Who owns Financial Institutions (FISI)
Which tracked institutional funds hold FISI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FISI company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on FISI is one-sided between 2026-Q1 and 2026-Q2: 58 added or opened and 15 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
FISI’s largest tracked holder by dollar value, PL Capital Advisors, LLC, sizes it at 19.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 19.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in FISI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 149 tracked filers holding FISI, 94 increased or opened the position and 56 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in FISI between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 6
- CANANDAIGUA NATIONAL BANK & TRUST CO$6M
- XTX Topco Ltd$807K
- Quadrature Capital Ltd$590K
- Oppenheimer & Close, LLC$565K
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$548K
- BAILARD, INC.$522K
Full exits 10
- ACADIAN ASSET MANAGEMENT LLC$18M
- ProShare Advisors LLC$6M
- LSV ASSET MANAGEMENT$5M
- CANANDAIGUA NATIONAL CORP$5M
- Verition Fund Management LLC$2M
- Thrivent Financial for Lutherans$2M
Largest adds
- BlackRock, Inc.$18M
- PL Capital Advisors, LLC$13M
- AMERICAN CENTURY COMPANIES INC$11M
- TWO SIGMA INVESTMENTS, LP$9M
- DIMENSIONAL FUND ADVISORS LP$9M
- JPMORGAN CHASE & CO$8M
Largest trims
- WELLINGTON MANAGEMENT GROUP LLP$26M
- UBS Group AG$6M
- RAYMOND JAMES FINANCIAL INC$1M
- RENAISSANCE TECHNOLOGIES LLC$1M
- SEI INVESTMENTS CO$433K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| PL Capital Advisors, LLC | 1,816,102 | $71M | 12.3% | 2026-Q2 |
| BlackRock, Inc. added | 1,667,260 | $65M | 11.3% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,002,481 | $39M | 6.8% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 841,166 | $33M | 5.7% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 834,969 | $33M | 5.6% | 2026-Q2 |
| STATE STREET CORP added | 592,493 | $23M | 4.0% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 586,724 | $23M | 4.0% | 2026-Q2 |
| Ategra Capital Management, LLC | 564,100 | $22M | 3.8% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 457,098 | $18M | 3.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 404,980 | $16M | 2.7% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 349,611 | $14M | 2.4% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 263,033 | $10M | 1.8% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 251,498 | $10M | 1.7% | 2026-Q2 |
| Hillsdale Investment Management Inc. added | 249,200 | $10M | 1.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 248,283 | $10M | 1.7% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 245,258 | $8M | 1.3% | 2026-Q2 |
| MORGAN STANLEY trimmed | 234,920 | $9M | 1.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 216,109 | $8M | 1.5% | 2026-Q2 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 199,502 | $8M | 1.3% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 193,831 | $8M | 1.3% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 179,154 | $7M | 1.2% | 2026-Q2 |
| NORTHERN TRUST CORP added | 176,215 | $7M | 1.2% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 162,212 | $6M | 1.1% | 2026-Q2 |
| CANANDAIGUA NATIONAL BANK & TRUST CO trimmed | 154,106 | $6M | 1.0% | 2026-Q2 |
| Palisades Investment Partners, LLC added | 150,826 | $6M | 1.0% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 136,904 | $5M | 0.9% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 130,123 | $5M | 0.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 128,688 | $5M | 0.9% | 2026-Q2 |
| COURIER CAPITAL LLC added | 119,133 | $5M | 0.8% | 2026-Q2 |
| Bank of New York Mellon Corp added | 117,844 | $5M | 0.8% | 2026-Q2 |
| Empowered Funds, LLC added | 109,154 | $4M | 0.7% | 2026-Q2 |
| Curi Capital, LLC | 100,017 | $4M | 0.7% | 2026-Q2 |
| MALTESE CAPITAL MANAGEMENT LLC trimmed | 100,000 | $4M | 0.7% | 2026-Q2 |
| MENDON CAPITAL ADVISORS CORP | 100,000 | $4M | 0.7% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 85,480 | $3M | 0.6% | 2026-Q2 |
| SEGALL BRYANT & HAMILL, LLC added | 76,010 | $3M | 0.5% | 2026-Q2 |
| Trexquant Investment LP added | 74,811 | $3M | 0.5% | 2026-Q2 |
| Nuveen, LLC added | 71,468 | $3M | 0.5% | 2026-Q2 |
| FMR LLC trimmed | 65,944 | $3M | 0.4% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 65,739 | $3M | 0.4% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 62,979 | $2M | 0.4% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 62,015 | $2M | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 57,721 | $2M | 0.4% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 52,741 | $2M | 0.4% | 2026-Q2 |
| BAYVIEW ASSET MANAGEMENT, LLC | 50,000 | $2M | 0.3% | 2026-Q2 |
| Cutler Capital Management, LLC | 49,428 | $2M | 0.3% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 46,241 | $2M | 0.3% | 2026-Q2 |
| MARTINGALE ASSET MANAGEMENT L P | 41,548 | $2M | 0.3% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 41,541 | $2M | 0.3% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 40,042 | $2M | 0.3% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 38,254 | $1M | 0.3% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 37,800 | $1M | 0.3% | 2026-Q2 |
| Man Group plc added | 37,570 | $1M | 0.3% | 2026-Q2 |
| Campbell & CO Investment Adviser LLC added | 32,892 | $1M | 0.2% | 2026-Q2 |
| Invesco Ltd. trimmed | 31,793 | $1M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 30,790 | $1M | 0.2% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 26,068 | $1M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 25,431 | $991K | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 23,839 | $929K | 0.2% | 2026-Q2 |
| Creative Planning added | 23,631 | $921K | 0.2% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 23,393 | $912K | 0.2% | 2026-Q2 |
| Informed Momentum Co LLC trimmed | 21,546 | $840K | 0.1% | 2026-Q2 |
| XTX Topco Ltd trimmed | 20,707 | $807K | 0.1% | 2026-Q2 |
| STRS OHIO added | 19,800 | $772K | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC | 19,427 | $757K | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 19,219 | $749K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 17,847 | $695K | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 16,948 | $660K | 0.1% | 2026-Q2 |
| ALPS ADVISORS INC added | 16,572 | $646K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 16,499 | $643K | 0.1% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC trimmed | 16,185 | $631K | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 15,812 | $617K | 0.1% | 2026-Q2 |
| Quadrature Capital Ltd trimmed | 15,129 | $590K | 0.1% | 2026-Q2 |
| Oppenheimer & Close, LLC new | 14,500 | $565K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 14,118 | $548K | 0.1% | 2026-Q2 |
| BAILARD, INC. trimmed | 13,400 | $522K | 0.1% | 2026-Q2 |
| UBS Group AG trimmed | 13,023 | $508K | 0.1% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 12,741 | $497K | 0.1% | 2026-Q2 |
| Graham Capital Management, L.P. added | 12,162 | $474K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 11,705 | $456K | 0.1% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC new | 11,447 | $446K | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 11,144 | $434K | 0.1% | 2026-Q2 |
| GREAT LAKES ADVISORS, LLC trimmed | 11,043 | $430K | 0.1% | 2026-Q2 |
| Squarepoint Ops LLC added | 10,995 | $428K | 0.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 10,598 | $413K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 9,073 | $354K | 0.1% | 2026-Q2 |
| Rafferty Asset Management, LLC trimmed | 8,833 | $344K | 0.1% | 2026-Q2 |
| BARCLAYS PLC trimmed | 8,800 | $343K | 0.1% | 2026-Q2 |
| Stonebrook Private Inc. added | 8,759 | $341K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV new | 8,625 | $336K | 0.1% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 8,310 | $324K | 0.1% | 2026-Q2 |
| Engineers Gate Manager LP trimmed | 7,836 | $305K | 0.1% | 2026-Q2 |
| Sterling Capital Management LLC added | 7,687 | $300K | 0.1% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC | 7,450 | $290K | 0.1% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 7,108 | $277K | 0.0% | 2026-Q2 |
| BANK OF NOVA SCOTIA new | 6,600 | $257K | 0.0% | 2026-Q2 |
| Mariner, LLC new | 6,554 | $255K | 0.0% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey added | 6,000 | $234K | 0.0% | 2026-Q2 |
| INTECH INVESTMENT MANAGEMENT LLC trimmed | 5,780 | $225K | 0.0% | 2026-Q2 |
| Cerity Partners LLC new | 5,625 | $219K | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.