FISI US Equity

FINANCIAL INSTITUTIONS INC

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Financials · National Commercial Banks · CIK 862831 · FYE 1231

$42.16

+0.91 (+2.21%)

USD · as of 2026-07-28 · marketstack

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Institutional ownership· 13F filers holding FISI · 2026-Q1 methodology → sources →

150 holders

% of shares outstanding held

80.6%

Shares held (13F)

15,858,897

Reporting holders

150

Top holders

largest 100 of 150 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	PL Capital Advisors, LLC	1,816,1021.8M	$58M	9.23%	—
2	BlackRock, Inc.	1,478,0721.5M	$47M	7.51%	—
3	DIMENSIONAL FUND ADVISORS LP	957,667957,667	$30M	4.86%	—
4	ADAGE CAPITAL PARTNERS GP, L.L.C.	948,441948,441	$30M	4.82%	TRIM -2%
5	WELLINGTON MANAGEMENT GROUP LLP	900,493900,493	$29M	4.57%	TRIM -14%
6	VANGUARD CAPITAL MANAGEMENT LLC	835,538835,538	$26M	4.24%	NEW†
7	STATE STREET CORP	579,119579,119	$19M	2.94%	ADD 14%
8	GEODE CAPITAL MANAGEMENT, LLC	568,696568,696	$18M	2.89%	ADD 18%
9	Ategra Capital Management, LLC	564,100564,100	$18M	2.87%	—
10	ACADIAN ASSET MANAGEMENT LLC	554,604554,604	$18M	2.82%	ADD 30%
11	RAYMOND JAMES FINANCIAL INC	349,028349,028	$11M	1.77%	NEW
12	TWO SIGMA INVESTMENTS, LP	274,740274,740	$9M	1.40%	ADD 68%
13	MORGAN STANLEY	260,727260,727	$8M	1.32%	TRIM -23%
14	ALLIANCEBERNSTEIN L.P.	253,226253,226	$8M	1.29%	ADD 5%
15	GOLDMAN SACHS GROUP INC	245,175245,175	$8M	1.25%	ADD 14%
16	JPMORGAN CHASE & CO	242,921242,921	$8M	1.23%	TRIM -16%
17	Hillsdale Investment Management Inc.	233,080233,080	$7M	1.18%	NEW
18	VANGUARD PORTFOLIO MANAGEMENT LLC	212,927212,927	$7M	1.08%	NEW
19	ProShare Advisors LLC	204,256204,256	$6M	1.04%	ADD 4%
20	UBS Group AG	203,036203,036	$6M	1.03%	ADD 678%
21	RENAISSANCE TECHNOLOGIES LLC	202,931202,931	$6M	1.03%	TRIM -25%
22	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	202,302202,302	$6M	1.03%	TRIM -44%
23	BRIDGEWAY CAPITAL MANAGEMENT, LLC	171,340171,340	$5M	0.87%	ADD 5%
24	NORTHERN TRUST CORP	165,519165,519	$5M	0.84%	ADD 3%
25	LSV ASSET MANAGEMENT	163,900163,900	$5M	0.83%	TRIM -2%
26	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	160,181160,181	$5M	0.81%	TRIM -5%
27	AQR CAPITAL MANAGEMENT LLC	158,010158,010	$5M	0.80%	ADD 67%
28	CANANDAIGUA NATIONAL CORP	154,881154,881	$5M	0.79%	NEW
29	Palisades Investment Partners, LLC	146,504146,504	$5M	0.74%	ADD 4%
30	VANGUARD FIDUCIARY TRUST CO	126,348126,348	$4M	0.64%	NEW
31	BANK OF AMERICA CORP /DE/	119,691119,691	$4M	0.61%	ADD 101%
32	COURIER CAPITAL LLC	117,201117,201	$4M	0.60%	—
33	MALTESE CAPITAL MANAGEMENT LLC	116,963116,963	$4M	0.59%	TRIM -19%
34	Bank of New York Mellon Corp	115,244115,244	$4M	0.59%	TRIM -5%
35	Empowered Funds, LLC	101,340101,340	$3M	0.51%	NEW
36	Curi Capital, LLC	100,017100,017	$3M	0.51%	—
37	MENDON CAPITAL ADVISORS CORP	100,000100,000	$3M	0.51%	—
38	AMERICAN CENTURY COMPANIES INC	87,76187,761	$3M	0.45%	ADD 62%
39	FMR LLC	72,55872,558	$2M	0.37%	ADD 19%
40	Qube Research & Technologies Ltd	67,64467,644	$2M	0.34%	NEW
41	NEW YORK STATE COMMON RETIREMENT FUND	59,41559,415	$2M	0.30%	—
42	COMMONWEALTH EQUITY SERVICES, LLC	58,90358,903	$2M	0.30%	TRIM -83%
43	Nuveen, LLC	56,85756,857	$2M	0.29%	ADD 54%
44	Verition Fund Management LLC	52,41952,419	$2M	0.27%	TRIM -46%
45	Thrivent Financial for Lutherans	52,19652,196	$2M	0.27%	—
46	SEI INVESTMENTS CO	51,48051,480	$2M	0.26%	ADD 205%
47	BAYVIEW ASSET MANAGEMENT, LLC	50,00050,000	$2M	0.25%	—
48	Cutler Capital Management, LLC	49,42849,428	$2M	0.25%	—
49	KENNEDY CAPITAL MANAGEMENT LLC	46,34846,348	$1M	0.24%	—
50	Universal- Beteiligungs- und Servicegesellschaft mbH	46,17646,176	$1M	0.23%	—
51	Numerai GP LLC	43,82343,823	$1M	0.22%	ADD 44%
52	SEGALL BRYANT & HAMILL, LLC	43,31543,315	$1M	0.22%	TRIM -40%
53	MARTINGALE ASSET MANAGEMENT L P	41,54841,548	$1M	0.21%	ADD 477%
54	Connor, Clark & Lunn Investment Management Ltd.	40,05240,052	$1M	0.20%	ADD 324%
55	VICTORY CAPITAL MANAGEMENT INC	37,60037,600	$1M	0.19%	—
56	Russell Investments Group, Ltd.	35,00635,006	$1M	0.18%	TRIM -9%
57	Invesco Ltd.	34,03734,037	$1M	0.17%	TRIM -4%
58	Trexquant Investment LP	33,66633,666	$1M	0.17%	TRIM -64%
59	FRANKLIN RESOURCES INC	30,10830,108	$954,725	0.15%	ADD 79%
60	Man Group plc	29,94129,941	$949,429	0.15%	NEW
61	Vanguard Global Advisers, LLC	26,06826,068	$826,616	0.13%	NEW
62	RHUMBLINE ADVISERS	25,15725,157	$797,722	0.13%	—
63	ExodusPoint Capital Management, LP	23,74423,744	$752,922	0.12%	NEW
64	Informed Momentum Co LLC	22,43322,433	$711,350	0.11%	NEW
65	Campbell & CO Investment Adviser LLC	22,28422,284	$706,626	0.11%	ADD 99%
66	Quantinno Capital Management LP	20,50120,501	$650,101	0.10%	ADD 18%
67	PRUDENTIAL FINANCIAL INC	20,43920,439	$648,121	0.10%	ADD 89%
68	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	20,13120,131	$638,354	0.10%	ADD 75%
69	Creative Planning	19,99219,992	$633,942	0.10%	ADD 9%
70	AMERIPRISE FINANCIAL INC	19,42719,427	$616,263	0.10%	TRIM -53%
71	STRS OHIO	18,80018,800	$596,148	0.10%	NEW
72	GSA CAPITAL PARTNERS LLP	18,02918,029	$572,000	0.09%	TRIM -36%
73	MILLENNIUM MANAGEMENT LLC	17,24017,240	$546,680	0.09%	ADD 47%
74	DEUTSCHE BANK AG\	16,98216,982	$538,499	0.09%	ADD 17%
75	SUSQUEHANNA INTERNATIONAL GROUP, LLP	16,60816,608	$526,640	0.08%	NEW
76	BNP PARIBAS FINANCIAL MARKETS	16,56116,561	$525,149	0.08%	ADD 170%
77	ALPS ADVISORS INC	16,37016,370	$519,093	0.08%	NEW
78	Rafferty Asset Management, LLC	16,17816,178	$513,004	0.08%	ADD 7%
79	CITIGROUP INC	15,44515,445	$489,761	0.08%	ADD 37%
80	PRICE T ROWE ASSOCIATES INC /MD/	15,34215,342	$487,000	0.08%	ADD 30%
81	BARCLAYS PLC	12,23912,239	$388,098	0.06%	TRIM -66%
82	MARSHALL WACE, LLP	11,80911,809	$374,462	0.06%	TRIM -26%
83	Graham Capital Management, L.P.	11,77911,779	$373,512	0.06%	ADD 21%
84	HSBC HOLDINGS PLC	11,63111,631	$369,284	0.06%	NEW
85	CITADEL ADVISORS LLC	11,45911,459	$363,365	0.06%	TRIM -51%
86	GREAT LAKES ADVISORS, LLC	11,07611,076	$351,220	0.06%	ADD 3%
87	MetLife Investment Management, LLC	11,02711,027	$349,666	0.06%	—
88	JANE STREET GROUP, LLC	10,39710,397	$329,688	0.05%	TRIM -62%
89	IEQ CAPITAL, LLC	9,9249,924	$314,690	0.05%	NEW
90	CWM, LLC	9,3799,379	$297,408	0.05%	ADD 9%
91	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	9,1529,152	$290,210	0.05%	—
92	Balyasny Asset Management L.P.	9,1249,124	$289,322	0.05%	NEW
93	Stonebrook Private Inc.	8,6858,685	$275,414	0.04%	—
94	Daytona Street Capital LLC	8,0008,000	$258,080	0.04%	—
95	Squarepoint Ops LLC	7,5547,554	$239,537	0.04%	NEW
96	CARY STREET PARTNERS FINANCIAL LLC	7,4507,450	$236,240	0.04%	—
97	WELLS FARGO & COMPANY/MN	7,3957,395	$234,491	0.04%	TRIM -68%
98	Brevan Howard Capital Management LP	7,3117,311	$231,832	0.04%	TRIM -8%
99	D. E. Shaw & Co., Inc.	7,2537,253	$229,993	0.04%	TRIM -50%
100	FIRST TRUST ADVISORS LP	7,1907,190	$227,994	0.04%	TRIM -10%

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

PL Capital Advisors, LLC

498K

1.3M

1.4M

1.8M

$58M

BlackRock, Inc.

1.3M

1.5M

$47M

DIMENSIONAL FUND ADVISORS LP

972K

1.1M

1.0M

951K

956K

958K

$30M

ADAGE CAPITAL PARTNERS GP, L.L.C.

409K

775K

779K

811K

972K

948K

$30M

WELLINGTON MANAGEMENT GROUP LLP

670K

612K

550K

737K

1.0M

900K

$29M

VANGUARD CAPITAL MANAGEMENT LLC

—

836K

$26M

STATE STREET CORP

293K

311K

524K

545K

507K

579K

$19M

GEODE CAPITAL MANAGEMENT, LLC

351K

450K

478K

486K

482K

569K

$18M

Ategra Capital Management, LLC

572K

564K

$18M

ACADIAN ASSET MANAGEMENT LLC

350K

308K

267K

275K

426K

555K

$18M

RAYMOND JAMES FINANCIAL INC

—

268

—

349K

$11M

TWO SIGMA INVESTMENTS, LP

89K

106K

88K

175K

164K

275K

$9M

MORGAN STANLEY

237K

224K

252K

265K

337K

261K

$8M

ALLIANCEBERNSTEIN L.P.

231K

197K

207K

220K

240K

253K

$8M

GOLDMAN SACHS GROUP INC

107K

74K

164K

220K

215K

245K

$8M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	150	15,858,897	80.6%	$503M
2025-Q4

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Activists & large holders· Schedule 13D/G beneficial owners · FISI

Activists — 13D, active intent

PL Capital Advisors, LLC8.9%▲ +1.4ppSCHEDULE 13D/A · Amd 2 · event 2025-09-30SEC →

1,785,686 shares · 14 reporting persons

“This is the Reporting Persons' second amended Schedule 13D. The Reporting Persons beneficially own 8.9% of the Company in the aggregate, based upon the Company's outstanding shares of Common Stock as of July 31, 2025. The Reporting Persons acquired the Common Stock because they believed the Common Stock was undervalued at the time of purchase. The Reporting Persons intend to monitor the performance and corporate governance of the Company, as well as the actions of the Company's management and bo”

Large holders — 13G, passive (top 4 by % of class)

Holder	% of class	Type	As of
BlackRock, Inc.	8.3%	QII	2026-06-30	SEC →
DIMENSIONAL FUND ADVISORS LP	5.1%	QII	2026-06-30	SEC →

Institutional ownership· 13F filers holding FISI · 2026-Q1 methodology → sources →

150 holders

% of shares outstanding held

80.6%

Shares held (13F)

15,858,897

Reporting holders

150

Top holders

largest 100 of 150 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	PL Capital Advisors, LLC	1,816,1021.8M	$58M	9.23%	—
2	BlackRock, Inc.	1,478,0721.5M	$47M	7.51%	—
3	DIMENSIONAL FUND ADVISORS LP	957,667957,667	$30M	4.86%	—
4	ADAGE CAPITAL PARTNERS GP, L.L.C.	948,441948,441	$30M	4.82%	TRIM -2%
5	WELLINGTON MANAGEMENT GROUP LLP	900,493900,493	$29M	4.57%	TRIM -14%
6	VANGUARD CAPITAL MANAGEMENT LLC	835,538835,538	$26M	4.24%	NEW†
7	STATE STREET CORP	579,119579,119	$19M	2.94%	ADD 14%
8	GEODE CAPITAL MANAGEMENT, LLC	568,696568,696	$18M	2.89%	ADD 18%
9	Ategra Capital Management, LLC	564,100564,100	$18M	2.87%	—
10	ACADIAN ASSET MANAGEMENT LLC	554,604554,604	$18M	2.82%	ADD 30%
11	RAYMOND JAMES FINANCIAL INC	349,028349,028	$11M	1.77%	NEW
12	TWO SIGMA INVESTMENTS, LP	274,740274,740	$9M	1.40%	ADD 68%
13	MORGAN STANLEY	260,727260,727	$8M	1.32%	TRIM -23%
14	ALLIANCEBERNSTEIN L.P.	253,226253,226	$8M	1.29%	ADD 5%
15	GOLDMAN SACHS GROUP INC	245,175245,175	$8M	1.25%	ADD 14%
16	JPMORGAN CHASE & CO	242,921242,921	$8M	1.23%	TRIM -16%
17	Hillsdale Investment Management Inc.	233,080233,080	$7M	1.18%	NEW
18	VANGUARD PORTFOLIO MANAGEMENT LLC	212,927212,927	$7M	1.08%	NEW
19	ProShare Advisors LLC	204,256204,256	$6M	1.04%	ADD 4%
20	UBS Group AG	203,036203,036	$6M	1.03%	ADD 678%
21	RENAISSANCE TECHNOLOGIES LLC	202,931202,931	$6M	1.03%	TRIM -25%
22	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	202,302202,302	$6M	1.03%	TRIM -44%
23	BRIDGEWAY CAPITAL MANAGEMENT, LLC	171,340171,340	$5M	0.87%	ADD 5%
24	NORTHERN TRUST CORP	165,519165,519	$5M	0.84%	ADD 3%
25	LSV ASSET MANAGEMENT	163,900163,900	$5M	0.83%	TRIM -2%
26	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	160,181160,181	$5M	0.81%	TRIM -5%
27	AQR CAPITAL MANAGEMENT LLC	158,010158,010	$5M	0.80%	ADD 67%
28	CANANDAIGUA NATIONAL CORP	154,881154,881	$5M	0.79%	NEW
29	Palisades Investment Partners, LLC	146,504146,504	$5M	0.74%	ADD 4%
30	VANGUARD FIDUCIARY TRUST CO	126,348126,348	$4M	0.64%	NEW
31	BANK OF AMERICA CORP /DE/	119,691119,691	$4M	0.61%	ADD 101%
32	COURIER CAPITAL LLC	117,201117,201	$4M	0.60%	—
33	MALTESE CAPITAL MANAGEMENT LLC	116,963116,963	$4M	0.59%	TRIM -19%
34	Bank of New York Mellon Corp	115,244115,244	$4M	0.59%	TRIM -5%
35	Empowered Funds, LLC	101,340101,340	$3M	0.51%	NEW
36	Curi Capital, LLC	100,017100,017	$3M	0.51%	—
37	MENDON CAPITAL ADVISORS CORP	100,000100,000	$3M	0.51%	—
38	AMERICAN CENTURY COMPANIES INC	87,76187,761	$3M	0.45%	ADD 62%
39	FMR LLC	72,55872,558	$2M	0.37%	ADD 19%
40	Qube Research & Technologies Ltd	67,64467,644	$2M	0.34%	NEW
41	NEW YORK STATE COMMON RETIREMENT FUND	59,41559,415	$2M	0.30%	—
42	COMMONWEALTH EQUITY SERVICES, LLC	58,90358,903	$2M	0.30%	TRIM -83%
43	Nuveen, LLC	56,85756,857	$2M	0.29%	ADD 54%
44	Verition Fund Management LLC	52,41952,419	$2M	0.27%	TRIM -46%
45	Thrivent Financial for Lutherans	52,19652,196	$2M	0.27%	—
46	SEI INVESTMENTS CO	51,48051,480	$2M	0.26%	ADD 205%
47	BAYVIEW ASSET MANAGEMENT, LLC	50,00050,000	$2M	0.25%	—
48	Cutler Capital Management, LLC	49,42849,428	$2M	0.25%	—
49	KENNEDY CAPITAL MANAGEMENT LLC	46,34846,348	$1M	0.24%	—
50	Universal- Beteiligungs- und Servicegesellschaft mbH	46,17646,176	$1M	0.23%	—
51	Numerai GP LLC	43,82343,823	$1M	0.22%	ADD 44%
52	SEGALL BRYANT & HAMILL, LLC	43,31543,315	$1M	0.22%	TRIM -40%
53	MARTINGALE ASSET MANAGEMENT L P	41,54841,548	$1M	0.21%	ADD 477%
54	Connor, Clark & Lunn Investment Management Ltd.	40,05240,052	$1M	0.20%	ADD 324%
55	VICTORY CAPITAL MANAGEMENT INC	37,60037,600	$1M	0.19%	—
56	Russell Investments Group, Ltd.	35,00635,006	$1M	0.18%	TRIM -9%
57	Invesco Ltd.	34,03734,037	$1M	0.17%	TRIM -4%
58	Trexquant Investment LP	33,66633,666	$1M	0.17%	TRIM -64%
59	FRANKLIN RESOURCES INC	30,10830,108	$954,725	0.15%	ADD 79%
60	Man Group plc	29,94129,941	$949,429	0.15%	NEW
61	Vanguard Global Advisers, LLC	26,06826,068	$826,616	0.13%	NEW
62	RHUMBLINE ADVISERS	25,15725,157	$797,722	0.13%	—
63	ExodusPoint Capital Management, LP	23,74423,744	$752,922	0.12%	NEW
64	Informed Momentum Co LLC	22,43322,433	$711,350	0.11%	NEW
65	Campbell & CO Investment Adviser LLC	22,28422,284	$706,626	0.11%	ADD 99%
66	Quantinno Capital Management LP	20,50120,501	$650,101	0.10%	ADD 18%
67	PRUDENTIAL FINANCIAL INC	20,43920,439	$648,121	0.10%	ADD 89%
68	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	20,13120,131	$638,354	0.10%	ADD 75%
69	Creative Planning	19,99219,992	$633,942	0.10%	ADD 9%
70	AMERIPRISE FINANCIAL INC	19,42719,427	$616,263	0.10%	TRIM -53%
71	STRS OHIO	18,80018,800	$596,148	0.10%	NEW
72	GSA CAPITAL PARTNERS LLP	18,02918,029	$572,000	0.09%	TRIM -36%
73	MILLENNIUM MANAGEMENT LLC	17,24017,240	$546,680	0.09%	ADD 47%
74	DEUTSCHE BANK AG\	16,98216,982	$538,499	0.09%	ADD 17%
75	SUSQUEHANNA INTERNATIONAL GROUP, LLP	16,60816,608	$526,640	0.08%	NEW
76	BNP PARIBAS FINANCIAL MARKETS	16,56116,561	$525,149	0.08%	ADD 170%
77	ALPS ADVISORS INC	16,37016,370	$519,093	0.08%	NEW
78	Rafferty Asset Management, LLC	16,17816,178	$513,004	0.08%	ADD 7%
79	CITIGROUP INC	15,44515,445	$489,761	0.08%	ADD 37%
80	PRICE T ROWE ASSOCIATES INC /MD/	15,34215,342	$487,000	0.08%	ADD 30%
81	BARCLAYS PLC	12,23912,239	$388,098	0.06%	TRIM -66%
82	MARSHALL WACE, LLP	11,80911,809	$374,462	0.06%	TRIM -26%
83	Graham Capital Management, L.P.	11,77911,779	$373,512	0.06%	ADD 21%
84	HSBC HOLDINGS PLC	11,63111,631	$369,284	0.06%	NEW
85	CITADEL ADVISORS LLC	11,45911,459	$363,365	0.06%	TRIM -51%
86	GREAT LAKES ADVISORS, LLC	11,07611,076	$351,220	0.06%	ADD 3%
87	MetLife Investment Management, LLC	11,02711,027	$349,666	0.06%	—
88	JANE STREET GROUP, LLC	10,39710,397	$329,688	0.05%	TRIM -62%
89	IEQ CAPITAL, LLC	9,9249,924	$314,690	0.05%	NEW
90	CWM, LLC	9,3799,379	$297,408	0.05%	ADD 9%
91	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	9,1529,152	$290,210	0.05%	—
92	Balyasny Asset Management L.P.	9,1249,124	$289,322	0.05%	NEW
93	Stonebrook Private Inc.	8,6858,685	$275,414	0.04%	—
94	Daytona Street Capital LLC	8,0008,000	$258,080	0.04%	—
95	Squarepoint Ops LLC	7,5547,554	$239,537	0.04%	NEW
96	CARY STREET PARTNERS FINANCIAL LLC	7,4507,450	$236,240	0.04%	—
97	WELLS FARGO & COMPANY/MN	7,3957,395	$234,491	0.04%	TRIM -68%
98	Brevan Howard Capital Management LP	7,3117,311	$231,832	0.04%	TRIM -8%
99	D. E. Shaw & Co., Inc.	7,2537,253	$229,993	0.04%	TRIM -50%
100	FIRST TRUST ADVISORS LP	7,1907,190	$227,994	0.04%	TRIM -10%

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

PL Capital Advisors, LLC

498K

1.3M

1.4M

1.8M

$58M

BlackRock, Inc.

1.3M

1.5M

$47M

DIMENSIONAL FUND ADVISORS LP

972K

1.1M

1.0M

951K

956K

958K

$30M

ADAGE CAPITAL PARTNERS GP, L.L.C.

409K

775K

779K

811K

972K

948K

$30M

WELLINGTON MANAGEMENT GROUP LLP

670K

612K

550K

737K

1.0M

900K

$29M

VANGUARD CAPITAL MANAGEMENT LLC

—

836K

$26M

STATE STREET CORP

293K

311K

524K

545K

507K

579K

$19M

GEODE CAPITAL MANAGEMENT, LLC

351K

450K

478K

486K

482K

569K

$18M

Ategra Capital Management, LLC

572K

564K

$18M

ACADIAN ASSET MANAGEMENT LLC

350K

308K

267K

275K

426K

555K

$18M

RAYMOND JAMES FINANCIAL INC

—

268

—

349K

$11M

TWO SIGMA INVESTMENTS, LP

89K

106K

88K

175K

164K

275K

$9M

MORGAN STANLEY

237K

224K

252K

265K

337K

261K

$8M

ALLIANCEBERNSTEIN L.P.

231K

197K

207K

220K

240K

253K

$8M

GOLDMAN SACHS GROUP INC

107K

74K

164K

220K

215K

245K

$8M

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	150	15,858,897	80.6%	$503M
2025-Q4

Short interest has its own tab now — open SI →

Activists & large holders· Schedule 13D/G beneficial owners · FISI

Activists — 13D, active intent

PL Capital Advisors, LLC8.9%▲ +1.4ppSCHEDULE 13D/A · Amd 2 · event 2025-09-30SEC →

1,785,686 shares · 14 reporting persons

Large holders — 13G, passive (top 4 by % of class)

Holder	% of class	Type	As of
BlackRock, Inc.	8.3%	QII	2026-06-30	SEC →
DIMENSIONAL FUND ADVISORS LP	5.1%	QII	2026-06-30	SEC →

FISI US Equity☆

Institutional ownership· 13F filers holding FISI · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · FISI

Institutional ownership· 13F filers holding FISI · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · FISI

FISI US Equity