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Compiled from SEC Form N-PX filings and FINANCIAL INSTITUTIONS INC.’s Form 8-K, filed 2024-06-06 (Item 5.07 on EDGAR). Page generated 04 October 2026.
Explore FINANCIAL INSTITUTIONS INC. in the interactive database Compare manager voting policies
These tallies are FINANCIAL INSTITUTIONS INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2024-06-06 (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.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Outcome |
|---|---|---|---|---|---|---|
| Elect Director: Dawn H. Burlew | 10,451,207 | -- | -- | 756,791 | 2,531,289 | Majority: yes |
| Elect Director: Robert N. Latella | 9,045,955 | -- | -- | 2,162,043 | 2,531,289 | Majority: yes |
| Elect Director: Mauricio F. Riveros | 10,450,996 | -- | -- | 757,002 | 2,531,289 | Majority: yes |
| Elect Director: Mark A. Zupan | 10,445,690 | -- | -- | 762,308 | 2,531,289 | Majority: yes |
Source: FINANCIAL INSTITUTIONS INC., Form 8-K, filed with the SEC on 2024-06-06 — read the filing on EDGAR.
Each item below shows how the 173 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.
Combines 4 wordings of this item as funds reported it.
99.8% fund support · no official result
The 171 asset managers below cast 99.8% of the shares they voted on this item FOR (9,027,565 for, 14,865 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 1,241,953 | 0 | 0 | 0 | For |
| Dimensional | 996,667 | 0 | 0 | 0 | For |
| Vanguard | 791,674 | 0 | 0 | 0 | For |
| American Century | 473,884 | 0 | 0 | 0 | For |
| Fidelity | 372,947 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 334,297 | 0 | 0 | 0 | For |
| PL Capital Advisors, LLC | 319,782 | 0 | 0 | 0 | For |
| CANANDAIGUA NATIONAL BANK & TRUST CO | 301,222 | 0 | 0 | 0 | For |
| Renaissance | 285,369 | 0 | 0 | 0 | For |
| Prudential/PGIM | 257,503 | 0 | 0 | 0 | For |
| Charles Schwab | 244,004 | 0 | 0 | 0 | For |
| SEI | 199,991 | 0 | 0 | 0 | For |
| Northern Trust | 198,715 | 0 | 0 | 0 | For |
| LSV ASSET MANAGEMENT | 190,847 | 0 | 0 | 0 | For |
| Invesco | 154,343 | 0 | 0 | 0 | For |
| Federated Hermes | 138,250 | 0 | 0 | 0 | For |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 135,071 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 132,908 | 0 | 0 | 0 | For |
| ACADIAN ASSET MANAGEMENT LLC | 124,284 | 0 | 0 | 0 | For |
| Thrivent | 118,740 | 0 | 0 | 0 | For |
| Ensign Peak Advisors, Inc | 109,048 | 0 | 0 | 0 | For |
| Goldman Sachs | 98,543 | 0 | 0 | 0 | For |
| WisdomTree | 96,211 | 0 | 0 | 0 | For |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 90,981 | 0 | 0 | 0 | For |
| Two Sigma | 75,419 | 0 | 0 | 0 | For |
Showing the 25 largest of 171 asset managers. See all 171 in the interactive database.
Combines 4 wordings of this item as funds reported it.
100% fund support · no official result
The 168 asset managers below cast 100% of the shares they voted on this item FOR (336,682 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 0 | 0 | 0 | 0 | One Year |
| Dimensional | 0 | 0 | 0 | 0 | Three Years |
| Vanguard | 0 | 0 | 0 | 0 | One Year |
| American Century | 0 | 0 | 0 | 0 | One Year |
| Fidelity | 0 | 0 | 0 | 0 | One Year |
| GEODE CAPITAL MANAGEMENT, LLC | 0 | 0 | 0 | 0 | One Year |
| PL Capital Advisors, LLC | 319,782 | 0 | 0 | 0 | For |
| CANANDAIGUA NATIONAL BANK & TRUST CO | 0 | 0 | 0 | 0 | 1 Year |
| Renaissance | 0 | 0 | 0 | 0 | One Year |
| Prudential/PGIM | 0 | 0 | 0 | 0 | 1 Year |
| Charles Schwab | 0 | 0 | 0 | 0 | 1 Year |
| SEI | 0 | 0 | 0 | 0 | 1 Year |
| Northern Trust | 0 | 0 | 0 | 0 | 1 Year |
| LSV ASSET MANAGEMENT | 0 | 0 | 0 | 0 | 1 Year |
| Invesco | 0 | 0 | 0 | 0 | One Year |
| Federated Hermes | 0 | 0 | 0 | 0 | 1 Year |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0 | 0 | 0 | 0 | One Year |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 0 | 0 | 0 | 0 | One Year |
| ACADIAN ASSET MANAGEMENT LLC | 0 | 0 | 0 | 0 | One Year |
| Thrivent | 0 | 0 | 0 | 0 | One Year |
| Ensign Peak Advisors, Inc | 0 | 0 | 0 | 0 | 3 Years |
| Goldman Sachs | 0 | 0 | 0 | 0 | One Year |
| WisdomTree | 0 | 0 | 0 | 0 | One Year |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 0 | 0 | 0 | 0 | 1 Year |
| Two Sigma | 0 | 0 | 0 | 0 | One Year |
Showing the 25 largest of 168 asset managers. See all 168 in the interactive database.
Combines 3 wordings of this item as funds reported it.
99% fund support · no official result
The 67 asset managers below cast 99% of the shares they voted on this item FOR (4,210,387 for, 58,900 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Dimensional | 889,041 | 0 | 0 | 0 | For |
| Vanguard | 779,281 | 0 | 0 | 0 | For |
| BlackRock | 652,328 | 0 | 0 | 0 | For |
| Fidelity | 342,809 | 0 | 0 | 0 | For |
| American Century | 229,471 | 0 | 0 | 0 | For |
| Charles Schwab | 122,002 | 0 | 0 | 0 | For |
| SEI | 98,572 | 0 | 0 | 0 | For |
| WisdomTree | 96,211 | 0 | 0 | 0 | For |
| Invesco | 75,140 | 0 | 0 | 0 | For |
| Federated Hermes | 69,125 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 58,900 | 0 | 0 | Against |
| Thrivent | 58,120 | 0 | 0 | 0 | For |
| Prudential/PGIM | 56,995 | 0 | 0 | 0 | For |
| Northern Trust | 56,994 | 0 | 0 | 0 | For |
| TARGET PORTFOLIO TRUST | 56,327 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 50,000 | 0 | 0 | 0 | For |
| TIAA | 46,782 | 0 | 0 | 0 | For |
| ADVISORS' INNER CIRCLE FUND | 43,990 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 40,680 | 0 | 0 | 0 | For |
| Equitable | 40,329 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 39,961 | 0 | 0 | 0 | For |
| Goldman Sachs | 33,123 | 0 | 0 | 0 | For |
| Principal | 32,678 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 27,991 | 0 | 0 | 0 | For |
| Nationwide | 26,951 | 0 | 0 | 0 | For |
Showing the 25 largest of 67 asset managers. See all 67 in the interactive database.
Combines 3 wordings of this item as funds reported it.
93% Majority: yes · of votes cast
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 2024-06-06 (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. Of all 15,446,949 outstanding shares: 68% for, 5% withheld (73% of the company cast a for/withheld vote).
The 66 asset managers below cast 100% of the shares they voted on this item FOR (4,253,167 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Dimensional | 889,041 | 0 | 0 | 0 | For |
| Vanguard | 779,281 | 0 | 0 | 0 | For |
| BlackRock | 652,328 | 0 | 0 | 0 | For |
| Fidelity | 342,809 | 0 | 0 | 0 | For |
| American Century | 229,471 | 0 | 0 | 0 | For |
| Charles Schwab | 122,002 | 0 | 0 | 0 | For |
| SEI | 98,572 | 0 | 0 | 0 | For |
| WisdomTree | 96,211 | 0 | 0 | 0 | For |
| Invesco | 75,140 | 0 | 0 | 0 | For |
| Federated Hermes | 69,125 | 0 | 0 | 0 | For |
| EA Series Trust | 58,900 | 0 | 0 | 0 | For |
| Thrivent | 58,120 | 0 | 0 | 0 | For |
| Prudential/PGIM | 56,995 | 0 | 0 | 0 | For |
| Northern Trust | 56,994 | 0 | 0 | 0 | For |
| TARGET PORTFOLIO TRUST | 56,327 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 50,000 | 0 | 0 | 0 | For |
| TIAA | 46,782 | 0 | 0 | 0 | For |
| ADVISORS' INNER CIRCLE FUND | 43,990 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 40,680 | 0 | 0 | 0 | For |
| Equitable | 26,459 | 0 | 13,870 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 39,961 | 0 | 0 | 0 | For |
| Goldman Sachs | 33,123 | 0 | 0 | 0 | For |
| Principal | 32,678 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 27,991 | 0 | 0 | 0 | For |
| Nationwide | 26,951 | 0 | 0 | 0 | For |
Showing the 25 largest of 66 asset managers. See all 66 in the interactive database.
Combines 3 wordings of this item as funds reported it.
93% Majority: yes · of votes cast
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 2024-06-06 (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. Of all 15,446,949 outstanding shares: 68% for, 5% withheld (73% of the company cast a for/withheld vote).
The 66 asset managers below cast 100% of the shares they voted on this item FOR (4,253,167 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Dimensional | 889,041 | 0 | 0 | 0 | For |
| Vanguard | 779,281 | 0 | 0 | 0 | For |
| BlackRock | 652,328 | 0 | 0 | 0 | For |
| Fidelity | 342,809 | 0 | 0 | 0 | For |
| American Century | 229,471 | 0 | 0 | 0 | For |
| Charles Schwab | 122,002 | 0 | 0 | 0 | For |
| SEI | 98,572 | 0 | 0 | 0 | For |
| WisdomTree | 96,211 | 0 | 0 | 0 | For |
| Invesco | 75,140 | 0 | 0 | 0 | For |
| Federated Hermes | 69,125 | 0 | 0 | 0 | For |
| EA Series Trust | 58,900 | 0 | 0 | 0 | For |
| Thrivent | 58,120 | 0 | 0 | 0 | For |
| Prudential/PGIM | 56,995 | 0 | 0 | 0 | For |
| Northern Trust | 56,994 | 0 | 0 | 0 | For |
| TARGET PORTFOLIO TRUST | 56,327 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 50,000 | 0 | 0 | 0 | For |
| TIAA | 46,782 | 0 | 0 | 0 | For |
| ADVISORS' INNER CIRCLE FUND | 43,990 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 40,680 | 0 | 0 | 0 | For |
| Equitable | 26,459 | 0 | 13,870 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 39,961 | 0 | 0 | 0 | For |
| Goldman Sachs | 33,123 | 0 | 0 | 0 | For |
| Principal | 32,678 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 27,991 | 0 | 0 | 0 | For |
| Nationwide | 26,951 | 0 | 0 | 0 | For |
Showing the 25 largest of 66 asset managers. See all 66 in the interactive database.
Combines 3 wordings of this item as funds reported it.
93% Majority: yes · of votes cast
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 2024-06-06 (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. Of all 15,446,949 outstanding shares: 68% for, 5% withheld (73% of the company cast a for/withheld vote).
The 66 asset managers below cast 100% of the shares they voted on this item FOR (4,253,167 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Dimensional | 889,041 | 0 | 0 | 0 | For |
| Vanguard | 779,281 | 0 | 0 | 0 | For |
| BlackRock | 652,328 | 0 | 0 | 0 | For |
| Fidelity | 342,809 | 0 | 0 | 0 | For |
| American Century | 229,471 | 0 | 0 | 0 | For |
| Charles Schwab | 122,002 | 0 | 0 | 0 | For |
| SEI | 98,572 | 0 | 0 | 0 | For |
| WisdomTree | 96,211 | 0 | 0 | 0 | For |
| Invesco | 75,140 | 0 | 0 | 0 | For |
| Federated Hermes | 69,125 | 0 | 0 | 0 | For |
| EA Series Trust | 58,900 | 0 | 0 | 0 | For |
| Thrivent | 58,120 | 0 | 0 | 0 | For |
| Prudential/PGIM | 56,995 | 0 | 0 | 0 | For |
| Northern Trust | 56,994 | 0 | 0 | 0 | For |
| TARGET PORTFOLIO TRUST | 56,327 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 50,000 | 0 | 0 | 0 | For |
| TIAA | 46,782 | 0 | 0 | 0 | For |
| ADVISORS' INNER CIRCLE FUND | 43,990 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 40,680 | 0 | 0 | 0 | For |
| Equitable | 26,459 | 0 | 13,870 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 39,961 | 0 | 0 | 0 | For |
| Goldman Sachs | 33,123 | 0 | 0 | 0 | For |
| Principal | 32,678 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 27,991 | 0 | 0 | 0 | For |
| Nationwide | 26,951 | 0 | 0 | 0 | For |
Showing the 25 largest of 66 asset managers. See all 66 in the interactive database.
Combines 3 wordings of this item as funds reported it.
81% Majority: yes · of votes cast
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 2024-06-06 (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. Of all 15,446,949 outstanding shares: 59% for, 14% withheld (73% of the company cast a for/withheld vote).
The 66 asset managers below cast 100% of the shares they voted on this item FOR (3,826,221 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Dimensional | 889,041 | 0 | 0 | 0 | For |
| Vanguard | 779,281 | 0 | 0 | 0 | For |
| BlackRock | 652,328 | 0 | 0 | 0 | For |
| Fidelity | 342,809 | 0 | 0 | 0 | For |
| American Century | 229,471 | 0 | 0 | 0 | For |
| Charles Schwab | 122,002 | 0 | 0 | 0 | For |
| SEI | 0 | 0 | 98,572 | 0 | Abstain |
| WisdomTree | 96,211 | 0 | 0 | 0 | For |
| Invesco | 0 | 0 | 75,140 | 0 | Abstain |
| Federated Hermes | 69,125 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 0 | 58,900 | 0 | Abstain |
| Thrivent | 58,120 | 0 | 0 | 0 | For |
| Prudential/PGIM | 56,995 | 0 | 0 | 0 | For |
| Northern Trust | 56,994 | 0 | 0 | 0 | For |
| TARGET PORTFOLIO TRUST | 56,327 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 0 | 50,000 | 0 | Abstain |
| TIAA | 46,782 | 0 | 0 | 0 | For |
| ADVISORS' INNER CIRCLE FUND | 0 | 0 | 43,990 | 0 | Abstain |
| Columbia Threadneedle | 0 | 0 | 40,680 | 0 | Abstain |
| Equitable | 26,459 | 0 | 13,870 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 39,961 | 0 | 0 | 0 | For |
| Goldman Sachs | 33,123 | 0 | 0 | 0 | For |
| Principal | 32,678 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 27,991 | 0 | 0 | 0 | For |
| Nationwide | 26,951 | 0 | 0 | 0 | For |
Showing the 25 largest of 66 asset managers. See all 66 in the interactive database.
100% fund support · no official result
The 2 asset managers below cast 100% of the shares they voted on this item FOR (90 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| JPMorgan | 0 | 0 | 0 | 0 | One Year |
| Coyle Financial Counsel LLC | 90 | 0 | 0 | 0 | For |
Ranked by the number of FINANCIAL INSTITUTIONS INC. shares each manager voted on the most widely held ballot item of the 2023-2024 meeting, shown as a share of the 15,446,949 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | BlackRock | 8.04% |
| 2 | Dimensional | 6.45% |
| 3 | Vanguard | 5.13% |
| 4 | American Century | 3.07% |
| 5 | Fidelity | 2.41% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 2.16% |
| 7 | PL Capital Advisors, LLC | 2.07% |
| 8 | CANANDAIGUA NATIONAL BANK & TRUST CO | 1.95% |
| 9 | Renaissance | 1.85% |
| 10 | Prudential/PGIM | 1.67% |
Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).
| 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 2024-04-30 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, 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 2024-04-30. This page is a static snapshot rebuilt weekly on 04 October 2026; a live search always shows the current data.
At FINANCIAL INSTITUTIONS INC.'s shareholder meeting held 2024-06-05, in the 2023-2024 proxy season, 173 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,680 separate fund positions. Their filings are grouped here into 8 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. FINANCIAL INSTITUTIONS INC.'s own Form 8-K tally for this meeting is published below, but no row in it could be matched to the most widely held item, so this page states no certified outcome for that item. On that item — Advisory vote to approve the compensation of our named executive officers. — the reporting funds cast 99.8% of the shares they voted in favour (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). That is the aggregate of those managers' own N-PX disclosures, not the company's certified result, and the funds are a subset of all shareholders.
FINANCIAL INSTITUTIONS INC. proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.