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Disclosery

FISI FINANCIAL INSTITUTIONS INC

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COMMON STOCK (common), issuer CIK 862831

155 managers (159 13F filers) reported a position in FISI shares at 2026-06-30, 15,734,908 shares in all. 26 filers opened a position and 16 filers sold out during the quarter.

Managers
155
13F filers
159
New
26
Added
74
Reduced
32
Sold out
16
Shares held by filers
15,734,908

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
PL Capital Advisors, LLC1,816,102$70.8M19.67%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,667,260$65M<0.01%+189,18813F-HRTimelineGroup
VANGUARD GROUP INCgroup of 4 filers holding1,260,390$49.1M+59,509Timeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP1,002,481$39.1M0.01%+44,81413F-HRTimelineGroup
ADAGE CAPITAL PARTNERS GP, L.L.C.in group ADAGE CAPITAL PARTNERS GP, L.…834,969$32.5M0.05%-113,47213F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP592,493$23.3M<0.01%+13,37413F-HRTimelineGroup
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC593,367$23.1M0.03%+38,76313F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC586,724$22.9M<0.01%+18,02813F-HRTimelineGroup
Ategra Capital Management, LLC564,100$22M11.69%013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP457,098$17.8M0.01%+182,35813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO404,980$15.7M<0.01%+162,05913F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC349,611$13.6M0.01%+261,85013F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC251,498$9.8M<0.01%+93,48813F-HRTimelineGroup
Hillsdale Investment Management Inc.249,200$9.71M0.22%+16,12013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC248,283$9.68M<0.01%-100,74513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY234,920$9.15M<0.01%-25,80713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC216,109$8.42M<0.01%-29,06613F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.245,258$7.78M<0.01%-7,96813F-HRTimeline
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC199,502$7.77M0.02%-2,80013F-HRTimeline
Qube Research & Technologies Ltd193,831$7.55M0.01%+126,18713F-HRTimeline
LSV ASSET MANAGEMENT179,800$7.01M0.01%+15,90013F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC179,154$6.98M0.12%+7,81413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP176,215$6.87M<0.01%+10,69613F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co162,212$6.32M<0.01%+2,03113F-HRTimelineGroup
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…154,106$6.01M0.51%13F-HRTimelineGroup
Palisades Investment Partners, LLC150,826$5.92M1.68%+4,32213F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC136,904$5.34M0.01%-66,02713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/128,688$5.01M<0.01%+8,99713F-HRTimelineGroup
COURIER CAPITAL LLC119,133$4.64M0.23%+1,93213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp117,844$4.59M<0.01%+2,60013F-HRTimelineGroup
Empowered Funds, LLC109,154$4.25M0.02%+7,81413F-HRTimeline
Curi Capital, LLC100,017$3.9M0.06%013F-HRTimeline
MALTESE CAPITAL MANAGEMENT LLCin group MALTESE CAPITAL MANAGEMENT LLC100,000$3.9M0.71%-16,96313F-HRTimelineGroup
MENDON CAPITAL ADVISORS CORP100,000$3.9M1.38%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC85,480$3.33M<0.01%+74,02113F-HRTimelineGroup
SEGALL BRYANT & HAMILL, LLC76,010$2.96M0.04%+32,69513F-HRTimeline
Trexquant Investment LP74,811$2.92M0.02%+41,14513F-HRTimeline
Nuveen, LLCin group TIAA71,468$2.79M<0.01%+14,61113F-HRTimelineGroup
FMR LLCin group FMR LLC65,944$2.57M<0.01%-6,61413F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC65,739$2.56M<0.01%+45,30013F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…62,979$2.45M<0.01%-837,51413F-HRTimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND62,015$2.42M<0.01%+2,60013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC57,721$2.25M<0.01%-1,18213F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…52,741$2.05M<0.01%+17,73513F-HRTimelineGroup
BAYVIEW ASSET MANAGEMENT, LLC50,000$1.95M1.46%013F-HRTimeline
Cutler Capital Management, LLC49,428$1.93M0.5%013F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …46,241$1.8M<0.01%+6513F-HRTimelineGroup
MARTINGALE ASSET MANAGEMENT L P41,548$1.62M0.04%013F-HRTimeline
Connor, Clark & Lunn Investment Managem…41,541$1.62M<0.01%+1,48913F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources40,042$1.56M<0.01%+9,93413F-HRTimelineGroup
KENNEDY CAPITAL MANAGEMENT LLC38,254$1.49M0.03%-8,09413F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC37,800$1.47M<0.01%+20013F-HRTimeline
Man Group plcin group Man Group plc37,570$1.46M<0.01%+7,62913F-HRTimelineGroup
GSA CAPITAL PARTNERS LLP37,429$1.46M0.09%+19,40013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…33,657$1.31M<0.01%-18,53913F-HRTimelineGroup
Campbell & CO Investment Adviser LLC32,892$1.28M0.07%+10,60813F-HRTimeline
Invesco Ltd.in group Invesco Ltd.31,793$1.24M<0.01%-2,24413F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO30,790$1.2M<0.01%-20,69013F-HRTimelineGroup
RHUMBLINE ADVISERS25,431$991K<0.01%+27413F-HRTimeline
Quantinno Capital Management LP23,839$929K<0.01%+3,33813F-HRTimeline
Creative Planningin group Creative Planning23,631$921K<0.01%+3,63913F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC23,393$912K<0.01%+6,15313F-HRTimelineGroup
Informed Momentum Co LLC21,546$840K0.07%-88713F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd20,707$807K0.01%new13F-HRTimelineGroup
STRS OHIO19,800$772K<0.01%+1,00013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC19,427$757K<0.01%013F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\19,219$749K<0.01%+2,23713F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC17,847$695K<0.01%+2,40213F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS16,948$660K<0.01%+38713F-HRTimelineGroup
ALPS ADVISORS INC16,572$646K<0.01%+20213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN16,499$643K<0.01%+9,10413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding16,185$631K-20,554Timeline
PRICE T ROWE ASSOCIATES INC /MD/15,812$617K<0.01%+47013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd15,129$590K0.01%new13F-HRTimelineGroup
Oppenheimer & Close, LLC14,500$565K0.36%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…14,118$548K<0.01%new13F-HRTimeline
UBS Group AGgroup of 2 filers holding14,053$548K-190,013Timeline
BAILARD, INC.13,400$522K0.01%new13F-HRTimeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …12,741$497K<0.01%new13F-HRTimelineGroup
Graham Capital Management, L.P.12,162$474K0.01%+38313F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…11,705$456K<0.01%+67813F-HRTimelineGroup
PANAGORA ASSET MANAGEMENT INC11,447$446K<0.01%new13F-HRTimeline
IEQ CAPITAL, LLC11,144$434K<0.01%+1,22013F-HRTimeline
GREAT LAKES ADVISORS, LLC11,043$430K<0.01%-3313F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC10,995$428K<0.01%+3,44113F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.10,598$413K<0.01%+3,34513F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…9,073$354K<0.01%-7913F-HRTimelineGroup
Rafferty Asset Management, LLC8,833$344K<0.01%-7,34513F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC8,800$343K<0.01%-3,43913F-HRTimelineGroup
Stonebrook Private Inc.8,759$341K0.06%+7413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV8,625$336K<0.01%new13F-HR/ATimeline
STATE OF WISCONSIN INVESTMENT BOARD8,310$324K<0.01%new13F-HRTimeline
Engineers Gate Manager LP7,836$305K<0.01%new13F-HRTimeline
Sterling Capital Management LLC7,687$300K0.01%+7,03913F-HRTimeline
SG Americas Securities, LLC7,517$293K<0.01%+1,41513F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…7,450$290K0.01%013F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP7,108$277K<0.01%-8213F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC6,892$269K0.01%new13F-HRTimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA6,600$257K<0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC6,554$255K<0.01%new13F-HRTimelineGroup
Police & Firemen's Retirement System of…6,000$234K<0.01%+1,15913F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC5,780$225K<0.01%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC5,625$219K<0.01%new13F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth5,383$210K<0.01%new13F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc3,990$155K<0.01%+2,26213F-HRTimelineGroup
LOS ANGELES CAPITAL MANAGEMENT LLC3,705$144K<0.01%013F-HRTimeline
Allworth Financial LP3,251$127K<0.01%+29613F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP2,739$107K0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,256$87.9K<0.01%+1,03013F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.2,021$78.8K0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,613$62.9K<0.01%013F-HRTimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co1,557$61K<0.01%-11313F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,565$61K<0.01%+33213F-HRTimelineGroup
Quantbot Technologies LP1,426$55.6K<0.01%-5,46613F-HRTimeline
Arax Advisory Partners1,364$53.2K<0.01%+1,34913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,225$47K<0.01%-6513F-HRTimelineGroup
Larson Financial Group LLC1,010$39.4K<0.01%+2013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…982$38.3K<0.01%-66513F-HRTimelineGroup
Integrated Wealth Concepts LLC964$37.6K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC657$25.5K<0.01%013F-HRTimeline
FIRST HORIZON CORP641$25K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP550$21.4K<0.01%new13F-HRTimelineGroup
GAMMA Investing LLC546$21.3K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.507$19.8K<0.01%+313F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…397$15.5K<0.01%-1,24813F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…338$13.2K<0.01%+1713F-HRTimelineGroup
Versant Capital Management, Inc274$10.7K<0.01%013F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…271$10.6K<0.01%-80413F-HR/ATimeline
SBI Securities Co., Ltd.255$9.94K<0.01%+16713F-HRTimeline
Farther Finance Advisors, LLC254$9.9K<0.01%+713F-HRTimeline
Community Bank, N.A.250$9.74K<0.01%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC213$8.37K<0.01%+213F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.192$7.48K<0.01%new13F-HRTimelineGroup
Silver Grove Financial Group, Inc.171$6.67K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC137$5.34K<0.01%+4713F-HRTimeline
IFP Advisors, Inc124$4.83K<0.01%+12213F-HRTimeline
Essential Partners LLC118$4.6K<0.01%+4713F-HRTimeline
Stone House Investment Management, LLC115$4.48K<0.01%013F-HRTimeline
Basecamp Wealth Advisors LLC80$3.12K<0.01%+1113F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT60$2.34K<0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC39$2K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC47$1.83K<0.01%-40613F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.46$1.79K<0.01%-15213F-HRTimelineGroup
True Wealth Design, LLC40$1.56K<0.01%013F-HRTimeline
Clearstead Advisors, LLC25$975<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\11$429<0.01%013F-HRTimelineGroup
SJS Investment Consulting Inc.11$429<0.01%+213F-HRTimeline
Wealth Enhancement Trust Services, Inc.6$234<0.01%new13F-HR/ATimeline
JPL Wealth Management, LLC5$195<0.01%-113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC4$156<0.01%013F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$39<0.01%013F-HRTimelineGroup
GHP Investment Advisors, Inc.1$39<0.01%013F-HRTimeline
Caitong International Asset Management …1$39<0.01%new13F-HRTimeline
Hughes Financial Services, LLC1$39<0.01%new13F-HRTimeline
Covestor Ltd7$00%+513F-HRTimelineValue filed as zero, left out of ratios.