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Disclosery

FISI FINANCIAL INSTITUTIONS INC

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COMMON STOCK (common), issuer CIK 862831

128 managers (130 13F filers) reported a position in FISI shares at 2025-06-30, 16,263,729 shares in all. 9 filers opened a position and 15 filers sold out during the quarter.

Managers
128
13F filers
130
New
9
Added
56
Reduced
42
Sold out
15
Shares held by filers
16,263,729

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BlackRock, Inc.in group BlackRock, Inc.1,490,512$38.3M<0.01%-47,64213F-HRTimelineGroup
PL Capital Advisors, LLC1,361,510$35M11.67%+100,50013F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC1,055,188$27.1M<0.01%+23,79313F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP1,005,153$25.8M0.01%-55,66013F-HRTimelineGroup
Fourthstone LLC846,661$21.7M4.27%+299,57413F-HRTimeline
ADAGE CAPITAL PARTNERS GP, L.L.C.in group ADAGE CAPITAL PARTNERS GP, L.…778,821$20M0.03%+3,65013F-HRTimelineGroup
Ategra Capital Management, LLCin group Ategra Capital Management, LLC572,075$14.7M11.68%013F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…549,527$14.1M<0.01%-62,60613F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP523,730$13.6M<0.01%+212,54913F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC477,865$12.3M<0.01%+27,77013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC418,022$10.7M0.01%+4,71813F-HRTimeline
Verition Fund Management LLC405,319$10.4M0.06%-45,17213F-HRTimeline
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC384,248$9.87M0.03%+35,77013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO342,834$8.8M<0.01%+12,18113F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC301,000$7.73M0.01%-1,90013F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…279,830$7.19M0.67%-21513F-HRTimelineGroup
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC266,544$6.84M0.01%-41,64413F-HRTimelineGroup
COURIER CAPITAL LLC252,523$6.48M0.39%-100,06113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY251,521$6.46M<0.01%+27,66413F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC251,336$6.45M<0.01%-127,86813F-HRTimelineGroup
ProShare Advisors LLC236,320$6.07M0.01%new13F-HRTimeline
LSV ASSET MANAGEMENT236,037$6.06M0.01%-89,72013F-HRTimeline
Rhino Investment Partners, Inc220,245$5.66M1.55%-92,83713F-HR/ATimeline
MALTESE CAPITAL MANAGEMENT LLCin group MALTESE CAPITAL MANAGEMENT LLC220,000$5.65M0.79%-6,10013F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.207,016$5.32M<0.01%+9,69013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP173,266$4.45M<0.01%-45,82413F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding168,161$4.32M-26,780Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC164,085$4.21M<0.01%+90,08813F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co161,438$4.15M<0.01%+1,10013F-HRTimelineGroup
BRIDGEWAY CAPITAL MANAGEMENT, LLC144,892$3.72M0.09%+5113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp138,964$3.57M<0.01%+86113F-HRTimelineGroup
Palisades Investment Partners, LLC136,916$3.52M1.54%-1,23113F-HRTimeline
MENDON CAPITAL ADVISORS CORP112,044$2.88M1.39%+32413F-HRTimeline
BANC FUNDS CO LLC104,000$2.67M0.4%013F-HRTimeline
Curi Capital, LLC100,000$2.57M0.05%013F-HRTimeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …98,921$2.54M<0.01%+12,50313F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC90,992$2.34M<0.01%-56,34013F-HRTimelineGroup
BAYVIEW ASSET MANAGEMENT, LLC87,584$2.25M2.26%+7,49913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC87,272$2.24M<0.01%-9,93413F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP77,847$2M<0.01%+5,65213F-HRTimelineGroup
Empowered Funds, LLC74,892$1.92M0.02%+5113F-HRTimeline
SEGALL BRYANT & HAMILL, LLC72,489$1.86M0.03%-8,75213F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.69,125$1.78M<0.01%-14913F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC67,914$1.74M0.01%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC65,327$1.68M<0.01%-9,31813F-HRTimelineGroup
Trexquant Investment LP64,054$1.64M0.02%+50,18513F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND59,415$1.53M<0.01%013F-HR/ATimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/52,028$1.34M<0.01%+30,70013F-HRTimelineGroup
Cutler Capital Management, LLC47,925$1.23M0.43%+90013F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …46,100$1.18M<0.01%013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding45,237$1.16M+6,705Timeline
JACOBS ASSET MANAGEMENT, LLC42,752$1.1M0.63%-81,94413F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC41,378$1.06M<0.01%-29413F-HR/ATimelineGroup
FMR LLCin group FMR LLC40,673$1.04M<0.01%+1,65713F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC37,800$971K<0.01%+80013F-HRTimeline
Nuveen, LLCin group TIAA37,026$951K<0.01%-10,21113F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.36,022$925K<0.01%-1,16713F-HRTimelineGroup
UBS Group AGin group UBS Group AG33,795$868K<0.01%+11,20113F-HRTimelineGroup
KENNEDY CAPITAL MANAGEMENT LLC32,918$845K0.02%+8,86613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC32,830$843K<0.01%+7,96413F-HRTimelineGroup
Dynamic Technology Lab Private Ltd31,811$817K0.11%+15,76813F-HRTimeline
RHUMBLINE ADVISERS30,459$782K<0.01%+5,97013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources23,983$616K<0.01%-64,15513F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC23,828$612K<0.01%+8,80213F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC22,599$580K<0.01%+7,89413F-HRTimelineGroup
Rafferty Asset Management, LLC22,245$571K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA19,528$503K<0.01%+7,48613F-HR/ATimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC19,523$501K<0.01%-42,25313F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd18,302$470K0.01%new13F-HRTimeline
Creative Planningin group Creative Planning17,072$438K<0.01%+3,80913F-HRTimelineGroup
Jump Financial, LLCin group Jump Financial, LLC16,700$429K0.01%+8,50413F-HR/ATimelineGroup
GREAT LAKES ADVISORS, LLC15,060$387K<0.01%-2,42613F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO14,838$381K<0.01%+9113F-HRTimelineGroup
Cubist Systematic Strategies, LLC14,695$377K<0.01%new13F-HRTimeline
Stieven Capital Advisors, L.P.13,483$346K0.07%-212,01713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN13,453$345K<0.01%+1,96613F-HRTimelineGroup
Quantbot Technologies LP12,342$317K0.01%-4,19013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\11,897$306K<0.01%-2,95813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,648$292K<0.01%-1,27213F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…11,210$288K<0.01%+12513F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…11,060$284K0.01%+10,36813F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…10,884$280K<0.01%-44913F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…10,409$267K<0.01%+1,21813F-HR/ATimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/9,940$256K<0.01%+1,68113F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD9,528$245K<0.01%+1,30513F-HRTimeline
Engineers Gate Manager LP8,819$226K<0.01%-2,87513F-HRTimeline
Stonebrook Private Inc.8,701$223K0.05%+1713F-HRTimeline
CWM, LLCin group CWM, LLC8,298$213K<0.01%-92413F-HRTimelineGroup
SG Americas Securities, LLC8,262$212K<0.01%+2,06313F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS6,042$155K<0.01%+4,96613F-HRTimelineGroup
Police & Firemen's Retirement System of…4,805$123K<0.01%+1,10313F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP3,020$77.6K0.01%013F-HRTimelineGroup
EMC Capital Management2,991$77K0.04%-4,08913F-HRTimeline
Allworth Financial LP2,850$73.2K<0.01%+2,57213F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,936$49.7K<0.01%013F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc1,828$46.9K<0.01%+23613F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,738$44.6K<0.01%+1,51513F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…1,240$31.8K<0.01%+14013F-HRTimeline
COMERICA BANK1,178$30.3K<0.01%+64113F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co1,113$29K<0.01%+17513F-HRTimelineGroup
AMALGAMATED BANK660$17K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\546$14K<0.01%-62713F-HRTimelineGroup
Sterling Capital Management LLC513$13.2K<0.01%+18313F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.512$13.1K<0.01%-2,35813F-HR/ATimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.500$12.8K<0.01%013F-HRTimelineGroup
GAMMA Investing LLC457$11.7K<0.01%-14613F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…359$9.22K<0.01%+20113F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC345$8.97K<0.01%013F-HRTimeline
Versant Capital Management, Inc274$7.04K<0.01%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC268$6.88K<0.01%new13F-HRTimelineGroup
Community Bank, N.A.250$6.42K<0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS200$5.14K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.85$2.18K<0.01%-1613F-HRTimeline
Farther Finance Advisors, LLC83$2.13K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.80$2.05K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…77$1.98K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC55$1.41K<0.01%+3513F-HRTimeline
Essential Partners LLC41$1.05K<0.01%13F-HRTimeline
Parkside Financial Bank & Trust40$1.03K<0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC39$1K<0.01%013F-HRTimeline
Larson Financial Group LLC36$924<0.01%new13F-HRTimeline
Arax Advisory Partners34$874<0.01%013F-HRTimeline
IFP Advisors, Inc0$642<0.01%-413F-HRTimelineAmount filed as zero, left out of ratios.
Smartleaf Asset Management LLC20$518<0.01%-28513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC4$103<0.01%new13F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$26<0.01%013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC13$00%013F-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.