Financial Institutions Ownership | Who Owns Financial Institutions?

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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 2.98% of its assets in Financial Institutions shares.

FISI Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Financial Institutions	77.75%	2.80%	19.44%
Sector	Financial Services Stocks	86.48%	14.02%	-0.50%
Industry	Regional Banks Stocks	51.80%	12.03%	36.18%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	1.40M	9.07%	$26.99M
Dimensional fund advisors lp	968.17K	6.29%	$18.70M
Vanguard group	804.75K	5.22%	$15.55M
Commonwealth equity services	453.20K	2.94%	$8.76M
Courier capital	352.13K	2.28%	$9.61M
Pl capital advisors	348.75K	2.26%	$6.74M
Geode capital management	347.64K	2.26%	$6.72M
Lsv asset management	344.96K	2.24%	$6.67M
Renaissance	332.50K	2.16%	$6.42M
Acadian asset management	324.26K	2.11%	$6.26M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Pl capital advisors	348.75K	2.80%	$6.74M
Canandaigua national bank & trust	283.69K	0.76%	$7.74M
Courier capital	352.13K	0.66%	$9.61M
Cutler capital management	45.73K	0.34%	$883.41K
Modern wealth management	195.68K	0.28%	$3.78M
Bayview asset management	27.62K	0.19%	$533.66K
Emc capital management	7.08K	0.11%	$193.00K
Cornercap investment counsel	23.92K	0.08%	$462.15K
Bridgeway capital management	133.10K	0.06%	$2.57M
Globeflex capital l p	24.99K	0.05%	$482.85K

Top Buyers

Holder	Shares	% Assets	Change
Blackrock	1.40M	0.00%	85.59K
Pl capital advisors	348.75K	2.80%	47.47K
Aqr capital management	63.21K	0.00%	37.65K
Two sigma advisers, lp	81.69K	0.00%	37.10K
Ameriprise financial	77.34K	0.00%	35.93K

Top Sellers

Holder	Shares	% Assets	Change
Basswood capital management	-	-	-211.11K
Gator capital management	-	-	-81.22K
Jpmorgan chase	13.65K	-	-78.74K
Dimensional fund advisors lp	968.17K	0.00%	-55.16K
Man group	-	-	-42.12K

New Positions

Holder	Shares	% Assets	Change	Value
Bayview asset management	27.62K	0.19%	27.62K	$533.66K
Great lakes advisors	20.63K	0.00%	20.63K	$398.51K
Jane street group	15.55K	0.00%	15.55K	$300.43K
State of tennessee, treasury department	11.18K	0.00%	11.18K	$215.96K
Corebridge financial	8.17K	0.00%	8.17K	$157.77K

Sold Out

Holder	Change
Allspring global investments	-247.00
Wealthcollab	-263.00
Nverses capital	-400.00
Nelson, van denburg & campbell wealth management group	-436.00
Metropolitan life insurance co/ny	-769.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	123	13.89%	12,023,765	23.89%	77	1.96%	67	8.06%	30	15.38%
Jun 30, 2024	107	5.94%	9,705,452	1.59%	63	1.64%	61	52.50%	26	-35.00%
Mar 31, 2024	101	1.00%	9,553,511	9.35%	62	1.92%	40	-9.09%	40	14.29%
Dec 31, 2023	100	-6.54%	8,736,814	-2.65%	56	1.67%	44	-12.00%	35	-14.63%
Sep 30, 2023	107	4.90%	8,974,966	-3.13%	58	1.61%	50	-13.79%	41	51.85%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	579.98K	2.98%	120.70K
iShares Russell 2000 ETF	446.52K	2.29%	-1.73K
Avantis US Small Cap Value ETF	295.44K	1.52%	220.00
DFA US Small Cap Value I	239.35K	1.23%	-
Vanguard Institutional Extnd Mkt Idx Tr	229.66K	1.18%	-20.21K
Fidelity Small Cap Index	155.49K	0.80%	-111.00
iShares Russell 2000 Value ETF	153.40K	0.79%	-4.28K
Zacks Small Cap Equity Strategy	110.08K	0.71%	110.08K
DFA US Targeted Value I	109.64K	0.56%	-
Bridgeway Omni Small-Cap Value	70.00K	0.45%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 13, 2024	Latella Robert N	-	Buy	$100.00K
Dec 13, 2024	Quinn Kevin B	Chief Comm Banking Officer	Buy	$10.00K
Dec 13, 2024	Collins Laurie R	Chief Human Resources Officer	Buy	$50.00K
Dec 13, 2024	BYERS SANDRA L	Principal Accounting Officer	Buy	$20.00K
Dec 13, 2024	Zupan Mark	-	Buy	$50.00K

Insider Transactions Trends

Date	Buy	Sell
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 51.80%, 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 2.98% of its total shares outstanding invested in 579.98K Financial Institutions shares.

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