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Financial Institutions Ownership | Who Owns Financial Institutions?

OverviewForecastRevenueFinancialsChartTranscripts

Financial Institutions Ownership Summary

Financial Institutions is owned by 82.64% institutional investors, 2.44% insiders, and 14.92% retail investors. Blackrock is the largest institutional shareholder, holding 9.07% of FISI shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.90% of its assets in Financial Institutions shares.

FISI Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockFinancial Institutions82.64%2.44%14.92%
SectorFinancial Services Stocks 71.97%15.45%12.58%
IndustryRegional Banks Stocks38.06%12.02%49.92%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock1.40M9.07%$26.99M
Blackrock funding, inc. /de1.35M8.72%$36.80M
Dimensional fund advisors lp971.66K6.28%$26.52M
Vanguard group925.28K5.98%$25.25M
Wellington management group llp670.36K4.33%$18.29M
Ategra capital management572.08K3.70%$15.61M
Pl capital advisors497.75K3.22%$13.58M
Commonwealth equity services452.87K2.93%$12.36M
American century companies424.82K2.75%$11.59M
Adage capital partners gp409.25K2.65%$11.17M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Ategra capital management572.08K10.33%$15.61M
Pl capital advisors497.75K4.64%$13.58M
Bayview asset management171.89K3.80%$4.69M
Jacobs asset management151.46K2.49%$4.13M
Fourthstone318.25K1.70%$8.69M
Rhino investment partners261.05K1.58%$7.12M
Mendon capital advisors100.00K1.34%$2.73M
Stieven capital advisors225.00K1.09%$6.14M
Endeavour capital advisors115.49K1.00%$3.15M
Maltese capital management226.10K0.94%$6.17M

Top Buyers

HolderShares% AssetsChange
Wellington management group llp670.36K0.00%670.36K
Adage capital partners gp409.25K0.02%409.25K
Verition fund management367.85K0.04%367.85K
Fourthstone318.25K1.70%297.90K
Rhino investment partners261.05K1.58%261.05K

Top Sellers

HolderShares% AssetsChange
Pl capital advisors497.75K4.64%-1.27M
Basswood capital management---304.89K
Modern wealth management---191.77K
Zacks investment management---184.77K
Ejf capital---123.69K

New Positions

HolderShares% AssetsChangeValue
Wellington management group llp670.36K0.00%670.36K$18.29M
Adage capital partners gp409.25K0.02%409.25K$11.17M
Verition fund management367.85K0.04%367.85K$10.04M
Rhino investment partners261.05K1.58%261.05K$7.12M
Azora capital lp227.66K0.28%227.66K$6.21M

Sold Out

HolderChange
True wealth design-17.00
Fny investment advisers-100.00
Cibc private wealth group-136.00
Aquatic capital management-183.00
Larson financial group-241.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 2025133-8.90%16,588,9016.75%820.82%76-8.43%3914.71%
Dec 31, 202414215.45%15,244,31426.78%981.63%8122.73%3310.00%
Sep 30, 202412313.89%12,023,76523.89%771.96%678.06%3015.38%
Jun 30, 20241075.94%9,705,4521.59%631.64%6152.50%26-35.00%
Mar 31, 20241011.00%9,553,5119.35%621.92%40-9.09%4014.29%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv583.72K2.90%3.74K
iShares Russell 2000 ETF467.92K2.33%228.00
Vanguard US Total Market Shares ETF459.28K2.29%-
Vanguard Institutional Extnd Mkt Idx Tr309.02K1.54%574.00
Avantis US Small Cap Value ETF276.91K1.38%-
DFA US Small Cap Value I246.11K1.22%-
iShares Russell 2000 Value ETF177.41K0.88%-
Fidelity Small Cap Index150.64K0.75%-
Zacks Small Cap Equity Strategy110.08K0.71%110.08K
DFA US Targeted Value I124.17K0.62%8.14K

Recent Insider Transactions

DateNameRoleActivityValue
Dec 13, 2024Latella Robert N-Buy$100.00K
Dec 13, 2024Quinn Kevin B Chief Comm Banking OfficerBuy$10.00K
Dec 13, 2024Collins Laurie R Chief Human Resources OfficerBuy$50.00K
Dec 13, 2024BYERS SANDRA L Principal Accounting OfficerBuy$20.00K
Dec 13, 2024Zupan Mark-Buy$50.00K

Insider Transactions Trends

DateBuySell
2027 Q1--
2026 Q3--
2025 Q4--
2024 Q3--
2024 Q2--

FISI Ownership FAQ

Who Owns Financial Institutions?

Financial Institutions shareholders are primarily institutional investors at 82.64%, followed by 2.44% insiders and 14.92% retail investors. The average institutional ownership in Financial Institutions's industry, Regional Banks Stocks, is 38.06%, which Financial Institutions exceeds.

Who owns the most shares of Financial Institutions?

Financial Institutions’s largest shareholders are Blackrock (1.4M shares, 9.07%), Blackrock funding, inc. /de (1.35M shares, 8.72%), and Dimensional fund advisors lp (971.66K shares, 6.28%). Together, they hold 24.08% of Financial Institutions’s total shares outstanding.

Does Blackrock own Financial Institutions?

Yes, BlackRock owns 9.07% of Financial Institutions, totaling 1.4M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 26.99M$. In the last quarter, BlackRock increased its holdings by 85.6K shares, a 6.53% change.

Who is Financial Institutions’s biggest shareholder by percentage of total assets invested?

Ategra capital management is Financial Institutions’s biggest shareholder by percentage of total assets invested, with 10.33% of its assets in 572.08K Financial Institutions shares, valued at 15.61M$.

Who is the top mutual fund holder of Financial Institutions shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Financial Institutions shares, with 2.90% of its total shares outstanding invested in 583.72K Financial Institutions shares.

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