Financial Institutions, Inc.

Historical 13F Holders

Symbol: FISI
CUSIP: 317585404
All holders as of: Q2 2026
Type: Equity
Class: COM

Reported Value, Excluding Options

Total Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing for 317585404 since 12/18/2024, newest first.

Filer	% of Class	Shares	Form	Filed
BlackRock, Inc. 13G/A Amendment 16	8.3%	1,632,496	13G/A Amendment 16	7/28/2026 Event 6/30/2026
Dimensional Fund Advisors LP 13G	5.1%	1,002,481	13G	7/14/2026 Event 6/30/2026
Wellington Management Group LLP 13G/A Amendment 1	4.6%	900,493	13G/A Amendment 1	5/15/2026 Event 3/31/2026
Wellington Management Group LLP	4.6%	900,493
Wellington Group Holdings LLP	4.6%	900,493
Wellington Investment Advisors Holdings LLP	4.6%	900,493
Vanguard Group Inc 13G/A Amendment 1	0%	0	13G/A Amendment 1	3/26/2026 Event 3/13/2026
Wellington Management Group LLP 13G	5.2%	1,049,295	13G	2/10/2026 Event 12/31/2025
Wellington Management Group LLP	5.2%	1,049,295
Wellington Group Holdings LLP	5.2%	1,049,295
Wellington Investment Advisors Holdings LLP	5.2%	1,049,295
Wellington Management Company LLP	5.2%	1,049,295
PL Capital Advisors, LLC 13D/A Amendment 2	8.9%	1,785,686	13D/A Amendment 2	10/2/2025 Event 9/30/2025
PL Capital Advisors, LLC	8.8%	1,774,886
Lashley Richard J	8.9%	1,785,686
Palmer John W	8.8%	1,778,886
Black Maple Capital Management LP	0.2%	31,989
Black Maple Capital Holdings LLC	0.2%	31,989
Barnard Robert James	0.2%	31,989
Danielle Morgan Lashley 2010 Trust	<0.1%	3,000
Lashley Danielle Morgan	<0.1%	3,000
Lashley Family 2011 Trust	<0.1%	5,100
Lashley Beth	<0.1%	5,100
Lashley Family 2012 Trust	<0.1%	3,000
Lashley Robin	<0.1%	1,200
Caitlin Anne Lashley 2010 Trust	<0.1%	1,500
Fanelli Caitlin (nee Lashley)	<0.1%	1,500
PL Capital Advisors, LLC 13D/A Amendment 1	7.5%	1,502,063	13D/A Amendment 1	8/15/2025 Event 8/13/2025
PL Capital Advisors, LLC	7.4%	1,491,363
Lashley Richard J	7.5%	1,502,063
Palmer John W	7.4%	1,495,363
Black Maple Capital Management LP	0.1%	29,325
Black Maple Capital Holdings LLC	0.1%	29,325
Barnard Robert James	0.1%	29,325
Danielle Morgan Lashley 2010 Trust	<0.1%	3,000
Danielle Morgan Lashley	<0.1%	3,000
Lashley Family 2011 Trust	<0.1%	5,100
Beth Lashley	<0.1%	5,100
Lashley Family 2012 Trust	<0.1%	3,000
Robin Lashley	<0.1%	1,200
Caitlin Anne Lashley 2010 Trust	<0.1%	1,500
Caitlin Fanelli (nee Lashley)	<0.1%	1,500
Dimensional Fund Advisors LP 13G/A Amendment 1	5.0% Checked 5% or less	1,005,153	13G/A Amendment 1	7/15/2025 Event 6/30/2025
Vanguard Group Inc 13G	5.1%	1,031,395	13G	4/30/2025 Event 3/31/2025
Dimensional Fund Advisors LP 13G	5.3%	1,060,813	13G	4/15/2025 Event 3/31/2025
PL Capital Advisors, LLC 13D	6.3%	1,264,801	13D	3/18/2025 Event 3/12/2025
PL Capital Advisors, LLC	6.3%	1,260,801
Palmer John W	6.3%	1,264,801
Lashley Richard J	6.3%	1,264,001
Black Maple Capital Management LP	0%	13,000
Black Maple Capital Holdings LLC	0%	13,000
Robert Barnard	0%	13,000
Danielle Morgan Lashley 2010 Trust	0%	2,000
Danielle Lashley	0%	2,000
Lashley Family 2011 Trust	0%	5,100
Beth Lashley	0%	5,100
Robin Lashley	0%	1,200
BlackRock, Inc. 13G/A Amendment 15	6.9%	1,348,563	13G/A Amendment 15	2/5/2025 Event 12/31/2024
Vanguard Group Inc 13G/A Amendment 2	4.8%	925,285	13G/A Amendment 2	1/30/2025 Event 12/31/2024
Dimensional Fund Advisors LP 13G/A Amendment 9	5.0% Checked 5% or less	971,659	13G/A Amendment 9	1/23/2025 Event 12/31/2024

13F Holders by Quarter

Period	Filings	Shares, Excl. Options	Value, Excl. Options	Options Value
2026 Q3	10	222 k	$8.67 M	$0
2026 Q2	163	15.7 M	$612 M	$468 k
2026 Q1	153	15.9 M	$503 M	$257 k
2025 Q4	151	15.8 M	$492 M	$0
2025 Q3	144	16.7 M	$454 M	$0
2025 Q2	131	16.3 M	$418 M	$0
2025 Q1	135	16.6 M	$413 M	$0
2024 Q4	147	15.4 M	$420 M	$24.6 k
2024 Q3	126	12.0 M	$289 M	$33.1 k
2024 Q2	113	10.5 M	$202 M	$58.0 k
2024 Q1	107	10.5 M	$198 M	$65.9 k
2023 Q4	108	10.3 M	$219 M	$21.3 k
2023 Q3	113	10.0 M	$169 M	$90.9 k
2023 Q2	108	10.3 M	$162 M	$37.8 k
2023 Q1	109	10.5 M	$203 M	$120 k
2022 Q4	117	11.0 M	$268 M	$24.4 k
2022 Q3	114	10.6 M	$254 M	$0
2022 Q2	119	10.6 M	$277 M	$1.11 M
2022 Q1	136	10.7 M	$322 M	$2.86 M
2021 Q4	132	11.0 M	$349 M	$3.05 M
2021 Q3	116	10.9 M	$334 M	$0
2021 Q2	117	10.9 M	$328 M	$0
2021 Q1	114	10.9 M	$329 M	$0
2020 Q4	113	12.1 M	$272 M	$0
2020 Q3	119	10.8 M	$167 M	$0
2020 Q2	115	11.4 M	$212 M	$0
2020 Q1	124	11.3 M	$205 M	$0
2019 Q4	132	11.6 M	$374 M	$0
2019 Q3	131	11.4 M	$344 M	$0
2019 Q2	127	11.5 M	$335 M	$0
2019 Q1	125	11.3 M	$308 M	$0
2018 Q4	125	11.5 M	$295 M	$0
2018 Q3	129	11.7 M	$367 M	$0
2018 Q2	118	11.3 M	$371 M	$0
2018 Q1	116	11.3 M	$335 M	$0
2017 Q4	121	11.1 M	$345 M	$0
2017 Q3	116	10.8 M	$311 M	$0
2017 Q2	112	10.1 M	$302 M	$0
2017 Q1	113	9.27 M	$305 M	$0
2016 Q4	113	9.10 M	$311 M	$0
2016 Q3	93	8.67 M	$235 M	$0
2016 Q2	92	8.61 M	$224 M	$0
2016 Q1	82	8.78 M	$255 M	$0
2015 Q4	85	8.57 M	$240 M	$0
2015 Q3	79	8.56 M	$212 M	$0
2015 Q2	78	8.37 M	$208 M	$0
2015 Q1	83	8.30 M	$190 M	$0
2014 Q4	88	8.46 M	$213 M	$0
2014 Q3	88	8.54 M	$192 M	$0
2014 Q2	84	9.03 M	$212 M	$0
2014 Q1	84	8.86 M	$204 M	$0