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Compiled from SEC Form N-PX filings and Financial Institutions, Inc.’s Form 8-K, filed 2026-05-21 (Item 5.07 on EDGAR). Page generated 02 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 2026-05-21 (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: David P. Bovenzi | 14,164,893 | -- | -- | 1,273,006 | 2,263,471 | Majority: yes |
| Elect Director: Andrew W. Dorn, Jr. | 13,863,041 | -- | -- | 1,574,858 | 2,263,471 | Majority: yes |
| Elect Director: Steven C. Finch | 14,141,874 | -- | -- | 1,296,025 | 2,263,471 | Majority: yes |
| Elect Director: Robert M. Glaser | 13,734,999 | -- | -- | 1,702,900 | 2,263,471 | Majority: yes |
| Elect Director: Susan R. Holliday | 13,860,432 | -- | -- | 1,577,467 | 2,263,471 | Majority: yes |
Source: Financial Institutions, Inc., Form 8-K, filed with the SEC on 2026-05-21 — read the filing on EDGAR.
Each item below shows how the 195 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 2 wordings of this item as funds reported it.
98% fund support · no official result
The 191 asset managers below cast 98% of the shares they voted on this item FOR (12,417,147 for, 194,775 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| PL Capital Advisors, LLC | 1,812,679 | 0 | 0 | 0 | For |
| BlackRock | 1,409,488 | 0 | 331 | 0 | For |
| Vanguard | 1,191,859 | 1 | 0 | 0 | For |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 925,776 | 0 | 0 | 0 | For |
| Wellington | 655,135 | 0 | 0 | 0 | For |
| Fidelity | 627,483 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 553,782 | 0 | 0 | 0 | For |
| ACADIAN ASSET MANAGEMENT LLC | 422,355 | 0 | 0 | 0 | For |
| Dimensional | 378,731 | 0 | 0 | 0 | For |
| Charles Schwab | 319,938 | 0 | 0 | 0 | For |
| AllianceBernstein | 253,226 | 0 | 0 | 0 | For |
| Hillsdale Investment Management Inc. | 233,080 | 0 | 0 | 0 | For |
| ProShares | 205,581 | 0 | 0 | 0 | For |
| SEI | 195,979 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 181,722 | 0 | 0 | 0 | For |
| Renaissance | 169,406 | 0 | 0 | 0 | For |
| Two Sigma | 157,112 | 0 | 0 | 0 | For |
| CANANDAIGUA NATIONAL BANK & TRUST CO | 155,181 | 0 | 0 | 0 | For |
| Northern Trust | 149,278 | 0 | 0 | 0 | For |
| MALTESE CAPITAL MANAGEMENT LLC | 124,213 | 0 | 0 | 0 | For |
| American Century | 119,685 | 0 | 0 | 0 | For |
| JPMorgan | 113,210 | 0 | 0 | 0 | For |
| Thrivent | 102,070 | 0 | 0 | 0 | For |
| EA Series Trust | 101,183 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 100,000 | 0 | 0 | 0 | For |
Showing the 25 largest of 191 asset managers. See all 191 in the interactive database.
Combines 3 wordings of this item as funds reported it.
100% fund support · no official result
The 62 asset managers below cast 100% of the shares they voted on this item FOR (4,240,937 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,036,620 | 0 | 0 | 0 | For |
| BlackRock | 740,461 | 0 | 0 | 0 | For |
| Fidelity | 555,560 | 0 | 0 | 0 | For |
| Dimensional | 273,136 | 0 | 0 | 0 | For |
| ProShares | 205,581 | 0 | 0 | 0 | For |
| Charles Schwab | 159,933 | 0 | 0 | 0 | For |
| JPMorgan | 113,210 | 0 | 0 | 0 | For |
| EA Series Trust | 101,183 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 100,000 | 0 | 0 | 0 | For |
| SEI | 96,938 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 70,000 | 0 | 0 | 0 | For |
| American Century | 59,577 | 0 | 0 | 0 | For |
| WisdomTree | 57,107 | 0 | 0 | 0 | For |
| TIAA | 53,675 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 51,351 | 0 | 0 | 0 | For |
| Thrivent | 49,874 | 0 | 0 | 0 | For |
| Equitable | 44,946 | 0 | 0 | 0 | For |
| ADVISORS' INNER CIRCLE FUND | 34,400 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 32,558 | 0 | 0 | 0 | For |
| Principal | 32,065 | 0 | 0 | 0 | For |
| Brighthouse | 27,580 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 27,163 | 0 | 0 | 0 | For |
| Goldman Sachs | 25,448 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 24,424 | 0 | 0 | 0 | For |
| Prudential/PGIM | 23,480 | 0 | 0 | 0 | For |
Showing the 25 largest of 62 asset managers. See all 62 in the interactive database.
Combines 6 wordings of this item as funds reported it.
90% Majority: yes · of votes cast
Financial Institutions, Inc.’s own tally for this item (“Elect Director: Andrew W. Dorn, Jr.”): 13,863,041 for, 1,574,858 withheld, per its Form 8-K filed 2026-05-21 (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 19,686,370 outstanding shares: 70% for, 8% withheld (78% of the company cast a for/withheld vote).
The 62 asset managers below cast 100% of the shares they voted on this item FOR (4,239,401 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,036,619 | 0 | 1 | 0 | For |
| BlackRock | 740,461 | 0 | 0 | 0 | For |
| Fidelity | 555,560 | 0 | 0 | 0 | For |
| Dimensional | 273,136 | 0 | 0 | 0 | For |
| ProShares | 205,581 | 0 | 0 | 0 | For |
| Charles Schwab | 159,933 | 0 | 0 | 0 | For |
| JPMorgan | 113,210 | 0 | 0 | 0 | For |
| EA Series Trust | 101,183 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 100,000 | 0 | 0 | 0 | For |
| SEI | 96,938 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 70,000 | 0 | 0 | 0 | For |
| American Century | 59,577 | 0 | 0 | 0 | For |
| WisdomTree | 57,107 | 0 | 0 | 0 | For |
| TIAA | 53,675 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 51,351 | 0 | 0 | 0 | For |
| Thrivent | 49,874 | 0 | 0 | 0 | For |
| Equitable | 32,296 | 0 | 12,650 | 0 | For |
| ADVISORS' INNER CIRCLE FUND | 34,400 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 32,558 | 0 | 0 | 0 | For |
| Principal | 32,065 | 0 | 0 | 0 | For |
| Brighthouse | 27,580 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 27,163 | 0 | 0 | 0 | For |
| Goldman Sachs | 25,448 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 24,424 | 0 | 0 | 0 | For |
| Prudential/PGIM | 23,480 | 0 | 0 | 0 | For |
Showing the 25 largest of 62 asset managers. See all 62 in the interactive database.
Combines 6 wordings of this item as funds reported it.
92% Majority: yes · of votes cast
Financial Institutions, Inc.’s own tally for this item (“Elect Director: David P. Bovenzi”): 14,164,893 for, 1,273,006 withheld, per its Form 8-K filed 2026-05-21 (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 19,686,370 outstanding shares: 72% for, 6% withheld (78% of the company cast a for/withheld vote).
The 62 asset managers below cast 100% of the shares they voted on this item FOR (4,252,156 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,036,619 | 0 | 1 | 0 | For |
| BlackRock | 740,461 | 0 | 0 | 0 | For |
| Fidelity | 555,560 | 0 | 0 | 0 | For |
| Dimensional | 273,136 | 0 | 0 | 0 | For |
| ProShares | 205,581 | 0 | 0 | 0 | For |
| Charles Schwab | 159,933 | 0 | 0 | 0 | For |
| JPMorgan | 113,210 | 0 | 0 | 0 | For |
| EA Series Trust | 101,183 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 100,000 | 0 | 0 | 0 | For |
| SEI | 96,938 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 70,000 | 0 | 0 | 0 | For |
| American Century | 59,577 | 0 | 0 | 0 | For |
| WisdomTree | 57,107 | 0 | 0 | 0 | For |
| TIAA | 53,675 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 51,351 | 0 | 0 | 0 | For |
| Thrivent | 49,874 | 0 | 0 | 0 | For |
| Equitable | 44,946 | 0 | 0 | 0 | For |
| ADVISORS' INNER CIRCLE FUND | 34,400 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 32,558 | 0 | 0 | 0 | For |
| Principal | 32,065 | 0 | 0 | 0 | For |
| Brighthouse | 27,580 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 27,163 | 0 | 0 | 0 | For |
| Goldman Sachs | 25,448 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 24,424 | 0 | 0 | 0 | For |
| Prudential/PGIM | 23,480 | 0 | 0 | 0 | For |
Showing the 25 largest of 62 asset managers. See all 62 in the interactive database.
Combines 6 wordings of this item as funds reported it.
89% Majority: yes · of votes cast
Financial Institutions, Inc.’s own tally for this item (“Elect Director: Robert M. Glaser”): 13,734,999 for, 1,702,900 withheld, per its Form 8-K filed 2026-05-21 (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 19,686,370 outstanding shares: 70% for, 9% withheld (78% of the company cast a for/withheld vote).
The 62 asset managers below cast 100% of the shares they voted on this item FOR (4,137,519 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,035,920 | 0 | 700 | 0 | For |
| BlackRock | 740,461 | 0 | 0 | 0 | For |
| Fidelity | 555,560 | 0 | 0 | 0 | For |
| Dimensional | 273,136 | 0 | 0 | 0 | For |
| ProShares | 205,581 | 0 | 0 | 0 | For |
| Charles Schwab | 159,933 | 0 | 0 | 0 | For |
| JPMorgan | 113,210 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 0 | 101,183 | 0 | Abstain |
| RMB INVESTORS TRUST | 100,000 | 0 | 0 | 0 | For |
| SEI | 96,938 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 70,000 | 0 | 0 | 0 | For |
| American Century | 59,577 | 0 | 0 | 0 | For |
| WisdomTree | 57,107 | 0 | 0 | 0 | For |
| TIAA | 53,675 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 51,351 | 0 | 0 | 0 | For |
| Thrivent | 49,874 | 0 | 0 | 0 | For |
| Equitable | 32,296 | 0 | 12,650 | 0 | For |
| ADVISORS' INNER CIRCLE FUND | 34,400 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 32,558 | 0 | 0 | 0 | For |
| Principal | 32,065 | 0 | 0 | 0 | For |
| Brighthouse | 27,580 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 27,163 | 0 | 0 | 0 | For |
| Goldman Sachs | 25,448 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 24,424 | 0 | 0 | 0 | For |
| Prudential/PGIM | 23,480 | 0 | 0 | 0 | For |
Showing the 25 largest of 62 asset managers. See all 62 in the interactive database.
Combines 6 wordings of this item as funds reported it.
92% Majority: yes · of votes cast
Financial Institutions, Inc.’s own tally for this item (“Elect Director: Steven C. Finch”): 14,141,874 for, 1,296,025 withheld, per its Form 8-K filed 2026-05-21 (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 19,686,370 outstanding shares: 72% for, 7% withheld (78% of the company cast a for/withheld vote).
The 62 asset managers below cast 100% of the shares they voted on this item FOR (4,252,156 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,036,619 | 0 | 1 | 0 | For |
| BlackRock | 740,461 | 0 | 0 | 0 | For |
| Fidelity | 555,560 | 0 | 0 | 0 | For |
| Dimensional | 273,136 | 0 | 0 | 0 | For |
| ProShares | 205,581 | 0 | 0 | 0 | For |
| Charles Schwab | 159,933 | 0 | 0 | 0 | For |
| JPMorgan | 113,210 | 0 | 0 | 0 | For |
| EA Series Trust | 101,183 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 100,000 | 0 | 0 | 0 | For |
| SEI | 96,938 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 70,000 | 0 | 0 | 0 | For |
| American Century | 59,577 | 0 | 0 | 0 | For |
| WisdomTree | 57,107 | 0 | 0 | 0 | For |
| TIAA | 53,675 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 51,351 | 0 | 0 | 0 | For |
| Thrivent | 49,874 | 0 | 0 | 0 | For |
| Equitable | 44,946 | 0 | 0 | 0 | For |
| ADVISORS' INNER CIRCLE FUND | 34,400 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 32,558 | 0 | 0 | 0 | For |
| Principal | 32,065 | 0 | 0 | 0 | For |
| Brighthouse | 27,580 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 27,163 | 0 | 0 | 0 | For |
| Goldman Sachs | 25,448 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 24,424 | 0 | 0 | 0 | For |
| Prudential/PGIM | 23,480 | 0 | 0 | 0 | For |
Showing the 25 largest of 62 asset managers. See all 62 in the interactive database.
Combines 6 wordings of this item as funds reported it.
90% Majority: yes · of votes cast
Financial Institutions, Inc.’s own tally for this item (“Elect Director: Susan R. Holliday”): 13,860,432 for, 1,577,467 withheld, per its Form 8-K filed 2026-05-21 (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 19,686,370 outstanding shares: 70% for, 8% withheld (78% of the company cast a for/withheld vote).
The 62 asset managers below cast 100% of the shares they voted on this item FOR (4,148,661 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,035,920 | 0 | 700 | 0 | For |
| BlackRock | 740,461 | 0 | 0 | 0 | For |
| Fidelity | 555,560 | 0 | 0 | 0 | For |
| Dimensional | 273,136 | 0 | 0 | 0 | For |
| ProShares | 205,581 | 0 | 0 | 0 | For |
| Charles Schwab | 159,933 | 0 | 0 | 0 | For |
| JPMorgan | 113,210 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 0 | 101,183 | 0 | Abstain |
| RMB INVESTORS TRUST | 100,000 | 0 | 0 | 0 | For |
| SEI | 96,938 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 70,000 | 0 | 0 | 0 | For |
| American Century | 59,577 | 0 | 0 | 0 | For |
| WisdomTree | 57,107 | 0 | 0 | 0 | For |
| TIAA | 53,675 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 51,351 | 0 | 0 | 0 | For |
| Thrivent | 49,874 | 0 | 0 | 0 | For |
| Equitable | 44,946 | 0 | 0 | 0 | For |
| ADVISORS' INNER CIRCLE FUND | 34,400 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 32,558 | 0 | 0 | 0 | For |
| Principal | 32,065 | 0 | 0 | 0 | For |
| Brighthouse | 27,580 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 27,163 | 0 | 0 | 0 | For |
| Goldman Sachs | 25,448 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 24,424 | 0 | 0 | 0 | For |
| Prudential/PGIM | 23,480 | 0 | 0 | 0 | For |
Showing the 25 largest of 62 asset managers. See all 62 in the interactive database.
4% fund support · no official result
The 2 asset managers below cast 4% of the shares they voted on this item FOR (21,034 for, 564,100 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Ategra Capital Management, LLC | 0 | 564,100 | 0 | 0 | Against |
| COURIER CAPITAL LLC | 21,034 | 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 2025-2026 meeting, shown as a share of the 19,686,370 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | PL Capital Advisors, LLC | 9.21% |
| 2 | BlackRock | 7.16% |
| 3 | Vanguard | 6.05% |
| 4 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 4.70% |
| 5 | Wellington | 3.33% |
| 6 | Fidelity | 3.19% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 2.81% |
| 8 | ACADIAN ASSET MANAGEMENT LLC | 2.15% |
| 9 | Dimensional | 1.92% |
| 10 | Charles Schwab | 1.63% |
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 | 7.51% | 13F |
| Vanguard Group | 5.88% | 13F |
| Dimensional Fund Advisors | 4.86% | 13F |
| Wellington Management | 4.57% | 13F |
| State Street | 2.94% | 13F |
| Geode Capital | 2.89% | 13F |
| Morgan Stanley | 1.71% | 13F |
| Two Sigma | 1.40% | 13F |
| Goldman Sachs | 1.25% | 13F |
| JPMorgan Chase | 1.23% | 13F |
Percentages above are of 19,686,370 shares outstanding, as reported by Financial Institutions, Inc. on its Form 10-Q dated 2026-04-28 (see the filing on EDGAR). This is the count contemporaneous with the 2025-2026 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 2026-04-28. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.
At Financial Institutions, Inc.'s shareholder meeting held 2026-05-20, in the 2025-2026 proxy season, 195 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,507 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 98% 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 · 2025-2026 (this page).