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Financial Institutions Ownership | Who Owns Financial Institutions?

OverviewForecastRevenueFinancialsChartTranscripts

Financial Institutions Ownership Summary

Financial Institutions is owned by 77.75% institutional investors, 2.80% insiders, and 19.44% 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 2.97% of its assets in Financial Institutions shares.

FISI Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockFinancial Institutions77.75%2.80%19.44%
SectorFinancial Services Stocks 49.66%13.98%36.36%
IndustryRegional Banks Stocks51.67%12.06%36.27%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock1.40M9.07%$26.99M
Dimensional fund advisors lp968.17K6.29%$18.70M
Vanguard group804.75K5.22%$15.55M
Commonwealth equity services453.20K2.94%$8.76M
Pl capital advisors348.75K2.26%$6.74M
Geode capital management347.64K2.26%$6.72M
Lsv asset management344.96K2.24%$6.67M
Courier capital342.18K2.22%$6.61M
Renaissance332.50K2.16%$6.42M
Acadian asset management324.26K2.11%$6.26M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Pl capital advisors348.75K2.80%$6.74M
Canandaigua national bank & trust295.45K0.62%$5.71M
Courier capital342.18K0.53%$6.61M
Cutler capital management45.73K0.34%$883.41K
Modern wealth management195.68K0.28%$3.78M
Bayview asset management27.62K0.19%$533.66K
Emc capital management7.08K0.08%$137.00K
Cornercap investment counsel23.92K0.08%$462.15K
Bridgeway capital management133.10K0.06%$2.57M
Globeflex capital l p24.99K0.05%$482.85K

Top Buyers

HolderShares% AssetsChange
Blackrock1.40M0.00%85.59K
Pl capital advisors348.75K2.80%47.47K
Aqr capital management63.21K0.00%37.65K
Two sigma advisers, lp81.69K0.00%37.10K
Ameriprise financial77.34K0.00%35.93K

Top Sellers

HolderShares% AssetsChange
Basswood capital management---211.11K
Gator capital management---81.22K
Jpmorgan chase13.65K--78.74K
Dimensional fund advisors lp968.17K0.00%-55.16K
Man group---42.12K

New Positions

HolderShares% AssetsChangeValue
Bayview asset management27.62K0.19%27.62K$533.66K
Great lakes advisors20.63K0.00%20.63K$398.51K
Jane street group15.55K0.00%15.55K$300.43K
State of tennessee, treasury department11.18K0.00%11.18K$215.96K
Corebridge financial8.17K0.00%8.17K$157.77K

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-4.00
Wealthcollab-263.00
Nverses capital-400.00
Metropolitan life insurance co/ny-769.00
Innealta capital-1.31K

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Mar 31, 20241011.00%9,553,5119.35%621.92%40-9.09%4014.29%
Dec 31, 2023100-6.54%8,736,814-2.65%561.67%44-12.00%35-14.63%
Sep 30, 20231074.90%8,974,966-3.13%581.61%50-13.79%4151.85%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv459.28K2.97%-
iShares Russell 2000 ETF435.92K2.82%-980.00
Avantis US Small Cap Value ETF270.39K1.75%-
Vanguard Institutional Extnd Mkt Idx Tr247.53K1.60%-
DFA US Small Cap Value I241.43K1.56%1.59K
Fidelity Small Cap Index156.07K1.01%-3.37K
iShares Russell 2000 Value ETF153.91K0.99%-
Zacks Small Cap Equity Strategy110.08K0.71%110.08K
DFA US Targeted Value I109.64K0.71%-
Fidelity Extended Market Index90.94K0.59%-3.98K

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 77.75%, followed by 2.80% insiders and 19.45% retail investors. The average institutional ownership in Financial Institutions's industry, Regional Banks Stocks, is 51.67%, which Financial Institutions exceeds.

Who owns the most shares of Financial Institutions?

Financial Institutions’s largest shareholders are Blackrock (1.4M shares, 9.07%), Dimensional fund advisors lp (968.18K shares, 6.29%), and Vanguard group (804.75K shares, 5.22%). Together, they hold 20.58% 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 2.80% of its assets in 348.75K Financial Institutions shares, valued at 6.74M$.

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 2.97% of its total shares outstanding invested in 459.28K Financial Institutions shares.

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