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FINANCIAL INSTITUTIONS INC. 2023-2024 Proxy Voting Records

Compiled from SEC Form N-PX filings and FINANCIAL INSTITUTIONS INC.’s Form 8-K, filed June 6, 2024 (Item 5.07 on EDGAR). Page generated October 25, 2026.

7Reported items
172Asset managers
1,703Fund votes
June 5, 2024Meeting date

Results at a glance

Meeting of June 5, 2024: 6 items on FINANCIAL INSTITUTIONS INC.’s Form 8-K, filed June 6, 2024: 2 approved · 4 without a stated outcome.

Material dissent

None.

Material dissent: a director nominee under 80% of the votes cast, say-on-pay under 70%, any other item the board put forward under 80%, or a shareholder proposal with more than 50%, on the company’s own Form 8-K tally. How this is decided

Proxy season: 2023-2024 2024-2025 2025-2026

Explore FINANCIAL INSTITUTIONS INC. in the interactive database Compare manager voting policies

Official 2023-2024 meeting results reported by FINANCIAL INSTITUTIONS INC.

These tallies are FINANCIAL INSTITUTIONS INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed June 6, 2024 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.

FINANCIAL INSTITUTIONS INC. — official shareholder meeting results, meeting held June 5, 2024
Ballot item	For	Against	Abstain	Withheld	Broker non-votes	Support (of votes cast)	Reported outcome	Voting standard
Elect Director: Dawn H. Burlew	10,451,207	--	--	756,791	2,531,289	93%	Not verified	—
Elect Director: Robert N. Latella	9,045,955	--	--	2,162,043	2,531,289	81%	Not verified	—
Elect Director: Mauricio F. Riveros	10,450,996	--	--	757,002	2,531,289	93%	Not verified	—
Elect Director: Mark A. Zupan	10,445,690	--	--	762,308	2,531,289	93%	Not verified	—
2. Advisory Vote to Approve the Compensation of our Named Executive Officers	9,833,475	1,274,484	100,039	--	2,531,289	89%	Approved	—
4. Ratification of Appointment of Independent Registered Public Accounting Firm	13,563,958	162,215	13,114	--	--	99%	Approved	—

Source: FINANCIAL INSTITUTIONS INC., Form 8-K, filed with the SEC on June 6, 2024 — read the filing on EDGAR.

How asset managers voted at the FINANCIAL INSTITUTIONS INC. 2023-2024 meeting

Each item below shows how the 172 asset managers that disclosed a FINANCIAL INSTITUTIONS INC. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of FINANCIAL INSTITUTIONS INC.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.

1. Elect Director: Dawn H. Burlew

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 3 wordings of this item as funds reported it.

93% Majority: yes · of votes cast

FOR 93%

FOR: 10,451,207WITHHELD: 756,791

Details: description as filed, official tally, votes by 66 asset managers

Description as filed by funds: Election of Directors: Dawn H. Burlew

FINANCIAL INSTITUTIONS INC.’s own tally for this item (“Elect Director: Dawn H. Burlew”): 10,451,207 for, 756,791 withheld, per its Form 8-K filed June 6, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 93% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 66 asset managers below reported 4,253,167 for, 13,870 withheld, 1,287 unknown.

FOR

FOR: 4,253,167WITHHOLD: 13,870UNKNOWN: 1,287

Largest asset managers voting on “Election of Directors: Dawn H. Burlew” at FINANCIAL INSTITUTIONS INC., 2023-2024
Asset manager	For	Withheld	Vote
Dimensional	889,041	0	For
Vanguard	779,281	0	For
BlackRock	652,328	0	For
Fidelity	342,809	0	For
American Century	229,471	0	For
Charles Schwab	122,002	0	For
SEI	98,572	0	For
WisdomTree	96,211	0	For
Invesco	75,140	0	For
Federated Hermes	69,125	0	For
EA Series Trust	58,900	0	For
Thrivent	58,120	0	For
Prudential/PGIM	56,995	0	For
Northern Trust	56,994	0	For
TARGET PORTFOLIO TRUST	56,327	0	For
BRIDGEWAY FUNDS INC	50,000	0	For
TIAA	46,782	0	For
ADVISORS' INNER CIRCLE FUND	43,990	0	For
Columbia Threadneedle	40,680	0	For
Equitable	26,459	13,870	Mixed
HOTCHKIS & WILEY FUNDS /DE/	39,961	0	For
Goldman Sachs	33,123	0	For
Principal	32,678	0	For
QUANTITATIVE MASTER SERIES LLC	27,991	0	For
Nationwide	26,951	0	For

Showing the 25 largest of 66 asset managers. See all 66 in the interactive database.

2. Elect Director: Mark A. Zupan

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 3 wordings of this item as funds reported it.

93% Majority: yes · of votes cast

FOR 93%

FOR: 10,445,690WITHHELD: 762,308

Details: description as filed, official tally, votes by 66 asset managers

Description as filed by funds: Election of Directors: Mark A. Zupan

FINANCIAL INSTITUTIONS INC.’s own tally for this item (“Elect Director: Mark A. Zupan”): 10,445,690 for, 762,308 withheld, per its Form 8-K filed June 6, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

The 66 asset managers below reported 4,253,167 for, 13,870 withheld, 1,287 unknown.

FOR

FOR: 4,253,167WITHHOLD: 13,870UNKNOWN: 1,287

Largest asset managers voting on “Election of Directors: Mark A. Zupan” at FINANCIAL INSTITUTIONS INC., 2023-2024
Asset manager	For	Withheld	Vote
Dimensional	889,041	0	For
Vanguard	779,281	0	For
BlackRock	652,328	0	For
Fidelity	342,809	0	For
American Century	229,471	0	For
Charles Schwab	122,002	0	For
SEI	98,572	0	For
WisdomTree	96,211	0	For
Invesco	75,140	0	For
Federated Hermes	69,125	0	For
EA Series Trust	58,900	0	For
Thrivent	58,120	0	For
Prudential/PGIM	56,995	0	For
Northern Trust	56,994	0	For
TARGET PORTFOLIO TRUST	56,327	0	For
BRIDGEWAY FUNDS INC	50,000	0	For
TIAA	46,782	0	For
ADVISORS' INNER CIRCLE FUND	43,990	0	For
Columbia Threadneedle	40,680	0	For
Equitable	26,459	13,870	Mixed
HOTCHKIS & WILEY FUNDS /DE/	39,961	0	For
Goldman Sachs	33,123	0	For
Principal	32,678	0	For
QUANTITATIVE MASTER SERIES LLC	27,991	0	For
Nationwide	26,951	0	For

Showing the 25 largest of 66 asset managers. See all 66 in the interactive database.

3. Elect Director: Mauricio F. Riveros

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 3 wordings of this item as funds reported it.

93% Majority: yes · of votes cast

FOR 93%

FOR: 10,450,996WITHHELD: 757,002

Details: description as filed, official tally, votes by 66 asset managers

Description as filed by funds: Election of Directors: Mauricio F. Riveros

FINANCIAL INSTITUTIONS INC.’s own tally for this item (“Elect Director: Mauricio F. Riveros”): 10,450,996 for, 757,002 withheld, per its Form 8-K filed June 6, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

The 66 asset managers below reported 4,253,167 for, 13,870 withheld, 1,287 unknown.

FOR

FOR: 4,253,167WITHHOLD: 13,870UNKNOWN: 1,287

Largest asset managers voting on “Election of Directors: Mauricio F. Riveros” at FINANCIAL INSTITUTIONS INC., 2023-2024
Asset manager	For	Withheld	Vote
Dimensional	889,041	0	For
Vanguard	779,281	0	For
BlackRock	652,328	0	For
Fidelity	342,809	0	For
American Century	229,471	0	For
Charles Schwab	122,002	0	For
SEI	98,572	0	For
WisdomTree	96,211	0	For
Invesco	75,140	0	For
Federated Hermes	69,125	0	For
EA Series Trust	58,900	0	For
Thrivent	58,120	0	For
Prudential/PGIM	56,995	0	For
Northern Trust	56,994	0	For
TARGET PORTFOLIO TRUST	56,327	0	For
BRIDGEWAY FUNDS INC	50,000	0	For
TIAA	46,782	0	For
ADVISORS' INNER CIRCLE FUND	43,990	0	For
Columbia Threadneedle	40,680	0	For
Equitable	26,459	13,870	Mixed
HOTCHKIS & WILEY FUNDS /DE/	39,961	0	For
Goldman Sachs	33,123	0	For
Principal	32,678	0	For
QUANTITATIVE MASTER SERIES LLC	27,991	0	For
Nationwide	26,951	0	For

Showing the 25 largest of 66 asset managers. See all 66 in the interactive database.

4. Elect Director: Robert N. Latella

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 3 wordings of this item as funds reported it.

81% Majority: yes · of votes cast

FOR 81%WITHHELD

FOR: 9,045,955WITHHELD: 2,162,043

Details: description as filed, official tally, votes by 66 asset managers

Description as filed by funds: Election of Directors: Robert N. Latella

FINANCIAL INSTITUTIONS INC.’s own tally for this item (“Elect Director: Robert N. Latella”): 9,045,955 for, 2,162,043 withheld, per its Form 8-K filed June 6, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 81% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 66 asset managers below reported 3,826,221 for, 342,894 withheld, 97,922 abstained, 1,287 unknown.

FOR

FOR: 3,826,221ABSTAIN: 97,922WITHHOLD: 342,894UNKNOWN: 1,287

Largest asset managers voting on “Election of Directors: Robert N. Latella” at FINANCIAL INSTITUTIONS INC., 2023-2024
Asset manager	For	Abstain	Withheld	Vote
Dimensional	889,041	0	0	For
Vanguard	779,281	0	0	For
BlackRock	652,328	0	0	For
Fidelity	342,809	0	0	For
American Century	229,471	0	0	For
Charles Schwab	122,002	0	0	For
SEI	0	0	98,572	Withhold
WisdomTree	96,211	0	0	For
Invesco	0	0	75,140	Withhold
Federated Hermes	69,125	0	0	For
EA Series Trust	0	58,900	0	Abstain
Thrivent	58,120	0	0	For
Prudential/PGIM	56,995	0	0	For
Northern Trust	56,994	0	0	For
TARGET PORTFOLIO TRUST	56,327	0	0	For
BRIDGEWAY FUNDS INC	0	0	50,000	Withhold
TIAA	46,782	0	0	For
ADVISORS' INNER CIRCLE FUND	0	0	43,990	Withhold
Columbia Threadneedle	0	0	40,680	Withhold
Equitable	26,459	0	13,870	Mixed
HOTCHKIS & WILEY FUNDS /DE/	39,961	0	0	For
Goldman Sachs	33,123	0	0	For
Principal	32,678	0	0	For
QUANTITATIVE MASTER SERIES LLC	27,991	0	0	For
Nationwide	26,951	0	0	For

Showing the 25 largest of 66 asset managers. See all 66 in the interactive database.

5. 2. Advisory Vote to Approve the Compensation of our Named Executive Officers

Official result Fund totals may overlapSECTION 14A SAY-ON-PAY VOTESReported outcome: Approved

Combines 5 wordings of this item as funds reported it.

89% Approved · of votes cast

FOR 89%

FOR: 9,833,475AGAINST: 1,274,484

Details: description as filed, official tally, votes by 171 asset managers

Description as filed by funds: Advisory vote to approve the compensation of our named executive officers.

FINANCIAL INSTITUTIONS INC.’s own tally for this item (“2. Advisory Vote to Approve the Compensation of our Named Executive Officers”): 9,833,475 for, 1,274,484 against — passed, per its Form 8-K filed June 6, 2024 (Item 5.07).

Reported outcome: Approved, in the filing’s own words: “Shareholders approved an advisory (non-binding) vote on the compensation of the Company's named executive officers ("Say-on-Pay") as described in the 2024 Proxy.”
Support: 89% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

Fund voting reports: 67 asset managers voting on “Advisory vote to approve the compensation of our named executive officers.” at FINANCIAL INSTITUTIONS INC., 2023-2024
Asset manager	For	Vote
Dimensional	889,041	For
Vanguard	779,281	For
BlackRock	652,328	For
Fidelity	342,809	For
American Century	229,471	For
Charles Schwab	122,002	For
SEI	98,572	For
WisdomTree	96,211	For
Invesco	75,140	For
Federated Hermes	69,125	For
EA Series Trust	58,900	For
Thrivent	58,120	For
Prudential/PGIM	56,995	For
Northern Trust	56,994	For
TARGET PORTFOLIO TRUST	56,327	For
BRIDGEWAY FUNDS INC	50,000	For
TIAA	46,782	For
ADVISORS' INNER CIRCLE FUND	43,990	For
Columbia Threadneedle	40,680	For
Equitable	40,329	For
HOTCHKIS & WILEY FUNDS /DE/	39,961	For
Goldman Sachs	33,123	For
Principal	32,678	For
QUANTITATIVE MASTER SERIES LLC	27,991	For
Nationwide	26,951	For

Fund voting reports, all 67 managers: 4,269,287 for, 1,287 unknown. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 124 asset managers voting on “Advisory vote to approve the compensation of our named executive officers.” at FINANCIAL INSTITUTIONS INC., 2023-2024
Asset manager	For	Vote
BlackRock	589,625	For
GEODE CAPITAL MANAGEMENT, LLC	334,297	For
PL Capital Advisors, LLC	319,782	For
CANANDAIGUA NATIONAL BANK & TRUST CO	301,222	For
Renaissance	285,369	For
American Century	244,413	For
Prudential/PGIM	200,508	For
LSV ASSET MANAGEMENT	190,847	For
Northern Trust	141,721	For
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	135,071	For
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	132,908	For
ACADIAN ASSET MANAGEMENT LLC	124,284	For
Charles Schwab	122,002	For
Ensign Peak Advisors, Inc	109,048	For
Dimensional	107,626	For
SEI	101,419	For
BASSWOOD CAPITAL MANAGEMENT, L.L.C.	90,981	For
Invesco	79,203	For
Two Sigma	75,419	For
MELLON INVESTMENTS Corp	70,548	For
Federated Hermes	69,125	For
Connor, Clark & Lunn Investment Management Ltd.	68,088	For
Goldman Sachs	65,420	For
PARAMETRIC PORTFOLIO ASSOCIATES LLC	63,065	For
Gator Capital Management, LLC	61,900	For

Institutional-manager reports, all 124 managers: 4,797,888 for, 14,865 against, 11,605 1 year. Showing the 25 largest; see all in the interactive database.

6. Advisory vote on the frequency of future advisory votes on the compensation of our named executive officers.

No official match Fund totals may overlapSECTION 14A SAY-ON-PAY VOTES

Combines 4 wordings of this item as funds reported it.

100% Fund and manager reports combined; may count the same shares twice · no official result

1 YEAR

Details: votes by 168 asset managers

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

Fund voting reports: 67 asset managers voting on “Advisory vote on the frequency of future advisory votes on the compensation of our named executive officers.” at FINANCIAL INSTITUTIONS INC., 2023-2024
Asset manager	For	Against	Abstain	Withheld	Vote
Dimensional	0	0	0	0	--
Vanguard	0	0	0	0	--
BlackRock	0	0	0	0	--
Fidelity	0	0	0	0	--
American Century	0	0	0	0	--
Charles Schwab	0	0	0	0	--
SEI	0	0	0	0	--
WisdomTree	0	0	0	0	--
Invesco	0	0	0	0	--
Federated Hermes	0	0	0	0	--
EA Series Trust	0	0	0	0	--
Thrivent	0	0	0	0	--
Prudential/PGIM	0	0	0	0	--
Northern Trust	0	0	0	0	--
TARGET PORTFOLIO TRUST	0	0	0	0	--
BRIDGEWAY FUNDS INC	0	0	0	0	--
TIAA	0	0	0	0	--
ADVISORS' INNER CIRCLE FUND	0	0	0	0	--
Columbia Threadneedle	0	0	0	0	--
Equitable	0	0	0	0	--
HOTCHKIS & WILEY FUNDS /DE/	0	0	0	0	--
Goldman Sachs	0	0	0	0	--
Principal	0	0	0	0	--
QUANTITATIVE MASTER SERIES LLC	0	0	0	0	--
Nationwide	0	0	0	0	--

Fund voting reports, all 67 managers: 2,250 for, 3,363,978 1 year, 903,059 3 year, 1,287 unknown. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 121 asset managers voting on “Advisory vote on the frequency of future advisory votes on the compensation of our named executive officers.” at FINANCIAL INSTITUTIONS INC., 2023-2024
Asset manager	For	Vote
BlackRock	0	--
GEODE CAPITAL MANAGEMENT, LLC	0	--
PL Capital Advisors, LLC	319,782	For
CANANDAIGUA NATIONAL BANK & TRUST CO	0	--
Renaissance	0	--
American Century	0	--
Prudential/PGIM	0	--
LSV ASSET MANAGEMENT	0	--
Northern Trust	0	--
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0	--
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0	--
ACADIAN ASSET MANAGEMENT LLC	0	--
Charles Schwab	0	--
Ensign Peak Advisors, Inc	0	--
Dimensional	0	--
SEI	0	--
BASSWOOD CAPITAL MANAGEMENT, L.L.C.	0	--
Invesco	0	--
Two Sigma	0	--
MELLON INVESTMENTS Corp	0	--
Federated Hermes	0	--
Connor, Clark & Lunn Investment Management Ltd.	0	--
Goldman Sachs	0	--
PARAMETRIC PORTFOLIO ASSOCIATES LLC	0	--
Gator Capital Management, LLC	0	--

Institutional-manager reports, all 121 managers: 334,432 for, 4,234,317 1 year, 218,716 3 year. Showing the 25 largest; see all in the interactive database.

7. 4. Ratification of Appointment of Independent Registered Public Accounting Firm

Official resultAUDIT-RELATEDReported outcome: Approved

Combines 3 wordings of this item as funds reported it.

99% Approved · of votes cast

FOR 99%

FOR: 13,563,958AGAINST: 162,215

Details: description as filed, official tally, votes by 67 asset managers

Description as filed by funds: RATIFICATION OF THE APPOINTMENT OF RSM US LLP AS OUR INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM FOR THE FISCAL YEAR ENDING DECEMBER 31, 2024.

FINANCIAL INSTITUTIONS INC.’s own tally for this item (“4. Ratification of Appointment of Independent Registered Public Accounting Firm”): 13,563,958 for, 162,215 against — passed, per its Form 8-K filed June 6, 2024 (Item 5.07).

Reported outcome: Approved, in the filing’s own words: “Shareholders ratified the appointment of RSM US LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2024.”
Support: 99% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 67 asset managers below reported 4,210,387 for, 58,900 against, 1,287 unknown.

FOR

FOR: 4,210,387AGAINST: 58,900UNKNOWN: 1,287

Largest asset managers voting on “RATIFICATION OF THE APPOINTMENT OF RSM US LLP AS OUR INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM FOR THE FIS” at FINANCIAL INSTITUTIONS INC., 2023-2024
Asset manager	For	Against	Vote
Dimensional	889,041	0	For
Vanguard	779,281	0	For
BlackRock	652,328	0	For
Fidelity	342,809	0	For
American Century	229,471	0	For
Charles Schwab	122,002	0	For
SEI	98,572	0	For
WisdomTree	96,211	0	For
Invesco	75,140	0	For
Federated Hermes	69,125	0	For
EA Series Trust	0	58,900	Against
Thrivent	58,120	0	For
Prudential/PGIM	56,995	0	For
Northern Trust	56,994	0	For
TARGET PORTFOLIO TRUST	56,327	0	For
BRIDGEWAY FUNDS INC	50,000	0	For
TIAA	46,782	0	For
ADVISORS' INNER CIRCLE FUND	43,990	0	For
Columbia Threadneedle	40,680	0	For
Equitable	40,329	0	For
HOTCHKIS & WILEY FUNDS /DE/	39,961	0	For
Goldman Sachs	33,123	0	For
Principal	32,678	0	For
QUANTITATIVE MASTER SERIES LLC	27,991	0	For
Nationwide	26,951	0	For

Showing the 25 largest of 67 asset managers. See all 67 in the interactive database.

Largest FINANCIAL INSTITUTIONS INC. shareholders voting in 2023-2024

Ranked separately for each type of Form N-PX report. An institutional manager can report shares that a fund it advises also reports, so the two tables can list the same shares and are never added together. Each is ranked by the shares voted on the item that the most managers of that type reported, shown as a share of the 15,446,949 shares outstanding at the time of that meeting.

Fund voting reports: top FINANCIAL INSTITUTIONS INC. shareholders by shares voted on “Advisory vote to approve the compensation of our named executive officers.”, 2023-2024
#	Asset manager	% of shares outstanding
1	Dimensional	5.76%
2	Vanguard	5.04%
3	BlackRock	4.22%
4	Fidelity	2.22%
5	American Century	1.49%
6	Charles Schwab	0.79%
7	SEI	0.64%
8	WisdomTree	0.62%
9	Invesco	0.49%
10	Federated Hermes	0.45%

Institutional-manager reports: top FINANCIAL INSTITUTIONS INC. shareholders by shares voted on “Advisory vote to approve the compensation of our named executive officers.”, 2023-2024
#	Asset manager	% of shares outstanding
1	BlackRock	3.82%
2	GEODE CAPITAL MANAGEMENT, LLC	2.16%
3	PL Capital Advisors, LLC	2.07%
4	CANANDAIGUA NATIONAL BANK & TRUST CO	1.95%
5	Renaissance	1.85%
6	American Century	1.58%
7	Prudential/PGIM	1.30%
8	LSV ASSET MANAGEMENT	1.24%
9	Northern Trust	0.92%
10	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.87%

Reported FINANCIAL INSTITUTIONS INC. holdings and ownership

As disclosed to the SEC in Form 13F (quarter-end holdings of 30 large managers), Schedules 13D and 13G (beneficial ownership above 5%) and the company’s own proxy statement (DEF 14A). Each row names its form.

FINANCIAL INSTITUTIONS INC. holdings and ownership disclosed for the 2023-2024 proxy season
Holder	% outstanding	Disclosure
BlackRock	9.39%	13F
Vanguard Group	7.09%	13F
Dimensional Fund Advisors	6.62%	13F
JPMorgan Chase	2.45%	13F
Geode Capital	2.16%	13F
Renaissance Technologies	1.98%	13F
State Street	1.74%	13F
Morgan Stanley	1.72%	13F
Goldman Sachs	1.42%	13F
Northern Trust	1.30%	13F

Percentages above are of 15,446,949 shares outstanding, as reported by FINANCIAL INSTITUTIONS INC. on its Form 10-Q dated April 30, 2024 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, not today’s. Each holding is as of its own filing, which may be dated before or after the meeting.

About this page

Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered funds disclose how they voted every proxy and institutional managers disclose their votes on executive pay (say-on-pay, say-on-frequency and golden parachutes), and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from FINANCIAL INSTITUTIONS INC.’s 10-Q dated April 30, 2024. This page is a static snapshot rebuilt weekly on October 25, 2026; a live search always shows the current data.

At FINANCIAL INSTITUTIONS INC.'s shareholder meeting held June 5, 2024, in the 2023-2024 proxy season, 172 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,703 separate fund positions. Their filings are grouped here into 7 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. On the most widely held item on that ballot — Advisory vote to approve the compensation of our named executive officers. — FINANCIAL INSTITUTIONS INC.'s filing reports the proposal as approved, with 89% support of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side). Source: FINANCIAL INSTITUTIONS INC.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on June 6, 2024.

FINANCIAL INSTITUTIONS INC. proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.

Download data (CSV): ballot items · votes by manager · column guide.