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Who Owns Financial Institutions Inc

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Financial Institutions Inc.

Who crossed 5% of FISI →
Managers holding
5
as of 2026-09-30
Reported value
$6M
summed across filings
Shares held
153.4K
Added vs trimmed
1 / 2
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
CANANDAIGUA NATIONAL BANK & TRUST COCom149.7K shtrimmed$5.8M
TOMPKINS FINANCIAL CORPCOM2.7K shheld$106.8K
GAMMA Investing LLCCommon Stock651 shadded$25.4K
Farther Finance Advisors, LLCStock237 shtrimmed$9.2K
GK Wealth Management LLCCOM90 sh—$3.5K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

More on FISI

Company overviewEverything on FISI in one place, with the price.SEC filingsWhat FISI's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat FISI's own officers and directors buy and sell.Executive payWhat FISI awarded its chief executive, and what it became.Funds holding itWhich funds and ETFs hold FISI, and how big a bet.LobbyingWhat FISI spends lobbying Congress, and on what.Who lobbies for itThe lobbyists on FISI's account, and who they worked for.

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