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Security record · archived quarter

TMP

Tompkins Financial Corporation · Financial Services · Banks - Regional

96.67 +1.0% mkt cap $1.39B quote delayed (FMP) · as of Oct 12 15:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
77Tracked holders
+1Δ holders
7.69MShares held
$557.66MReported value
+2New positions
−1Exits
Stable Conviction score 58/100 5 quarters of rising tracked shares ●●●●●○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +1.3% · share flow +1.5% · net new positions +1.3% — formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 78 +1 7.20M $680.13M +4 −4
Q1 2026 81 +4 6.86M $540.56M +7 −3
Q4 2025 77 +1 7.69M $557.66M +2 −1
Q3 2025 15 -1 5.35M $354.04M — −1
Q2 2025 13 0 5.09M $319.32M — —
Q1 2025 10 +1 1.79M $112.44M +1 —
Q4 2024 9 +1 1.73M $117.38M +1 —
Q3 2024 7 0 422.13K $24.40M +1 −1
Q2 2024 7 — 446.46K $21.84M — —
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock ✦ (passive) 2.01M +1.7% $146.12M 0.0% ▲ Add 3 SEC ↗ ×15
2 The Vanguard Group ✦ (passive) 1.39M +1.1% $100.51M 0.0% ▲ Add 3 SEC ↗ ×5
3 State Street Global Advisors ✦ (passive) 1.19M -2.0% $86.26M 0.0% ▼ Trim 5 SEC ↗
4 Dimensional Fund Advisors Lp 595.17K — $43.16M 0.0% n/c 1 SEC ↗ ×5
5 Geode Capital Management ✦ (passive) 316.61K +1.5% $22.96M 0.0% ▲ Add 7 SEC ↗ ×2
6 American Century Companies Inc 236.23K — $17.13M 0.0% n/c 1 SEC ↗
7 Morgan Stanley ✦ 164.79K +2.2% $11.95M 0.0% ▲ Add 2 SEC ↗ ×11
8 Northern Trust Corp 132.68K — $9.62M 0.0% n/c 1 SEC ↗ ×7
9 Charles Schwab Investment… 122.35K — $8.87M 0.0% n/c 1 SEC ↗
10 Bank of New York Mellon Corp 122.12K — $8.86M 0.0% n/c 1 SEC ↗ ×7
11 Hotchkis & Wiley Capital Management… 118.60K — $8.60M 0.0% n/c 1 SEC ↗
12 Goldman Sachs Group ✦ 102.89K +43.5% $7.46M 0.0% ▲ Add 2 SEC ↗ ×2
13 ProShare Advisors LLC 85.21K — $6.18M 0.0% n/c 1 SEC ↗
14 Invesco Ltd. 82.49K — $5.98M 0.0% n/c 1 SEC ↗ ×5
15 AQR Capital Management ✦ 68.93K +62.3% $5.00M 0.0% ▲ Add 7 SEC ↗ ×6
16 Principal Financial Group Inc 60.56K — $4.39M 0.0% n/c 1 SEC ↗ ×2
17 Adage Capital Partners ✦ 60.00K New $4.35M 0.0% New 1 SEC ↗
18 JPMorgan Chase ✦ 58.22K -49.4% $4.22M 0.0% ▼ Trim 2 SEC ↗ ×6
19 Bank Of America Corp /De/ 47.37K — $3.43M 0.0% n/c 1 SEC ↗ ×5
20 UBS Group AG 43.22K — $3.13M 0.0% n/c 1 SEC ↗ ×3
21 Ameriprise Financial Inc 42.01K — $3.05M 0.0% n/c 1 SEC ↗ ×2
22 LPL Financial LLC 41.85K — $3.04M 0.0% n/c 1 SEC ↗
23 Rhumbline Advisers 36.52K — $2.65M 0.0% n/c 1 SEC ↗
24 Wealth Enhancement Advisory… 31.40K — $2.29M 0.0% n/c 1 SEC ↗
25 Legal & General Group Plc 31.50K — $2.28M 0.0% n/c 1 SEC ↗ ×3
26 Citadel Advisors ✦ 30.74K +551.6% $2.23M 0.0% ▲ Add 6 SEC ↗ ×2
27 Nuveen, LLC 30.34K — $2.20M 0.0% n/c 1 SEC ↗ ×2
28 UBS AM, a distinct business unit of… 25.05K — $1.82M 0.0% n/c 1 SEC ↗ ×5
29 Swiss National Bank 24.20K — $1.75M 0.0% n/c 1 SEC ↗
30 Barclays Plc 23.74K — $1.72M 0.0% n/c 1 SEC ↗ ×2
31 Alliancebernstein L.P. 22.02K — $1.60M 0.0% n/c 1 SEC ↗
32 T. Rowe Price ✦ 18.97K +2.8% $1.38M 0.0% ▲ Add 7 SEC ↗
33 Man Group plc 18.16K — $1.32M 0.0% n/c 1 SEC ↗
34 Creative Planning 17.77K — $1.29M 0.0% n/c 1 SEC ↗
35 Wells Fargo & Company/Mn 17.47K — $1.27M 0.0% n/c 1 SEC ↗ ×3
36 Millennium Management ✦ 16.86K +1.1% $1.22M 0.0% ▲ Add 7 SEC ↗
37 D. E. Shaw & Co. ✦ 16.26K -23.0% $1.18M 0.0% ▼ Trim 7 SEC ↗
38 Quantinno Capital Management LP 16.08K — $1.17M 0.0% n/c 1 SEC ↗
39 Hsbc Holdings Plc 15.25K — $1.10M 0.0% n/c 1 SEC ↗ ×2
40 Deutsche Bank Ag\ 13.89K — $1.01M 0.0% n/c 1 SEC ↗ ×2
41 Royal Bank Of Canada 12.23K — $888,000 0.0% n/c 1 SEC ↗ ×3
42 Prudential Financial Inc 11.79K — $854,648 0.0% n/c 1 SEC ↗
43 California State Teachers… 11.37K — $824,480 0.0% n/c 1 SEC ↗
44 Franklin Resources Inc 10.37K — $751,742 0.0% n/c 1 SEC ↗ ×4
45 Focus Partners Wealth 9.57K — $694,154 0.0% n/c 1 SEC ↗
46 Two Sigma Investments ✦ 9.48K -19.4% $687,345 0.0% ▼ Trim 7 SEC ↗
47 Connor, Clark & Lunn Investment… 9.43K — $684,081 0.0% n/c 1 SEC ↗
48 Canada Pension Plan Investment Board 9.30K — $674,436 0.0% n/c 1 SEC ↗
49 Captrust Financial Advisors 8.80K — $637,894 0.0% n/c 1 SEC ↗
50 Citigroup Inc 8.53K — $618,523 0.0% n/c 1 SEC ↗ ×3
51 Arrowstreet Capital ✦ 7.04K New $510,903 0.0% New 1 SEC ↗
52 Mercer Global Advisors Inc /Adv 6.89K — $499,551 0.0% n/c 1 SEC ↗
53 Janus Henderson Group Plc 6.31K — $456,835 0.0% n/c 1 SEC ↗
54 MIRAE ASSET GLOBAL ETFS HOLDINGS… 6.30K — $456,586 0.0% n/c 1 SEC ↗
55 Mariner, LLC 6.04K — $438,334 0.0% n/c 1 SEC ↗
56 Sei Investments Co 5.85K — $424,019 0.0% n/c 1 SEC ↗ ×2
57 Commonwealth Equity Services, Llc 5.81K — $421,350 0.0% n/c 1 SEC ↗
58 New York State Common Retirement… 5.42K — $392,841 0.0% n/c 1 SEC ↗
59 Bnp Paribas Financial Markets 5.36K — $388,490 0.0% n/c 1 SEC ↗
60 Cerity Partners LLC 5.13K — $371,717 0.0% n/c 1 SEC ↗ ×2
61 Raymond James Financial Inc 4.44K — $322,233 0.0% n/c 1 SEC ↗ ×2
62 Universal- Beteiligungs- und… 4.25K — $307,847 0.0% n/c 1 SEC ↗
63 Manufacturers Life Insurance… 4.17K — $302,771 0.0% n/c 1 SEC ↗
64 Cwm, Llc 4.10K — $297,000 0.0% n/c 1 SEC ↗
65 Qube Research & Technologies Ltd 3.95K — $286,744 0.0% n/c 1 SEC ↗
66 Russell Investments Group, Ltd. 3.04K — $220,532 0.0% n/c 1 SEC ↗ ×2
67 Fidelity (FMR) ✦ 2.12K +5.4% $153,508 0.0% ▲ Add 3 SEC ↗ ×2
68 Zurcher Kantonalbank (Zurich… 1.67K — $121,226 0.0% n/c 1 SEC ↗
69 Pnc Financial Services Group, Inc. 1.41K — $102,254 0.0% n/c 1 SEC ↗ ×3
70 Us Bancorp \De\ 1.13K — $82,165 0.0% n/c 1 SEC ↗
71 Northwestern Mutual Wealth… 232 — $16,825 0.0% n/c 1 SEC ↗
72 BNP Paribas Asset Management… 131 — $10,000 0.0% n/c 1 SEC ↗
73 Osaic Holdings, Inc. 57 — $4,133 0.0% n/c 1 SEC ↗
74 Fifth Third Bancorp 26 — $1,886 0.0% n/c 1 SEC ↗
75 Jones Financial Companies Lllp 20 — $1,450 0.0% n/c 1 SEC ↗
76 Rockefeller Capital Management L.P. 20 — $1,450 0.0% n/c 1 SEC ↗
77 Assetmark, Inc 2 — $145 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Adage Capital Partners $4.35M 0.0%
Arrowstreet Capital $510,903 0.0%

Exited

Renaissance Technologies $280,068 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 204 holders, 9.87M shares, $765.46M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API