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Financial Institutions Ownership | Who Owns Financial Institutions?

OverviewForecastRevenueFinancialsChartTranscripts

Financial Institutions Ownership Summary

Financial Institutions is owned by 80.98% institutional investors, 2.52% insiders, and 16.49% 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

TypeName% Inst% Insiders% Retail
StockFinancial Institutions80.98%2.52%16.49%
SectorFinancial Services Stocks 51.64%15.54%32.82%
IndustryRegional Banks Stocks53.95%12.38%33.68%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock1.40M9.07%$26.99M
Blackrock funding, inc. /de1.49M7.43%$38.28M
Pl capital advisors1.36M6.78%$34.96M
Dimensional fund advisors lp971.66K6.28%$26.52M
Vanguard group925.28K5.98%$25.25M
Wellington management group llp670.36K4.33%$18.29M
Adage capital partners gp778.82K3.88%$20.00M
Ategra capital management572.08K3.70%$15.61M
Commonwealth equity services452.87K2.93%$12.36M
Courier capital352.13K2.28%$9.61M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Pl capital advisors1.36M11.67%$34.96M
Ategra capital management572.08K10.33%$15.61M
Fourthstone318.25K1.70%$8.69M
Rhino investment partners220.25K1.55%$5.66M
Palisades investment partners136.92K1.54%$3.52M
Mendon capital advisors112.04K1.39%$2.88M
Bayview asset management87.58K0.86%$2.25M
Maltese capital management220.00K0.79%$5.65M
Canandaigua national bank & trust279.83K0.67%$7.19M
Courier capital352.13K0.66%$9.61M

Top Buyers

HolderShares% AssetsChange
Wellington management group llp670.36K0.00%670.36K
Fourthstone318.25K1.70%297.90K
Azora capital lp227.66K0.28%227.66K
Alliancebernstein231.01K0.00%215.71K
Vanguard group925.28K0.00%106.61K

Top Sellers

HolderShares% AssetsChange
Basswood capital management---304.89K
Stieven capital advisors13.48K0.07%-212.02K
Modern wealth management---191.77K
Zacks investment management---184.77K
American century companies251.34K0.00%-127.87K

New Positions

HolderShares% AssetsChangeValue
Wellington management group llp670.36K0.00%670.36K$18.29M
Azora capital lp227.66K0.28%227.66K$6.21M
Rafferty asset management22.25K0.00%22.25K$571.25K
Y-intercept (hong kong)18.30K0.01%18.30K$470.00K
Susquehanna group, llp9.71K-9.71K$264.96K

Sold Out

HolderChange
Ifp advisors-4.00
Stephens consulting-15.00
True wealth design-17.00
Corecap advisors-34.00
Covestor-39.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
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%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv571.76K2.84%-12.97K
iShares Russell 2000 ETF466.81K2.32%-8.82K
Vanguard US Total Market Shares ETF459.28K2.29%-
ProShares Russell 2000 Dividend Growers230.91K1.15%-
Avantis US Small Cap Value ETF225.47K1.12%-16.95K
Vanguard Institutional Extnd Mkt Idx Tr218.07K1.08%-94.77K
DFA US Small Cap Value I206.20K1.02%-8.84K
Fidelity Small Cap Index192.64K0.96%-
iShares Russell 2000 Value ETF171.89K0.85%128.00
SPDR® S&P Regional Banking ETF163.05K0.81%5.72K

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 80.98%, followed by 2.52% insiders and 16.50% retail investors. The average institutional ownership in Financial Institutions's industry, Regional Banks Stocks, is 53.95%, 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 (1.49M shares, 7.43%), and Pl capital advisors (1.36M shares, 6.78%). Together, they hold 23.28% 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 11.67% of its assets in 1.36M Financial Institutions shares, valued at 34.96M$.

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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