DaveManuel.com · Institutional Ownership · Who Owns It
FINANCIAL INSTITUTIONS INC (FISI)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
161
Reporting holders
$612.0M
Reported value
79.8%
Of shares outstanding
0.0%
Calls
0.1%
Puts
+10
Holder change
Institutions report 15,733,988 shares against 19,706,360 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| PL Capital Advisors, LLC | $70.8M | 1,816,102 | 19.67% | 19q | HELD |
| BlackRock, Inc. | $65.0M | 1,667,260 | 0.00% | 8q | +12.8%+$7.4M |
| DIMENSIONAL FUND ADVISORS LP | $39.1M | 1,002,481 | 0.01% | 31q | +4.7%+$1.7M |
| VANGUARD CAPITAL MANAGEMENT LLC | $32.8M | 841,166 | 0.00% | 2q | +0.7%+$219.3K |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $32.5M | 834,969 | 0.05% | 7q | -12.0%-$4.4M |
| STATE STREET CORP | $23.3M | 592,493 | 0.00% | 31q | +2.3%+$525.3K |
| ACADIAN ASSET MANAGEMENT LLC | $23.1M | 593,367 | 0.03% | 31q | +7.0%+$1.5M |
| GEODE CAPITAL MANAGEMENT, LLC | $22.9M | 586,724 | 0.00% | 31q | +3.2%+$702.7K |
| Ategra Capital Management, LLC | $22.0M | 564,100 | 9.89% | 23q | HELD |
| TWO SIGMA INVESTMENTS, LP | $17.8M | 457,098 | 0.01% | 26q | +66.4%+$7.1M |
| JPMORGAN CHASE & CO | $15.7M | 404,980 | 0.00% | 31q | +66.7%+$6.3M |
| AMERICAN CENTURY COMPANIES INC | $13.6M | 349,611 | 0.01% | 25q | +298.4%+$10.2M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $10.3M | 263,033 | 0.00% | 2q | +23.5%+$2.0M |
| AQR CAPITAL MANAGEMENT LLC | $9.8M | 251,498 | 0.00% | 12q | +59.2%+$3.6M |
| Hillsdale Investment Management Inc. | $9.7M | 249,200 | 0.22% | 2q | +6.9%+$628.2K |
| RAYMOND JAMES FINANCIAL INC | $9.7M | 248,283 | 0.00% | 2q | -28.9%-$3.9M |
| MORGAN STANLEY | $9.2M | 234,920 | 0.00% | 35q | -9.9%-$1.0M |
| GOLDMAN SACHS GROUP INC | $8.4M | 216,109 | 0.00% | 31q | -11.9%-$1.1M |
| ALLIANCEBERNSTEIN L.P. | $7.8M | 245,258 | 0.00% | 13q | -3.1%-$252.7K |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $7.8M | 199,502 | 0.02% | 31q | -1.4%-$109.1K |
| Qube Research & Technologies Ltd | $7.6M | 193,831 | 0.01% | 2q | +186.5%+$4.9M |
| LSV ASSET MANAGEMENT | $7.0M | 179,800 | 0.01% | 31q | +9.7%+$619.6K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $7.0M | 179,154 | 0.12% | 31q | +4.6%+$304.5K |
| NORTHERN TRUST CORP | $6.9M | 176,215 | 0.00% | 31q | +6.5%+$416.8K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $6.3M | 162,212 | 0.00% | 31q | +1.3%+$79.1K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $6.0M | 154,106 | 0.51% | 19q | -0.6%-$36.6K |
| Palisades Investment Partners, LLC | $5.9M | 150,826 | 1.68% | 9q | +3.0%+$169.7K |
| RENAISSANCE TECHNOLOGIES LLC | $5.3M | 136,904 | 0.01% | 31q | -32.5%-$2.6M |
| VANGUARD FIDUCIARY TRUST CO | $5.1M | 130,123 | 0.00% | 2q | +3.0%+$147.1K |
| BANK OF AMERICA CORP /DE/ | $5.0M | 128,688 | 0.00% | 31q | +7.5%+$350.6K |
| COURIER CAPITAL LLC | $4.6M | 119,133 | 0.23% | 28q | +1.6%+$75.3K |
| Bank of New York Mellon Corp | $4.6M | 117,844 | 0.00% | 31q | +2.3%+$101.3K |
| Empowered Funds, LLC | $4.3M | 109,154 | 0.02% | 2q | +7.7%+$304.5K |
| Curi Capital, LLC | $3.9M | 100,017 | 0.06% | 7q | HELD |
| MALTESE CAPITAL MANAGEMENT LLC | $3.9M | 100,000 | 0.71% | 7q | -14.5%-$661.0K |
| MENDON CAPITAL ADVISORS CORP | $3.9M | 100,000 | 1.38% | 7q | HELD |
| CITADEL ADVISORS LLC | $3.6M incl. $229.9K options PUT | 85,480 | 0.00% | 28q | +646.0%+$3.1M |
| SEGALL BRYANT & HAMILL, LLC | $3.0M | 76,010 | 0.04% | 8q | +75.5%+$1.3M |
| Trexquant Investment LP | $2.9M | 74,811 | 0.02% | 6q | +122.2%+$1.6M |
| Nuveen, LLC | $2.8M | 71,468 | 0.00% | 6q | +25.7%+$569.4K |
| FMR LLC | $2.6M | 65,944 | 0.00% | 31q | -9.1%-$257.7K |
| PRUDENTIAL FINANCIAL INC | $2.6M | 65,739 | 0.00% | 31q | +221.6%+$1.8M |
| WELLINGTON MANAGEMENT GROUP LLP | $2.5M | 62,979 | 0.00% | 7q | -93.0%-$32.6M |
| NEW YORK STATE COMMON RETIREMENT FUND | $2.4M | 62,015 | 0.00% | 31q | +4.4%+$101.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.2M | 57,721 | 0.00% | 31q | -2.0%-$46.1K |
| Russell Investments Group, Ltd. | $2.1M | 52,741 | 0.00% | 18q | +50.7%+$690.9K |
| BAYVIEW ASSET MANAGEMENT, LLC | $1.9M | 50,000 | 0.39% | 9q | HELD |
| Cutler Capital Management, LLC | $1.9M | 49,428 | 0.50% | 29q | HELD |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $1.8M | 46,241 | 0.00% | 7q | HELD |
| MARTINGALE ASSET MANAGEMENT L P | $1.6M | 41,548 | 0.04% | 4q | HELD |
| Connor, Clark & Lunn Investment Management Ltd. | $1.6M | 41,541 | 0.00% | 3q | +3.7%+$58.0K |
| FRANKLIN RESOURCES INC | $1.6M | 40,042 | 0.00% | 20q | +33.0%+$387.1K |
| KENNEDY CAPITAL MANAGEMENT LLC | $1.5M | 38,254 | 0.03% | 7q | -17.5%-$315.4K |
| VICTORY CAPITAL MANAGEMENT INC | $1.5M | 37,800 | 0.00% | 31q | +0.5%+$7.8K |
| Man Group plc | $1.5M | 37,570 | 0.00% | 2q | +25.5%+$297.3K |
| GSA CAPITAL PARTNERS LLP | $1.5M | 37,429 | 0.09% | 4q | +107.6%+$756.2K |
| Thrivent Financial for Lutherans | $1.3M | 33,657 | 0.00% | 31q | -35.5%-$722.7K |
| Campbell & CO Investment Adviser LLC | $1.3M | 32,892 | 0.07% | 4q | +47.6%+$413.4K |
| Invesco Ltd. | $1.2M | 31,793 | 0.00% | 31q | -6.6%-$87.4K |
| SEI INVESTMENTS CO | $1.2M | 30,790 | 0.00% | 8q | -40.2%-$806.3K |
| Vanguard Global Advisers, LLC | $1.0M | 26,068 | 0.00% | 2q | HELD |
| RHUMBLINE ADVISERS | $991.0K | 25,431 | 0.00% | 31q | +1.1%+$10.7K |
| Quantinno Capital Management LP | $929.0K | 23,839 | 0.00% | 4q | +16.3%+$130.1K |
| Creative Planning | $920.9K | 23,631 | 0.00% | 17q | +18.2%+$141.8K |
| MILLENNIUM MANAGEMENT LLC | $911.6K | 23,393 | 0.00% | 7q | +35.7%+$239.8K |
| Informed Momentum Co LLC | $839.6K | 21,546 | 0.07% | 2q | -4.0%-$34.6K |
| XTX Topco Ltd | $807.0K | 20,707 | 0.01% | new | NEW |
| STRS OHIO | $771.6K | 19,800 | 0.00% | 2q | +5.3%+$39.0K |
| AMERIPRISE FINANCIAL INC | $757.3K | 19,427 | 0.00% | 31q | HELD |
| DEUTSCHE BANK AG\ | $749.0K | 19,219 | 0.00% | 34q | +13.2%+$87.2K |
| CITIGROUP INC | $695.5K | 17,847 | 0.00% | 31q | +15.6%+$93.6K |
| BNP PARIBAS FINANCIAL MARKETS | $660.5K | 16,948 | 0.00% | 31q | +2.3%+$15.1K |
| ALPS ADVISORS INC | $645.8K | 16,572 | 0.00% | 2q | +1.2%+$7.9K |
| WELLS FARGO & COMPANY/MN | $643.0K | 16,499 | 0.00% | 31q | +123.1%+$354.8K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $630.7K | 16,185 | 0.01% | 6q | -19.6%-$153.8K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $617.0K | 15,812 | 0.00% | 6q | +3.1%+$18.3K |
| Quadrature Capital Ltd | $589.6K | 15,129 | 0.01% | new | NEW |
| Oppenheimer & Close, LLC | $565.1K | 14,500 | 0.36% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $548.5K | 14,118 | 0.00% | new | NEW |
| BAILARD, INC. | $522.2K | 13,400 | 0.01% | new | NEW |
| UBS Group AG | $507.5K | 13,023 | 0.00% | 19q | -93.6%-$7.4M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $496.5K | 12,741 | 0.00% | new | NEW |
| Graham Capital Management, L.P. | $474.0K | 12,162 | 0.01% | 3q | +3.3%+$14.9K |
| MetLife Investment Management, LLC | $456.1K | 11,705 | 0.00% | 32q | +6.1%+$26.4K |
| PANAGORA ASSET MANAGEMENT INC | $446.1K | 11,447 | 0.00% | new | NEW |
| IEQ CAPITAL, LLC | $434.3K | 11,144 | 0.00% | 2q | +12.3%+$47.5K |
| GREAT LAKES ADVISORS, LLC | $430.3K | 11,043 | 0.00% | 9q | HELD |
| Squarepoint Ops LLC | $428.5K | 10,995 | 0.00% | 2q | +45.6%+$134.1K |
| D. E. Shaw & Co., Inc. | $413.0K | 10,598 | 0.00% | 4q | +46.1%+$130.4K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $353.6K | 9,073 | 0.00% | 9q | -0.9%-$3.1K |
| Rafferty Asset Management, LLC | $344.2K | 8,833 | 0.00% | 5q | -45.4%-$286.2K |
| BARCLAYS PLC | $342.9K | 8,800 | 0.00% | 31q | -28.1%-$134.0K |
| Stonebrook Private Inc. | $341.3K | 8,759 | 0.06% | 8q | +0.9%+$2.9K |
| MERCER GLOBAL ADVISORS INC /ADV | $336.1K | 8,625 | 0.00% | new | NEW |
| STATE OF WISCONSIN INVESTMENT BOARD | $323.8K | 8,310 | 0.00% | new | NEW |
| Engineers Gate Manager LP | $305.4K | 7,836 | 0.00% | new | NEW |
| Sterling Capital Management LLC | $299.6K | 7,687 | 0.01% | 8q | +1086.3%+$274.3K |
| SG Americas Securities, LLC | $293.0K | 7,517 | 0.00% | 3q | +23.2%+$55.2K |
| CARY STREET PARTNERS FINANCIAL LLC | $290.3K | 7,450 | 0.01% | 4q | HELD |
| FIRST TRUST ADVISORS LP | $277.0K | 7,108 | 0.00% | 8q | -1.1%-$3.2K |
Showing the largest 100 of 161 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-08 | 2026-09-08 | Directors or officers departed or appointed | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 29 | $19.0M | 485,996 | 8 | 8 | 2 | 0.0% |
| Q2 2026 | 161 | $612.0M | 15,733,988 | 26 | 72 | 33 | 0.1% |
| Q1 2026 | 151 | $503.1M | 15,858,968 | 22 | 54 | 43 | 0.1% |
| Q4 2025 | 150 | $492.1M | 15,777,573 | 19 | 42 | 55 | 0.0% |
| Q3 2025 | 141 | $454.2M | 16,691,107 | 23 | 52 | 38 | 0.0% |
| Q2 2025 | 129 | $418.3M | 16,283,244 | 10 | 51 | 40 | 0.0% |
| Q1 2025 | 134 | $413.4M | 16,557,591 | 17 | 54 | 38 | 0.0% |
| Q4 2024 | 143 | $420.0M | 15,389,789 | 31 | 45 | 32 | 0.0% |
| Q3 2024 | 121 | $289.0M | 11,973,882 | 22 | 40 | 30 | 0.0% |
| Q2 2024 | 107 | $197.5M | 10,215,017 | 12 | 46 | 24 | 0.0% |
| Q1 2024 | 100 | $198.0M | 10,513,013 | 11 | 27 | 41 | 0.0% |
| Q4 2023 | 100 | $216.6M | 10,166,312 | 3 | 37 | 32 | 0.0% |
| Q3 2023 | 107 | $168.5M | 10,000,867 | 9 | 41 | 37 | 0.1% |
| Q2 2023 | 103 | $162.0M | 10,271,663 | 19 | 40 | 26 | 0.1% |
| Q1 2023 | 104 | $217.6M | 11,265,355 | 7 | 43 | 30 | 0.1% |
| Q4 2022 | 110 | $257.2M | 10,553,066 | 10 | 26 | 42 | 0.0% |
| Q3 2022 | 106 | $7.6B | 316,124,021 | 8 | 34 | 32 | 0.0% |
| Q2 2022 | 111 | $6.2B | 237,538,604 | 7 | 36 | 37 | 0.0% |
| Q1 2022 | 125 | $7.1B | 236,976,263 | 12 | 34 | 43 | 0.0% |
| Q4 2021 | 122 | $7.5B | 235,257,661 | 19 | 36 | 32 | 0.0% |
| Q3 2021 | 110 | $7.3B | 236,535,448 | 10 | 30 | 39 | 0.0% |
| Q2 2021 | 111 | $6.8B | 226,475,245 | 10 | 38 | 38 | 0.0% |
| Q1 2021 | 108 | $6.9B | 226,404,125 | 10 | 34 | 47 | 0.0% |
| Q4 2020 | 105 | $2.0B | 87,180,791 | 10 | 32 | 44 | 0.0% |
| Q3 2020 | 109 | $261.6M | 16,968,534 | 7 | 32 | 47 | 0.0% |
| Q2 2020 | 110 | $326.8M | 17,574,048 | 5 | 41 | 33 | 0.0% |
| Q1 2020 | 120 | $433.5M | 23,902,250 | 8 | 46 | 30 | 0.0% |
| Q4 2019 | 124 | $570.3M | 17,762,651 | 7 | 42 | 42 | 0.0% |
| Q3 2019 | 125 | $543.1M | 17,993,192 | 14 | 50 | 28 | 0.0% |
| Q2 2019 | 122 | $523.7M | 17,970,818 | 10 | 39 | 27 | 0.0% |
| Q1 2019 | 121 | $487.4M | 17,929,042 | 9 | 41 | 34 | 0.0% |
| Q4 2018 | 119 | $1.3B | 52,030,519 | 3 | 0 | 5 | 0.0% |