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Financial Institutions Ownership | Who Owns Financial Institutions?

OverviewForecastRevenueFinancialsChartTranscripts

Financial Institutions Ownership Summary

Financial Institutions is owned by 98.58% institutional investors, 2.37% insiders. Blackrock is the largest institutional shareholder, holding 9.07% of FISI shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.89% of its assets in Financial Institutions shares.

FISI Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockFinancial Institutions98.58%2.37%-0.95%
SectorFinancial Services Stocks 40.29%14.61%45.11%
IndustryRegional Banks Stocks42.21%12.07%45.72%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock1.40M9.07%$26.99M
Blackrock funding, inc. /de1.35M8.72%$36.80M
Dimensional fund advisors lp971.66K6.28%$26.52M
Vanguard group925.28K5.98%$25.25M
Wellington management group llp670.36K4.33%$18.29M
Ategra capital management572.08K3.70%$15.61M
Pl capital advisors497.75K3.22%$13.58M
Commonwealth equity services452.87K2.93%$12.36M
American century companies424.82K2.75%$11.59M
Adage capital partners gp409.25K2.65%$11.17M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Ategra capital management572.08K10.33%$15.61M
Pl capital advisors497.75K4.64%$13.58M
Bayview asset management171.89K3.80%$4.69M
Jacobs asset management151.46K2.49%$4.13M
Ejf capital123.69K2.32%$3.38M
Fourthstone318.25K1.70%$8.69M
Rhino investment partners261.05K1.58%$7.12M
Mendon capital advisors100.00K1.34%$2.73M
Stieven capital advisors225.00K1.09%$6.14M
Endeavour capital advisors115.49K1.00%$3.15M

Top Buyers

HolderShares% AssetsChange
Wellington management group llp670.36K0.00%670.36K
Adage capital partners gp409.25K0.02%409.25K
Verition fund management367.85K0.04%367.85K
Basswood capital management304.89K0.48%304.89K
Fourthstone318.25K1.70%297.90K

Top Sellers

HolderShares% AssetsChange
Pl capital advisors497.75K4.64%-1.27M
Zacks investment management---184.77K
Man group---42.12K
Blackrock funding, inc. /de1.35M0.00%-33.62K
Trexquant investment lp---24.43K

New Positions

HolderShares% AssetsChangeValue
Wellington management group llp670.36K0.00%670.36K$18.29M
Adage capital partners gp409.25K0.02%409.25K$11.17M
Verition fund management367.85K0.04%367.85K$10.04M
Basswood capital management304.89K0.48%304.89K$8.32M
Rhino investment partners261.05K1.58%261.05K$7.12M

Sold Out

HolderChange
True wealth design-17.00
Allspring global investments-247.00
Wealthcollab-263.00
Capital performance advisors llp-319.00
Nverses capital-400.00

Institutional Ownership Trends

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

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv579.98K2.89%-
iShares Russell 2000 ETF496.69K2.47%-4.29K
Vanguard US Total Market Shares ETF459.28K2.29%-
Avantis US Small Cap Value ETF315.24K1.57%-21.29K
DFA US Small Cap Value I246.11K1.23%2.45K
Vanguard Institutional Extnd Mkt Idx Tr230.27K1.15%512.00
iShares Russell 2000 Value ETF175.29K0.87%-
Fidelity Small Cap Index150.64K0.75%-2.82K
Zacks Small Cap Equity Strategy110.08K0.71%110.08K
DFA US Targeted Value I116.03K0.58%3.85K

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 98.58%, followed by 2.37% insiders and -0.95% retail investors. The average institutional ownership in Financial Institutions's industry, Regional Banks Stocks, is 42.21%, 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 (1.35M shares, 8.72%), and Dimensional fund advisors lp (971.66K shares, 6.28%). Together, they hold 24.08% 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?

Ategra capital management is Financial Institutions’s biggest shareholder by percentage of total assets invested, with 10.33% of its assets in 572.08K Financial Institutions shares, valued at 15.61M$.

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 2.89% of its total shares outstanding invested in 579.98K Financial Institutions shares.

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