FINANCIAL INSTITUTIONS INC FISI
CIK 0000862831 · CUSIP 317585404
Quarter-end disclosures, not live holdings.
Top 20 institutions
Weight means this stock's share of the manager's own portfolio.
| # | Manager | Value | Manager weight | Change vs prior | Source | |
|---|---|---|---|---|---|---|
| 01 | BlackRock Inc. CIK 1364742 · View history | $26.99M 1,397,240 shares | 0.00% | +85.59K(+6.50%)Added | SEC filing ↗ Aug 13, 2024 | ▾ |
| 02 | DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history | $18.70M 968,175 shares | 0.00% | -55.16K(-5.40%)Reduced | SEC filing ↗ Aug 9, 2024 | ▾ |
| 03 | VANGUARD GROUP INC CIK 102909 · View history | $15.55M 804,754 shares | 0.00% | +19.83K(+2.50%)Added | SEC filing ↗ Aug 13, 2024 | ▾ |
| 04 | Ategra Capital Management, LLC CIK 1741369 · View history | $11.05M 572,075 shares | 9.47% | +14.77K(+2.70%)Added | SEC filing ↗ Feb 14, 2025 | ▾ |
| 05 | COMMONWEALTH EQUITY SERVICES, LLC CIK 312272 · View history | $8.76M 453,201 shares | 0.01% | -551(-0.10%)Reduced | SEC filing ↗ Jul 31, 2024 | ▾ |
| 06 | PL Capital Advisors, LLC CIK 1569147 · View history | $6.74M 348,751 shares | 2.80% | +47.47K(+15.80%)Added | SEC filing ↗ Jul 17, 2024 | ▾ |
| 07 | GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history | $6.72M 347,640 shares | 0.00% | +13.34K(+4.00%)Added | SEC filing ↗ Aug 9, 2024 | ▾ |
| 08 | LSV ASSET MANAGEMENT CIK 1050470 · View history | $6.67M 344,957 shares | 0.01% | 0(0.00%)Unchanged | SEC filing ↗ Aug 6, 2024 | ▾ |
| 09 | COURIER CAPITAL LLC CIK 1015247 · View history | $6.61M 342,175 shares | 0.53% | +3.49K(+1.00%)Added | SEC filing ↗ Jul 23, 2024 | ▾ |
| 10 | RENAISSANCE TECHNOLOGIES LLC CIK 1037389 · View history | $6.42M 332,500 shares | 0.01% | +27.40K(+9.00%)Added | SEC filing ↗ Aug 9, 2024 | ▾ |
| 11 | ACADIAN ASSET MANAGEMENT LLC CIK 916542 · View history | $6.26M 324,263 shares | 0.02% | +25.86K(+8.70%)Added | SEC filing ↗ Aug 6, 2024 | ▾ |
| 12 | CANANDAIGUA NATIONAL BANK & TRUST CO CIK 1074266 · View history | $5.71M 295,452 shares | 0.62% | -5.22K(-1.70%)Reduced | SEC filing ↗ Jul 11, 2024 | ▾ |
| 13 | STATE STREET CORP CIK 93751 · View history | $5.22M 266,312 shares | 0.00% | -2.88K(-1.10%)Reduced | SEC filing ↗ Aug 14, 2024 | ▾ |
| 14 | AMERICAN CENTURY COMPANIES INC CIK 748054 · View history | $5.17M 267,576 shares | 0.00% | +25.44K(+10.50%)Added | SEC filing ↗ Aug 7, 2024 | ▾ |
| 15 | MORGAN STANLEY CIK 895421 · Amended · View history | $4.69M 242,585 shares | 0.00% | +26.09K(+12.00%)Added | SEC filing ↗ May 14, 2025 | ▾ |
| 16 | PRUDENTIAL FINANCIAL INC CIK 1137774 · View history | $3.94M 203,848 shares | 0.01% | -1.00K(-0.50%)Reduced | SEC filing ↗ Aug 13, 2024 | ▾ |
| 17 | NORTHERN TRUST CORP CIK 73124 · View history | $3.73M 192,980 shares | 0.00% | -7.75K(-3.90%)Reduced | SEC filing ↗ Aug 14, 2024 | ▾ |
| 18 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 1164833 · View history | $3.18M 164,608 shares | 0.01% | +9.80K(+6.30%)Added | SEC filing ↗ Aug 14, 2024 | ▾ |
| 19 | Bank of New York Mellon Corp CIK 1390777 · View history | $3.00M 155,257 shares | 0.00% | +2.65K(+1.70%)Added | SEC filing ↗ Jul 25, 2024 | ▾ |
| 20 | BRIDGEWAY CAPITAL MANAGEMENT, LLC CIK 1107261 · View history | $2.57M 133,100 shares | 0.06% | +24.50K(+22.60%)Added | SEC filing ↗ Aug 14, 2024 | ▾ |
Showing 20 / 107 institutions. The complete set is available through the API.
Coverage & totals by quarter
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.
Explore all 107 reporting institutions.
This page includes 20 of 107 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.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
+ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 20 of 107 reporting institutions; totals use the complete disclosed data.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.
MCP https://api.akkrudata.ai/mcp
akkru_institutional_holdings
{"action":"holders","cusip":"317585404","quarter":"2024Q2","type":"positions","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP / CLI documentation
- /documents
- llms.txt
- /llms.txt
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.