Financial Institutions Ownership | Who Owns Financial Institutions?

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Financial Institutions Ownership Summary

Financial Institutions is owned by 26.77% institutional investors, 2.60% insiders, and 70.63% 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 2.84% of its assets in Financial Institutions shares.

FISI Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Financial Institutions	26.77%	2.60%	70.63%
Sector	Financial Services Stocks	36.95%	15.48%	47.58%
Industry	Regional Banks Stocks	39.22%	12.54%	48.24%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	1.40M	9.07%	$26.99M
Pl capital advisors	1.77M	8.84%	$48.28M
Blackrock funding, inc. /de	1.45M	7.23%	$39.46M
Vanguard group	1.10M	5.46%	$29.80M
Dimensional fund advisors lp	951.11K	4.74%	$25.87M
Adage capital partners gp	811.22K	4.04%	$22.07M
Wellington management group llp	736.83K	3.67%	$20.04M
Ategra capital management	572.08K	2.85%	$15.56M
State street	544.65K	2.71%	$14.98M
Geode capital management	485.99K	2.42%	$13.22M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Pl capital advisors	1.77M	16.02%	$48.28M
Ategra capital management	572.08K	9.18%	$15.56M
Rhino investment partners	220.25K	1.89%	$5.99M
Fourthstone	322.20K	1.57%	$8.76M
Palisades investment partners	137.52K	1.48%	$3.78M
Mendon capital advisors	106.02K	1.11%	$2.88M
Maltese capital management	211.00K	0.87%	$5.74M
Banc funds	104.00K	0.49%	$2.83M
Canandaigua national bank & trust	179.72K	0.43%	$4.89M
Cutler capital management	48.33K	0.42%	$1.31M

Top Buyers

Holder	Shares	% Assets	Change
Pl capital advisors	1.77M	16.02%	413.38K
Azora capital lp	227.66K	0.28%	227.66K
Proshare advisors	459.80K	0.03%	223.48K
Wellington management group llp	736.83K	0.00%	187.30K
Two sigma investments, lp	175.43K	0.01%	87.65K

Top Sellers

Holder	Shares	% Assets	Change
Fourthstone	322.20K	1.57%	-524.46K
Basswood capital management	-	-	-304.89K
American century companies	52.69K	0.00%	-198.65K
Modern wealth management	-	-	-191.77K
Zacks investment management	-	-	-184.77K

New Positions

Holder	Shares	% Assets	Change	Value
Azora capital lp	227.66K	0.28%	227.66K	$6.21M
Numerai gp	33.06K	0.13%	33.06K	$899.34K
Gsa capital partners llp	18.27K	0.04%	18.27K	$497.00K
Marshall wace, llp	17.40K	0.00%	17.40K	$473.17K
Quest partners	16.34K	0.03%	16.34K	$444.31K

Sold Out

Holder	Change
Ifp advisors	-4.00
Stephens consulting	-15.00
Corecap advisors	-34.00
Covestor	-39.00
Fny investment advisers	-100.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2025	50	-58.33%	5,373,731	-65.37%	26	0.45%	24	-60.00%	13	-67.50%
Jun 30, 2025	125	-5.30%	16,255,999	-0.76%	80	1.22%	65	-13.33%	40	2.56%
Mar 31, 2025	133	-8.90%	16,588,901	6.75%	82	0.82%	76	-8.43%	39	14.71%
Dec 31, 2024	142	15.45%	15,244,314	26.78%	98	1.63%	81	22.73%	33	10.00%
Sep 30, 2024	123	13.89%	12,023,765	23.89%	77	1.96%	67	8.06%	30	15.38%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	571.76K	2.84%	-12.97K
iShares Russell 2000 ETF	476.84K	2.37%	-
Vanguard US Total Market Shares ETF	459.28K	2.29%	-
ProShares Russell 2000 Dividend Growers	228.46K	1.14%	-121.00
Avantis US Small Cap Value ETF	225.47K	1.12%	-16.95K
Vanguard Institutional Extnd Mkt Idx Tr	218.07K	1.08%	-94.77K
Fidelity Small Cap Index	198.30K	0.99%	5.66K
DFA US Small Cap Value I	181.87K	0.90%	-24.34K
SPDR® S&P Regional Banking ETF	179.78K	0.89%	-
iShares Russell 2000 Value ETF	177.18K	0.88%	-

Recent Insider Transactions

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

Insider Transactions Trends

Date	Buy	Sell
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 26.77%, followed by 2.60% insiders and 70.63% retail investors. The average institutional ownership in Financial Institutions's industry, Regional Banks Stocks, is 39.22%, which Financial Institutions falls below.

Who owns the most shares of Financial Institutions?

Financial Institutions’s largest shareholders are Blackrock (1.4M shares, 9.07%), Pl capital advisors (1.77M shares, 8.84%), and Blackrock funding, inc. /de (1.45M shares, 7.23%). Together, they hold 25.14% 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?

Pl capital advisors is Financial Institutions’s biggest shareholder by percentage of total assets invested, with 16.02% of its assets in 1.77M Financial Institutions shares, valued at 48.28M$.

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 2.84% of its total shares outstanding invested in 571.76K Financial Institutions shares.

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