FINANCIAL INSTITUTIONS INC - Common Stock, $0.01 par value (FISI)

Historical Holders from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock, $0.01 par value
Symbol
FISI on Nasdaq
Shares outstanding
20,063,888
Price per share
$31.17
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares as of 30 Sep 2025
16,313,302
Total reported value
$443,925,352
% of total 13F portfolios
0%
Share change
+51,649
Value change
+$1,621,171
Avg buy value change
+0%
Avg sell value change
-0%
Number of holders
139
Price from insider filings
$30.60
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of FINANCIAL INSTITUTIONS INC - Common Stock, $0.01 par value (FISI) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
PL Capital Advisors, LLC 8.9% +18% $48,570,659 +$7,714,546 1,785,686 +19% LASHLEY RICHARD J 30 Sep 2025
BlackRock, Inc. 6.9% $31,030,435 1,348,563 BlackRock, Inc. 31 Dec 2024
VANGUARD GROUP INC 5.1% +7.6% $23,732,399 +$2,441,591 1,031,395 +11% The Vanguard Group 31 Mar 2025
DIMENSIONAL FUND ADVISORS LP 5% -6% $23,791,972 -$1,317,472 1,005,153 -5.2% Dimensional Fund Advisors LP 30 Jun 2025
As of 30 Sep 2025, FINANCIAL INSTITUTIONS INC - Common Stock, $0.01 par value (FISI) has 139 institutional shareholders filing 13F forms. They hold 16,313,302 shares. of 20,063,888 outstanding shares (81%) .

Top 25 institutional shareholders own 64% of the company.

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
PL Capital Advisors, LLC 8.8% 1,774,886 +30% 16% $48,276,899
BlackRock, Inc. 7.2% 1,450,810 -2.7% 0% $39,462,021
VANGUARD GROUP INC 5.5% 1,095,428 +3.8% 0% $29,795,641
DIMENSIONAL FUND ADVISORS LP 4.7% 951,105 -5.4% 0.01% $25,869,836
ADAGE CAPITAL PARTNERS GP, L.L.C. 4% 811,218 +4.2% 0.03% $22,065,130
WELLINGTON MANAGEMENT GROUP LLP 3.7% 736,825 +34% 0% $20,041,640
Ategra Capital Management, LLC 2.9% 572,075 0% 10% $15,560,440
STATE STREET CORP 2.7% 544,654 +4% 0% $14,976,585
GEODE CAPITAL MANAGEMENT, LLC 2.4% 485,989 +1.7% 0% $13,221,351
ProShare Advisors LLC 2.3% 459,798 +95% 0.03% $12,506,504
JPMORGAN CHASE & CO 1.9% 377,740 +10% 0% $10,274,528
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 1.8% 365,112 -5% 0.03% $9,931,046
Verition Fund Management LLC 1.8% 364,202 -10% 0.06% $9,906,294
COMMONWEALTH EQUITY SERVICES, LLC 1.7% 334,286 -20% 0.01% $9,093,000
Fourthstone LLC 1.6% 322,202 -62% 1.6% $8,763,894
RENAISSANCE TECHNOLOGIES LLC 1.6% 311,492 +3.5% 0.01% $8,472,582
ACADIAN ASSET MANAGEMENT LLC 1.4% 275,394 +3.3% 0.01% $7,489,000
MORGAN STANLEY 1.3% 264,929 +5.3% 0% $7,206,103
Rhino Investment Partners, Inc 1.1% 220,245 0% 1.9% $5,990,664
ALLIANCEBERNSTEIN L.P. 1.1% 219,916 +6.2% 0% $5,981,715
GOLDMAN SACHS GROUP INC 1.1% 219,616 +34% 0% $5,973,555
MALTESE CAPITAL MANAGEMENT LLC 1.1% 211,000 -4.1% 0.87% $5,739,200
MILLENNIUM MANAGEMENT LLC 0.92% 184,618 +103% 0% $5,021,610
CANANDAIGUA NATIONAL BANK & TRUST CO 0.9% 179,723 -36% 0.43% $4,888,466
TWO SIGMA INVESTMENTS, LP 0.87% 175,427 +100% 0.01% $4,771,614

Institutional Holders of FINANCIAL INSTITUTIONS INC - Common Stock, $0.01 par value (FISI) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (% of par) Investors
2025 Q4 23,045 $720,815 +$264,989 3,117.08% 6
2025 Q3 16,313,302 $443,925,352 +$1,621,171 2,720% 139
2025 Q2 16,263,675 $417,781,613 -$7,291,677 2,568% 126
2025 Q1 16,557,591 $413,366,798 +$28,313,448 2,496% 133
2024 Q4 15,356,847 $419,117,413 +$128,850,388 2,729% 142
2024 Q3 10,729,065 $273,356,247 +$9,384,887 2,547% 121
2024 Q2 9,705,043 $187,584,939 +$3,196,091 1,932% 104
2024 Q1 10,110,773 $190,369,560 +$3,713,581 1,882% 99
2023 Q4 541,033 $11,524,019 +$1,867,691 2,130% 1
2023 Q3 9,542,816 $160,685,005 -$4,077,578 1,683% 103
2023 Q2 9,824,453 $154,823,319 -$6,353,249 1,574% 95
2023 Q1 10,050,697 $193,914,446 -$3,501,681 1,928% 98
2022 Q4 10,212,464 $248,896,740 +$700,096 2,436% 108
2022 Q3 10,251,419 $246,277,673 -$4,881,128 2,406.95% 103
2022 Q2 10,254,262 $266,654,930 -$45,560 2,601.96% 107
2022 Q1 9,563,593 $288,326,912 -$5,696,743 3,012.86% 119
2021 Q4 9,741,436 $309,482,561 -$110,333 3,180.05% 117
2021 Q3 10,495,246 $321,913,276 +$2,211,252 3,065.07% 109
2021 Q2 10,624,545 $318,968,440 -$10,723,294 3,000% 111
2021 Q1 10,648,966 $322,464,438 -$10,131,517 3,028.9% 108
2020 Q4 10,565,508 $238,072,769 -$3,022,597 2,250.03% 102
2020 Q3 10,043,471 $154,943,007 -$9,569,220 1,539.97% 108
2020 Q2 11,413,162 $212,120,234 +$3,013,462 1,860.96% 110
2020 Q1 11,260,107 $204,151,127 -$4,154,314 1,814.01% 118
2019 Q4 11,296,873 $362,709,212 -$286,836 3,210.02% 125
2019 Q3 11,263,284 $340,022,474 +$530,191 3,018% 121
2019 Q2 11,388,657 $331,875,168 +$3,775,125 2,914.97% 123
2019 Q1 11,323,469 $307,851,273 +$4,661,609 2,718.05% 119
2018 Q4 11,067,212 $284,462,918 -$5,054,190 2,569.95% 117
2018 Q3 11,407,881 $358,137,085 +$8,273,302 3,139.99% 122
2018 Q2 11,007,482 $362,143,664 +$1,392,587 3,289.94% 113
2018 Q1 10,975,647 $324,874,785 +$1,949,423 2,960.01% 112
2017 Q4 10,982,435 $341,574,381 +$8,467,893 3,110.05% 118
2017 Q3 10,529,977 $303,099,250 +$19,435,118 2,880.09% 112
2017 Q2 10,017,058 $298,509,583 +$28,733,898 2,980.02% 110
2017 Q1 9,032,743 $297,624,194 +$41,848,901 3,294.96% 109
2016 Q4 8,864,911 $303,153,233 +$14,393,833 3,420.17% 110
2016 Q3 8,617,446 $233,612,448 +$1,470,854 2,710.93% 91
2016 Q2 8,611,092 $224,482,226 -$5,158,944 2,607% 90
2016 Q1 8,760,883 $254,687,335 +$6,992,441 2,906.96% 81
2015 Q4 8,572,411 $240,029,712 +$932,556 2,800% 82
2015 Q3 8,401,411 $208,233,581 +$4,195,094 2,478.04% 76
2015 Q2 8,127,699 $201,879,509 +$1,858,426 2,483.98% 77
2015 Q1 8,298,211 $190,289,556 -$2,326,645 2,292.93% 82
2014 Q4 8,372,257 $210,470,848 -$3,009,674 2,514.96% 86
2014 Q3 8,540,845 $191,993,178 -$8,699,491 2,248.01% 86
2014 Q2 8,925,836 $209,019,940 +$2,540,741 2,342% 82
2014 Q1 8,820,845 $203,088,985 +$2,464,770 2,302% 79