FINANCIAL INSTITUTIONS INC (FISI) Institutional Shareholders
FINANCIAL INSTITUTIONS INC (FISI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $608.24M in FISI holdings during the latest filing period.
Pl Capital Advisors, Llc is currently the largest disclosed institutional shareholder of FISI tracked by InsiderSet, reporting ownership valued at approximately $70.77M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $73.95M, representing an estimated gain of +4.49% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% of the total disclosed FISI value among the investors covered in this analysis. Major shareholders include Pl Capital Advisors, Llc, Blackrock, Inc., Dimensional Fund Advisors Lp, and several other long-term asset managers with concentrated positions in FINANCIAL INSTITUTIONS INC (FISI).
This page ranks the largest institutional FISI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
155
Total Reported Value
$608.24M
Largest Holder
Pl Capital Advisors, Llc
Largest Position
$70.77M
Insider Transactions (90d)
1
Latest Filing Quarter
Q2 2026
New Institutional Positions
95
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Pl Capital Advisors, Llc | 19.67% | 1,816,102 | $70,773,495 | $73,951,673 | +$3,178,178 | +4.49% | |
| Blackrock, Inc. | 0.00% | 1,667,260 | $64,973,107 | $67,890,827 | +$2,917,720 | +4.49% | |
| Dimensional Fund Advisors Lp | 0.01% | 1,002,481 | $39,066,636 | $40,821,026 | +$1,754,390 | +4.49% | |
| Vanguard Capital Management Llc | 0.00% | 841,166 | $32,780,239 | $34,252,280 | +$1,472,041 | +4.49% | |
| Adage Capital Partners Gp, L.L.C. | 0.05% | 834,969 | $32,538,742 | $33,999,938 | +$1,461,196 | +4.49% | |
| State Street Corp | 0.00% | 592,493 | $23,273,091 | $24,126,315 | +$853,224 | +3.67% | |
| Acadian Asset Management Llc | 0.03% | 593,367 | $23,117,000 | $24,161,904 | +$1,044,904 | +4.52% | |
| Geode Capital Management, Llc | 0.00% | 586,724 | $22,870,028 | $23,891,401 | +$1,021,373 | +4.47% | |
| Ategra Capital Management, Llc | 11.69% | 564,100 | $21,982,977 | $22,970,152 | +$987,175 | +4.49% | |
| Two Sigma Investments, Lp | 0.01% | 457,098 | $17,813,109 | $18,613,031 | +$799,922 | +4.49% | |
| Jpmorgan Chase & Co | 0.00% | 404,980 | $15,725,374 | $16,490,786 | +$765,412 | +4.87% | |
| American Century Companies Inc | 0.01% | 349,611 | $13,624,341 | $14,236,160 | +$611,819 | +4.49% | |
| Vanguard Portfolio Management Llc | 0.00% | 263,033 | $10,250,396 | $10,710,704 | +$460,308 | +4.49% | |
| Aqr Capital Management Llc | 0.00% | 251,498 | $9,800,878 | $10,240,999 | +$440,121 | +4.49% | |
| Hillsdale Investment Management Inc. | 0.22% | 249,200 | $9,711,324 | $10,147,424 | +$436,100 | +4.49% | |
| Raymond James Financial Inc | 0.00% | 248,283 | $9,675,589 | $10,110,084 | +$434,495 | +4.49% | |
| Morgan Stanley | 0.00% | 234,920 | $9,154,873 | $9,565,942 | +$411,069 | +4.49% | |
| Goldman Sachs Group Inc | 0.00% | 216,109 | $8,421,768 | $8,799,958 | +$378,190 | +4.49% | |
| Alliancebernstein L.P. | 0.00% | 245,258 | $7,777,131 | $9,986,906 | +$2,209,775 | +28.41% | |
| Hotchkis & Wiley Capital Management Llc | 0.02% | 199,502 | $7,774,593 | $8,123,721 | +$349,128 | +4.49% | |
| Qube Research & Technologies Ltd | 0.01% | 193,831 | $7,553,594 | $7,892,798 | +$339,204 | +4.49% | |
| Lsv Asset Management | 0.01% | 179,800 | $7,007,000 | $7,321,456 | +$314,456 | +4.49% | |
| Bridgeway Capital Management, Llc | 0.12% | 179,154 | $6,981,631 | $7,295,151 | +$313,520 | +4.49% | |
| Northern Trust Corp | 0.00% | 176,215 | $6,867,098 | $7,175,475 | +$308,377 | +4.49% | |
| Charles Schwab Investment Management Inc | 0.00% | 162,212 | $6,321,402 | $6,605,273 | +$283,871 | +4.49% | |
| Palisades Investment Partners, Llc | 1.68% | 150,826 | $5,921,388 | $6,141,635 | +$220,247 | +3.72% | |
| Renaissance Technologies LLC | Jim Simons | 0.01% | 136,904 | $5,335,149 | $5,574,731 | +$239,582 | +4.49% |
| Vanguard Fiduciary Trust Co | 0.00% | 130,123 | $5,070,893 | $5,298,609 | +$227,716 | +4.49% | |
| Bank Of America Corp | 0.00% | 128,688 | $5,014,971 | $5,240,175 | +$225,204 | +4.49% | |
| Canandaigua National Corp | 0.44% | 154,881 | $4,911,277 | $6,306,754 | +$1,395,477 | +28.41% | |
| Courier Capital Llc | 0.23% | 119,133 | $4,642,632 | $4,851,096 | +$208,464 | +4.49% | |
| Bank Of New York Mellon Corp | 0.00% | 117,844 | $4,592,370 | $4,798,608 | +$206,238 | +4.49% | |
| Empowered Funds, Llc | 0.02% | 109,154 | $4,253,731 | $4,444,751 | +$191,020 | +4.49% | |
| Curi Capital, Llc | 0.06% | 100,017 | $3,897,639 | $4,072,692 | +$175,053 | +4.49% | |
| Maltese Capital Management Llc | 0.71% | 100,000 | $3,897,000 | $4,072,000 | +$175,000 | +4.49% | |
| Mendon Capital Advisors Corp | 1.38% | 100,000 | $3,897,000 | $4,072,000 | +$175,000 | +4.49% | |
| Citadel Advisors Llc | 0.00% | 85,480 | $3,331,156 | $3,480,746 | +$149,590 | +4.49% | |
| Segall Bryant & Hamill, Llc | 0.04% | 76,010 | $2,962,110 | $3,095,127 | +$133,017 | +4.49% | |
| Trexquant Investment Lp | 0.02% | 74,811 | $2,915,385 | $3,046,304 | +$130,919 | +4.49% | |
| Nuveen, Llc | 0.00% | 71,468 | $2,785,109 | $2,910,177 | +$125,068 | +4.49% | |
| Fmr Llc | 0.00% | 65,944 | $2,569,837 | $2,685,240 | +$115,403 | +4.49% | |
| Prudential Financial Inc | 0.00% | 65,739 | $2,561,849 | $2,676,892 | +$115,043 | +4.49% | |
| Wellington Management Group Llp | 0.00% | 62,979 | $2,454,292 | $2,564,505 | +$110,213 | +4.49% | |
| New York State Common Retirement Fund | 0.00% | 62,015 | $2,416,725 | $2,525,251 | +$108,526 | +4.49% | |
| Commonwealth Equity Services, Llc | 0.00% | 57,721 | $2,249,410 | $2,350,399 | +$100,989 | +4.49% | |
| Russell Investments Group, Ltd. | 0.00% | 52,741 | $2,054,524 | $2,147,614 | +$93,090 | +4.53% | |
| Bayview Asset Management, Llc | 1.46% | 50,000 | $1,948,500 | $2,036,000 | +$87,500 | +4.49% | |
| Cutler Capital Management, Llc | 0.50% | 49,428 | $1,926,191 | $2,012,708 | +$86,517 | +4.49% | |
| Universal- Beteiligungs- Und Servicegesellschaft Mbh | 0.00% | 46,241 | $1,802,012 | $1,882,934 | +$80,922 | +4.49% | |
| Martingale Asset Management L P | 0.04% | 41,548 | $1,619,126 | $1,691,835 | +$72,709 | +4.49% |
Frequently asked questions about FISI
Who owns the most FISI stock?
The largest holders of FISI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FINANCIAL INSTITUTIONS INC (FISI).
Is FISI widely held by superinvestors?
Many widely followed stocks like FISI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FISI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.