Financial Institutions, Inc.
Financial Institutions, Inc. (FISI) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · FISI · as of Sep 30, 2025
Ownership Breakdown
141
Institutional Holders
▲ 14 vs Q2
$443.93M
Total Inst. Value
▲ $26.14M vs Q2
19.69M
Shares Outstanding
freeFloat 87.93%
16.31M
13F Shares Held
▲ 49,654 vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
FISI largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
PL CAPITAL ADVISORS, LLC national commercial banks | 1.77M | 8.84% | 8.84% | $48.28B | Nov 4, 2025 | ▲ 413.4K |
BLACKROCK, INC. national commercial banks | 1.45M | 7.23% | 7.23% | $39.46B | Nov 12, 2025 | ▼ 39.7K |
VANGUARD GROUP INC national commercial banks | 1.10M | 5.46% | 5.46% | $29.80B | Nov 7, 2025 | ▲ 40.2K |
DIMENSIONAL FUND ADVISORS LP national commercial banks | 951.1K | 4.74% | 4.74% | $25.87B | Nov 12, 2025 | ▼ 54.0K |
ADAGE CAPITAL PARTNERS GP, L.L.C. national commercial banks | 811.2K | 4.04% | 4.04% | $22.07B | Nov 14, 2025 | ▲ 32.4K |
WELLINGTON MANAGEMENT GROUP LLP national commercial banks | 736.8K | 3.67% | 3.67% | $20.04B | Nov 14, 2025 | ▲ 187.3K |
ATEGRA CAPITAL MANAGEMENT, LLC national commercial banks | 572.1K | 2.85% | 2.85% | $15.56B | Nov 14, 2025 | — held |
STATE STREET CORP national commercial banks | 544.7K | 2.71% | 2.71% | $14.98B | Nov 14, 2025 | ▲ 20.9K |
GEODE CAPITAL MANAGEMENT, LLC national commercial banks | 486.0K | 2.42% | 2.42% | $13.22B | Nov 12, 2025 | ▲ 8.1K |
PROSHARE ADVISORS LLC national commercial banks | 459.8K | 2.29% | 2.29% | $12.51B | Nov 6, 2025 | ▲ 223.5K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
26
Increased
+1.39M shares0
New Positions
first time holders18
Decreased
−1.33M shares0
Sold Out
fully exitedNet shares change (top 50)
+54.9K
+1.39M / −1.33M
Net new holders
+8
0 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
FISI insider trading · insider activity
Source: SEC Form 4
0
Buy transactions
1
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
HOLLIDAY SUSAN R director | May 20, 2026 | Award | 1,282 | — | — | 41.7K | Form 4 ↗ |
DORN ANDREW W JR director | May 20, 2026 | Award | 1,282 | — | — | 39.1K | Form 4 ↗ |
VanGelder Kim E director | May 20, 2026 | Award | 1,282 | — | — | 30.4K | Form 4 ↗ |
HARTING BRUCE W director | May 20, 2026 | Award | 1,282 | — | — | 7.4K | Form 4 ↗ |
Zupan Mark director | May 20, 2026 | Award | 1,282 | — | — | 15.3K | Form 4 ↗ |
Burlew Dawn H director | May 20, 2026 | Award | 313 | $35.10 | $11.0K | 22.3K | Form 4 ↗ |
Burlew Dawn H director | May 20, 2026 | Award | 1,282 | — | — | 21.9K | Form 4 ↗ |
PANZARELLA ANGELA J director | May 20, 2026 | Award | 925 | $35.10 | $32.5K | 6.9K | Form 4 ↗ |
PANZARELLA ANGELA J director | May 20, 2026 | Award | 1,282 | — | — | 5.9K | Form 4 ↗ |
Latella Robert N director | May 20, 2026 | Award | 1,282 | — | — | 32.8K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Financial Institutions, Inc. (FISI) is primarily owned by institutional investors, who hold approximately 82.9% of total shares outstanding. Company insiders own approximately 12.07%, while retail and public investors account for the remaining 5.06%.
The largest institutional shareholder of Financial Institutions, Inc. is PL CAPITAL ADVISORS, LLC, holding approximately 1.77 million shares — equal to 8.84% of outstanding shares — as of September 30, 2025.
A total of 141 institutional investors currently hold FISI stock, with a combined institutional value of approximately $443,927,120 as of the most recent 13F filing period.
Frequently asked questions
FISI ownershipFinancial Institutions, Inc. (FISI) is primarily owned by institutional investors, who hold approximately 82.9% of shares. The largest shareholder is PL CAPITAL ADVISORS, LLC with a 8.84% stake. Company insiders hold 12.07%. Data sourced from SEC Form 13F as of September 30, 2025.