金融機構公司
US ˙ NasdaqGS ˙ US3175854047

SecurityFISI / Financial Institutions, Inc.
InstitutionFmr Llc
Latest Disclosed Ownership72,558 shares
Latest Disclosed Value $ 2,300,813
Fmr Llc reports 19.40% increase in ownership of FISI / Financial Institutions, Inc.

On May 15, 2026 - Fmr Llc filed a 13F-HR form disclosing ownership of 72,558 shares of Financial Institutions, Inc. (US:FISI) valued at $2,300,814 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 60,768 shares of Financial Institutions, Inc.. This represents a change in shares of 19.40% during the quarter. The current value of the position is $2,657,074 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)
2026-05-15 2026-03-31 13F FINANCIAL INSTITUTIONS COM 317585404 72,558 11,790 19.40 2,301 21.44 0.0000
2026-02-17 2025-12-31 13F FINANCIAL INSTNS COM 317585404 60,768 14,135 30.31 1,894 49.37 0.0001
2025-11-13 2025-09-30 13F FINANCIAL INSTNS COM 317585404 46,633 5,960 14.65 1,268 21.46 0.0001
2025-08-14 2025-06-30 13F FINANCIAL INSTNS COM 317585404 40,673 1,657 4.25 1,044 7.30 0.0001
2025-05-12 2025-03-31 13F FINANCIAL INSTNS COM 317585404 39,016 1,435 3.82 974 -5.07 0.0001
2025-02-13 2024-12-31 13F FINANCIAL INSTNS COM 317585404 37,581 -787 -2.05 1,026 4.91 0.0001
2024-11-13 2024-09-30 13F FINANCIAL INSTNS COM 317585404 38,368 6,025 18.63 977 56.57 0.0001
2024-08-13 2024-06-30 13F FINANCIAL INSTNS COM 317585404 32,343 2,630 8.85 625 11.63 0.0000
2024-05-13 2024-03-31 13F FINANCIAL INSTNS COM 317585404 29,713 1,125 3.94 559 -8.06 0.0000
2024-02-13 2023-12-31 13F FINANCIAL INSTNS COM 317585404 28,588 -3,535 -11.00 609 12.59 0.0000
2023-11-13 2023-09-30 13F FINANCIAL INSTNS COM 317585404 32,123 2,336 7.84 541 15.38 0.0000
2023-08-11 2023-06-30 13F FINANCIAL INSTNS COM 317585404 29,787 -712,716 -95.99 469 -96.73 0.0000
2023-08-11 2023-03-31 13F/A-1 FINANCIAL INSTNS COM 317585404 742,503 1,427 0.19 14,315 -20.70 0.0013
2023-05-11 2023-03-31 13F FINANCIAL INSTNS COM 317585404 742,503 1,427 14,315 0.0013
2023-02-13 2022-12-31 13F FINANCIAL INSTNS COM 317585404 741,076 8,556 1.17 18,053 2.38 0.0018
2022-11-10 2022-09-30 13F FINANCIAL INSTNS COM 317585404 732,520 228 0.03 17,632 -7.46 0.0018
2022-08-12 2022-06-30 13F FINANCIAL INSTNS COM 317585404 732,292 14,119 1.97 19,054 -11.94 0.0019
2022-05-13 2022-03-31 13F FINANCIAL INSTNS COM 317585404 718,173 -55,243 -7.14 21,638 -12.02 0.0017
2022-02-14 2021-12-31 13F FINANCIAL INSTNS COM 317585404 773,416 -111,295 -12.58 24,595 -9.30 0.0018
2022-02-14 2021-09-30 13F/A-1 FINANCIAL INSTNS COM 317585404 884,711 146,695 19.88 27,117 22.48 0.0022
2021-11-15 2021-09-30 13F FINANCIAL INSTNS COM 317585404 884,711 146,695 27,117 0.0004
2021-08-13 2021-06-30 13F FINANCIAL INSTNS COM 317585404 738,016 337,092 84.08 22,140 82.33 0.0017
2021-05-14 2021-03-31 13F FINANCIAL INSTNS COM 317585404 400,924 400,855 580,949.28 12,143 607,050.00 0.0010
2021-02-08 2020-12-31 13F FINANCIAL INSTNS COM 317585404 69 0 0.00 2 100.00 0.0000
2020-11-13 2020-09-30 13F FINANCIAL INSTNS COM 317585404 69 0 0.00 1 0.00 0.0000
2020-08-24 2020-06-30 13F/A-1 FINANCIAL INSTNS COM 317585404 69 0 0.00 1 0.00 0.0000
2020-08-13 2020-06-30 13F FINANCIAL INSTNS COM 317585404 69 0 1 0.0246
2020-05-14 2020-03-31 13F FINANCIAL INSTNS COM 317585404 69 0 0.00 1 -50.00 0.0000
2020-02-07 2019-12-31 13F FINANCIAL INSTNS COM 317585404 69 0 0.00 2 0.00 0.0000
2019-11-13 2019-09-30 13F FINANCIAL INSTNS COM 317585404 69 0 0.00 2 0.00 0.0000
2019-08-13 2019-06-30 13F FINANCIAL INSTNS COM 317585404 69 0 0.00 2 0.00 0.0000
2019-05-13 2019-03-31 13F FINANCIAL INSTNS COM 317585404 69 -298 -81.20 2 -80.00 0.0000
2019-02-13 2018-12-31 13F FINANCIAL INSTNS COM 317585404 367 -58 -13.65 10 -23.08 0.0000
2018-11-09 2018-09-30 13F FINANCIAL INSTNS COM 317585404 425 425 13 0.0000
2018-05-14 2018-03-31 13F FINANCIAL INSTNS COM 317585404 0 -153,500 -100.00 0 -100.00
2018-02-12 2017-12-31 13F FINANCIAL INSTNS COM 317585404 153,500 -212,900 -58.11 4,774 -54.76 0.0006
2017-11-13 2017-09-30 13F FINANCIAL INSTNS COM 317585404 366,400 1,200 0.33 10,552 -3.04 0.0013
2017-08-29 2017-06-30 13F/A-1 FINANCIAL INSTNS COM 317585404 365,200 -300 -0.08 10,883 -9.64 0.0014
2017-08-11 2017-06-30 13F FINANCIAL INSTNS COM 317585404 365,200 -300 10,883
2017-05-11 2017-03-31 13F FINANCIAL INSTNS COM 317585404 365,500 2,000 0.55 12,044 -3.11 0.0015
2017-02-10 2016-12-31 13F FINANCIAL INSTNS COM 317585404 363,500 -29,962 -7.61 12,431 16.54 0.0017
2016-11-14 2016-09-30 13F FINANCIAL INSTNS COM 317585404 393,462 38,362 10.80 10,667 15.22 0.0014
2016-08-11 2016-06-30 13F FINANCIAL INSTNS COM 317585404 355,100 -1,236 -0.35 9,258 -10.62 0.0013
2016-05-16 2016-03-31 13F FINANCIAL INSTNS COM 317585404 356,336 356,336 10,358 0.0014
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.