Who owns Tompkins Financial (TMP)
Which tracked institutional funds hold TMP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TMP company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on TMP is one-sided between 2026-Q1 and 2026-Q2: 55 added or opened and 18 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
TMP’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in TMP divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 205 tracked filers holding TMP, 105 increased or opened the position and 83 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in TMP between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 5
- LOGAN CAPITAL MANAGEMENT INC$2M
- HSBC HOLDINGS PLC$1M
- ROYCE & ASSOCIATES LP$861K
- Jupiter Topco LLC$595K
- Lido Advisors, LLC$569K
Full exits 10
- SG Americas Securities, LLC$3M
- LSV ASSET MANAGEMENT$3M
- Thrivent Financial for Lutherans$1M
- NEW YORK STATE TEACHERS RETIREMENT SYSTEM$1M
- CANADA LIFE ASSURANCE Co$915K
- EJF Capital LP$844K
Largest adds
- BlackRock, Inc.$36M
- STATE STREET CORP$21M
- TOMPKINS FINANCIAL CORP$17M
- AMERICAN CENTURY COMPANIES INC$15M
- VANGUARD PORTFOLIO MANAGEMENT LLC$13M
- DIMENSIONAL FUND ADVISORS LP$11M
Largest trims
- Rhino Investment Partners, Inc$10M
- GOLDMAN SACHS GROUP INC$2M
- JPMORGAN CHASE & CO$1M
- INTECH INVESTMENT MANAGEMENT LLC$945K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$566K
- TEACHER RETIREMENT SYSTEM OF TEXAS$455K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 2,049,724 | $194M | 23.5% | 2026-Q2 |
| STATE STREET CORP added | 1,207,855 | $114M | 13.8% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 767,435 | $73M | 8.8% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 607,495 | $57M | 6.9% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 570,388 | $54M | 6.5% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 412,614 | $39M | 4.7% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 370,542 | $35M | 4.2% | 2026-Q2 |
| MORGAN STANLEY trimmed | 166,711 | $16M | 1.9% | 2026-Q2 |
| NORTHERN TRUST CORP added | 146,925 | $14M | 1.7% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 138,848 | $13M | 1.6% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 129,450 | $12M | 1.5% | 2026-Q2 |
| Bank of New York Mellon Corp added | 121,234 | $11M | 1.4% | 2026-Q2 |
| Cornell Pochily Investment Advisors, Inc. trimmed | 117,942 | $11M | 1.3% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 97,778 | $9M | 1.1% | 2026-Q2 |
| Hillsdale Investment Management Inc. added | 94,400 | $9M | 1.1% | 2026-Q2 |
| Invesco Ltd. added | 90,725 | $9M | 1.0% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 84,593 | $8M | 1.0% | 2026-Q2 |
| ProShare Advisors LLC trimmed | 75,057 | $7M | 0.9% | 2026-Q2 |
| JOHN G ULLMAN & ASSOCIATES INC trimmed | 67,932 | $6M | 0.8% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 61,193 | $6M | 0.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 59,931 | $6M | 0.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 59,626 | $6M | 0.7% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 55,253 | $5M | 0.6% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 49,109 | $5M | 0.6% | 2026-Q2 |
| UBS Group AG trimmed | 47,373 | $4M | 0.5% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 43,346 | $4M | 0.5% | 2026-Q2 |
| LPL Financial LLC trimmed | 41,371 | $4M | 0.5% | 2026-Q2 |
| Rhino Investment Partners, Inc trimmed | 36,042 | $3M | 0.4% | 2026-Q2 |
| State of New Jersey Common Pension Fund D | 33,131 | $3M | 0.4% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 32,797 | $3M | 0.4% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 32,574 | $3M | 0.4% | 2026-Q2 |
| Nuveen, LLC added | 31,524 | $3M | 0.4% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 29,238 | $3M | 0.3% | 2026-Q2 |
| Legal & General Group Plc trimmed | 27,703 | $3M | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 27,379 | $3M | 0.3% | 2026-Q2 |
| WEDGE CAPITAL MANAGEMENT L L P/NC trimmed | 26,955 | $3M | 0.3% | 2026-Q2 |
| Cardinal Capital Management added | 25,088 | $2M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 24,865 | $2M | 0.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 24,674 | $2M | 0.3% | 2026-Q2 |
| Swiss National Bank added | 24,600 | $2M | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 24,423 | $2M | 0.3% | 2026-Q2 |
| Quantinno Capital Management LP added | 23,899 | $2M | 0.3% | 2026-Q2 |
| LOGAN CAPITAL MANAGEMENT INC | 23,439 | $2M | 0.3% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 21,233 | $2M | 0.2% | 2026-Q2 |
| Creative Planning added | 19,765 | $2M | 0.2% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 18,530 | $2M | 0.2% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 18,443 | $2M | 0.2% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 17,977 | $2M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. | 17,860 | $1M | 0.2% | 2026-Q2 |
| WINTON GROUP Ltd trimmed | 17,511 | $2M | 0.2% | 2026-Q2 |
| XTX Topco Ltd added | 17,451 | $2M | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 15,490 | $1M | 0.2% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 15,106 | $1M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 14,524 | $1M | 0.2% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 13,380 | $1M | 0.2% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 13,000 | $1M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 12,716 | $1M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 12,612 | $1M | 0.1% | 2026-Q2 |
| Chicago Partners Investment Group LLC added | 11,964 | $1M | 0.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 11,961 | $1M | 0.1% | 2026-Q2 |
| Rise Advisors, LLC added | 11,631 | $1M | 0.1% | 2026-Q2 |
| TEACHER RETIREMENT SYSTEM OF TEXAS trimmed | 11,410 | $1M | 0.1% | 2026-Q2 |
| BAILARD, INC. added | 11,100 | $1M | 0.1% | 2026-Q2 |
| ExodusPoint Capital Management, LP trimmed | 10,323 | $976K | 0.1% | 2026-Q2 |
| Focus Partners Wealth trimmed | 9,631 | $910K | 0.1% | 2026-Q2 |
| State of Tennessee, Department of Treasury trimmed | 9,608 | $908K | 0.1% | 2026-Q2 |
| Horizon Investments, LLC trimmed | 9,302 | $488K | 0.1% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD | 9,300 | $879K | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 9,235 | $873K | 0.1% | 2026-Q2 |
| ROYCE & ASSOCIATES LP new | 9,107 | $861K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 9,008 | $851K | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 8,992 | $850K | 0.1% | 2026-Q2 |
| Waldron Private Wealth LLC | 8,841 | $836K | 0.1% | 2026-Q2 |
| Mariner, LLC added | 8,479 | $801K | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 8,360 | $790K | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd | 8,099 | $766K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 8,050 | $761K | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 8,034 | $759K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 7,823 | $739K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 7,454 | $705K | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 7,371 | $697K | 0.1% | 2026-Q2 |
| Gallagher Fiduciary Advisors, LLC trimmed | 7,330 | $693K | 0.1% | 2026-Q2 |
| Atria Investments, Inc trimmed | 7,289 | $689K | 0.1% | 2026-Q2 |
| ALPS ADVISORS INC added | 6,781 | $641K | 0.1% | 2026-Q2 |
| Illinois Municipal Retirement Fund trimmed | 6,498 | $614K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 6,328 | $598K | 0.1% | 2026-Q2 |
| Jupiter Topco LLC new | 6,309 | $595K | 0.1% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 6,142 | $581K | 0.1% | 2026-Q2 |
| Lido Advisors, LLC new | 6,025 | $569K | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 5,944 | $562K | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 5,530 | $523K | 0.1% | 2026-Q2 |
| BARCLAYS PLC trimmed | 5,512 | $521K | 0.1% | 2026-Q2 |
| STRS OHIO added | 5,400 | $510K | 0.1% | 2026-Q2 |
| W.G. Shaheen & Associates DBA Whitney & Co trimmed | 5,230 | $494K | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 5,152 | $487K | 0.1% | 2026-Q2 |
| MARTINGALE ASSET MANAGEMENT L P | 5,105 | $483K | 0.1% | 2026-Q2 |
| Strategic Financial Services, Inc. | 5,095 | $482K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 4,995 | $472K | 0.1% | 2026-Q2 |
| Vanguard Personalized Indexing Management, LLC added | 4,860 | $459K | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.