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

13F Institutional Holders and Ownership History 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
16,313,302
Total reported value
$443,925,352
% of total 13F portfolios
0%
Share change
+51,649
Value change
+$1,621,174
Number of holders
139
Price from insider filings
$31.17
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% $31,920,486 1,348,563 BlackRock, Inc. 31 Dec 2024
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 30 Sep 2025, 139 institutional investors reported holding 16,313,302 shares of FINANCIAL INSTITUTIONS INC - Common Stock, $0.01 par value (FISI). This represents 81% of the company’s total 20,063,888 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of FINANCIAL INSTITUTIONS INC - Common Stock, $0.01 par value (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 8.8% 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 (Median) Investors
2025 Q4 172,471 $5,418,801 +$372,983 $31.17 13
2025 Q3 16,313,302 $443,925,352 +$1,621,174 $27.20 139
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