Latest Period
Q1 2026
Security Snapshot
FINANCIAL INSTITUTIONS INC - Common Stock (FISI) Institutional Ownership
CUSIP: 317585404
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
150
Shares (Excl. Options)
15,858,949
Price
$31.71
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- Security type / class
- Equity / Common Stock
- Symbol
- FISI on Nasdaq
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 15,858,949
- Total 13F value
- $502,797,788
- Portfolio coverage rank
- 0%
- Share change
- +43,678
- Value change
- +$1,857,181
- Number of holders
- 150
- Shares outstanding
- 19,575,935
- SEC-reported price per share
- $38.97
- Insider filing price
- $38.97
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- FISI - FINANCIAL INSTITUTIONS INC - Common Stock is tracked under CUSIP 317585404.
- 150 institutions reported positions in Q1 2026.
- 4 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 150 to 3 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $502,797,788 to $6,037,467.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 150 institutions filings for Q1 2026.
Security key
317585404
Latest holder period
Q1 2026
13F holders
150
13D/G owners
4
CIK / CUSIP context first
Open Q1 2026 holders
FISI full holder history
FINANCIAL INSTITUTIONS INC SEC filings
FINANCIAL INSTITUTIONS INC company facts
FINANCIAL INSTITUTIONS INC insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 317585404:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
4
Security
FISI
| 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% | $31,920,486 | 1,348,563 | BlackRock, Inc. | 31 Dec 2024 | |||
| DIMENSIONAL FUND ADVISORS LP | 5% | -6% | $25,812,430 | -$1,429,354 | 1,005,153 | -5.2% | Dimensional Fund Advisors LP | 30 Jun 2025 |
| WELLINGTON MANAGEMENT GROUP LLP | 4.6% | -12% | $30,481,688 | -$5,036,948 | 900,493 | -14% | Wellington Management Group LLP | 31 Mar 2026 |
As of 31 Mar 2026, 150 institutional investors reported holding 15,858,949 shares of FINANCIAL INSTITUTIONS INC - Common Stock (FISI). This represents 81% of the company’s total 19,575,935 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
64%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| PL Capital Advisors, LLC | 9.3% | 1,816,102 | +0.74% | 17% | $57,588,594 |
| BlackRock, Inc. | 7.6% | 1,478,072 | +1.1% | 0% | $46,869,650 |
| DIMENSIONAL FUND ADVISORS LP | 4.9% | 957,667 | +0.18% | 0.01% | $30,366,879 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 4.8% | 948,441 | -2.4% | 0.05% | $30,075,064 |
| WELLINGTON MANAGEMENT GROUP LLP | 4.6% | 900,493 | -14% | 0.01% | $28,554,633 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.3% | 835,538 | 0% | 0% | $26,494,910 |
| STATE STREET CORP | 3% | 579,119 | +14% | 0% | $18,525,038 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.9% | 568,696 | +18% | 0% | $18,037,454 |
| Ategra Capital Management, LLC | 2.9% | 564,100 | -1.4% | 10% | $17,887,611 |
| ACADIAN ASSET MANAGEMENT LLC | 2.8% | 554,604 | +30% | 0.02% | $17,583,000 |
| RAYMOND JAMES FINANCIAL INC | 1.8% | 349,028 | 0% | $11,067,678 | |
| TWO SIGMA INVESTMENTS, LP | 1.4% | 274,740 | +68% | 0.01% | $8,712,005 |
| MORGAN STANLEY | 1.3% | 260,727 | -23% | 0% | $8,267,706 |
| ALLIANCEBERNSTEIN L.P. | 1.3% | 253,226 | +5.5% | 0% | $7,893,054 |
| GOLDMAN SACHS GROUP INC | 1.3% | 245,175 | +14% | 0% | $7,774,499 |
| JPMORGAN CHASE & CO | 1.2% | 242,921 | -16% | 0% | $7,542,697 |
| Hillsdale Investment Management Inc. | 1.2% | 233,080 | 0.2% | $7,390,967 | |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1.1% | 212,927 | 0% | 0% | $6,751,915 |
| ProShare Advisors LLC | 1% | 204,256 | +4.5% | 0.01% | $6,476,957 |
| UBS Group AG | 1% | 203,036 | +678% | 0% | $6,438,272 |
| RENAISSANCE TECHNOLOGIES LLC | 1% | 202,931 | -25% | 0.01% | $6,434,942 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 1% | 202,302 | -44% | 0.02% | $6,414,996 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.88% | 171,340 | +4.8% | 0.11% | $5,433,191 |
| NORTHERN TRUST CORP | 0.85% | 165,519 | +3.3% | 0% | $5,248,608 |
| LSV ASSET MANAGEMENT | 0.84% | 163,900 | -2.1% | 0.01% | $5,197,000 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q1 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 154,926 | $6,037,467 | -$36,632 | $38.97 | 3 |
| 2026 Q1 | 15,858,949 | $502,797,788 | +$1,857,181 | $31.71 | 150 |
| 2025 Q4 | 15,777,569 | $491,990,846 | -$15,684,755 | $31.17 | 149 |
| 2025 Q3 | 16,313,304 | $443,925,406 | +$1,621,228 | $27.20 | 140 |
| 2025 Q2 | 16,263,675 | $417,781,613 | -$7,291,680 | $25.68 | 126 |
| 2025 Q1 | 16,557,591 | $413,366,796 | +$27,895,448 | $24.96 | 133 |
| 2024 Q4 | 15,357,560 | $419,141,257 | +$129,285,739 | $27.29 | 142 |
| 2024 Q3 | 10,534,299 | $268,395,865 | +$9,408,164 | $25.47 | 120 |
| 2024 Q2 | 10,200,825 | $197,163,332 | +$3,212,973 | $19.32 | 105 |
| 2024 Q1 | 9,928,993 | $186,939,628 | +$778,401 | $18.82 | 98 |
| 2023 Q4 | 9,851,139 | $209,908,975 | +$850,190 | $21.30 | 99 |
| 2023 Q3 | 10,000,820 | $168,392,365 | -$3,805,477 | $16.83 | 106 |
| 2023 Q2 | 10,265,846 | $161,770,352 | -$5,421,492 | $15.74 | 98 |
| 2023 Q1 | 10,471,619 | $202,030,244 | -$2,391,492 | $19.28 | 103 |
| 2022 Q4 | 10,565,659 | $257,500,898 | +$1,609,891 | $24.36 | 111 |
| 2022 Q3 | 10,590,964 | $254,450,118 | -$2,501,647 | $24.07 | 108 |
| 2022 Q2 | 10,644,693 | $276,813,491 | -$46,934 | $26.02 | 110 |
| 2022 Q1 | 10,696,977 | $322,125,807 | -$6,220,763 | $30.13 | 126 |
| 2021 Q4 | 10,953,592 | $348,028,344 | -$3,945,034 | $31.80 | 122 |
| 2021 Q3 | 10,896,728 | $334,219,971 | +$2,170,124 | $30.65 | 110 |
| 2021 Q2 | 10,840,861 | $325,433,650 | +$124,217 | $30.00 | 112 |
| 2021 Q1 | 10,841,418 | $328,424,318 | -$6,552,794 | $30.29 | 109 |
| 2020 Q4 | 10,642,183 | $239,798,262 | -$1,323,934 | $22.50 | 104 |
| 2020 Q3 | 10,817,446 | $166,862,007 | -$9,802,315 | $15.40 | 112 |
| 2020 Q2 | 11,419,445 | $212,237,234 | +$2,939,761 | $18.61 | 111 |