$FISI

$40.81 +$0.23 (0.57%) Close

$FISI Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 19.7M shares outstanding

Who owns FISI?

By type of holder

Institutions 79.8% Insiders 2.8% Everyone else 17.5%

Concentration Top 10 holders own 58.4%

PL Capital Advisors, LLC 9.2% · Lashley Richard J 9.1%

Institutional ownership

79.8%

-0.7 pts vs last qtr

Institutional holders

159

+7 vs last qtr

Net shares bought

−141.2K

by institutions in Q2 2026

New / sold out

26 / 19

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

American Century Companies Inc +261.9K
BlackRock, Inc. +189.2K

Biggest sellers in Q2 2026

Wellington Management Group LLP −837.5K
ProShare Advisors LLC SOLD OUT −204.3K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Financial Institutions Inc in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+40.2%

+3.83% a year

Each share's claim on the business

−28.7%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$37.8M vs $16.7M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years63% 3–5 years14% 1–3 years13% Under 1 year9%

Quarterly turnover

12.5%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting FISI on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
PC PL Capital Advisors, LLC 13D · 8.8%	1.8M	9.22%	Unchanged	2021	19.7%
Shares held by quarter Peak holding1.8M (Q1'26) Change over 8 quarters+44.6K Share of the company9.220% Disclosed stake13D · 8.8% PL Capital Advisors, LLC's full portfolio →
B BlackRock, Inc.	1.7M	8.46%	+189.2K (+12.8%)	≤2021	0.0%
Shares held by quarter Peak holding1.7M (Q2'26) Change over 8 quarters+285.1K Share of the company8.460% BlackRock, Inc.'s full portfolio →

PL Capital Advisors, LLC

13D · 8.8%

1.8M

% of company

9.22%

Change vs last qtr

Unchanged

Held since

2021

BlackRock, Inc.

1.7M

% of company

8.46%

Change vs last qtr

+189.2K (+12.8%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Financial Institutions Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting FISI on Form N-PORT; together they hold 28.5% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$23.2M	595.0K	3.02%	0.00%	June 30, 2026
IR iShares Russell 2000 ETF iShares Trust	$22.4M	574.4K	2.91%	0.03%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$23.2M

% of company

3.02%

% of the fund

0.00%

As of

June 30, 2026

iShares Russell 2000 ETF

iShares Trust

Position value

$22.4M

% of company

2.91%

% of the fund

0.03%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Financial Institutions Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
LR Lashley Richard J 5%+ holder 13D · 8.9%	1.8M	9.06%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company9.060% Disclosed stake13D · 8.9% View the 13D/G filing →
PJ Palmer John W 5%+ holder 13D · 8.8%	1.8M	9.03%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company9.030% Disclosed stake13D · 8.8% View the 13D/G filing →

Lashley Richard J

5%+ holder13D · 8.9%

1.8M

% of company

9.06%

Change vs last qtr

—

Held since

—

Palmer John W

5%+ holder13D · 8.8%

1.8M

% of company

9.03%

Change vs last qtr

—

Held since

—

23 more holders behind a free account

See every insider and 5%+ holder of Financial Institutions Inc.

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