13FBOX
FINANCIAL INSTITUTIONS INC COM · 13F Institutional Holdings
Options Calculator Rankings

FINANCIAL INSTITUTIONS INC COM

FISI
Institutions
158
Combined AUM (Q2 2026)
$612.0M
Combined Shares (Q2 2026)
15.7M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+1.9M
99 · 26 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-2.0M
51 · 18 Exit · ≈
⚖️ Net
-112,842
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$612.0M
Institutions
158
New Buys
26
Adds
73
Reduces
33
Exits
18
Unchanged
26
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
PL Capital Advisors, LLC
19.67%17.37%#1$70.8M1.8M$57.6M1.8M00.00%Unchanged
BlackRock, Inc.
<0.01%<0.01%#74$65.0M1.7M$46.9M1.5M+189,188+12.80%Add
DIMENSIONAL FUND ADVISORS LP
0.01%0.01%#36$39.1M1.0M$30.4M957,667+44,814+4.68%Add
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#87$32.8M841,166$26.5M835,538+5,628+0.67%Add
ADAGE CAPITAL PARTNERS GP, L.L.C.
0.05%0.05%#18$32.5M834,969$30.1M948,441-113,472-11.96%Reduce
STATE STREET CORP
<0.01%<0.01%#88$23.3M592,493$18.5M579,119+13,374+2.31%Add
ACADIAN ASSET MANAGEMENT LLC
0.03%0.02%#21$23.1M593,367$17.6M554,604+38,763+6.99%Add
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#67$22.9M586,724$18.0M568,696+18,028+3.17%Add
Ategra Capital Management, LLC
9.89%8.89%#2$22.0M564,100$17.9M564,10000.00%Unchanged
TWO SIGMA INVESTMENTS, LP
0.01%0.01%#26$17.8M457,098$8.7M274,740+182,358+66.37%Add
JPMORGAN CHASE & CO
<0.01%<0.01%#77$15.7M404,980$7.5M242,921+162,059+66.71%Add
AMERICAN CENTURY COMPANIES INC
0.01%<0.01%#39$13.6M349,611$2.8M87,761+261,850+298.37%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%<0.01%#100$10.3M263,033$6.8M212,927+50,106+23.53%Add
AQR CAPITAL MANAGEMENT LLC
<0.01%<0.01%#44$9.8M251,498$5.0M158,010+93,488+59.17%Add
Hillsdale Investment Management Inc.
0.22%0.2%#11$9.7M249,200$7.4M233,080+16,120+6.92%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#54$9.7M248,283$11.1M349,028-100,745-28.86%Reduce
MORGAN STANLEY
<0.01%<0.01%#97$9.2M234,920$7.2M264,929-30,009-11.33%Reduce
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#86$8.4M216,109$7.8M245,175-29,066-11.86%Reduce
ALLIANCEBERNSTEIN L.P.
<0.01%<0.01%#53$7.8M245,258$7.9M253,226-7,968-3.15%Reduce
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
0.02%0.02%#23$7.8M199,502$6.4M202,302-2,800-1.38%Reduce
Qube Research & Technologies Ltd
0.01%<0.01%#37$7.6M193,831$2.1M67,644+126,187+186.55%Add
LSV ASSET MANAGEMENT
0.01%0.01%#27$7.0M179,800$5.2M163,900+15,900+9.70%Add
BRIDGEWAY CAPITAL MANAGEMENT, LLC
0.12%0.11%#12$7.0M179,154$5.4M171,340+7,814+4.56%Add
NORTHERN TRUST CORP
<0.01%<0.01%#81$6.9M176,215$5.2M165,519+10,696+6.46%Add
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#78$6.3M162,212$5.1M160,181+2,031+1.27%Add
CANANDAIGUA NATIONAL BANK & TRUST CO
0.51%#6$6.0M154,106$00+154,106New Buy
Palisades Investment Partners, LLC
1.68%1.84%#3$5.9M150,826$4.7M146,504+4,322+2.95%Add
RENAISSANCE TECHNOLOGIES LLC
0.01%0.01%#35$5.3M136,904$6.4M202,931-66,027-32.54%Reduce
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#68$5.1M130,123$4.0M126,348+3,775+2.99%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#108$5.0M128,688$3.8M119,691+8,997+7.52%Add
COURIER CAPITAL LLC
0.23%0.21%#10$4.6M119,133$3.7M117,201+1,932+1.65%Add
Bank of New York Mellon Corp
<0.01%<0.01%#84$4.6M117,844$3.7M115,244+2,600+2.26%Add
Empowered Funds, LLC
0.02%0.02%#24$4.3M109,154$3.2M101,340+7,814+7.71%Add
Curi Capital, LLC
0.06%0.06%#17$3.9M100,017$3.2M100,01700.00%Unchanged
MALTESE CAPITAL MANAGEMENT LLC
0.71%0.73%#5$3.9M100,000$3.7M116,963-16,963-14.50%Reduce
MENDON CAPITAL ADVISORS CORP
1.38%1.23%#4$3.9M100,000$3.2M100,00000.00%Unchanged
CITADEL ADVISORS LLC
<0.01%<0.01%#104$3.6M91,380$363,36511,459+79,921+697.45%Add
SEGALL BRYANT & HAMILL, LLC
0.04%0.02%#20$3.0M76,010$1.4M43,315+32,695+75.48%Add
Trexquant Investment LP
0.02%0.01%#25$2.9M74,811$1.1M33,666+41,145+122.22%Add
Nuveen, LLC
<0.01%<0.01%#89$2.8M71,468$1.8M56,857+14,611+25.70%Add
FMR LLC
<0.01%<0.01%#126$2.6M65,944$2.3M72,558-6,614-9.12%Reduce
PRUDENTIAL FINANCIAL INC
<0.01%<0.01%#51$2.6M65,739$648,12120,439+45,300+221.64%Add
WELLINGTON MANAGEMENT GROUP LLP
<0.01%0.01%#101$2.5M62,979$28.6M900,493-837,514-93.01%Reduce
NEW YORK STATE COMMON RETIREMENT FUND
<0.01%<0.01%#47$2.4M62,015$1.9M59,415+2,600+4.38%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#50$2.2M57,721$1.9M58,903-1,182-2.01%Reduce
Russell Investments Group, Ltd.
<0.01%<0.01%#65$2.1M52,741$1.1M35,006+17,735+50.66%Add
Bayview Asset Management, LLC
0.39%0.61%#8$1.9M50,000$1.6M50,00000.00%Unchanged
Cutler Capital Management, LLC
0.5%0.51%#7$1.9M49,428$1.6M49,42800.00%Unchanged
Universal- Beteiligungs- und Servicegesellschaft mbH
<0.01%<0.01%#52$1.8M46,241$1.5M46,176+65+0.14%Add
MARTINGALE ASSET MANAGEMENT L P
0.04%0.03%#19$1.6M41,548$1.3M41,54800.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow