Financial Institutions Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| PL CAPITAL ADVISORS, LLC | 07/31/2026 | 1.82 M | $70.77 M | 0.00% | 9.25% |
| BLACKROCK, INC. | 08/07/2026 | 1.67 M | $64.97 M | 12.80% | 8.49% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 1.00 M | $39.07 M | 4.68% | 5.10% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 841.17 K | $32.78 M | 0.67% | 4.28% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 08/14/2026 | 834.97 K | $32.54 M | -11.96% | 4.25% |
| ACADIAN ASSET MANAGEMENT LLC | 08/13/2026 | 593.37 K | $23.12 M | 6.99% | 3.02% |
| STATE STREET CORP | 09/22/2026 | 592.49 K | $23.27 M | 2.31% | 3.02% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 586.72 K | $22.87 M | 3.17% | 2.99% |
| ATEGRA CAPITAL MANAGEMENT, LLC | 08/14/2026 | 564.10 K | $21.98 M | 0.00% | 2.87% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 457.10 K | $17.81 M | 66.37% | 2.33% |
| JPMORGAN CHASE & CO | 08/12/2026 | 404.98 K | $15.73 M | 66.71% | 2.06% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 349.61 K | $13.62 M | 298.37% | 1.78% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 263.03 K | $10.25 M | 23.53% | 1.34% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 251.50 K | $9.80 M | 59.17% | 1.28% |
| HILLSDALE INVESTMENT MANAGEMENT INC. | 08/12/2026 | 249.20 K | $9.71 M | 6.92% | 1.27% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 248.28 K | $9.68 M | -28.86% | 1.26% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2026 | 245.26 K | $7.78 M | -3.15% | 1.25% |
| MORGAN STANLEY | 08/13/2026 | 234.92 K | $9.15 M | -9.90% | 1.20% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 216.11 K | $8.42 M | -11.86% | 1.10% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 08/14/2026 | 199.50 K | $7.77 M | -1.38% | 1.02% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 193.83 K | $7.55 M | 186.55% | 0.99% |
| LSV ASSET MANAGEMENT | 08/06/2026 | 179.80 K | $7.01 M | 9.70% | 0.92% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 179.15 K | $6.98 M | 4.56% | 0.91% |
| NORTHERN TRUST CORP | 08/13/2026 | 176.22 K | $6.87 M | 6.46% | 0.90% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 162.21 K | $6.32 M | 1.27% | 0.83% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 162.21 K | $6.32 M | 100.00% | 0.83% |
| CANANDAIGUA NATIONAL BANK & TRUST CO | 07/07/2026 | 154.11 K | $6.01 M | 100.00% | 0.78% |
| PALISADES INVESTMENT PARTNERS, LLC | 08/04/2026 | 150.83 K | $5.92 M | 2.95% | 0.77% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 136.90 K | $5.34 M | -32.54% | 0.70% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 130.12 K | $5.07 M | 2.99% | 0.66% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 128.69 K | $5.01 M | 7.52% | 0.66% |
| COURIER CAPITAL LLC | 07/16/2026 | 119.13 K | $4.64 M | 1.65% | 0.61% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 117.84 K | $4.59 M | 2.26% | 0.60% |
| EMPOWERED FUNDS, LLC | 08/17/2026 | 109.15 K | $4.25 M | 7.71% | 0.56% |
| CURI CAPITAL, LLC | 08/14/2026 | 100.02 K | $3.90 M | 0.00% | 0.51% |
| MALTESE CAPITAL MANAGEMENT LLC | 08/14/2026 | 100.00 K | $3.90 M | -14.50% | 0.51% |
| MENDON CAPITAL ADVISORS CORP | 08/11/2026 | 100.00 K | $3.90 M | 0.00% | 0.51% |
| CITADEL ADVISORS LLC | 09/02/2026 | 85.48 K | $3.33 M | 645.96% | 0.44% |
| SEGALL BRYANT & HAMILL, LLC | 08/12/2026 | 76.01 K | $2.96 M | 75.48% | 0.39% |
| TREXQUANT INVESTMENT LP | 08/14/2026 | 74.81 K | $2.92 M | 122.22% | 0.38% |
| NUVEEN, LLC | 08/11/2026 | 71.47 K | $2.79 M | 25.70% | 0.36% |
| FMR LLC | 08/13/2026 | 65.94 K | $2.57 M | -9.12% | 0.34% |
| PRUDENTIAL FINANCIAL INC | 08/12/2026 | 65.74 K | $2.56 M | 221.64% | 0.33% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2026 | 62.98 K | $2.45 M | -93.01% | 0.32% |
| NEW YORK STATE COMMON RETIREMENT FUND | 07/29/2026 | 62.02 K | $2.42 M | 4.38% | 0.32% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 57.72 K | $2.25 M | -2.01% | 0.29% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 52.74 K | $2.05 M | 50.66% | 0.27% |
| BAYVIEW ASSET MANAGEMENT, LLC | 08/14/2026 | 50.00 K | $1.95 M | 0.00% | 0.25% |
| CUTLER CAPITAL MANAGEMENT, LLC | 08/14/2026 | 49.43 K | $1.93 M | 0.00% | 0.25% |
| UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 08/06/2026 | 46.24 K | $1.80 M | 0.14% | 0.24% |
Financial Institutions Inc. institutional Ownership - FAQ's
During the previous two years, 246 institutional investors and hedge funds held shares of Financial Institutions Inc.. The most heavily invested institutionals were:
DIMENSIONAL FUND ADVISORS LP: 1.05 M
Palisades Investment Partners, LLC: 173,603
CANANDAIGUA NATIONAL BANK & TRUST CO: 149,700
COURIER CAPITAL LLC: 121,585
Inspire Investing, LLC: 61,146
COMMONWEALTH EQUITY SERVICES, LLC: 58,003
80.93% of Financial Institutions Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 23.00 M shares in the last 24 months. This purchase volume represents approximately $706.89 M in transactions.