Tompkins FinancialTMP

13F holders, Q4 2024 (December 31)
177holders +19
25new positions
8sold out
4famous investors
$67.83avg. 13F price*

At the end of Q4 2024, 177 institutions reported holding Tompkins Financial Corp. (TMP) in their 13F filings, up 19 from Q3 2024. 25 opened new positions and 8 sold out. The largest holders were BlackRock, Inc. ($136.2M), State Street Corp. ($88.8M) and Vanguard Group Inc. ($88.6M). 4 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions25$10.2M
Exits8$595K

All 13F filers, Q3 2024 → Q4 2024: 434,554 shares bought and 226,453 shares sold, net +208,101 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 177 holders

BlackRock, Inc. 0.00% Add +1.2% 2,007,953 $136.2M
State Street Corp. 0.00% Add +0.9% 1,309,002 $88.8M
Vanguard Group Inc. 0.00% Add +0.3% 1,305,903 $88.6M
Tompkins Financial Corp. 7.20% Reduce -1.0% 1,140,778 $77.4M
Dimensional Fund Advisors LP 0.01% Reduce -0.2% 597,602 $40.5M
Geode Capital Management, LLC 0.00% Reduce -0.0% 291,203 $19.8M
Morgan Stanley 0.00% Add +13.1% 189,832 $12.9M
Northern Trust Corp. 0.00% Add +2.5% 145,899 $9.9M
Charles Schwab Investment Management Inc. 0.00% Reduce -8.4% 135,886 $9.2M
Bank of New York Mellon Corp 0.00% Add +20.3% 135,613 $9.2M
American Century Companies Inc. 0.00% Add +50.2% 123,654 $8.4M
Cornell Pochily Investment Advisors, Inc. 2.91% Add +14.5% 122,701 $8.3M
Hotchkis & Wiley Capital Management LLC 0.03% Reduce -2.7% 111,990 $7.6M
JPMorgan Chase & Co. 0.00% Add +76.1% 109,668 $7.4M
ProShare Advisors LLC 0.02% Reduce -16.7% 103,827 $7.0M
Goldman Sachs Group Inc. 0.00% Reduce -7.5% 88,804 $6.0M
John G Ullman & Associates Inc. 0.88% Reduce -27.1% 88,065 $6.0M
Principal Financial Group Inc. 0.00% Add +2.8% 60,723 $4.1M
Invesco Ltd. 0.00% Add +4.6% 53,169 $3.6M
Ameriprise Financial Inc. 0.00% Reduce -1.8% 47,196 $3.2M
UBS Group AG 0.00% Add +21.9% 45,725 $3.1M
Bank of America Corp. 0.00% Reduce -3.1% 45,610 $3.1M
Wellington Management Group LLP 0.00% New 40,442 $2.7M
Rhumbline Advisers 0.00% Reduce -3.5% 37,955 $2.6M
Nuveen Asset Management, LLC 0.00% Reduce -2.5% 37,540 $2.5M
Wealth Enhancement Advisory Services, LLC 0.00% Add +2.0% 35,060 $2.4M
Legal & General Group Plc 0.00% Add +2.0% 33,196 $2.3M
LPL Financial LLC 0.00% Add +476.0% 31,626 $2.1M
Public Sector Pension Investment Board 0.01% Add +17.9% 31,318 $2.1M
State of New Jersey Common Pension Fund D 0.01% Reduce -22.0% 28,272 $1.9M
Susquehanna International Group, LLP 0.00% Add +0.9% 27,975 $1.9M
Barclays PLC 0.00% Reduce -1.0% 25,612 $1.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -9.0% 25,248 $1.7M
Swiss National Bank 0.00% No change 24,100 $1.6M
Logan Capital Management Inc. 0.07% No change 23,439 $1.6M
United Capital Financial Advisors, LLC 0.01% Reduce -8.6% 22,748 $1.5M
Citigroup Inc. 0.00% Reduce -1.8% 22,511 $1.5M
New York State Teachers Retirement System 0.00% Add +2.5% 21,217 $1.4M
Millennium Management 0.00% Reduce -54.2% 20,998 $1.4M
Two Sigma Advisers, LP 0.00% Reduce -18.8% 20,800 $1.4M
Alliancebernstein L.P. 0.00% Reduce -1.6% 20,560 $1.4M
Two Sigma Investments, LP 0.00% Reduce -36.4% 19,607 $1.3M
WINTON GROUP Ltd 0.08% Reduce -4.5% 18,504 $1.3M
Teacher Retirement System of Texas 0.00% New 17,747 $1.2M
Man Group plc 0.00% New 17,285 $1.2M
Cardinal Capital Management 0.18% Add +5.4% 16,766 $1.1M
Rise Advisors, LLC 0.52% Reduce -0.1% 15,804 $1.1M
WASHINGTON TRUST Co 0.04% No change 15,410 $1.0M
T. Rowe Price Associates Inc. 0.00% Add +6.0% 14,790 $1.0M
CANADA LIFE ASSURANCE Co 0.00% Add +0.3% 12,998 $879K
Citadel Advisors 0.00% Add +56.5% 12,945 $878K
Prudential Financial Inc. 0.00% Reduce -1.6% 12,680 $860K
Deutsche Bank AG 0.00% Add +58.3% 12,418 $842K
AQR Capital Management 0.00% Add +38.3% 11,692 $793K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 11,643 $790K
California State Teachers Retirement System 0.00% Reduce -1.1% 11,477 $778K
Chicago Partners Investment Group LLC 0.02% Add +0.8% 11,106 $734K
Waldron Private Wealth LLC 0.03% No change 10,766 $730K
Bailard, Inc. 0.02% New 10,498 $712K
Sterling Investment Counsel, LLC 0.46% Reduce -10.0% 10,255 $696K
Royal Bank of Canada 0.00% Reduce -29.3% 10,224 $694K
Quadrature Capital Ltd 0.01% New 10,169 $689K
ExodusPoint Capital Management, LP 0.01% Add +11.3% 10,134 $687K
State of Tennessee, Department of Treasury 0.00% Add +55.8% 10,090 $684K
D. E. Shaw & Co. 0.00% Reduce -58.3% 9,766 $662K
Thrivent Financial for Lutherans 0.00% Reduce -1.6% 9,679 $657K
Keybank National Association 0.00% Add +3.2% 9,681 $657K
Wells Fargo & Company 0.00% Add +21.8% 9,640 $654K
HRT Financial LP 0.00% Reduce -54.9% 9,575 $649K
Voya Investment Management LLC 0.00% Add +97.2% 9,275 $629K
Rafferty Asset Management, LLC 0.00% Reduce -26.2% 9,006 $611K
Focus Partners Wealth 0.00% Add +0.1% 8,858 $601K
Franklin Resources Inc. 0.00% New 8,642 $586K
Gallagher Fiduciary Advisors, LLC 0.11% Add +18.0% 8,201 $556K
Atria Investments, Inc 0.01% Add +17.3% 8,145 $552K
MetLife Investment Management, LLC 0.00% Add +9.7% 7,745 $525K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +3.6% 7,245 $491K
SG Americas Securities, LLC 0.00% Reduce -20.3% 7,233 $491K
Creative Planning 0.00% New 7,169 $486K
Sei Investments Co. 0.00% Add +32.5% 7,174 $486K
State of Alaska, Department of Revenue 0.01% Reduce -0.6% 7,105 $481K
BNP Paribas Financial Markets 0.00% Reduce -4.9% 6,908 $469K
Corebridge Financial, Inc. 0.00% Reduce -7.3% 6,769 $459K
Illinois Municipal Retirement Fund 0.01% Reduce -9.0% 6,688 $454K
Jane Street Group, LLC 0.00% Reduce -74.8% 6,321 $429K
Campbell & CO Investment Adviser LLC 0.03% Add +60.5% 6,316 $428K
Janus Henderson Group PLC 0.00% No change 6,309 $427K
Commonwealth Equity Services, LLC 0.00% Reduce -14.7% 6,215 $422K
Louisiana State Employees Retirement System 0.01% No change 6,100 $414K
W.G. Shaheen & Associates DBA Whitney & Co 0.04% Reduce -1.6% 6,030 $409K
Waverly Advisors, LLC 0.01% Reduce -15.5% 6,010 $408K
Amundi 0.00% Add +170.3% 6,098 $403K
Cobblestone Capital Advisors LLC 0.02% Reduce -26.0% 5,770 $391K
Savant Capital, LLC 0.00% Reduce -18.3% 5,671 $385K
Jacobs Levy Equity Management, Inc. 0.00% Add +4.1% 5,310 $360K
Carolinas Wealth Consulting LLC 0.07% Add +0.8% 5,199 $353K
Strategic Financial Services, Inc. 0.02% No change 5,095 $346K
Intech Investment Management LLC 0.00% Add +36.7% 5,094 $346K
Verition Fund Management LLC 0.00% New 5,032 $341K
Mercer Global Advisors Inc. 0.00% New 4,916 $333K
Occudo Quantitative Strategies LP 0.06% Reduce -10.0% 4,876 $331K
Bourne Lent Asset Management Inc. 0.13% No change 4,834 $328K
Yousif Capital Management, LLC 0.00% Reduce -1.8% 4,825 $327K
Manufacturers Life Insurance Company, The 0.00% Reduce -6.3% 4,755 $323K
Tritonpoint Wealth, LLC 0.03% No change 4,736 $321K
Comerica Bank 0.00% Reduce -2.0% 4,344 $295K
Maryland State Retirement & Pension System 0.01% No change 4,229 $287K
Tower Research Capital LLC (TRC) 0.01% Add +24.6% 4,186 $284K
Burns J W & Co. Inc. 0.04% Add +0.4% 4,173 $283K
Kiely Wealth Advisory Group, Inc. 0.18% Reduce -1.3% 3,873 $276K
Teachers Retirement System of the State of Kentucky 0.00% No change 3,858 $262K
New York State Common Retirement Fund 0.00% No change 3,817 $259K
LVW Advisors, LLC 0.03% Reduce -7.3% 3,781 $256K
Amalgamated Bank 0.00% Reduce -2.3% 3,678 $249K
AlphaQuest LLC 0.03% Add +363100.0% 3,632 $246K
Arizona State Retirement System 0.00% Add +0.7% 3,551 $241K
Community Bank, N.A. 0.03% Reduce -12.5% 3,500 $237K
State of Wyoming 0.03% New 3,294 $223K
EntryPoint Capital, LLC 0.09% Reduce -14.6% 3,218 $218K
Cross Staff Investments Inc 0.15% New 3,190 $216K
Police & Firemen's Retirement System of New Jersey 0.00% — 3,079 $209K
Qube Research & Technologies Ltd 0.00% Reduce -45.1% 3,051 $207K
RiverFront Investment Group, LLC 0.00% New 3,000 $203K
Spirepoint Private Client, LLC 0.03% New 2,955 $200K
Oregon Public Employees Retirement Fund 0.00% No change 2,945 $200K
ESL Trust Services, LLC 0.04% New 2,461 $167K
KLP Kapitalforvaltning As 0.00% — 2,400 $163K
Russell Investments Group, Ltd. 0.00% Add +21563.6% 2,383 $162K
FMR LLC 0.00% Add +4.8% 1,815 $123K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 1,673 $114K
US Bancorp \de 0.00% Add +3.7% 1,644 $112K
PNC Financial Services Group, Inc. 0.00% Reduce -0.1% 1,571 $107K
Creative Financial Designs Inc. 0.01% Reduce -5.9% 1,436 $97K
Ameritas Investment Partners, Inc. 0.00% No change 1,378 $93K
Osaic Holdings, Inc. 0.00% Add +2.9% 1,235 $84K
Eastern Bank 0.00% No change 1,168 $79K
Cwm, LLC 0.00% Add +5.4% 1,111 $75K
GAMMA Investing LLC 0.01% Add +17.9% 1,034 $70K
Global Retirement Partners, LLC 0.00% No change 1,007 $68K
Belvedere Trading LLC 0.00% New 849 $58K
Hazlett, Burt & Watson, Inc. 0.02% No change 797 $54K
Aquatic Capital Management LLC 0.00% New 721 $49K
Versant Capital Management, Inc 0.01% Add +238.8% 603 $41K
CNB Bank 0.02% No change 575 $39K
MassMutual Private Wealth & Trust, FSB 0.00% Add +2.8% 449 $30K
Sterling Capital Management LLC 0.00% Add +784.8% 407 $28K
Wilmington Savings Fund Society, FSB 0.00% New 400 $27K
Nisa Investment Advisors, LLC 0.00% No change 333 $23K
Public Employees Retirement System of Ohio 0.00% Reduce -3.3% 265 $18K
Northwestern Mutual Wealth Management Co. 0.00% Add +0.9% 224 $15K
Valley National Advisers Inc. 0.00% No change 234 $15K
Broadwater Capital Management LLC 0.01% No change 200 $14K
Rialto Wealth Management, LLC 0.00% — 200 $14K
Quadrant Capital Group LLC 0.00% Add +29.1% 173 $12K
Bessemer Group Inc. 0.00% No change 161 $11K
Smartleaf Asset Management LLC 0.00% Add +35.6% 122 $8K
Hillsdale Investment Management Inc. 0.00% New 110 $7K
NBT Bank, N.A. 0.00% No change 95 $6K
Jones Financial Companies LLLP 0.00% New 92 $6K
Signaturefd, LLC 0.00% New 86 $6K
Allworth Financial LP 0.00% Add +8.6% 76 $5K
Simplex Trading, LLC 0.00% New 85 $5K
Private Wealth Management Group, LLC 0.00% No change 56 $4K
Huntington National Bank 0.00% Add +28.6% 54 $4K
R Squared Ltd 0.00% — 50 $3K
Rothschild Investment LLC 0.00% Add +200.0% 15 $1K
Arax Advisory Partners 0.00% New 12 $814
SBI Securities Co., Ltd. 0.00% — 12 $814
UMB Bank, n.a. 0.00% No change 10 $678
Parallel Advisors, LLC 0.00% No change 9 $610
Fifth Third Bancorp 0.00% Add +60.0% 8 $543
Farmers & Merchants Investments Inc. 0.00% No change 8 $543
CoreCap Advisors, LLC 0.00% No change 5 $354
Abound Wealth Management 0.00% No change 4 $272
Lindbrook Capital, LLC 0.00% New 2 $136
IFP Advisors, Inc 0.00% New 1 $68
Covestor Ltd 0.00% Add +100.0% 2 $0

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