FINANCIAL INSTITUTIONS INC
Total Trades
12
Buys
12
Sells
0
Largest Trade
$100K–$500K
Insiders
10
Institutional Funds
113
Inst. Value
$1M+
Activist Filings
16
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| BOSWELL DONALD | Director | BUY | $1K–$15K | 890 | $16.74 | May 24, 2023 |
| HOLLIDAY SUSAN R | Director | BUY | $15K–$50K | 1K | $15.70 | May 15, 2023 |
| GULLO SAMUEL M | Director | BUY | $15K–$50K | 2K | $15.94 | May 10, 2023 |
| Glaser Robert M | Director | BUY | $15K–$50K | 2K | $14.56 | May 5, 2023 |
| Latella Robert N | Director | BUY | $100K–$500K | 10K | $15.06 | May 4, 2023 |
| BIRMINGHAM MARTIN KEARNEY | President & CEO | BUY | $15K–$50K | 2K | $16.25 | May 4, 2023 |
| DORN ANDREW W JR | Director | BUY | $15K–$50K | 1K | $16.21 | May 4, 2023 |
| Plants William Jack II | CFO | BUY | $15K–$50K | 2K | $16.17 | May 4, 2023 |
| Burruano Samuel J Jr | Executive Vice Pre… | BUY | $15K–$50K | 1K | $15.82 | May 4, 2023 |
| Collins Laurie R | Senior Vice Presid… | BUY | $15K–$50K | 800 | $24.75 | Mar 2, 2023 |
| Burruano Samuel J Jr | Executive Vice Pre… | BUY | $1K–$15K | 500 | $24.70 | Feb 9, 2023 |
| BIRMINGHAM MARTIN KEARNEY | President & CEO | BUY | $15K–$50K | 1K | $23.43 | Nov 7, 2022 |
Institutional Ownership
13F filings as of Dec 31, 2025 · 113 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| PL Capital Advisors, LLC | 1.8M | $1M+ | SH |
| DIMENSIONAL FUND ADVISORS LP | 916K | $1M+ | SH |
| STATE STREET CORP | 507K | $1M+ | SH |
| ACADIAN ASSET MANAGEMENT LLC | 426K | $1M+ | SH |
| GEODE CAPITAL MANAGEMENT, LLC | 417K | $1M+ | SH |
| COMMONWEALTH EQUITY SERVICES, LLC | 355K | $1M+ | SH |
| RENAISSANCE TECHNOLOGIES LLC | 271K | $1M+ | SH |
| Fourthstone LLC | 255K | $1M+ | SH |
| ALLIANCEBERNSTEIN L.P. | 240K | $1M+ | SH |
| Rhino Investment Partners, Inc | 216K | $1M+ | SH |
| ProShare Advisors LLC | 196K | $1M+ | SH |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 169K | $1M+ | SH |
| LSV ASSET MANAGEMENT | 168K | $1M+ | SH |
| CANANDAIGUA NATIONAL BANK & TRUST CO | 155K | $1M+ | SH |
| Palisades Investment Partners, LLC | 141K | $1M+ | SH |
| COURIER CAPITAL LLC | 116K | $1M+ | SH |
| MENDON CAPITAL ADVISORS CORP | 100K | $1M+ | SH |
| Verition Fund Management LLC | 97K | $1M+ | SH |
| MORGAN STANLEY | 97K | $1M+ | SH |
| Empowered Funds, LLC | 94K | $1M+ | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
Wellington Management Group LLP
SC 13G · Feb 10, 2026
5.2%
1.0M shares
SC 13D/A · Oct 2, 2025
8.8%
1.8M shares
SC 13D/A · Aug 15, 2025
7.4%
1.5M shares
SC 13G/A · Jul 15, 2025
5.0%
1.0M shares
SC 13G · Apr 30, 2025
5.1%
1.0M shares
SC 13G · Apr 15, 2025
5.3%
1.1M shares
SC 13D · Mar 18, 2025
6.3%
1.3M shares
SC 13G/A · Feb 5, 2025
6.9%
1.3M shares
SC 13G/A · Jan 31, 2025
4.8%
925K shares
SC 13G/A · Jan 23, 2025
5.0%
972K shares
SC 13G/A · Nov 12, 2024
5.3%
819K shares
SC 13G/A · Nov 4, 2024
5.3%
819K shares
SC 13G/A · Jan 25, 2024
9.0%
1.4M shares
Dimensional Fund Advisors LP 30-0447847
SC 13G/A · Feb 10, 2023
8.2%
1.3M shares
SC 13G/A · Feb 3, 2023
8.2%
1.3M shares
SC 13G/A · Feb 1, 2022
7.4%
1.2M shares