Q3 2025 13F Holders as of 9/30/2025
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Type / Class
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Equity / Common Stock, $0.01 par value
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Shares outstanding
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20.1M
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Number of holders
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8
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Total 13F shares, excl. options
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192K
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Shares change
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-100K
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Total reported value, excl. options
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$5.22M
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Value change
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-$2.72M
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Number of buys
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4
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Number of sells
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-2
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Price
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$27.20
Significant Holders of FINANCIAL INSTITUTIONS INC - Common Stock, $0.01 par value (FISI) as of Q3 2025
8 filings reported holding FISI - FINANCIAL INSTITUTIONS INC - Common Stock, $0.01 par value as of Q3 2025.
FINANCIAL INSTITUTIONS INC - Common Stock, $0.01 par value (FISI) has 8 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 192K shares
of 20.1M outstanding shares and own 0.96% of the company stock.
Largest 9 shareholders include COMMONWEALTH EQUITY SERVICES, LLC (334K shares), CANANDAIGUA NATIONAL BANK & TRUST CO (180K shares), CWM, LLC (8.53K shares), TOMPKINS FINANCIAL CORP (2.74K shares), GAMMA Investing LLC (468 shares), OPTIMUM INVESTMENT ADVISORS (200 shares), Farther Finance Advisors, LLC (84 shares), True Wealth Design, LLC (40 shares), and Capital Advisors, Ltd. LLC (39 shares).
This table shows the top 8 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.