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Disclosery

FISI FINANCIAL INSTITUTIONS INC

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COMMON STOCK (common), issuer CIK 862831

139 managers (142 13F filers) reported a position in FISI shares at 2025-09-30, 16,313,371 shares in all. 24 filers opened a position and 10 filers sold out during the quarter.

Managers
139
13F filers
142
New
24
Added
55
Reduced
39
Sold out
10
Shares held by filers
16,313,371

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC1,774,886$48.3M16.02%+413,37613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,450,810$39.5M<0.01%-39,70213F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC1,095,428$29.8M<0.01%+40,24013F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP951,105$25.9M0.01%-54,04813F-HRTimelineGroup
ADAGE CAPITAL PARTNERS GP, L.L.C.in group ADAGE CAPITAL PARTNERS GP, L.…811,218$22.1M0.03%+32,39713F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…736,825$20M<0.01%+187,29813F-HRTimelineGroup
Ategra Capital Management, LLCin group Ategra Capital Management, LLC572,075$15.6M10.43%013F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP544,654$15M<0.01%+20,92413F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC485,989$13.2M<0.01%+8,12413F-HRTimelineGroup
ProShare Advisors LLC459,798$12.5M0.03%+223,47813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO377,740$10.3M<0.01%+34,90613F-HR/ATimelineGroup
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC365,112$9.93M0.03%-19,13613F-HRTimeline
Verition Fund Management LLC364,202$9.91M0.06%-41,11713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC334,286$9.09M0.01%-83,73613F-HRTimeline
Fourthstone LLC322,202$8.76M1.57%-524,45913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC311,492$8.47M0.01%+10,49213F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding280,714$7.64M+112,553Timeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC275,394$7.49M0.01%+8,85013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY264,929$7.21M<0.01%+13,40813F-HR/ATimelineGroup
Rhino Investment Partners, Inc220,245$5.99M1.89%013F-HRTimeline
ALLIANCEBERNSTEIN L.P.219,916$5.98M<0.01%+12,90013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC219,616$5.97M<0.01%+55,53113F-HRTimelineGroup
MALTESE CAPITAL MANAGEMENT LLCin group MALTESE CAPITAL MANAGEMENT LLC211,000$5.74M0.87%-9,00013F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC184,618$5.02M<0.01%+93,62613F-HRTimelineGroup
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…179,723$4.89M0.43%-100,10713F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP169,829$4.62M<0.01%-3,43713F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co167,972$4.57M<0.01%+6,53413F-HRTimelineGroup
LSV ASSET MANAGEMENT167,500$4.56M0.01%-68,53713F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC154,513$4.2M0.09%+9,62113F-HRTimeline
Palisades Investment Partners, LLC137,522$3.78M1.48%+60613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp134,458$3.66M<0.01%-4,50613F-HRTimelineGroup
COURIER CAPITAL LLC133,008$3.62M0.21%-119,51513F-HRTimeline
MENDON CAPITAL ADVISORS CORP106,022$2.88M1.31%-6,02213F-HRTimeline
BANC FUNDS CO LLC104,000$2.83M0.49%013F-HRTimeline
Curi Capital, LLC100,000$2.72M0.05%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC94,486$2.57M<0.01%+7,21413F-HRTimelineGroup
Empowered Funds, LLC84,513$2.3M0.02%+9,62113F-HRTimeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …83,234$2.26M<0.01%-15,68713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/81,607$2.22M<0.01%+29,57913F-HR/ATimelineGroup
SEGALL BRYANT & HAMILL, LLC72,024$1.96M0.03%-46513F-HRTimeline
Trexquant Investment LP69,855$1.9M0.02%+5,80113F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.69,125$1.88M<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC62,076$1.69M0.01%-5,83813F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND59,415$1.62M<0.01%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…53,366$1.45M<0.01%+42,95713F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC52,685$1.43M<0.01%-198,65113F-HRTimelineGroup
BAYVIEW ASSET MANAGEMENT, LLC50,000$1.36M1.05%-37,58413F-HRTimeline
Cutler Capital Management, LLC48,328$1.31M0.42%+40313F-HRTimeline
FMR LLCin group FMR LLC46,633$1.27M<0.01%+5,96013F-HRTimelineGroup
KENNEDY CAPITAL MANAGEMENT LLC46,348$1.26M0.03%+13,43013F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …46,100$1.25M<0.01%013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC41,527$1.13M<0.01%-23,80013F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC39,500$1.07M<0.01%+1,70013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.39,146$1.06M<0.01%+3,12413F-HRTimelineGroup
UBS Group AGin group UBS Group AG38,422$1.05M<0.01%+4,62713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC38,284$1.04M<0.01%+14,45613F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…37,577$1.02M<0.01%+37,21813F-HRTimelineGroup
Nuveen, LLCin group TIAA37,026$1.01M<0.01%013F-HRTimelineGroup
Franklin Resourcesgroup of 2 filers holding34,075$927K+10,092Timeline
Numerai GP LLC33,064$899K0.13%new13F-HRTimeline
RHUMBLINE ADVISERS30,052$817K<0.01%-40713F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC29,542$804K<0.01%-11,83613F-HR/ATimelineGroup
Y-Intercept (Hong Kong) Ltd26,464$720K0.02%+8,16213F-HRTimeline
Rafferty Asset Management, LLC24,373$663K<0.01%+2,12813F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.22,009$599K<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding19,598$533K-25,639Timeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC19,523$531K<0.01%013F-HRTimelineGroup
Engineers Gate Manager LP19,148$521K0.01%+10,32913F-HRTimeline
GSA CAPITAL PARTNERS LLP18,274$497K0.04%new13F-HRTimeline
Creative Planningin group Creative Planning17,922$487K<0.01%+85013F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP17,396$473K<0.01%new13F-HRTimelineGroup
AlphaQuest LLC16,335$444K0.03%new13F-HRTimeline
OXFORD ASSET MANAGEMENT LLP16,012$436K0.14%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN15,937$433K<0.01%+2,48413F-HRTimelineGroup
Quantinno Capital Management LP15,174$413K<0.01%new13F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO14,922$406K<0.01%+8413F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC14,591$397K<0.01%-8,00813F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\14,590$397K<0.01%+2,69313F-HRTimelineGroup
Campbell & CO Investment Adviser LLC12,510$340K0.03%new13F-HRTimeline
Aquatic Capital Management LLC12,147$330K0.01%new13F-HRTimeline
Qube Research & Technologies Ltd11,768$320K<0.01%new13F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…11,210$305K<0.01%013F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP11,175$304K<0.01%-66,67213F-HRTimelineGroup
GREAT LAKES ADVISORS, LLC11,101$302K<0.01%-3,95913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,011$301K<0.01%+36313F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/10,533$287K<0.01%+59313F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…9,103$248K<0.01%-1,78113F-HRTimelineGroup
Quantbot Technologies LP9,095$247K0.01%-3,24713F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC8,829$240K<0.01%new13F-HRTimeline
Stonebrook Private Inc.8,653$235K0.05%-4813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,579$233K<0.01%-24,25113F-HRTimelineGroup
CWM, LLCin group CWM, LLC8,534$232K<0.01%+23613F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd8,455$230K0.01%new13F-HRTimelineGroup
MARTINGALE ASSET MANAGEMENT L P8,100$220K0.01%new13F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…7,450$203K0.01%new13F-HRTimelineGroup
Police & Firemen's Retirement System of…6,069$165K<0.01%+1,26413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,790$130K<0.01%-14,73813F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS4,100$112K<0.01%-1,94213F-HRTimelineGroup
EMC Capital Management2,991$81K0.04%013F-HRTimeline
Allworth Financial LP2,897$78.8K<0.01%+4713F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP2,739$74.5K0.01%-28113F-HRTimelineGroup
Arax Advisory Partners2,384$64.8K<0.01%+2,35013F-HRTimeline
Advisory Services Network, LLC1,937$52.7K<0.01%new13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,936$52.7K<0.01%013F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc1,828$49.7K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,658$45.1K<0.01%-8013F-HRTimelineGroup
COMERICA BANK1,647$44.8K<0.01%+46913F-HRTimeline
Sterling Capital Management LLC1,371$37.3K<0.01%+85813F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…1,241$33.8K<0.01%+113F-HRTimeline
Larson Financial Group LLC1,170$31.8K<0.01%+1,13413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,115$30.3K<0.01%-9,94513F-HRTimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co1,110$30K<0.01%-313F-HRTimelineGroup
Quarry LP774$21.1K0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.698$19.1K<0.01%+18613F-HRTimelineGroup
AMALGAMATED BANK660$18K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.500$13.6K<0.01%013F-HRTimelineGroup
GAMMA Investing LLC468$12.7K<0.01%+1113F-HRTimeline
NISA INVESTMENT ADVISORS, LLC345$9.49K<0.01%013F-HRTimeline
Versant Capital Management, Inc274$7.45K<0.01%013F-HRTimeline
Community Bank, N.A.250$6.8K<0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS200$5.44K<0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.158$4.3K<0.01%new13F-HRTimelineGroup
ESL Trust Services, LLC150$4.08K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC84$2.29K<0.01%+113F-HRTimeline
Stone House Investment Management, LLC81$2.2K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…78$2.12K<0.01%+113F-HRTimelineGroup
SBI Securities Co., Ltd.77$2.09K<0.01%-813F-HRTimeline
Essential Partners LLC63$1.71K<0.01%+2213F-HRTimeline
Parkside Financial Bank & Trust40$1.09K<0.01%013F-HRTimeline
True Wealth Design, LLC40$1.09K<0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC39$1K<0.01%013F-HRTimeline
Root Financial Partners, LLC27$734<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC20$544<0.01%-3513F-HRTimeline
Smartleaf Asset Management LLC20$542<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC4$109<0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC2$55<0.01%new13F-HRTimeline
IFP Advisors, Inc2$54<0.01%+213F-HR/ATimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$27<0.01%013F-HRTimelineGroup
Covestor Ltd1$00%new13F-HRTimelineValue filed as zero, left out of ratios.