Financial Institutions Inc

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Stock Issuer and Owners

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Financial Institutions Inc
TickerFISI
CIK #0000862831
CUSIP317585404
SectorFinance - National Commercial Banks
Address220 Liberty Street, Warsaw, NY 14569
Source [EDGAR]
CIK Filing 2011 - 2025
[0000862831] 10-K
[0000862831] 10-Q
[0000862831] 3
[0000862831] 4
[0000862831] 5
[0000862831] 8-K
[0000862831] D
[0000862831] SC 13D
[0000862831] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Vanguard Group Inc Financial Institutions Inc [2025-04-30] 0.0
Dimensional Fund Advisors LP Financial Institutions Inc [2025-04-15] 0.0
PL Capital Advisors LLC Financial Institutions Inc [2025-03-18] 0.0
Dimensional Fund Advisors LP Financial Institutions Inc [2017-02-09] 5.75
Dimensional Fund Advisors LP Financial Institutions Inc [2016-02-09] 5.21
Clover Partners LP Financial Institutions Inc [2015-12-16] 5.2
Ameriprise Financial Inc Financial Institutions Inc [2015-02-17] 5.75
Wellington Management Co LLP Financial Institutions Inc [2013-02-14] 6.9
Form 3/4/5 Filer 2011 - 2025
Byers Sandra L
Financial Institutions Inc
Zupan Mark
Burlew Dawn H
Harting Bruce W
Glaser Robert M
DORN Andrew W Jr
Boswell Donald
VanGelder Kim E
Panzarella Angela J
Latella Robert N
Holliday Susan R
Schrader Robert L.
Marks Eric W
Quinn Kevin B
Collins Laurie R
Burruano Samuel J Jr
Plants William Jack II
Birmingham Martin Kearney
Pacos Gary A
Jones Blake G
Gullo Samuel M
Riveros Mauricio F
Dumbleton Sonia Marie
Whiting Reid A
Bigham Justin K.
Willett Sean M
Phillips Randall R.
Burton Craig J
Case David G
Anderson Karl Valentine Jr
Dugan Joseph L
Kreienberg William L
Benjamin Valerie C
Grover Michael David
Bowers Bethany L.
Oexle Edward S
Klotzbach Kevin B
Burneal Michael D
Wyckoff James H
Kailbourne Erland E
Kenefick Jeffrey Patrick
Guarino Charles J
Dolan Paula Dollinger
Caraccio Vito
Benjamin John E
Harrison Richard J
Robinson James Leon
Winn Kenneth Vincent
McLaughlin Ronald Mitchell
Humphrey Peter G
Dambra Barton P
Krebs Karl Francis
Bartol Rita Marie
Rizzo John Leonard
HAGI George Daniel
Witkowski John Joseph
Form 13F Holdings
Firm Period DFND Voting Shares
BlackRock, Inc. [2025-06-30] SOLE 1,453,151 1,490,512
PL Capital Advisors LLC [2025-06-30] SOLE 1,261,010 1,361,510
Vanguard Group Inc [2025-06-30] SOLE 0 1,038,476
Dimensional Fund Advisors LP [2025-06-30] SOLE 942,746 962,083
Fourthstone LLC [2025-06-30] SOLE 846,661 846,661
Adage Capital Partners GP LLC [2025-06-30] SOLE 778,821 778,821
Wellington Management Group LLP [2025-06-30] DFND 0 549,527
State Street Corp [2025-06-30] DFND 111,462 523,730
Geode Capital Management LLC [2025-06-30] DFND 477,865 477,865
Ategra Capital Management LLC [2025-06-30] DFND 0 436,758
Verition Fund Management LLC [2025-06-30] SOLE 405,319 405,319
Hotchkis & Wiley Capital Management LLC [2025-06-30] SOLE 319,648 384,248
JPMorgan Chase & Co [2025-06-30] DFND 301,446 342,834
Renaissance Technologies LLC [2025-06-30] SOLE 301,000 301,000
Canandaigua National Bank & Trust Co [2025-06-30] SOLE 279,830 279,830
Courier Capital LLC [2025-06-30] SOLE 0 252,523
Morgan Stanley [2025-06-30] DFND 143,703 251,521
American Century Companies Inc [2025-06-30] DFND 251,336 251,336
Proshare Advisors LLC [2025-06-30] SOLE 236,320 236,320
LSV Asset Management [2025-06-30] SOLE 127,937 236,037
Rhino Investment Partners Inc [2025-06-30] SOLE 220,245 220,245
AllianceBernstein LP [2025-06-30] DFND 207,016 207,016
Northern Trust Corp [2025-06-30] DFND 169,939 170,239
Goldman Sachs Group Inc [2025-06-30] DFND 163,925 164,085
Charles Schwab Investment Management Inc [2025-06-30] SOLE 161,438 161,438
Maltese Capital Management LLC [2025-06-30] DFND 156,800 156,800
Bridgeway Capital Management LLC [2025-06-30] SOLE 144,892 144,892
Bank of New York Mellon Corp [2025-06-30] DFND 126,212 138,964
Palisades Investment Partners LLC [2025-06-30] SOLE 112,978 136,916
Ategra Capital Management LLC [2025-06-30] SOLE 135,317 135,317
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