Financial Institutions Inc: which funds bought and sold
Institutions that bought and sold Financial Institutions shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 99 institutions that filed 13F reports for both quarters added to or opened positions in Financial Institutions, and 48 cut or closed them. Together they sold a net 114K shares, −0.7% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 193K shares (−4.3%); index fund managers were net buyers of 81K shares (+1.9%). 26 opened a new position and 16 sold out entirely.
Bought, Q2 2026 99 institutions, 26 of them new holders Sold, Q2 2026 48 institutions, 16 of them sold out
Net change, all compared −114K shares (−0.7%)
Net change, active managers −193K shares (−4.3%), 24 bought, 13 sold
Buyers versus sellers
99 bought 26 48 sold
Active managers and hedge funds 24 bought · 13 sold · −193K
Index fund managers 9 bought · 2 sold · +81K
Other institutions 66 bought · 33 sold · −1,892
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| American Century Companies Inc Active manager | +262K +298.4% | 350K | $13.6M |
| Blackrock, Inc. Index funds | +189K +12.8% | 1.7M | $65M |
| Two Sigma Investments, LP Hedge fund | +182K +66.4% | 457K | $17.8M |
| Jpmorgan Chase & Co | +162K +66.7% | 405K | $15.7M |
| Qube Research & Technologies Ltd Hedge fund | +126K +186.5% | 194K | $7.6M |
| AQR Capital Management LLC Hedge fund | +93K +59.2% | 251K | $9.8M |
| Citadel Advisors LLC Hedge fund | +74K +646.0% | 85K | $3.3M |
| Vanguard Portfolio Management LLC Index funds | +50K +23.5% | 263K | $10.3M |
| Prudential Financial Inc | +45K +221.6% | 66K | $2.6M |
| Dimensional Fund Advisors LP | +45K +4.7% | 1.0M | $39.1M |
| Trexquant Investment LP Hedge fund | +41K +122.2% | 75K | $2.9M |
| Acadian Asset Management LLC Active manager | +39K +7.0% | 593K | $23.1M |
| Segall Bryant & Hamill, LLC Active manager | +33K +75.5% | 76K | $3M |
| Xtx Topco Ltd | +21K New position | 21K | $806,952 |
| Gsa Capital Partners LLP | +19K +107.6% | 37K | $1.5M |
| Geode Capital Management, LLC Index funds | +18K +3.2% | 587K | $22.9M |
| Russell Investments Group, Ltd. | +18K +50.7% | 53K | $2.1M |
| Hillsdale Investment Management Inc. | +16K +6.9% | 249K | $9.7M |
| LSV Asset Management Active manager | +16K +9.7% | 180K | $7M |
| Quadrature Capital Ltd Hedge fund | +15K New position | 15K | $589,577 |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| American Century Companies Inc Active manager | +262K +298.4% | 350K | $13.6M |
| Two Sigma Investments, LP Hedge fund | +182K +66.4% | 457K | $17.8M |
| Qube Research & Technologies Ltd Hedge fund | +126K +186.5% | 194K | $7.6M |
| AQR Capital Management LLC Hedge fund | +93K +59.2% | 251K | $9.8M |
| Citadel Advisors LLC Hedge fund | +74K +646.0% | 85K | $3.3M |
| Trexquant Investment LP Hedge fund | +41K +122.2% | 75K | $2.9M |
| Acadian Asset Management LLC Active manager | +39K +7.0% | 593K | $23.1M |
| Segall Bryant & Hamill, LLC Active manager | +33K +75.5% | 76K | $3M |
| LSV Asset Management Active manager | +16K +9.7% | 180K | $7M |
| Quadrature Capital Ltd Hedge fund | +15K New position | 15K | $589,577 |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Wellington Management Group LLP Active manager | −838K −93.0% | 63K | $2.5M |
| Proshare Advisors LLC Index funds | −204K Sold out | 0 | — |
| UBS Group AG | −190K −93.6% | 13K | $507,506 |
| Adage Capital Partners Gp, L.L.C. Hedge fund | −113K −12.0% | 835K | $32.5M |
| Raymond James Financial Inc | −101K −28.9% | 248K | $9.7M |
| Renaissance Technologies LLC Hedge fund | −66K −32.5% | 137K | $5.3M |
| Verition Fund Management LLC Hedge fund | −52K Sold out | 0 | — |
| Numerai Gp LLC | −44K Sold out | 0 | — |
| Goldman Sachs Group Inc | −29K −11.9% | 216K | $8.4M |
| Morgan Stanley | −26K −9.9% | 235K | $9.2M |
| Exoduspoint Capital Management, LP Hedge fund | −24K Sold out | 0 | — |
| Sei Investments Co | −21K −40.2% | 31K | $1.2M |
| Thrivent Financial For Lutherans | −19K −35.5% | 34K | $1.3M |
| Maltese Capital Management LLC | −17K −14.5% | 100K | $3.9M |
| Susquehanna International Group, LLP | −17K Sold out | 0 | — |
| Marshall Wace, LLP Hedge fund | −12K Sold out | 0 | — |
| HSBC Holdings PLC | −12K Sold out | 0 | — |
| Jane Street Group, LLC | −10K Sold out | 0 | — |
| Balyasny Asset Management L.P. Hedge fund | −9,124 Sold out | 0 | — |
| Kennedy Capital Management LLC Active manager | −8,094 −17.5% | 38K | $1.5M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Wellington Management Group LLP Active manager | −838K −93.0% | 63K | $2.5M |
| Adage Capital Partners Gp, L.L.C. Hedge fund | −113K −12.0% | 835K | $32.5M |
| Renaissance Technologies LLC Hedge fund | −66K −32.5% | 137K | $5.3M |
| Verition Fund Management LLC Hedge fund | −52K Sold out | 0 | — |
| Exoduspoint Capital Management, LP Hedge fund | −24K Sold out | 0 | — |
| Marshall Wace, LLP Hedge fund | −12K Sold out | 0 | — |
| Balyasny Asset Management L.P. Hedge fund | −9,124 Sold out | 0 | — |
| Kennedy Capital Management LLC Active manager | −8,094 −17.5% | 38K | $1.5M |
| Alliancebernstein L.P. Active manager | −7,968 −3.1% | 245K | $7.8M |
| Brevan Howard Capital Management LP Hedge fund | −7,311 Sold out | 0 | — |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Xtx Topco Ltd | 21K | $806,952 |
| Quadrature Capital LtdHedge fund | 15K | $589,577 |
| Oppenheimer & Close, LLC | 15K | $565,065 |
| Wealth Enhancement Advisory Services, LLC | 14K | $548,484 |
| Bailard, Inc. | 13K | $522,198 |
| Arrowstreet Capital, Limited PartnershipHedge fund | 13K | $496,517 |
| Panagora Asset Management IncActive manager | 11K | $446,090 |
| Mercer Global Advisors Inc | 8,625 | $336,116 |
| State Of Wisconsin Investment Board | 8,310 | $323,841 |
| Engineers Gate Manager LPHedge fund | 7,836 | $305,369 |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Proshare Advisors LLCIndex funds | 204K | $6.5M |
| Verition Fund Management LLCHedge fund | 52K | $1.7M |
| Numerai Gp LLC | 44K | $1.4M |
| Exoduspoint Capital Management, LPHedge fund | 24K | $752,922 |
| Susquehanna International Group, LLP | 17K | $526,640 |
| Marshall Wace, LLPHedge fund | 12K | $374,462 |
| HSBC Holdings PLC | 12K | $369,284 |
| Jane Street Group, LLC | 10K | $329,688 |
| Balyasny Asset Management L.P.Hedge fund | 9,124 | $289,322 |
| Daytona Street Capital LLC | 8,000 | $258,080 |
Who holds the shares
- Institutions reporting
- 158
- Ten largest holders
- 56.9% of 13F-reported shares
- Index fund managers
- 28.3% of 13F-reported shares
- Active managers and hedge funds
- 27.4% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 24 | 13 | 6 | 5 | −193K | −4.3% |
| Index fund managers | 9 | 2 | 0 | 1 | +81K | +1.9% |
| Other institutions | 66 | 33 | 20 | 10 | −1,892 | −0.0% |
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