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Disclosery

FISI FINANCIAL INSTITUTIONS INC

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COMMON STOCK (common), issuer CIK 862831

146 managers (151 13F filers) reported a position in FISI shares at 2026-03-31, 15,858,966 shares in all. 22 filers opened a position and 21 filers sold out during the quarter.

Managers
146
13F filers
151
New
22
Added
58
Reduced
43
Sold out
21
Shares held by filers
15,858,966

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
PL Capital Advisors, LLC1,816,102$57.6M17.37%+13,31113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,478,072$46.9M<0.01%+16,56913F-HRTimelineGroup
VANGUARD GROUP INCgroup of 4 filers holding1,200,881$38.1MnewTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP957,667$30.4M0.01%+1,76113F-HRTimelineGroup
ADAGE CAPITAL PARTNERS GP, L.L.C.in group ADAGE CAPITAL PARTNERS GP, L.…948,441$30.1M0.05%-23,60213F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…900,493$28.6M0.01%-148,80213F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP579,119$18.5M<0.01%+71,73013F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC568,696$18M<0.01%+86,54113F-HRTimelineGroup
Ategra Capital Management, LLCin group Ategra Capital Management, LLC564,100$17.9M9.96%-7,97513F-HRTimelineGroup
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC554,604$17.6M0.02%+128,56813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC349,028$11.1M<0.01%new13F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP274,740$8.71M0.01%+111,21313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY260,727$8.27M<0.01%-76,76113F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.253,226$7.89M<0.01%+13,10013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC245,175$7.77M<0.01%+30,59113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO242,921$7.54M<0.01%-45,15613F-HR/ATimelineGroup
Hillsdale Investment Management Inc.233,080$7.39M0.2%new13F-HRTimeline
ProShare Advisors LLC204,256$6.48M0.01%+8,74413F-HRTimeline
UBS Group AGgroup of 2 filers holding204,066$6.47M+177,809Timeline
RENAISSANCE TECHNOLOGIES LLC202,931$6.43M0.01%-68,36913F-HRTimeline
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC202,302$6.41M0.02%-159,15013F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC171,340$5.43M0.11%+7,83313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP165,519$5.25M<0.01%+5,23313F-HRTimelineGroup
LSV ASSET MANAGEMENT163,900$5.2M0.01%-3,60013F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co160,181$5.08M<0.01%-8,56513F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC158,010$5.01M<0.01%+63,43313F-HRTimelineGroup
CANANDAIGUA NATIONAL CORPin group CANANDAIGUA NATIONAL BANK & T…154,881$4.91M0.44%13F-HRTimelineGroup
Palisades Investment Partners, LLC146,504$4.69M1.84%+5,56213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/119,691$3.8M<0.01%+60,23413F-HRTimelineGroup
COURIER CAPITAL LLC117,201$3.72M0.21%+1,30113F-HR/ATimeline
MALTESE CAPITAL MANAGEMENT LLCin group MALTESE CAPITAL MANAGEMENT LLC116,963$3.71M0.73%-28,03713F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp115,244$3.65M<0.01%-6,18613F-HRTimelineGroup
Empowered Funds, LLC101,340$3.21M0.02%new13F-HR/ATimeline
Curi Capital, LLC100,017$3.17M0.06%+1713F-HRTimeline
MENDON CAPITAL ADVISORS CORP100,000$3.17M1.23%013F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC87,761$2.78M<0.01%+33,61313F-HRTimelineGroup
FMR LLCin group FMR LLC72,558$2.3M<0.01%+11,79013F-HRTimelineGroup
Qube Research & Technologies Ltd67,644$2.14M<0.01%new13F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND59,415$1.88M<0.01%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC58,903$1.87M<0.01%-296,57313F-HRTimeline
Nuveen, LLCin group TIAA56,857$1.8M<0.01%+19,83113F-HRTimelineGroup
Verition Fund Management LLC52,419$1.66M0.02%-44,85813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…52,196$1.66M<0.01%013F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO51,480$1.63M<0.01%+34,60113F-HRTimelineGroup
BAYVIEW ASSET MANAGEMENT, LLC50,000$1.59M1.32%013F-HRTimeline
Cutler Capital Management, LLC49,428$1.57M0.43%013F-HRTimeline
KENNEDY CAPITAL MANAGEMENT LLC46,348$1.47M0.03%013F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …46,176$1.46M<0.01%013F-HRTimelineGroup
Numerai GP LLC43,823$1.39M0.14%+13,31513F-HRTimeline
SEGALL BRYANT & HAMILL, LLC43,315$1.37M0.02%-28,67013F-HR/ATimeline
MARTINGALE ASSET MANAGEMENT L P41,548$1.32M0.03%+34,34813F-HRTimeline
Connor, Clark & Lunn Investment Managem…40,052$1.27M<0.01%+30,61613F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC37,600$1.19M<0.01%-37213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding36,739$1.16M+25,264Timeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…35,006$1.11M<0.01%-3,44313F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.34,037$1.08M<0.01%-1,25613F-HRTimelineGroup
Trexquant Investment LP33,666$1.07M0.01%-58,58013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources30,108$955K<0.01%+13,27113F-HRTimelineGroup
Man Group plcin group Man Group plc29,941$949K<0.01%new13F-HRTimelineGroup
RHUMBLINE ADVISERS25,157$798K<0.01%-41713F-HRTimeline
ExodusPoint Capital Management, LP23,744$753K0.01%new13F-HRTimeline
Informed Momentum Co LLC22,433$711K0.08%new13F-HRTimeline
Campbell & CO Investment Adviser LLC22,284$707K0.04%+11,10213F-HRTimeline
Quantinno Capital Management LP20,501$650K<0.01%+3,19213F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC20,439$648K<0.01%+9,63013F-HRTimelineGroup
Creative Planningin group Creative Planning19,992$634K<0.01%+1,65813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC19,427$616K<0.01%-22,10013F-HR/ATimelineGroup
STRS OHIO18,800$596K<0.01%new13F-HRTimeline
GSA CAPITAL PARTNERS LLP18,029$572K0.04%-10,27613F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC17,240$547K<0.01%+5,54513F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\16,982$538K<0.01%+2,51413F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS16,561$525K<0.01%+10,43113F-HRTimelineGroup
ALPS ADVISORS INCin group ALPS ADVISORS INC16,370$519K<0.01%new13F-HRTimelineGroup
Rafferty Asset Management, LLC16,178$513K<0.01%+1,09413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC15,445$490K<0.01%+4,21013F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/15,342$487K<0.01%+3,57713F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC12,239$388K<0.01%-24,08113F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP11,809$374K<0.01%-4,11513F-HRTimelineGroup
Graham Capital Management, L.P.11,779$374K0.01%+2,04513F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC11,631$369K<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,459$363K<0.01%-11,81513F-HRTimelineGroup
GREAT LAKES ADVISORS, LLC11,076$351K<0.01%+31213F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…11,027$350K<0.01%-18313F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,397$330K<0.01%-17,01313F-HRTimelineGroup
IEQ CAPITAL, LLC9,924$315K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC9,379$297K<0.01%+81113F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…9,152$290K<0.01%-5013F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management9,124$289K<0.01%new13F-HRTimelineGroup
Stonebrook Private Inc.8,685$275K0.06%+1613F-HRTimeline
Daytona Street Capital LLC8,000$258K0.2%013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC7,554$240K<0.01%new13F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…7,450$236K0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN7,395$234K<0.01%-15,58613F-HR/ATimelineGroup
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…7,311$232K<0.01%-66913F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.7,253$230K<0.01%-7,38613F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP7,190$228K<0.01%-83513F-HRTimelineGroup
Quantbot Technologies LP6,892$219K0.01%new13F-HRTimeline
SG Americas Securities, LLC6,102$193K<0.01%-2,25213F-HRTimeline
Police & Firemen's Retirement System of…4,841$154K<0.01%013F-HRTimeline
Aquatic Capital Management LLC4,390$139K<0.01%-3,11913F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC3,705$117K<0.01%-41013F-HRTimeline
Allworth Financial LP2,955$93.7K<0.01%+6613F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP2,739$86.9K0.01%013F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.2,021$64.1K0.01%-6313F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc1,728$54.8K<0.01%013F-HRTimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co1,670$53K<0.01%+6313F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,647$52.2K<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,645$52.2K<0.01%-413F-HR/ATimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,613$51.1K<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC1,431$45.4K<0.01%new13F-HRTimeline
MAI Capital Management1,400$44.4K<0.01%+39713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,290$40K<0.01%+31013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,233$39.1K<0.01%+98613F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,226$38.9K<0.01%-4813F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…1,075$34.1K<0.01%-14813F-HRTimeline
Larson Financial Group LLC990$31.4K<0.01%-3513F-HRTimeline
Sterling Capital Management LLC648$20.5K<0.01%-51413F-HRTimeline
Smartleaf Asset Management LLC657$20.4K<0.01%-10513F-HRTimeline
GAMMA Investing LLC546$17.3K<0.01%+4513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.504$16K<0.01%-14513F-HRTimelineGroup
SIMPLEX TRADING, LLC453$14.4K<0.01%+6313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…321$10.2K<0.01%+23813F-HRTimelineGroup
Versant Capital Management, Inc274$8.69K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC247$7.93K<0.01%+713F-HRTimeline
Community Bank, N.A.250$7.92K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC222$7.04K<0.01%new13F-HR/ATimeline
NISA INVESTMENT ADVISORS, LLC211$6.76K<0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.198$6.28K<0.01%+4013F-HR/ATimelineGroup
Stone House Investment Management, LLC115$3.65K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC90$2.85K<0.01%+7013F-HRTimeline
SBI Securities Co., Ltd.88$2.79K<0.01%+3313F-HRTimeline
Essential Partners LLC71$2.25K<0.01%+113F-HRTimeline
Basecamp Wealth Advisors LLC69$2.19K<0.01%+3313F-HRTimeline
Root Financial Partners, LLC43$1.36K<0.01%+1613F-HRTimeline
Parkside Financial Bank & Trust40$1.27K<0.01%013F-HRTimeline
True Wealth Design, LLC40$1.27K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC39$1K<0.01%013F-HRTimeline
Arax Advisory Partners15$477<0.01%-37213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\11$349<0.01%new13F-HRTimelineGroup
SJS Investment Consulting Inc.9$286<0.01%new13F-HRTimeline
JPL Wealth Management, LLC6$191<0.01%new13F-HR/ATimeline
ASSETMARK, INCin group ASSETMARK, INC4$127<0.01%013F-HRTimelineGroup
IFP Advisors, Inc2$63<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$32<0.01%013F-HRTimelineGroup
GHP Investment Advisors, Inc.1$32<0.01%new13F-HRTimeline
Covestor Ltd2$00%+113F-HRTimelineValue filed as zero, left out of ratios.