Financial Institutions, Inc. Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
BLACKROCK, INC. | 05/02/2025 | 1.54 M | $38.39 M | 14.06% | 7.66% |
PL CAPITAL ADVISORS, LLC | 05/13/2025 | 1.26 M | $31.47 M | 153.34% | 6.28% |
DIMENSIONAL FUND ADVISORS LP | 05/13/2025 | 1.06 M | $26.48 M | 9.18% | 5.28% |
VANGUARD GROUP INC | 05/09/2025 | 1.03 M | $25.74 M | 11.47% | 5.14% |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 05/15/2025 | 775.17 K | $19.35 M | 89.41% | 3.86% |
WELLINGTON MANAGEMENT GROUP LLP | 05/13/2025 | 612.13 K | $15.28 M | -8.69% | 3.05% |
ATEGRA CAPITAL MANAGEMENT, LLC | 05/15/2025 | 572.08 K | $14.28 M | 0.00% | 2.85% |
FOURTHSTONE LLC | 05/14/2025 | 547.09 K | $13.66 M | 71.90% | 2.73% |
VERITION FUND MANAGEMENT LLC | 05/15/2025 | 450.49 K | $11.24 M | 22.47% | 2.24% |
GEODE CAPITAL MANAGEMENT, LLC | 05/13/2025 | 450.10 K | $11.24 M | 28.13% | 2.24% |
COMMONWEALTH EQUITY SERVICES, LLC | 05/09/2025 | 413.30 K | $10.32 M | -8.74% | 2.06% |
AMERICAN CENTURY COMPANIES INC | 05/13/2025 | 379.20 K | $9.46 M | -10.74% | 1.89% |
COURIER CAPITAL LLC | 04/14/2025 | 352.58 K | $8.80 M | 0.13% | 1.76% |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 05/14/2025 | 348.48 K | $8.70 M | 132.85% | 1.74% |
JPMORGAN CHASE & CO | 05/12/2025 | 330.65 K | $8.25 M | 437.79% | 1.65% |
LSV ASSET MANAGEMENT | 05/09/2025 | 325.76 K | $8.13 M | -3.92% | 1.62% |
RHINO INVESTMENT PARTNERS, INC | 05/14/2025 | 313.08 K | $7.81 M | 19.93% | 1.56% |
STATE STREET CORP | 05/15/2025 | 311.18 K | $7.86 M | 6.07% | 1.55% |
ACADIAN ASSET MANAGEMENT LLC | 05/21/2025 | 308.19 K | $7.69 M | -11.98% | 1.54% |
RENAISSANCE TECHNOLOGIES LLC | 05/14/2025 | 302.90 K | $7.56 M | -1.30% | 1.51% |
CANANDAIGUA NATIONAL BANK & TRUST CO | 04/25/2025 | 280.05 K | $6.99 M | -1.29% | 1.40% |
MALTESE CAPITAL MANAGEMENT LLC | 05/15/2025 | 226.10 K | $5.64 M | 0.00% | 1.13% |
STIEVEN CAPITAL ADVISORS, L.P. | 05/01/2025 | 225.50 K | $5.63 M | 0.22% | 1.12% |
MORGAN STANLEY | 05/15/2025 | 223.86 K | $5.59 M | -5.74% | 1.12% |
NORTHERN TRUST CORP | 05/13/2025 | 219.09 K | $5.47 M | 11.86% | 1.09% |
ALLIANCEBERNSTEIN L.P. | 05/15/2025 | 197.33 K | $4.93 M | -14.58% | 0.98% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/09/2025 | 160.34 K | $4.00 M | 27.94% | 0.80% |
MILLENNIUM MANAGEMENT LLC | 05/15/2025 | 147.33 K | $3.68 M | 458.54% | 0.73% |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2025 | 144.84 K | $3.62 M | 3.56% | 0.72% |
PALISADES INVESTMENT PARTNERS, LLC | 04/30/2025 | 138.15 K | $3.45 M | -0.27% | 0.69% |
BANK OF NEW YORK MELLON CORP | 04/29/2025 | 138.10 K | $3.45 M | 9.04% | 0.69% |
JACOBS ASSET MANAGEMENT, LLC | 05/14/2025 | 124.70 K | $3.11 M | -17.67% | 0.62% |
ENDEAVOUR CAPITAL ADVISORS INC | 05/13/2025 | 115.69 K | $2.89 M | 0.17% | 0.58% |
MENDON CAPITAL ADVISORS CORP | 05/21/2025 | 111.72 K | $2.79 M | 11.72% | 0.56% |
TWO SIGMA INVESTMENTS, LP | 05/15/2025 | 105.95 K | $2.64 M | 19.56% | 0.53% |
BANC FUNDS CO LLC | 05/14/2025 | 104.00 K | $2.60 M | 0.00% | 0.52% |
RMB CAPITAL MANAGEMENT, LLC | 05/15/2025 | 100.00 K | $2.50 M | 12.33% | 0.50% |
AQR CAPITAL MANAGEMENT LLC | 05/15/2025 | 97.21 K | $2.43 M | 12.23% | 0.48% |
TWO SIGMA ADVISERS, LP | 05/15/2025 | 88.99 K | $2.22 M | 12.95% | 0.44% |
FRANKLIN RESOURCES INC | 05/13/2025 | 88.14 K | $2.20 M | 13.06% | 0.44% |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2025 | 86.42 K | $2.16 M | -19.07% | 0.43% |
SEGALL BRYANT & HAMILL, LLC | 05/02/2025 | 81.24 K | $2.03 M | -2.92% | 0.40% |
BAYVIEW ASSET MANAGEMENT, LLC | 05/14/2025 | 80.09 K | $2.00 M | -53.41% | 0.40% |
EMPOWERED FUNDS, LLC | 05/16/2025 | 74.84 K | $1.87 M | 7.13% | 0.37% |
AMERIPRISE FINANCIAL INC | 05/14/2025 | 74.65 K | $1.86 M | -44.80% | 0.37% |
GOLDMAN SACHS GROUP INC | 06/27/2025 | 74.00 K | $1.85 M | -30.93% | 0.37% |
FIRST TRUST ADVISORS LP | 05/14/2025 | 72.20 K | $1.80 M | 23.87% | 0.36% |
FEDERATED HERMES, INC. | 05/08/2025 | 69.27 K | $1.73 M | 0.00% | 0.35% |
PRUDENTIAL FINANCIAL INC | 05/13/2025 | 61.78 K | $1.54 M | -67.04% | 0.31% |
NEW YORK STATE COMMON RETIREMENT FUND | 05/01/2025 | 59.42 K | $1.48 M | 0.00% | 0.30% |
Financial Institutions, Inc. institutional Ownership - FAQ's
During the previous two years, 137 institutional investors and hedge funds held shares of Financial Institutions, Inc.. The most heavily invested institutionals were:
COLDSTREAM CAPITAL MANAGEMENT INC: 0
IFP Advisors, Inc: 0
INTECH INVESTMENT MANAGEMENT LLC: 0
THRIVENT FINANCIAL FOR LUTHERANS: 0
Covestor Ltd: 0
Stephens Consulting, LLC: 0
81.60% of Financial Institutions, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 11.67 M shares in the last 24 months. This purchase volume represents approximately $303.54 M in transactions.