FINANCIAL INSTITUTIONS INC (FISI) — Institutional Holders, Q2 2026 (page 2)
161 institutional investment managers reported a FISI position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $611.6M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 161. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
FISI 13F holders ranked 101–161 of 161
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | Virtu Financial#101 · 6,892 sh | 6,892 | $269.0K | <0.01% | New |
| 102 | BANK OF NOVA SCOTIA#102 · 6,600 sh | 6,600 | $257.2K | <0.01% | New |
| 103 | Mariner#103 · 6,554 sh | 6,554 | $255.4K | <0.01% | New |
| 104 | Police & Firemen's Retirement System of New Jersey#104 · 6,000 sh | 6,000 | $233.8K | <0.01% | +23.9% |
| 105 | INTECH INVESTMENT MANAGEMENT#105 · 5,780 sh | 5,780 | $225.2K | <0.01% | New |
| 106 | Cerity Partners#106 · 5,625 sh | 5,625 | $219.2K | <0.01% | New |
| 107 | Focus Partners Wealth#107 · 5,383 sh | 5,383 | $209.8K | <0.01% | New |
| 108 | Legal & General Group Plc#108 · 3,990 sh | 3,990 | $155.5K | 0.00% | +130.9% |
| 109 | LOS ANGELES CAPITAL MANAGEMENT#109 · 3,705 sh | 3,705 | $144.4K | <0.01% | 0.0% |
| 110 | Allworth Financial#110 · 3,251 sh | 3,251 | $126.7K | <0.01% | +10.0% |
| 111 | TOMPKINS FINANCIAL#111 · 2,739 sh | 2,739 | $106.7K | — | 0.0% |
| 112 | Tower Research Capital (TRC)#112 · 2,256 sh | 2,256 | $87.9K | <0.01% | +84.0% |
| 113 | Pinnacle Wealth Planning Services#113 · 2,021 sh | 2,021 | $78.8K | <0.01% | 0.0% |
| 114 | Ameritas Investment Partners#114 · 1,613 sh | 1,613 | $62.9K | <0.01% | 0.0% |
| 115 | GREAT WEST LIFE ASSURANCE#115 · 1,557 sh | 1,557 | $61.0K | <0.01% | -6.8% |
| 116 | Rockefeller Capital Management L.P.#116 · 1,565 sh | 1,565 | $61.0K | <0.01% | +26.9% |
| 117 | Quantbot Technologies#117 · 1,426 sh | 1,426 | $55.6K | <0.01% | -79.3% |
| 118 | SRS Capital Advisors#118 · 1,364 sh | 1,364 | $53.2K | <0.01% | +8993.3% |
| 119 | ROYAL BANK OF CANADA#119 · 1,225 sh | 1,225 | $47.0K | 0.00% | -5.0% |
| 120 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#120 · 1,030 sh | 1,030 | $40.1K | 0.00% | 0.0% |
| 121 | Larson Financial Group#121 · 1,010 sh | 1,010 | $39.4K | <0.01% | +2.0% |
| 122 | FIFTH THIRD BANCORP#122 · 982 sh | 982 | $38.3K | <0.01% | -40.4% |
| 123 | Integrated Wealth Concepts#123 · 964 sh | 964 | $37.6K | <0.01% | New |
| 124 | Smartleaf Asset Management#124 · 657 sh | 657 | $25.5K | <0.01% | 0.0% |
| 125 | FIRST HORIZON NATIONAL#125 · 641 sh | 641 | $25.0K | — | New |
| 126 | JONES FINANCIAL COMPANIES LLLP#126 · 550 sh | 550 | $21.4K | 0.00% | New |
| 127 | GAMMA Investing#127 · 546 sh | 546 | $21.3K | — | 0.0% |
| 128 | OSAIC#128 · 507 sh | 507 | $19.8K | 0.00% | +0.6% |
| 129 | EverSource Wealth Advisors#129 · 397 sh | 397 | $15.5K | <0.01% | -72.5% |
| 130 | PNC FINANCIAL SERVICES GROUP#130 · 338 sh | 338 | $13.2K | 0.00% | +5.3% |
| 131 | Versant Capital Management#131 · 274 sh | 274 | $10.7K | — | 0.0% |
| 132 | SBI Securities , Ltd.#132 · 255 sh | 255 | $9.9K | — | +189.8% |
| 133 | Farther Finance Advisors#133 · 254 sh | 254 | $9.9K | — | +2.8% |
| 134 | Community Bank, N.A.#134 · 250 sh | 250 | $9.7K | <0.01% | 0.0% |
| 135 | NISA INVESTMENT ADVISORS#135 · 213 sh | 213 | $8.4K | — | +0.9% |
| 136 | FEDERATED HERMES#136 · 192 sh | 192 | $7.5K | 0.00% | New |
| 137 | Silver Grove Financial Group#137 · 171 sh | 171 | $6.7K | <0.01% | New |
| 138 | ROTHSCHILD INVESTMENT#138 · 137 sh | 137 | $5.3K | <0.01% | +52.2% |
| 139 | IFP Advisors#139 · 124 sh | 124 | $4.8K | — | +6100.0% |
| 140 | Essential Partners#140 · 118 sh | 118 | $4.6K | — | +66.2% |
| 141 | Stone House Investment Management#141 · 115 sh | 115 | $4.5K | — | 0.0% |
| 142 | Parkside Financial Bank#142 · 80 sh | 80 | $3.1K | — | +100.0% |
| 143 | Basecamp Wealth Advisors#143 · 80 sh | 80 | $3.1K | <0.01% | +15.9% |
| 144 | PICTON MAHONEY ASSET MANAGEMENT#144 · 60 sh | 60 | $2.3K | 0.00% | New |
| 145 | Capital Advisors, Ltd.#145 · 39 sh | 39 | $2.0K | <0.01% | 0.0% |
| 146 | SIMPLEX TRADING#146 · 47 sh | 47 | $1.8K | 0.00% | -89.6% |
| 147 | Optiver Holding B.V.#147 · 46 sh | 46 | $1.8K | 0.00% | -76.8% |
| 148 | True Wealth Design#148 · 40 sh | 40 | $1.6K | — | 0.0% |
| 149 | Clearstead Advisors#149 · 25 sh | 25 | $975.00 | 0.00% | New |
| 150 | SJS Investment Consulting#150 · 11 sh | 11 | $429.00 | — | +22.2% |
| 151 | US BANCORP \DE\#151 · 11 sh | 11 | $429.00 | 0.00% | 0.0% |
| 152 | Wealth Enhancement Services#152 · 6 sh | 6 | $234.00 | — | New |
| 153 | JPL Wealth Management#153 · 5 sh | 5 | $195.00 | 0.00% | -16.7% |
| 154 | ASSETMARK#154 · 4 sh | 4 | $156.00 | — | 0.0% |
| 155 | James T. Borello RIA#155 · 4 sh | 4 | $156.00 | — | 0.0% |
| 156 | GHP Investment Advisors#156 · 1 sh | 1 | $39.00 | — | 0.0% |
| 157 | Caitong International Asset Management , Ltd#157 · 1 sh | 1 | $39.00 | 0.00% | New |
| 158 | Hughes Financial Services#158 · 1 sh | 1 | $39.00 | 0.00% | New |
| 159 | HUNTINGTON NATIONAL BANK#159 · 1 sh | 1 | $39.00 | 0.00% | 0.0% |
| 160 | Covestor Ltd#160 · 7 sh | 7 | $0.00 | 0.00% | +250.0% |
| 161 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#161 · 271 sh | 271 | — | — | -74.8% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.