金融機構公司
US ˙ NasdaqGS ˙ US3175854047

SecurityFISI / Financial Institutions, Inc.
InstitutionCitigroup Inc
Latest Disclosed Ownership15,445 shares
Latest Disclosed Value $ 489,761
Citigroup Inc reports 37.47% increase in ownership of FISI / Financial Institutions, Inc.

On May 11, 2026 - Citigroup Inc filed a 13F-HR form disclosing ownership of 15,445 shares of Financial Institutions, Inc. (US:FISI) valued at $489,761 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 11,235 shares of Financial Institutions, Inc.. This represents a change in shares of 37.47% during the quarter. The current value of the position is $565,596 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-11 2026-03-31 13F FINANCIAL INSTITUTIONS COM 317585404 15,445 4,210 37.47 490 39.71 0.0001
2026-02-13 2025-12-31 13F FINANCIAL INSTNS COM 317585404 11,235 -3,356 -23.00 350 -11.62 0.0002
2025-11-10 2025-09-30 13F FINANCIAL INSTNS COM 317585404 14,591 -8,008 -35.44 397 -31.72 0.0002
2025-08-11 2025-06-30 13F FINANCIAL INSTNS COM 317585404 22,599 7,894 53.68 580 58.04 0.0003
2025-05-12 2025-03-31 13F FINANCIAL INSTNS COM 317585404 14,705 1,810 14.04 367 4.56 0.0002
2025-02-12 2024-12-31 13F FINANCIAL INSTNS COM 317585404 12,895 1,035 8.73 352 16.23 0.0002
2024-11-12 2024-09-30 13F FINANCIAL INSTNS COM 317585404 11,860 7,874 197.54 302 292.21 0.0002
2024-08-12 2024-06-30 13F FINANCIAL INSTNS COM 317585404 3,986 730 22.42 77 26.23 0.0000
2024-05-10 2024-03-31 13F FINANCIAL INSTNS COM 317585404 3,256 820 33.66 61 19.61 0.0000
2024-02-09 2023-12-31 13F FINANCIAL INSTNS COM 317585404 2,436 2,290 1,568.49 52 2,450.00 0.0000
2023-12-06 2023-09-30 13F/A-1 FINANCIAL INSTNS COM 317585404 146 -4,412 -96.80 2 -97.18 0.0000
2023-11-09 2023-09-30 13F FINANCIAL INSTNS COM 317585404 146 -4,412 2 0.0000
2023-08-10 2023-06-30 13F FINANCIAL INSTNS COM 317585404 4,558 4,536 20,618.18 72 0.0000
2023-05-11 2023-03-31 13F FINANCIAL INSTNS COM 317585404 22 -1,736 -98.75 0 -100.00 0.0000
2023-02-09 2022-12-31 13F FINANCIAL INSTNS COM 317585404 1,758 1,151 189.62 43 180.00 0.0000
2022-11-10 2022-09-30 13F FINANCIAL INSTNS COM 317585404 607 -663 -52.20 15 -54.55 0.0000
2022-08-10 2022-06-30 13F FINANCIAL INSTNS COM 317585404 1,270 299 30.79 33 13.79 0.0000
2022-05-12 2022-03-31 13F FINANCIAL INSTNS COM 317585404 971 -3,019 -75.66 29 -77.17 0.0000
2022-02-10 2021-12-31 13F FINANCIAL INSTNS COM 317585404 3,990 2,231 126.83 127 135.19 0.0001
2021-11-10 2021-09-30 13F FINANCIAL INSTNS COM 317585404 1,759 607 52.69 54 54.29 0.0000
2021-08-10 2021-06-30 13F FINANCIAL INSTNS COM 317585404 1,152 -303 -20.82 35 -20.45 0.0000
2021-05-13 2021-03-31 13F FINANCIAL INSTNS COM 317585404 1,455 -1,983 -57.68 44 -42.86 0.0000
2021-02-11 2020-12-31 13F FINANCIAL INSTNS COM 317585404 3,438 -85 -2.41 77 42.59 0.0000
2020-11-12 2020-09-30 13F FINANCIAL INSTNS COM 317585404 3,523 -1,858 -34.53 54 -46.00 0.0000
2020-08-12 2020-06-30 13F FINANCIAL INSTNS COM 317585404 5,381 -46 -0.85 100 1.01 0.0001
2020-05-12 2020-03-31 13F FINANCIAL INSTNS COM 317585404 5,427 1,867 52.44 99 -13.16 0.0001
2020-02-12 2019-12-31 13F FINANCIAL INSTNS COM 317585404 3,560 -1,838 -34.05 114 -30.06 0.0001
2019-11-08 2019-09-30 13F FINANCIAL INSTNS COM 317585404 5,398 -209 -3.73 163 0.00 0.0001
2019-08-12 2019-06-30 13F FINANCIAL INSTNS COM 317585404 5,607 587 11.69 163 19.85 0.0001
2019-05-13 2019-03-31 13F FINANCIAL INSTNS COM 317585404 5,020 10 0.20 136 6.25 0.0001
2019-02-12 2018-12-31 13F FINANCIAL INSTNS COM 317585404 5,010 710 16.51 128 -5.19 0.0001
2018-11-13 2018-09-30 13F FINANCIAL INSTNS COM 317585404 4,300 -2,390 -35.72 135 -38.64 0.0001
2018-08-10 2018-06-30 13F FINANCIAL INSTNS COM 317585404 6,690 -3,758 -35.97 220 -28.80 0.0002
2018-05-11 2018-03-31 13F FINANCIAL INSTNS COM 317585404 10,448 -1,862 -15.13 309 -19.32 0.0003
2018-02-12 2017-12-31 13F FINANCIAL INSTNS COM 317585404 12,310 268 2.23 383 10.37 0.0003
2017-11-13 2017-09-30 13F FINANCIAL INSTNS COM 317585404 12,042 2,086 20.95 347 17.23 0.0003
2017-08-11 2017-06-30 13F FINANCIAL INSTNS COM 317585404 9,956 -4,961 -33.26 296 -39.71 0.0003
2017-05-12 2017-03-31 13F FINANCIAL INSTNS COM 317585404 14,917 -11,636 -43.82 491 -45.93 0.0004
2017-02-10 2016-12-31 13F FINANCIAL INSTNS COM 317585404 26,553 16,968 177.03 908 249.23 0.0008
2016-11-10 2016-09-30 13F FINANCIAL INSTNS COM 317585404 9,585 6,877 253.95 260 266.20 0.0002
2016-08-12 2016-06-30 13F FINANCIAL INSTNS COM 317585404 2,708 -9,340 -77.52 71 -79.71 0.0001
2016-05-13 2016-03-31 13F FINANCIAL INSTNS COM 317585404 12,048 4,052 50.68 350 56.25 0.0004
2016-02-12 2015-12-31 13F FINANCIAL INSTNS COM 317585404 7,996 7,329 1,098.80 224 1,217.65 0.0002
2015-11-13 2015-09-30 13F FINANCIAL INSTNS COM 317585404 667 -2,039 -75.35 17 -74.63 0.0000
2015-08-13 2015-06-30 13F FINANCIAL INSTNS COM 317585404 2,706 -1,870 -40.87 67 -36.19 0.0001
2015-05-14 2015-03-31 13F FINANCIAL INSTNS COM 317585404 4,576 -3,264 -41.63 105 -46.70 0.0001
2015-02-17 2014-12-31 13F FINANCIAL INSTNS COM 317585404 7,840 4,971 173.27 197 203.08 0.0002
2014-11-14 2014-09-30 13F FINANCIAL INSTNS COM 317585404 2,869 906 46.15 65 41.30 0.0001
2014-08-14 2014-06-30 13F FINANCIAL INSTNS COM 317585404 1,963 -3,958 -66.85 46 -66.18 0.0000
2014-05-15 2014-03-31 13F FINANCIAL INSTNS COM 317585404 5,921 -2,906 -32.92 136 -37.90 0.0001
2014-02-14 2013-12-31 13F FINANCIAL INSTNS COM 317585404 8,827 5,011 131.32 219 180.77 0.0002
2013-11-14 2013-09-30 13F FINANCIAL INSTNS COM 317585404 3,816 -3,492 -47.78 78 -42.22 0.0001
2013-08-14 2013-06-30 13F FINANCIAL INSTNS COM 317585404 7,308 7,308 135 0.0001
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.