L.P. | Reduced | 253.2K | 245.3K | -8.0K |
| Engineers Gate Manager LP | New | 0 | 7.8K | +7.8K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Increased | 171.3K | 179.2K | +7.8K |
| Empowered Funds, LLC | Increased | 101.3K | 109.2K | +7.8K |
| Man Group plc | Increased | 29.9K | 37.6K | +7.6K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.