Financial Institutions Inc
Ownership
Ownership Structure
Who owns Financial Institutions Inc (FISI)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 87.9% of the shares are freely tradable; institutional investors hold 82.0%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| PL Capital Advisors, LLC | 9.22 | 1,816,102 | +0.0 | 06/30/2026 |
| BlackRock Inc | 8.46 | 1,667,260 | +12.8 | 06/30/2026 |
| Dimensional Fund Advisors, Inc. | 5.09 | 1,002,481 | +4.7 | 06/30/2026 |
| Vanguard Capital Management, LLC | 4.27 | 841,166 | +0.7 | 06/30/2026 |
| Adage Capital Partners Gp LLC | 4.24 | 834,969 | -12.0 | 06/30/2026 |
| Acadian Asset Management LLC | 3.01 | 593,367 | +7.0 | 06/30/2026 |
| State Street Corp | 3.01 | 592,493 | +2.3 | 06/30/2026 |
| Geode Capital Management, LLC | 2.98 | 586,724 | +3.2 | 06/30/2026 |
| Ategra Capital Management LLC | 2.86 | 564,100 | +0.0 | 06/30/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Vanguard MStar Total Stk Mkt Idx Invest | 3.02 | 595,014 | +0.0 | 09/30/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Zupan Mark | Director | 15,909 | 626,815 $ | Sep 2, 2026 | direct |
| Jones Blake G | Chief Marketing Officer | 640 | 25,216 $ | Sep 25, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 25, 2026 | Jones Blake G | Chief Marketing Officer | Other | 360 | 40.23 | 14,483 |
| Sep 25, 2026 | Jones Blake G | Chief Marketing Officer | Other | 1,000 | 0.00 | – |
| Sep 2, 2026 | Zupan Mark | Director | Buy | 608 | 40.77 | 24,789 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: October 30, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.