HOTCHKIS & WILEY's FISI Position Overview
HOTCHKIS & WILEY (via Hotchkis & Wiley Capital Management LLC) currently holds 202,302 shares of Financial Institutions, Inc. (FISI) worth $6.41 M, representing 0.02% of the portfolio. First purchased in 2017-Q4, this long-term strategic position has been held for 34 quarters.
Based on 13F filings, HOTCHKIS & WILEY has maintained a strategic position in FISI, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 198,820 shares. Largest reduction occurred in Q1 2026, reducing 159,150 shares.
Analysis based on 13F filings available since 2013 Q2
HOTCHKIS & WILEY's Financial Institutions (FISI) Holding Value Over Time
Track share changes against reported price movement
Quarterly Financial Institutions (FISI) Trades by HOTCHKIS & WILEY
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -159,150 | Reduce 44.03% | 202,302 | $31.71 |
| Q4 2025 | -3,660 | Reduce 1.00% | 361,452 | $31.17 |
| Q3 2025 | -19,136 | Reduce 4.98% | 365,112 | $27.20 |
| Q2 2025 | +35,770 | Add 10.26% | 384,248 | $25.68 |
| Q1 2025 | +198,820 | Add 132.85% | 348,478 | $24.96 |
| Q4 2024 | +4,600 | Add 3.17% | 149,658 | $27.29 |
| Q3 2024 | -19,550 | Reduce 11.88% | 145,058 | $25.47 |
| Q2 2024 | +9,800 | Add 6.33% | 164,608 | $19.32 |
| Q1 2024 | -6,400 | Reduce 3.97% | 154,808 | $18.82 |
| Q4 2023 | +1,600 | Add 1.00% | 161,208 | $21.30 |
| Q3 2023 | +7,400 | Add 4.86% | 159,608 | $16.83 |
| Q2 2023 | +54,260 | Add 55.40% | 152,208 | $15.74 |
| Q1 2023 | +1,000 | Add 1.03% | 97,948 | $19.28 |
| Q4 2022 | +5,500 | Add 6.01% | 96,948 | $24.36 |
| Q3 2022 | -41,810 | Reduce 31.38% | 91,448 | $24.07 |
| Q2 2022 | +6,030 | Add 4.74% | 133,258 | $26.02 |
| Q1 2022 | -10,936 | Reduce 7.92% | 127,228 | $30.13 |
| Q4 2021 | -10,700 | Reduce 7.19% | 138,164 | $31.80 |
| Q3 2021 | -6,050 | Reduce 3.91% | 148,864 | $30.65 |
| Q2 2021 | +12,400 | Add 8.70% | 154,914 | $30.00 |
| Q1 2021 | -16,435 | Reduce 10.34% | 142,514 | $30.29 |
| Q4 2020 | +4,470 | Add 2.89% | 158,949 | $22.50 |
| Q3 2020 | +25,890 | Add 20.13% | 154,479 | $15.40 |
| Q2 2020 | +13,900 | Add 12.12% | 128,589 | $18.61 |
| Q1 2020 | +5,600 | Add 5.13% | 114,689 | $18.14 |
| Q4 2019 | -22,020 | Reduce 16.80% | 109,089 | $32.10 |
| Q3 2019 | +6,090 | Add 4.87% | 131,109 | $30.18 |
| Q2 2019 | +26,200 | Add 26.51% | 125,019 | $29.15 |
| Q1 2019 | -45,470 | Reduce 31.51% | 98,819 | $27.18 |
| Q4 2018 | -2,803 | Reduce 1.91% | 144,289 | $25.70 |
| Q3 2018 | +40,364 | Add 37.82% | 147,092 | $31.40 |
| Q2 2018 | +53,606 | Add 100.91% | 106,728 | $32.90 |
| Q1 2018 | +295 | Add 0.56% | 53,122 | $29.59 |
| Q4 2017 | +52,827 | New Buy | 52,827 | $31.10 |
HOTCHKIS & WILEY's Financial Institutions Investment FAQs
HOTCHKIS & WILEY first purchased Financial Institutions, Inc. (FISI) in Q4 2017, acquiring 52,827 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
HOTCHKIS & WILEY has held Financial Institutions, Inc. (FISI) for 34 quarters since Q4 2017.
HOTCHKIS & WILEY's largest addition to Financial Institutions, Inc. (FISI) was in Q1 2025, adding 348,478 shares worth $8.7 M.
According to the latest 13F filing for Q1 2026, HOTCHKIS & WILEY's firm, Hotchkis & Wiley Capital Management LLC, owns 202,302 shares of Financial Institutions, Inc. (FISI), valued at approximately $6.41 M.
As of the Q1 2026 filing, Financial Institutions, Inc. (FISI) represents approximately 0.02% of HOTCHKIS & WILEY's publicly disclosed stock portfolio, making it one of their key holdings.
HOTCHKIS & WILEY's peak holding in Financial Institutions, Inc. (FISI) was 384,248 shares, as reported at the end of Q2 2025.