Financial Institutions Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| PL CAPITAL ADVISORS, LLC | 05/07/2026 | 1.82 M | $57.59 M | 0.74% | 9.25% |
| BLACKROCK, INC. | 05/13/2026 | 1.48 M | $46.87 M | 1.13% | 7.53% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 957.67 K | $30.37 M | 0.18% | 4.88% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 05/15/2026 | 948.44 K | $30.08 M | -2.43% | 4.83% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 900.49 K | $28.55 M | -14.18% | 4.58% |
| VANGUARD CAPITAL MANAGEMENT LLC | 05/15/2026 | 835.54 K | $26.49 M | 100.00% | 4.25% |
| STATE STREET CORP | 05/15/2026 | 579.12 K | $18.53 M | 14.14% | 2.95% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 568.70 K | $18.04 M | 17.95% | 2.90% |
| ATEGRA CAPITAL MANAGEMENT, LLC | 05/15/2026 | 564.10 K | $17.89 M | -1.39% | 2.87% |
| ACADIAN ASSET MANAGEMENT LLC | 05/13/2026 | 554.60 K | $17.58 M | 30.18% | 2.82% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 349.03 K | $11.07 M | 100.00% | 1.78% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 274.74 K | $8.71 M | 68.01% | 1.40% |
| MORGAN STANLEY | 05/15/2026 | 260.73 K | $8.27 M | -22.74% | 1.33% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2026 | 253.23 K | $7.89 M | 5.46% | 1.29% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 245.18 K | $7.77 M | 14.26% | 1.25% |
| JPMORGAN CHASE & CO | 05/13/2026 | 242.92 K | $7.54 M | -15.68% | 1.24% |
| HILLSDALE INVESTMENT MANAGEMENT INC. | 05/04/2026 | 233.08 K | $7.39 M | 100.00% | 1.19% |
| 05/08/2026 | 212.93 K | $6.75 M | 100.00% | 1.08% | |
| PROSHARE ADVISORS LLC | 04/27/2026 | 204.26 K | $6.48 M | 4.47% | 1.04% |
| UBS GROUP AG | 05/05/2026 | 203.04 K | $6.44 M | 677.92% | 1.03% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 202.93 K | $6.43 M | -25.20% | 1.03% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 05/15/2026 | 202.30 K | $6.41 M | -44.03% | 1.03% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 171.34 K | $5.43 M | 4.79% | 0.87% |
| NORTHERN TRUST CORP | 05/14/2026 | 165.52 K | $5.25 M | 3.26% | 0.84% |
| LSV ASSET MANAGEMENT | 05/11/2026 | 163.90 K | $5.20 M | -2.15% | 0.83% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 160.18 K | $5.08 M | -5.08% | 0.82% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 158.01 K | $5.01 M | 67.07% | 0.80% |
| CANANDAIGUA NATIONAL CORP | 04/08/2026 | 154.88 K | $4.91 M | 100.00% | 0.79% |
| PALISADES INVESTMENT PARTNERS, LLC | 04/30/2026 | 146.50 K | $4.69 M | 3.95% | 0.75% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 126.35 K | $4.01 M | 100.00% | 0.64% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 119.69 K | $3.80 M | 101.31% | 0.61% |
| COURIER CAPITAL LLC | 04/23/2026 | 117.20 K | $3.72 M | 1.12% | 0.60% |
| MALTESE CAPITAL MANAGEMENT LLC | 05/15/2026 | 116.96 K | $3.71 M | -19.34% | 0.60% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 115.24 K | $3.65 M | -5.09% | 0.59% |
| EMPOWERED FUNDS, LLC | 06/16/2026 | 101.34 K | $3.21 M | 8.38% | 0.52% |
| RMB CAPITAL MANAGEMENT, LLC | 05/15/2026 | 100.02 K | $3.17 M | 0.02% | 0.51% |
| MENDON CAPITAL ADVISORS CORP | 05/15/2026 | 100.00 K | $3.17 M | 0.00% | 0.51% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 87.76 K | $2.78 M | 62.08% | 0.45% |
| FMR LLC | 05/15/2026 | 72.56 K | $2.30 M | 19.40% | 0.37% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 67.64 K | $2.14 M | 100.00% | 0.34% |
| NEW YORK STATE COMMON RETIREMENT FUND | 05/06/2026 | 59.42 K | $1.88 M | 0.00% | 0.30% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 58.90 K | $1.87 M | -83.43% | 0.30% |
| NUVEEN, LLC | 04/30/2026 | 56.86 K | $1.80 M | 53.56% | 0.29% |
| VERITION FUND MANAGEMENT LLC | 05/15/2026 | 52.42 K | $1.66 M | -46.11% | 0.27% |
| THRIVENT FINANCIAL FOR LUTHERANS | 05/01/2026 | 52.20 K | $1.66 M | 0.00% | 0.27% |
| SEI INVESTMENTS CO | 05/13/2026 | 51.48 K | $1.63 M | 204.99% | 0.26% |
| BAYVIEW ASSET MANAGEMENT, LLC | 05/15/2026 | 50.00 K | $1.59 M | 0.00% | 0.25% |
| CUTLER CAPITAL MANAGEMENT, LLC | 05/15/2026 | 49.43 K | $1.57 M | 0.00% | 0.25% |
| KENNEDY CAPITAL MANAGEMENT LLC | 05/13/2026 | 46.35 K | $1.47 M | 0.00% | 0.24% |
| UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 05/11/2026 | 46.18 K | $1.46 M | 0.00% | 0.24% |
Financial Institutions Inc. institutional Ownership - FAQ's
During the previous two years, 224 institutional investors and hedge funds held shares of Financial Institutions Inc.. The most heavily invested institutionals were:
PL Capital Advisors, LLC: 1.82 M
LSV ASSET MANAGEMENT: 179,800
CANANDAIGUA NATIONAL BANK & TRUST CO: 154,106
Palisades Investment Partners, LLC: 150,826
COURIER CAPITAL LLC: 119,133
Bank of New York Mellon Corp: 117,844
78.90% of Financial Institutions Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 21.07 M shares in the last 24 months. This purchase volume represents approximately $647.41 M in transactions.