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 122 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 2012383 · View history	$35.20M 1,382,183 shares	0.00%	—	SEC filing ↗ Nov 13, 2024	▾
02	PL Capital Advisors, LLC CIK 1569147 · View history	$29.07M 1,771,516 shares	10.35%	+1.42M(+408.00%)Added	SEC filing ↗ Oct 29, 2024	▾
03	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$24.37M 956,926 shares	0.01%	-11.25K(-1.20%)Reduced	SEC filing ↗ Nov 7, 2024	▾
04	VANGUARD GROUP INC CIK 102909 · View history	$20.85M 818,673 shares	0.00%	+13.92K(+1.70%)Added	SEC filing ↗ Nov 13, 2024	▾
05	Ategra Capital Management, LLC CIK 1741369 · View history	$14.57M 572,075 shares	10.60%	0(0.00%)Unchanged	SEC filing ↗ Nov 13, 2024	▾
06	COMMONWEALTH EQUITY SERVICES, LLC CIK 312272 · View history	$11.55M 453,352 shares	0.02%	+151(0.00%)Added	SEC filing ↗ Oct 18, 2024	▾
07	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$9.04M 354,685 shares	0.00%	+7.04K(+2.00%)Added	SEC filing ↗ Nov 12, 2024	▾
08	COURIER CAPITAL LLC CIK 1015247 · View history	$8.92M 350,239 shares	0.61%	+8.06K(+2.40%)Added	SEC filing ↗ Oct 22, 2024	▾
09	LSV ASSET MANAGEMENT CIK 1050470 · View history	$8.79M 344,957 shares	0.02%	0(0.00%)Unchanged	SEC filing ↗ Nov 12, 2024	▾
10	ACADIAN ASSET MANAGEMENT LLC CIK 916542 · View history	$8.68M 340,707 shares	0.03%	+16.44K(+5.10%)Added	SEC filing ↗ Nov 12, 2024	▾
11	AMERICAN CENTURY COMPANIES INC CIK 748054 · View history	$7.84M 307,683 shares	0.00%	+40.11K(+15.00%)Added	SEC filing ↗ Nov 12, 2024	▾
12	RENAISSANCE TECHNOLOGIES LLC CIK 1037389 · View history	$7.48M 293,500 shares	0.01%	-39.00K(-11.70%)Reduced	SEC filing ↗ Nov 13, 2024	▾
13	CANANDAIGUA NATIONAL BANK & TRUST CO CIK 1074266 · View history	$7.38M 289,860 shares	0.70%	-5.59K(-1.90%)Reduced	SEC filing ↗ Oct 3, 2024	▾
14	STATE STREET CORP CIK 93751 · View history	$7.31M 283,707 shares	0.00%	+17.39K(+6.50%)Added	SEC filing ↗ Nov 14, 2024	▾
15	MORGAN STANLEY CIK 895421 · Amended · View history	$6.44M 252,853 shares	0.00%	+10.27K(+4.20%)Added	SEC filing ↗ May 14, 2025	▾
16	NORTHERN TRUST CORP CIK 73124 · View history	$4.82M 189,224 shares	0.00%	-3.76K(-1.90%)Reduced	SEC filing ↗ Nov 13, 2024	▾
17	ZACKS INVESTMENT MANAGEMENT CIK 1086483 · View history	$4.71M 184,767 shares	0.04%	+184.77KNew	SEC filing ↗ Nov 14, 2024	▾
18	PRUDENTIAL FINANCIAL INC CIK 1137774 · View history	$4.66M 183,048 shares	0.01%	-20.80K(-10.20%)Reduced	SEC filing ↗ Nov 14, 2024	▾
19	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 1164833 · View history	$3.69M 145,058 shares	0.01%	-19.55K(-11.90%)Reduced	SEC filing ↗ Nov 14, 2024	▾
20	Bank of New York Mellon Corp CIK 1390777 · View history	$3.64M 142,814 shares	0.00%	-12.44K(-8.00%)Reduced	SEC filing ↗ Nov 12, 2024	▾

Showing 20 / 122 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

122

Cancelled or null records excluded

Disclosed shares

11,955,774

Not deduplicated across managers

Disclosed value

$288.46M

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 · Q3 2024

Explore all 122 reporting institutions.

This page includes 20 of 122 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.