Security key
317585404
FINANCIAL INSTITUTIONS INC - Common Stock (FISI)
CUSIP: 317585404
Q3 2023 13F Holders as of 30 Sep 2023
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 10,000,820
- Total 13F value
- $168,392,365
- Share change
- -230,062
- Put/Call ratio
- 15%
- SEC-reported price per share
- $16.83
- Number of holders
- 106
- Value change
- -$3,805,477
- Number of buys
- 49
- Number of sells
- 44
- Shares outstanding
- 19,656,490
Holder snapshot
7 signals
Open additional details 1 more signal available
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q3 2023
Institutions
106
Top holders
10
FISI full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q4 2023
Previous quarter: Q2 2023
FINANCIAL INSTITUTIONS INC SEC filings
FINANCIAL INSTITUTIONS INC company facts
Broader feeds
Reporting periods
Holder history for CUSIP 317585404
Recent filing periods:
Ownership snapshot
Top reported holders of FISI - FINANCIAL INSTITUTIONS INC - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
BlackRock Finance, Inc.
Disclosed value leader
BlackRock Finance, Inc.
Comparable rows
15/15
Latest evidence
30 Jun 2023
13F
Lead comparable stake: 7%
Showing 1-6 of 15 holder rows.
Quick read
BlackRock Finance, Inc. leads the comparable SEC ownership view at 7%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens BlackRock Finance, Inc.'s linked filing trail.
Comparable ownership
Top 5
BlackRock Finance, Inc.
7%
DIMENSIONAL FUND ADVISORS LP
5.7%
VANGUARD GROUP INC
3.8%
COMMONWEALTH EQUITY SERVICES, LLC
2.9%
Ategra Capital Management, LLC
2.2%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| BlackRock Finance, Inc. |
13F
Company
|
7%
|
$21,687,516
1,377,860 shares
|
— | 30 Jun 2023 |
| DIMENSIONAL FUND ADVISORS LP |
13F
Company
|
5.7%
|
$17,637,877
1,120,544 shares
|
— | 30 Jun 2023 |
| VANGUARD GROUP INC |
13F
Company
|
3.8%
|
$11,845,594
752,579 shares
|
— | 30 Jun 2023 |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
Company
|
2.9%
|
$8,999,000
571,751 shares
|
— | 30 Jun 2023 |
| Ategra Capital Management, LLC |
13F
Company
|
2.2%
|
$6,842,272
434,706 shares
|
— | 30 Jun 2023 |
| LSV ASSET MANAGEMENT |
13F
Company
|
1.9%
|
$5,768,000
366,457 shares
|
— | 30 Jun 2023 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q3 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
106
Shares
10,000,820
Rows available
106
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q3 2023 vs Q2 2023 Across Filers
Q2 2023 holders
98
Q3 2023 holders
106
Holder diff
8
| Investor | Q2 2023 Shares | Q3 2023 Shares | Share Diff | Share Chg % | Q2 2023 value | Q3 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend