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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. Pl capital advisors is the largest institutional shareholder, holding 9.25% of FISI shares. Vanguard Morn Total Stk Mkt Idx Investor 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 746.79%13.83%-660.62%
IndustryRegional Banks Stocks38.12%12.89%48.99%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Pl capital advisors1.82M9.25%$70.77M
Blackrock1.40M9.07%$26.99M
Blackrock funding, inc. /de1.67M8.49%$64.97M
Vanguard group1.16M5.76%$36.06M
Dimensional fund advisors lp1.00M5.10%$39.07M
Vanguard capital management841.17K4.28%$32.78M
Adage capital partners gp834.97K4.25%$32.54M
Acadian asset management593.37K3.02%$23.12M
State street592.49K3.02%$23.27M
Geode capital management586.72K2.99%$22.87M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Pl capital advisors1.82M19.67%$70.77M
Ategra capital management564.10K9.89%$21.98M
Palisades investment partners150.83K1.68%$5.92M
Mendon capital advisors100.00K1.38%$3.90M
Maltese capital management100.00K0.71%$3.90M
Canandaigua national bank & trust154.11K0.51%$6.01M
Cutler capital management49.43K0.50%$1.93M
Canandaigua national154.88K0.44%$4.91M
Bayview asset management50.00K0.39%$1.95M
Oppenheimer & close14.50K0.36%$565.07K

Top Buyers

HolderShares% AssetsChange
American century companies349.61K0.01%261.85K
Azora capital lp227.66K0.28%227.66K
Blackrock funding, inc. /de1.67M0.00%189.19K
Two sigma investments, lp457.10K0.01%182.36K
Sixth street partners management company162.21K0.00%162.21K

Top Sellers

HolderShares% AssetsChange
Wellington management group llp62.98K0.00%-837.51K
Basswood capital management---304.89K
Fourthstone---254.50K
Rhino investment partners---215.89K
Proshare advisors---204.26K

New Positions

HolderShares% AssetsChangeValue
Azora capital lp227.66K0.28%227.66K$6.21M
Sixth street partners management company162.21K0.00%162.21K$6.32M
Canandaigua national154.88K0.44%154.88K$4.91M
Canandaigua national bank & trust154.11K0.51%154.11K$6.01M
Oxford asset management llp16.01K0.16%16.01K$435.53K

Sold Out

HolderChange
Parallel advisors-13.00
Stephens consulting-15.00
Signaturefd-19.00
Corecap advisors-34.00
Covestor-39.00

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 Morn Total Stk Mkt Idx Investor595.01K3.02%-
Vanguard Total Stock Mkt Idx Inv595.01K3.02%-
iShares Russell 2000 ETF561.91K2.85%-9.98K
Vanguard US Total Market Shares ETF459.28K2.29%-
Avantis US Small Cap Value ETF302.86K1.54%1.85K
Vanguard Institutional Extnd Mkt Idx Tr226.69K1.15%3.42K
ProShares Russell 2000 Dividend Growers202.91K1.03%446.00
DFA US Small Cap Value I198.82K1.01%-
Fidelity Small Cap Index196.24K1.00%1.07K
iShares Russell 2000 Value ETF189.81K0.96%-

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 38.12%, which Financial Institutions exceeds.

Who owns the most shares of Financial Institutions?

Financial Institutions’s largest shareholders are Pl capital advisors (1.82M shares, 9.25%), Blackrock (1.4M shares, 9.07%), and Blackrock funding, inc. /de (1.67M shares, 8.49%). Together, they hold 26.81% 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 19.67% of its assets in 1.82M Financial Institutions shares, valued at 70.77M$.

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

Vanguard Morn Total Stk Mkt Idx Investor 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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