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Financial Institutions Ownership | Who Owns Financial Institutions?

OverviewForecastRevenueFinancialsChartTranscripts

Financial Institutions Ownership Summary

Financial Institutions is owned by 78.09% institutional investors, 2.50% insiders, and 19.42% 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 3.02% of its assets in Financial Institutions shares.

FISI Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockFinancial Institutions78.09%2.50%19.42%
SectorFinancial Services Stocks 37.05%15.56%47.39%
IndustryRegional Banks Stocks38.44%12.57%48.99%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock1.40M9.07%$26.99M
Pl capital advisors1.82M9.04%$57.59M
Blackrock funding, inc. /de1.48M7.35%$46.87M
Vanguard group1.16M5.76%$36.06M
Dimensional fund advisors lp957.67K4.76%$30.37M
Adage capital partners gp948.44K4.72%$30.08M
Wellington management group llp900.49K4.48%$28.55M
State street579.12K2.88%$18.53M
Geode capital management568.70K2.83%$18.04M
Ategra capital management564.10K2.81%$17.89M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Pl capital advisors1.82M17.37%$57.59M
Ategra capital management564.10K8.89%$17.89M
Palisades investment partners146.50K1.84%$4.69M
Mendon capital advisors100.00K1.23%$3.17M
Maltese capital management116.96K0.73%$3.71M
Bayview asset management50.00K0.61%$1.59M
Canandaigua national154.88K0.44%$4.91M
Canandaigua national bank & trust155.05K0.43%$4.83M
Cutler capital management49.43K0.42%$1.57M
Azora capital lp227.66K0.28%$6.21M

Top Buyers

HolderShares% AssetsChange
Raymond james financial349.03K0.00%349.03K
Hillsdale investment management233.08K0.20%233.08K
Azora capital lp227.66K0.28%227.66K
Ubs group203.04K0.00%176.94K
Canandaigua national154.88K0.44%154.88K

Top Sellers

HolderShares% AssetsChange
Basswood capital management---304.89K
Commonwealth equity services58.90K0.00%-296.57K
Fourthstone---254.50K
Rhino investment partners---215.89K
Modern wealth management---191.77K

New Positions

HolderShares% AssetsChangeValue
Raymond james financial349.03K0.00%349.03K$11.07M
Hillsdale investment management233.08K0.20%233.08K$7.39M
Azora capital lp227.66K0.28%227.66K$6.21M
Canandaigua national154.88K0.44%154.88K$4.91M
Vanguard fiduciary trust126.35K0.00%126.35K$4.01M

Sold Out

HolderChange
Clearstead advisors-2.00
Parallel advisors-13.00
Stephens consulting-15.00
Signaturefd-19.00
Corecap advisors-34.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 2026146-1.35%15,694,542-1.11%781.25%8122.73%41-28.07%
Dec 31, 202564-54.29%5,778,660-64.58%280.44%26-66.67%22-42.11%
Sep 30, 202550-58.33%5,373,731-65.37%260.45%24-60.00%13-67.50%
Jun 30, 2025125-5.30%16,255,999-0.76%801.22%65-13.33%402.56%
Mar 31, 2025133-8.90%16,588,9016.75%820.82%76-8.43%3914.71%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv595.01K3.02%-
iShares Russell 2000 ETF461.21K2.34%3.90K
Vanguard US Total Market Shares ETF459.28K2.29%-
Vanguard Institutional Extnd Mkt Idx Tr219.48K1.11%-783.00
ProShares Russell 2000 Dividend Growers201.59K1.02%-
State Street® SPDR® S&PRgnllBkgETF199.78K1.01%-1.86K
Fidelity Small Cap Index195.39K0.99%3.92K
DFA US Small Cap Value I181.87K0.92%-
SPDR® S&P Regional Banking ETF179.78K0.89%-
iShares Russell 2000 Value ETF166.08K0.84%896.00

Recent Insider Transactions

DateNameRoleActivityValue
Mar 12, 2026Plants William Jack II Chief Financial OfficerBuy$19.88K
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

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 78.09%, followed by 2.50% insiders and 19.41% retail investors. The average institutional ownership in Financial Institutions's industry, Regional Banks Stocks, is 38.44%, which Financial Institutions exceeds.

Who owns the most shares of Financial Institutions?

Financial Institutions’s largest shareholders are Blackrock (1.4M shares, 9.07%), Pl capital advisors (1.82M shares, 9.04%), and Blackrock funding, inc. /de (1.48M shares, 7.35%). Together, they hold 25.46% 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 17.37% of its assets in 1.82M Financial Institutions shares, valued at 57.59M$.

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 3.02% of its total shares outstanding invested in 595.01K Financial Institutions shares.

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