Security key
317585404
FINANCIAL INSTITUTIONS INC - Common Stock (FISI)
CUSIP: 317585404
Q4 2024 13F Holders as of 31 Dec 2024
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 19,575,935
- Total 13F shares
- 15,357,560
- Share change
- +4,720,862
- Total reported value
- $419,141,257
- Put/Call ratio
- 29%
- Price per share
- $27.29
- Number of holders
- 142
- Value change
- +$129,285,739
- Number of buys
- 77
- Number of sells
- 45
Report period
Q4 2024
Institutions
142
Top holders
10
FISI full security history
Newer quarter: Q1 2025
Previous quarter: Q3 2024
FINANCIAL INSTITUTIONS INC SEC filings
FINANCIAL INSTITUTIONS INC company facts
Broader feeds
Reporting periods
Holder history for CUSIP 317585404
Recent filing periods:
Top shareholders of FISI - FINANCIAL INSTITUTIONS INC - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. |
13F
13D/G
|
Company |
6.9%
from 13D/G
|
1,382,183
|
$35,204,202 | — | 30 Sep 2024 | |
| PL Capital Advisors, LLC |
13F
|
Company |
9%
|
1,771,516
|
$29,071,502 | — | 30 Sep 2024 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
4.9%
|
956,926
|
$24,372,636 | — | 30 Sep 2024 | |
| VANGUARD GROUP INC |
13F
|
Company |
4.2%
|
818,673
|
$20,851,601 | — | 30 Sep 2024 | |
| Ategra Capital Management, LLC |
13F
|
Company |
2.9%
|
572,075
|
$14,570,750 | — | 30 Sep 2024 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
2.3%
|
453,352
|
$11,547,000 | — | 30 Sep 2024 | |
| CANANDAIGUA NATIONAL BANK & TRUST CO |
13F
|
Company |
—
mixed-class rows
|
323,075
mixed-class rows
|
$11,501,394 | — | 30 Sep 2024 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.8%
|
354,685
|
$9,035,891 | — | 30 Sep 2024 | |
| COURIER CAPITAL LLC |
13F
|
Company |
1.8%
|
350,239
|
$8,920,577 | — | 30 Sep 2024 | |
| LSV ASSET MANAGEMENT |
13F
|
Company |
1.8%
|
344,957
|
$8,786,000 | — | 30 Sep 2024 | |
| ACADIAN ASSET MANAGEMENT LLC |
13F
|
Company |
1.7%
|
340,707
|
$8,676,000 | — | 30 Sep 2024 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
1.6%
|
307,683
|
$7,836,686 | — | 30 Sep 2024 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
1.5%
|
293,500
|
$7,475,445 | — | 30 Sep 2024 | |
| STATE STREET CORP |
13F
|
Company |
1.4%
|
283,707
|
$7,309,262 | — | 30 Sep 2024 | |
| MORGAN STANLEY |
13F
|
Company |
1.3%
|
252,853
|
$6,440,206 | — | 30 Sep 2024 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.97%
|
189,224
|
$4,819,535 | — | 30 Sep 2024 | |
| ZACKS INVESTMENT MANAGEMENT |
13F
|
Company |
0.94%
|
184,767
|
$4,706,009 | — | 30 Sep 2024 | |
| PRUDENTIAL FINANCIAL INC |
13F
|
Company |
0.94%
|
183,048
|
$4,662,232 | — | 30 Sep 2024 | |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.74%
|
145,058
|
$3,694,627 | — | 30 Sep 2024 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.73%
|
142,814
|
$3,637,478 | — | 30 Sep 2024 | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.7%
|
136,450
|
$3,475,382 | — | 30 Sep 2024 | |
| Palisades Investment Partners, LLC |
13F
|
Company |
0.65%
|
126,775
|
$3,229,363 | — | 30 Sep 2024 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.64%
|
124,428
|
$3,169,181 | — | 30 Sep 2024 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
13F
|
Company |
0.63%
|
123,825
|
$3,153,823 | — | 30 Sep 2024 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.59%
|
114,904
|
$2,926,605 | — | 30 Sep 2024 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.57%
|
111,940
|
$2,851,330 | — | 30 Sep 2024 | |
| Connor, Clark & Lunn Investment Management Ltd. |
13F
|
Company |
0.5%
|
97,559
|
$2,484,828 | — | 30 Sep 2024 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.41%
|
80,184
|
$2,042,286 | — | 30 Sep 2024 | |
| TWO SIGMA ADVISERS, LP |
13F
|
Company |
0.39%
|
76,887
|
$1,958,312 | — | 30 Sep 2024 | |
| FEDERATED HERMES, INC. |
13F
|
Company |
0.35%
|
69,277
|
$1,764,485 | — | 30 Sep 2024 | |
| Empowered Funds, LLC |
13F
|
Company |
0.34%
|
66,450
|
$1,692,482 | — | 30 Sep 2024 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.33%
|
63,691
|
$1,622,209 | — | 30 Sep 2024 | |
| JACOBS LEVY EQUITY MANAGEMENT, INC |
13F
|
Company |
0.31%
|
59,725
|
$1,521,196 | — | 30 Sep 2024 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
0.3%
|
59,415
|
$1,513,300 | — | 30 Sep 2024 | |
| MARTINGALE ASSET MANAGEMENT L P |
13F
|
Company |
0.29%
|
57,035
|
$1,452,682 | — | 30 Sep 2024 | |
| SEGALL BRYANT & HAMILL, LLC |
13F
|
Company |
0.27%
|
53,556
|
$1,364,071 | — | 30 Sep 2024 | |
| THRIVENT FINANCIAL FOR LUTHERANS |
13F
|
Company |
0.26%
|
50,288
|
$1,281,000 | — | 30 Sep 2024 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
0.25%
|
49,615
|
$1,263,694 | — | 30 Sep 2024 | |
| Cutler Capital Management, LLC |
13F
|
Company |
0.23%
|
45,725
|
$1,164,620 | — | 30 Sep 2024 | |
| BARCLAYS PLC |
13F
|
Company |
0.23%
|
44,798
|
$1,141,006 | — | 30 Sep 2024 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.22%
|
42,865
|
$1,092,726 | — | 30 Sep 2024 | |
| Samuel M. Gullo |
3/4/5
|
Director |
—
class O/S missing
|
40,840
|
$1,021,000 | — | 13 Dec 2024 | |
| FMR LLC |
13F
|
Company |
0.2%
|
38,368
|
$977,232 | — | 30 Sep 2024 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
0.19%
|
36,500
|
$929,655 | — | 30 Sep 2024 | |
| Invesco Ltd. |
13F
|
Company |
0.19%
|
36,233
|
$922,854 | — | 30 Sep 2024 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.13%
|
25,149
|
$640,546 | — | 30 Sep 2024 | |
| GLOBEFLEX CAPITAL L P |
13F
|
Company |
0.13%
|
24,992
|
$636,546 | — | 30 Sep 2024 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.12%
|
23,192
|
$590,691 | — | 30 Sep 2024 | |
| STRS OHIO |
13F
|
Company |
0.11%
|
22,200
|
$565,434 | — | 30 Sep 2024 | |
| LAZARD ASSET MANAGEMENT LLC |
13F
|
Company |
0.11%
|
22,027
|
$561,000 | — | 30 Sep 2024 |
Institutional Holders of FINANCIAL INSTITUTIONS INC - Common Stock (FISI) as of Q4 2024
As of 31 Dec 2024,
FINANCIAL INSTITUTIONS INC - Common Stock (FISI) was held by
142 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
15,357,560 shares.
The largest 10 holders included
BlackRock, Inc., DIMENSIONAL FUND ADVISORS LP, VANGUARD GROUP INC, WELLINGTON MANAGEMENT GROUP LLP, Ategra Capital Management, LLC, PL Capital Advisors, LLC, COMMONWEALTH EQUITY SERVICES, LLC, AMERICAN CENTURY COMPANIES INC, ADAGE CAPITAL PARTNERS GP, L.L.C., and Verition Fund Management LLC.
This page lists
142
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2024 vs Q3 2024 Across Filers
Q3 2024 holders
120
Q4 2024 holders
142
Holder diff
22
| Investor | Q3 2024 Shares | Q4 2024 Shares | Share Diff | Share Chg % | Q3 2024 Value $ | Q4 2024 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.