FINANCIAL INSTITUTIONS INC (FISI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
151
Reporting holders
$584.6M
Reported value
76.3%
Of shares outstanding
0.1%
Held as options
+10
Holder change
Institutions report 15,029,404 shares against 19,706,360 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| PL Capital Advisors, LLC | $70.8M | 1,816,102 | 19.67% | 19q | HELD |
| BlackRock, Inc. | $65.0M | 1,667,260 | 0.00% | 8q | +12.8%+$7.4M |
| DIMENSIONAL FUND ADVISORS LP | $39.1M | 1,002,481 | 0.01% | 31q | +4.7%+$1.7M |
| VANGUARD CAPITAL MANAGEMENT LLC | $32.8M | 841,166 | 0.00% | 2q | +0.7%+$219.3K |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $32.5M | 834,969 | 0.05% | 7q | -12.0%-$4.4M |
| STATE STREET CORP | $23.3M | 592,493 | 0.00% | 31q | +2.3%+$525.3K |
| GEODE CAPITAL MANAGEMENT, LLC | $22.9M | 586,724 | 0.00% | 31q | +3.2%+$702.7K |
| Ategra Capital Management, LLC | $22.0M | 564,100 | 9.89% | 23q | HELD |
| TWO SIGMA INVESTMENTS, LP | $17.8M | 457,098 | 0.01% | 26q | +66.4%+$7.1M |
| JPMORGAN CHASE & CO | $15.7M | 404,980 | 0.00% | 31q | +66.7%+$6.3M |
| AMERICAN CENTURY COMPANIES INC | $13.6M | 349,611 | 0.01% | 25q | +298.4%+$10.2M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $10.3M | 263,033 | 0.00% | 2q | +23.5%+$2.0M |
| AQR CAPITAL MANAGEMENT LLC | $9.8M | 251,498 | 0.00% | 12q | +59.2%+$3.6M |
| Hillsdale Investment Management Inc. | $9.7M | 249,200 | 0.22% | 2q | +6.9%+$628.2K |
| RAYMOND JAMES FINANCIAL INC | $9.7M | 248,283 | 0.00% | 2q | -28.9%-$3.9M |
| MORGAN STANLEY | $9.2M | 234,920 | 0.00% | 35q | -9.9%-$1.0M |
| GOLDMAN SACHS GROUP INC | $8.4M | 216,109 | 0.00% | 31q | -11.9%-$1.1M |
| ALLIANCEBERNSTEIN L.P. | $7.8M | 245,258 | 0.00% | 13q | -3.1%-$252.7K |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $7.8M | 199,502 | 0.02% | 31q | -1.4%-$109.1K |
| Qube Research & Technologies Ltd | $7.6M | 193,831 | 0.01% | 2q | +186.5%+$4.9M |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $7.0M | 179,154 | 0.12% | 31q | +4.6%+$304.5K |
| NORTHERN TRUST CORP | $6.9M | 176,215 | 0.00% | 31q | +6.5%+$416.8K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $6.3M | 162,212 | 0.00% | 31q | +1.3%+$79.1K |
| Sixth Street Partners Management Company, L.P. | $6.3M | 162,212 | 0.00% | new | NEW |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $6.0M | 154,106 | 0.51% | 19q | -0.6%-$36.6K |
| Palisades Investment Partners, LLC | $5.9M | 150,826 | 1.68% | 9q | +3.0%+$169.7K |
| RENAISSANCE TECHNOLOGIES LLC | $5.3M | 136,904 | 0.01% | 31q | -32.5%-$2.6M |
| VANGUARD FIDUCIARY TRUST CO | $5.1M | 130,123 | 0.00% | 2q | +3.0%+$147.1K |
| BANK OF AMERICA CORP /DE/ | $5.0M | 128,688 | 0.00% | 31q | +7.5%+$350.6K |
| COURIER CAPITAL LLC | $4.6M | 119,133 | 0.23% | 28q | +1.6%+$75.3K |
| Bank of New York Mellon Corp | $4.6M | 117,844 | 0.00% | 31q | +2.3%+$101.3K |
| Empowered Funds, LLC | $4.3M | 109,154 | 0.02% | 2q | +7.7%+$304.5K |
| Curi Capital, LLC | $3.9M | 100,017 | 0.06% | 7q | HELD |
| MALTESE CAPITAL MANAGEMENT LLC | $3.9M | 100,000 | 0.71% | 7q | -14.5%-$661.0K |
| MENDON CAPITAL ADVISORS CORP | $3.9M | 100,000 | 1.38% | 7q | HELD |
| CITADEL ADVISORS LLC | $3.6M | 85,480 | 0.00% | 28q | +646.0%+$3.1M |
| SEGALL BRYANT & HAMILL, LLC | $3.0M | 76,010 | 0.04% | 8q | +75.5%+$1.3M |
| Trexquant Investment LP | $2.9M | 74,811 | 0.02% | 6q | +122.2%+$1.6M |
| Nuveen, LLC | $2.8M | 71,468 | 0.00% | 6q | +25.7%+$569.4K |
| FMR LLC | $2.6M | 65,944 | 0.00% | 31q | -9.1%-$257.7K |
| PRUDENTIAL FINANCIAL INC | $2.6M | 65,739 | 0.00% | 31q | +221.6%+$1.8M |
| WELLINGTON MANAGEMENT GROUP LLP | $2.5M | 62,979 | 0.00% | 7q | -93.0%-$32.6M |
| NEW YORK STATE COMMON RETIREMENT FUND | $2.4M | 62,015 | 0.00% | 31q | +4.4%+$101.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.2M | 57,721 | 0.00% | 31q | -2.0%-$46.1K |
| Russell Investments Group, Ltd. | $2.1M | 52,741 | 0.00% | 18q | +50.7%+$690.9K |
| BAYVIEW ASSET MANAGEMENT, LLC | $1.9M | 50,000 | 0.39% | 9q | HELD |
| Cutler Capital Management, LLC | $1.9M | 49,428 | 0.50% | 29q | HELD |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $1.8M | 46,241 | 0.00% | 7q | HELD |
| MARTINGALE ASSET MANAGEMENT L P | $1.6M | 41,548 | 0.04% | 4q | HELD |
| Connor, Clark & Lunn Investment Management Ltd. | $1.6M | 41,541 | 0.00% | 3q | +3.7%+$58.0K |
| FRANKLIN RESOURCES INC | $1.6M | 40,042 | 0.00% | 20q | +33.0%+$387.1K |
| KENNEDY CAPITAL MANAGEMENT LLC | $1.5M | 38,254 | 0.03% | 7q | -17.5%-$315.4K |
| VICTORY CAPITAL MANAGEMENT INC | $1.5M | 37,800 | 0.00% | 31q | +0.5%+$7.8K |
| Man Group plc | $1.5M | 37,570 | 0.00% | 2q | +25.5%+$297.3K |
| Campbell & CO Investment Adviser LLC | $1.3M | 32,892 | 0.07% | 4q | +47.6%+$413.4K |
| Invesco Ltd. | $1.2M | 31,793 | 0.00% | 31q | -6.6%-$87.4K |
| SEI INVESTMENTS CO | $1.2M | 30,790 | 0.00% | 8q | -40.2%-$806.3K |
| Vanguard Global Advisers, LLC | $1.0M | 26,068 | 0.00% | 2q | HELD |
| RHUMBLINE ADVISERS | $991.0K | 25,431 | 0.00% | 31q | +1.1%+$10.7K |
| Quantinno Capital Management LP | $929.0K | 23,839 | 0.00% | 4q | +16.3%+$130.1K |
| Creative Planning | $920.9K | 23,631 | 0.00% | 17q | +18.2%+$141.8K |
| MILLENNIUM MANAGEMENT LLC | $911.6K | 23,393 | 0.00% | 7q | +35.7%+$239.8K |
| Informed Momentum Co LLC | $839.6K | 21,546 | 0.07% | 2q | -4.0%-$34.6K |
| XTX Topco Ltd | $807.0K | 20,707 | 0.01% | new | NEW |
| STRS OHIO | $771.6K | 19,800 | 0.00% | 2q | +5.3%+$39.0K |
| AMERIPRISE FINANCIAL INC | $757.3K | 19,427 | 0.00% | 31q | -50.0%-$757.3K |
| DEUTSCHE BANK AG\ | $749.0K | 19,219 | 0.00% | 34q | +13.2%+$87.2K |
| CITIGROUP INC | $695.5K | 17,847 | 0.00% | 31q | +15.6%+$93.6K |
| MERCER GLOBAL ADVISORS INC /ADV | $672.2K | 17,250 | 0.00% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $660.5K | 16,948 | 0.00% | 31q | +2.3%+$15.1K |
| ALPS ADVISORS INC | $645.8K | 16,572 | 0.00% | 2q | +1.2%+$7.9K |
| WELLS FARGO & COMPANY/MN | $643.0K | 16,499 | 0.00% | 31q | +11.6%+$66.6K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $630.7K | 16,185 | 0.01% | 6q | -19.6%-$153.8K |
| Quadrature Capital Ltd | $589.6K | 15,129 | 0.01% | new | NEW |
| Oppenheimer & Close, LLC | $565.1K | 14,500 | 0.36% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $548.5K | 14,118 | 0.00% | new | NEW |
| BAILARD, INC. | $522.2K | 13,400 | 0.01% | new | NEW |
| UBS Group AG | $507.5K | 13,023 | 0.00% | 19q | -93.6%-$7.4M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $496.5K | 12,741 | 0.00% | new | NEW |
| Graham Capital Management, L.P. | $474.0K | 12,162 | 0.01% | 3q | +3.3%+$14.9K |
| MetLife Investment Management, LLC | $456.1K | 11,705 | 0.00% | 32q | +6.1%+$26.4K |
| PANAGORA ASSET MANAGEMENT INC | $446.1K | 11,447 | 0.00% | new | NEW |
| IEQ CAPITAL, LLC | $434.3K | 11,144 | 0.00% | 2q | +12.3%+$47.5K |
| GREAT LAKES ADVISORS, LLC | $430.3K | 11,043 | 0.00% | 9q | HELD |
| Squarepoint Ops LLC | $428.5K | 10,995 | 0.00% | 2q | +45.6%+$134.1K |
| D. E. Shaw & Co., Inc. | $413.0K | 10,598 | 0.00% | 4q | +46.1%+$130.4K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $353.6K | 9,073 | 0.00% | 9q | -0.9%-$3.1K |
| Rafferty Asset Management, LLC | $344.2K | 8,833 | 0.00% | 5q | -45.4%-$286.2K |
| BARCLAYS PLC | $342.9K | 8,800 | 0.00% | 31q | -28.1%-$134.0K |
| Stonebrook Private Inc. | $341.3K | 8,759 | 0.06% | 8q | +0.9%+$2.9K |
| STATE OF WISCONSIN INVESTMENT BOARD | $323.8K | 8,310 | 0.00% | new | NEW |
| Engineers Gate Manager LP | $305.4K | 7,836 | 0.00% | new | NEW |
| Sterling Capital Management LLC | $299.6K | 7,687 | 0.01% | 8q | +1086.3%+$274.3K |
| CARY STREET PARTNERS FINANCIAL LLC | $290.3K | 7,450 | 0.01% | 4q | HELD |
| FIRST TRUST ADVISORS LP | $277.0K | 7,108 | 0.00% | 8q | -1.1%-$3.2K |
| BANK OF NOVA SCOTIA | $257.2K | 6,600 | 0.00% | new | NEW |
| Mariner, LLC | $255.4K | 6,554 | 0.00% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $237.7K | options only | 0.00% | 2q | OPTIONS |
| Police & Firemen's Retirement System of New Jersey | $233.8K | 6,000 | 0.00% | 7q | +23.9%+$45.2K |
| INTECH INVESTMENT MANAGEMENT LLC | $225.2K | 5,780 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-28 | 13G/A | BlackRock, Inc. | 8.3% |
| 2026-07-14 | 13G | Dimensional Fund Advisors LP | 5.1% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 151 | $584.6M | 15,029,404 | 27 | 66 | 31 | 0.1% |
| Q1 2026 | 141 | $478.2M | 15,073,820 | 22 | 50 | 40 | 0.1% |
| Q4 2025 | 136 | $470.0M | 15,069,897 | 16 | 38 | 52 | 0.0% |
| Q3 2025 | 130 | $430.5M | 15,818,420 | 22 | 48 | 36 | 0.0% |
| Q2 2025 | 118 | $394.0M | 15,337,629 | 10 | 46 | 36 | 0.0% |
| Q1 2025 | 121 | $385.5M | 15,441,398 | 16 | 50 | 32 | 0.0% |
| Q4 2024 | 128 | $385.8M | 14,136,278 | 30 | 39 | 27 | 0.0% |
| Q3 2024 | 107 | $257.2M | 10,721,684 | 20 | 34 | 28 | 0.0% |
| Q2 2024 | 94 | $171.6M | 8,871,902 | 11 | 41 | 22 | 0.0% |
| Q1 2024 | 84 | $166.6M | 8,843,044 | 9 | 22 | 34 | 0.0% |
| Q4 2023 | 83 | $179.0M | 8,400,769 | 3 | 33 | 25 | 0.0% |
| Q3 2023 | 89 | $137.4M | 8,152,770 | 8 | 36 | 30 | 0.1% |
| Q2 2023 | 85 | $133.2M | 8,449,679 | 15 | 35 | 20 | 0.0% |
| Q1 2023 | 81 | $176.5M | 9,141,037 | 4 | 36 | 22 | 0.1% |
| Q4 2022 | 84 | $159.7M | 6,549,698 | 9 | 20 | 28 | 0.0% |
| Q3 2022 | 109 | $254.2M | 10,578,587 | 8 | 35 | 32 | 0.0% |
| Q2 2022 | 113 | $278.1M | 10,644,898 | 7 | 37 | 37 | 0.5% |
| Q1 2022 | 128 | $325.0M | 10,697,202 | 12 | 35 | 45 | 0.9% |
| Q4 2021 | 124 | $351.7M | 10,972,785 | 19 | 37 | 32 | 0.9% |
| Q3 2021 | 112 | $334.2M | 10,896,956 | 10 | 31 | 39 | 0.0% |
| Q2 2021 | 113 | $328.0M | 10,924,600 | 10 | 38 | 39 | 0.0% |
| Q1 2021 | 110 | $328.8M | 10,858,221 | 10 | 35 | 47 | 0.0% |
| Q4 2020 | 107 | $242.9M | 10,766,647 | 10 | 33 | 44 | 0.0% |
| Q3 2020 | 111 | $166.9M | 10,817,028 | 7 | 33 | 47 | 0.0% |
| Q2 2020 | 112 | $212.2M | 11,419,548 | 5 | 41 | 34 | 0.0% |
| Q1 2020 | 121 | $204.7M | 11,290,677 | 8 | 47 | 29 | 0.0% |
| Q4 2019 | 128 | $373.6M | 11,635,561 | 8 | 44 | 42 | 0.0% |
| Q3 2019 | 128 | $344.5M | 11,410,938 | 14 | 50 | 29 | 0.0% |
| Q2 2019 | 125 | $331.9M | 11,388,774 | 11 | 39 | 28 | 0.0% |
| Q1 2019 | 123 | $308.3M | 11,340,314 | 9 | 43 | 33 | 0.0% |
| Q4 2018 | 121 | $294.7M | 11,464,259 | 3 | 0 | 5 | 0.0% |