DaveManuel.com · Institutional Ownership · Who Owns It
TOMPKINS FINL CORP (TMP)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
222
Reporting holders
$959.8M
Reported value
70.6%
Of shares outstanding
0.0%
Calls
0.1%
Puts
+14
Holder change
Institutions report 10,153,540 shares against 14,382,905 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $193.7M | 2,049,724 | 0.00% | 8q | +2.4%+$4.5M |
| STATE STREET CORP | $114.2M | 1,207,855 | 0.00% | 31q | +1.8%+$2.0M |
| TOMPKINS FINANCIAL CORP | $105.6M | 1,117,319 | 7.39% | 30q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $72.5M | 767,435 | 0.00% | 2q | +1.8%+$1.3M |
| DIMENSIONAL FUND ADVISORS LP | $57.4M | 607,495 | 0.01% | 31q | +3.4%+$1.9M |
| VANGUARD CAPITAL MANAGEMENT LLC | $53.9M | 570,388 | 0.00% | 2q | +0.8%+$420.7K |
| AMERICAN CENTURY COMPANIES INC | $39.0M | 412,614 | 0.02% | 22q | +34.3%+$10.0M |
| GEODE CAPITAL MANAGEMENT, LLC | $35.0M | 370,542 | 0.00% | 31q | +6.4%+$2.1M |
| MORGAN STANLEY | $15.8M | 166,711 | 0.00% | 35q | HELD |
| NORTHERN TRUST CORP | $13.9M | 146,925 | 0.00% | 31q | +7.1%+$922.7K |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $13.1M | 138,848 | 0.02% | 3q | +22.3%+$2.4M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $12.2M | 129,450 | 0.00% | 31q | +2.6%+$311.8K |
| Bank of New York Mellon Corp | $11.5M | 121,234 | 0.00% | 31q | +1.7%+$193.9K |
| Cornell Pochily Investment Advisors, Inc. | $11.1M | 117,942 | 3.00% | 31q | -3.2%-$367.3K |
| AQR CAPITAL MANAGEMENT LLC | $9.2M | 97,778 | 0.00% | 9q | +29.4%+$2.1M |
| Hillsdale Investment Management Inc. | $8.9M | 94,400 | 0.20% | 2q | +1.4%+$122.9K |
| Invesco Ltd. | $8.6M | 90,725 | 0.00% | 31q | +18.8%+$1.4M |
| VANGUARD FIDUCIARY TRUST CO | $8.0M | 84,593 | 0.00% | 2q | +4.2%+$325.7K |
| ProShare Advisors LLC | $7.1M | 75,057 | 0.01% | 31q | -11.3%-$905.9K |
| JOHN G ULLMAN & ASSOCIATES INC | $6.4M | 67,932 | 0.78% | 25q | -1.3%-$81.3K |
| PRINCIPAL FINANCIAL GROUP INC | $5.8M | 61,193 | 0.00% | 31q | HELD |
| GOLDMAN SACHS GROUP INC | $5.7M | 59,931 | 0.00% | 31q | -35.1%-$3.1M |
| BANK OF AMERICA CORP /DE/ | $5.6M | 59,626 | 0.00% | 31q | +4.5%+$243.5K |
| FIRST TRUST ADVISORS LP | $5.2M | 55,253 | 0.00% | 2q | +789.7%+$4.6M |
| TWO SIGMA INVESTMENTS, LP | $4.6M | 49,109 | 0.00% | 20q | +99.7%+$2.3M |
| UBS Group AG | $4.5M | 47,373 | 0.00% | 31q | -2.2%-$101.0K |
| Public Sector Pension Investment Board | $4.1M | 43,346 | 0.01% | 31q | -4.1%-$174.7K |
| LPL Financial LLC | $3.9M | 41,371 | 0.00% | 8q | -6.5%-$272.2K |
| LSV ASSET MANAGEMENT | $3.4M | 36,400 | 0.01% | 5q | HELD |
| Rhino Investment Partners, Inc | $3.4M | 36,042 | 1.03% | 3q | -78.4%-$12.4M |
| State of New Jersey Common Pension Fund D | $3.1M | 33,131 | 0.01% | 20q | HELD |
| RHUMBLINE ADVISERS | $3.1M | 32,797 | 0.00% | 31q | -11.3%-$394.6K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $3.1M | 32,574 | 0.00% | 3q | +192.2%+$2.0M |
| Nuveen, LLC | $3.0M | 31,524 | 0.00% | 6q | +3.3%+$93.9K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $2.8M | 29,238 | 0.00% | 31q | +21.4%+$487.3K |
| Legal & General Group Plc | $2.6M | 27,703 | 0.00% | 31q | -4.7%-$128.5K |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $2.5M | 26,955 | 0.04% | 2q | -4.9%-$130.3K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.5M | 27,379 | 0.00% | 12q | +3.4%+$82.7K |
| Cardinal Capital Management | $2.4M | 25,088 | 0.29% | 31q | +2.3%+$54.1K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2.4M | 24,865 | 0.00% | 31q | -1.8%-$43.2K |
| AMERIPRISE FINANCIAL INC | $2.3M | 24,674 | 0.00% | 31q | -4.6%-$113.2K |
| Swiss National Bank | $2.3M | 24,600 | 0.00% | 31q | +1.7%+$37.8K |
| JPMORGAN CHASE & CO | $2.3M | 24,423 | 0.00% | 31q | -46.8%-$2.0M |
| Quantinno Capital Management LP | $2.3M | 23,899 | 0.00% | 6q | +21.0%+$391.8K |
| LOGAN CAPITAL MANAGEMENT INC | $2.2M | 23,439 | 0.08% | 31q | HELD |
| LAZARD ASSET MANAGEMENT LLC | $2.0M | 21,233 | 0.00% | 2q | +3.9%+$75.5K |
| Creative Planning | $1.9M | 19,765 | 0.00% | 7q | +13.4%+$221.0K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $1.8M | 18,530 | 0.01% | 9q | -19.0%-$411.1K |
| EXCHANGE TRADED CONCEPTS, LLC | $1.7M | 18,443 | 0.01% | 2q | +3.3%+$55.0K |
| MILLENNIUM MANAGEMENT LLC | $1.7M | 17,977 | 0.00% | 9q | +252.8%+$1.2M |
| WINTON GROUP Ltd | $1.7M | 17,511 | 0.05% | 10q | -4.2%-$71.7K |
| XTX Topco Ltd | $1.6M | 17,451 | 0.02% | 2q | +464.4%+$1.4M |
| Thrivent Financial for Lutherans | $1.5M | 15,861 | 0.00% | 31q | -0.7%-$10.9K |
| DEUTSCHE BANK AG\ | $1.5M | 15,490 | 0.00% | 34q | -1.8%-$26.2K |
| Connor, Clark & Lunn Investment Management Ltd. | $1.4M | 15,106 | 0.00% | 7q | +14.4%+$180.2K |
| ALLIANCEBERNSTEIN L.P. | $1.4M | 17,860 | 0.00% | 31q | HELD |
| WELLS FARGO & COMPANY/MN | $1.4M | 14,524 | 0.00% | 31q | +90.9%+$653.8K |
| PRUDENTIAL FINANCIAL INC | $1.3M | 13,380 | 0.00% | 31q | +1.1%+$13.7K |
| HSBC HOLDINGS PLC | $1.2M | 13,000 | 0.00% | new | NEW |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | $1.2M | 12,801 | 0.00% | 31q | -1.5%-$18.5K |
| CITIGROUP INC | $1.2M | 12,716 | 0.00% | 31q | +40.5%+$346.2K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1.2M | 12,612 | 0.00% | 31q | +11.9%+$127.0K |
| D. E. Shaw & Co., Inc. | $1.1M | 11,961 | 0.00% | 10q | -7.1%-$86.4K |
| Chicago Partners Investment Group LLC | $1.1M | 11,964 | 0.02% | 13q | +2.3%+$24.7K |
| Rise Advisors, LLC | $1.1M | 11,631 | 0.31% | 19q | HELD |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $1.1M | 11,410 | 0.00% | 7q | -41.3%-$759.7K |
| CANADA LIFE ASSURANCE Co | $1.1M | 11,373 | 0.00% | 27q | -2.3%-$25.6K |
| BAILARD, INC. | $1.0M | 11,100 | 0.02% | 7q | +0.9%+$9.5K |
| CITADEL ADVISORS LLC | $992.0K incl. $519.9K options PUT | 4,995 | 0.00% | 10q | -32.6%-$480.2K |
| ExodusPoint Capital Management, LP | $975.7K | 10,323 | 0.01% | 4q | -6.1%-$62.9K |
| Focus Partners Wealth | $910.4K | 9,631 | 0.00% | 5q | HELD |
| State of Tennessee, Department of Treasury | $908.1K | 9,608 | 0.00% | 31q | -16.8%-$183.3K |
| CANADA PENSION PLAN INVESTMENT BOARD | $879.0K | 9,300 | 0.00% | 3q | HELD |
| IEQ CAPITAL, LLC | $872.9K | 9,235 | 0.00% | 4q | +14.2%+$108.2K |
| ROYCE & ASSOCIATES LP | $860.8K | 9,107 | 0.01% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $851.4K | 9,008 | 0.00% | 7q | +25.1%+$170.8K |
| Russell Investments Group, Ltd. | $850.0K | 8,992 | 0.00% | 9q | +366.9%+$667.9K |
| Waldron Private Wealth LLC | $835.7K | 8,841 | 0.03% | 12q | HELD |
| Mariner, LLC | $801.3K | 8,479 | 0.00% | 4q | +11.6%+$83.4K |
| FRANKLIN RESOURCES INC | $790.2K | 8,360 | 0.00% | 7q | -21.2%-$212.2K |
| VANGUARD ASSET MANAGEMENT, Ltd | $765.5K | 8,099 | 0.00% | 2q | HELD |
| MetLife Investment Management, LLC | $760.9K | 8,050 | 0.00% | 32q | +5.1%+$36.8K |
| CAPTRUST FINANCIAL ADVISORS | $759.4K | 8,034 | 0.00% | 3q | +5.6%+$40.2K |
| ROYAL BANK OF CANADA | $739.0K | 7,823 | 0.00% | 31q | +4.2%+$30.0K |
| FIFTH THIRD BANCORP | $704.6K | 7,454 | 0.00% | 8q | -14.0%-$114.7K |
| BNP PARIBAS FINANCIAL MARKETS | $696.7K | 7,371 | 0.00% | 31q | -15.6%-$128.7K |
| Gallagher Fiduciary Advisors, LLC | $692.8K | 7,330 | 0.02% | 9q | -1.8%-$12.4K |
| Atria Investments, Inc | $688.9K | 7,289 | 0.01% | 9q | -1.8%-$12.9K |
| ALPS ADVISORS INC | $640.9K | 6,781 | 0.00% | 2q | +1.4%+$8.6K |
| Illinois Municipal Retirement Fund | $614.2K | 6,498 | 0.01% | 12q | -3.7%-$23.8K |
| Reynders McVeigh Capital Management, LLC | $611.0K | 6,468 | 0.03% | 2q | -7.8%-$52.0K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $598.1K | 6,328 | 0.00% | 9q | HELD |
| Jupiter Topco LLC | $595.3K | 6,309 | 0.00% | new | FIRST |
| Qube Research & Technologies Ltd | $580.5K | 6,142 | 0.00% | 10q | +42.6%+$173.4K |
| Lido Advisors, LLC | $569.5K | 6,025 | 0.00% | new | NEW |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $561.8K | 5,944 | 0.00% | 31q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $522.7K | 5,530 | 0.00% | 31q | -2.9%-$15.9K |
| BARCLAYS PLC | $521.0K | 5,512 | 0.00% | 31q | -1.2%-$6.2K |
| Louisiana State Employees Retirement System | $519.9K | 5,500 | 0.01% | 31q | -1.8%-$9.5K |
| STRS OHIO | $510.4K | 5,400 | 0.00% | 2q | +22.7%+$94.5K |
Showing the largest 100 of 222 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 55 | $147.0M | 1,526,771 | 6 | 14 | 5 | 0.0% |
| Q2 2026 | 222 | $959.8M | 10,153,540 | 25 | 75 | 59 | 0.1% |
| Q1 2026 | 208 | $783.6M | 9,910,626 | 23 | 66 | 57 | 0.3% |
| Q4 2025 | 198 | $707.2M | 9,744,435 | 20 | 64 | 67 | 0.0% |
| Q3 2025 | 194 | $632.8M | 9,556,700 | 18 | 64 | 63 | 0.0% |
| Q2 2025 | 187 | $604.2M | 9,624,576 | 27 | 64 | 47 | 0.1% |
| Q1 2025 | 172 | $602.9M | 9,557,404 | 13 | 55 | 60 | 0.2% |
| Q4 2024 | 177 | $645.5M | 9,486,475 | 26 | 57 | 52 | 0.3% |
| Q3 2024 | 158 | $541.0M | 9,332,135 | 18 | 45 | 55 | 0.3% |
| Q2 2024 | 150 | $455.2M | 9,277,107 | 24 | 44 | 48 | 0.3% |
| Q1 2024 | 146 | $483.8M | 9,603,404 | 22 | 35 | 42 | 0.2% |
| Q4 2023 | 145 | $567.6M | 9,419,528 | 18 | 40 | 44 | 0.1% |
| Q3 2023 | 136 | $442.9M | 9,040,367 | 16 | 41 | 40 | 0.0% |
| Q2 2023 | 137 | $509.8M | 9,140,135 | 8 | 38 | 47 | 0.1% |
| Q1 2023 | 151 | $613.7M | 9,256,528 | 14 | 47 | 45 | 0.1% |
| Q4 2022 | 152 | $999.1M | 12,868,689 | 13 | 40 | 48 | 0.1% |
| Q3 2022 | 146 | $826.8M | 11,369,116 | 14 | 54 | 32 | 0.1% |
| Q2 2022 | 149 | $919.4M | 12,749,093 | 14 | 35 | 52 | 0.0% |
| Q1 2022 | 150 | $997.7M | 12,720,498 | 13 | 43 | 43 | 0.1% |
| Q4 2021 | 153 | $2.4B | 28,926,647 | 12 | 40 | 46 | 0.1% |
| Q3 2021 | 143 | $1.1B | 13,162,157 | 15 | 29 | 56 | 0.0% |
| Q2 2021 | 137 | $1.1B | 13,847,145 | 9 | 38 | 45 | 0.0% |
| Q1 2021 | 138 | $2.0B | 24,086,718 | 14 | 36 | 48 | 0.1% |
| Q4 2020 | 135 | $2.2B | 30,818,332 | 13 | 37 | 41 | 0.0% |
| Q3 2020 | 131 | $2.2B | 39,492,242 | 12 | 37 | 40 | 0.0% |
| Q2 2020 | 134 | $877.4M | 13,541,439 | 13 | 34 | 36 | 0.0% |
| Q1 2020 | 140 | $3.7B | 50,972,585 | 10 | 31 | 46 | 0.0% |
| Q4 2019 | 152 | $4.3B | 47,350,250 | 17 | 33 | 50 | 0.0% |
| Q3 2019 | 136 | $3.8B | 47,118,722 | 9 | 36 | 34 | 0.0% |
| Q2 2019 | 135 | $4.9B | 59,708,892 | 9 | 44 | 26 | 0.1% |
| Q1 2019 | 137 | $4.7B | 61,301,010 | 11 | 44 | 30 | 0.0% |
| Q4 2018 | 133 | $1.2B | 15,772,485 | 5 | 2 | 2 | 0.0% |