Tompkins FinancialTMP

13F holders, Q2 2024 (June 30)
150holders +3
24new positions
20sold out
4famous investors
$48.92avg. 13F price*

At the end of Q2 2024, 150 institutions reported holding Tompkins Financial Corp. (TMP) in their 13F filings, up 3 from Q1 2024. 24 opened new positions and 20 sold out. The largest holders were BlackRock Inc. ($95.9M), State Street Corp. ($64.7M) and Vanguard Group Inc. ($62.8M). 4 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Tompkins Financial Corp.
CUSIP
890110109
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 147Q1 2024Q2 2024: 150Q2 2024Q3 2024: 158Q3 2024Q4 2024: 177Q4 2024Q1 2025: 173Q1 2025Q2 2025: 186Q2 2025Q3 2025: 193Q3 2025Q4 2025: 197Q4 2025Q1 2026: 207Q1 2026Q2 2026: 222Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions24$6.3M
Exits20$2.0M

All 13F filers, Q1 2024 → Q2 2024: 384,109 shares bought and 384,536 shares sold, net −427 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 150 holders

BlackRock Inc. 0.00% Reduce -3.7% 1,960,910 $95.9M
State Street Corp. 0.00% Reduce -4.8% 1,323,635 $64.7M
Vanguard Group Inc. 0.00% Reduce -3.7% 1,284,262 $62.8M
Tompkins Financial Corp. 6.05% Add +0.2% 1,182,021 $57.8M
Dimensional Fund Advisors LP 0.01% Add +6.5% 571,421 $27.9M
Geode Capital Management, LLC 0.00% Reduce -0.2% 289,546 $14.2M
Charles Schwab Investment Management Inc. 0.00% Reduce -6.8% 162,873 $8.0M
Northern Trust Corp. 0.00% Add +7.9% 141,872 $6.9M
Morgan Stanley 0.00% Reduce -10.3% 139,880 $6.8M
Hotchkis & Wiley Capital Management LLC 0.02% Add +17.6% 134,280 $6.6M
ProShare Advisors LLC 0.02% Reduce -15.4% 131,831 $6.4M
Bank of New York Mellon Corp 0.00% Add +9.7% 126,288 $6.2M
John G Ullman & Associates Inc. 0.92% Add +21.5% 123,727 $6.1M
Cornell Pochily Investment Advisors, Inc. 2.02% Reduce -3.4% 108,731 $5.3M
Goldman Sachs Group Inc. 0.00% Add +123.4% 79,062 $3.9M
American Century Companies Inc. 0.00% Reduce -19.1% 77,749 $3.8M
Principal Financial Group Inc. 0.00% Reduce -5.2% 61,858 $3.0M
Invesco Ltd. 0.00% Add +1.3% 57,550 $2.8M
Ameriprise Financial Inc. 0.00% Add +2.1% 51,145 $2.5M
D. E. Shaw & Co. 0.00% Add +115.0% 50,194 $2.5M
Bank of America Corp. 0.00% Add +8.6% 48,937 $2.4M
State of New Jersey Common Pension Fund D 0.01% Reduce -28.7% 41,394 $2.0M
Rhumbline Advisers 0.00% Reduce -3.6% 40,673 $2.0M
Two Sigma Investments, LP 0.00% Add +69.3% 38,508 $1.9M
Nuveen Asset Management, LLC 0.00% No change 37,189 $1.8M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -1.6% 35,222 $1.7M
UBS Group AG 0.00% Reduce -6.8% 34,613 $1.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +115.8% 33,904 $1.7M
Legal & General Group Plc 0.00% Reduce -1.2% 33,187 $1.6M
Two Sigma Advisers, LP 0.00% Add +12.8% 32,500 $1.6M
Coombe, Bender & Co LLC 0.91% Reduce -0.8% 31,559 $1.5M
Public Sector Pension Investment Board 0.01% Add +6.4% 27,569 $1.3M
Millennium Management 0.00% New 27,041 $1.3M
JPMorgan Chase & Co. 0.00% Reduce -36.7% 26,055 $1.3M
Swiss National Bank 0.00% No change 24,100 $1.2M
Logan Capital Management Inc. 0.05% No change 23,439 $1.1M
Bank of Montreal 0.00% New 22,675 $1.1M
New York State Teachers Retirement System 0.00% Reduce -4.4% 21,602 $1.1M
Alliancebernstein L.P. 0.00% No change 20,896 $1.0M
Citigroup Inc. 0.00% Reduce -4.3% 20,241 $990K
WINTON GROUP Ltd 0.07% Add +32.9% 20,168 $986K
T. Rowe Price Associates Inc. 0.00% Add +13.3% 18,778 $919K
Rafferty Asset Management, LLC 0.00% Add +4.4% 17,511 $856K
HRT Financial LP 0.00% New 16,136 $789K
Rise Advisors, LLC 0.41% Reduce -0.0% 15,822 $774K
WASHINGTON TRUST Co 0.03% No change 15,410 $754K
Royal Bank of Canada 0.00% Reduce -0.8% 15,353 $751K
CANADA LIFE ASSURANCE Co 0.00% Add +27.5% 14,837 $719K
Chicago Partners Investment Group LLC 0.03% Add +1.3% 10,699 $684K
Prudential Financial Inc. 0.00% Reduce -6.8% 13,330 $652K
Cardinal Capital Management 0.11% Add +11.3% 12,863 $629K
Renaissance Technologies 0.00% Reduce -6.5% 12,830 $627K
Barclays PLC 0.00% Reduce -46.2% 12,000 $587K
California State Teachers Retirement System 0.00% Reduce -3.1% 11,975 $586K
Sterling Investment Counsel, LLC 0.22% No change 11,394 $557K
Qube Research & Technologies Ltd 0.00% Add +854.0% 11,038 $540K
Jane Street Group, LLC 0.00% New 10,890 $533K
Waldron Private Wealth LLC 0.02% No change 10,766 $526K
United Capital Financial Advisors, LLC 0.00% New 10,755 $526K
Thrivent Financial for Lutherans 0.00% Reduce -4.3% 10,403 $509K
Waverly Advisors, LLC 0.01% Reduce -14.1% 9,810 $480K
AQR Capital Management 0.00% New 9,566 $468K
Focus Partners Wealth 0.00% No change 8,847 $433K
Gsa Capital Partners LLP 0.03% New 8,111 $397K
Savant Capital, LLC 0.00% Add +40.4% 7,941 $388K
MetLife Investment Management, LLC 0.00% Add +10.6% 7,881 $385K
Cobblestone Capital Advisors LLC 0.02% No change 7,797 $381K
Wells Fargo & Company 0.00% Add +6.3% 7,660 $375K
Susquehanna International Group, LLP 0.00% Add +29.3% 7,496 $367K
Commonwealth Equity Services, LLC 0.00% Add +0.9% 7,396 $362K
Corebridge Financial, Inc. 0.00% — 7,375 $361K
State of Alaska, Department of Revenue 0.00% Reduce -3.6% 7,358 $359K
Illinois Municipal Retirement Fund 0.01% Add +2.3% 7,282 $356K
W.G. Shaheen & Associates DBA Whitney & Co 0.04% Reduce -31.5% 6,730 $329K
ExodusPoint Capital Management, LP 0.00% Add +15.4% 6,541 $320K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% — 6,508 $318K
Louisiana State Employees Retirement System 0.01% Add +1.6% 6,300 $308K
Janus Henderson Group PLC 0.00% Reduce -1.1% 6,309 $306K
Quadrature Capital Ltd 0.01% Reduce -48.6% 6,111 $296K
SG Americas Securities, LLC 0.00% New 5,768 $282K
New York State Common Retirement Fund 0.00% Add +2.1% 5,717 $280K
Occudo Quantitative Strategies LP 0.05% Reduce -12.9% 5,675 $278K
Deutsche Bank AG 0.00% Reduce -17.9% 5,662 $277K
Bourne Lent Asset Management Inc. 0.10% Add +3.9% 5,334 $261K
EntryPoint Capital, LLC 0.12% Add +258.2% 5,280 $258K
Gallagher Fiduciary Advisors, LLC 0.06% New 5,263 $257K
Jacobs Levy Equity Management, Inc. 0.00% New 5,250 $257K
Cornell University 5.57% No change 5,232 $256K
Atria Investments, Inc 0.00% New 5,230 $256K
Sei Investments Co. 0.00% Add +23.8% 5,194 $254K
BNP Paribas Financial Markets 0.00% Reduce -24.6% 5,190 $254K
Manufacturers Life Insurance Company, The 0.00% Reduce -1.9% 5,176 $253K
Carolinas Wealth Consulting LLC 0.05% Add +1.3% 5,101 $249K
Strategic Financial Services, Inc. 0.02% No change 5,095 $249K
Yousif Capital Management, LLC 0.00% Reduce -10.4% 5,094 $249K
Voya Investment Management LLC 0.00% No change 4,966 $243K
Tritonpoint Wealth, LLC 0.02% No change 4,737 $232K
Comerica Bank 0.00% Reduce -11.8% 4,593 $225K
Kiely Wealth Advisory Group, Inc. 0.12% No change 3,923 $220K
Maryland State Retirement & Pension System 0.00% Reduce -5.1% 4,369 $214K

"% of holder's portfolio" is TMP's weight in each manager's 13F, not the share of Tompkins Financial Corp. the manager owns.

Show all 150 holders