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Compiled from SEC Form N-PX filings and FINANCIAL INSTITUTIONS INC.’s Form 8-K, filed 2025-05-29 (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 2025-05-29 (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: Martin K. Birmingham | 15,021,254 | -- | -- | 1,418,767 | 1,915,489 | Majority: yes |
| Elect Director: Bruce W. Harting | 15,024,386 | -- | -- | 1,415,635 | 1,915,489 | Majority: yes |
| Elect Director: Angela J. Panzarella | 15,411,266 | -- | -- | 1,028,755 | 1,915,489 | Majority: yes |
| Elect Director: Robert L. Schrader | 15,429,552 | -- | -- | 1,010,469 | 1,915,489 | Majority: yes |
| Elect Director: Kim E. VanGelder | 14,908,054 | -- | -- | 1,531,967 | 1,915,489 | Majority: yes |
| Proposal 3. Approve the Second Amended and Restated 2015 Long-Term Incentive Plan . Shareholders approved the Company's Second Amended and Restated 2015 Long-Term Incentive Plan. | 14,350,846 | 2,066,025 | 23,150 | -- | 1,915,489 | Majority: yes |
Source: FINANCIAL INSTITUTIONS INC., Form 8-K, filed with the SEC on 2025-05-29 — read the filing on EDGAR.
Each item below shows how the 188 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.
Meeting held 2025-05-28.
Combines 3 wordings of this item as funds reported it.
84% fund support · no official result
The 178 asset managers below cast 84% of the shares they voted on this item FOR (10,660,977 for, 2,013,690 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 1,452,236 | 0 | 0 | 0 | For |
| PL Capital Advisors, LLC | 0 | 1,251,741 | 0 | 0 | Against |
| Vanguard | 1,034,166 | 0 | 0 | 0 | For |
| American Century | 0 | 746,290 | 0 | 0 | Against |
| Dimensional | 709,327 | 0 | 0 | 0 | For |
| Wellington | 491,396 | 0 | 0 | 0 | For |
| Fidelity | 469,540 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 440,212 | 0 | 0 | 0 | For |
| Fourthstone LLC | 406,870 | 0 | 0 | 0 | For |
| Charles Schwab | 320,671 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 287,378 | 0 | 0 | 0 | For |
| State Street | 286,024 | 0 | 0 | 0 | For |
| CANANDAIGUA NATIONAL BANK & TRUST CO | 280,345 | 0 | 0 | 0 | For |
| Rhino Investment Partners, Inc | 271,943 | 0 | 0 | 0 | For |
| Renaissance | 259,827 | 0 | 0 | 0 | For |
| MALTESE CAPITAL MANAGEMENT LLC | 226,100 | 0 | 0 | 0 | For |
| Stieven Capital Advisors, L.P. | 225,800 | 0 | 0 | 0 | For |
| AllianceBernstein | 197,326 | 0 | 0 | 0 | For |
| SEI | 195,847 | 0 | 0 | 0 | For |
| Northern Trust | 175,291 | 0 | 0 | 0 | For |
| Putnam | 162,712 | 0 | 0 | 0 | For |
| LSV ASSET MANAGEMENT | 147,517 | 0 | 0 | 0 | For |
| Federated Hermes | 138,377 | 0 | 0 | 0 | For |
| ENDEAVOUR CAPITAL ADVISORS INC | 115,694 | 0 | 0 | 0 | For |
| Prudential/PGIM | 102,801 | 0 | 0 | 0 | For |
Showing the 25 largest of 178 asset managers. See all 178 in the interactive database.
Meeting held 2025-05-28.
Combines 3 wordings of this item as funds reported it.
87% Majority: yes · of votes cast
FINANCIAL INSTITUTIONS INC.’s own tally for this item (“Proposal 3. Approve the Second Amended and Restated 2015 Long-Term Incentive Plan . Shareholders approved the Company's Second Amended and Restated 2015 Long-Term Incentive Plan.”): 14,350,846 for, 2,066,025 against, per its Form 8-K filed 2025-05-29 (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 20,109,712 outstanding shares: 71% for, 10% against (82% of the company cast a for/against vote).
The 65 asset managers below cast 94% of the shares they voted on this item FOR (5,805,776 for, 399,368 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| PL Capital Advisors, LLC | 1,251,741 | 0 | 0 | 0 | For |
| Vanguard | 1,011,138 | 0 | 0 | 0 | For |
| BlackRock | 821,626 | 0 | 0 | 0 | For |
| Dimensional | 619,603 | 0 | 0 | 0 | For |
| Fidelity | 430,969 | 0 | 0 | 0 | For |
| American Century | 0 | 367,086 | 0 | 0 | Against |
| Charles Schwab | 160,333 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 100,000 | 0 | 0 | 0 | For |
| SEI | 96,930 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 90,761 | 0 | 0 | 0 | For |
| JPMorgan | 80,280 | 0 | 0 | 0 | For |
| Putnam | 77,964 | 0 | 0 | 0 | For |
| WisdomTree | 77,168 | 0 | 0 | 0 | For |
| EA Series Trust | 74,976 | 0 | 0 | 0 | For |
| First Trust | 72,102 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 70,000 | 0 | 0 | 0 | For |
| Federated Hermes | 69,125 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 59,700 | 0 | 0 | 0 | For |
| Principal | 56,021 | 0 | 0 | 0 | For |
| Northern Trust | 51,353 | 0 | 0 | 0 | For |
| Equitable | 48,395 | 0 | 0 | 0 | For |
| TIAA | 44,055 | 0 | 0 | 0 | For |
| ADVISORS' INNER CIRCLE FUND | 42,590 | 0 | 0 | 0 | For |
| Prudential/PGIM | 41,180 | 0 | 0 | 0 | For |
| TARGET PORTFOLIO TRUST | 40,627 | 0 | 0 | 0 | For |
Showing the 25 largest of 65 asset managers. See all 65 in the interactive database.
Meeting held 2025-05-28.
Combines 4 wordings of this item as funds reported it.
94% Majority: yes · of votes cast
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 2025-05-29 (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 20,109,712 outstanding shares: 77% for, 5% withheld (82% of the company cast a for/withheld vote).
The 64 asset managers below cast 100% of the shares they voted on this item FOR (4,971,444 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,011,138 | 0 | 0 | 0 | For |
| BlackRock | 821,626 | 0 | 0 | 0 | For |
| Dimensional | 619,603 | 0 | 0 | 0 | For |
| Fidelity | 430,969 | 0 | 0 | 0 | For |
| American Century | 367,086 | 0 | 0 | 0 | For |
| Charles Schwab | 160,333 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 100,000 | 0 | 0 | 0 | For |
| SEI | 96,930 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 90,761 | 0 | 0 | 0 | For |
| JPMorgan | 80,280 | 0 | 0 | 0 | For |
| Putnam | 77,964 | 0 | 0 | 0 | For |
| WisdomTree | 77,168 | 0 | 0 | 0 | For |
| EA Series Trust | 74,976 | 0 | 0 | 0 | For |
| First Trust | 72,102 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 70,000 | 0 | 0 | 0 | For |
| Federated Hermes | 69,125 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 59,700 | 0 | 0 | 0 | For |
| Principal | 56,021 | 0 | 0 | 0 | For |
| Northern Trust | 51,353 | 0 | 0 | 0 | For |
| Equitable | 48,395 | 0 | 0 | 0 | For |
| TIAA | 44,055 | 0 | 0 | 0 | For |
| ADVISORS' INNER CIRCLE FUND | 42,590 | 0 | 0 | 0 | For |
| Prudential/PGIM | 41,180 | 0 | 0 | 0 | For |
| TARGET PORTFOLIO TRUST | 40,627 | 0 | 0 | 0 | For |
| Lincoln Financial | 37,298 | 0 | 0 | 0 | For |
Showing the 25 largest of 64 asset managers. See all 64 in the interactive database.
Meeting held 2025-05-28.
Combines 4 wordings of this item as funds reported it.
91% Majority: yes · of votes cast
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 2025-05-29 (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 20,109,712 outstanding shares: 75% for, 7% withheld (82% of the company cast a for/withheld vote).
The 64 asset managers below cast 100% of the shares they voted on this item FOR (4,971,444 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,011,138 | 0 | 0 | 0 | For |
| BlackRock | 821,626 | 0 | 0 | 0 | For |
| Dimensional | 619,603 | 0 | 0 | 0 | For |
| Fidelity | 430,969 | 0 | 0 | 0 | For |
| American Century | 367,086 | 0 | 0 | 0 | For |
| Charles Schwab | 160,333 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 100,000 | 0 | 0 | 0 | For |
| SEI | 96,930 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 90,761 | 0 | 0 | 0 | For |
| JPMorgan | 80,280 | 0 | 0 | 0 | For |
| Putnam | 77,964 | 0 | 0 | 0 | For |
| WisdomTree | 77,168 | 0 | 0 | 0 | For |
| EA Series Trust | 74,976 | 0 | 0 | 0 | For |
| First Trust | 72,102 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 70,000 | 0 | 0 | 0 | For |
| Federated Hermes | 69,125 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 59,700 | 0 | 0 | 0 | For |
| Principal | 56,021 | 0 | 0 | 0 | For |
| Northern Trust | 51,353 | 0 | 0 | 0 | For |
| Equitable | 48,395 | 0 | 0 | 0 | For |
| TIAA | 44,055 | 0 | 0 | 0 | For |
| ADVISORS' INNER CIRCLE FUND | 42,590 | 0 | 0 | 0 | For |
| Prudential/PGIM | 41,180 | 0 | 0 | 0 | For |
| TARGET PORTFOLIO TRUST | 40,627 | 0 | 0 | 0 | For |
| Lincoln Financial | 37,298 | 0 | 0 | 0 | For |
Showing the 25 largest of 64 asset managers. See all 64 in the interactive database.
Meeting held 2025-05-28.
Combines 5 wordings of this item as funds reported it.
91% Majority: yes · of votes cast
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 2025-05-29 (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 20,109,712 outstanding shares: 74% for, 8% withheld (82% of the company cast a for/withheld vote).
The 64 asset managers below cast 100% of the shares they voted on this item FOR (4,844,415 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,011,138 | 0 | 0 | 0 | For |
| BlackRock | 821,626 | 0 | 0 | 0 | For |
| Dimensional | 619,603 | 0 | 0 | 0 | For |
| Fidelity | 430,969 | 0 | 0 | 0 | For |
| American Century | 367,086 | 0 | 0 | 0 | For |
| Charles Schwab | 160,333 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 100,000 | 0 | 0 | 0 | For |
| SEI | 96,930 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 90,761 | 0 | 0 | 0 | For |
| JPMorgan | 80,280 | 0 | 0 | 0 | For |
| Putnam | 77,964 | 0 | 0 | 0 | For |
| WisdomTree | 77,168 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 0 | 74,976 | 0 | Abstain |
| First Trust | 72,102 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 70,000 | 0 | 0 | 0 | For |
| Federated Hermes | 69,125 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 59,700 | 0 | 0 | 0 | For |
| Principal | 56,021 | 0 | 0 | 0 | For |
| Northern Trust | 51,353 | 0 | 0 | 0 | For |
| Equitable | 32,605 | 0 | 15,790 | 0 | For |
| TIAA | 44,055 | 0 | 0 | 0 | For |
| ADVISORS' INNER CIRCLE FUND | 42,590 | 0 | 0 | 0 | For |
| Prudential/PGIM | 41,180 | 0 | 0 | 0 | For |
| TARGET PORTFOLIO TRUST | 40,627 | 0 | 0 | 0 | For |
| Lincoln Financial | 37,298 | 0 | 0 | 0 | For |
Showing the 25 largest of 64 asset managers. See all 64 in the interactive database.
Meeting held 2025-05-28.
Combines 4 wordings of this item as funds reported it.
91% Majority: yes · of votes cast
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 2025-05-29 (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 20,109,712 outstanding shares: 75% for, 7% withheld (82% of the company cast a for/withheld vote).
The 64 asset managers below cast 100% of the shares they voted on this item FOR (4,971,444 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,011,138 | 0 | 0 | 0 | For |
| BlackRock | 821,626 | 0 | 0 | 0 | For |
| Dimensional | 619,603 | 0 | 0 | 0 | For |
| Fidelity | 430,969 | 0 | 0 | 0 | For |
| American Century | 367,086 | 0 | 0 | 0 | For |
| Charles Schwab | 160,333 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 100,000 | 0 | 0 | 0 | For |
| SEI | 96,930 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 90,761 | 0 | 0 | 0 | For |
| JPMorgan | 80,280 | 0 | 0 | 0 | For |
| Putnam | 77,964 | 0 | 0 | 0 | For |
| WisdomTree | 77,168 | 0 | 0 | 0 | For |
| EA Series Trust | 74,976 | 0 | 0 | 0 | For |
| First Trust | 72,102 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 70,000 | 0 | 0 | 0 | For |
| Federated Hermes | 69,125 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 59,700 | 0 | 0 | 0 | For |
| Principal | 56,021 | 0 | 0 | 0 | For |
| Northern Trust | 51,353 | 0 | 0 | 0 | For |
| Equitable | 48,395 | 0 | 0 | 0 | For |
| TIAA | 44,055 | 0 | 0 | 0 | For |
| ADVISORS' INNER CIRCLE FUND | 42,590 | 0 | 0 | 0 | For |
| Prudential/PGIM | 41,180 | 0 | 0 | 0 | For |
| TARGET PORTFOLIO TRUST | 40,627 | 0 | 0 | 0 | For |
| Lincoln Financial | 37,298 | 0 | 0 | 0 | For |
Showing the 25 largest of 64 asset managers. See all 64 in the interactive database.
Meeting held 2025-05-28.
Combines 4 wordings of this item as funds reported it.
94% Majority: yes · of votes cast
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 2025-05-29 (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 20,109,712 outstanding shares: 77% for, 5% withheld (82% of the company cast a for/withheld vote).
The 64 asset managers below cast 100% of the shares they voted on this item FOR (4,971,444 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,011,138 | 0 | 0 | 0 | For |
| BlackRock | 821,626 | 0 | 0 | 0 | For |
| Dimensional | 619,603 | 0 | 0 | 0 | For |
| Fidelity | 430,969 | 0 | 0 | 0 | For |
| American Century | 367,086 | 0 | 0 | 0 | For |
| Charles Schwab | 160,333 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 100,000 | 0 | 0 | 0 | For |
| SEI | 96,930 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 90,761 | 0 | 0 | 0 | For |
| JPMorgan | 80,280 | 0 | 0 | 0 | For |
| Putnam | 77,964 | 0 | 0 | 0 | For |
| WisdomTree | 77,168 | 0 | 0 | 0 | For |
| EA Series Trust | 74,976 | 0 | 0 | 0 | For |
| First Trust | 72,102 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 70,000 | 0 | 0 | 0 | For |
| Federated Hermes | 69,125 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 59,700 | 0 | 0 | 0 | For |
| Principal | 56,021 | 0 | 0 | 0 | For |
| Northern Trust | 51,353 | 0 | 0 | 0 | For |
| Equitable | 48,395 | 0 | 0 | 0 | For |
| TIAA | 44,055 | 0 | 0 | 0 | For |
| ADVISORS' INNER CIRCLE FUND | 42,590 | 0 | 0 | 0 | For |
| Prudential/PGIM | 41,180 | 0 | 0 | 0 | For |
| TARGET PORTFOLIO TRUST | 40,627 | 0 | 0 | 0 | For |
| Lincoln Financial | 37,298 | 0 | 0 | 0 | For |
Showing the 25 largest of 64 asset managers. See all 64 in the interactive database.
Meeting held 2025-05-28.
98% fund support · no official result
The 62 asset managers below cast 98% of the shares they voted on this item FOR (4,876,422 for, 74,976 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,011,138 | 0 | 0 | 0 | For |
| BlackRock | 821,626 | 0 | 0 | 0 | For |
| Dimensional | 619,603 | 0 | 0 | 0 | For |
| Fidelity | 430,969 | 0 | 0 | 0 | For |
| American Century | 367,086 | 0 | 0 | 0 | For |
| Charles Schwab | 160,333 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 100,000 | 0 | 0 | 0 | For |
| SEI | 96,930 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 90,761 | 0 | 0 | 0 | For |
| JPMorgan | 80,280 | 0 | 0 | 0 | For |
| Putnam | 77,964 | 0 | 0 | 0 | For |
| WisdomTree | 77,168 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 74,976 | 0 | 0 | Against |
| First Trust | 72,102 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 70,000 | 0 | 0 | 0 | For |
| Federated Hermes | 69,125 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 59,700 | 0 | 0 | 0 | For |
| Principal | 56,021 | 0 | 0 | 0 | For |
| Northern Trust | 51,353 | 0 | 0 | 0 | For |
| Equitable | 48,395 | 0 | 0 | 0 | For |
| TIAA | 44,055 | 0 | 0 | 0 | For |
| ADVISORS' INNER CIRCLE FUND | 42,590 | 0 | 0 | 0 | For |
| Prudential/PGIM | 41,180 | 0 | 0 | 0 | For |
| TARGET PORTFOLIO TRUST | 40,627 | 0 | 0 | 0 | For |
| Lincoln Financial | 37,298 | 0 | 0 | 0 | For |
Showing the 25 largest of 62 asset managers. See all 62 in the interactive database.
Meeting held 2025-05-28.
100% fund support · no official result
The 4 asset managers below cast 100% of the shares they voted on this item FOR (1,023,167 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 766,800 | 0 | 0 | 0 | For |
| JPMorgan | 236,321 | 0 | 0 | 0 | For |
| Empower | 18,100 | 0 | 0 | 0 | For |
| Virtus | 1,946 | 0 | 0 | 0 | For |
Meeting held 2025-05-28.
17% fund support · no official result
The 2 asset managers below cast 17% of the shares they voted on this item FOR (120,435 for, 572,075 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Ategra Capital Management, LLC | 0 | 572,075 | 0 | 0 | Against |
| COURIER CAPITAL LLC | 120,435 | 0 | 0 | 0 | For |
Meeting held 2024-06-05 (outside the 2024-2025 season's 1 July to 30 June window; reported in this season's filings).
Combines 2 wordings of this item as funds reported it.
100% fund support · no official result
The 2 asset managers below cast 100% of the shares they voted on this item FOR (794 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| COLDSTREAM CAPITAL MANAGEMENT INC | 794 | 0 | 0 | 0 | For |
| Echo45 Advisors LLC | 0 | 0 | 0 | 0 | -- |
Ranked by the number of FINANCIAL INSTITUTIONS INC. shares each manager voted on the most widely held ballot item of the 2024-2025 meeting, shown as a share of the 20,109,712 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | BlackRock | 7.22% |
| 2 | PL Capital Advisors, LLC | 6.22% |
| 3 | Vanguard | 5.14% |
| 4 | American Century | 3.71% |
| 5 | Dimensional | 3.53% |
| 6 | Wellington | 2.44% |
| 7 | Fidelity | 2.33% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 2.19% |
| 9 | Fourthstone LLC | 2.02% |
| 10 | Charles Schwab | 1.59% |
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 | 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 2025-04-30 (see the filing on EDGAR). This is the count contemporaneous with the 2024-2025 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 2025-04-30. 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 2025-05-28, in the 2024-2025 proxy season, 188 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,584 separate fund positions. Their filings are grouped here into 11 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 84% 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 · 2024-2025 (this page) · 2025-2026.