Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

TOMPKINS FINANCIAL CORP

CIK 0001005817TMP· quarter ending 2026-06-30
Shares outstanding
14,382,905
Held by 13F filers
10,153,540
70.6% of shares outstanding
Holders
222
+15 vs 2026-03-31 · 29 new, 14 exited
Value
$958.9M
shares +2.5% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-07-31, as of 2026-07-24)

ClassListedShares outstandingHeld by 13F filers% of classHoldersCUSIP
Common stockTMP · NYSEAMER14,382,90510,153,54070.6%222890110109

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine
CountCUSIPClass (as filers write it)HoldersShares heldClass shares% of classValueOptionsMapped via
890110109COM22210,153,54014,382,90570.6%$958.9M0 call / 1 put13DGholders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (222 of 222 · 890110109)

change vs 2026-03-31
#FilerShares% of classValueChange
1BlackRock, Inc.2,049,72414.25%$193.7M+47,391 (+2.4%)
2STATE STREET CORP1,207,8558.40%$114.2M+21,501 (+1.8%)
3TOMPKINS FINANCIAL CORP1,117,3197.77%$105.6M-2,024 (-0.2%)
4VANGUARD PORTFOLIO MANAGEMENT LLC767,4355.34%$72.5M+13,436 (+1.8%)
5DIMENSIONAL FUND ADVISORS LP607,4954.22%$57.4M+20,029 (+3.4%)
6VANGUARD CAPITAL MANAGEMENT LLC570,3883.97%$53.9M+4,451 (+0.8%)
7AMERICAN CENTURY COMPANIES INC412,6142.87%$39.0M+105,272 (+34.3%)
8GEODE CAPITAL MANAGEMENT, LLC370,5422.58%$35.0M+22,229 (+6.4%)
9MORGAN STANLEY166,7111.16%$15.8M-480 (-0.3%)
10NORTHERN TRUST CORP146,9251.02%$13.9M+9,762 (+7.1%)
11ADAGE CAPITAL PARTNERS GP, L.L.C.138,8480.97%$13.1M+25,278 (+22.3%)
12CHARLES SCHWAB INVESTMENT MANAGEMENT INC129,4500.90%$12.2M+3,299 (+2.6%)
13Bank of New York Mellon Corp121,2340.84%$11.5M+2,051 (+1.7%)
14Cornell Pochily Investment Advisors, Inc.117,9420.82%$11.1M-3,886 (-3.2%)
15AQR CAPITAL MANAGEMENT LLC97,7780.68%$9.2M+22,203 (+29.4%)
16Hillsdale Investment Management Inc.94,4000.66%$8.9M+1,300 (+1.4%)
17Invesco Ltd.90,7250.63%$8.6M+14,354 (+18.8%)
18VANGUARD FIDUCIARY TRUST CO84,5930.59%$8.0M+3,446 (+4.2%)
19ProShare Advisors LLC75,0570.52%$7.1M-9,584 (-11.3%)
20JOHN G ULLMAN & ASSOCIATES INC67,9320.47%$6.4M-860 (-1.3%)
21PRINCIPAL FINANCIAL GROUP INC61,1930.43%$5.8M-199 (-0.3%)
22GOLDMAN SACHS GROUP INC59,9310.42%$5.7M-32,479 (-35.1%)
23BANK OF AMERICA CORP /DE/59,6260.41%$5.6M+2,576 (+4.5%)
24FIRST TRUST ADVISORS LP55,2530.38%$5.2M+49,043 (+789.7%)
25TWO SIGMA INVESTMENTS, LP49,1090.34%$4.6M+24,515 (+99.7%)
26UBS Group AG47,3730.33%$4.5M-1,069 (-2.2%)
27Public Sector Pension Investment Board43,3460.30%$4.1M-1,848 (-4.1%)
28LPL Financial LLC41,3710.29%$3.9M-2,880 (-6.5%)
29LSV ASSET MANAGEMENT36,4000.25%$3.4M—
30Rhino Investment Partners, Inc36,0420.25%$3.4M-130,899 (-78.4%)
31State of New Jersey Common Pension Fund D33,1310.23%$3.1M—
32RHUMBLINE ADVISERS32,7970.23%$3.1M-4,175 (-11.3%)
33ARROWSTREET CAPITAL, LIMITED PARTNERSHIP32,5740.23%$3.1M+21,428 (+192.2%)
34Nuveen, LLC31,5240.22%$3.0M+993 (+3.3%)
35PRICE T ROWE ASSOCIATES INC /MD/29,2380.20%$2.8M+5,155 (+21.4%)
36Legal & General Group Plc27,7030.19%$2.6M-1,360 (-4.7%)
37WEALTH ENHANCEMENT ADVISORY SERVICES, LLC27,3790.19%$2.5M+904 (+3.4%)
38WEDGE CAPITAL MANAGEMENT L L P/NC26,9550.19%$2.5M-1,379 (-4.9%)
39Cardinal Capital Management25,0880.17%$2.4M+572 (+2.3%)
40UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC24,8650.17%$2.4M-457 (-1.8%)
41AMERIPRISE FINANCIAL INC24,6740.17%$2.3M-1,198 (-4.6%)
42Swiss National Bank24,6000.17%$2.3M+400 (+1.7%)
43JPMORGAN CHASE & CO24,4230.17%$2.3M-21,472 (-46.8%)
44Quantinno Capital Management LP23,8990.17%$2.3M+4,145 (+21.0%)
45LOGAN CAPITAL MANAGEMENT INC23,4390.16%$2.2MNEW
46LAZARD ASSET MANAGEMENT LLC21,2330.15%$2.0M+799 (+3.9%)
47Creative Planning19,7650.14%$1.9M+2,338 (+13.4%)
48JACOBS LEVY EQUITY MANAGEMENT, INC18,5300.13%$1.8M-4,349 (-19.0%)
49EXCHANGE TRADED CONCEPTS, LLC18,4430.13%$1.7M+582 (+3.3%)
50MILLENNIUM MANAGEMENT LLC17,9770.12%$1.7M+12,882 (+252.8%)
51ALLIANCEBERNSTEIN L.P.17,8600.12%$1.4M—
52WINTON GROUP Ltd17,5110.12%$1.7M-759 (-4.2%)
53XTX Topco Ltd17,4510.12%$1.6M+14,359 (+464.4%)
54Thrivent Financial for Lutherans15,8610.11%$1.5M-115 (-0.7%)
55DEUTSCHE BANK AG\15,4900.11%$1.5M-277 (-1.8%)
56Connor, Clark & Lunn Investment Management Ltd.15,1060.11%$1.4M+1,906 (+14.4%)
57WELLS FARGO & COMPANY/MN14,5240.10%$1.4M+6,917 (+90.9%)
58PRUDENTIAL FINANCIAL INC13,3800.09%$1.3M+145 (+1.1%)
59HSBC HOLDINGS PLC13,0000.09%$1.2MNEW
60NEW YORK STATE TEACHERS RETIREMENT SYSTEM12,8010.09%$1.2M-196 (-1.5%)
61CITIGROUP INC12,7160.09%$1.2M+3,663 (+40.5%)
62CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM12,6120.09%$1.2M+1,344 (+11.9%)
63Chicago Partners Investment Group LLC11,9640.08%$1.1M+267 (+2.3%)
64D. E. Shaw & Co., Inc.11,9610.08%$1.1M-914 (-7.1%)
65Rise Advisors, LLC11,6310.08%$1.1M+1 (+0.0%)
66TEACHER RETIREMENT SYSTEM OF TEXAS11,4100.08%$1.1M-8,037 (-41.3%)
67CANADA LIFE ASSURANCE Co11,3730.08%$1.1M-272 (-2.3%)
68BAILARD, INC.11,1000.08%$1.0M+100 (+0.9%)
69ExodusPoint Capital Management, LP10,3230.07%$976K-665 (-6.1%)
70Focus Partners Wealth9,6310.07%$910K-37 (-0.4%)
71State of Tennessee, Department of Treasury9,6080.07%$908K-1,939 (-16.8%)
72Horizon Investments, LLC9,3020.06%$488K-54 (-0.6%)
73CANADA PENSION PLAN INVESTMENT BOARD9,3000.06%$879K—
74IEQ CAPITAL, LLC9,2350.06%$873K+1,145 (+14.2%)
75ROYCE & ASSOCIATES LP9,1070.06%$861KNEW
76MERCER GLOBAL ADVISORS INC /ADV9,0080.06%$851K+1,807 (+25.1%)
77Russell Investments Group, Ltd.8,9920.06%$850K+7,066 (+366.9%)
78Waldron Private Wealth LLC8,8410.06%$836K—
79Mariner, LLC8,4790.06%$801K+883 (+11.6%)
80FRANKLIN RESOURCES INC8,3600.06%$790K-2,245 (-21.2%)
81VANGUARD ASSET MANAGEMENT, Ltd8,0990.06%$766K—
82MetLife Investment Management, LLC8,0500.06%$761K+389 (+5.1%)
83CAPTRUST FINANCIAL ADVISORS8,0340.06%$759K+425 (+5.6%)
84ROYAL BANK OF CANADA7,8230.05%$739K+318 (+4.2%)
85FIFTH THIRD BANCORP7,4540.05%$705K-1,214 (-14.0%)
86BNP PARIBAS FINANCIAL MARKETS7,3710.05%$697K-1,362 (-15.6%)
87Gallagher Fiduciary Advisors, LLC7,3300.05%$693K-131 (-1.8%)
88Atria Investments, Inc7,2890.05%$689K-137 (-1.8%)
89ALPS ADVISORS INC6,7810.05%$641K+91 (+1.4%)
90Illinois Municipal Retirement Fund6,4980.05%$614K-252 (-3.7%)
91Reynders McVeigh Capital Management, LLC6,4680.04%$611K-550 (-7.8%)
92MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.6,3280.04%$598K+23 (+0.4%)
93Jupiter Topco LLC6,3090.04%$595KNEW
94Qube Research & Technologies Ltd6,1420.04%$581K+1,835 (+42.6%)
95Lido Advisors, LLC6,0250.04%$569KNEW
96MANUFACTURERS LIFE INSURANCE COMPANY, THE5,9440.04%$562K-16 (-0.3%)
97COMMONWEALTH EQUITY SERVICES, LLC5,5300.04%$523K-168 (-2.9%)
98BARCLAYS PLC5,5120.04%$521K-66 (-1.2%)
99Louisiana State Employees Retirement System5,5000.04%$520K-100 (-1.8%)
100STRS OHIO5,4000.04%$510K+1,000 (+22.7%)
101W.G. Shaheen & Associates DBA Whitney & Co5,2300.04%$494K-150 (-2.8%)
102Vanguard Global Advisers, LLC5,1520.04%$487K—
103SG Americas Securities, LLC5,1320.04%$485K-31,285 (-85.9%)
104MARTINGALE ASSET MANAGEMENT L P5,1050.04%$483K—
105Strategic Financial Services, Inc.5,0950.04%$482K—
106CITADEL ADVISORS LLC4,9950.03%$472K-2,418 (-32.6%)
107Vanguard Personalized Indexing Management, LLC4,8600.03%$459K+648 (+15.4%)
108OCCUDO QUANTITATIVE STRATEGIES LP4,8270.03%$456K—
109Rafferty Asset Management, LLC4,8240.03%$456K-1,611 (-25.0%)
110TRITONPOINT WEALTH, LLC4,7620.03%$450K+26 (+0.5%)
111TritonPoint Partners, LLC4,7580.03%$450KNEW
112State of Alaska, Department of Revenue4,7510.03%$449K-2,063 (-30.3%)
113NEW YORK STATE COMMON RETIREMENT FUND4,7170.03%$446K—
114Balyasny Asset Management L.P.4,6650.03%$441KNEW
115Universal- Beteiligungs- und Servicegesellschaft mbH4,5110.03%$426K+266 (+6.3%)
116ACADIAN ASSET MANAGEMENT LLC4,4660.03%$421KNEW
117RAYMOND JAMES FINANCIAL INC4,4640.03%$422K+11 (+0.2%)
118Cambridge Investment Research Advisors, Inc.4,4540.03%$420KNEW
119RiverFront Investment Group, LLC4,2310.03%$400KNEW
120Police & Firemen's Retirement System of New Jersey4,2150.03%$398K+483 (+12.9%)
121BOURNE LENT ASSET MANAGEMENT INC4,1840.03%$395K-500 (-10.7%)
122EntryPoint Capital, LLC4,1030.03%$388K-539 (-11.6%)
123HighTower Advisors, LLC4,0030.03%$378K-130 (-3.1%)
124Sterling Investment Counsel, LLC3,9680.03%$375K-4,312 (-52.1%)
125Sterling Capital Management LLC3,8180.03%$361K-169 (-4.2%)
126LVW Advisors, LLC3,7810.03%$357K—
127Heritage Investment Group, Inc.3,6290.03%$343K—
128SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC3,6000.03%$340KNEW
129FMR LLC3,4640.02%$327K+351 (+11.3%)
130BURNS J W & CO INC/NY3,4550.02%$327K—
131AMALGAMATED BANK3,4310.02%$324K-229 (-6.3%)
132Cerity Partners LLC3,3890.02%$320K+246 (+7.8%)
133ARIZONA STATE RETIREMENT SYSTEM3,3820.02%$320K-2 (-0.1%)
134YOUSIF CAPITAL MANAGEMENT, LLC3,3620.02%$318K+6 (+0.2%)
135INTECH INVESTMENT MANAGEMENT LLC3,2380.02%$306K-12,628 (-79.6%)
136TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY3,1630.02%$299K—
137SUSQUEHANNA INTERNATIONAL GROUP, LLP3,1380.02%$297K-7,802 (-71.3%)
138Hennion & Walsh Asset Management, Inc.3,0020.02%$284KNEW
139COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS3,0010.02%$284K-121 (-3.9%)
140Community Bank, N.A.3,0000.02%$284K-500 (-14.3%)
141VOYA INVESTMENT MANAGEMENT LLC2,9950.02%$283K+343 (+12.9%)
142OREGON PUBLIC EMPLOYEES RETIREMENT FUND2,9040.02%$274K—
143Swiss Life Asset Management Ltd2,8730.02%$272KNEW
144Cross Staff Investments Inc2,8400.02%$268K—
145SummitTX Capital, L.P.2,7400.02%$259KNEW
146Pathstone Holdings, LLC2,7360.02%$259KNEW
147Allworth Financial LP2,7090.02%$256K+106 (+4.1%)
148KLP KAPITALFORVALTNING AS2,6000.02%$246K—
149PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO2,5980.02%$246K—
150COOPER/HAIMS ADVISORS, LLC2,5770.02%$244K—
151Vanguard Investments Australia, Ltd.2,4940.02%$236K—
152ESL Trust Services, LLC2,4610.02%$233K—
153Eurizon Capital SGR S.p.A.2,3160.02%$217K—
154STIFEL FINANCIAL CORP2,1930.02%$207KNEW
155NewEdge Advisors, LLC2,1550.01%$204KNEW
156HOWE & RUSLING INC2,1380.01%$202KNEW
157Zurcher Kantonalbank (Zurich Cantonalbank)1,6730.01%$158K—
158HAZLETT, BURT & WATSON, INC.1,4710.01%$139K+674 (+84.6%)
159PNC Financial Services Group, Inc.1,4140.01%$134K—
160NISA INVESTMENT ADVISORS, LLC1,3910.01%$131K+1,014 (+269.0%)
161Ameritas Investment Partners, Inc.1,2520.01%$118K+125 (+11.1%)
162GAMMA Investing LLC1,2400.01%$117K+5 (+0.4%)
163Tower Research Capital LLC (TRC)1,2380.01%$117K+533 (+75.6%)
164IFP Advisors, Inc1,1990.01%$113K+6 (+0.5%)
165EASTERN BANK1,1680.01%$110K—
166US BANCORP \DE\1,1420.01%$108K+9 (+0.8%)
167Global Retirement Partners, LLC1,0170.01%$96KNEW
168Aquatic Capital Management LLC9250.01%$87KNEW
169Arax Advisory Partners7160.00%$68K+674 (+1604.8%)
170Versant Capital Management, Inc6340.00%$60K—
171MassMutual Private Wealth & Trust, FSB4750.00%$45K+30 (+6.7%)
172TRUST CO OF VERMONT4400.00%$42KNEW
173BESSEMER GROUP INC3740.00%$35K—
174BNP PARIBAS ASSET MANAGEMENT Holding S.A.3690.00%$35K+193 (+109.7%)
175OSAIC HOLDINGS, INC.3470.00%$33K-17 (-4.7%)
176Pinnacle Wealth Planning Services, Inc.3050.00%$29K+4 (+1.3%)
177BARD ASSOCIATES INC3000.00%$28K—
178NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2850.00%$27K+51 (+21.8%)
179Nykredit A/S2630.00%$25KNEW
180VALLEY NATIONAL ADVISERS INC2340.00%$22K—
181HANTZ FINANCIAL SERVICES, INC.2220.00%$21K-15 (-6.3%)
182EverSource Wealth Advisors, LLC1650.00%$16K-453 (-73.3%)
183BROADWATER CAPITAL MANAGEMENT LLC1500.00%$14K-50 (-25.0%)
184SIMPLEX TRADING, LLC1470.00%$14K+1 (+0.7%)
185Institute for Wealth Management, LLC.1470.00%$14KNEW
186SIGNATUREFD, LLC1250.00%$12K-63 (-33.5%)
187BOKF, NA1250.00%$12K—
188NBT BANK, N.A.950.00%$9K—
189Smartleaf Asset Management LLC910.00%$9K—
190CREATIVE FINANCIAL DESIGNS INC /ADV880.00%$8K+1 (+1.1%)
191ROTHSCHILD INVESTMENT LLC820.00%$8K+21 (+34.4%)
192Farther Finance Advisors, LLC760.00%$7K+9 (+13.4%)
193Blue Trust, Inc.700.00%$7KNEW
194Essential Partners LLC690.00%$7K-14 (-16.9%)
195Quarry LP670.00%$6K-1 (-1.5%)
196Cornerstone Financial Management LLC630.00%$6KNEW
197Salomon & Ludwin, LLC580.00%$6K—
198Private Wealth Management Group, LLC560.00%$5K—
199Parkside Financial Bank & Trust480.00%$5K—
200HUNTINGTON NATIONAL BANK460.00%$4K—
201JONES FINANCIAL COMPANIES LLLP410.00%$4K+21 (+105.0%)
202LOS ANGELES CAPITAL MANAGEMENT LLC390.00%$4K—
203Basecamp Wealth Advisors LLC380.00%$4K+4 (+11.8%)
204Parallel Advisors, LLC370.00%$3K-1 (-2.6%)
205True Wealth Design, LLC330.00%$3K—
206UMB Bank, n.a.300.00%$3K—
207Physician Wealth Advisors, Inc.280.00%$3K—
208Fortitude Family Office, LLC170.00%$2K—
209Covestor Ltd160.00%$2K+8 (+100.0%)
210SJS Investment Consulting Inc.160.00%$2K+10 (+166.7%)
211Keating Financial Advisory Services, Inc.110.00%$1K+1 (+10.0%)
212Bare Financial Services, Inc110.00%$1K—
213FARMERS & MERCHANTS INVESTMENTS INC80.00%$756—
214Clearstead Advisors, LLC70.00%$663NEW
215CoreCap Advisors, LLC50.00%$493-1 (-16.7%)
216Evolution Advisers, Inc.40.00%$0NEW
217Plante Moran Financial Advisors, LLC30.00%$284NEW
218Cedar Mountain Advisors, LLC20.00%$189—
219GILPIN WEALTH MANAGEMENT, LLC20.00%$190—
220ASSETMARK, INC20.00%$189—
221SBI Securities Co., Ltd.10.00%$95—
222Davis Capital Management10.00%$95NEW
Exited since 2026-03-31 (14 filers; largest 14 shown)
EJF Capital LP−10,710
JANE STREET GROUP, LLC−9,061
Man Group plc−6,868
JANUS HENDERSON GROUP PLC−6,309
CWM, LLC−4,487
Quadrature Capital Ltd−3,814
UNITED CAPITAL FINANCIAL ADVISORS, LLC−3,620
Voleon Capital Management LP−3,276
Rialto Wealth Management, LLC−200
QUADRANT CAPITAL GROUP LLC−196
TWIN PEAKS WEALTH ADVISORS, LLC−36
MAI Capital Management−34
Root Financial Partners, LLC−20
Rockefeller Capital Management L.P.−6

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting personFormFiledEventShares% of class
Vanguard Portfolio ManagementSCHEDULE 13G2026-04-292026-03-31759,1855.26%
The Vanguard GroupSCHEDULE 13G/A2026-03-272026-03-1300%
STATE STREET CORPORATIONSCHEDULE 13G2025-11-102025-09-301,214,2938.4%
STATE STREET GLOBAL ADVISORS TRUST COMPANYSCHEDULE 13G2025-11-102025-09-30917,0016.4%
BlackRock, Inc.SCHEDULE 13G/A2025-04-292025-03-311,908,02113.2%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.