Company · Ownership research

FINANCIAL INSTITUTIONS INC FISI

CIK 0000862831 · CUSIP 317585404

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

Several CUSIPs are reported for this company; this page shows CUSIP 317585404 (FISI), not CUSIP 317585954 (FISI), CUSIP 317585904 (FISI), and does not merge CUSIPs.

This page lists the top 20 of 101 rows by value; the complete set is available through the API.

Some filings reported values in thousands; those figures were scaled ×1,000 to dollars.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	BlackRock Inc. CIK 1364742 · View history	$24.69M 1,311,645 shares	0.00%	-67.73K(-4.90%)Reduced	SEC filing ↗ May 10, 2024	▾
02	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$19.26M 1,023,334 shares	0.01%	-3.85K(-0.40%)Reduced	SEC filing ↗ May 10, 2024	▾
03	VANGUARD GROUP INC CIK 102909 · View history	$14.77M 784,928 shares	0.00%	+16.46K(+2.10%)Added	SEC filing ↗ May 10, 2024	▾
04	Ategra Capital Management, LLC CIK 1741369 · View history	$10.49M 557,301 shares	4.82%	+16.27K(+3.00%)Added	SEC filing ↗ Feb 14, 2025	▾
05	COMMONWEALTH EQUITY SERVICES, LLC CIK 312272 · View history	$8.54M 453,752 shares	0.01%	-119.58K(-20.90%)Reduced	SEC filing ↗ Apr 29, 2024	▾
06	LSV ASSET MANAGEMENT CIK 1050470 · View history	$6.49M 344,957 shares	0.01%	0(0.00%)Unchanged	SEC filing ↗ May 6, 2024	▾
07	COURIER CAPITAL LLC CIK 1015247 · View history	$6.37M 338,686 shares	0.46%	+121.23K(+55.80%)Added	SEC filing ↗ Apr 16, 2024	▾
08	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$6.29M 334,297 shares	0.00%	+8.94K(+2.70%)Added	SEC filing ↗ May 13, 2024	▾
09	RENAISSANCE TECHNOLOGIES LLC CIK 1037389 · View history	$5.74M 305,100 shares	0.01%	-48.30K(-13.70%)Reduced	SEC filing ↗ May 13, 2024	▾
10	PL Capital Advisors, LLC CIK 1569147 · View history	$5.67M 301,281 shares	2.16%	+112.48K(+59.60%)Added	SEC filing ↗ May 1, 2024	▾
11	CANANDAIGUA NATIONAL BANK & TRUST CO CIK 1074266 · View history	$5.66M 300,672 shares	0.83%	-6.91K(-2.20%)Reduced	SEC filing ↗ Apr 1, 2024	▾
12	ACADIAN ASSET MANAGEMENT LLC CIK 916542 · View history	$5.62M 298,398 shares	0.02%	+64.68K(+27.70%)Added	SEC filing ↗ May 10, 2024	▾
13	STATE STREET CORP CIK 93751 · View history	$5.14M 269,197 shares	0.00%	-7.89K(-2.80%)Reduced	SEC filing ↗ May 15, 2024	▾
14	AMERICAN CENTURY COMPANIES INC CIK 748054 · View history	$4.56M 242,137 shares	0.00%	+33.10K(+15.80%)Added	SEC filing ↗ May 14, 2024	▾
15	MORGAN STANLEY CIK 895421 · Amended · View history	$4.07M 216,498 shares	0.00%	+25.61K(+13.40%)Added	SEC filing ↗ Oct 17, 2024	▾
16	BASSWOOD CAPITAL MANAGEMENT, L.L.C. CIK 1085393 · View history	$3.97M 211,112 shares	0.23%	+211.11KNew	SEC filing ↗ May 15, 2024	▾
17	PRUDENTIAL FINANCIAL INC CIK 1137774 · View history	$3.86M 204,848 shares	0.01%	-10.90K(-5.10%)Reduced	SEC filing ↗ May 14, 2024	▾
18	NORTHERN TRUST CORP CIK 73124 · View history	$3.78M 200,727 shares	0.00%	-14.09K(-6.60%)Reduced	SEC filing ↗ May 14, 2024	▾
19	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 1164833 · View history	$2.91M 154,808 shares	0.01%	-6.40K(-4.00%)Reduced	SEC filing ↗ May 14, 2024	▾
20	Bank of New York Mellon Corp CIK 1390777 · View history	$2.87M 152,604 shares	0.00%	-3.43K(-2.20%)Reduced	SEC filing ↗ Apr 25, 2024	▾

Showing 20 / 101 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

101

Cancelled or null records excluded

Disclosed shares

9,929,083

Not deduplicated across managers

Disclosed value

$186.94M

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

FINANCIAL INSTITUTIONS INC · Q1 2024

Explore all 101 reporting institutions.

This page includes 20 of 101 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

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Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.