Skip to content
Disclosery

FISI FINANCIAL INSTITUTIONS INC

Follow

COMMON STOCK (common), issuer CIK 862831

147 managers (150 13F filers) reported a position in FISI shares at 2025-12-31, 15,777,570 shares in all. 17 filers opened a position and 11 filers sold out during the quarter.

Managers
147
13F filers
150
New
17
Added
47
Reduced
57
Sold out
11
Shares held by filers
15,777,570

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
PL Capital Advisors, LLC1,802,791$56.2M17.71%+27,90513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,461,503$45.6M<0.01%+10,69313F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC1,157,026$36.1M<0.01%+61,59813F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…1,049,295$32.7M0.01%+312,47013F-HRTimelineGroup
ADAGE CAPITAL PARTNERS GP, L.L.C.in group ADAGE CAPITAL PARTNERS GP, L.…972,043$30.3M0.05%+160,82513F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP955,906$29.8M0.01%+4,80113F-HRTimelineGroup
Ategra Capital Management, LLCin group Ategra Capital Management, LLC572,075$17.8M10.19%013F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP507,389$16M<0.01%-37,26513F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC482,155$15M<0.01%-3,83413F-HRTimelineGroup
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC426,036$13.3M0.02%+150,64213F-HRTimelineGroup
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC361,452$11.3M0.03%-3,66013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC355,476$11.1M0.01%+21,19013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY337,488$10.5M<0.01%+72,55913F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO288,077$8.98M<0.01%-89,66313F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding272,914$8.51M-7,800Timeline
RENAISSANCE TECHNOLOGIES LLC271,300$8.46M0.01%-40,19213F-HRTimeline
Fourthstone LLC254,501$7.93M1.48%-67,70113F-HRTimeline
ALLIANCEBERNSTEIN L.P.240,126$7.48M<0.01%+20,21013F-HRTimeline
Rhino Investment Partners, Inc215,887$6.73M1.91%-4,35813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC214,584$6.69M<0.01%-5,03213F-HR/ATimelineGroup
ProShare Advisors LLC195,512$6.09M0.01%-264,28613F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co168,746$5.26M<0.01%+77413F-HRTimelineGroup
LSV ASSET MANAGEMENT167,500$5.22M0.01%013F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC163,507$5.1M0.11%+8,99413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP160,286$5M<0.01%-9,54313F-HRTimelineGroup
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…155,046$4.83M0.43%-24,67713F-HRTimelineGroup
MALTESE CAPITAL MANAGEMENT LLCin group MALTESE CAPITAL MANAGEMENT LLC145,000$4.52M0.8%-66,00013F-HRTimelineGroup
Palisades Investment Partners, LLC140,942$4.43M1.67%+3,42013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp121,430$3.78M<0.01%-13,02813F-HRTimelineGroup
COURIER CAPITAL LLC115,900$3.61M0.2%-17,10813F-HRTimeline
MENDON CAPITAL ADVISORS CORP100,000$3.12M1.22%-6,02213F-HRTimeline
Curi Capital, LLC100,000$3.12M0.05%013F-HRTimeline
Verition Fund Management LLC97,277$3.03M0.02%-266,92513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC94,577$2.95M<0.01%+9113F-HRTimelineGroup
Trexquant Investment LP92,246$2.88M0.03%+22,39113F-HRTimeline
SEGALL BRYANT & HAMILL, LLC71,985$2.24M0.03%-3913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC60,934$1.9M0.01%-1,14213F-HRTimeline
FMR LLCin group FMR LLC60,768$1.89M<0.01%+14,13513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/59,457$1.85M<0.01%-22,15013F-HRTimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND59,415$1.85M<0.01%013F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC54,148$1.69M<0.01%+1,46313F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…52,196$1.63M<0.01%-1,17013F-HRTimelineGroup
BAYVIEW ASSET MANAGEMENT, LLC50,000$1.56M1.4%013F-HRTimeline
Cutler Capital Management, LLC49,428$1.54M0.46%+1,10013F-HRTimeline
KENNEDY CAPITAL MANAGEMENT LLC46,348$1.44M0.03%013F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …46,176$1.44M<0.01%+7613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC41,527$1.29M<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…38,449$1.2M<0.01%+87213F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC37,972$1.18M<0.01%-1,52813F-HRTimeline
Nuveen, LLCin group TIAA37,026$1.15M<0.01%013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC36,320$1.13M<0.01%+6,77813F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.35,293$1.1M<0.01%-3,85313F-HRTimelineGroup
Numerai GP LLC30,508$951K0.11%-2,55613F-HRTimeline
Y-Intercept (Hong Kong) Ltd29,072$906K0.02%+2,60813F-HRTimeline
Franklin Resourcesgroup of 2 filers holding29,067$906K-5,008Timeline
GSA CAPITAL PARTNERS LLP28,305$882K0.08%+10,03113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC27,410$854K<0.01%-10,87413F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding26,257$818K-12,165Timeline
RHUMBLINE ADVISERS25,574$797K<0.01%-4,47813F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.25,114$783K<0.01%-44,01113F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd23,899$745K0.02%+15,44413F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC23,274$725K<0.01%+14,69513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN22,981$716K<0.01%+7,04413F-HRTimelineGroup
Creative Planningin group Creative Planning18,334$571K<0.01%+41213F-HRTimelineGroup
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.17,987$561K<0.01%new13F-HRTimelineGroup
Quantinno Capital Management LP17,309$540K<0.01%+2,13513F-HRTimeline
AlphaQuest LLC17,064$532K0.03%+72913F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO16,879$526K<0.01%+1,95713F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP15,924$496K<0.01%-1,47213F-HRTimelineGroup
Rafferty Asset Management, LLC15,084$470K<0.01%-9,28913F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.14,639$456K<0.01%-7,37013F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\14,468$451K<0.01%-12213F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS13,473$420K<0.01%new13F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/11,765$367K<0.01%+1,23213F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC11,695$365K<0.01%-172,92313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding11,475$358K-8,123Timeline
CITIGROUP INCin group CITIGROUP INC11,235$350K<0.01%-3,35613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,137$350K<0.01%+12613F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…11,210$349K<0.01%013F-HRTimelineGroup
Campbell & CO Investment Adviser LLC11,182$349K0.02%-1,32813F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC10,809$337K<0.01%-8,71413F-HRTimelineGroup
GREAT LAKES ADVISORS, LLC10,764$336K<0.01%-33713F-HRTimeline
Graham Capital Management, L.P.9,734$303K0.01%new13F-HRTimeline
Connor, Clark & Lunn Investment Managem…9,436$294K<0.01%new13F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…9,202$287K<0.01%+9913F-HRTimelineGroup
Brooklyn Investment Group9,061$286K0.01%new13F-HRTimeline
Stonebrook Private Inc.8,669$270K0.06%+1613F-HRTimeline
CWM, LLCin group CWM, LLC8,568$267K<0.01%+3413F-HRTimelineGroup
SG Americas Securities, LLC8,354$260K<0.01%new13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP8,025$250K<0.01%-3,15013F-HRTimelineGroup
Daytona Street Capital LLC8,000$249K0.19%13F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…7,980$249K<0.01%new13F-HRTimelineGroup
Aigen Investment Management, LP7,547$235K0.05%new13F-HRTimeline
Aquatic Capital Management LLC7,509$234K0.01%-4,63813F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…7,450$232K0.01%013F-HRTimelineGroup
INTECH INVESTMENT MANAGEMENT LLC7,271$227K<0.01%-1,55813F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P7,200$224K0.01%-90013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS6,130$191K<0.01%+2,03013F-HRTimelineGroup
Police & Firemen's Retirement System of…4,841$151K<0.01%-1,22813F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC4,115$118K<0.01%new13F-HRTimeline
Allworth Financial LP2,889$90.1K<0.01%-813F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP2,739$85.4K0.01%013F-HRTimelineGroup
EMC Capital Management2,542$79K0.04%-44913F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,084$65K0.01%new13F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc1,728$53.9K<0.01%-10013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,649$51.4K<0.01%-913F-HRTimelineGroup
COMERICA BANK1,647$51.3K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,613$50.3K<0.01%-32313F-HRTimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co1,607$50K<0.01%+49713F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,274$39.7K<0.01%+15913F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…1,223$38.1K<0.01%-1813F-HRTimeline
Sterling Capital Management LLC1,162$36.2K<0.01%-20913F-HRTimeline
Larson Financial Group LLC1,025$31.9K<0.01%-14513F-HRTimeline
MAI Capital Management1,003$31.3K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA980$30K<0.01%-3,81013F-HRTimelineGroup
Smartleaf Asset Management LLC762$23.9K<0.01%+74213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.649$20.2K<0.01%-4913F-HRTimelineGroup
AMALGAMATED BANK624$19K<0.01%-3613F-HRTimeline
GAMMA Investing LLC501$15.6K<0.01%+3313F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.500$15.6K<0.01%013F-HRTimelineGroup
SIMPLEX TRADING, LLC390$12.2K<0.01%new13F-HRTimeline
Arax Advisory Partners387$12.1K<0.01%-1,99713F-HRTimeline
Versant Capital Management, Inc274$8.54K<0.01%013F-HRTimeline
Community Bank, N.A.250$7.79K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…247$7.7K<0.01%new13F-HR/ATimelineGroup
Farther Finance Advisors, LLC240$7.48K<0.01%+15613F-HRTimeline
NISA INVESTMENT ADVISORS, LLC211$6.68K<0.01%-13413F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.158$4.92K<0.01%013F-HRTimelineGroup
Eurizon Capital SGR S.p.A.124$3.87K<0.01%13F-HRTimeline
Stone House Investment Management, LLC115$3.58K<0.01%+3413F-HRTimeline
FNY Investment Advisers, LLC100$3K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…83$2.59K<0.01%+513F-HRTimelineGroup
Essential Partners LLC70$2.18K<0.01%+713F-HRTimeline
SBI Securities Co., Ltd.55$1.71K<0.01%-2213F-HRTimeline
Parkside Financial Bank & Trust40$1.25K<0.01%013F-HRTimeline
True Wealth Design, LLC40$1.25K<0.01%013F-HRTimeline
Basecamp Wealth Advisors LLC36$1.12K<0.01%13F-HRTimeline
Capital Advisors, Ltd. LLC39$1K<0.01%013F-HRTimeline
Root Financial Partners, LLC27$842<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC20$623<0.01%013F-HRTimeline
SIGNATUREFD, LLC19$592<0.01%new13F-HRTimeline
Parallel Advisors, LLC13$405<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC4$125<0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC2$63<0.01%013F-HRTimeline
IFP Advisors, Inc2$62<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$31<0.01%013F-HRTimelineGroup
Covestor Ltd1$00%013F-HRTimelineValue filed as zero, left out of ratios.