Funds holding Financial Institutions Inc
ISIN US3175854047 · United States
- Fund holders
- 202
- Of which ETFs
- 40 162 other funds
- Value held
- 215.5M $
- Share of capital
- 27.9 % of 19.7M shares on Jul 28, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 595,014 | 23.2M $ | 0.00 % | 3.02 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 574,393 | 22.4M $ | 0.03 % | 2.91 % | as of Jun 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 226,773 | 8.8M $ | 0.01 % | 1.15 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 218,019 | 9M $ | 0.03 % | 1.11 % | as of Jul 31, 2026 ↗ |
| ProShares Russell 2000 Dividend Growers ETF ProShares Trust | 202,907 | 7.4M $ | 1.12 % | 1.03 % | as of May 31, 2026 ↗ |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 198,824 | 8.2M $ | 0.04 % | 1.01 % | as of Jul 31, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 196,644 | 7.7M $ | 0.05 % | 1.00 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 183,139 | 6.6M $ | 0.02 % | 0.93 % | as of May 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST | 155,727 | 6.1M $ | 0.13 % | 0.79 % | as of Jun 30, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 127,381 | 5.3M $ | 0.03 % | 0.65 % | as of Jul 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 104,589 | 3.8M $ | 0.01 % | 0.53 % | as of May 31, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 100,733 | 4.2M $ | 0.03 % | 0.51 % | as of Jul 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 100,555 | 3.6M $ | 0.02 % | 0.51 % | as of May 31, 2026 ↗ |
| RMB Mendon Financial Services Fund RMB Investors Trust | 100,000 | 3.9M $ | 1.51 % | 0.51 % | as of Jun 30, 2026 ↗ |
| JPMorgan Small Cap Value Fund JPMorgan Trust II | 97,166 | 3.8M $ | 0.29 % | 0.49 % | as of Jun 30, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 94,075 | 3.4M $ | 0.02 % | 0.48 % | as of May 31, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 86,656 | 3.6M $ | 0.02 % | 0.44 % | as of Jul 31, 2026 ↗ |
| SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 80,765 | 3.1M $ | 0.41 % | 0.41 % | as of Jun 30, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 70,420 | 2.9M $ | 0.04 % | 0.36 % | as of Jul 31, 2026 ↗ |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 70,000 | 2.7M $ | 0.21 % | 0.36 % | as of Jun 30, 2026 ↗ |
| Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 68,889 | 2.9M $ | 0.11 % | 0.35 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 66,059 | 2.7M $ | 0.02 % | 0.34 % | as of Jul 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 65,991 | 2.6M $ | 0.17 % | 0.33 % | as of Jun 30, 2026 ↗ |
| Fidelity Enhanced Small Cap Core ETF Fidelity Covington Trust | 64,898 | 2.5M $ | 0.04 % | 0.33 % | as of Jun 30, 2026 ↗ |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 64,113 | 2.7M $ | 0.03 % | 0.33 % | as of Jul 31, 2026 ↗ |
| JPMorgan U.S. Small Company Fund JPMorgan Trust I | 60,340 | 2.4M $ | 0.21 % | 0.31 % | as of Jun 30, 2026 ↗ |
| PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust | 60,000 | 2.5M $ | 0.57 % | 0.30 % | as of Jul 31, 2026 ↗ |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 58,338 | 2.3M $ | 0.07 % | 0.30 % | as of Jun 30, 2026 ↗ |
| Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 51,351 | 2M $ | 0.22 % | 0.26 % | as of Jun 30, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 47,612 | 2M $ | 0.03 % | 0.24 % | as of Jul 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 44,718 | 1.6M $ | 0.06 % | 0.23 % | as of May 31, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 42,996 | 1.8M $ | 0.00 % | 0.22 % | as of Jul 31, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 39,355 | 1.5M $ | 0.00 % | 0.20 % | as of Jun 30, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 36,829 | 1.4M $ | 0.02 % | 0.19 % | as of Jun 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 36,485 | 1.3M $ | 0.00 % | 0.19 % | as of May 31, 2026 ↗ |
| LSV Small Cap Value Fund ADVISORS' INNER CIRCLE FUND | 34,400 | 1.4M $ | 0.20 % | 0.17 % | as of Jul 31, 2026 ↗ |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 33,222 | 1.3M $ | 0.06 % | 0.17 % | as of Jun 30, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 32,440 | 1.3M $ | 0.11 % | 0.16 % | as of Jul 31, 2026 ↗ |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 32,250 | 1.3M $ | 0.00 % | 0.16 % | as of Jun 30, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 31,817 | 1.2M $ | 0.00 % | 0.16 % | as of May 31, 2026 ↗ |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 30,741 | 1.1M $ | 0.01 % | 0.16 % | as of May 31, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 29,131 | 1.2M $ | 0.00 % | 0.15 % | as of Jul 31, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 28,787 | 1.2M $ | 0.00 % | 0.15 % | as of Jul 31, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 27,860 | 1.1M $ | 0.05 % | 0.14 % | as of Jun 30, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 26,386 | 1.1M $ | 0.03 % | 0.13 % | as of Jul 31, 2026 ↗ |
| JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I | 24,465 | 953.4K $ | 0.29 % | 0.12 % | as of Jun 30, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 23,711 | 924K $ | 0.02 % | 0.12 % | as of Jun 30, 2026 ↗ |
| VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 23,452 | 849.7K $ | 0.10 % | 0.12 % | as of May 31, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 23,014 | 896.9K $ | 0.04 % | 0.12 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Small Cap Value Fund American Century ETF Trust | 22,765 | 824.8K $ | 0.05 % | 0.12 % | as of May 31, 2026 ↗ |
| Victory Integrity Discovery Fund Victory Portfolios | 21,500 | 837.9K $ | 0.91 % | 0.11 % | as of Jun 30, 2026 ↗ |
| Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds | 20,600 | 854.1K $ | 0.65 % | 0.10 % | as of Jul 31, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 19,031 | 789K $ | 0.03 % | 0.10 % | as of Jul 31, 2026 ↗ |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 18,847 | 682.8K $ | 0.07 % | 0.10 % | as of May 31, 2026 ↗ |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 18,700 | 677.5K $ | 0.05 % | 0.09 % | as of May 31, 2026 ↗ |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 18,415 | 717.6K $ | 0.02 % | 0.09 % | as of Jun 30, 2026 ↗ |
| Barrons 400 ETF ALPS ETF TRUST | 16,274 | 589.6K $ | 0.27 % | 0.08 % | as of May 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 15,408 | 558.2K $ | 0.04 % | 0.08 % | as of May 31, 2026 ↗ |
| WisdomTree U.S. High Dividend Fund WisdomTree Trust | 13,981 | 544.8K $ | 0.04 % | 0.07 % | as of Jun 30, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 13,233 | 548.6K $ | 0.01 % | 0.07 % | as of Jul 31, 2026 ↗ |
| LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 13,167 | 513.1K $ | 0.02 % | 0.07 % | as of Jun 30, 2026 ↗ |
| LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 13,071 | 509.4K $ | 0.21 % | 0.07 % | as of Jun 30, 2026 ↗ |
| Small Cap Value Fund VALIC Co I | 12,852 | 465.6K $ | 0.18 % | 0.07 % | as of May 31, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 12,266 | 444.4K $ | 0.00 % | 0.06 % | as of May 31, 2026 ↗ |
| VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND | 11,028 | 399.5K $ | 0.06 % | 0.06 % | as of May 31, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 10,949 | 453.9K $ | 0.00 % | 0.06 % | as of Jul 31, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 10,860 | 423.2K $ | 0.02 % | 0.06 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 10,663 | 442.1K $ | 0.00 % | 0.05 % | as of Jul 31, 2026 ↗ |
| Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 10,400 | 405.3K $ | 0.06 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 10,174 | 368.6K $ | 0.00 % | 0.05 % | as of May 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 10,161 | 396K $ | 0.00 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 10,001 | 389.7K $ | 0.02 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 9,729 | 352.5K $ | 0.00 % | 0.05 % | as of May 31, 2026 ↗ |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 9,621 | 374.9K $ | 0.05 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 9,402 | 389.8K $ | 0.03 % | 0.05 % | as of Jul 31, 2026 ↗ |
| Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust | 9,391 | 389.4K $ | 0.09 % | 0.05 % | as of Jul 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 9,304 | 362.6K $ | 0.00 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 9,261 | 384K $ | 0.00 % | 0.05 % | as of Jul 31, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 8,921 | 369.9K $ | 0.00 % | 0.05 % | as of Jul 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 8,748 | 340.9K $ | 0.00 % | 0.04 % | as of Jun 30, 2026 ↗ |
| VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 8,608 | 335.5K $ | 0.11 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 8,034 | 333.1K $ | 0.04 % | 0.04 % | as of Jul 31, 2026 ↗ |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 7,593 | 295.9K $ | 0.00 % | 0.04 % | as of Jun 30, 2026 ↗ |
| SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST | 7,556 | 294.5K $ | 0.09 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 7,495 | 271.5K $ | 0.02 % | 0.04 % | as of May 31, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 7,290 | 302.2K $ | 0.01 % | 0.04 % | as of Jul 31, 2026 ↗ |
| Sterling Capital Behavioral Small Cap Value Fund Sterling Capital Funds | 7,290 | 284.1K $ | 0.35 % | 0.04 % | as of Jun 30, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 7,240 | 282.1K $ | 0.01 % | 0.04 % | as of Jun 30, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 7,080 | 275.9K $ | 0.01 % | 0.04 % | as of Jun 30, 2026 ↗ |
| First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund | 6,939 | 270.4K $ | 0.31 % | 0.04 % | as of Jun 30, 2026 ↗ |
| American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 6,809 | 282.3K $ | 0.01 % | 0.03 % | as of Jul 31, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 6,714 | 261.6K $ | 0.02 % | 0.03 % | as of Jun 30, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 6,601 | 257.2K $ | 0.02 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 6,528 | 254.4K $ | 0.00 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 6,360 | 263.7K $ | 0.00 % | 0.03 % | as of Jul 31, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 6,322 | 246.4K $ | 0.03 % | 0.03 % | as of Jun 30, 2026 ↗ |
| VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND | 6,159 | 223.1K $ | 0.08 % | 0.03 % | as of May 31, 2026 ↗ |
| Small-Cap Value Portfolio PACIFIC SELECT FUND | 5,918 | 230.6K $ | 0.05 % | 0.03 % | as of Jun 30, 2026 ↗ |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 5,375 | 222.8K $ | 0.00 % | 0.03 % | as of Jul 31, 2026 ↗ |
| SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 5,374 | 209.4K $ | 0.04 % | 0.03 % | as of Jun 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| RMB Mendon Financial Services Fund RMB Investors Trust | 1.51 % | as of Jun 30, 2026 ↗ |
| ProShares Russell 2000 Dividend Growers ETF ProShares Trust | 1.12 % | as of May 31, 2026 ↗ |
| Victory Integrity Discovery Fund Victory Portfolios | 0.91 % | as of Jun 30, 2026 ↗ |
| Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds | 0.65 % | as of Jul 31, 2026 ↗ |
| PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust | 0.57 % | as of Jul 31, 2026 ↗ |
| Royce Quant Small-Cap Quality Value ETF Legg Mason ETF Investment Trust | 0.42 % | as of Jun 30, 2026 ↗ |
| SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 0.41 % | as of Jun 30, 2026 ↗ |
| Sterling Capital Behavioral Small Cap Value Fund Sterling Capital Funds | 0.35 % | as of Jun 30, 2026 ↗ |
| First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund | 0.31 % | as of Jun 30, 2026 ↗ |
| JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I | 0.29 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 202 | +9 | 5,505,871 | +10.7 % |
| 2026Q2 | 193 | +15 | 4,974,975 | +3.6 % |
| 2026Q1 | 178 | -8 | 4,802,845 | -4.3 % |
| 2025Q4 | 186 | -5 | 5,020,510 | -6.4 % |
| 2025Q3 | 191 | -1 | 5,361,997 | +2.0 % |
| 2025Q2 | 192 | +7 | 5,255,726 | +12.0 % |
| 2025Q1 | 185 | 0 | 4,693,231 | +6.7 % |
| 2024Q4 | 185 | +7 | 4,399,090 | +5.0 % |
| 2024Q3 | 178 | -16 | 4,188,724 | -1.1 % |
| 2024Q2 | 194 | +6 | 4,235,018 | +2.7 % |
| 2024Q1 | 188 | -5 | 4,124,507 | -0.5 % |
| 2023Q4 | 193 | 4,143,795 |
Institutional managers
145 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| PL Capital Advisors, LLC | 1,816,102 | 57.6M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 1,478,072 | 46.9M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 957,667 | 30.4M $ | as of Mar 31, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 948,441 | 30.1M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 900,493 | 28.6M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 579,119 | 18.5M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 568,696 | 18M $ | as of Mar 31, 2026 |
| Ategra Capital Management, LLC | 564,100 | 17.9M $ | as of Mar 31, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | 554,604 | 17.6K $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 349,028 | 11.1M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 274,740 | 8.7M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 260,727 | 8.3M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 253,226 | 7.9M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 245,175 | 7.8M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 242,921 | 7.5M $ | as of Mar 31, 2026 |
| Hillsdale Investment Management Inc. | 233,080 | 7.4M $ | as of Mar 31, 2026 |
| ProShare Advisors LLC | 204,256 | 6.5M $ | as of Mar 31, 2026 |
| UBS Group AG | 203,036 | 6.4M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 202,931 | 6.4M $ | as of Mar 31, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 202,302 | 6.4M $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 171,340 | 5.4M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 165,519 | 5.2M $ | as of Mar 31, 2026 |
| LSV ASSET MANAGEMENT | 163,900 | 5.2K $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 160,181 | 5.1M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 158,010 | 5M $ | as of Mar 31, 2026 |
Declared shareholders of Financial Institutions Inc
There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| BlackRock, Inc. | 8.30 % | 1,632,496 | as of Jun 30, 2026 · SCHEDULE 13G |
| Dimensional Fund Advisors LP | 5.10 % | 1,002,481 | as of Jun 30, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Funds holding Financial Institutions Inc". https://titelia.com/en/stocks/financial-institutions-inc-US3175854047