# FINANCIAL INSTITUTIONS INC (FISI)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/FISI/

- Reporting holders: 6
- Reported value: $6.0M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CANANDAIGUA NATIONAL BANK & TRUST CO](https://holderbook.com/funds/1074266-canandaigua-national-bank-trust-co/) | $5.8M | 149,700 | 0.5% | 20 |
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $106.8K | 2,739 | 0.0% | 10 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $25.4K | 651 | 0.0% | 12 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $10.7K | 274 | 0.0% | 8 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $9.2K | 237 | 0.0% | 12 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $3.5K | 90 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 6 | $6.0M |
| Q2 2026 | 161 | $645.5M |
| Q1 2026 | 149 | $504.0M |
| Q4 2025 | 148 | $492.1M |
| Q3 2025 | 141 | $454.2M |
| Q2 2025 | 129 | $418.7M |
| Q1 2025 | 134 | $413.6M |
| Q4 2024 | 143 | $420.0M |
| Q3 2024 | 121 | $289.0M |
| Q2 2024 | 107 | $197.5M |
| Q1 2024 | 100 | $198.0M |
| Q4 2023 | 100 | $216.6M |

