13F reference period
Q2 2026
Security Snapshot
FINANCIAL INSTITUTIONS INC - Common Stock (FISI) Institutional Ownership
CUSIP: 317585404
13F Institutional Holders and Ownership History from Q1 2014 to Q3 2026
Institutions Reporting
159
Shares (Excl. Options)
15.73M
Full value: 15,733,981 · shares · 30 Jun 2026Price
$38.97
The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.
Save this security page for your next review
Watchlists follow companies and investors, across their share classes. Bookmark this page to revisit this specific CUSIP and its quarterly holders. If you create an account from here, we will bring you back after verification.
- Security type / class
- Equity / Common Stock
- Symbol
- FISI on Nasdaq
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 15,733,981
- Total 13F value
- $611,542,214
- Portfolio coverage rank
- 0%
- Share change
- -118,687
- Value change
- -$1,619,273
- Number of holders
- 159
- Shares outstanding
- 19,668,627
- SEC-reported price per share
- $38.98
- Insider filing price
- $38.98
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
Filing notes and source
Key facts
- FISI - FINANCIAL INSTITUTIONS INC - Common Stock is tracked under CUSIP 317585404.
- 159 institutions reported positions in Q2 2026.
- 4 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 150 to 159 between Q1 2026 and Q2 2026.
- SEC-reported value moved from to
$502.8M
Full value: $502,797,788 · USD · 31 Mar 2026.$611.54M
Full value: $611,542,214 · USD · 30 Jun 2026
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 159 institutions filings for Q2 2026.
Security key
317585404
13F reference period
Q2 2026
13F holders
159
13D/G owners
4
CIK / CUSIP context first
Open Q2 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. | 8.3% | +20% | $63,618,696 | +$11,064,926 | 1,632,496 | +21% | BlackRock, Inc. | 30 Jun 2026 |
| DIMENSIONAL FUND ADVISORS LP | 5.1% | +2% | $39,067,386 | -$104,130 | 1,002,481 | -0.27% | Dimensional Fund Advisors LP | 30 Jun 2026 |
| 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 30 Jun 2026,
159
institutional investors reported holding
shares of
FINANCIAL INSTITUTIONS INC - Common Stock (FISI).
This represents
80%
of the company’s total
outstanding shares.
15.73M
Full value: 15,733,981 · shares · 30 Jun 202619.67M
Full value: 19,668,627 · shares · Stored outstanding share count13F 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 | 9.2% | 1,816,102 | 0% | 20% | $70,773,495 |
| BlackRock, Inc. | 8.5% | 1,667,260 | +13% | 0% | $64,973,107 |
| DIMENSIONAL FUND ADVISORS LP | 5.1% | 1,002,481 | +4.7% | 0.01% | $39,066,636 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.3% | 841,166 | +0.67% | 0% | $32,780,239 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 4.2% | 834,969 | -12% | 0.05% | $32,538,742 |
| ACADIAN ASSET MANAGEMENT LLC | 3% | 593,367 | +7% | 0.03% | $23,117,000 |
| STATE STREET CORP | 3% | 592,493 | +2.3% | 0% | $23,273,091 |
| GEODE CAPITAL MANAGEMENT, LLC | 3% | 586,724 | +3.2% | 0% | $22,870,028 |
| Ategra Capital Management, LLC | 2.9% | 564,100 | 0% | 12% | $21,982,977 |
| TWO SIGMA INVESTMENTS, LP | 2.3% | 457,098 | +66% | 0.01% | $17,813,109 |
| JPMORGAN CHASE & CO | 2.1% | 404,980 | +67% | 0% | $15,725,374 |
| AMERICAN CENTURY COMPANIES INC | 1.8% | 349,611 | +298% | 0.01% | $13,624,341 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1.3% | 263,033 | +24% | 0% | $10,250,396 |
| AQR CAPITAL MANAGEMENT LLC | 1.3% | 251,498 | +59% | 0% | $9,800,878 |
| Hillsdale Investment Management Inc. | 1.3% | 249,200 | +6.9% | 0.22% | $9,711,324 |
| RAYMOND JAMES FINANCIAL INC | 1.3% | 248,283 | -29% | 0% | $9,675,589 |
| ALLIANCEBERNSTEIN L.P. | 1.2% | 245,258 | -3.1% | 0% | $7,777,131 |
| MORGAN STANLEY | 1.2% | 234,920 | -9.9% | 0% | $9,154,873 |
| GOLDMAN SACHS GROUP INC | 1.1% | 216,109 | -12% | 0% | $8,421,768 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 1% | 199,502 | -1.4% | 0.02% | $7,774,593 |
| Qube Research & Technologies Ltd | 0.99% | 193,831 | +187% | 0.01% | $7,553,594 |
| LSV ASSET MANAGEMENT | 0.91% | 179,800 | +9.7% | 0.01% | $7,007,000 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.91% | 179,154 | +4.6% | 0.12% | $6,981,631 |
| NORTHERN TRUST CORP | 0.9% | 176,215 | +6.5% | 0% | $6,867,098 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.82% | 162,212 | +1.3% | 0% | $6,321,402 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
51
Headline period
Q2 2026
Rows shown
1-25 of 51
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 485,907 | $18,948,586 | +$6,637,268 | $38.98 | 27 |
| 2026 Q2 | 15,733,981 | $611,542,214 | -$1,619,273 | $38.97 | 159 |
| 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 |