Financial Institutions Inc (FISI) Institutional Ownership

Ownership Summary

Financial Institutions Inc (NASDAQ:FISI) currently has 27 active institutional owners and shareholders as of today (December 2025), that have filed 13F forms with the Securities Exchange Commission (SEC).

• The percentage of Financial Institutions owned by institutions changed from 80.3% in September 2025 to 8.5% in December 2025, marking a slight down trend.
• In percentage terms, this reflects as a holdings change of 1.55% quarter on quarter, and a decrease of 81.38% year over year.
• Of these 27 institutional investors, 11 increased their holdings in Financial Institutions, while 8 of them reduced positions, and 8 investors maintained their exposure.
• The aggregate institutional position in Financial Institutions now stands at 1.73Mn shares as of December 2025, after investors increased their holdings (up by 26.35K shares quarter on quarter which is down 27.72Mn shares year over year).
• VANGUARD GROUP INC continues to be the largest institutional holder of Financial Institutions as of December 31, 2025, with a position of 1.16Mn shares, representing 5.70% of the company's outstanding stock.
• Among the most significant buyers of Financial Institutions during December 2025 were VANGUARD GROUP INC (61.60K), SG Americas Securities, LLC (8.35K), Daytona Street Capital LLC (8.00K), Palisades Investment Partners, LLC (3.42K), Farther Finance Advisors, LLC (156).
• Leading sellers of Financial Institutions stock in December 2025 included CANANDAIGUA NATIONAL BANK & TRUST CO (24.68K), COURIER CAPITAL LLC (17.11K), UBS Group AG (12.32K), THRIVENT FINANCIAL FOR LUTHERANS (1.17K), NISA INVESTMENT ADVISORS, LLC (134).
• The top 10 institutional holders of Financial Institutions for the quarter ending December 2025 included VANGUARD GROUP INC (1.16Mn), CANANDAIGUA NATIONAL BANK & TRUST CO (155.05K), Palisades Investment Partners, LLC (140.94K), COURIER CAPITAL LLC (115.90K), THRIVENT FINANCIAL FOR LUTHERANS (52.20K), Universal- Beteiligungs- und Servicegesellschaft mbH (46.18K), UBS Group AG (26.10K), CWM, LLC (8.57K), SG Americas Securities, LLC (8.35K), Daytona Street Capital LLC (8.00K).