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Financial Institutions shares owned by HPM Partners

Quarter-by-quarter ownership of Financial Institutions (FISI) shares owned by HPM Partners from 13F filings

Historical chart of HPM Partners investment in Financial Institutions

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All positions including Financial Institutions held by HPM Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Institutions by HPM Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $219k 5.6k 38.97

More positions owned by HPM Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Broadcom (AVGO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
Procter & Gamble Company (PG)
Eli Lilly & Co. (LLY)

View all positions for HPM Partners

Top funds holding Financial Institutions

PL Capital Advisors
BlackRock
Dimensional Fund Advisors
Vanguard Capital Management
Adage Capital Partners GP
Acadian Asset Management
Geode Capital Management
State Street Corporation
Ategra Capital Management
Two Sigma Investments
Jpmorgan Chase & Co
American Century Companies
Vanguard Portfolio Management
Morgan Stanley
AQR Capital Management

View all funds holding Financial Institutions