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Disclosery

FISI FINANCIAL INSTITUTIONS INC

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COMMON STOCK (common), issuer CIK 862831

142 managers (143 13F filers) reported a position in FISI shares at 2024-12-31, 15,357,561 shares in all. 30 filers opened a position and 14 filers sold out during the quarter.

Managers
142
13F filers
143
New
30
Added
46
Reduced
34
Sold out
14
Shares held by filers
15,357,561

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
BlackRock, Inc.in group BlackRock, Inc.1,348,563$36.8M<0.01%-33,62013F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP971,659$26.5M0.01%+14,73313F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC925,285$25.3M<0.01%+106,61213F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…670,355$18.3M<0.01%new13F-HRTimelineGroup
Ategra Capital Management, LLCin group Ategra Capital Management, LLC572,075$15.6M10.53%013F-HRTimelineGroup
PL Capital Advisors, LLC497,751$13.6M4.64%-1,273,76513F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC452,869$12.4M0.02%-48313F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC424,825$11.6M0.01%+117,14213F-HRTimelineGroup
ADAGE CAPITAL PARTNERS GP, L.L.C.in group ADAGE CAPITAL PARTNERS GP, L.…409,247$11.2M0.02%new13F-HRTimelineGroup
Verition Fund Management LLC367,853$10M0.05%new13F-HRTimeline
COURIER CAPITAL LLC352,126$9.61M0.66%+1,88713F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC351,280$9.59M<0.01%-3,40513F-HRTimelineGroup
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC350,131$9.55M0.03%+9,42413F-HRTimelineGroup
LSV ASSET MANAGEMENT339,057$9.25M0.02%-5,90013F-HRTimeline
Fourthstone LLC318,254$8.69M1.7%+297,90413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC306,900$8.38M0.01%+13,40013F-HRTimeline
BASSWOOD CAPITAL MANAGEMENT, L.L.C.304,891$8.32M0.49%new13F-HRTimeline
STATE STREET CORPin group STATE STREET CORP293,379$8.09M<0.01%+9,67213F-HRTimelineGroup
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…283,695$7.74M0.76%-6,16513F-HRTimelineGroup
Rhino Investment Partners, Inc261,051$7.12M1.58%new13F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY237,489$6.48M<0.01%-15,36413F-HR/ATimelineGroup
ALLIANCEBERNSTEIN L.P.231,010$6.3M<0.01%+215,71013F-HRTimeline
Azora Capital LP227,658$6.21M0.28%new13F-HRTimeline
MALTESE CAPITAL MANAGEMENT LLCin group MALTESE CAPITAL MANAGEMENT LLC226,100$6.17M0.94%new13F-HRTimelineGroup
Stieven Capital Advisors, L.P.225,000$6.14M1.09%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP195,861$5.35M<0.01%+6,63713F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC187,448$5.12M0.01%+4,40013F-HRTimelineGroup
BAYVIEW ASSET MANAGEMENT, LLC171,889$4.69M6.12%+160,00013F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding167,409$4.57M+40,907Timeline
JACOBS ASSET MANAGEMENT, LLC151,456$4.13M2.64%new13F-HRTimeline
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC149,658$4.08M0.01%+4,60013F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC139,862$3.82M0.09%+3,41213F-HRTimeline
Palisades Investment Partners, LLC138,527$3.78M1.6%+11,75213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC135,218$3.69M<0.01%+23,27813F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp126,651$3.46M<0.01%-16,16313F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co125,323$3.42M<0.01%+89513F-HRTimelineGroup
EJF Capital LP123,691$3.38M2.32%new13F-HRTimeline
ENDEAVOUR CAPITAL ADVISORS INC115,494$3.15M1%new13F-HRTimeline
PMC FIG Opportunities LLC113,497$3.1M7.84%new13F-HRTimeline
Connor, Clark & Lunn Investment Managem…112,129$3.06M0.01%+14,57013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC107,133$2.92M<0.01%-7,77113F-HRTimelineGroup
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …106,779$2.91M<0.01%-17,04613F-HRTimelineGroup
BANC FUNDS CO LLC104,000$2.84M0.31%new13F-HRTimeline
MENDON CAPITAL ADVISORS CORP100,000$2.73M1.54%new13F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC90,000$2.46M0.08%new13F-HRTimeline
Curi Capital, LLC89,021$2.43M0.06%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC86,616$2.36M<0.01%+6,43213F-HRTimelineGroup
SEGALL BRYANT & HAMILL, LLC83,686$2.28M0.03%+30,13013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources77,956$2.13M<0.01%+60,01813F-HRTimelineGroup
Empowered Funds, LLC69,862$1.91M0.03%+3,41213F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.69,277$1.89M<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO61,484$1.68M<0.01%+43,37613F-HRTimelineGroup
JACOBS LEVY EQUITY MANAGEMENT, INC60,320$1.65M0.01%+59513F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND59,415$1.62M<0.01%013F-HR/ATimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP58,284$1.59M<0.01%-5,40713F-HRTimelineGroup
MARTINGALE ASSET MANAGEMENT L P57,035$1.56M0.04%013F-HRTimeline
Persistent Asset Partners Ltd56,715$1.5M1.28%13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC47,877$1.31M<0.01%+3,07913F-HR/ATimelineGroup
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …46,100$1.26M<0.01%13F-HRTimelineGroup
Cutler Capital Management, LLC45,725$1.25M0.43%013F-HR/ATimeline
Nuveen Asset Management, LLCin group TIAA42,865$1.17M<0.01%013F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…41,363$1.13M<0.01%-8,92513F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.38,839$1.06M<0.01%+2,60613F-HRTimelineGroup
FMR LLCin group FMR LLC37,581$1.03M<0.01%-78713F-HRTimelineGroup
KENNEDY CAPITAL MANAGEMENT LLC35,000$955K0.02%new13F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC33,645$918K<0.01%-2,85513F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC28,986$791K<0.01%+6,95913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/27,123$740K<0.01%+7,30613F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC26,378$720K<0.01%new13F-HRTimelineGroup
GLOBEFLEX CAPITAL L P24,992$682K0.06%013F-HRTimeline
RHUMBLINE ADVISERS23,332$637K<0.01%+14013F-HR/ATimeline
BAILARD, INC.22,530$615K0.02%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC22,105$603K<0.01%-3,04413F-HRTimelineGroup
UBS Group AGin group UBS Group AG21,340$582K<0.01%+8,92513F-HRTimelineGroup
STRS OHIO21,100$576K<0.01%-1,10013F-HRTimeline
GREAT LAKES ADVISORS, LLC17,939$490K<0.01%+1113F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\17,229$470K<0.01%+8,85413F-HR/ATimelineGroup
LOS ANGELES CAPITAL MANAGEMENT LLC16,560$452K<0.01%-3,60013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd16,376$447K0.01%new13F-HRTimelineGroup
MACKENZIE FINANCIAL CORP16,114$440K<0.01%new13F-HR/ATimeline
Summit Global Investmentsin group Summit Global Investments15,314$418K0.03%+25413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA14,913$406K<0.01%+58413F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…14,659$400K<0.01%-7313F-HR/ATimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC14,218$388K<0.01%new13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC12,895$352K<0.01%+1,03513F-HRTimelineGroup
CORNERCAP INVESTMENT COUNSEL INC12,607$344K0.11%013F-HRTimeline
Creative Planningin group Creative Planning10,234$279K<0.01%-98813F-HRTimelineGroup
Gator Capital Management, LLC10,000$273K0.1%new13F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO9,947$271K<0.01%-2,37313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,709$265K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN9,130$249K<0.01%+1,14113F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…8,716$238K<0.01%+38013F-HRTimelineGroup
Stonebrook Private Inc.8,669$237K0.06%+10213F-HRTimeline
CWM, LLCin group CWM, LLC8,534$233K<0.01%+36213F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…8,405$229K<0.01%013F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…7,760$212K<0.01%013F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.7,547$206K<0.01%-56913F-HRTimelineGroup
SG Americas Securities, LLC7,418$202K<0.01%+96413F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS7,394$202K<0.01%-12,39913F-HRTimelineGroup
EMC Capital Management7,080$193K0.11%-1,62913F-HRTimeline
State of Tennessee, Department of Treas…6,157$168K<0.01%-5,02113F-HRTimeline
Hillsdale Investment Management Inc.5,000$136K0.01%-4,50013F-HRTimeline
Police & Firemen's Retirement System of…3,702$101K<0.01%13F-HRTimeline
Aster Capital Management (DIFC) Ltd3,171$86.5K0.03%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP3,020$82.4K0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,014$82.4K<0.01%-54113F-HR/ATimelineGroup
US BANCORP \DE\in group US BANCORP \DE\2,572$70.2K<0.01%013F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc1,437$39.2K<0.01%013F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,360$37.1K<0.01%013F-HRTimelineGroup
PICTON MAHONEY ASSET MANAGEMENT1,196$32K<0.01%+37413F-HR/ATimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…1,100$30K<0.01%013F-HR/ATimeline
R Squared Ltd1,100$30K0.03%13F-HRTimeline
NISA INVESTMENT ADVISORS, LLC960$26.5K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…917$25K<0.01%-16913F-HRTimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co821$22K<0.01%-17213F-HRTimelineGroup
Arax Advisory Partners614$16.8K<0.01%013F-HRTimeline
AMALGAMATED BANK539$15K<0.01%013F-HRTimeline
COMERICA BANK537$14.7K<0.01%013F-HR/ATimeline
NBT BANK, N.A.in group NBT BANK, N.A.500$13.6K<0.01%013F-HRTimelineGroup
Sterling Capital Management LLC487$13.3K<0.01%+43113F-HRTimeline
Smartleaf Asset Management LLC285$7.7K<0.01%+2013F-HRTimeline
Versant Capital Management, Inc274$7.48K<0.01%new13F-HRTimeline
Community Bank, N.A.250$6.82K<0.01%013F-HRTimeline
GAMMA Investing LLC244$6.66K<0.01%+3813F-HRTimeline
Larson Financial Group LLC241$6.58K<0.01%new13F-HRTimeline
Allworth Financial LP210$5.67K<0.01%-10213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…201$5.49K<0.01%-30413F-HRTimelineGroup
OPTIMUM INVESTMENT ADVISORS200$5.46K<0.01%013F-HRTimeline
Aquatic Capital Management LLC183$4.99K<0.01%-81713F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…149$4.07K<0.01%-3713F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.136$3.57K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC102$2.78K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.101$2.76K<0.01%13F-HRTimeline
FNY Investment Advisers, LLC100$2K<0.01%new13F-HRTimeline
Covestor Ltd64$2K<0.01%-1513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…60$1.64K<0.01%013F-HRTimelineGroup
First Horizon Advisors, Inc.56$1.53K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC39$1K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC10$273<0.01%new13F-HRTimeline
IFP Advisors, Inc4$109<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$27<0.01%-16413F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.