FINANCIAL INSTITUTIONS INC (FISI) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $468.20M 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 $57.59M in its March 31, 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 $67.23M, representing an estimated gain of +16.75% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 61% 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

146

Total Reported Value

$468.20M

Largest Holder

Pl Capital Advisors, Llc

Largest Position

$57.59M

Insider Transactions (90d)

0

Latest Filing Quarter

Q1 2026

New Institutional Positions

169

Funds Exiting Positions

0

Page 1 of 3
NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Pl Capital Advisors, Llc17.37%1,816,102$57,588,594$67,232,096+$9,643,502+16.75%
Blackrock, Inc.0.00%1,478,072$46,869,650$54,718,225+$7,848,575+16.75%
Dimensional Fund Advisors Lp0.01%957,667$30,366,879$35,452,832+$5,085,953+16.75%
Adage Capital Partners Gp, L.L.C.0.05%948,441$30,075,064$35,111,286+$5,036,222+16.75%
Wellington Management Group Llp0.01%900,493$28,554,633$33,336,251+$4,781,618+16.75%
Vanguard Capital Management Llc0.00%835,538$26,494,910$30,931,617+$4,436,707+16.75%
State Street Corp0.00%579,119$18,525,038$21,438,985+$2,913,947+15.73%
Geode Capital Management, Llc0.00%568,696$18,037,454$21,053,126+$3,015,672+16.72%
Ategra Capital Management, Llc9.96%564,100$17,887,611$20,882,982+$2,995,371+16.75%
Raymond James Financial Inc0.00%349,028$11,067,678$12,921,017+$1,853,339+16.75%
Two Sigma Investments, Lp0.01%274,740$8,712,005$10,170,875+$1,458,870+16.75%
Morgan Stanley0.00%260,727$8,267,706$9,652,114+$1,384,408+16.74%
Alliancebernstein L.P.0.00%253,226$7,893,054$9,374,427+$1,481,373+18.77%
Goldman Sachs Group Inc0.00%245,175$7,774,499$9,076,379+$1,301,880+16.75%
Hillsdale Investment Management Inc.0.20%233,080$7,390,967$8,628,622+$1,237,655+16.75%
Vanguard Portfolio Management Llc0.00%212,927$6,751,915$7,882,558+$1,130,643+16.75%
Proshare Advisors Llc0.01%204,256$6,476,957$7,561,557+$1,084,600+16.75%
Ubs Group Ag0.00%203,036$6,438,272$7,516,393+$1,078,121+16.75%
Renaissance Technologies LLCJim Simons0.01%202,931$6,434,942$7,512,506+$1,077,564+16.75%
Hotchkis & Wiley Capital Management Llc0.02%202,302$6,414,996$7,489,220+$1,074,224+16.75%
Bridgeway Capital Management, Llc0.11%171,340$5,433,191$6,343,007+$909,816+16.75%
Northern Trust Corp0.00%165,519$5,248,608$6,127,513+$878,905+16.75%
Charles Schwab Investment Management Inc0.00%160,181$5,079,340$5,929,901+$850,561+16.75%
Aqr Capital Management Llc0.00%158,010$5,010,498$5,849,530+$839,032+16.75%
Canandaigua National Corp0.44%154,881$4,911,277$5,733,695+$822,418+16.75%
Palisades Investment Partners, Llc1.84%146,504$4,688,020$5,423,578+$735,558+15.69%
Vanguard Fiduciary Trust Co0.00%126,348$4,006,495$4,677,403+$670,908+16.75%
Bank Of America Corp0.00%119,691$3,795,401$4,430,961+$635,560+16.75%
Courier Capital Llc0.21%117,201$3,716,457$4,338,781+$622,324+16.75%
Maltese Capital Management Llc0.73%116,963$3,708,897$4,329,970+$621,073+16.75%
Bank Of New York Mellon Corp0.00%115,244$3,654,379$4,266,333+$611,954+16.75%
Empowered Funds, Llc0.02%101,340$3,213,491$3,751,607+$538,116+16.75%
Curi Capital, Llc0.06%100,017$3,171,539$3,702,629+$531,090+16.75%
Mendon Capital Advisors Corp1.23%100,000$3,171,000$3,702,000+$531,000+16.75%
American Century Companies Inc0.00%87,761$2,782,901$3,248,912+$466,011+16.75%
Fmr Llc0.00%72,558$2,300,813$2,686,097+$385,284+16.75%
Qube Research & Technologies Ltd0.00%67,644$2,144,991$2,504,181+$359,190+16.75%
New York State Common Retirement Fund0.00%59,415$1,884,050$2,199,543+$315,493+16.75%
Commonwealth Equity Services, Llc0.00%58,903$1,867,820$2,180,589+$312,769+16.75%
Nuveen, Llc0.00%56,857$1,802,935$2,104,846+$301,911+16.75%
Verition Fund Management Llc0.02%52,419$1,662,206$1,940,551+$278,345+16.75%
Sei Investments Co0.00%51,480$1,632,440$1,905,790+$273,350+16.74%
Bayview Asset Management, Llc1.32%50,000$1,585,500$1,851,000+$265,500+16.75%
Cutler Capital Management, Llc0.43%49,428$1,567,347$1,829,825+$262,478+16.75%
Kennedy Capital Management Llc0.03%46,348$1,469,695$1,715,803+$246,108+16.75%
Universal- Beteiligungs- Und Servicegesellschaft Mbh0.00%46,176$1,464,241$1,709,436+$245,195+16.75%
Numerai Gp Llc0.14%43,823$1,389,627$1,622,327+$232,700+16.75%
Martingale Asset Management L P0.03%41,548$1,317,488$1,538,107+$220,619+16.75%
Connor, Clark & Lunn Investment Management Ltd.0.00%40,052$1,270,049$1,482,725+$212,676+16.75%
Victory Capital Management Inc0.00%37,600$1,192,296$1,391,952+$199,656+16.75%

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.