Financial Institutions Ownership 2024 | Who Owns Financial Institutions Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

52.99%

Insider Ownership

2.80%

Retail Ownership

44.22%

Institutional Holders

75.00

Financial Institutions Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BLACKROCK INC.8.52%0.00%1,311,645-67,731-4.91%24,685,159Mar 31, 2024
DIMENSIONAL FUND ADVISORS LP6.65%0.01%1,023,334-3,852-0.38%19,259,147Mar 31, 2024
VANGUARD GROUP INC5.10%0.00%784,92816,4622.14%14,772,346Mar 31, 2024
COMMONWEALTH EQUITY SERVICES, LLC2.95%0.01%453,752453,752100.00%8,540,000Mar 31, 2024
LSV ASSET MANAGEMENT2.24%0.01%344,957--6,492,000Mar 31, 2024
COURIER CAPITAL LLC2.20%0.46%338,686121,23355.75%6,374,073Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC2.17%0.00%334,2978,9382.75%6,292,216Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC1.98%0.01%305,100-48,300-13.67%5,742,000Mar 31, 2024
PL CAPITAL ADVISORS, LLC1.96%2.16%301,281112,48159.58%5,670,108Mar 31, 2024
CANANDAIGUA NATIONAL BANK & TRUST CO1.95%0.83%300,672-6,905-2.25%5,658,647Mar 31, 2024
ACADIAN ASSET MANAGEMENT LLC1.94%0.02%298,39864,68027.67%5,615,000Mar 31, 2024
STATE STREET CORP1.75%0.00%269,197-7,889-2.85%5,144,691Mar 31, 2024
AMERICAN CENTURY COMPANIES INC1.57%0.00%242,13733,09815.83%4,557,018Mar 31, 2024
MORGAN STANLEY1.41%0.00%216,49825,61313.42%4,074,518Mar 31, 2024
BASSWOOD CAPITAL MANAGEMENT, L.L.C.1.37%0.23%211,112211,112100.00%3,973,128Mar 31, 2024
PRUDENTIAL FINANCIAL INC1.33%0.01%204,848-10,900-5.05%3,855,240Mar 31, 2024
NORTHERN TRUST CORP1.30%0.00%200,727-14,092-6.56%3,777,683Mar 31, 2024
MODERN WEALTH MANAGEMENT, LLC1.18%0.31%181,779181,779100.00%3,430,170Mar 31, 2024
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC1.01%0.01%154,808-6,400-3.97%2,913,487Mar 31, 2024
BANK OF NEW YORK MELLON CORP0.99%0.00%152,604-3,426-2.20%2,872,010Mar 31, 2024

Financial Institutions's largest institutional shareholder is BLACKROCK INC., holding 8.52% of the company's total share outstanding, currently valued at $24.69M. The top 10 institutional shareholders own together 35.72% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
PL CAPITAL ADVISORS, LLC1.96%2.16%301,281112,48159.58%5,670,108Mar 31, 2024
CANANDAIGUA NATIONAL BANK & TRUST CO1.95%0.83%300,672-6,905-2.25%5,658,647Mar 31, 2024
GATOR CAPITAL MANAGEMENT, LLC0.53%0.78%81,223-27,500-25.29%1,528,617Mar 31, 2024
COURIER CAPITAL LLC2.20%0.46%338,686121,23355.75%6,374,073Mar 31, 2024
CUTLER CAPITAL MANAGEMENT, LLC0.30%0.34%45,683370.08%859,747Mar 31, 2024
MODERN WEALTH MANAGEMENT, LLC1.18%0.31%181,779181,779100.00%3,430,170Mar 31, 2024
BASSWOOD CAPITAL MANAGEMENT, L.L.C.1.37%0.23%211,112211,112100.00%3,973,128Mar 31, 2024
CORNERCAP INVESTMENT COUNSEL INC0.16%0.07%24,275--456,856Mar 31, 2024
NVERSES CAPITAL, LLC0.01%0.06%1,3001,300100.00%24,466,000Mar 31, 2024
GLOBEFLEX CAPITAL L P0.17%0.05%26,734-2,083-7.23%503,134Mar 31, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC0.71%0.04%108,6004,3754.20%2,043,852Mar 31, 2024
GSA CAPITAL PARTNERS LLP0.15%0.03%23,00523,005100.00%433,000Mar 31, 2024
CAMPBELL & CO INVESTMENT ADVISER LLC0.14%0.03%21,06421,064100.00%396,424Mar 31, 2024
EMPOWERED FUNDS, LLC0.38%0.02%58,6004,3758.07%1,102,852Mar 31, 2024
ACADIAN ASSET MANAGEMENT LLC1.94%0.02%298,39864,68027.67%5,615,000Mar 31, 2024
MARTINGALE ASSET MANAGEMENT L P0.31%0.02%47,399-11,233-19.16%892,050Mar 31, 2024
COBBLESTONE CAPITAL ADVISORS LLC /NY/0.08%0.01%12,000--225,840Mar 31, 2024
COMMONWEALTH EQUITY SERVICES, LLC2.95%0.01%453,752453,752100.00%8,540,000Mar 31, 2024
LSV ASSET MANAGEMENT2.24%0.01%344,957--6,492,000Mar 31, 2024
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC1.01%0.01%154,808-6,400-3.97%2,913,487Mar 31, 2024

The largest Financial Institutions shareholder by % of total assets is PL CAPITAL ADVISORS, LLC. The company owns 301.28K shares of Financial Institutions (FISI), representing 2.16% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
COMMONWEALTH EQUITY SERVICES, LLC2.95%0.01%453,752453,752100.00%8,540,000Mar 31, 2024
BASSWOOD CAPITAL MANAGEMENT, L.L.C.1.37%0.23%211,112211,112100.00%3,973,128Mar 31, 2024
MODERN WEALTH MANAGEMENT, LLC1.18%0.31%181,779181,779100.00%3,430,170Mar 31, 2024
COURIER CAPITAL LLC2.20%0.46%338,686121,23355.75%6,374,073Mar 31, 2024
PL CAPITAL ADVISORS, LLC1.96%2.16%301,281112,48159.58%5,670,108Mar 31, 2024
ACADIAN ASSET MANAGEMENT LLC1.94%0.02%298,39864,68027.67%5,615,000Mar 31, 2024
INVESCO LTD.0.53%0.00%80,95157,940251.79%1,523,498Mar 31, 2024
AMERICAN CENTURY COMPANIES INC1.57%0.00%242,13733,09815.83%4,557,018Mar 31, 2024
MORGAN STANLEY1.41%0.00%216,49825,61313.42%4,074,518Mar 31, 2024
GSA CAPITAL PARTNERS LLP0.15%0.03%23,00523,005100.00%433,000Mar 31, 2024
CAMPBELL & CO INVESTMENT ADVISER LLC0.14%0.03%21,06421,064100.00%396,424Mar 31, 2024
VANGUARD GROUP INC5.10%0.00%784,92816,4622.14%14,772,346Mar 31, 2024
MAN GROUP PLC0.29%0.00%44,81415,04550.54%843,399Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC2.17%0.00%334,2978,9382.75%6,292,216Mar 31, 2024
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.0.43%0.01%66,2216,78111.41%1,246,279Mar 31, 2024
BNP PARIBAS ARBITRAGE, SNC0.16%0.00%24,7975,92231.37%466,680Mar 31, 2024
LAZARD ASSET MANAGEMENT LLC0.03%0.00%5,2585,258100.00%98,000Mar 31, 2024
EMPOWERED FUNDS, LLC0.38%0.02%58,6004,3758.07%1,102,852Mar 31, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC0.71%0.04%108,6004,3754.20%2,043,852Mar 31, 2024
THRIVENT FINANCIAL FOR LUTHERANS0.39%0.00%60,6204,0537.17%1,141,000Mar 31, 2024

As of Mar 31 2024, Financial Institutions's largest institutional buyer is COMMONWEALTH EQUITY SERVICES, LLC. The company purchased 453.75K stocks of FISI, valued at $8.54M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
MILLENNIUM MANAGEMENT LLC----115,730-100.00%-Mar 31, 2024
BLACKROCK INC.8.52%0.00%1,311,645-67,731-4.91%24,685,159Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC1.98%0.01%305,100-48,300-13.67%5,742,000Mar 31, 2024
JPMORGAN CHASE & CO0.60%0.00%92,384-31,864-25.65%1,738,666Mar 31, 2024
QUADRATURE CAPITAL LTD----31,260-100.00%-Mar 31, 2024
GATOR CAPITAL MANAGEMENT, LLC0.53%0.78%81,223-27,500-25.29%1,528,617Mar 31, 2024
BANK OF AMERICA CORP /DE/0.12%-18,353-25,867-58.50%345,403,000Mar 31, 2024
D. E. SHAW & CO., INC.----23,878-100.00%-Mar 31, 2024
HRT FINANCIAL LP----20,144-100.00%-Mar 31, 2024
STATE OF WISCONSIN INVESTMENT BOARD----17,100-100.00%-Mar 31, 2024
BARCLAYS PLC0.23%0.00%35,540-14,738-29.31%668,000Mar 31, 2024
NORTHERN TRUST CORP1.30%0.00%200,727-14,092-6.56%3,777,683Mar 31, 2024
CITADEL ADVISORS LLC0.06%-9,617-12,499-56.52%180,992Mar 31, 2024
ENGINEERS GATE MANAGER LP----12,336-100.00%-Mar 31, 2024
TREXQUANT INVESTMENT LP0.10%0.01%15,766-11,373-41.91%296,716Mar 31, 2024
MARTINGALE ASSET MANAGEMENT L P0.31%0.02%47,399-11,233-19.16%892,050Mar 31, 2024
PRUDENTIAL FINANCIAL INC1.33%0.01%204,848-10,900-5.05%3,855,240Mar 31, 2024
STATE STREET CORP1.75%0.00%269,197-7,889-2.85%5,144,691Mar 31, 2024
CANANDAIGUA NATIONAL BANK & TRUST CO1.95%0.83%300,672-6,905-2.25%5,658,647Mar 31, 2024
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC1.01%0.01%154,808-6,400-3.97%2,913,487Mar 31, 2024

As of Mar 31 2024, Financial Institutions's biggest institutional seller is MILLENNIUM MANAGEMENT LLC. The company sold -0.12M shares of FISI, valued at -.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
COMMONWEALTH EQUITY SERVICES, LLC2.95%0.01%453,752453,752100.00%8,540,000Mar 31, 2024
BASSWOOD CAPITAL MANAGEMENT, L.L.C.1.37%0.23%211,112211,112100.00%3,973,128Mar 31, 2024
MODERN WEALTH MANAGEMENT, LLC1.18%0.31%181,779181,779100.00%3,430,170Mar 31, 2024
CAMPBELL & CO INVESTMENT ADVISER LLC0.14%0.03%21,06421,064100.00%396,424Mar 31, 2024
LAZARD ASSET MANAGEMENT LLC0.03%0.00%5,2585,258100.00%98,000Mar 31, 2024
NVERSES CAPITAL, LLC0.01%0.06%1,3001,300100.00%24,466,000Mar 31, 2024
COMMUNITY BANK, N.A.0.00%0.00%250250100.00%4,702Mar 31, 2024
OPTIMUM INVESTMENT ADVISORS0.00%0.00%200200100.00%3,764Mar 31, 2024
CIBC PRIVATE WEALTH GROUP, LLC0.00%-136136100.00%2,489,000Mar 31, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC--44100.00%75Mar 31, 2024

Financial Institutions's largest new institutional shareholder by number of shares is COMMONWEALTH EQUITY SERVICES, LLC, purchased 453.75K shares, valued at $8.54M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
MILLENNIUM MANAGEMENT LLC----115,730-100.00%-Mar 31, 2024
QUADRATURE CAPITAL LTD----31,260-100.00%-Mar 31, 2024
D. E. SHAW & CO., INC.----23,878-100.00%-Mar 31, 2024
HRT FINANCIAL LP----20,144-100.00%-Mar 31, 2024
STATE OF WISCONSIN INVESTMENT BOARD----17,100-100.00%-Mar 31, 2024
ENGINEERS GATE MANAGER LP----12,336-100.00%-Mar 31, 2024
QUBE RESEARCH & TECHNOLOGIES LTD----4,597-100.00%-Mar 31, 2024
AJOVISTA, LLC----3,107-100.00%-Mar 31, 2024
MALTESE CAPITAL MANAGEMENT LLC----2,500-100.00%-Mar 31, 2024
FNY INVESTMENT ADVISERS, LLC----100-100.00%-Mar 31, 2024
GENEOS WEALTH MANAGEMENT INC.----95-100.00%-Mar 31, 2024

Financial Institutions's largest sold out institutional shareholder by shares sold is MILLENNIUM MANAGEMENT LLC, sold -0.12M shares, valued at -, as of undefined.

Financial Institutions Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
QUAKER INVESTMENT TRUST0.97%16,000--Dec 31, 2023
CALDWELL & ORKIN FUNDS INC0.96%13,100--Jan 31, 2024
COPLEY FUND INC /NV/0.36%4,909--Nov 30, 2022
CORNERCAP GROUP OF FUNDS /VA/0.25%17,912--Sep 30, 2022
ROYCE CAPITAL FUND0.17%63,843--Dec 31, 2023
Federated Hermes MDT Series0.03%69,125--Jan 31, 2024
AMG Funds I0.02%35,005--Jan 31, 2024
Vericimetry Funds0.02%2,250--Dec 31, 2023
VANGUARD VALLEY FORGE FUNDS0.02%10,038--Dec 31, 2023
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.0.02%48,377--Dec 31, 2023
BRIDGEWAY FUNDS INC0.02%50,000--Dec 29, 2023
Angel Oak Funds Trust0.02%1,500,000--Jan 31, 2024
CENTAUR MUTUAL FUNDS TRUST0.01%1,764--Jan 31, 2024
IndexIQ ETF Trust0.01%13,976--Jan 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.01%2,361--Dec 31, 2023
AllianzGI Institutional Multi-Series Trust0.01%605--Sep 30, 2020
TETON WESTWOOD FUNDS0.00%3,200--Dec 29, 2023
AMERICAN CENTURY CAPITAL PORTFOLIOS INC0.00%3,320--Jan 31, 2024
QUANTITATIVE MASTER SERIES LLC0.00%27,9912,3859.31%Dec 31, 2023
BlackRock Advantage SMID Cap Fund, Inc.0.00%786--Dec 29, 2023
FORUM FUNDS II0.00%3,800--Jan 31, 2024
ROYCE FUND0.00%24,236--Dec 31, 2023
STEWARD FUNDS, INC.0.00%9,450--Jan 31, 2024
ADVISORS' INNER CIRCLE FUND0.00%43,990--Jan 31, 2024
HOTCHKIS & WILEY FUNDS /DE/0.00%39,961--Dec 31, 2023
TARGET PORTFOLIO TRUST0.00%58,727-9,500-13.92%Jan 31, 2024
Fidelity Commonwealth Trust II0.00%18,529--Aug 31, 2023
PRUDENTIAL INVESTMENT PORTFOLIOS 120.00%2,300--Jan 31, 2024
TIAA SEPARATE ACCOUNT VA 10.00%527--Dec 31, 2023
VANGUARD INDEX FUNDS0.00%898,913232,86034.96%Dec 31, 2023
AMERICAN CENTURY ETF TRUST0.00%208,19442,05625.31%Feb 29, 2024
FIDELITY COVINGTON TRUST0.00%15,428-1-0.01%Feb 29, 2024
VARIABLE INSURANCE PRODUCTS FUND II0.00%12,223--Dec 31, 2023
JNL VARIABLE FUND LLC0.00%4,893--Mar 31, 2020
FIRST TRUST EXCHANGE-TRADED FUND0.00%7,9702,70151.26%Dec 31, 2023
DFA INVESTMENT DIMENSIONS GROUP INC0.00%725,68967,84310.31%Jan 31, 2024
FIDELITY CONCORD STREET TRUST0.00%143,8773,8232.73%Feb 29, 2024
GOLDMAN SACHS VARIABLE INSURANCE TRUST0.00%2,569--Dec 31, 2023
VALIC Co II0.00%22,0001000.46%Feb 28, 2021
VICTORY PORTFOLIOS0.00%19,200-5,050-20.82%Dec 31, 2023
Lattice Strategies Trust0.00%1,167-32-2.67%Dec 31, 2023
SSGA FUNDS0.00%257--Feb 29, 2024
Dimensional ETF Trust0.00%252,0435,9952.44%Jan 31, 2024
Calvert Variable Products, Inc.0.00%1,360--Dec 31, 2023
Principal Exchange-Traded Funds0.00%6,270--Mar 31, 2024
Community Capital Trust0.00%18,700--Feb 29, 2024
SCHWAB STRATEGIC TRUST0.00%80,8419101.14%Feb 29, 2024
Cavanal Hill Funds0.00%701--Feb 29, 2024
THRIVENT SERIES FUND INC0.00%33,460-4,968-12.93%Dec 29, 2023
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%8,542--Dec 31, 2023
GPS Funds I0.00%1,462--Dec 31, 2023
Nushares ETF Trust0.00%2,043--Jan 31, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS, INC.0.00%2,502-600-19.34%Dec 29, 2023
MAINSTAY VP FUNDS TRUST0.00%33,500--Dec 31, 2023
SunAmerica Specialty Series0.00%131--Apr 30, 2021
Voya VARIABLE PORTFOLIOS INC0.00%7,751-286-3.56%Dec 31, 2023
PFM Multi-Manager Series Trust0.00%200--Dec 31, 2023
THRIVENT MUTUAL FUNDS0.00%18,54618,3127825.64%Jan 31, 2024
INVESCO EXCHANGE-TRADED FUND TRUST0.00%17,457180.10%Jan 31, 2024
Invesco Exchange-Traded Self-Indexed Fund Trust0.00%43,7521,2182.86%Feb 29, 2024
Legg Mason ETF Investment Trust0.00%5,958--Dec 31, 2023
NATIONWIDE VARIABLE INSURANCE TRUST0.00%24,89213,288114.51%Dec 31, 2023
BMO FUNDS, INC.0.00%6,568-724-9.93%Nov 30, 2021
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC0.00%732--Dec 31, 2023
SA FUNDS INVESTMENT TRUST0.00%1,855--Dec 31, 2023
NATIONWIDE MUTUAL FUNDS0.00%15,62813,557654.61%Jan 31, 2024
JPMORGAN INSURANCE TRUST0.00%1,403-4,897-77.73%Mar 31, 2023
Goldman Sachs ETF Trust0.00%9,989-387-3.73%Feb 29, 2024
RBC FUNDS TRUST0.00%8,000--Dec 29, 2023
NORTHERN FUNDS0.00%72,412--Dec 29, 2023
VALIC Co I0.00%21,8235,21831.42%Feb 29, 2024
TIAA-CREF LIFE FUNDS0.00%202--Dec 31, 2023
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST0.00%3,619--Dec 31, 2023
STONE RIDGE TRUST0.00%1,360--Jan 31, 2024
Segall Bryant & Hamill Trust0.00%1,000--Dec 31, 2023
FLEXSHARES TRUST0.00%4,278--Jan 31, 2024
STATE STREET INSTITUTIONAL INVESTMENT TRUST0.00%4,48070018.52%Dec 31, 2023
T. Rowe Price Index Trust, Inc.0.00%850--Feb 29, 2024
WisdomTree Trust0.00%95,134--Feb 29, 2024
Direxion Shares ETF Trust0.00%6,878--Jan 31, 2024
RBB FUND, INC.0.00%4,2434,243-Feb 29, 2024
RUSSELL INVESTMENT CO0.00%12,590--Jan 31, 2024
JPMORGAN TRUST II0.00%40,848--Feb 29, 2024
iSHARES TRUST0.00%616,865--Feb 29, 2024
GLENMEDE FUND INC0.00%337--Jan 31, 2024
EQ ADVISORS TRUST0.00%40,1152180.55%Dec 31, 2023
VANGUARD SCOTTSDALE FUNDS0.00%66,9637,04711.76%Feb 29, 2024
RYDEX SERIES FUNDS0.00%138--Dec 31, 2023
OLD WESTBURY FUNDS INC0.00%4,136--Jan 31, 2024
HC CAPITAL TRUST0.00%851-3,105-78.49%Dec 31, 2023
Angel Oak Funds Trust0.00%2,100--Jan 31, 2024
ProFunds0.00%2178969.53%Jan 31, 2024
Voya INVESTORS TRUST0.00%1,184-54-4.36%Dec 31, 2023
DIMENSIONAL INVESTMENT GROUP INC0.00%296--Jan 31, 2024
COLLEGE RETIREMENT EQUITIES FUND0.00%22,381-12,580-35.98%Dec 31, 2023
RYDEX DYNAMIC FUNDS0.00%69--Dec 31, 2023
SEASONS SERIES TRUST0.00%388-8-2.02%Dec 31, 2023
PENN SERIES FUNDS INC0.00%440--Dec 29, 2023
MASTER INVESTMENT PORTFOLIO0.00%1,349--Dec 31, 2023
Guggenheim Active Allocation Fund0.00%93--Feb 29, 2024

Financial Institutions's largest mutual fund holder by % of total assets is "QUAKER INVESTMENT TRUST", owning 16.00K shares, compromising 0.97% of its total assets.

Financial Institutions Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
31 Mar, 2475-25.00%
31 Dec, 23100-6.54%
30 Sep, 231074.90%
30 Jun, 23102-0.97%
31 Mar, 23103-5.50%
31 Dec, 221091.87%
30 Sep, 22107-3.60%
30 Jun, 22111-13.95%
31 Mar, 221294.03%
31 Dec, 2112412.73%
30 Sep, 21110-
30 Jun, 211101.85%
31 Mar, 211082.86%
31 Dec, 20105-3.67%
30 Sep, 20109-1.80%
30 Jun, 20111-7.50%
31 Mar, 20120-6.25%
31 Dec, 191282.40%
30 Sep, 191251.63%
30 Jun, 191230.82%
31 Mar, 191221.67%
31 Dec, 18120-2.44%
30 Sep, 181236.96%
30 Jun, 181152.68%
31 Mar, 18112-5.08%
31 Dec, 171182.61%
30 Sep, 171152.68%
30 Jun, 171120.90%
31 Mar, 171111.83%
31 Dec, 1610919.78%
30 Sep, 1691-
30 Jun, 169113.75%
31 Mar, 1680-2.44%
31 Dec, 15825.13%
30 Sep, 15781.30%
30 Jun, 1577-6.10%
31 Mar, 1582-4.65%
31 Dec, 1486-1.15%
30 Sep, 14877.41%
30 Jun, 14812.53%
31 Mar, 14795.33%
31 Dec, 1375-1.32%
30 Sep, 1376-1.30%
30 Jun, 1377196.15%
31 Mar, 1326-10.34%
31 Dec, 1229-9.38%
30 Sep, 12323.23%
30 Jun, 12316.90%
31 Mar, 1229-9.38%
31 Dec, 113218.52%
30 Sep, 1127-25.00%
30 Jun, 11369.09%
31 Mar, 113394.12%
31 Dec, 1017-
30 Sep, 1017-15.00%
30 Jun, 102017.65%
31 Mar, 101713.33%
31 Dec, 0915-11.76%
30 Sep, 0917-
30 Jun, 0917112.50%
31 Mar, 098-38.46%
31 Dec, 0813-
30 Sep, 081330.00%
30 Jun, 081025.00%
31 Mar, 088-11.11%
31 Dec, 07912.50%
30 Sep, 078-11.11%
30 Jun, 079-
31 Mar, 079-18.18%
31 Dec, 061122.22%
30 Sep, 06980.00%
30 Jun, 065-16.67%
31 Mar, 066-33.33%
31 Dec, 05980.00%
30 Sep, 05525.00%
30 Jun, 054-20.00%
31 Mar, 055-
31 Dec, 045-
30 Sep, 045-
30 Jun, 045-37.50%
31 Mar, 04833.33%
31 Dec, 03650.00%
30 Sep, 034-
30 Jun, 03433.33%
31 Mar, 033-25.00%
31 Dec, 024-
30 Sep, 024-
30 Jun, 024-
31 Mar, 024100.00%
31 Dec, 012-50.00%
30 Sep, 014-20.00%
30 Jun, 015-
30 Jun, 001-
31 Mar, 001-
31 Dec, 991-50.00%
30 Sep, 992-

As of 31 Mar 24, 75 institutions are holding Financial Institutions's shares, representing a decrease of -25.00% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
31 Mar, 248,156,248-6.65%
31 Dec, 238,736,814-2.65%
30 Sep, 238,974,966-3.13%
30 Jun, 239,265,379-2.70%
31 Mar, 239,522,518-1.24%
31 Dec, 229,641,684-1.16%
30 Sep, 229,754,723-0.97%
30 Jun, 229,850,099-1.01%
31 Mar, 229,950,280-2.10%
31 Dec, 2110,163,8110.56%
30 Sep, 2110,107,3580.59%
30 Jun, 2110,047,626-0.09%
31 Mar, 2110,056,2000.54%
31 Dec, 2010,002,507-1.56%
30 Sep, 2010,161,072-6.07%
30 Jun, 2010,818,0441.40%
31 Mar, 2010,669,196-1.11%
31 Dec, 1910,788,8170.62%
30 Sep, 1910,722,073-0.55%
30 Jun, 1910,780,9230.42%
31 Mar, 1910,735,4871.75%
31 Dec, 1810,550,944-2.67%
30 Sep, 1810,840,8592.89%
30 Jun, 1810,536,6830.62%
31 Mar, 1810,471,3980.05%
31 Dec, 1710,465,9342.70%
30 Sep, 1710,190,8910.65%
30 Jun, 1710,125,01917.02%
31 Mar, 178,652,44610.58%
31 Dec, 167,824,332-4.28%
30 Sep, 168,174,4480.69%
30 Jun, 168,118,087-1.97%
31 Mar, 168,281,6362.49%
31 Dec, 158,080,333-37.26%
30 Sep, 1512,878,96162.42%
30 Jun, 157,929,6120.92%
31 Mar, 157,856,979-1.68%
31 Dec, 147,991,578-6.43%
30 Sep, 148,540,9201.06%
30 Jun, 148,451,2361.24%
31 Mar, 148,347,467-4.16%
31 Dec, 138,709,8430.68%
30 Sep, 138,651,2270.25%
30 Jun, 138,629,860181.39%
31 Mar, 133,066,913-16.97%
31 Dec, 123,693,830-1.21%
30 Sep, 123,739,030-9.84%
30 Jun, 124,146,9665.88%
31 Mar, 123,916,495-4.23%
31 Dec, 114,089,560-2.72%
30 Sep, 114,203,730-18.16%
30 Jun, 115,136,51320.96%
31 Mar, 114,246,51345.10%
31 Dec, 102,926,5280.81%
30 Sep, 102,902,8802.32%
30 Jun, 102,837,19411.43%
31 Mar, 102,546,2589.76%
31 Dec, 092,319,84314.34%
30 Sep, 092,028,915160.96%
30 Jun, 09777,49519.61%
31 Mar, 09650,021-57.27%
31 Dec, 081,521,33871.72%
30 Sep, 08885,935189.02%
30 Jun, 08306,53121.62%
31 Mar, 08252,031-54.27%
31 Dec, 07551,1584.53%
30 Sep, 07527,272-24.29%
30 Jun, 07696,457160.23%
31 Mar, 07267,63339.35%
31 Dec, 06192,064-87.14%
30 Sep, 061,493,409442.97%
30 Jun, 06275,045-49.56%
31 Mar, 06545,263-12.49%
31 Dec, 05623,104297.84%
30 Sep, 05156,622363.79%
30 Jun, 0533,770-75.78%
31 Mar, 05139,44731.74%
31 Dec, 04105,85331.07%
30 Sep, 0480,760-8.73%
30 Jun, 0488,484-28.19%
31 Mar, 04123,21927.39%
31 Dec, 0396,72416.00%
30 Sep, 0383,386155.62%
30 Jun, 0332,621-56.76%
31 Mar, 0375,440-27.34%
31 Dec, 02103,828-8.82%
30 Sep, 02113,867-21.03%
30 Jun, 02144,18228.63%
31 Mar, 02112,09369.88%
31 Dec, 0165,984-15.04%
30 Sep, 0177,669-28.92%
30 Jun, 01109,276-
30 Jun, 00187,50070.45%
31 Mar, 00110,000-
31 Dec, 99110,000-61.40%
30 Sep, 99285,000-

Financial Institutions (FISI) has 8.16M shares outstanding as of 31 Mar 24, down -6.65% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
31 Mar, 2452.99%1.66%
31 Dec, 2356.51%1.66%
30 Sep, 2358.39%1.60%
30 Jun, 2360.37%1.57%
31 Mar, 2362.04%1.57%
31 Dec, 2262.89%1.55%
30 Sep, 2263.64%1.54%
30 Jun, 2264.35%1.58%
31 Mar, 2263.88%1.55%
31 Dec, 2164.16%1.58%
30 Sep, 2163.82%1.58%
30 Jun, 2163.49%1.59%
31 Mar, 2163.29%1.62%
31 Dec, 2062.43%1.55%
30 Sep, 2063.38%1.39%
30 Jun, 2067.54%1.38%
31 Mar, 2070.01%1.53%
31 Dec, 1967.55%1.50%
30 Sep, 1967.05%1.47%
30 Jun, 1967.51%1.49%
31 Mar, 1967.39%1.53%
31 Dec, 1866.27%1.43%
30 Sep, 1868.09%1.55%
30 Jun, 1866.24%1.53%
31 Mar, 1865.90%1.36%
31 Dec, 1769.57%1.56%
30 Sep, 1766.75%1.40%
30 Jun, 1769.05%1.93%
31 Mar, 1759.76%2.03%
31 Dec, 1654.20%1.70%
30 Sep, 1656.55%1.79%
30 Jun, 1656.24%1.70%
31 Mar, 1657.53%1.75%
31 Dec, 1557.33%0.69%
30 Sep, 1591.42%2.88%
30 Jun, 1556.33%1.80%
31 Mar, 1555.87%1.69%
31 Dec, 1457.52%1.54%
30 Sep, 1461.21%1.63%
30 Jun, 1461.28%1.67%
31 Mar, 1460.61%1.51%
31 Dec, 1363.40%1.60%
30 Sep, 1362.94%1.60%
30 Jun, 1362.81%12.57%
31 Mar, 1322.36%3.07%
31 Dec, 1226.97%3.62%
30 Sep, 1227.29%2.98%
30 Jun, 1230.28%3.69%
31 Mar, 1228.64%3.20%
31 Dec, 1129.91%3.15%
30 Sep, 1130.83%2.17%
30 Jun, 1137.68%2.69%
31 Mar, 1137.42%5.13%
31 Dec, 1027.00%3.70%
30 Sep, 1027.00%3.88%
30 Jun, 1026.37%4.68%
31 Mar, 1023.73%5.08%
31 Dec, 0921.62%6.06%
30 Sep, 0918.89%35.95%
30 Jun, 097.25%19.70%
31 Mar, 096.07%3.07%
31 Dec, 0814.06%20.66%
30 Sep, 088.25%162.21%
30 Jun, 082.26%52.76%
31 Mar, 082.07%8.44%
31 Dec, 074.95%25.38%
30 Sep, 074.42%14.80%
30 Jun, 075.46%118.49%
31 Mar, 072.15%74.76%
31 Dec, 061.69%0.98%
30 Sep, 0613.18%259.80%
30 Jun, 062.25%11.76%
31 Mar, 064.37%14.09%
31 Dec, 055.57%290.76%
30 Sep, 051.38%1554.79%
30 Jun, 050.30%19.51%
31 Mar, 051.24%139.01%
31 Dec, 040.94%184.44%
30 Sep, 040.72%116.09%
30 Jun, 040.78%66.77%
31 Mar, 041.08%145.01%
31 Dec, 030.86%154.72%
30 Sep, 030.75%896.36%
30 Jun, 030.29%63.71%
31 Mar, 030.67%78.42%
31 Dec, 020.93%87.01%
30 Sep, 021.03%60.07%
30 Jun, 021.31%126.75%
31 Mar, 021.02%283.41%
31 Dec, 010.60%121.91%
30 Sep, 010.70%70.18%
30 Jun, 011.00%-
30 Jun, 001.70%166.83%
31 Mar, 001.01%91.59%
31 Dec, 991.05%16.15%
30 Sep, 992.55%-

As of 31 Mar 24, Financial Institutions is held by 52.99% institutional shareholders, representing a 1.66% growth compared to 31 Dec 23.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
31 Mar, 2431-29.55%
31 Dec, 2344-12.00%
30 Sep, 2350-13.79%
30 Jun, 23589.43%
31 Mar, 235339.47%
31 Dec, 2238-19.15%
30 Sep, 22472.17%
30 Jun, 2246-13.21%
31 Mar, 2253-14.52%
31 Dec, 216247.62%
30 Sep, 2142-16.00%
30 Jun, 21504.17%
31 Mar, 21486.67%
31 Dec, 204515.38%
30 Sep, 2039-20.41%
30 Jun, 2049-16.95%
31 Mar, 2059-
31 Dec, 1959-10.61%
30 Sep, 196615.79%
30 Jun, 19573.64%
31 Mar, 19551.85%
31 Dec, 1854-16.92%
30 Sep, 18658.33%
30 Jun, 186013.21%
31 Mar, 1853-23.19%
31 Dec, 1769-
30 Sep, 176913.11%
30 Jun, 1761-6.15%
31 Mar, 1765-13.33%
31 Dec, 167559.57%
30 Sep, 1647-7.84%
30 Jun, 165118.60%
31 Mar, 164313.16%
31 Dec, 1538-5.00%
30 Sep, 154014.29%
30 Jun, 1535-7.89%
31 Mar, 153835.71%
31 Dec, 1428-34.88%
30 Sep, 144322.86%
30 Jun, 1435-5.41%
31 Mar, 143712.12%
31 Dec, 1333-5.71%
30 Sep, 1335-46.97%
30 Jun, 1366450.00%
31 Mar, 13129.09%
31 Dec, 1211-38.89%
30 Sep, 121828.57%
30 Jun, 1214-
31 Mar, 1214-12.50%
31 Dec, 111645.45%
30 Sep, 1111-47.62%
30 Jun, 1121-25.00%
31 Mar, 1128366.67%
31 Dec, 106-25.00%
30 Sep, 108-50.00%
30 Jun, 101645.45%
31 Mar, 101157.14%
31 Dec, 097-22.22%
30 Sep, 099-30.77%
30 Jun, 0913116.67%
31 Mar, 096-25.00%
31 Dec, 088-20.00%
30 Sep, 081066.67%
30 Jun, 08650.00%
31 Mar, 084-20.00%
31 Dec, 07566.67%
30 Sep, 073-40.00%
30 Jun, 075150.00%
31 Mar, 072-60.00%
31 Dec, 065-28.57%
30 Sep, 067250.00%
30 Jun, 062-
31 Mar, 062-71.43%
31 Dec, 057250.00%
30 Sep, 052100.00%
30 Jun, 051-80.00%
31 Mar, 05566.67%
31 Dec, 04350.00%
30 Sep, 042-
30 Jun, 042-66.67%
31 Mar, 046100.00%
31 Dec, 033-
30 Sep, 033-25.00%
30 Jun, 034300.00%
31 Mar, 031-50.00%
31 Dec, 022-33.33%
30 Sep, 023-
30 Jun, 023-
31 Mar, 023200.00%
31 Dec, 011-50.00%
30 Sep, 012-60.00%
30 Jun, 015-
30 Jun, 001-
31 Mar, 00--
31 Dec, 99--100.00%
30 Sep, 992-

31 institutional shareholders have increased their position in FISI stock as of 31 Mar 24 compared to 44 in the previous quarter (a -29.55% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
31 Mar, 2427-22.86%
31 Dec, 2335-14.63%
30 Sep, 234151.85%
30 Jun, 2327-10.00%
31 Mar, 2330-28.57%
31 Dec, 224216.67%
30 Sep, 2236-10.00%
30 Jun, 2240-14.89%
31 Mar, 224723.68%
31 Dec, 2138-9.52%
30 Sep, 2142-
30 Jun, 2142-10.64%
31 Mar, 21472.17%
31 Dec, 2046-4.17%
30 Sep, 204829.73%
30 Jun, 20378.82%
31 Mar, 2034-20.93%
31 Dec, 194338.71%
30 Sep, 1931-8.82%
30 Jun, 1934-8.11%
31 Mar, 1937-7.50%
31 Dec, 184021.21%
30 Sep, 1833-10.81%
30 Jun, 1837-5.13%
31 Mar, 183914.71%
31 Dec, 17346.25%
30 Sep, 1732-5.88%
30 Jun, 173413.33%
31 Mar, 173050.00%
31 Dec, 1620-28.57%
30 Sep, 16287.69%
30 Jun, 1626-7.14%
31 Mar, 1628-3.45%
31 Dec, 152911.54%
30 Sep, 1526-3.70%
30 Jun, 15273.85%
31 Mar, 1526-27.78%
31 Dec, 14369.09%
30 Sep, 1433-2.94%
30 Jun, 143417.24%
31 Mar, 1429-6.45%
31 Dec, 133134.78%
30 Sep, 1323228.57%
30 Jun, 13740.00%
31 Mar, 135-61.54%
31 Dec, 1213116.67%
30 Sep, 126-25.00%
30 Jun, 12814.29%
31 Mar, 127-
31 Dec, 117-30.00%
30 Sep, 1110-16.67%
30 Jun, 11121100.00%
31 Mar, 111-80.00%
31 Dec, 10525.00%
30 Sep, 104100.00%
30 Jun, 102-33.33%
31 Mar, 103-25.00%
31 Dec, 094-
30 Sep, 094-
30 Jun, 094300.00%
31 Mar, 091-66.67%
31 Dec, 083200.00%
30 Sep, 081-
30 Jun, 081-
31 Mar, 08--100.00%
31 Dec, 071-66.67%
30 Sep, 073-
30 Jun, 07--100.00%
31 Mar, 072-
31 Dec, 062-
30 Sep, 062100.00%
30 Jun, 061-
31 Mar, 06--100.00%
31 Dec, 051-
30 Sep, 05--100.00%
30 Jun, 053-
31 Mar, 05--100.00%
31 Dec, 041-
30 Sep, 041-50.00%
30 Jun, 042-
31 Mar, 04--100.00%
31 Dec, 032-
30 Sep, 03--
30 Jun, 03--
31 Mar, 03--100.00%
31 Dec, 021-
30 Sep, 021-
30 Jun, 021-
31 Mar, 02--
31 Dec, 01--100.00%
30 Sep, 011-
30 Jun, 01--
30 Jun, 00--
31 Mar, 00--
31 Dec, 99--
30 Sep, 99--

27 institutional shareholders have reduced their position in FISI stock as of 31 Mar 24 compared to 35 in the previous quarter (a -22.86% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 2475-25.00%8,156,248-6.65%52.99%1.66%31-29.55%27-22.86%
31 Dec, 23100-6.54%8,736,814-2.65%56.51%1.66%44-12.00%35-14.63%
30 Sep, 231074.90%8,974,966-3.13%58.39%1.60%50-13.79%4151.85%
30 Jun, 23102-0.97%9,265,379-2.70%60.37%1.57%589.43%27-10.00%
31 Mar, 23103-5.50%9,522,518-1.24%62.04%1.57%5339.47%30-28.57%
31 Dec, 221091.87%9,641,684-1.16%62.89%1.55%38-19.15%4216.67%
30 Sep, 22107-3.60%9,754,723-0.97%63.64%1.54%472.17%36-10.00%
30 Jun, 22111-13.95%9,850,099-1.01%64.35%1.58%46-13.21%40-14.89%
31 Mar, 221294.03%9,950,280-2.10%63.88%1.55%53-14.52%4723.68%
31 Dec, 2112412.73%10,163,8110.56%64.16%1.58%6247.62%38-9.52%
30 Sep, 21110-10,107,3580.59%63.82%1.58%42-16.00%42-
30 Jun, 211101.85%10,047,626-0.09%63.49%1.59%504.17%42-10.64%
31 Mar, 211082.86%10,056,2000.54%63.29%1.62%486.67%472.17%
31 Dec, 20105-3.67%10,002,507-1.56%62.43%1.55%4515.38%46-4.17%
30 Sep, 20109-1.80%10,161,072-6.07%63.38%1.39%39-20.41%4829.73%
30 Jun, 20111-7.50%10,818,0441.40%67.54%1.38%49-16.95%378.82%
31 Mar, 20120-6.25%10,669,196-1.11%70.01%1.53%59-34-20.93%
31 Dec, 191282.40%10,788,8170.62%67.55%1.50%59-10.61%4338.71%
30 Sep, 191251.63%10,722,073-0.55%67.05%1.47%6615.79%31-8.82%
30 Jun, 191230.82%10,780,9230.42%67.51%1.49%573.64%34-8.11%
31 Mar, 191221.67%10,735,4871.75%67.39%1.53%551.85%37-7.50%
31 Dec, 18120-2.44%10,550,944-2.67%66.27%1.43%54-16.92%4021.21%
30 Sep, 181236.96%10,840,8592.89%68.09%1.55%658.33%33-10.81%
30 Jun, 181152.68%10,536,6830.62%66.24%1.53%6013.21%37-5.13%
31 Mar, 18112-5.08%10,471,3980.05%65.90%1.36%53-23.19%3914.71%
31 Dec, 171182.61%10,465,9342.70%69.57%1.56%69-346.25%
30 Sep, 171152.68%10,190,8910.65%66.75%1.40%6913.11%32-5.88%
30 Jun, 171120.90%10,125,01917.02%69.05%1.93%61-6.15%3413.33%
31 Mar, 171111.83%8,652,44610.58%59.76%2.03%65-13.33%3050.00%
31 Dec, 1610919.78%7,824,332-4.28%54.20%1.70%7559.57%20-28.57%
30 Sep, 1691-8,174,4480.69%56.55%1.79%47-7.84%287.69%
30 Jun, 169113.75%8,118,087-1.97%56.24%1.70%5118.60%26-7.14%
31 Mar, 1680-2.44%8,281,6362.49%57.53%1.75%4313.16%28-3.45%
31 Dec, 15825.13%8,080,333-37.26%57.33%0.69%38-5.00%2911.54%
30 Sep, 15781.30%12,878,96162.42%91.42%2.88%4014.29%26-3.70%
30 Jun, 1577-6.10%7,929,6120.92%56.33%1.80%35-7.89%273.85%
31 Mar, 1582-4.65%7,856,979-1.68%55.87%1.69%3835.71%26-27.78%
31 Dec, 1486-1.15%7,991,578-6.43%57.52%1.54%28-34.88%369.09%
30 Sep, 14877.41%8,540,9201.06%61.21%1.63%4322.86%33-2.94%
30 Jun, 14812.53%8,451,2361.24%61.28%1.67%35-5.41%3417.24%
31 Mar, 14795.33%8,347,467-4.16%60.61%1.51%3712.12%29-6.45%
31 Dec, 1375-1.32%8,709,8430.68%63.40%1.60%33-5.71%3134.78%
30 Sep, 1376-1.30%8,651,2270.25%62.94%1.60%35-46.97%23228.57%
30 Jun, 1377196.15%8,629,860181.39%62.81%12.57%66450.00%740.00%
31 Mar, 1326-10.34%3,066,913-16.97%22.36%3.07%129.09%5-61.54%
31 Dec, 1229-9.38%3,693,830-1.21%26.97%3.62%11-38.89%13116.67%
30 Sep, 12323.23%3,739,030-9.84%27.29%2.98%1828.57%6-25.00%
30 Jun, 12316.90%4,146,9665.88%30.28%3.69%14-814.29%
31 Mar, 1229-9.38%3,916,495-4.23%28.64%3.20%14-12.50%7-
31 Dec, 113218.52%4,089,560-2.72%29.91%3.15%1645.45%7-30.00%
30 Sep, 1127-25.00%4,203,730-18.16%30.83%2.17%11-47.62%10-16.67%
30 Jun, 11369.09%5,136,51320.96%37.68%2.69%21-25.00%121100.00%
31 Mar, 113394.12%4,246,51345.10%37.42%5.13%28366.67%1-80.00%
31 Dec, 1017-2,926,5280.81%27.00%3.70%6-25.00%525.00%
30 Sep, 1017-15.00%2,902,8802.32%27.00%3.88%8-50.00%4100.00%
30 Jun, 102017.65%2,837,19411.43%26.37%4.68%1645.45%2-33.33%
31 Mar, 101713.33%2,546,2589.76%23.73%5.08%1157.14%3-25.00%
31 Dec, 0915-11.76%2,319,84314.34%21.62%6.06%7-22.22%4-
30 Sep, 0917-2,028,915160.96%18.89%35.95%9-30.77%4-
30 Jun, 0917112.50%777,49519.61%7.25%19.70%13116.67%4300.00%
31 Mar, 098-38.46%650,021-57.27%6.07%3.07%6-25.00%1-66.67%
31 Dec, 0813-1,521,33871.72%14.06%20.66%8-20.00%3200.00%
30 Sep, 081330.00%885,935189.02%8.25%162.21%1066.67%1-
30 Jun, 081025.00%306,53121.62%2.26%52.76%650.00%1-
31 Mar, 088-11.11%252,031-54.27%2.07%8.44%4-20.00%--100.00%
31 Dec, 07912.50%551,1584.53%4.95%25.38%566.67%1-66.67%
30 Sep, 078-11.11%527,272-24.29%4.42%14.80%3-40.00%3-
30 Jun, 079-696,457160.23%5.46%118.49%5150.00%--100.00%
31 Mar, 079-18.18%267,63339.35%2.15%74.76%2-60.00%2-
31 Dec, 061122.22%192,064-87.14%1.69%0.98%5-28.57%2-
30 Sep, 06980.00%1,493,409442.97%13.18%259.80%7250.00%2100.00%
30 Jun, 065-16.67%275,045-49.56%2.25%11.76%2-1-
31 Mar, 066-33.33%545,263-12.49%4.37%14.09%2-71.43%--100.00%
31 Dec, 05980.00%623,104297.84%5.57%290.76%7250.00%1-
30 Sep, 05525.00%156,622363.79%1.38%1554.79%2100.00%--100.00%
30 Jun, 054-20.00%33,770-75.78%0.30%19.51%1-80.00%3-
31 Mar, 055-139,44731.74%1.24%139.01%566.67%--100.00%
31 Dec, 045-105,85331.07%0.94%184.44%350.00%1-
30 Sep, 045-80,760-8.73%0.72%116.09%2-1-50.00%
30 Jun, 045-37.50%88,484-28.19%0.78%66.77%2-66.67%2-
31 Mar, 04833.33%123,21927.39%1.08%145.01%6100.00%--100.00%
31 Dec, 03650.00%96,72416.00%0.86%154.72%3-2-
30 Sep, 034-83,386155.62%0.75%896.36%3-25.00%--
30 Jun, 03433.33%32,621-56.76%0.29%63.71%4300.00%--
31 Mar, 033-25.00%75,440-27.34%0.67%78.42%1-50.00%--100.00%
31 Dec, 024-103,828-8.82%0.93%87.01%2-33.33%1-
30 Sep, 024-113,867-21.03%1.03%60.07%3-1-
30 Jun, 024-144,18228.63%1.31%126.75%3-1-
31 Mar, 024100.00%112,09369.88%1.02%283.41%3200.00%--
31 Dec, 012-50.00%65,984-15.04%0.60%121.91%1-50.00%--100.00%
30 Sep, 014-20.00%77,669-28.92%0.70%70.18%2-60.00%1-
30 Jun, 015-109,276-1.00%-5---
30 Jun, 001-187,50070.45%1.70%166.83%1---
31 Mar, 001-110,000-1.01%91.59%----
31 Dec, 991-50.00%110,000-61.40%1.05%16.15%--100.00%--
30 Sep, 992-285,000-2.55%-2---

Financial Institutions Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Apr 02, 2024BYERS SANDRA Lother Principal Accounting OfficerSell1,232---
Mar 21, 2024BIRMINGHAM MARTIN KEARNEYofficer President & CEOF-InKindSell5,891$18.29$107.75K122,732
Mar 21, 2024Plants William Jack IIofficer Chief Financial OfficerF-InKindSell1,288$18.29$23.56K3,830
Mar 21, 2024BIRMINGHAM MARTIN KEARNEYofficer President & CEOM-ExemptSell6,604---
Mar 21, 2024Plants William Jack IIofficer Chief Financial OfficerM-ExemptSell1,446---
Mar 21, 2024Burruano Samuel J Jrofficer Executive Vice PresidentF-InKindSell527$18.29$9.64K10,206
Mar 21, 2024Burruano Samuel J Jrofficer Executive Vice PresidentM-ExemptSell2,132---
Mar 21, 2024Burruano Samuel J Jrofficer Executive Vice PresidentM-ExemptSell1,446---
Mar 21, 2024Dumbleton Sonia Marieofficer Senior Vice PresidentF-InKindSell417$18.29$7.63K7,993
Mar 21, 2024Dumbleton Sonia Marieofficer Senior Vice PresidentM-ExemptSell582---
Mar 21, 2024Quinn Kevin Bofficer Senior Vice PresidentF-InKindSell1,308$18.29$23.92K3,305

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Apr 02, 2024BYERS SANDRA Lother Principal Accounting OfficerSell1,232---
Mar 21, 2024BIRMINGHAM MARTIN KEARNEYofficer President & CEOM-ExemptBuy16,346--128,623
Mar 21, 2024BIRMINGHAM MARTIN KEARNEYofficer President & CEOF-InKindSell5,891$18.29$107.75K122,732
Mar 21, 2024BIRMINGHAM MARTIN KEARNEYofficer President & CEOA-AwardBuy9,742--9,742
Mar 21, 2024Plants William Jack IIofficer Chief Financial OfficerM-ExemptBuy3,578--5,118
Mar 21, 2024Plants William Jack IIofficer Chief Financial OfficerF-InKindSell1,288$18.29$23.56K3,830
Mar 21, 2024Plants William Jack IIofficer Chief Financial OfficerA-AwardBuy2,132--2,132
Mar 21, 2024BIRMINGHAM MARTIN KEARNEYofficer President & CEOM-ExemptSell6,604---
Mar 21, 2024Plants William Jack IIofficer Chief Financial OfficerM-ExemptSell1,446---
Mar 21, 2024Burruano Samuel J Jrofficer Executive Vice PresidentM-ExemptBuy3,578--10,733
Mar 21, 2024Burruano Samuel J Jrofficer Executive Vice PresidentF-InKindSell527$18.29$9.64K10,206
Mar 21, 2024Burruano Samuel J Jrofficer Executive Vice PresidentA-AwardBuy2,132--2,132
Mar 21, 2024Burruano Samuel J Jrofficer Executive Vice PresidentM-ExemptSell2,132---
Mar 21, 2024Burruano Samuel J Jrofficer Executive Vice PresidentM-ExemptSell1,446---
Mar 21, 2024Dumbleton Sonia Marieofficer Senior Vice PresidentM-ExemptBuy1,012--8,410
Mar 21, 2024Dumbleton Sonia Marieofficer Senior Vice PresidentF-InKindSell417$18.29$7.63K7,993
Mar 21, 2024Dumbleton Sonia Marieofficer Senior Vice PresidentA-AwardBuy430--430
Mar 21, 2024Dumbleton Sonia Marieofficer Senior Vice PresidentM-ExemptSell582---
Mar 21, 2024Quinn Kevin Bofficer Senior Vice PresidentM-ExemptBuy3,653--4,613
Mar 21, 2024Quinn Kevin Bofficer Senior Vice PresidentF-InKindSell1,308$18.29$23.92K3,305

The last insider sell of Financial Institutions's stock was made by BYERS SANDRA L on Apr 02 2024, selling 1,232 shares at - per share (valued at -).

Financial Institutions Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q1 2027-1-
Q3 2026-1-
Q4 2025-1-
Q1 2024101190.91%
Q4 202365120.00%
Q2 20233421700.00%
Q1 20232314164.29%
Q4 202282400.00%
Q2 2022177242.86%
Q1 2022184450.00%
Q4 202152250.00%
Q3 20212--
Q2 20211011000.00%
Q1 202191090.00%
Q4 202021200.00%
Q2 202015--
Q1 2020169177.78%
Q4 201922100.00%
Q3 20191333.33%
Q2 201915--

0 total buy trades, and 1 total sell trades (buy/sell ratio of 0.00%) were made by Financial Institutions's insiders, as of Q1 2027.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q1 2027---
Q3 2026---
Q4 2025---
Q1 2024---
Q4 2023---
Q2 202312--
Q1 20232--
Q4 20221--
Q2 2022---
Q1 2022---
Q4 2021---
Q3 20212--
Q2 2021---
Q1 2021---
Q4 2020---
Q2 20205--
Q1 20201--
Q4 2019---
Q3 2019---
Q2 20192--

As of Q1 2027, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Financial Institutions's stocks.

Financial Institutions Peer Ownership


TickerCompany
OFEDOconee Federal Financial Corp.
OVLYOak Valley Bancorp
HFBLHome Federal Bancorp, Inc. of Louisiana
FFNWFirst Financial Northwest, Inc.
HMNFHMN Financial, Inc.
CWBCCommunity West Bancshares
AFBIAffinity Bancshares, Inc.
FCAPFirst Capital, Inc.
HVBCHV Bancorp, Inc.
FNWDFinward Bancorp
HFWAHeritage Financial Corporation
FCCOFirst Community Corporation
NBHCNational Bank Holdings Corporation
KRNYKearny Financial Corp.
FNWBFirst Northwest Bancorp

FISI Ownership FAQ


Financial Institutions is owned by institutional shareholders (52.99%), insiders (2.80%), and public (44.22%). The largest institutional shareholder of Financial Institutions is BLACKROCK INC. (8.52% of total shares) and the top mutual fund owner is QUAKER INVESTMENT TRUST (0.97% of total shares).

Financial Institutions's major institutional shareholders are BLACKROCK INC., DIMENSIONAL FUND ADVISORS LP, VANGUARD GROUP INC, COMMONWEALTH EQUITY SERVICES, LLC, and LSV ASSET MANAGEMENT. The top five shareholders own together 25.46% of the company's share outstanding.

As of Mar 2024, there are 75 institutional shareholders of Financial Institutions.

BLACKROCK INC owns 1.31M shares of Financial Institutions, representing 8.52% of the company's total shares outstanding, valued at $24.69M (as of Mar 2024).

As of Mar 2024, DIMENSIONAL FUND ADVISORS LP holds 1.02M shares of Financial Institutions (FISI), compromising 6.65% of the company, valued at $19.26M.

VANGUARD GROUP INC is the third largest holder of Financial Institutions. The company owns 784.93K of the company's shares outstanding (worth $14.77M).