Who Owns Financial Institutions Stock?
NASDAQ: FISIFinanceMajor BanksUSD
At close: Oct 8, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 81.56%
- Held by insiders
- 2.58%
- Institutional holders
- 228
- Institutions 81.6%
- Insiders 2.6%
- Public and other 15.9%
Who owns Financial Institutions stock?
Institutional investors own about 81.6% of Financial Institutions's shares, spread across 228 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 2.58% of FISI.
The largest institutional holders are PL Capital Advisors, LLC (9.22%), Blackrock Inc. (8.46%) and Dimensional Fund Advisors LP (5.09%). Together, the top 10 institutions control 45.5% of shares outstanding. In their latest filings, 7 of the top 10 institutions increased their FISI positions and 1 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of FISI
| Institution | Shares | % Held | Change |
|---|---|---|---|
| PL Capital Advisors, LLC | 1.82M | 9.22% | 0.0% |
| Blackrock Inc. | 1.67M | 8.46% | +12.8% |
| Dimensional Fund Advisors LP | 1.00M | 5.09% | +4.7% |
| Vanguard Capital Management LLC | 841.17K | 4.27% | +0.7% |
| Adage Capital Partners GP L.L.C. | 834.97K | 4.24% | -12.0% |
| Acadian Asset Management. LLC | 593.37K | 3.01% | +7.0% |
| State Street Corporation | 592.49K | 3.01% | +2.3% |
| Geode Capital Management, LLC | 586.72K | 2.98% | +3.2% |
| Ategra Capital Management, LLC | 564.10K | 2.86% | 0.0% |
| Two Sigma Investments, LP | 457.10K | 2.32% | +66.4% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of FISI
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 595.01K | 3.02% |
| iShares Trust-iShares Russell 2000 ETF | 549.64K | 2.79% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | 367.51K | 1.86% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 226.77K | 1.15% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | 218.02K | 1.11% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | 198.82K | 1.01% |
| iShares Trust-iShares Russell 2000 Value ETF | 190.84K | 0.97% |
| SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF | 140.75K | 0.71% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | 127.38K | 0.65% |
| EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF | 109.15K | 0.55% |
Frequently asked questions
Who is the largest shareholder of Financial Institutions?
PL Capital Advisors, LLC is the largest institutional shareholder of FISI, owning 9.22% of shares outstanding (1.82M shares) as of its latest 13F filing.
What percentage of Financial Institutions is owned by institutions?
Institutions own about 81.6% of FISI shares and 83.7% of the public float.
How much of Financial Institutions do insiders own?
Insiders, such as officers and directors, own about 2.58% of FISI shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.