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Disclosery

FISI FINANCIAL INSTITUTIONS INC

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COMMON STOCK (common), issuer CIK 862831

133 managers (135 13F filers) reported a position in FISI shares at 2025-03-31, 16,557,604 shares in all. 17 filers opened a position and 25 filers sold out during the quarter.

Managers
133
13F filers
135
New
17
Added
58
Reduced
40
Sold out
25
Shares held by filers
16,557,604

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.1,538,154$38.4M<0.01%+189,59113F-HRTimelineGroup
PL Capital Advisors, LLC1,261,010$31.5M10.57%+763,25913F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP1,060,813$26.5M0.01%+89,15413F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC1,031,395$25.7M<0.01%+106,11013F-HRTimelineGroup
ADAGE CAPITAL PARTNERS GP, L.L.C.in group ADAGE CAPITAL PARTNERS GP, L.…775,171$19.3M0.04%+365,92413F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…612,133$15.3M<0.01%-58,22213F-HRTimelineGroup
Ategra Capital Management, LLCin group Ategra Capital Management, LLC572,075$14.3M11.54%013F-HRTimelineGroup
Fourthstone LLC547,087$13.7M3.39%+228,83313F-HRTimeline
Verition Fund Management LLC450,491$11.2M0.06%+82,63813F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC450,095$11.2M<0.01%+98,81513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC413,304$10.3M0.01%-39,56513F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC379,204$9.46M0.01%-45,62113F-HRTimelineGroup
COURIER CAPITAL LLC352,584$8.8M0.58%+45813F-HRTimeline
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC348,478$8.7M0.03%+198,82013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO330,653$8.25M<0.01%+269,16913F-HRTimelineGroup
LSV ASSET MANAGEMENT325,757$8.13M0.02%-13,30013F-HRTimeline
STATE STREET CORPin group STATE STREET CORP311,181$7.86M<0.01%+17,80213F-HRTimelineGroup
Rhino Investment Partners, Inc313,082$7.81M1.93%+52,03113F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC308,188$7.69M0.02%-41,94313F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC302,900$7.56M0.01%-4,00013F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…280,045$6.99M0.7%-3,65013F-HRTimelineGroup
MALTESE CAPITAL MANAGEMENT LLCin group MALTESE CAPITAL MANAGEMENT LLC226,100$5.64M0.92%013F-HRTimelineGroup
Stieven Capital Advisors, L.P.225,500$5.63M1.09%+50013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY223,857$5.59M<0.01%-13,63213F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP219,090$5.47M<0.01%+23,22913F-HRTimelineGroup
Azora Capital LP208,819$5.21M0.35%-18,83913F-HRTimeline
ALLIANCEBERNSTEIN L.P.197,326$4.93M<0.01%-33,68413F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding194,941$4.87M+27,532Timeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co160,338$4M<0.01%+35,01513F-HR/ATimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC147,332$3.68M<0.01%+120,95413F-HRTimelineGroup
BRIDGEWAY CAPITAL MANAGEMENT, LLC144,841$3.62M0.09%+4,97913F-HRTimeline
Palisades Investment Partners, LLC138,147$3.45M1.73%-38013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp138,103$3.45M<0.01%+11,45213F-HRTimelineGroup
JACOBS ASSET MANAGEMENT, LLC124,696$3.11M1.97%-26,76013F-HRTimeline
ENDEAVOUR CAPITAL ADVISORS INC115,694$2.89M1.07%+20013F-HRTimeline
MENDON CAPITAL ADVISORS CORP111,720$2.79M1.29%+11,72013F-HRTimeline
BANC FUNDS CO LLC104,000$2.6M0.34%013F-HRTimeline
Curi Capital, LLC100,000$2.5M0.06%+10,97913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC97,206$2.43M<0.01%+10,59013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources88,138$2.2M<0.01%+10,18213F-HRTimelineGroup
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …86,418$2.16M<0.01%-20,36113F-HRTimelineGroup
SEGALL BRYANT & HAMILL, LLC81,241$2.03M0.03%-2,44513F-HRTimeline
BAYVIEW ASSET MANAGEMENT, LLC80,085$2M2.25%-91,80413F-HRTimeline
Empowered Funds, LLC74,841$1.87M0.03%+4,97913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC74,645$1.86M<0.01%-60,57313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC73,997$1.85M<0.01%-33,13613F-HR/ATimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP72,195$1.8M<0.01%+13,91113F-HRTimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.69,274$1.73M<0.01%-313F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC61,776$1.54M<0.01%-125,67213F-HRTimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND59,415$1.48M<0.01%013F-HR/ATimeline
Nuveen, LLCin group TIAA47,237$1.18M<0.01%13F-HRTimelineGroup
Cutler Capital Management, LLC47,025$1.17M0.41%+1,30013F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …46,100$1.15M<0.01%013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC41,672$1.04M<0.01%-6,20513F-HR/ATimelineGroup
FMR LLCin group FMR LLC39,016$974K<0.01%+1,43513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding38,532$962K+28,823Timeline
Invesco Ltd.in group Invesco Ltd.37,189$928K<0.01%-1,65013F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC37,000$924K<0.01%+3,35513F-HRTimeline
Connor, Clark & Lunn Investment Managem…36,316$906K<0.01%-75,81313F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC35,513$886K<0.01%+6,52713F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC24,866$621K<0.01%+2,76113F-HRTimelineGroup
RHUMBLINE ADVISERS24,489$611K<0.01%+1,15713F-HR/ATimeline
KENNEDY CAPITAL MANAGEMENT LLC24,052$600K0.01%-10,94813F-HRTimeline
UBS Group AGin group UBS Group AG22,594$564K<0.01%+1,25413F-HRTimelineGroup
MARTINGALE ASSET MANAGEMENT L P21,620$540K0.01%-35,41513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/21,328$532K<0.01%-5,79513F-HRTimelineGroup
GREAT LAKES ADVISORS, LLC17,486$436K<0.01%-45313F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC16,715$417K<0.01%+2,49713F-HR/ATimelineGroup
Quantbot Technologies LP16,532$413K0.01%new13F-HRTimeline
Dynamic Technology Lab Private Ltd16,043$400K0.06%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,026$375K<0.01%new13F-HR/ATimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\14,855$371K<0.01%-2,37413F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO14,747$368K<0.01%+4,80013F-HR/ATimelineGroup
CITIGROUP INCin group CITIGROUP INC14,705$367K<0.01%+1,81013F-HRTimelineGroup
Trexquant Investment LP13,869$346K<0.01%new13F-HRTimeline
Creative Planningin group Creative Planning13,263$331K<0.01%+3,02913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA12,042$301K<0.01%-2,87113F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,920$298K<0.01%-2,73913F-HRTimeline
Engineers Gate Manager LP11,694$292K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN11,487$287K<0.01%+2,35713F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…11,333$283K<0.01%+2,61713F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…11,085$277K<0.01%+2,68013F-HRTimelineGroup
Advisory Services Network, LLC9,937$248K<0.01%new13F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.9,375$234K<0.01%+1,82813F-HRTimelineGroup
INTECH INVESTMENT MANAGEMENT LLC9,230$230K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC9,222$230K<0.01%+68813F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…9,191$229K<0.01%-32,17213F-HR/ATimelineGroup
Stonebrook Private Inc.8,684$217K0.06%+1513F-HRTimeline
Centiva Capital, LP8,586$214K0.01%new13F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/8,259$207K<0.01%new13F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD8,223$205K<0.01%new13F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC8,196$205K<0.01%new13F-HR/ATimelineGroup
EMC Capital Management7,080$177K0.11%013F-HRTimeline
SG Americas Securities, LLC6,199$155K<0.01%-1,21913F-HRTimeline
Police & Firemen's Retirement System of…3,702$92.4K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP3,020$75.4K0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,870$71.7K<0.01%-14413F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,936$48.3K<0.01%+57613F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc1,592$39.7K<0.01%+15513F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,173$29.3K<0.01%-1,39913F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…1,100$27.5K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,076$26.9K<0.01%-6,31813F-HRTimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co938$23K<0.01%+11713F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…692$17.3K<0.01%-22513F-HRTimelineGroup
AMALGAMATED BANK660$16K<0.01%+12113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC630$15.7K<0.01%new13F-HRTimeline
SUMMIT SECURITIES GROUP LLC604$15.1K0.01%new13F-HRTimeline
GAMMA Investing LLC603$15.1K<0.01%+35913F-HR/ATimeline
COMERICA BANK537$13.4K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.500$12.5K<0.01%013F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC345$8.72K<0.01%-61513F-HRTimeline
Sterling Capital Management LLC330$8.24K<0.01%-15713F-HRTimeline
Smartleaf Asset Management LLC305$7.62K<0.01%+2013F-HRTimeline
Versant Capital Management, Inc274$6.84K<0.01%013F-HRTimeline
Allworth Financial LP278$6.66K<0.01%+6813F-HRTimeline
Community Bank, N.A.250$6.24K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…223$5.57K<0.01%+2213F-HRTimelineGroup
OPTIMUM INVESTMENT ADVISORS200$4.99K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…158$3.94K<0.01%+913F-HRTimelineGroup
SBI Securities Co., Ltd.101$2.52K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC83$2.06K<0.01%-1913F-HRTimeline
First Horizon Advisors, Inc.80$2K<0.01%+2413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…77$1.92K<0.01%+1713F-HRTimelineGroup
Capital Advisors, Ltd. LLC39$1K<0.01%013F-HRTimeline
Covestor Ltd39$1K<0.01%-2513F-HRTimeline
Arax Advisory Partners34$849<0.01%-58013F-HRTimeline
CoreCap Advisors, LLC34$849<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC20$499<0.01%+1013F-HRTimeline
Stephens Consulting, LLC15$375<0.01%new13F-HRTimeline
IFP Advisors, Inc4$100<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$25<0.01%013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC13$00%new13F-HRTimelineGroupValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.