As of November 8, 2026, 3 holders' latest Schedule 13D or 13G filings report owning 5% or more of Financial Institutions Inc. The largest reported stake is PL Capital Advisors, LLC's, at 8.9%. 8 filings are on record since July 15, 2025 (Schedule 13D/A, October 2, 2025).
Sell to companies like Financial Institutions Inc? Enter your website and see 10 with a filed reason to buy from you this month. Free.
Opens in a new tab. No signup.
Key facts
- · Reporting person: BlackRock, Inc. · Sole voting: 1,609,217 · Shared voting: 0 · Sole dispositive: 1,632,496 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-07-28
- · Reporting person: Dimensional Fund Advisors LP · Sole voting: 984,193 · Shared voting: 0 · Sole dispositive: 1,002,481 · Shared dispositive: 0 · SCHEDULE 13G, 2026-07-14
- · Holder: Wellington Management Group LLP · Percent: 4.6% · SCHEDULE 13G/A
- · Holder: The Vanguard Group · Percent: 0% · SCHEDULE 13G/A
- · Holder: Wellington Management Group LLP · Percent: 5.2% · SCHEDULE 13G
Financial Institutions Inc has 8 Schedule 13D or 13G filings on record since 2025-07-15. 3 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| PL Capital Advisors, LLC | 8.9% | 1,774,886 | SCHEDULE 13D/A, 2025-10-02 | 2025-09-30 |
| BlackRock, Inc. | 8.3% | 1,632,496 | SCHEDULE 13G/A, 2026-07-28 | 2026-06-30 |
| Dimensional Fund Advisors LP | 5.1% | 1,002,481 | SCHEDULE 13G, 2026-07-14 | 2026-06-30 |
| Wellington Management Group LLP | 4.6% | 900,493 | SCHEDULE 13G/A, 2026-05-15 | 2026-03-31 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-26 | 2026-03-13 |
Holding shares or following this stake? See who's behind Financial Institutions Inc and the warning signs.
Free to see. No signup.
Keep reading
More on Financial Institutions Inc and the records around it.
Financial Institutions Inc elsewhere on the record
- Leadership changes Sep 2026
- Who owns it
Companies that share a holder
- PL Capital Advisors, LLC also filed stake reports on 1 other company: American Riviera Bancorp (Feb 2026)
- Wellington Management Group LLP also filed stake reports on 240 other companies: Hub Group, Inc. (Oct 2026), Latham Group, Inc. (Oct 2026), Redwood Trust, Inc. (Oct 2026)
- Dimensional Fund Advisors LP also filed stake reports on 366 other companies: Acadia Healthcare Co Inc (Oct 2026), ADT Inc (Oct 2026), AGCO Corp (Oct 2026)
Watch Financial Institutions Inc
Get an email when Financial Institutions Inc files again: a new raise, a leadership change, a layoff or an IPO filing. One email first to confirm; nothing else until you click it. At most one a day, one click to stop. Free for up to 3 companies.
Want the whole picture on Financial Institutions Inc?
Example from a real report (our sample on Target): “In March 2026, Target announced a planned incremental $1 billion operating investment” Source: Target Corporation (press release)
A Full Report on Financial Institutions Inc: verified, sourced, every claim cited, ready in a few minutes. See pricing.
What the Full Report on Financial Institutions Inc covers
The Short Answer
Which Company This Is
What They Do, And How The Money Works
Who Runs It, And How To Reach Them
The Money: Funding, Valuation, Runway
Who Pays Them, And Who They Are Up Against
Warning Bells
Sources
9 cited sources found
Plus the sections for what you are deciding, which you pick after ordering.
A real finished report, first screen. Opens in a new tab.
Not ready to order yet? Keep this snapshot.
Sends this preview to you once; we won't add you to any list
Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,609,217 | 0 | 1,632,496 | 0 | SCHEDULE 13G/A, 2026-07-28 |
| Dimensional Fund Advisors LP | 984,193 | 0 | 1,002,481 | 0 | SCHEDULE 13G, 2026-07-14 |
The latest filing identifies Financial Institutions Inc by CUSIP 317585404 and gives its principal executive office as 220 LIBERTY STREET, WARSAW, NY 14569 (SCHEDULE 13G/A, 2026-07-28).
Purpose of Transaction (Item 4)
PL Capital Advisors, LLC
This is the Reporting Persons' second amended Schedule 13D. The Reporting Persons beneficially own 8.9% of the Company in the aggregate, based upon the Company's outstanding shares of Common Stock as of July 31, 2025. The Reporting Persons acquired the Common Stock because they believed the Common Stock was undervalued at the time of purchase. The Reporting Persons intend to monitor the performance and corporate governance of the Company, as well as the actions of the Company's management and board. As it deems necessary, the Reporting Persons will assert their stockholder rights. To the extent the actions described herein may be deemed to constitute a "control purpose" with respect to the Exchange Act and the regulations thereunder, the Reporting Persons have such a purpose. Except as noted in this Schedule 13D, the Reporting Persons do not have any plans or proposals, which relate to, or would result in, any of the matters referred to in paragraphs (b) through (j), inclusive of Item (4) of Schedule 13D. The Reporting Persons may, at any time and from time to time, review or reconsider their positions and formulate plans or proposals with respect thereto. The Reporting Persons may make further purchases of shares of Common Stock, and the Reporting Persons may dispose of any or all the shares of Common Stock which they hold.Item 4 of the SCHEDULE 13D/A filed 2025-10-02
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-07-15 | Dimensional Fund Advisors LP | 5% | SCHEDULE 13G/A |
| 2025-08-15 | PL Capital Advisors, LLC | 7.5% | SCHEDULE 13D/A |
| 2025-10-02 | PL Capital Advisors, LLC | 8.9% | SCHEDULE 13D/A |
| 2026-02-10 | Wellington Management Group LLP | 5.2% | SCHEDULE 13G |
| 2026-03-26 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-05-15 | Wellington Management Group LLP | 4.6% | SCHEDULE 13G/A |
| 2026-07-14 | Dimensional Fund Advisors LP | 5.1% | SCHEDULE 13G |
| 2026-07-28 | BlackRock, Inc. | 8.3% | SCHEDULE 13G/A |
Questions about who owns Financial Institutions Inc
Who owns Financial Institutions Inc?
On this page, 3 holders' latest ownership filings report 5% or more of Financial Institutions Inc: PL Capital Advisors, LLC (8.9%, Schedule 13D/A, filed 2025-10-02), BlackRock, Inc. (8.3%, Schedule 13G/A, filed 2026-07-28) and Dimensional Fund Advisors LP (5.1%, Schedule 13G, filed 2026-07-14).
Who are the largest shareholders of Financial Institutions Inc?
By the share each holder's latest filing reports, the largest holders of Financial Institutions Inc on this page are PL Capital Advisors, LLC (8.9%), BlackRock, Inc. (8.3%) and Dimensional Fund Advisors LP (5.1%).
When did PL Capital Advisors, LLC buy into Financial Institutions Inc?
The filings give report dates, not purchase dates. The earliest filing from PL Capital Advisors, LLC on this page is the Schedule 13D/A, filed 2025-08-15, reporting 7.5%; its latest, Schedule 13D/A filed 2025-10-02, reports 8.9%. That earliest filing is itself an amendment, which updates an earlier report.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 8 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
Also on the record for Financial Institutions Inc
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| September 8, 2026 | Leadership change: Bruce W. Harting departs, Director, and 1 more | — | Leadership changes | Source |
Tools for this story
Each opens in a new tab, filled in for Financial Institutions Inc. With no account yet, you sign up free and land on the result.
Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.