Institutional Ownership Financial Institutions Inc (FISI)
This table provides information about the institutional ownership of Financial Institutions Inc (FISI). We have compiled data on the 147 institutions that hold shares in the stock, with a total of 16.7 Million shares, which have been reported (via 13F filing form) to have a value of $489 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pl Capital Advisors, LLC
Naples, FL |
Nov 04, 2025 Q3 2025 |
1,774,886
shares
|
$51.9 Million
16.68% of portfolio
|
Q3 2025
Added 30.36%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,397,240
shares
|
$40.9 Million
0.0% of portfolio
|
Q2 2024
Added 6.53%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
1,095,428
shares
|
$32 Million
0.0% of portfolio
|
Q3 2025
Added 3.81%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
951,105
shares
|
$27.8 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.38%
|
|
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
Nov 14, 2025 Q3 2025 |
811,218
shares
|
$23.7 Million
0.04% of portfolio
|
Q3 2025
Added 4.16%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2025 Q3 2025 |
736,825
shares
|
$21.6 Million
0.0% of portfolio
|
Q3 2025
Added 34.08%
|
|
|
Ategra Capital Management, LLC
Vienna, VA |
Nov 14, 2025 Q3 2025 |
572,075
shares
|
$16.7 Million
9.18% of portfolio
|
Q2 2024
Added 2.65%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
544,654
shares
|
$15.9 Million
0.0% of portfolio
|
Q3 2025
Added 4.0%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
485,989
shares
|
$14.2 Million
0.0% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Pro Share Advisors LLC
|
Nov 05, 2025 Q3 2025 |
459,798
shares
|
$13.4 Million
0.03% of portfolio
|
Q3 2025
Added 94.57%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
377,740
shares
|
$11 Million
0.0% of portfolio
|
Q3 2025
Added 14.24%
|
|
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
365,112
shares
|
$10.7 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.98%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
364,202
shares
|
$10.7 Million
0.05% of portfolio
|
Q3 2025
Reduced 10.14%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
334,286
shares
|
$9.78 Million
0.01% of portfolio
|
Q3 2025
Reduced 20.03%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
330,623
shares
|
$9.67 Million
1.37% of portfolio
|
Q4 2022
Reduced 2.43%
|
|
|
Fourthstone LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
322,202
shares
|
$9.42 Million
2.45% of portfolio
|
Q3 2025
Reduced 61.94%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
311,492
shares
|
$9.11 Million
0.01% of portfolio
|
Q3 2025
Added 3.49%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
275,394
shares
|
$8.06 Million
0.01% of portfolio
|
Q3 2025
Added 3.32%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
264,929
shares
|
$7.75 Million
0.0% of portfolio
|
Q3 2025
Added 5.33%
|
|
|
Rhino Investment Partners, Inc
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
220,245
shares
|
$6.44 Million
1.89% of portfolio
|
Q2 2025
Added 129.33%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
219,916
shares
|
$6.43 Million
0.0% of portfolio
|
Q3 2025
Added 6.23%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
219,616
shares
|
$6.42 Million
0.0% of portfolio
|
Q3 2025
Added 33.84%
|
|
|
Maltese Capital Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
211,000
shares
|
$6.17 Million
1.0% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
184,618
shares
|
$5.4 Million
0.0% of portfolio
|
Q3 2025
Added 102.89%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
179,723
shares
|
$5.26 Million
0.44% of portfolio
|
Q3 2025
Reduced 35.77%
|
|