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Financial Institutions Inc (FISI)

CUSIP: 317585404 | NYSE | Financial Services · Banks - Regional | Small Cap | 440 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Dimensional Fund Advisors LP1,048,662
0.0% of portfolio›$40.9M
Palisades Investment Partners, LLC173,603
2.0% of portfolio›$6.8M
Canandaigua National Bank & Trust Co149,700
0.5% of portfolio›$5.8M
Courier Capital LLC121,585
0.2% of portfolio›$4.7M
Inspire Investing, LLC61,146
0.1% of portfolio›$2.4M
Commonwealth Equity Services, LLC58,003
0.0% of portfolio›$2.3M
Wealth Enhancement Advisory Services, LLC44,726
0.0% of portfolio›$1.7M
Y-Intercept (Hong Kong) Ltd37,161
0.0% of portfolio›$1.4M
MacKenzie Financial Corp35,805
0.0% of portfolio›$1.4M
Creative Planning26,964
0.0% of portfolio›$1.1M
Strs Ohio24,600
0.0% of portfolio›$958.9K
Bailard, Inc.23,800
0.0% of portfolio›$927.7K
SummerHaven Investment Management, LLC23,539
0.5% of portfolio›$917.6K
Citigroup Inc15,082
0.0% of portfolio›$587.9K
Alps Advisors Inc14,151
0.0% of portfolio›$551.6K
Daytona Street Capital LLC8,000
0.2% of portfolio›$317.4K
Sterling Capital Management LLC7,674
0.0% of portfolio›$299.1K
Tompkins Financial Corp2,739
0.0% of portfolio›$106.8K
Pinnacle Wealth Planning Services, Inc.2,021
0.0% of portfolio›$78.8K
First Horizon Corp899
0.0% of portfolio›$35.0K
State of Alaska, Department of Revenue741
0.0% of portfolio›$28
Gamma Investing LLC651
0.0% of portfolio›$25.4K
EverSource Wealth Advisors, LLC371
0.0% of portfolio›$14.5K
Versant Capital Management, Inc274
0.0% of portfolio›$10.7K
Farther Finance Advisors, LLC237
0.0% of portfolio›$9.2K
SJS Investment Consulting Inc.229
0.0% of portfolio›$8.9K
Nisa Investment Advisors, LLC213
0.0% of portfolio›$8.4K
IFP Advisors, Inc124
0.0% of portfolio›$4.8K
Essential Partners LLC118
0.0% of portfolio›$4.6K
Root Financial Partners, LLC103
0.0% of portfolio›$4.0K
GK Wealth Management LLC90
0.0% of portfolio›$3.5K
Clark Wealth Partners78
0.0% of portfolio›$3.1K
Parkside Financial Bank & Trust50
0.0% of portfolio›$2.0K
True Wealth Design, LLC40
0.0% of portfolio›$1.6K
Capital Advisors, Ltd. LLC39
0.0% of portfolio›$2
Assetmark, Inc14
0.0% of portfolio›$546
Covestor Ltd9
0.0% of portfolio›$0
Provenance Wealth Advisors, LLC8
0.0% of portfolio›$312
James T. Borello RIA4
0.0% of portfolio›$156
Hughes Financial Services, LLC1
0.0% of portfolio›$41
GHP Investment Advisors, Inc.1
0.0% of portfolio›$39
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,048,662$40.9M0.0%IndexLowAustin, TX2026-11-04
Palisades Investment Partners, LLC
173,603$6.8M2.0%GARPMediumSanta Monica, CA2026-11-03
Canandaigua National Bank & Trust Co
149,700$5.8M0.5%CoreVery LowCanandaigua, NY2026-10-07
Courier Capital LLC
121,585$4.7M0.2%ETFLowBuffalo, NY2026-10-19
Inspire Investing, LLC
61,146$2.4M0.1%GARPHighMeridian, ID2026-10-22
Commonwealth Equity Services, LLC
58,003$2.3M0.0%ETFLowWaltham, MA2026-11-02
Wealth Enhancement Advisory Services, LLC
44,726$1.7M0.0%CoreLowPlymouth, MN2026-10-13
Y-Intercept (Hong Kong) Ltd
37,161$1.4M0.0%ValueVery HighHong Kong, South Korea2026-10-16
MacKenzie Financial Corp
35,805$1.4M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Creative Planning
26,964$1.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Strs Ohio
24,600$958.9K0.0%CoreMediumColumbus, OH2026-10-30
Bailard, Inc.
23,800$927.7K0.0%GrowthMediumFoster City, CA2026-10-13
SummerHaven Investment Management, LLC
23,539$917.6K0.5%Deep ValueHighStamford, CT2026-10-19
Citigroup Inc
15,082$587.9K0.0%CoreMediumNew York, NY2026-11-04
Alps Advisors Inc
14,151$551.6K0.0%YieldLowDenver, CO2026-11-03
Daytona Street Capital LLC
8,000$317.4K0.2%Deep ValueMediumSaint Louis, MO2026-10-15
Sterling Capital Management LLC
7,674$299.1K0.0%GARPMediumCharlotte, NC2026-10-22
Tompkins Financial Corp
2,739$106.8K0.0%CoreLowIthaca, NY2026-10-05
Pinnacle Wealth Planning Services, Inc.
2,021$78.8K0.0%GARPLowMansfield, OH2026-10-27
First Horizon Corp
899$35.0K0.0%CoreLowMemphis, TN2026-10-26
State of Alaska, Department of Revenue
741$280.0%CoreVery LowJuneau, AK2026-10-15
Gamma Investing LLC
651$25.4K0.0%IndexVery LowFoster City, CA2026-10-08
EverSource Wealth Advisors, LLC
371$14.5K0.0%CoreMediumBirmingham, AL2026-11-04
Versant Capital Management, Inc
274$10.7K0.0%GARPLowPhoenix, AZ2026-10-02
Farther Finance Advisors, LLC
237$9.2K0.0%IndexLowSan Francisco, CA2026-10-08
SJS Investment Consulting Inc.
229$8.9K0.0%ETFVery LowSylvania, OH2026-10-26
Nisa Investment Advisors, LLC
213$8.4K0.0%IndexVery LowSt. Louis, MO2026-10-20
IFP Advisors, Inc
124$4.8K0.0%GrowthLowTampa, FL2026-10-16
Essential Partners LLC
118$4.6K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Root Financial Partners, LLC
103$4.0K0.0%ETFMediumEncinitas, CA2026-10-21
GK Wealth Management LLC
90$3.5K0.0%GARPVery HighReno, NV2026-10-09
Clark Wealth Partners
78$3.1K0.0%ETFVery LowO'Fallon, IL2026-10-19
Parkside Financial Bank & Trust
50$2.0K0.0%CoreVery LowSaint Louis, MO2026-10-27
True Wealth Design, LLC
40$1.6K0.0%ETFMediumAkron, OH2026-10-13
Capital Advisors, Ltd. LLC
39$20.0%ETFLowShaker Heights, OH2026-10-27
Assetmark, Inc
14$5460.0%ETFLowConcord, CA2026-10-21
Covestor Ltd
9$00.0%ValueHighLondon, United Kingdom2026-10-30
Provenance Wealth Advisors, LLC
8$3120.0%ETFLowFort Lauderdale, FL2026-10-30
James T. Borello RIA
4$1560.0%ETFVery LowEast Dundee, IL2026-10-16
Hughes Financial Services, LLC
1$410.0%ETFLowHerndon, VA2026-10-30
GHP Investment Advisors, Inc.
1$390.0%CoreVery LowDenver, CO2026-10-15