Financial Institutions, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| PL CAPITAL ADVISORS, LLC | 10/29/2024 | 1.77 M | $29.07 M | 407.96% | 11.46% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 1.38 M | $35.20 M | 100.00% | 8.94% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 956,926 | $24.37 M | -1.16% | 6.19% |
| VANGUARD GROUP INC | 11/13/2024 | 818,673 | $20.85 M | 1.73% | 5.29% |
| ATEGRA CAPITAL MANAGEMENT, LLC | 11/13/2024 | 572,075 | $14.57 B | 100.00% | 3.70% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/18/2024 | 453,352 | $11.55 M | 0.03% | 2.93% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 354,685 | $9.04 M | 2.03% | 2.29% |
| COURIER CAPITAL LLC | 10/22/2024 | 350,239 | $8.92 M | 2.36% | 2.26% |
| LSV ASSET MANAGEMENT | 11/12/2024 | 344,957 | $8.79 M | 0.00% | 2.23% |
| ACADIAN ASSET MANAGEMENT LLC | 11/12/2024 | 340,707 | $8.68 M | 5.07% | 2.20% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 307,683 | $7.84 M | 14.99% | 1.99% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 293,500 | $7.48 M | -11.73% | 1.90% |
| CANANDAIGUA NATIONAL BANK & TRUST CO | 10/03/2024 | 289,860 | $7.38 M | -1.89% | 1.87% |
| STATE STREET CORP | 11/14/2024 | 283,707 | $7.31 M | 6.53% | 1.83% |
| MORGAN STANLEY | 11/14/2024 | 252,853 | $6.44 M | 4.23% | 1.64% |
| MODERN WEALTH MANAGEMENT, LLC | 11/05/2024 | 194,766 | $4.96 M | -0.47% | 1.26% |
| ZACKS INVESTMENT MANAGEMENT | 11/14/2024 | 184,767 | $4.71 M | 100.00% | 1.19% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 11/14/2024 | 145,058 | $3.69 M | -11.88% | 0.94% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 142,814 | $3.64 M | -8.01% | 0.92% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2024 | 136,450 | $3.48 M | 2.52% | 0.88% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 124,428 | $3.17 M | 0.34% | 0.80% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/14/2024 | 123,825 | $3.15 M | -3.30% | 0.80% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 114,904 | $2.93 M | 11.17% | 0.74% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 111,940 | $2.85 M | 44.74% | 0.72% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 11/08/2024 | 97,559 | $2.48 M | 32.42% | 0.63% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2024 | 80,184 | $2.04 M | 26.85% | 0.52% |
| TWO SIGMA ADVISERS, LP | 11/14/2024 | 76,887 | $1.96 M | -5.88% | 0.50% |
| EMPOWERED FUNDS, LLC | 11/06/2024 | 66,450 | $1.69 M | 5.31% | 0.43% |
| FIRST TRUST ADVISORS LP | 11/13/2024 | 63,691 | $1.62 M | 100.00% | 0.41% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 11/14/2024 | 59,725 | $1.52 M | 1.94% | 0.39% |
| NEW YORK STATE COMMON RETIREMENT FUND | 10/28/2024 | 59,415 | $1.51 M | 0.00% | 0.38% |
| MARTINGALE ASSET MANAGEMENT L P | 11/14/2024 | 57,035 | $1.45 M | 6.74% | 0.37% |
| SEGALL BRYANT & HAMILL, LLC | 11/08/2024 | 53,556 | $1.36 M | 100.00% | 0.35% |
| THRIVENT FINANCIAL FOR LUTHERANS | 11/07/2024 | 50,288 | $1.28 M | -21.74% | 0.33% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 49,615 | $1.26 M | -5.37% | 0.32% |
| CUTLER CAPITAL MANAGEMENT, LLC | 11/13/2024 | 45,725 | $1.16 M | 0.00% | 0.30% |
| BARCLAYS PLC | 11/19/2024 | 44,798 | $1.14 M | 48.38% | 0.29% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 42,865 | $1.09 M | 0.00% | 0.28% |
| FMR LLC | 11/13/2024 | 38,368 | $977,232 | 18.63% | 0.25% |
| VICTORY CAPITAL MANAGEMENT INC | 11/05/2024 | 36,500 | $929,655 | -2.67% | 0.24% |
| INVESCO LTD. | 11/12/2024 | 36,233 | $922,854 | -44.05% | 0.23% |
| CITADEL ADVISORS LLC | 11/14/2024 | 25,149 | $640,546 | -18.08% | 0.16% |
| GLOBEFLEX CAPITAL L P | 11/13/2024 | 24,992 | $636,546 | 0.00% | 0.16% |
| RHUMBLINE ADVISERS | 11/12/2024 | 23,192 | $590,691 | -3.74% | 0.15% |
| STRS OHIO | 11/01/2024 | 22,200 | $565,434 | -21.55% | 0.14% |
| LAZARD ASSET MANAGEMENT LLC | 11/14/2024 | 22,027 | $561,000 | 59.37% | 0.14% |
| FOURTHSTONE LLC | 11/14/2024 | 20,350 | $518,315 | 100.00% | 0.13% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 11/04/2024 | 20,160 | $513,475 | 100.00% | 0.13% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 19,817 | $504,738 | -2.14% | 0.13% |
| JPMORGAN CHASE & CO | 12/26/2024 | 18,108 | $461,210 | 32.69% | 0.12% |
Financial Institutions, Inc.institutional Ownership - FAQ's
During the previous two years, 167 institutional investors and hedge funds held shares of Financial Institutions, Inc.. The most heavily invested institutionals were:
PL Capital Advisors, LLC: 1.77 M
BlackRock Funding, Inc. /DE: 1.38 M
DIMENSIONAL FUND ADVISORS LP: 956,926
VANGUARD GROUP INC: 818,673
Ategra Capital Management, LLC: 572,075
COMMONWEALTH EQUITY SERVICES, LLC: 453,352
77.75% of Financial Institutions, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 15.52 M shares in the last 24 months. This purchase volume represents approximately $414.89 M in transactions.