FINANCIAL INSTITUTIONS INC - Common Stock (FISI) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
FISI on Nasdaq
Shares outstanding
20,178,750
Price per share
$33.17
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
15,774,921
Total reported value
$491,908,542
% of total 13F portfolios
0%
Share change
-545,346
Value change
-$15,671,019
Number of holders
146
Price from insider filings
$33.17
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of FINANCIAL INSTITUTIONS INC - Common Stock (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% $31,920,486 1,348,563 BlackRock, Inc. 31 Dec 2024
WELLINGTON MANAGEMENT GROUP LLP 5.2% $32,874,412 1,049,295 Wellington Management Group LLP 31 Dec 2025
VANGUARD GROUP INC 5.1% +7.6% $24,413,120 +$2,511,624 1,031,395 +11% The Vanguard Group 31 Mar 2025
DIMENSIONAL FUND ADVISORS LP 5% -6% $25,812,430 -$1,429,354 1,005,153 -5.2% Dimensional Fund Advisors LP 30 Jun 2025

As of 31 Dec 2025, 146 institutional investors reported holding 15,774,921 shares of FINANCIAL INSTITUTIONS INC - Common Stock (FISI). This represents 78% of the company’s total 20,178,750 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of FINANCIAL INSTITUTIONS INC - Common Stock (FISI) together control 64% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
PL Capital Advisors, LLC 8.9% 1,802,791 +1.6% 18% $56,192,995
BlackRock, Inc. 7.2% 1,461,503 +0.74% 0% $45,555,035
VANGUARD GROUP INC 5.7% 1,157,026 +5.6% 0% $36,064,500
WELLINGTON MANAGEMENT GROUP LLP 5.2% 1,049,295 +42% 0.01% $32,706,525
ADAGE CAPITAL PARTNERS GP, L.L.C. 4.8% 972,043 +20% 0.05% $30,298,580
DIMENSIONAL FUND ADVISORS LP 4.7% 955,906 +0.5% 0.01% $29,795,803
Ategra Capital Management, LLC 2.8% 572,075 0% 10% $17,831,578
STATE STREET CORP 2.5% 507,389 -6.8% 0% $15,984,201
GEODE CAPITAL MANAGEMENT, LLC 2.4% 482,155 -0.79% 0% $15,032,614
ACADIAN ASSET MANAGEMENT LLC 2.1% 426,036 +55% 0.02% $13,275,000
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 1.8% 361,452 -1% 0.03% $11,266,459
COMMONWEALTH EQUITY SERVICES, LLC 1.8% 355,476 +6.3% 0.01% $11,080,180
MORGAN STANLEY 1.7% 337,488 +27% 0% $10,519,554
JPMORGAN CHASE & CO 1.4% 288,077 -24% 0% $8,979,359
RENAISSANCE TECHNOLOGIES LLC 1.3% 271,300 -13% 0.01% $8,456,421
Fourthstone LLC 1.3% 254,501 -21% 1.5% $7,932,796
ALLIANCEBERNSTEIN L.P. 1.2% 240,126 +9.2% 0% $7,484,727
Rhino Investment Partners, Inc 1.1% 215,887 -2% 1.9% $6,729,198
GOLDMAN SACHS GROUP INC 1.1% 214,584 -2.3% 0% $6,688,583
ProShare Advisors LLC 0.97% 195,512 -57% 0.01% $6,094,109
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.84% 168,746 +0.46% 0% $5,259,813
LSV ASSET MANAGEMENT 0.83% 167,500 0% 0.01% $5,221,000
TWO SIGMA INVESTMENTS, LP 0.81% 163,527 -6.8% 0.01% $5,097,137
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.81% 163,507 +5.8% 0.11% $5,096,513
NORTHERN TRUST CORP 0.79% 160,286 -5.6% 0% $4,996,114

Institutional Holders of FINANCIAL INSTITUTIONS INC - Common Stock (FISI) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 15,774,921 $491,908,542 -$15,671,019 $31.17 146
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
2020 Q1 11,270,279 $204,336,127 -$4,333,894 $18.14 119
2019 Q4 11,387,044 $365,603,212 +$334,282 $32.10 128
2019 Q3 11,389,882 $343,843,474 +$889,517 $30.18 126
2019 Q2 11,388,657 $331,875,168 +$3,778,730 $29.15 123
2019 Q1 11,340,065 $308,302,273 +$5,118,215 $27.18 121
2018 Q4 11,151,642 $286,631,918 -$9,093,300 $25.70 120
2018 Q3 11,442,850 $359,235,085 +$8,534,327 $31.40 123
2018 Q2 11,141,317 $366,546,664 +$2,162,597 $32.90 116
2018 Q1 11,087,125 $328,174,785 +$1,746,042 $29.60 114
2017 Q4 11,090,683 $344,940,381 +$8,498,532 $31.10 120
2017 Q3 10,808,526 $311,119,250 +$19,706,367 $28.80 116
2017 Q2 10,124,937 $301,724,583 +$28,964,969 $29.80 112
2017 Q1 9,141,899 $301,221,194 +$42,054,247 $32.95 111
2016 Q4 8,967,847 $306,674,233 +$14,789,910 $34.20 111
2016 Q3 8,668,452 $234,993,448 +$1,741,857 $27.11 92
2016 Q2 8,611,092 $224,482,226 -$5,156,342 $26.07 90
2016 Q1 8,782,146 $255,303,335 +$6,536,083 $29.07 82
2015 Q4 8,572,411 $240,029,712 +$938,602 $28.00 82
2015 Q3 8,555,947 $212,061,581 +$4,811,083 $24.78 78
2015 Q2 8,370,936 $207,921,509 +$2,056,810 $24.84 78
2015 Q1 8,298,211 $190,289,556 -$2,326,635 $22.93 82
2014 Q4 8,372,257 $210,470,848 -$3,009,675 $25.15 86
2014 Q3 8,540,845 $191,993,178 -$8,699,489 $22.48 86
2014 Q2 8,925,836 $209,019,940 +$2,540,745 $23.42 82
2014 Q1 8,820,845 $203,088,985 +$2,468,019 $23.02 79