Stocks › FISI
FINANCIAL INSTITUTIONS INC
FISI·Nasdaq·
United States·USD
United States·USD$39.28
-0.35 (-0.88%)
Close · Oct 6, 2026 · Close Prices from Tiingo.com
FISI
FINANCIAL INSTITUTIONS INC · Nasdaq
Nasdaq 100S&P 500
Filings
Default90D1Y5YALL
FISIS&P 500 (rebased)
Congress BuyCongress SellInsider BuyInsider SellForm 1448-K ResultsLobbying
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Daily closes, adjusted for splits and dividends · Close Prices from Tiingo.comHover a marker, every one is a filing · move across the line for the crosshair
Congressional Trades
Recent trades of FISI by members of U.S. Congress · 1 on record
| Politician | Stock | Type | Filed | Traded | |
|---|---|---|---|---|---|
 Joseph D. MorelleHouse · D · NY |
FISIFINANCIAL INSTITUTIONS INC · Stock |
Sale $1,001 - $15,000 |
Dec 9, 2020 | Nov 20, 2020 | Filing ↗ |
Whale Activity
Position changes in FISI reported for 2026-06-30 by 9 tracked institutional filers
- Increased7
- New0
- Held0
- Decreased1
- Closed0
- No prior filing1
| Filer | Shares | Value | Change |
|---|---|---|---|
| BlackRock, Inc. | 1.7M | $65.0M | increased |
| VANGUARD CAPITAL MANAGEMENT LLC | 841.2K | $32.8M | increased |
| TWO SIGMA INVESTMENTS, LP | 457.1K | $17.8M | increased |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 263.0K | $10.3M | increased |
| RENAISSANCE TECHNOLOGIES LLC | 136.9K | $5.3M | decreased |
| CITADEL ADVISORS LLC | 85.5K | $3.3M | increased |
| MILLENNIUM MANAGEMENT LLC | 23.4K | $912K | increased |
| Oppenheimer & Close, LLC | 14.5K | $565K | — |
| D. E. Shaw & Co., Inc. | 10.6K | $413K | increased |
KeyVex tracks a curated set of large 13F filers plus the largest positions in recent filings, so this is a sample of institutional activity, not the whole market.
Insider Trading
Net shares bought (+) or sold (−) on the open market by FISI insiders, by quarter · Form 4
Recent Insider Transactions
1,010 transactions on record · newest first
| Insider | Type | Shares | Price | Value | Date | |
|---|---|---|---|---|---|---|
| Zupan MarkDirector · Director | Purchase | +608 | $40.77 | $25K | Sep 2, 2026 | Form 4 ↗ |
| Bovenzi DavidDirector | Grant / award | +391 | $35.10 | $14K | May 20, 2026 | Form 4 ↗ |
| Bovenzi DavidDirector | Grant / award | +1,282 | $0.00 | $0 | May 20, 2026 | Form 4 ↗ |
| HARTING BRUCE WDirector | Grant / award | +1,282 | $0.00 | $0 | May 20, 2026 | Form 4 ↗ |
| Schrader Robert L.Director | Grant / award | +1,282 | $0.00 | $0 | May 20, 2026 | Form 4 ↗ |
| Finch Steven C.Director | Grant / award | +391 | $35.10 | $14K | May 20, 2026 | Form 4 ↗ |
| Finch Steven C.Director | Grant / award | +1,282 | $0.00 | $0 | May 20, 2026 | Form 4 ↗ |
| Burlew Dawn HDirector | Grant / award | +313 | $35.10 | $11K | May 20, 2026 | Form 4 ↗ |
| Burlew Dawn HDirector | Grant / award | +1,282 | $0.00 | $0 | May 20, 2026 | Form 4 ↗ |
| VanGelder Kim EDirector | Grant / award | +1,282 | $0.00 | $0 | May 20, 2026 | Form 4 ↗ |
| Glaser Robert MDirector | Grant / award | +1,282 | $0.00 | $0 | May 20, 2026 | Form 4 ↗ |
| Latella Robert NDirector | Grant / award | +1,282 | $0.00 | $0 | May 20, 2026 | Form 4 ↗ |
| Zupan MarkDirector | Grant / award | +1,282 | $0.00 | $0 | May 20, 2026 | Form 4 ↗ |
| DORN ANDREW W JRDirector | Grant / award | +1,282 | $0.00 | $0 | May 20, 2026 | Form 4 ↗ |
| HOLLIDAY SUSAN RDirector | Grant / award | +1,282 | $0.00 | $0 | May 20, 2026 | Form 4 ↗ |
| PANZARELLA ANGELA JDirector | Grant / award | +925 | $35.10 | $32K | May 20, 2026 | Form 4 ↗ |
| PANZARELLA ANGELA JDirector | Grant / award | +1,282 | $0.00 | $0 | May 20, 2026 | Form 4 ↗ |
| Plants William Jack IIChief Financial Officer | Tax withholding | −1,044 | $30.59 | $32K | Mar 20, 2026 | Form 4 ↗ |
| Plants William Jack IIChief Financial Officer | Option exercise | +2,898 | — | — | Mar 20, 2026 | Form 4 ↗ |
| PACOS GARY A.Chief Risk Officer | Tax withholding | −829 | $30.59 | $25K | Mar 20, 2026 | Form 4 ↗ |
Fund Holders
Mutual funds and ETFs holding FISI · SEC Form N-PORT
| Fund | Shares | Value | % of fund | As of |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 595.0K | $23.2M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF iShares Trust | 574.4K | $22.4M | 0.03% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 218.0K | $9.0M | 0.03% | Jul 31, 2026 |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 226.8K | $8.8M | 0.01% | Jun 30, 2026 |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 198.8K | $8.2M | 0.04% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF iShares Trust | 196.6K | $7.7M | 0.05% | Jun 30, 2026 |
| ProShares Russell 2000 Dividend Growers ETF ProShares Trust | 202.9K | $7.4M | 1.12% | May 31, 2026 |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 183.1K | $6.6M | 0.02% | May 31, 2026 |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST | 155.7K | $6.1M | 0.13% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 127.4K | $5.3M | 0.03% | Jul 31, 2026 |
Mutual funds and ETFs whose N-PORT filings list FISI's shares (CUSIP 317585404), each fund at its latest report since Mar 7, 2026, largest positions first. Bonds, options and short positions are left out.
Activist & Passive Stakes
Schedule 13D / 13G beneficial-ownership filings
- BlackRock, Inc.SCHEDULE 13G/A · passive (13G) · 1.6M shares8.3%
Jul 28, 2026 · ↗ - Dimensional Fund Advisors LPSCHEDULE 13G · passive (13G) · 1.0M shares5.1%
Jul 14, 2026 · ↗ - Wellington Investment Advisors Holdings LLPSCHEDULE 13G/A · passive (13G) · 900.5K shares4.6%
May 15, 2026 · ↗ - Wellington Group Holdings LLPSCHEDULE 13G/A · passive (13G) · 900.5K shares4.6%
May 15, 2026 · ↗ - Wellington Management Group LLPSCHEDULE 13G/A · passive (13G) · 900.5K shares4.6%
May 15, 2026 · ↗
Corporate Lobbying
Estimated quarterly lobbying spending reported under the LDA, filings naming FINANCIAL INSTITUTIONS INC as client
No lobbying filings found naming FINANCIAL INSTITUTIONS INC as the client.
Government Contracts
Federal awards to FINANCIAL INSTITUTIONS INC · USAspending
No federal contract awards found for FINANCIAL INSTITUTIONS INC.
U.S. Patents
Recent USPTO applications naming FINANCIAL INSTITUTIONS INC
No USPTO patent applications found for FINANCIAL INSTITUTIONS INC.
Annual Financials
From FISI's 10-K filings · XBRL
No annual XBRL figures on record for FISI. KeyVex's fundamentals cover about 130 large companies so far.
Stock Splits
Every split and reverse split in the price history
No stock splits in FISI's price history.
Material Events (8-K)
Corporate events filed with the SEC
- 8-K · Items 5.02Officer / director changeSep 8, 2026
EDGAR ↗ - 8-K · Items 7.01, 9.01Reg FD disclosureAug 26, 2026
EDGAR ↗ - 8-K · Items 2.02, 7.01, 9.01Results of operations · Reg FD disclosureJul 23, 2026
EDGAR ↗ - 8-K · Items 5.07Shareholder voteMay 21, 2026
EDGAR ↗ - 8-K · Items 7.01, 9.01Reg FD disclosureMay 20, 2026
EDGAR ↗
About FINANCIAL INSTITUTIONS INC
From SEC EDGAR company records
Industry (SIC 6021)National Commercial Banks
SectorFinancials
HeadquartersWARSAW, NY
IncorporatedNY
SEC CIK0000862831 ↗
Former namesFINANCIAL INSTITUTIONS INC