13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated

FINANCIAL INSTNS INC

158 institutions still hold FINANCIAL INSTNS INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 317585404·158 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 0.1%
vs prior quarter
13F value held
$359M
46.0% inst. owned
of float
Holders
158
-139 QoQ
filers reporting
Activity
+77 / −67
+1,062 added · −879 reduced
this quarter
Concentration
16.03%
PL Capital Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

158 institutions reported FINANCIAL INSTNS INC in Q1 2026. PL Capital Advisors, LLC leads at 16.0% of the visible book. -139 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
PL Capital Advisors, LLC
CIK 0001569147
$58M1.8M17.37%Q1 202602
BlackRock, Inc.
CIK 0002012383
$47M1.5M0.00%Q1 202603
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$30M958K0.01%Q1 202604
ADAGE CAPITAL PARTNERS GP, L.L.C.
CIK 0001165408
$30M948K0.05%Q1 202605
WELLINGTON MANAGEMENT GROUP LLP
CIK 0000902219
$29M900K0.01%Q1 202606
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$26M836K0.00%Q1 202607
STATE STREET CORP
CIK 0000093751
$19M579K0.00%Q1 202608
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$18M569K0.00%Q1 202609
Ategra Capital Management, LLC
CIK 0001741369
$18M564K8.89%Q1 202610
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$11M349K0.00%Q1 202611
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$9M275K0.01%Q1 202612
MORGAN STANLEY
CIK 0000895421
$8M261K0.00%Q1 202613
ALLIANCEBERNSTEIN L.P.
CIK 0001109448
$8M253K0.00%Q1 202614
GOLDMAN SACHS GROUP INC
CIK 0000886982
$8M245K0.00%Q1 202615
JPMORGAN CHASE & CO
CIK 0000019617
$8M243K0.00%Q1 202616
Hillsdale Investment Management Inc.
CIK 0001368465
$7M233K0.20%Q1 202617
Vanguard Portfolio Management
CIK 0002100121
$7M213K0.00%Q1 202618
ProShare Advisors LLC
CIK 0001357955· Quasi-passive
$6M204K0.01%Q1 202619
UBS Group AG
CIK 0001610520
$6M203K0.00%Q1 202620
RENAISSANCE TECHNOLOGIES LLC
CIK 0001037389
$6M203K0.01%Q1 2026
Page 1 of 8
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