FINANCIAL INSTITUTIONS INC

FISI (FINANCIAL INSTITUTIONS INC) is held by 87 institutional investors as of Q1 2026. Largest holders: BlackRock, Inc. ($46.9M), DIMENSIONAL FUND ADVISORS LP ($30.4M), ADAGE CAPITAL PARTNERS GP, L.L.C. ($30.1M). Net institutional sentiment: Mixed.

87

Holders

Avg rating(7 Elite)

$314.3M

Total Value

57% (96)

Fund Consensus

51 buying - 38 selling

FISmart Money Verdict

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56Mixed MomentumStrong Convergence

Institutional (13F)60

Insider (Form 4)51

Activist (13D/13G)51

Congressional (STOCK Act)

No data

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See how FISI's score breaks down across 4 SEC sources

Holder Quality

7

★★★★★

Elite

29

★★★★

Strong

28

★★★

Solid

23

★★

Below

9

★

Weak

Held by 87 funds

7 elite

Who's Trading

ActivistWellington Management Group LLP4.6%May 15, 2026

ActivistThe Vanguard Group0.0%Mar 26, 2026

InsiderPIPlants William Jack IIBuy $20KMar 12, 2026

View all insider tradesView all activist filings

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (87)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Increased	1.5M(+1.1%)	$46.9M	0.0%	+31.41%	29
DIMENSIONAL FUND ADVISORS LP	Increased	957,667(+0.2%)	$30.4M	0.0%	+94.87%	29
AGADAGE CAPITAL PARTNERS GP, L.L.C.	Decreased	948,441(-2.4%)	$30.1M	0.0%	+29.29%	0
WELLINGTON MANAGEMENT GROUP LLP	Decreased	900,493(-14.2%)	$28.6M	0.0%	+22.30%	0
STATE STREET CORP	Increased	579,119(+14.1%)	$18.5M	0.0%	+43.86%	32
GEODE CAPITAL MANAGEMENT, LLC	Increased	568,696(+17.9%)	$18M	0.0%	+53.51%	33
RAYMOND JAMES FINANCIAL INC	New	349,028	$11.1M	0.0%	+6.86%	38
TWO SIGMA INVESTMENTS, LP	Increased	274,740(+68.0%)	$8.7M	0.0%	+24.56%	41
MORGAN STANLEY	Decreased	260,727(-22.7%)	$8.3M	0.0%	+53.58%	0
ALLIANCEBERNSTEIN L.P.	Increased	253,226(+5.5%)	$7.9M	0.0%	+29.86%	29
GOLDMAN SACHS GROUP INC	Increased	245,175(+14.3%)	$7.8M	0.0%	+27.06%	31
JPMORGAN CHASE & CO	Decreased	242,921(-15.7%)	$7.5M	0.0%	+36.70%	0
ProShare Advisors LLC	Increased	204,256(+4.5%)	$6.5M	0.0%	+28.46%	28
UBS Group AG	Increased	203,036(+677.9%)	$6.4M	0.0%	+10.63%	44
RENAISSANCE TECHNOLOGIES LLC	Decreased	202,931(-25.2%)	$6.4M	0.0%	+61.18%	0
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	Decreased	202,302(-44.0%)	$6.4M	0.0%	+57.30%	0
NORTHERN TRUST CORP	Increased	165,519(+3.3%)	$5.2M	0.0%	+70.61%	28
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Decreased	160,181(-5.1%)	$5.1M	0.0%	+64.76%	0
AQR CAPITAL MANAGEMENT LLC	Increased	158,010(+67.1%)	$5M	0.0%	+37.01%	40
BANK OF AMERICA CORP /DE/	Increased	119,691(+101.3%)	$3.8M	0.0%	+17.20%	43

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer