HolderBook

FINANCIAL INSTITUTIONS INC (FISI)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

6
Reporting holders
$6.0M
Reported value
0.0%
Calls
0.0%
Puts
-155
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
CANANDAIGUA NATIONAL BANK & TRUST CO$5.8M149,7000.51%20q-2.9%-$171.7K
TOMPKINS FINANCIAL CORP$106.8K2,7390.01%10qHELD
GAMMA Investing LLC$25.4K6510.00%12q+19.2%+$4.1K
Versant Capital Management, Inc$10.7K2740.00%8qHELD
Farther Finance Advisors, LLC$9.2K2370.00%12q-6.7%
GK Wealth Management LLC$3.5K900.00%newNEW

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 →

FiledFormFiler % of class
2026-07-2813G/ABlackRock, Inc.8.3%
2026-07-1413GDimensional Fund Advisors LP5.1%

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-09-082026-09-08Directors or officers departed or appointedfiling

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 20266$6.0M153,6911120.0%
Q2 2026161$645.5M16,583,4872871330.1%
Q1 2026149$504.0M15,885,7022253430.1%
Q4 2025148$492.1M15,777,5331842550.0%
Q3 2025141$454.2M16,691,1072352380.0%
Q2 2025129$418.7M16,299,9441051400.0%
Q1 2025134$413.6M16,565,7871754380.0%
Q4 2024143$420.0M15,389,7893145320.0%
Q3 2024121$289.0M11,973,8822240300.0%
Q2 2024107$197.5M10,215,0171246240.0%
Q1 2024100$198.0M10,513,0131127410.0%
Q4 2023100$216.6M10,166,312337320.0%
Q3 2023107$168.5M10,000,867941370.1%
Q2 2023103$162.0M10,271,6631940260.1%
Q1 2023104$217.6M11,265,355743300.1%
Q4 2022110$257.2M10,553,0661027380.0%
Q3 2022109$254.2M10,578,587835320.0%
Q2 2022113$278.1M10,644,898737370.5%
Q1 2022128$325.0M10,697,2021235450.9%
Q4 2021124$351.7M10,972,7851937320.9%
Q3 2021112$334.2M10,896,9561031390.0%
Q2 2021113$328.0M10,924,6001038390.0%
Q1 2021110$328.8M10,858,2211035470.0%
Q4 2020107$242.9M10,766,6471033440.0%
Q3 2020111$166.9M10,817,028733470.0%
Q2 2020112$212.2M11,419,548541340.0%
Q1 2020121$204.7M11,290,677847290.0%
Q4 2019128$373.6M11,635,561844420.0%
Q3 2019128$344.5M11,410,9381450290.0%
Q2 2019125$331.9M11,388,7741139280.0%
Q1 2019123$308.3M11,340,314943330.0%
Q4 2018121$294.7M11,464,2593050.0%