| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $46.9M | 1.5M | ▲+1.1% Added · +17K sh | Q1 2026 | |
| 2 | DIMENSIONAL FUND ADVISORS LP | $30.4M | 958K | ▲+0.2% Added · +2K sh | Q1 2026 | |
| 3 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $30.1M | 948K | ▼−2.4% Reduced · −24K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $26.5M | 836K | ▲New +836K sh | Q1 2026 | |
| 5 | STATE STREET CORP | $18.5M | 579K | ▲+14% Added · +72K sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $18.0M | 569K | ▲+18% Added · +87K sh | Q1 2026 | |
| 7 | Ategra Capital Management, LLC | $17.9M | 564K | ▼−1.4% Reduced · −8K sh | Q1 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $11.1M | 349K | ▲New +349K sh | Q1 2026 | |
| 9 | TWO SIGMA INVESTMENTS, LP | $8.7M | 275K | ▲+68% Added · +111K sh | Q1 2026 | |
| 10 | MORGAN STANLEY | $8.3M | 261K | ▼−23% Reduced · −77K sh | Q1 2026 | |
| 11 | ALLIANCEBERNSTEIN L.P. | $7.9M | 253K | ▲+5.5% Added · +13K sh | Q1 2026 | |
| 12 | GOLDMAN SACHS GROUP INC | $7.8M | 245K | ▲+14% Added · +31K sh | Q1 2026 | |
| 13 | JPMORGAN CHASE & CO | $7.5M | 243K | ▼−16% Reduced · −45K sh | Q1 2026 | |
| 14 | Hillsdale Investment Management Inc. | $7.4M | 233K | ▲New +233K sh | Q1 2026 | |
| 15 | VANGUARD PORTFOLIO MANAGEMENT LLC | $6.8M | 213K | ▲New +213K sh | Q1 2026 | |
| 16 | ProShare Advisors LLC | $6.5M | 204K | ▲+4.5% Added · +9K sh | Q1 2026 | |
| 17 | UBS Group AG | $6.4M | 203K | ▲+678% Added · +177K sh | Q1 2026 | |
| 18 | RENAISSANCE TECHNOLOGIES LLC | $6.4M | 203K | ▼−25% Reduced · −68K sh | Q1 2026 | |
| 19 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $6.4M | 202K | ▼−44% Reduced · −159K sh | Q1 2026 | |
| 20 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $5.4M | 171K | ▲+4.8% Added · +8K sh | Q1 2026 | |
| 21 | NORTHERN TRUST CORP | $5.2M | 166K | ▲+3.3% Added · +5K sh | Q1 2026 | |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $5.1M | 160K | ▼−5.1% Reduced · −9K sh | Q1 2026 | |
| 23 | AQR CAPITAL MANAGEMENT LLC | $5.0M | 158K | ▲+67% Added · +63K sh | Q1 2026 | |
| 24 | CANANDAIGUA NATIONAL BANK & TRUST CO | $6.0M | 154K | ▼−0.6% Reduced · −940 sh | Q2 2026 | |
| 25 | VANGUARD FIDUCIARY TRUST CO | $4.0M | 126K | ▲New +126K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 43 funds | $18.7B |
| ALPHABET INC-CL AGOOGL | 43 funds | $13.4B |
| NVIDIA CORPNVDA | 42 funds | $29.1B |
| AMAZON.COM INCAMZN | 42 funds | $14.5B |
| META PLATFORMS INC-CLASS AMETA | 42 funds | $9.1B |
| VISA INC-CLASS A SHARESV | 42 funds | $4.1B |
| CHEVRON CORPCVX | 42 funds | $2.8B |
| RTX CORPRTX | 42 funds | $2.4B |
| UNITEDHEALTH GROUP INCUNH | 42 funds | $2.3B |
| APPLE INCAAPL | 41 funds | $21.7B |
| BROADCOM INCAVGO | 41 funds | $11.4B |
| ALPHABET INC-CL CGOOG | 41 funds | $8.4B |
Ranked by how many of FISI's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 12, 2026 | Plants William Jack II | Chief Financial Officer | Buy (P) | 660 | $20K |
| Dec 13, 2024 | Glaser Robert M | Director | Buy (P) | 4K | $100K |
| Dec 13, 2024 | BOSWELL DONALD | Director | Buy (P) | 800 | $20K |
| Dec 13, 2024 | DORN ANDREW W JR | Director | Buy (P) | 2K | $50K |
| Dec 13, 2024 | GULLO SAMUEL M | Director | Buy (P) | 4K | $100K |
| Dec 13, 2024 | HOLLIDAY SUSAN R | Director | Buy (P) | 2K | $50K |
| Dec 13, 2024 | BIRMINGHAM MARTIN KEARNEY | President & CEO | Buy (P) | 4K | $100K |
| Dec 13, 2024 | Zupan Mark | Director | Buy (P) | 2K | $50K |
| Dec 13, 2024 | Collins Laurie R | Chief Human Resources Officer | Buy (P) | 2K | $50K |
| Dec 13, 2024 | Quinn Kevin B | Chief Comm Banking Officer | Buy (P) | 400 | $10K |
| Dec 13, 2024 | Burruano Samuel J Jr | Chief Legal Officer | Buy (P) | 2K | $50K |
| Dec 13, 2024 | VanGelder Kim E | Director | Buy (P) | 600 | $15K |
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/FISI/capital-change-brief"
Use Arkolith's capital_change_brief for FISI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for FISI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.