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FINANCIAL INSTITUTIONS INC. 2024-2025 Proxy Voting Records

Compiled from SEC Form N-PX filings and FINANCIAL INSTITUTIONS INC.’s Form 8-K, filed May 29, 2025 (Item 5.07 on EDGAR). Page generated October 18, 2026.

  • 8Ballot items
  • 187Asset managers
  • 1,593Fund votes
  • May 28, 2025Meeting date

Results at a glance

Meeting of May 28, 2025: 8 items on FINANCIAL INSTITUTIONS INC.’s Form 8-K, filed May 29, 2025: 3 approved · 5 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 2024-2025 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 May 29, 2025 (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 May 28, 2025
Ballot itemForAgainst AbstainWithheldBroker non-votesSupport (of votes cast)Reported outcomeVoting standard
Elect Director: Martin K. Birmingham 15,021,254---- 1,418,7671,915,489 91%Not verified—
Elect Director: Bruce W. Harting 15,024,386---- 1,415,6351,915,489 91%Not verified—
Elect Director: Angela J. Panzarella 15,411,266---- 1,028,7551,915,489 94%Not verified—
Elect Director: Robert L. Schrader 15,429,552---- 1,010,4691,915,489 94%Not verified—
Elect Director: Kim E. VanGelder 14,908,054---- 1,531,9671,915,489 91%Not verified—
2. Advisory Vote to Approve the Compensation of our Named Executive Officers 13,171,0613,203,19065,770 --1,915,489 80%Approved—
3. Approve the Second Amended and Restated 2015 Long-Term Incentive Plan 14,350,8462,066,02523,150 --1,915,489 87%Approved—
4. Ratification of Appointment of Independent Registered Public Accounting Firm 17,777,141565,30313,066 ---- 97%Approved—

Source: FINANCIAL INSTITUTIONS INC., Form 8-K, filed with the SEC on May 29, 2025 — read the filing on EDGAR.

How asset managers voted at the FINANCIAL INSTITUTIONS INC. 2024-2025 meeting

Each item below shows how the 187 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.

1. Elect Director: Angela J. Panzarella

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 4 wordings of this item as funds reported it.

94% Majority: yes · of votes cast

FOR 94%
FOR: 15,411,266WITHHELD: 1,028,755
Details: description as filed, official tally, votes by 64 asset managers

Description as filed by funds: Election of Directors: Angela J. Panzarella

FINANCIAL INSTITUTIONS INC.’s own tally for this item (“Elect Director: Angela J. Panzarella”): 15,411,266 for, 1,028,755 withheld, per its Form 8-K filed May 29, 2025 (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: 94% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 64 asset managers below reported 5,029,691 for.

FOR
FOR: 5,029,691
Largest asset managers voting on “Election of Directors: Angela J. Panzarella” at FINANCIAL INSTITUTIONS INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard1,011,1380 00For
BlackRock821,6260 00For
Dimensional619,6030 00For
Fidelity430,9690 00For
American Century367,0860 00For
Charles Schwab160,3330 00For
JPMorgan136,6720 00For
RMB INVESTORS TRUST100,0000 00For
SEI96,9300 00For
HOTCHKIS & WILEY FUNDS /DE/90,7610 00For
Putnam77,9640 00For
WisdomTree77,1680 00For
EA Series Trust74,9760 00For
First Trust72,1020 00For
BRIDGEWAY FUNDS INC70,0000 00For
Federated Hermes69,1250 00For
Columbia Threadneedle59,7000 00For
Principal56,0210 00For
Northern Trust51,3530 00For
Equitable48,3950 00For
TIAA44,0550 00For
ADVISORS' INNER CIRCLE FUND42,5900 00For
Prudential/PGIM41,1800 00For
TARGET PORTFOLIO TRUST40,6270 00For
Lincoln Financial37,2980 00For

Showing the 25 largest of 64 asset managers. See all 64 in the interactive database.

2. Elect Director: Bruce W. Harting

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 4 wordings of this item as funds reported it.

91% Majority: yes · of votes cast

FOR 91%
FOR: 15,024,386WITHHELD: 1,415,635
Details: description as filed, official tally, votes by 64 asset managers

Description as filed by funds: Election of Directors: Bruce W. Harting

FINANCIAL INSTITUTIONS INC.’s own tally for this item (“Elect Director: Bruce W. Harting”): 15,024,386 for, 1,415,635 withheld, per its Form 8-K filed May 29, 2025 (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: 91% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 64 asset managers below reported 5,029,691 for.

FOR
FOR: 5,029,691
Largest asset managers voting on “Election of Directors: Bruce W. Harting” at FINANCIAL INSTITUTIONS INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard1,011,1380 00For
BlackRock821,6260 00For
Dimensional619,6030 00For
Fidelity430,9690 00For
American Century367,0860 00For
Charles Schwab160,3330 00For
JPMorgan136,6720 00For
RMB INVESTORS TRUST100,0000 00For
SEI96,9300 00For
HOTCHKIS & WILEY FUNDS /DE/90,7610 00For
Putnam77,9640 00For
WisdomTree77,1680 00For
EA Series Trust74,9760 00For
First Trust72,1020 00For
BRIDGEWAY FUNDS INC70,0000 00For
Federated Hermes69,1250 00For
Columbia Threadneedle59,7000 00For
Principal56,0210 00For
Northern Trust51,3530 00For
Equitable48,3950 00For
TIAA44,0550 00For
ADVISORS' INNER CIRCLE FUND42,5900 00For
Prudential/PGIM41,1800 00For
TARGET PORTFOLIO TRUST40,6270 00For
Lincoln Financial37,2980 00For

Showing the 25 largest of 64 asset managers. See all 64 in the interactive database.

3. Elect Director: Kim E. VanGelder

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 5 wordings of this item as funds reported it.

91% Majority: yes · of votes cast

FOR 91%
FOR: 14,908,054WITHHELD: 1,531,967
Details: description as filed, official tally, votes by 64 asset managers

Description as filed by funds: Election of Directors: Kim E. VanGelder

FINANCIAL INSTITUTIONS INC.’s own tally for this item (“Elect Director: Kim E. VanGelder”): 14,908,054 for, 1,531,967 withheld, per its Form 8-K filed May 29, 2025 (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: 91% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 64 asset managers below reported 4,902,662 for, 52,053 withheld, 74,976 abstained.

FOR
FOR: 4,902,662ABSTAIN: 74,976WITHHOLD: 52,053
Largest asset managers voting on “Election of Directors: Kim E. VanGelder” at FINANCIAL INSTITUTIONS INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard1,011,1380 00For
BlackRock821,6260 00For
Dimensional619,6030 00For
Fidelity430,9690 00For
American Century367,0860 00For
Charles Schwab160,3330 00For
JPMorgan136,6720 00For
RMB INVESTORS TRUST100,0000 00For
SEI96,9300 00For
HOTCHKIS & WILEY FUNDS /DE/90,7610 00For
Putnam77,9640 00For
WisdomTree77,1680 00For
EA Series Trust00 74,9760Abstain
First Trust72,1020 00For
BRIDGEWAY FUNDS INC70,0000 00For
Federated Hermes69,1250 00For
Columbia Threadneedle59,7000 00For
Principal56,0210 00For
Northern Trust51,3530 00For
Equitable32,6050 015,790Mixed
TIAA44,0550 00For
ADVISORS' INNER CIRCLE FUND42,5900 00For
Prudential/PGIM41,1800 00For
TARGET PORTFOLIO TRUST40,6270 00For
Lincoln Financial37,2980 00For

Showing the 25 largest of 64 asset managers. See all 64 in the interactive database.

4. Elect Director: Martin K. Birmingham

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 4 wordings of this item as funds reported it.

91% Majority: yes · of votes cast

FOR 91%
FOR: 15,021,254WITHHELD: 1,418,767
Details: description as filed, official tally, votes by 64 asset managers

Description as filed by funds: Election of Directors: Martin K. Birmingham

FINANCIAL INSTITUTIONS INC.’s own tally for this item (“Elect Director: Martin K. Birmingham”): 15,021,254 for, 1,418,767 withheld, per its Form 8-K filed May 29, 2025 (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: 91% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 64 asset managers below reported 5,029,691 for.

FOR
FOR: 5,029,691
Largest asset managers voting on “Election of Directors: Martin K. Birmingham” at FINANCIAL INSTITUTIONS INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard1,011,1380 00For
BlackRock821,6260 00For
Dimensional619,6030 00For
Fidelity430,9690 00For
American Century367,0860 00For
Charles Schwab160,3330 00For
JPMorgan136,6720 00For
RMB INVESTORS TRUST100,0000 00For
SEI96,9300 00For
HOTCHKIS & WILEY FUNDS /DE/90,7610 00For
Putnam77,9640 00For
WisdomTree77,1680 00For
EA Series Trust74,9760 00For
First Trust72,1020 00For
BRIDGEWAY FUNDS INC70,0000 00For
Federated Hermes69,1250 00For
Columbia Threadneedle59,7000 00For
Principal56,0210 00For
Northern Trust51,3530 00For
Equitable48,3950 00For
TIAA44,0550 00For
ADVISORS' INNER CIRCLE FUND42,5900 00For
Prudential/PGIM41,1800 00For
TARGET PORTFOLIO TRUST40,6270 00For
Lincoln Financial37,2980 00For

Showing the 25 largest of 64 asset managers. See all 64 in the interactive database.

5. Elect Director: Robert L. Schrader

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 4 wordings of this item as funds reported it.

94% Majority: yes · of votes cast

FOR 94%
FOR: 15,429,552WITHHELD: 1,010,469
Details: description as filed, official tally, votes by 64 asset managers

Description as filed by funds: Election of Directors: Robert L. Schrader

FINANCIAL INSTITUTIONS INC.’s own tally for this item (“Elect Director: Robert L. Schrader”): 15,429,552 for, 1,010,469 withheld, per its Form 8-K filed May 29, 2025 (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: 94% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 64 asset managers below reported 5,029,691 for.

FOR
FOR: 5,029,691
Largest asset managers voting on “Election of Directors: Robert L. Schrader” at FINANCIAL INSTITUTIONS INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard1,011,1380 00For
BlackRock821,6260 00For
Dimensional619,6030 00For
Fidelity430,9690 00For
American Century367,0860 00For
Charles Schwab160,3330 00For
JPMorgan136,6720 00For
RMB INVESTORS TRUST100,0000 00For
SEI96,9300 00For
HOTCHKIS & WILEY FUNDS /DE/90,7610 00For
Putnam77,9640 00For
WisdomTree77,1680 00For
EA Series Trust74,9760 00For
First Trust72,1020 00For
BRIDGEWAY FUNDS INC70,0000 00For
Federated Hermes69,1250 00For
Columbia Threadneedle59,7000 00For
Principal56,0210 00For
Northern Trust51,3530 00For
Equitable48,3950 00For
TIAA44,0550 00For
ADVISORS' INNER CIRCLE FUND42,5900 00For
Prudential/PGIM41,1800 00For
TARGET PORTFOLIO TRUST40,6270 00For
Lincoln Financial37,2980 00For

Showing the 25 largest of 64 asset managers. See all 64 in the interactive database.

6. 3. Approve the Second Amended and Restated 2015 Long-Term Incentive Plan

Official resultFund totals may overlapCOMPENSATIONReported outcome: Approved

Combines 3 wordings of this item as funds reported it.

87% Approved · of votes cast

FOR 87%
FOR: 14,350,846AGAINST: 2,066,025
Details: description as filed, official tally, votes by 66 asset managers

Description as filed by funds: APPROVAL OF THE SECOND AMENDED AND RESTATED 2015 LONG-TERM INCENTIVE PLAN.

FINANCIAL INSTITUTIONS INC.’s own tally for this item (“3. Approve the Second Amended and Restated 2015 Long-Term Incentive Plan”): 14,350,846 for, 2,066,025 against — passed, per its Form 8-K filed May 29, 2025 (Item 5.07).

Reported outcome: Approved, in the filing’s own words: “Shareholders approved the Company's Second Amended and Restated 2015 Long-Term Incentive Plan.”
Support: 87% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

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).

Fund voting reports: 63 asset managers voting on “APPROVAL OF THE SECOND AMENDED AND RESTATED 2015 LONG-TERM INCENTIVE PLAN.” at FINANCIAL INSTITUTIONS INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard1,011,1380 00For
BlackRock821,6260 00For
Dimensional619,6030 00For
Fidelity430,9690 00For
American Century0367,086 00Against
Charles Schwab160,3330 00For
JPMorgan136,6720 00For
RMB INVESTORS TRUST100,0000 00For
SEI96,9300 00For
HOTCHKIS & WILEY FUNDS /DE/90,7610 00For
Putnam77,9640 00For
WisdomTree77,1680 00For
EA Series Trust74,9760 00For
First Trust72,1020 00For
BRIDGEWAY FUNDS INC70,0000 00For
Federated Hermes69,1250 00For
Columbia Threadneedle59,7000 00For
Principal56,0210 00For
Northern Trust51,3530 00For
Equitable48,3950 00For
TIAA44,0550 00For
ADVISORS' INNER CIRCLE FUND42,5900 00For
Prudential/PGIM41,1800 00For
TARGET PORTFOLIO TRUST40,6270 00For
Lincoln Financial37,2980 00For

Fund voting reports, all 63 managers: 4,612,223 for, 399,368 against. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 2 asset managers voting on “APPROVAL OF THE SECOND AMENDED AND RESTATED 2015 LONG-TERM INCENTIVE PLAN.” at FINANCIAL INSTITUTIONS INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
PL Capital Advisors, LLC1,251,7410 00For
UNITED CAPITAL FINANCIAL ADVISORS, LLC590 00For

Institutional-manager reports, all 2 managers: 1,251,800 for.

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

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

Combines 6 wordings of this item as funds reported it.

80% Approved · of votes cast

FOR 80%AGAINST
FOR: 13,171,061AGAINST: 3,203,190
Details: description as filed, official tally, votes by 187 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”): 13,171,061 for, 3,203,190 against — passed, per its Form 8-K filed May 29, 2025 (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 2025 Proxy.”
Support: 80% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

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).

Fund voting reports: 64 asset managers voting on “ADVISORY VOTE TO APPROVE THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS.” at FINANCIAL INSTITUTIONS INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard1,011,1380 00For
BlackRock821,6260 00For
Dimensional619,6030 00For
Fidelity430,9690 00For
American Century0367,086 00Against
Charles Schwab160,3330 00For
JPMorgan136,6720 00For
RMB INVESTORS TRUST100,0000 00For
SEI96,9300 00For
HOTCHKIS & WILEY FUNDS /DE/90,7610 00For
Putnam77,9640 00For
WisdomTree77,1680 00For
EA Series Trust74,9760 00For
First Trust72,1020 00For
BRIDGEWAY FUNDS INC70,0000 00For
Federated Hermes69,1250 00For
Columbia Threadneedle59,7000 00For
Principal56,0210 00For
Northern Trust51,3530 00For
Equitable48,3950 00For
TIAA44,0550 00For
ADVISORS' INNER CIRCLE FUND42,5900 00For
Prudential/PGIM41,1800 00For
TARGET PORTFOLIO TRUST40,6270 00For
Lincoln Financial37,2980 00For

Fund voting reports, all 64 managers: 4,654,638 for, 375,053 against. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 143 asset managers voting on “ADVISORY VOTE TO APPROVE THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS.” at FINANCIAL INSTITUTIONS INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
PL Capital Advisors, LLC01,251,741 00Against
ADAGE CAPITAL PARTNERS GP, L.L.C.766,8000 00For
BlackRock630,6100 00For
Ategra Capital Management, LLC0572,075 00Against
Wellington491,3960 00For
GEODE CAPITAL MANAGEMENT, LLC440,2120 00For
Fourthstone LLC406,8700 00For
American Century0379,204 00Against
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC287,3780 00For
State Street283,5910 00For
CANANDAIGUA NATIONAL BANK & TRUST CO280,3450 00For
Rhino Investment Partners, Inc271,9430 00For
Renaissance259,8270 00For
JPMorgan246,5210 00For
MALTESE CAPITAL MANAGEMENT LLC226,1000 00For
Stieven Capital Advisors, L.P.225,8000 00For
AllianceBernstein197,3260 00For
Charles Schwab160,3380 00For
LSV ASSET MANAGEMENT147,5170 00For
Northern Trust123,9380 00For
COURIER CAPITAL LLC120,4350 00For
ENDEAVOUR CAPITAL ADVISORS INC115,6940 00For
SEI98,9170 00For
Dimensional89,7240 00For
Putnam84,7480 00For

Institutional-manager reports, all 143 managers: 7,210,086 for, 2,210,712 against. Showing the 25 largest; see all in the interactive database.

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

Official resultAUDIT-RELATEDReported outcome: Approved

97% Approved · of votes cast

FOR 97%
FOR: 17,777,141AGAINST: 565,303
Details: description as filed, official tally, votes by 62 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, 2025.

FINANCIAL INSTITUTIONS INC.’s own tally for this item (“4. Ratification of Appointment of Independent Registered Public Accounting Firm”): 17,777,141 for, 565,303 against — passed, per its Form 8-K filed May 29, 2025 (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, 2025.”
Support: 97% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 62 asset managers below reported 4,934,669 for, 74,976 against.

FOR
FOR: 4,934,669AGAINST: 74,976
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., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard1,011,1380 00For
BlackRock821,6260 00For
Dimensional619,6030 00For
Fidelity430,9690 00For
American Century367,0860 00For
Charles Schwab160,3330 00For
JPMorgan136,6720 00For
RMB INVESTORS TRUST100,0000 00For
SEI96,9300 00For
HOTCHKIS & WILEY FUNDS /DE/90,7610 00For
Putnam77,9640 00For
WisdomTree77,1680 00For
EA Series Trust074,976 00Against
First Trust72,1020 00For
BRIDGEWAY FUNDS INC70,0000 00For
Federated Hermes69,1250 00For
Columbia Threadneedle59,7000 00For
Principal56,0210 00For
Northern Trust51,3530 00For
Equitable48,3950 00For
TIAA44,0550 00For
ADVISORS' INNER CIRCLE FUND42,5900 00For
Prudential/PGIM41,1800 00For
TARGET PORTFOLIO TRUST40,6270 00For
Lincoln Financial37,2980 00For

Showing the 25 largest of 62 asset managers. See all 62 in the interactive database.

Largest FINANCIAL INSTITUTIONS INC. shareholders voting in 2024-2025

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 20,109,712 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.”, 2024-2025
#Asset manager % of shares outstanding
1Vanguard 5.03%
2BlackRock 4.09%
3Dimensional 3.08%
4Fidelity 2.14%
5American Century 1.83%
6Charles Schwab 0.80%
7JPMorgan 0.68%
8RMB INVESTORS TRUST 0.50%
9SEI 0.48%
10HOTCHKIS & WILEY FUNDS /DE/ 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.”, 2024-2025
#Asset manager % of shares outstanding
1PL Capital Advisors, LLC 6.22%
2ADAGE CAPITAL PARTNERS GP, L.L.C. 3.81%
3BlackRock 3.14%
4Ategra Capital Management, LLC 2.84%
5Wellington 2.44%
6GEODE CAPITAL MANAGEMENT, LLC 2.19%
7Fourthstone LLC 2.02%
8American Century 1.89%
9HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 1.43%
10State Street 1.41%

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 2024-2025 proxy season
Holder % outstanding Disclosure
BlackRock 7.65% 13F
Dimensional Fund Advisors 5.28% 13F
Vanguard Group 5.13% 13F
Wellington Management 3.04% 13F
Geode Capital 2.24% 13F
JPMorgan Chase 1.64% 13F
State Street 1.55% 13F
Renaissance Technologies 1.51% 13F
Morgan Stanley 1.11% 13F
Northern Trust 1.09% 13F

Percentages above are of 20,109,712 shares outstanding, as reported by FINANCIAL INSTITUTIONS INC. on its Form 10-Q dated April 30, 2025 (see the filing on EDGAR). This is the count contemporaneous with the 2024-2025 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, 2025. This page is a static snapshot rebuilt weekly on October 18, 2026; a live search always shows the current data.

At FINANCIAL INSTITUTIONS INC.'s shareholder meeting held May 28, 2025, in the 2024-2025 proxy season, 187 asset managers reported how they voted on 8 ballot items in their SEC Form N-PX filings, covering 1,593 separate fund positions. 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 80% 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 May 29, 2025.

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

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