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Who owns FISIWhat FISI owns — n/a

Who owns Financial Institutions, Inc.?

Institutional ownership of FISI from SEC Form 13F filings across 108 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

108

13F holders

$339.7M

value, 2026 filers

47.8%

of shares outstanding (9.4M sh)

17

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of FISI's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1BlackRock, Inc.1.7M$65.0M0.0%8.5%+12.8%
2VANGUARD CAPITAL MANAGEMENT LLC841,166$32.8M0.0%4.3%-49.7%
3ADAGE CAPITAL PARTNERS GP, L.L.C.834,969$32.5M0.0%4.2%-12.0%
4ACADIAN ASSET MANAGEMENT LLC593,367$23,1170.0%3%+7.0%
5GEODE CAPITAL MANAGEMENT, LLC586,724$22.9M0.0%3%+3.2%
6TWO SIGMA INVESTMENTS, LP457,098$17.8M0.0%2.3%+66.4%
7JPMORGAN CHASE & CO404,980$15.7M0.0%2.1%+66.7%
8AMERICAN CENTURY COMPANIES INC349,611$13.6M0.0%1.8%+298.4%
9VANGUARD PORTFOLIO MANAGEMENT LLC263,033$10.3M0.0%1.3%+23.5%
10RAYMOND JAMES FINANCIAL INC248,283$9.7M0.0%1.3%-28.9%
11ALLIANCEBERNSTEIN L.P.245,258$7.8M0.0%1.2%-3.1%
12MORGAN STANLEY234,920$9.2M0.0%1.2%-9.9%
13GOLDMAN SACHS GROUP INC216,109$8.4M0.0%1.1%-11.9%
14Qube Research & Technologies Ltd193,831$7.6M0.0%1%+186.5%
15NORTHERN TRUST CORP176,215$6.9M0.0%0.9%+6.5%
16Sixth Street Partners Management Company, L.P.NEW162,212$6.3M1.1%0.8%new
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC162,212$6.3M0.0%0.8%+1.3%
18VANGUARD FIDUCIARY TRUST CO130,123$5.1M0.0%0.7%+3.0%
19BANK OF AMERICA CORP /DE/128,688$5.0M0.0%0.7%+7.5%
20Bank of New York Mellon Corp117,844$4.6M0.0%0.6%+2.3%
21MENDON CAPITAL ADVISORS CORP100,000$3.9M1.4%0.5%0.0%
22CITADEL ADVISORS LLC85,480$3.3M0.0%0.4%+646.0%
23Nuveen, LLC71,468$2.8M0.0%0.4%+25.7%
24FMR LLC65,944$2.6M0.0%0.3%-9.1%
25PRUDENTIAL FINANCIAL INC65,739$2.6M0.0%0.3%+221.6%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.